Health Cloud Administration
jCheck Requirements for Benefit Verification
Verify that you have the back end data in place and that your users have the access
they need.
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Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud |
- Assign the Health Cloud Foundation permission set to any users who will be using benefits information.
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Create a named credential to support authenticated callouts, if you don't already have
one.
A named credential specifies the URL of a callout endpoint and its required authentication parameters in one definition. To simplify the setup of authenticated callouts, specify a named credential as the callout endpoint.
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Populate the Code Set object with the Service Type Codes you need.
You can have up to 180 codes. See the X12 Service Type Codes reference for a full list.
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In the Code Set object, add a value to the Code Set Type picklist field for service
type codes.
Call it something descriptive, like Service Type Codes for Benefit Verification.
- Create service type codes by selecting the picklist value in the Code Set Type field.
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In the Code Set object, add a value to the Code Set Type picklist field for service
type codes.
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Verify that the Purchaser Plan object is populated with information about the coverage plans
that are available to your users.
The Verifiable field must be set to True.
- Verify that each patient is represented in an Account record.
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Each patient is connected with a coverage set using a Member Plan record.
At a minimum, the Name, Member, Member Number, Group Number, and Payer fields must be populated.