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            Set Up Data to Use Coverage Requirement Discovery

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            Set Up Data to Use Coverage Requirement Discovery

            To process and manage incoming coverage requirement discovery requests from providers, you need to ensure that your org has the required data.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions
            User Permissions Needed
            To use Clinical Decision Support: Manage Clinical Decision Support
            To create Purchaser Plan, Member Plan, Coverage Benefit, Coverage Benefit Item, and Coverage Benefit Item Limit records: Health Cloud Member Services permission set
            To install Omnistudio: Omnistudio Admin permission set
            1. Create a person account to represent the member.
            2. Create Practitioner, Healthcare Provider, Healthcare Facility, and Location records.
            3. Create Identifier records for the member, provider, healthcare facility, and location.
            4. To represent the coverage details, create Purchaser Plan, Code Set, Coverage Benefit, Coverage Benefit Item with a code set, and Coverage Benefit Item Limit records.
            5. Create an active member plan whose ID corresponds to a purchaser plan.

            See Also

             
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