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Get Started with Utilization Management

Get Started with Utilization Management

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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