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          Manage Users and Field Operations

          Manage Users and Field Operations

          Get to know the different users of Home Health and the field-level operations involved in home visits.

          Home Health Users

          Users with different roles work on different aspects of Home Health. Based on your organization’s roles and personas, your admin sets up profiles for these users.

          • Schedulers work desk jobs and schedule visits for home healthcare services.
          • Care coordinators work desk jobs and manage quoting and budgeting of home healthcare services.
          • Care resources work in the field and visit patient homes to provide care for patients. Depending on their level of access to clinical data, care resources can be further classified as clinicians and caregivers.
          • Patients receive care at their home from clinicians and caregivers. Patients can use Home Health’s dedicated Experience cloud site to easily manage their home visits and stay connected with their home health agency.

          Field Operations

          Care resources can use Home Health on the Field Service mobile app to keep track of their work in the field. With the app, you can see the visits that are assigned to you and the tasks you need to perform during each visit. You can also generate reports based on templates, and if you have the right permissions, even see the patient’s clinical information.

           
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          Salesforce Help | Article