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            Claims Management (Managed Package Feature)

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            Claims Management (Managed Package Feature)

            The claims data model makes externally sourced claims data available as external objects, so users can answer queries from providers and members without using multiple screens or applications. The Claims data model uses external objects, allowing Salesforce to connect to the claims source system only as needed, via OData callouts.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud

            The Claims data model is provided as part of an unmanaged package that includes the Claims external objects as well as supporting tabs, page layouts, and list views. Note that you cannot install this unmanaged package unless you are still using the Health Cloud managed package, which is no longer available for new Health Cloud customers since June 2024.

            Note
            Note Get the Salesforce Connect license via OData 2.0 or 4.0 Adapter. A Salesforce Connect license is required to use external objects.
            1. Install the Claims Data Model (Managed Package Feature)
              The Health Cloud claims functionality is delivered as an unmanaged package containing a set of external objects that you customize to fit your organization's specific requirements. Note that you cannot install this unmanaged package unless you are still using the Health Cloud managed package, which is no longer available for new Health Cloud customers since June 2024.
            2. Connect to Claims Data (Managed Package Feature)
              Set up the connection to your source system so that Health Cloud can pull your organization's claims data into Salesforce external objects.
            3. Map Claims Data to Your Source System (Managed Package Feature)
              Customize your external objects so that the right claims data from your source system shows up in Health Cloud.
            4. Display Claims Data (Managed Package Feature)
              Enable users to see claims, claim diagnoses, and claims providers by setting tab visibility for claims and related objects.
             
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