Equip your care resources with precise, relevant instructions needed for efficient and accurate execution of every patient home visit. Schedulers can use work plan templates and work plan steps to add instructions when they schedule visits. Beyond selecting standard work plan templates, schedulers can also create custom templates to assign patient-specific instructions. For dependent visits, schedulers can add contextual instructions tailored for each involved care resource.
Where: This change applies to Lightning Experience in Enterprise and Unlimited editions with the Health Cloud and the Home Health add-on licenses.
Who: This feature is available to users with the Manage Home Health permission set license.