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            Perform Visits in the Field with Home Health

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            Perform Visits in the Field with Home Health

            Care resources can perform home visits in the field using Home Health in the Field Service mobile app. You can see what visits you’re scheduled for, get directions to the visit location, and see the lists of tasks you have to complete for the visit. And if you have the right permissions, you can even see the patient’s clinical data.

            Required Editions

            Available in: Enterprise and Unlimited Editions with Health Cloud, the Home Health Add-on license, and the Field Service mobile app
            User Permissions Needed
            To perform visits in the field: Home Health Clinician or Home Health Caregiver
            To see a patient’s clinical data: Home Health Clinician

            You must have the Field Service mobile app installed on your device.

            1. Open the Field Service mobile app.
            2. Tap a visit on the Schedule tab and see its details.
            3. To see the patient’s clinical data and preferences, tap Actions and select Patient Details.
            4. Go to the Home Visit Plans tab and complete the tasks for the visit.
            5. Once you’ve completed all your tasks, generate the visit report by tapping Actions and selecting Create Service Report.
             
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            Salesforce Help | Article