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            Send Home Visit Budget Document for Patient Approval

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            Send Home Visit Budget Document for Patient Approval

            As a care coordinator, send the budget document for approval to your patient after you review your patient's benefits, quotes, and final budget amount.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud and the Home Health Add-on license
            User Permissions Needed
            To send budget document for approval:

            Home Health Quote

            DocGen User

            DocGen Runtime User

            Make sure an email address is available on the patient's person account record.

            The location of the user interface where you can manage budgets and quotes depends on how your Salesforce admin configures your org. If you can’t find the user interface, ask your Salesforce admin for help.

            1. From the App Launcher, find and select Home Health.
            2. From the Accounts tab, open the patient’s record page.
            3. On the Budget tab, review the budget details.
              1. Get the benefits and quotes for the patient.
              2. Add benefits from the product catalog or create a custom benefit.
              3. Review the benefits and quotes for budget calculation.
            4. In the Summary section, review the total quote price, total benefit price, and the net balance.
            5. Click Send for Approval.
              A confirmation message appears.
            6. Click Send.

            Home Health generates the budget document and sends the document to the patient for approval. You can also see the generated document in the Notes & Attachments section on the Related tab of the patient record page.

            Patients receive two separate emails, one with a link to the budget document, and another with the password to open the document. Patients review the final budget and net balance, and make an informed decision to either approve or reject the budget. Patients reach out to the home health agency to convey their decision.

            If the patient approves the budget, care coordinators approve the quote items and schedulers begin to schedule the home visits.

            See Also

             
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            Salesforce Help | Article