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Set Up Electronic Verification Request
Set up electronic verification request for your reps to verify patient's benefits electronically by using External Client app, MuleSoft integration, and Integration Defintions.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions with Life Sciences Cloud or Health Cloud |
Grant Read Access to Integration Provider Definition Object
Pharmacy Benefits Verification uses Data Consumption Framework that enables your patient services reps to access data from external systems without leaving Salesforce while verifying benefits electronically. Grant read access on the Integration Provider Definitions object to your patient services reps profile.
To grant read access to the Integration Provider Definitions object, see Edit Object Permissions in Profiles.
Create an External Client App
Use an external client app to connect your Salesforce org with the external application.
Required Editions
| User Permissions Needed | |
|---|---|
| To create an external client app: | Health Cloud Starter (for Life Sciences Cloud) OR Health Cloud Foundation (for Health Cloud) permission set AND Manage Pharmacy Benefits Verification permission set |
To connect your Salesforce org with external third-party clearing houses, create a local external client app.
MuleSoft Direct Integration
To address end-to-end business needs, integrate Salesforce apps with external systems by using Integration Solutions with MuleSoft Direct.
Create an Integration Definition
Use Integration Definitions to quickly set up integrations with different external endpoints by using a low code interface. Create integration definitions for Apex classes that are used to integrate third-party systems. The Integration Procedures of the provider process call these integration definitions instead of directly pointing to the Apex classes.
Required Editions
| User Permissions Needed | |
|---|---|
| To create an integration definition: | Health Cloud Starter (for Life Sciences Cloud) OR Health Cloud Foundation (for Health Cloud) permission set AND Manage Pharmacy Benefits Verification permission set |
Before you create an integration definition, make sure you copy the named credential that's auto created after you deploy the Patient Services Benefits application during MuleSoft Direct integration. Find the named credential in the {MuleSoft Application Name}_psp_benefits_verification_api_impl_Life Sciences format.
- From Setup, in the Quick Find box, enter Integration Definitions, and then select Integration Definitions.
- Click New.
- For Type, select Apex Defined.
- For Name, enter CHAPI.
- For Developer Name, enter CHAPI.
- For Apex class, select lifesciences_psp_pbv_flows.ClearingHouseIntegrationService .
- For Attribute Value, enter the named credential that you copied from Setup.
