---
schema_version: "1"
id: bb4bd0302a19b9c02b593beeebbf0a96f2eea14ec7047eb69a687e7de2dc7c81
title: Personalize Home Healthcare by Using Custom Visit Instructions
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/release-notes/260-0-0/rn_health_home_health_custom_instructions.md
canonical_url: https://help.salesforce.com/s/articleView?id=release-notes.rn_health_home_health_custom_instructions.htm&release=260&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: dbad6d78fee2233a84ef4a18e10deec0223fa5624fbba7a497091948a153180d
description: 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.
products:
  - Cross Cloud Packages Solutions
release: "260"
---
# Personalize Home Healthcare by Using Custom Visit Instructions

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.

#### See Also

- [_Salesforce Help_: Set Up Home Health](https://help.salesforce.com/s/articleView?id=ind.hc_admin_home_health.htm&type=5&language=en_US)
- [_Salesforce Help_: Schedule Visits with Home Health](https://help.salesforce.com/s/articleView?id=ind.hc_home_health_schedule_visits.htm&type=5&language=en_US)
- [_Salesforce Help_: Use Home Health](https://help.salesforce.com/s/articleView?id=ind.hc_home_health.htm&type=5&language=en_US)