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Vlocity Health
Connect frontline agents, back-office teams, and customers with flexible components that support policy administration, benefit administration, and billing. Highly configurable tools in Vlocity Health help you tailor the end-to-end processes vital to the strength of your business. These components put customers and users at the center of each interaction, enabling personalized service and timely product innovations in an ever-evolving marketplace.
Release Notes
Vlocity Health uses flexible components to help you set up and administer healthcare insurance product offerings.
If you're looking for what's new, see the most recent Insurance Release Notes in the Insurance documentation.
Learn About Vlocity Health
Vlocity Health is built on top of Salesforce and provides all the components you need for policy administration, benefit administration, and billing processes.
For usage restrictions that apply to this product, see this document.
Installation and Upgrades
Installation and upgrade processes include prerequisite steps, package installation, Vlocity Installation Assistant steps, and post-install or post-upgrade tasks.
To learn how to install or upgrade Vlocity Health in your org, see Install or Upgrade Vlocity Health. For the latest package links, see Insurance Package Information in the Insurance documentation.
Migrate from Managed Package Licenses to Permission Set Licenses
You can migrate your users from Managed Package Licenses (MPLs) to permission set licenses. Also, learn how to map products or licenses to permission set licenses and their respective permission sets.
To learn more, see Migrate from Managed Package Licenses to Permission Set Licenses.
Product Modeling and Administration
Vlocity Health consists of product management features that help you set up and administer healthcare product offerings (like Medical, Dental, and Vision plans) and the attributes and rules that define them.
To learn about product modeling and administration, see Build Insurance Product Models in the Insurance documentation.
Rating Procedures for Health Products
Rating procedures make it possible to price products. Set up, map, and implement rating procedures for all your products and plans.
To learn about rating procedures, see Build Rating Procedures in the Insurance documentation.
Group Quoting, Enrollment, and Census Management
Vlocity Health streamlines quoting, enrollment, and census management processes for group healthcare products and services.
To learn about group quoting, enrollment, and census management, see Manage Group Benefits in the Insurance documentation.
Harmonize Your Vlocity Health Org
Whether you use the Asset-based object model to store health insurance policy data, or you use the Vlocity Insurance Extension object model (that extends the Insurance Policy and related objects), you can now use the core Insurance Policy object model.
To learn about harmonizing your org, see Harmonize Your Insurance Org in the Insurance documentation.
Vlocity Health Lightning Web Component (LWC) UI Development Kit and UI Template Catalog
The LWC UI Development Kit provides a layered framework that displays, processes, passes, retrieves, and redisplays data. Health UI templates work with Omniscripts to create an attractive end-user experience that integrates data such as rated products, available coverages, calculated prices, and coverage attributes.
To learn about Vlocity Health LWCs and UI templates, see Vlocity Health Lightning Web Component (LWC) UI Development Kit and Vlocity Health UI Template Catalog.
Provider Network Management
The Provider Network Management feature gives you solution components that align with the industry business processes in provider network management.
To learn more about Provider Network Management, see Provider Network Management.
Medicare and Medicaid
A Medicare system of record (SOR) is an ISRS (information storage and retrieval system) that is the authoritative source for a particular data element in a system containing multiple sources of the same element.
To learn more about Vlocity Health Medicare and Medicaid, see Medicare and Medicaid.
Vlocity Health Services Catalog
Get quote, policy, and enrollment systems up and running by using an extensive catalog of Insurance services. Services help you build end-to-end business processes faster by reducing or eliminating the need for custom programming.
To learn about all of the services you can use in your own org, see the Insurance Services Catalog in the Insurance documentation.
Vlocity Health Data Model
The Insurance and Financial Services data model covers everything needed for a cloud front and middle office system across all health and health insurance businesses (large group, small group, individual (ACA), and Medicare Advantage).
To learn more about the Insurance and Financial Services data model, see Insurance and Financial Services Data Model in the Insurance documentation.
