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/vXX.X/actions/standard/scheduleRecurringHomeVisit

Where XX.X is the latest API version.

Formats: JSON, XML

HTTP Methods: POST

Authentication: Authorization: Bearer TOKEN

Where TOKEN is your OAuth access token.

Inputs 

InputTypeDescription
accountIdstringRequired
Person account ID of the patient to schedule the set of recurring visits for.
careResourceCountstringThe number of care resources required for the home visit.
clinicalServiceRequestIdstringRequired
ID of the clinical service request record that’s associated with the recurring home visits to be scheduled.
firstCareResourceSkillsIdsListstringID of the clinical service request record that’s associated with the recurring home visits to be scheduled.
firstVisitEndDateTimedatetimeScheduled date and time for the end of the first home visit.
flowInterviewIdstringThe ID of the flow interview to set the service appointment template’s Comment field to when manually scheduling home visits.
recurrenceFrequencyTypestringRequired
Days of recurring home visits. If specified, the selectedDays property is required. Valid values are:
  • Daily
  • Weekly
operatingHoursIdstringID of the operating hours record that specifies the time slots that the patient wants to schedule visits for.
schedulingPolicyIdstringRequired
ID of the home health scheduling policy to be used to schedule the home visit.
recurringDaysListstringComma-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.
secondCareResourceSkillsIdsListstringA comma-delimited list of skill record IDs required for the second care resource of home visits.
serviceAppointmentAddressStringService 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.
serviceTerritoryIdstringRequired
ID of the service territory record that contains the care resources to be assigned to the visits.
skillsIdsListList<String>Comma-delimited list of record IDs of all skills required for the home visits.
firstVisitStartDateTimedatetimeRequired
Scheduled date and time for the start of the first home visit.
usageTypestringSpecifies the method of scheduling of home visits for the action. Valid value is: Manual.
visitsRequiredintegerRequired
Number of recurring home visits to schedule.
visitSourceIdstringID of the source from where visits are created.
workTypeIdsListList <String>A comma-delimited list of work type record IDs associated with the clinical service request of the home visit.

Outputs 

OutputTypeDescription
careServiceVisitPlanIdstringRequired
ID of the care service visit plan record that’s associated with the service request.
serviceAppointmentIdstringThe 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} ]