Health Cloud Administration

Before you get started with Home Health, you have to complete a few standard tasks to prepare your org for the feature. You have to create profiles for your users and manage permission set assignments. You also have to make some changes to certain objects and generate the default scheduling policy.

Available in: Enterprise and Unlimited Editions with Health Cloud and the Home Health Add-On license

We also recommend updating object labels so that your end users see tab names commonly used in the home healthcare industry. We’ve provided an interface in the Home Health Settings page that helps you update labels for multiple objects at one go. However, remember to communicate the new names to your users. Our documentation always uses the original names of objects.

Tip

Create Profiles for Home Health Users
Users with different roles work on different aspects of Home Health. Schedulers work desk jobs and schedule visits for home healthcare services. Care resources work in the field and visit patient homes to provide care for patients. And based on the level of access to clinical data that they have, care resources can be further classified as clinicians and caregivers. Based on your organization’s roles and personas, set up profiles for these users.
Assign Permission Sets for Home Health Users
Home Health offers three standard permission sets–Manage Home Health, Home Health Clinician, and Home Health Care Giver. Assign these permissions sets to your users according to their roles.
Configure the Work Order Object
To use Home Health and improve its experience on the mobile app, you need to configure the Work Order object. First, update the page layout with the Patient Detail Lightning and Mobile action. Then, create a Home Health record type.
The Default Scheduling Policy for Home Health
Scheduling policies determine how the Field Service engine matches patients with resources in the field for their visits. Home Health offers a default scheduling policy that you can use to accelerate your implementation.