Health Cloud Administration
jShow Benefit Verification in the Console
Enable your call center agents to verify patient benefits conveniently by putting the
benefit verification component in their Health Cloud console.
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Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud |
- On any Account or Case page, click the gear icon and select Edit page.
- In the editor, drag Benefits Verification from the Components panel and drop it on the page.
- Save your changes and click Active..
- Select Assign as Org Default on the ORG DEFAULT tab, then click Close.
The component on the Account or Case page pulls the data from the Member Plan object and shows it like this:
