View Profile Details and Member Plan Information in the Contact Center
If a caller has plan-related questions, you can quickly glance through their details and
insurance plans, so that you can respond in real time.
Required Editions
Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Health
Cloud
The Profile card includes basic member details, like name, age, and gender. It also lists the
emergency contact and their phone number. Additionally, you can click the email address and
directly send an email to the member.
The Member Plan tab provides a list of the member’s insurance plans. View essential
information for each member plan, including start and end date, issuer number, Payer ID and
more. Click the plan name to quickly navigate to the member plan record.
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