As a care coordinator, update the status of quotes after your patients review and
approve the final budget. If your patient approves the budget, you can set the quote status to
Approved and schedulers can subsequently initiate the home visit scheduling.
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 update quote status:
Home Health Quote
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.
From the App Launcher, find and select Home Health.
From the Accounts tab, open the patient’s record page.
On the Quote tab, select the quote that you want to update.
The Quote record page appears.
On the Detailed tab, set the status of the quote to
Approved.
Schedulers can start with the home visit scheduling process for the approved
quotes.
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