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            Add Real-Time Reverification Updates to Record Pages

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            3. Agentforce Life Sciences

            Add Real-Time Reverification Updates to Record Pages

            Configure the PharmacyBenefitsVerificationCareBenefitVerifyRequestOverallStatus Flexcard on the care program enrollee and care benefit verify request record pages to provide an at-a-glance view of the entire benefits reverification process and its detailed steps. Minimize manual intervention by showing real-time updates on relevant record pages.

            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 modify pages: Customize Application
            To add flexcards:

            OmniStudio Admin

            AND

            OmniStudio User

            AND

            OmniStudio User

            Before you add the PharmacyBenefitsVerificationCareBenefitVerifyRequestOverallStatus Flexcard on the care benefit verify request and care program enrollee record pages, make sure that you set up Agentforce for pharmacy benefits reverification.

            When you add the PharmacyBenefitsVerificationCareBenefitVerifyRequestOverallStatus flexcard on the care program enrollee record page, the flexcard by default displays the overall status of the latest benefits verification request created for that care program enrollee. In case, there is no benefits verification request present, the flexcard card is not displayed.

            1. From the App Launcher, find and select Care Benefit Verify Request.
            2. Click a care benefit verify request record.
            3. Click Setup, and select Edit Page.
            4. Place the Flexcard component at an appropriate spot on the page layout.
              Tip
              Tip We recommend you to create a dedicated tab on your page for this Flexcard and place it on that tab.
            5. Select the Flexcard component that you placed on the page.
            6. In the component properties panel, in Flexcard Name, find and select PharmacyBenefitsVerificationCareBenefitVerifyRequestOverallStatus.
            7. Click Add Filter.
            8. Select the Advanced filter type.
            9. In Field, click Select.
            10. On the Select Field window, from the dropdown, select Record, then select Related Care Benefit Verify Request, then select Care Benefit Verify Request Name, and then click Done.
            11. Select Not Equal as the operator and keep value as blank, and then click Done.
            12. Save your changes, and activate the page.
            13. Similarly, add PharmacyBenefitsVerificationCareBenefitVerifyRequestOverallStatus Flexcard on care program enrollee record page.
              Don't add any filters for care program enrollee record page.
            14. Save your changes, and activate the page.

            See Also

             
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