The Benefits Summary section shows the pharmacy benefit coverage response received from
payors or clearing houses. The benefit summary section includes the patient’s benefits details
such as coverage status, co-pay, and co-insurance.
Required Editions
Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Life
Sciences Cloud or Health Cloud
You can get a detailed understanding of a patient’s pharmacy benefits details such as
Coverage Type, Coverage Status Code, and Lifetime Maximum Amount in the Benefits Summary
section (1). You can also view previous verification requests by selecting the date from the
dropdown (2). You can edit all the fields in the benefits summary by clicking the Edit
Benefits button (3). You can also edit a single field by clicking the Edit icon next to the
response field. History tracking (4) helps you to check the previous value and editor of each
response field. You can also electronically verify an existing manual request by clicking the
Electronically Verify This request (5) button.
Transparency regarding the coverage and patients' out-of-pocket costs helps in making informed
decisions, such as referring patients to suitable financial assistance programs or alternate
medications.
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