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            Clone, Activate, and Configure Benefit Reverification Flows

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            Clone, Activate, and Configure Benefit Reverification Flows

            Pharmacy Benefits Reverification uses various flows to automate your tasks. Clone and activate the default flows. To send assessments to patients and payors, update the Experience Cloud site URL in the Reverify Benefits orchestrator flow.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions with the Health Cloud or Life Sciences Cloud license. It's also available with these add-on licenses: Agentforce for Life Sciences Cloud or Agentforce for Health Cloud, Flex Credits Metering, Agentforce Employee Agent, Einstein GPT Platform, Einstein GPT Copilot, Einstein GPT Trust, Genie Data Platform Starter, and Einstein GPT Prompt Builder.
            User Permissions Needed
            To activate or deactivate a flow: Manage Flows
            1. From Setup, in the Quick Find box, enter Flows, and then select Flows.
            2. Verify that the Initiate Benefit Reverification flow is active. If it isn’t active, activate it.
            3. Clone the Copy Care Benefit Verify Request Fields flow, and then activate it.
              Note
              Note In Object Manager, check the care program page layout to make sure that your program leads can see the Reverify Pharmacy Benefits action. If the Reverify Pharmacy Benefits action isn’t visible to your users, drag it from Mobile & Lightning Actions to the care program page layout.
            4. Similarly, clone and activate all the flows listed.
              1. Reverify Benefits
              2. Publish Care Benefit Verify Request Status Change Event
              3. Process Electronic Benefits Verification
              4. Update Coverage Details
              5. Wait for Care Benefit Verify Request Status Change
            5. Update the Experience Cloud Site URL in the Reverify Benefits flow orchestrator.
              1. From Setup, in the Quick Find box, enter Life Sciences for life sciences cloud or Health Cloud for health cloud, and then select Patient Support Program Settings.
              2. Copy the Experience Cloud Site URL.
              3. From Setup, in the Quick Find box, enter Flows, and then select Flows.
              4. Select Reverify Benefits.
              5. In flow builder, click Toggle Toolbox, and then click the Assessment URL variable.
              6. Under Default Value, paste the Experience Cloud Site URL that you copied.
              7. Click Done.
              8. Save and activate the flow.

            See Also

             
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