Get Started with Utilization Management

To get started with Utilization Management setup, complete prerequisites such as enabling person accounts, installing Omnistudio, ensuring you have the correct permission sets and permission set licenses, and setting up the relevant data in your org.

Required Editions

To get in-app help, refer to 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.