Utilization Management Setup Checklist | Health Cloud Administration

We’ve put together a handy guide to help you through the initial steps for setting up Utilization Management. With this setup, you can ensure that your users can handle care requests efficiently.

To get in-app help, you can refer the guided setup instructions available in the Utilization Management Settings page under Setup.

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud

Set Up Permissions and Data for Utilization Management
To use Utilization Management, complete these prerequisites.
Configure OmniStudio Settings for Utilization Management
To seamlessly run authorization-related OmniScripts in Health Cloud, disable the Managed Package Runtime setting and enable the OmniStudio Metadata setting.
Set Up Support Process and Record Types for Utilization Management
In order to use OmniScript processes included with the OmniStudio package, configure record types and support processes that support Utilization Management. Assign profiles and page layouts to record types to determine which record types apply when users create, edit, or view records.