Group Enrollment and Installation

Overview

The Vlocity Health platform enables you to provide intuitive group enrollment experiences and orchestrate timely installations with full transparency across departments in the cloud. Our industry-specific solutions are 100% native and additive to Salesforce and we also provide an open integration framework to integrate 3rd-party systems. This way, you have a single platform to manage group onboarding with ease.

Key Features

• Open enrollment event management and tracking of associated group annual selection periods
• Enrollment file upload tool with an option to process selections either through employee enrollment, bulk enrollment, and/or administrator enrollment
• Digital enrollment portal for employees to update profile and select plans based on network, price, and access preferences
• Rule-based orchestration engine to manage complex installation project plans integrated with visual project tracking, interdependencies, approval process, and issue escalation
• Limitless work templates automatically configured to orchestration scenarios based on products added, modified, and removed from an order