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Home Health for Life Sciences Cloud
Use Home Health in Life Sciences Cloud to efficiently schedule and manage visits for your organization’s home healthcare services. Help your users automate large parts of their operations, such as scheduling recurring visits and managing field resource assignments using Home Health.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions with the Life Sciences Cloud license and the Health Cloud Starter Add-On license. |
User Personas and Permission Sets
This table lists the permission sets available in Life Sciences Cloud. Assign these permissions to users according to their roles.
| User Persona | Permission Set |
|---|---|
| Scheduler |
|
| Field worker with access to clinical data |
|
| Field worker without access to clinical data |
|
Home Health Configuration
Home Health is available in Health Cloud and Life Sciences Cloud. While the required editions differ in Life Sciences Cloud, the configuration steps are the same across both platforms. You can use the links below to Health Cloud documentation to complete the setup for Home Health for Life Sciences Cloud.
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions with the Life Sciences Cloud license and the Health Cloud Starter Add-On license. |
The topics that are applicable for setting up Home Health for Life Sciences Cloud include:
- Learn About Home Health
- Home Health Data Model and Permissions
- Enable FHIR-Aligned Clinical Data Model. See The Clinical Data Model and FHIR.
- Enable Home Health
A dedicated Home Health Settings page is available in Life Sciences Cloud. To access it, navigate to Setup and find Home Health settings under Life Sciences. The page shows the guided setup for Home Health.
- Get Your Org Ready to Use Home Health
These tasks apply to Life Sciences Cloud:
- Create Profiles for Home Health Users
- Assign Permission Sets for Home Health Users
- Update the Field-Level Security Permissions for Clinicians and Caregivers
- Update the Field-Level Security Permissions for Patients
- Configure the Work Order Object
- Home Health Default Scheduling Policy
- Create a Bundle Policy for Group Visits
- Set Up Dependent Home Visits
- Clone and Activate the Create Home Visit Dependency Flow
- Create a Custom Notification for Dependent Home Visits
- Enable the Most Recent Reschedule Home Healthcare Visit Flow
- Enable the Schedule Home Healthcare Visit Flow
Note Update the Field-Level Security Permissions for Care Coordinators isn't applicable to Life Sciences Cloud. - Set Up Field Resources, Regions, and Times
- Define Service Report Templates
- Define Skills, Preferences, Objectives, and Work Types
- Define Work Plan Templates for Home Health Visits
- The Home Health User Interface
- Handle Field Resource Absences in Home Health
- Enhanced Scheduling and Optimization for Home Health
- Set Up Home Visit Broadcasting
- Set Up Electronic Visit Verification
- Set Up Briefcase Records
- Customize Multi-Address Scheduling
- Set Up Home Health for Patients
These Health Cloud setup topics aren't applicable to Life Sciences Cloud:
- Set Up Quoting and Budgeting for Home Visits
- Set Up Assessments for Home Health
- Integrate Home Health with Integrated Care Management
- Set Up Medication Administration and Management for Home Visits
- Agentforce for Home Health
- Artificial Intelligence for Home Health
Use Home Health
Manage your home healthcare visits, preferences, and authorizations. Use these links to learn how to perform these tasks to manage field services.
- Manage Users and Field Operations
The Care Coordinator persona isn't applicable in Life Sciences Cloud.
- Manage Patient Preferences
- Manage Home Visits and Authorizations
- Manage Electronic Verification of Home Visits
- Home Health Portal for Patients
These topics aren’t applicable to the Life Sciences Cloud users:
- Manage Quoting and Budgeting of Home Visits
- Complete Assessments During Home Healthcare Visits
- Manage Patient Medications During Home Visits
- Manage Patient's Care Plans During Home Visits
- Agentforce for Home Health
- Artificial Intelligence for Home Health

