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Financial Assistance Program Data Model and Permissions

Financial Assistance Program Data Model and Permissions

Financial Assistance Program uses a data model that supports interoperability. Enable you patient services representative to apply for a financial assistance application and file an appeal on behalf of a care program enrollee by assign appropriate level of access to the relevant objects.

Required Editions

Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Life Sciences Cloud or Health Cloud

Here’s the set of objects and the level of user access required for the Financial Assistance Program application and appeal process.

Object Purpose Access
Applicant Represents information about the individual that’s applying for the Financial Assistance Program. 
  • Create
  • Read
Application Form Represents the high-level information of an application that's submitted for the program.
  • Create
  • Read

Assign the View All Records permission to enable patient services representatives to view the applications submitted by other patient services representatives.

Application Form Relation Represents the relationship between an application form and the program.
  • Create
  • Read
Assessment Stores the header data for an assessment. 
  • Create
  • Read
Assessment Question Represents the container object that stores the questions required for an assessment.
  • Read
Assessment Question Response Represents the container object that stores the questions required for an assessment.
  • Create
  • Read
Assessment Question Version Stores the question versions for the assessment questions.
  • Read
Benefit Represents information about benefits associated with the program.
  • Read
  • Edit
Benefit Assignment Represents the enrollment information of an individual that is captured in an application. 
  • Create
  • Read
Benefit Disbursement Represents the allocation of an enrollee's benefit that can be made as monetary or non-monetary with different frequencies. 
  • Create
  • Read
Benefit Type Represents information about the type of benefits
  • Read
Care Benefit Verify Request Request for verification of benefits. 
  • Read
Care Program Represents a set of activities, such as a patient therapy, financial assistance, education, wellness, or fitness plan, offered to participants by an employer or insurer.
  • Read
Care Program Enrollee Represents a participant enrolled in a care program.
  • Read
Care Program Enrollee Product Represents the affiliation between a care program enrollee and a care program product, a care program provider, or both.
  • Read
Care Program Product Represents the affiliation between a care program and a care program product, care program provider, or both.
  • Read
Case Represents an appeal filed for a rejected application.
  • Create
  • Edit
  • Read
Coverage Benefit Represents the benefits provided to a covered member by a purchaser’s plan.
  • Read
  • Edit
Coverage Benefit Item Specific service covered by the insurance plan.
  • Read
Coverage Benefit Item Limit Allows you to track details associated with a specific benefit as it relates to expenditures, limits, coverage levels, eligibility, and exclusion. 
  • Read
Medication Represents detailed information about different medications. 
  • Read
Medication Request Represents a request or order for the supply of medication, along with information about how it should be administered.
  • Read
Member Plan Represents details about the insurance coverage for a member or subscriber.
  • Read
Omni Process Assessment Question Version Represents a junction between an OmniScript process and an assessment question version. 
  • Read
Process exception Represents a business exception, such as a processing failure on an order summary. 
  • Create
  • Read
Program Represents information about the enrollment and disbursement of benefits in a program. 
  • Read
Program Enrollment Represents details of enrollment for benefits in a program.
  • Read
Purchaser Plan Represents the payer plan that a purchaser makes available to its members and members’ dependents.
  • Read
Service Catalog Request Represents a request made by a user using the Service Catalog.
  • Create
  • Edit
  • Read
Service Catalog Item Dependency Represents the dependencies of a service catalog item
  • Create
  • Edit
  • Read
 
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