Health Cloud Administration

Administer Health Cloud
Where Do I Start with Health Cloud?
Health Cloud Data Models
Health Cloud Provider Network and Relationship Management
Health Cloud Sales and Commercial Excellence
Health Cloud Utilization Management
Health Cloud for Life Sciences
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Types of People in Health Cloud
Quick Start List for a Successful Health Cloud Implementation
Set Up Health Cloud
Use the Health Cloud - Admin App
Customize the Health Cloud Console
Customize the Health Cloud Apps
Contact Center for Health Cloud
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Reporting in Health Cloud
Flow for Health Cloud
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Home Health
Learn About Home Health
Learn About Home Health’s Integrations
Data Model and Permissions
Enable Home Health
General Configurations
Resources, Regions, and Operating Hours
Service Report Templates
Skills, Preferences, and Work Types
Task Templates
Enable Work Plans
Create Work Plan Templates
Create Work Plan Template Entries
Create Work Plan Selection Rules
User Interface
Handle Resource Absence
Enhanced Scheduling and Optimization
Integrate Home Health with Integrated Care Management
Set Up Electronic Visit Verification
Set Up a Briefcase for Home Health
Artificial Intelligence for Home Health
Provide Easy Access to Protocols and Articles in Health Cloud
Provide Assessments and Surveys for Gathering Information and Feedback
Crisis Support Center Management
Manage Your Network of Providers
Behavioral Health App
Help High-Risk Patients and Members
Manage Care Requests
Verify Patient Benefits
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Use Care Programs to Track and Manage Cohorts of Patients and Members
Remote Monitoring Patients
Process Insurance Claims from External Sources
Automate Key User Tasks with Flows
Set up Action Plans
Manage Campaigns
Support and Manage Provider Referrals
CRM Analytics and Artificial Intelligence
Manage Commercial Excellence
Manage Inventories, Surgical Cases, and Cycle Counts with Intelligent Sales
Support Health Cloud for Mobile Users
Enhanced Timeline
Actionable Relationship Center in Health Cloud
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Define Work Plan Selection Rules for Home Health

Work Plan Selection Rules determine when work plan templates are used to generate work plans for work orders. Our system checks the values of certain fields on Work Order records, and then generates work plans from templates if those values match the selection rules that you define for different templates.
Available in: Enterprise and Unlimited Editions with Health Cloud and the Home Health Add-on license

User Permissions Needed
To create work plan selection rules Create on work plan selection rules
  1. In the App Launcher, find and select Work Plan Templates.
  2. Open the work plan template that your adding task templates to.
  3. Click the Related tab.
  4. In the Work Plan Selection Rules related list, click New Rule.
  5. Ensure that the work plan template selected in the Work Plan Template field is the one you’re adding the rule for.
  6. Enter a description for the rule and select Active.
  7. Specify conditions you want to trigger the template for. For instance, you can set the template to trigger when the Work Type is Elderly Care and the Service Territory is Florida.
  8. Save your rules.

That’s it; you’ve configured task templates for your visits.