To get started with Utilization Management setup, complete prerequisites such as
enabling person accounts, installing Omnistudio, ensuring you have the correct permission sets
and permission set licenses, and setting up the relevant data in your org.
Required Editions
To get in-app help, refer to the guided setup instructions available in the Utilization
Management Settings page under Setup.
Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Health
Cloud
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