The Home Health User Interface

Home Health App

The Home Health app lets your scheduler users easily navigate through the tabs they commonly use, such as Accounts, Service Resources, Service Appointments. You also have a utility bar with the History and Notes utility items.

Home Health Visits

Home Health Visits is a lightning component that you can use on person account and service resource record pages. The component shows your users the list of visits scheduled for the patient or service resource that they’re viewing. On Person Account record pages, the component displays a New Home Visit button that your schedulers can use to schedule new visits for the patient. One Service Resource record pages, the component displays a set of Assign Manually and Auto-Assign buttons instead that the scheduler can use to reassign visits to a different service resource.

Home Health Authorization

Home Health Authorizations is a lightning component that you can use on person account record pages. The component shows your users the list of service requests a patient has for home healthcare services and the data related to the requests. For instance, it shows you the number of visits recommended, authorized, and denied for each of the patient’s service requests.

Patient Preferences for Home Health

Patient Preferences for Home Health lets your users view and add preferences that the patient has for the home healthcare services they receive. The component groups preferences into three broad categories–Care Service Preferences, Care Resource Preferences, and Timing Preferences, and each category gets its own section.

The Care Service Preferences section lets users define the preferences patients have for the different services that your organization offers. By default, there’s a General Preferences subsection where users define the patient’s global preferences. In addition to this subsection, you can add more subsections for each type of service your organization provides. To add more subsections, use the Care Service Type field to select Work Type records and click Add. The different preference types users see in these subsections depend on the skill types you define for your org.

The Care Resource Preferences section lets users define the preferences patients have for the personnel they receive services from. Users can select resources the patient wants, resources the patient would prefer, and resources the patient wants to avoid for their home healthcare services.

And finally, the Timing Preferences section lets users specify the days and hours that a patient is open to scheduling visits for. These preferences are represented using Operating Hours records. A patient can only have one active operating hours record associated with them at a time.