Configure Care Limit Types

Define care limit types such as co-pay, co-insurance, and more to determine the benefits that are available to a patient.

Required Editions

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud or Life Sciences Cloud

User Permissions Needed
To create a care limit type: Customize Application
  1. From Setup, use the Quick Find box to search for and select Care Limit Type.
  2. Click New Care Limit Type.
  3. Enter a label and a name for the care limit type. For example, enter Co-Payment, Co-Insurance, Coverage Basis, Deductible, or Out-of-Pocket (Stop Loss).
  4. For Metric Type, select the unit by which the benefit limit is counted.
    Select Money if the limit is on the amount that may be billed or select Amount if the limit involves a maximum expenditure. If the limit can’t be measured in terms of money, time, or amount, select Text so the user can type a description.
  5. Save your changes.
  6. Repeat the prior steps to add more care limit types as needed.