Loading
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Set Up Prior Authorization Request Deduplication

            You are here:

            1. Salesforce Help
            2. Docs
            3. Health

            Set Up Prior Authorization Request Deduplication

            Help your users manage prior authorization requests by maintaining clean and accurate data. To resolve prior authorization request case records, turn on Deduplication of Prior Authorization Requests in Setup. Unify your data across systems by enabling Data 360. Then, deploy the required data kits and configure the Identify and Resolve Duplicate Prior Authorization Requests flow. Finally, embed the flow on the case record page.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud and Data 360
            User Permissions Needed
            To use Data 360: Data Coud Architect and Data Cloud User permission sets
            To access Health Cloud objects: Health Cloud Foundation permission set

            Only prior authorization requests with an Inpatient - Physical Health Review or Outpatient - Physical Health Review request type qualify for deduplication.

            1. From Setup, in the Quick Find box, enter Utilization Management Settings and select Utilization Management Settings.
            2. In the Data Cloud One tab, set up Data 360 and configure the SSOT packages, permission sets, and data source connections for Utilization Management. See Set Up and Maintain.
            3. Turn on Deduplication of Prior Authorization Requests.
            4. To access the Prior Auth Flattened Table data model object (DMO), data streams, data lake objects, and data transforms, deploy the HealthCloud Administrative and Utilization Management data kits.
              1. In the Deploy Data Kits section, click Deploy Data Kits.
              2. Select a data space.
              3. Click Deploy for the HealthCloud Administrative and then the Utilization Management data kits.

              Make sure to deploy the HealthCloud Administrative data kit first, followed by the Utilization Management data kit. The Health Cloud data kit contain components used in the Utilization Management data kit.

            5. Review the Flatten UM Prior Auth Data batch data transform and the Prior Auth Flattened Table DMO. Schedule the batch data transform as required.
            6. Review the deduplication flow, then clone and configure it as required.
              1. From Setup, in the Quick Find box, enter Flows and select Flows.
              2. Find and select Identify and Resolve Duplicate Prior Authorization Requests.
              3. Verify that all the flow elements and attributes are configured correctly.
              4. In the Get Unified Prior Authorization Request Cases element, check that the selected Data Cloud object is Prior Auth Flattened Table.
              5. Click Save As.
              6. Enter a name and description for the flow.
              7. Save your changes and activate the flow.
            7. Add the Identify and Resolve Duplicate Prior Authorization Requests flow to the case record page.
             
            Loading
            Salesforce Help | Article