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.

Where: This change applies to Lightning Experience in Enterprise and Unlimited editions with the Health Cloud and Home Health add-on licenses.

Who: This feature is available to users with the Manage Home Health permission set license.

How: In the Lightning App Builder, place the Home Health Visits Lightning component on the Person Account or Service Resource record page and configure the component.