---
schema_version: "1"
id: ccc406f73be0872543b47017c4b6b4381eeec4abe1173cee53466ee296cbcda2
title: Speed up Medicare Plan Enrollments with a Guided Flow
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/release-notes/264-0-0/rn_health_dhi_medicare_sales.md
canonical_url: https://help.salesforce.com/s/articleView?id=release-notes.rn_health_dhi_medicare_sales.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: c5edc0a304eaa2d6ff3a9eeee2e2080c2abadb9021bfca964ee0599849c2240e
description: Boost productivity during high-volume enrollment seasons by guiding sales representatives step by step through Medicare plan sales, including Medicare Advantage, Prescription Drug, and Special Needs plans, all in one flow. Capture Scope of Appointment consent automatically to stay CMS compliant. Speed up fact-finding by instantly checking prescription drug formularies, verifying in-network provider tiers, and booking consultations within the 48-hour rule. Cut administrative overhead by completing enrollments conversationally, from disclaimer to signature, without switching between multiple carrier log ins.
products:
  - Cross Cloud
release: "264"
---
# Speed up Medicare Plan Enrollments with a Guided Flow

Boost productivity during high-volume enrollment seasons by guiding sales representatives step by step through Medicare plan sales, including Medicare Advantage, Prescription Drug, and Special Needs plans, all in one flow. Capture Scope of Appointment consent automatically to stay CMS compliant. Speed up fact-finding by instantly checking prescription drug formularies, verifying in-network provider tiers, and booking consultations within the 48-hour rule. Cut administrative overhead by completing enrollments conversationally, from disclaimer to signature, without switching between multiple carrier log ins.

**Where:** This change applies to Lightning Experience in Enterprise and Unlimited editions with Health Cloud, Digital Insurance Policy Admin, and Digital Insurance Product Admin add-on licenses.

**When:** This feature is available starting October 12, 2026.

**Who:** This feature is available to users who have the Digital Health Insurance, Digital Health Insurance for Partner Community, Medicare Sales for Digital Health Insurance, Medicare Sales for Partner Community User, Health Cloud Foundation, Data Cloud User, or Data Pipelines Base User permission set. Users also need the Use Medicare Sales user permission.

**How:** From Setup, turn on Digital Insurance, Data Pipelines, Person Accounts, Provider Search, and Salesforce Scheduler for Health Cloud. Then, add the Medicare Sales Flow action to the Person Account record page.

#### See Also

- [_Salesforce Help:_ Set Up Medicare Sales Flow](https://help.salesforce.com/s/articleView?id=ind.hc_admin_dhi_set_up_medicare_sales_flow.htm&language=en_US)
- [_Salesforce Help:_ Enroll a Beneficiary in a Medicare Plan](https://help.salesforce.com/s/articleView?id=ind.hc_user_medicare_sales_application.htm&language=en_US)