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          How Automation Streamlines Pharmacy Benefits Reverification

          How Automation Streamlines Pharmacy Benefits Reverification

          With the reverification automation process, your reps can reverify patient benefits as needed. The automated reverification process significantly reduces manual intervention, ensuring accurate, timely updates and comprehensive communication of patient benefits details between patient services reps and healthcare professionals.

          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.

          When a patient's record is updated and verified, the patient's benefits are automatically reverified. You can check the status of the reverification process on the Care Benefit Verify Request record page and the Care Program Enrolee record page.

          If the verification mode is electronic, an email with a benefits summary is sent to the patient's healthcare professional after the verification.

          If essential details are missing or the verification mode is manual, the patient's insurance provider receives an email requesting the missing details. After receiving the payor response, the summary of benefits is shared with the patient’s healthcare professional.

           
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          Salesforce Help | Article