Give your care teams pre-visit and post-visit notes to speed up their daily routines and promote consistent patient care. Set up flexible calendar layouts with custom status colors so your team can spot availability and adjust appointments on the fly. Enable ambient listening to automatically translate live patient conversations into completed clinical assessments. Slash the hours spent on manual data entry to help your team focus completely on building relationships and improving health outcomes.
- Transform Home Healthcare with Comprehensive Patient Visit Summaries
Drive better patient outcomes by equipping your care teams with automated, clinically rich home visit summaries. Eliminate time-consuming manual record preparation by offering your team hands-free, read-aloud pre-visit briefings designed for travel. Generate comprehensive post-visit notes immediately after each appointment to connect new visit details with the patient’s history, ensuring accurate follow-up planning and seamless continuity of care. - Automate Home Healthcare Assessments with Ambient Listening
Transform patient conversations into completed assessments by using ambient AI. Help your clinicians focus entirely on the patient during home visits while the AI transcribes conversations in real time, suggests responses for assessment fields, and significantly reduces post-visit documentation. Leverage intuitive, per-field prompts to help your clinicians take full control as they simply review the suggestions and choose between their own notes and the AI input to finalize the assessment responses. - Upgrade Home Visit Scheduling with Dynamic Calendar and List Views
Customize the enhanced Home Health Visits Lightning component to show critical fields across both calendar and list views. The component now defaults to the calendar view, helping schedulers review immediate and long-term care visits by seamlessly switching between day, week, 15-day, month, and year layouts. Provide scheduling teams with visual cues by assigning custom colors to up to 10 distinct visit statuses. Boost productivity by allowing schedulers to perform key actions such as verifying visits, managing custom actions, and filtering records directly from the calendar interface. Your team can also reschedule visits by dragging them within supported calendar views. - Accelerate Home Health Setup with AI-Guided Configuration
Save setup time and reduce manual errors by configuring Home Health with an AI coding assistant. Validate prerequisite licenses, install the Field Service managed package, and generate core metadata instantly. Activate critical scheduling flows, establish mobile clinician access, and build self-service patient portals without navigating multiple setup pages. Integrate advanced budget management and connect Agentforce to equip your care coordinators with intelligent home healthcare capabilities. You can also skip specific steps during your initial deployment and resume progress later to maintain flexibility.