---
schema_version: "1"
id: f43c68a93c71aaf509d9d491eabf131f66e94d135422c67750324262a4fa86c1
title: Get Started with Utilization Management
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/admin_utilization_management_setup_checklist.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.admin_utilization_management_setup_checklist.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 527c990c5347056a4557e05c0e7691b1c45ab585bda797fe6fc3ae204dba9b31
description: 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.
products:
  - Health
release: "264"
---
# 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.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition">
      <colgroup>
        <col>
      </colgroup>
      <tbody>
        <tr class="">
          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p>Available in: Lightning Experience</p>
            <p style="margin-bottom:0;">Available in: <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions with Health
              Cloud</p>
          </td>

        </tr>
      </tbody>
    </table>

- **[Set Up Permissions and Data for Utilization Management](https://help.salesforce.com/s/articleView?id=ind.admin_utilization_management_prereq.htm&release=264.0.0&type=5)**  
    To use Utilization Management, complete these prerequisites.
- **[Configure Omnistudio Settings for Utilization Management](https://help.salesforce.com/s/articleView?id=ind.admin_utlization_management_os_runtime.htm&release=264.0.0&type=5)**  
    To seamlessly run authorization-related Omniscripts in Health Cloud, disable the Managed Package Runtime setting and enable the OmniStudio Metadata setting.