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            Inquire About the Status of an Authorization Request

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            Inquire About the Status of an Authorization Request

            As an authorization coordinator at the provider’s office, your responsibility doesn’t end with submitting a request to the payer. Utilization Management’s OmniStudio-based guided workflow for the Inquiry process is integrated with payer systems, so you can quickly get updates on submitted requests that help you make informed decisions about a patient’s treatment.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud
            User Permissions Needed
            To inquire about a request:

            Utilization Management Provider User permission set

            AND

            OmniStudio User permission set
            1. Go to the case record for the authorization request.
            2. Click Inquire Status.
            3. In the Inquire Case Status window, review the case details.
            4. Click Inquire.
              You see the latest authorization request details received from the payer in the View Request Summary screen. Review the status of the case and any additional notes from the payer. It may take a while to receive this information from the payer and save the information in Health Cloud.
             
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            Salesforce Help | Article