---
schema_version: "1"
id: bd36b552a797dfcdde7ab4e09bf793a86ce9ac1c3690a90ecbb586199d791b2f
title: Set Up Data for 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_data.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.admin_benefit_verification_data.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: e0090ca06eaabc2ebb7774f139d02a3a479887a51cba824ed2dacbb900f054f6
description: 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.
products:
  - Health
release: "264"
---
# Set Up Data for Benefits Verification

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.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition">
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              <p>Available in: Lightning Experience</p>
              <p style="margin-bottom:0;">Available in: <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions with Health Cloud
                or Life Sciences Cloud</p>
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      </table> <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d167709e66">User Permissions
              Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d167709e66 ">To create payer, member plan, and purchaser plan records:</td>

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              <p>Health Cloud Starter (for Life Sciences Cloud) permission set</p>
              <p>OR</p>
              <p style="margin-bottom:0;">Health Cloud Foundation (for Health Cloud) permission set</p>
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1. Verify that each patient has a person account record.
2. Add Payer accounts with identifiers.
    1. From Setup, go to the Account object in Object Manager, and then add **Identifiers** as a related list to the Business Account page layout.
        
        In benefits verification, identifiers are required for each payer record to populate the payer ID in the verification request.
    2. From the App Launcher, find and select **Accounts**.
    3. Click **New**.
    4. Select Business Account as the record type and click **Next**.
    5. Enter the payer name and other relevant information.
    6. Save your changes.
    7. In the Identifiers related list, click **New**.
    8. In ID Value, enter the value specific to your country or region.
    9. Save your changes.
3. If the payer belongs to an insurance group, create a healthcare payer network record.
    1. From the App Launcher, find and select **Healthcare Payer Networks**.
    2. Click **New**.
    3. Enter the payer network name.
    4. In Payer, select the business account of the payer.
    5. Select a network type.
    6. Set the network status to Active.
    7. Enter the date that the payer network is effective from. If necessary, enter the date that the network is effective until.
    8. Save your changes.
4. Create a payer plan that a purchaser makes available to its members and their dependents.
    1. From the App Launcher, find and select **Purchaser Plans**.
    2. Click **New**.
    3. Enter the plan name.
    4. In Payer, select the business account of the payer.
    5. Select a plan type.
    6. Set the plan status to Active and make sure the Verifiable option is selected.
    7. Save your changes.
    8. In the Plan Benefits related list, add the benefits offered by this purchaser plan.
5. Create a member plan to represent the details of the insurance coverage for a member or a subscriber. The member plan record shows the information that's visible to users in the Benefits Verification component. To show all data in the component, populate as many fields as possible.
    1. From the App Launcher, find and select **Member Plans**.
    2. Click **New**.
    3. Enter a name for the member plan.
    4. In Member, select a patient.
    5. Enter the member number.
    6. Enter the group number.
    7. In Plan, select the purchaser plan that the patient purchased.
    8. In Payer, select the account for the payer organization.
    9. Enter the date that the member plan is effective from. If necessary, enter the date that the plan is effective until.
    10. Select Active as the status.
    11. In Primary/Secondary/Tertiary, select a value to indicate whether this plan is the primary, secondary, or tertiary plan.
    12. In Relationship to Subscriber, select a value such as Self or Spouse.
    13. In Payer Network, select a healthcare payer network.
    14. Save your changes.
    15. In the Coverage Benefits related list, add the benefits covered by this member plan.