Schedule Recurring Home Visit Action

Create a set of recurring home healthcare visits and assign service resources to them based on the specified scheduling policy.

This action is available in API version 58.0 and later.

Special Access Rules

The Schedule Recurring Home Visit action is available in Enterprise and Unlimited Editions with Health Cloud enabled with the Home Health setting.

Supported REST HTTP Methods

URI
/services/data/v66.0/actions/standard/scheduleRecurringHomeVisit
Formats
JSON, XML
HTTP Methods
POST
Authentication
Authorization: Bearer token

Inputs

Input Details
accountId
Type
string
Description

Required

Person account ID of the patient to schedule the set of recurring visits for.

careResourceCount
Type
string
Description

The number of care resources required for the home visit.

clinicalServiceRequestId
Type
string
Description

Required

ID of the clinical service request record that's associated with the recurring home visits to be scheduled.

firstCareResourceSkillsIdsList
Type
string
Description

ID of the clinical service request record that's associated with the recurring home visits to be scheduled.

firstVisitEndDateTime
Type
datetime
Description

Scheduled date and time for the end of the first home visit.

flowInterviewId
Type
string
Description

The ID of the flow interview to set the service appointment template's Comment field to when manually scheduling home visits.

recurrenceFrequencyType
Type
string
Description

Required

Days of recurring home visits. If specified, the selectedDays property is required. Valid values are:

  • Daily
  • Weekly
operatingHoursId
Type
string
Description

ID of the operating hours record that specifies the time slots that the patient wants to schedule visits for.

schedulingPolicyId
Type
string
Description

Required

ID of the home health scheduling policy to be used to schedule the home visit.

recurringDaysList
Type
string
Description

Comma-delimited list of days to schedule recurring home visits for the patient. For example, Monday, Thursday, Saturday.

Required if the frequencyType property is set to Weekly.

secondCareResourceSkillsIdsList
Type
string
Description

A comma-delimited list of skill record IDs required for the second care resource of home visits.

serviceAppointmentAddress
Type
String
Description

Service appointment record that contains the home visit address specified by the user and is used to create the actual service appointment. Available in API version 66.0 and later.

serviceTerritoryId
Type
string
Description

Required

ID of the service territory record that contains the care resources to be assigned to the visits.

skillsIdsList
Type
List<String>
Description

Comma-delimited list of record IDs of all skills required for the home visits.

firstVisitStartDateTime
Type
datetime
Description

Required

Scheduled date and time for the start of the first home visit.

usageType
Type
string
Description

Specifies the method of scheduling of home visits for the action. Valid value is

Manual.
visitsRequired
Type
integer
Description

Required

Number of recurring home visits to schedule.

visitSourceId
Type
string
Description

ID of the source from where visits are created.

workTypeIdsList
Type
List <String>
Description

A comma-delimited list of work type record IDs associated with the clinical service request of the home visit.

Outputs

Output Details
careServiceVisitPlanId
Type
string
Description

Required

ID of the care service visit plan record that’s associated with the service request.
serviceAppointmentId
Type
string
Description
The ID of the service appointment that was used as a template to manually schedule home visits.

Example

POST

This sample request is for the Schedule Recurring Home Visit action.

1{
2  "inputs": [
3    {
4      "schedulingPolicyId":"a0cSG0000002RlxxAE",
5      "firstVisitStartDateTime":"2024-07-14T07:00:00.000Z",
6      "firstVisitStartEndTime" : "2024-07-15T07:00:00.000Z",
7      "visitsRequired" : 2,
8      "frequencyType" : "DAILY",
9      "selectedDays" : "Monday, Thursday",
10      "clinicalServiceRequestId": "0jySG0000000VFxxAM",
11      "skillsIdList": ["0C5xx0000004C92, 0C5xx0000004C93"],
12      "operatingHoursId": "0OHxx0000004CKKGA2",
13      "accountId": "001SG00000LNllxxAT",
14      "serviceTerritoryId": "0HxxG00000047xN0AQ",
15      "firstCareResourceSkillsIdsList": [0D2xx0000008DC91, 0D2xx0000008DC91],
16      "secondCareResourceSkillsIdsList": [0P5xx0000004F16, 0P5xx0000004F16],
17      "careResourceCount" : 1,
18      "workTypeIdsList": ["08qSG0000002b1xxAA"],
19      "visitSourceId": ["0Q0SG000000821R0xx"]
20    }
21  ]
22}

This sample response is for the Schedule Recurring Home Visit action.

1[ {
2  "actionName" : "scheduleRecurringHomeVisit",
3  "errors" : null,
4  "isSuccess" : true,
5  "outputValues" : {
6      "careServiceVisitPlanId": "0qExx00000000WHEAY"
7      "serviceAppointmentId": "0bZxx00000000yKEDB"
8    },
9  "version" : 1
10} ]