---
schema_version: "1"
id: e565362287f8750150c9cc2384be419c7ec4198f20facd72b882202f1cb80270
title: Benefits Verification
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/admin_benefit_verification.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.admin_benefit_verification.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 12890ffdb9cb7d7480763fbb1b04eaed74152e7497b697a42873197321211e60
description: Integrate benefits verification into the end-to-end patient access workflow to help caregivers and patients reduce the time and effort it takes to find out what coverage is available under each patient's health benefits.
products:
  - Health
release: "264"
---
# Benefits Verification

Integrate benefits verification into the end-to-end patient access workflow to help caregivers and patients reduce the time and effort it takes to find out what coverage is available under each patient's health benefits.

1. **[Give Users Access to Benefits Verification](https://help.salesforce.com/s/articleView?id=ind.admin_benefit_verification_requirements.htm&release=264.0.0&type=5)**  
    Assign the permissions your users need to use Benefits Verification in Health Cloud.
2. **[Set Up Data for Benefits Verification](https://help.salesforce.com/s/articleView?id=ind.admin_benefit_verification_data.htm&release=264.0.0&type=5)**  
    To help your users get the most out of Benefits Verification, configure your org with the necessary data for patients, payers, purchaser plans, and member plans.
3. **[Connect to a Benefits Verification Service](https://help.salesforce.com/s/articleView?id=ind.admin_benefit_verification_setup.htm&release=264.0.0&type=5)**  
    Connect Health Cloud to each external service that contains benefit coverage information for members and patients.
4. **[Configure Care Limit Types](https://help.salesforce.com/s/articleView?id=ind.admin_benefit_verification_limits.htm&release=264.0.0&type=5)**  
    Define care limit types such as co-pay, co-insurance, and more to determine the benefits that are available to a patient.
5. **[Configure the Benefits Verification Component](https://help.salesforce.com/s/articleView?id=ind.admin_benefit_verification_console.htm&release=264.0.0&type=5)**  
    Make it easy for your call center agents to verify patient benefits by adding the Benefits Verification component to a Lightning page such as the patient record page.