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Provider Management Prerequisites
Before you set up provider management in Public Sector (formerly Public Sector Solutions), complete the prerequisites.
Required Editions
Enable Provider Management
Required Editions
| User Permissions Needed | |
|---|---|
| To enable provider management settings: | Customize Application |
- From Setup, in the Quick Find box, enter Provider Management, and then select Provider Management Settings.
- Turn on Provider Management: Let users manage a network of providers, their facilities, and their specialties.
- Turn on View Healthcare Details: Let users see healthcare-specific details for providers.
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For your provider Experience Cloud site:
- In the Quick Find box, enter Benefit Management, and then select Program and Benefit Management Settings.
- Turn on Program and Benefit Management: Allow users to access all benefit assignment and goal assignment records when the user has access to the benefit assignment and goal assignment's parent records.
- In the Quick Find box, enter Provider Management, and then select Provider Management Settings.
- Turn on Benefit Assignment Access: Restrict providers from accessing child benefit assignment records on an Experience Cloud site based on the parent record access.
Enable Program and Benefit Management
Required Editions
| User Permissions Needed | |
|---|---|
| To enable program and benefit management settings: | Customize Application |
- From Setup, in the Quick Find box, enter Benefit, and then select Program and Benefit Management Settings.
- Turn on Create and manage your programs, benefits, and goals.
- Select Benefit Disbursement Settings, and then turn on Create and manage benefit disbursements.
Enable Case Referrals
Required Editions
| User Permissions Needed | |
|---|---|
| To enable case referrals: | Customize Application |
- From Setup, in the Quick Find box, enter Program and Case Management, and then select Case Referrals Settings.
- Turn on Create and manage referrals.
Assign Permissions
Required Editions
| User Permissions Needed | |
|---|---|
| To assign permission sets: | Assign Permission Sets AND View Setup and Configuration |
Assign these permission sets to anyone who sets up provider management or handles provider information, such as Salesforce admin, caseworkers, internal org users.
- Advanced Program Management
- Benefit Disbursement Access
- Care Plans Access
- Case Referral
- OmniStudio User
- Program and Benefit Management Access
- Provider Management Access
- Public Sector Access
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