Add Member Plan from Care Program Enrollee Record Page
Create a member plan directly from a care program enrollee record page without going to
the Member Plan object record page.
Required Editions
Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Life
Sciences Cloud or Health Cloud
User Permissions Needed
To create a member plan
Manage Pharmacy Benefits Verification permission set
Make sure your Salesforce admin has created the Pharmacy Benefit Verification tab on the care
program enrollee record page.
Follow these easy steps to create a member plan directly from a care program enrollee record
page without having to go to the Member Plan object record page.
From the App Launcher, find and select Care Program Enrollee.
Select a care program enrollee.
On the Pharmacy Benefits Verification tab, click Add Member
Plan.
Note The tab name can vary based on the admin setup of your Salesforce org.
On click of Add Member Plan, a new tab is opened for adding a new member plan. After
you’ve added a new member plan, click Save, close the tab and click
Refresh.
You can see the newly added member plan associated with the care program
enrollee in context.
You can now initiate a pharmacy benefits verification request against this newly added member
plan.
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