Experience Cloud Site for Utilization Management

Build and set up an Experience site to enable your site users to handle authorization requests.

Required Editions

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud and Health Cloud for Experience Cloud Sites

Prerequisites:

  • Enable Digital Experiences
  • Select Allow using standard external profiles for self-registration, user creation, and login under Digital Experience Settings
  • Use Sharing Settings to create a sharing rule for Account, Code Set, Member Plan, Healthcare Provider, and Healthcare Facility Network objects so that your site users can access records created by other users.
  • Ensure you have these org-wide licenses and permissions:
    • Customer Community for Health Cloud
    • Customer Community Plus for Health Cloud
    • External Apps for Health Cloud
    • Health Cloud For Community permission set license
    • OmniStudio Runtime for Communities permission set license
  1. Build an Experience Cloud Site for Utilization Management
    Set up an Experience Cloud site to enable your site users to create and submit authorization requests using configurable Omnistudio processes.
  2. Give Users Access to Your Experience Cloud Site for Utilization Management
    Assign permissions to your site users so they can create and submit authorization requests.