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            Add a Member Plan and Identifier

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            3. Agentforce Life Sciences

            Add a Member Plan and Identifier

            Create a member plan to represent the details of the insurance coverage for a member or a subscriber.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions with Life Sciences Cloud or Health Cloud
            User Permissions Needed
            To create member plan records:

            Health Cloud Starter (for Life Sciences Cloud) permission set

            OR

            Health Cloud Foundation (for Health Cloud) permission set

            Before you create member plans, create person account records for patients.

            1. Create a Member Plan.
              1. From the App Launcher, find and select Member Plans.
              2. Click New.
              3. Enter a name for the member plan.
              4. In Member, select a patient.
              5. Enter the member number.
              6. Enter the group number.
              7. In Plan, select the purchaser plan that the patient purchased.
              8. In Payer, select the account for the payer organization.
              9. Enter the date that the member plan is effective from. If necessary, enter the date that the plan is effective until.
              10. Select Active as the status.
              11. In Primary/Secondary/Tertiary, select a value to indicate whether this plan is the primary, secondary, or tertiary plan.
              12. In Relationship to Subscriber, select a value.
              13. Save your changes.
            2. Create an identifier.
              1. From the App Launcher, find and select Identifiers.
              2. Click New.
              3. In the parent record, select Member Plan, and enter the member plan that you created for the patient.
              4. In ID Value, enter the value specific to your country or region.
              5. Enter the source system.
              6. Save your changes.
             
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