Field Service and Home Health for mobile clinicians in Agentforce Health
Key Takeaway
Home Health uses Field Service for home visits, so clinicians and caregivers do their field work in the Field Service mobile app.
Home Health is the part of Agentforce Health that supports care delivered in patients' homes. Home Health uses Field Service to schedule visits, match patients with the right care resource, and verify that visits happened. A care resource is a clinician or caregiver who visits patient homes. Field Service lets care team members carry Agentforce Health with them, so they can complete tasks and update records while they deliver services outside your facility, such as mobile nursing and home health care.
Licenses, users and permission sets
Home Health requires Enterprise or Unlimited Edition with Agentforce Health and the Home Health Add-on license. Field staff use Home Health inside the Field Service mobile app.
Home Health has four kinds of users: schedulers, care coordinators, care resources and patients. Home Health also offers standard permission sets by role.
| Where | What they do | Permission set | |
|---|---|---|---|
| Schedulers | Desk | Schedule visits | "Manage Home Health" |
| Care coordinators | Desk | Manage quoting and budgeting | "Home Health Quote" |
| Care resources: clinicians | Field | Visit patient homes | "Home Health Clinician" |
| Care resources: caregivers | Field | Visit patient homes | "Home Health Caregiver" |
| Patients | Home | Receive care and can use a dedicated Experience Cloud site to manage their visits | "Home Health Patient", for patients on the portal |
Care resources are split into clinicians and caregivers based on their level of access to clinical data. In the Field Service mobile app, a care resource sees a patient's clinical information only with the right permissions.