Note: This release is in preview. Features described here don’t become generally available until the latest general availability date that Salesforce announces for this release. Before then, and where features are noted as beta, pilot, or developer preview, we can’t guarantee general availability within any particular time frame or at all. Make your purchase decisions only on the basis of generally available products and features.

Utilization Management

Utilization Management (UM) is a health insurance plan's process of interfacing with plan members and contracted medical providers to interpret, administer, and explain the medical policies of the health plan. Health Cloud provides objects you can use to review and evaluate medical care services, communicate about clinical policies, and help health plan members ensure they receive the right care in the right setting at the right time.

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud


Utilization Management uses objects in the Discovery Framework data model. To learn more about the Discovery Framework objects, see Discovery Framework Standard Objects.

Diagram of the Utilization Management data model showing the object relationships

For more details and a larger image, visit the Data Model Gallery.