The Health Cloud claims functionality is delivered as an unmanaged package containing a
set of external objects that you customize to fit your organization's specific requirements.
Note that you cannot install this unmanaged package unless you are still using the Health Cloud
managed package, which is no longer available for new Health Cloud customers since June
2024.
Required Editions
|
Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Health
Cloud
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Before installing the Claims package, make sure your organization has a Salesforce
Connect license and that you’ve installed and configured Health Cloud. You also need
the Health Cloud Platform permission set license. Assign the Health Cloud
Utilization Management permission set to access the Health Cloud Platform permission
set license.
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Paste the URL for the Claims package into your browser navigation bar. If
you’re using Windows OS, press Enter. For Mac, press
Return.
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Select Install for All Users and then click
Install.
Installation may take a while. You can click Done now
and check your email later for confirmation that installation was
successful.
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Verify installation of the unmanaged package.
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In Setup, use Quick Find to find
Installed Packages.
Look for Health Cloud Claims Extension.
