Check Prerequisites for the Enhanced Analytics for Healthcare App

Before you can install and set up the Enhanced Analytics for Healthcare app, verify prerequisites such as assigning permissions and licenses.

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud


  • Ensure you have the Healthcare Analytics Admin or the Health Intelligence Admin permission sets.
  • Ensure your org is provisioned with the Health Cloud or Health Cloud for Life Sciences permission set license.
  • Enable CRM Analytics.
  • For Utilization Management category, ensure you have a record type created for these objects: Case, Care Request, Care Request Extension, Care Request Item, Care Request Reviewer, and Care Request Drug.
  • For Care Management category, ensure you have a record type created for the Task object.