Set up offline home healthcare assessments and configure object permissions for agent actions by using the new steps in the Home Health guided setup. Reduce implementation time by following the simple, clear steps for tasks such as prerequisite checks and process setups, all from one place. Stay focused by using the links to the in-app setup pages and detailed help articles.
Where: This change applies to Lightning Experience in Enterprise and Unlimited editions with the Health Cloud and the Home Health add-on licenses.
How: To find the updated guided setup, go to the Home Health Settings page from Setup.