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Utilization Management
Give your users the tools to collaborate seamlessly when they submit, assign, or process requests for coverage requirements discovery (CRD), documentation templates and rules (DTR), and prior authorization support (PAS). Utilization Management makes it easier for provider and payer organizations to gather member and clinical data, streamline request reviews, and evaluate requests for medical necessity.
Required Editions
Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud |
Medications, surgeries, personalized therapies, and healthcare treatments can all lead to huge bills for payers and patients. Many of these expensive procedures can be avoided or replaced by simpler, cost-effective alternatives that take place in outpatient settings. To verify cost of care and medical necessity of procedures and treatments, payers must conduct authorization reviews of the care requests that providers raise.
Prior authorization for care requests typically requires a significant amount of administrative work by both payers and providers. The review process can be tiresome and time-consuming, with multiple screen switches and data from various sources. There are cases where authorization requests are submitted to payers for services that don’t require prior authorization, resulting in delay of care for patients.
To simplify this process and make sure services are aligned to medical necessity guidelines and care is provided at the right time in the right setting, Utilization Management provides these capabilities for payer and provider organizations:
Coverage Requirement Discovery for Payers
- FHIR-aligned Coverage Requirement Discovery model
- Automated workflows, powered by Omnistudio, and Business Rules Engine, for processing Coverage Requirement Discovery (CRD) requests using Clinical Decision Support (CDS) hooks
- Directory of supported CDS services, easily accessible by providers
- FHIR-aligned APIs, deployed on MuleSoft, for processing CRD requests
- Member details, coverage-related information, and prior authorization requirement available to providers in real time
Documentation Templates and Rules for Payers
- FHIR-aligned data model Automated workflows, powered by Omnistudio, and Business Rules Engine for processing Documentation Templates and Rules (DTR) requests
- FHIR-aligned APIs, deployed on MuleSoft, for processing DTR requests
- Authoring of FHIR-aligned questionnaires using Discovery Framework Designer
- Documentation requirements for prior authorization requests made accessible to providers directly on their EHR systems or SMART on FHIR apps
Prior Authorization Support
- Automatic administrative checks based on rules
- Centralized and guided workflows with multiple Omnistudio components that empower your users to easily manage authorization request submissions and reviews
- Context-specific notes for clinical documents, service codes, and others
- Controlled access based on request status
- Custom reports to analyze care request data
- Submission of questionnaire responses and content documents along with the prior authorization request
- FHIR R4 aligned data model for interoperability and integration with external systems
- Integrated payer app for seamless review processing
- Queue routing for streamlined approval process
- Service-level agreement (SLA) tracking, along with analytics-based insights on SLA violations, during the review process
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FHIR Da Vinci Health Record Exchange aligned APIs, deployed on MuleSoft, for uninterrupted request processing
The Da Vinci Health Record Exchange (HRex) implementation guide (IG) is a foundational guide that defines FHIR profiles, operations, and guidance. HL7’s Da Vinci project produces standards and implementation guidelines based on HL7 FHIR to better connect payers and providers to tackle authorization requests.
- Get Started with Utilization Management
To get started with Utilization Management setup, complete prerequisites such as enabling person accounts, installing Omnistudio, ensuring you have the correct permission sets and permission set licenses, and setting up the relevant data in your org. - Authorization Request Process Setup for Payers
Help users in your payer organization to easily handle and review authorization requests with a predefined app and a set of Omniscripts. These components present a centralized view of the information required for prior authorization and concurrent reviews, from eligibility check, to uploading supporting documents, to final approval. - Authorization Request Process Setup for Providers
Help your provider users to easily create and submit authorization requests using FHIR-aligned, industry-specific APIs, along with a predefined suite of Integration procedures and Omnistudio Data Mappers. These components retrieve member information, service requests, and other details required to create an authorization request record and submit the request to the payer. - CRM Analytics for Utilization Management
Set up and configure CRM Analytics-based dashboards contextualized for user personas to streamline Care Request management and optimize the prior authorization request workflows. You can also use the Approval Rate insight cards to support quicker clinical reviews and decisions by providing relevant insights during the review process. - Artificial Intelligence for Utilization Management
Get predictions about the likelihood of prior authorization requests breaching service-level agreements (SLA), and recommendations about services that are likely to be received and requested by payers and providers. - Coverage Requirement Discovery for Payers
Support your users with automated workflows for managing coverage requirement discovery requests. Utilization Management processes incoming requests for coverage requirement discovery and returns responses using FHIR-aligned Clinical Decision Support (CDS) hooks such as the appointment-book, order-select, order-sign, order-dispatch, encounter-start, and encounter-discharge hooks. - Documentation Templates and Rules for Payers
Da Vinci Documentation Templates and Rules (DTR) is a framework under the HL7 FHIR standards that facilitates the exchange of documentation requirements between payers and providers. Utilization Management supports DTR for payers so that you can communicate your documentation requirements to providers in real time, directly to their EHR systems or SMART on FHIR apps. DTR enables the use of standardized templates and rules in the exchange of critical healthcare documentation, ensuring compliance and reducing administrative burden. - FHIR Subscription for Utilization Management
Use the FHIR subscription framework to send subscribers timely notifications of event changes. Publish the topics or events that are available for subscription so that clients can subscribe by providing their endpoints. - Handle Care Requests with Utilization Management
Utilization Management (UM) is a health plan's way of working with plan members and medical providers to influence decisions via case-by-case review of the appropriateness of care.

