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            Select an Authorization Request Type

            You are here:

            1. Salesforce Help
            2. Docs
            3. Health

            Select an Authorization Request Type

            Select either inpatient or outpatient for a new request, or concurrent review for an existing request.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud
            User Permissions Needed
            To select an authorization request type: Health Cloud Utilization Management and OmniStudio User permission sets
            1. From App Launcher, go to the Utilization Management for Payers app.
            2. Click Add Authorization Request Details.
            3. Select an authorization request type:
              • Inpatient - Physical Health Review
              • Outpatient - Physical Health Review
              • Concurrent Review
            4. If you selected Concurrent Review, specify whether you want to link the request to an existing record.
            5. Click Next to go to the next screen in the authorization process.
             
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            Salesforce Help | Article