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            Select a Patient for the Authorization Request

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            Select a Patient for the Authorization Request

            Select the patient who you’re creating the authorization request for. You can search for a patient either by their Patient ID or name.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud
            User Permissions Needed
            To select a patient:

            Utilization Management Provider User permission set

            AND

            OmniStudio User permission set
            1. From App Launcher, go to your home page.
            2. Click Create Authorization Request.
            3. In the Search Patient screen, do one of the following:
              1. Click Patient Details and enter the patient’s name and birthdate.
              2. Click Patient ID and enter the patient’s ID.
            4. Click Show Patients.
            5. From the list of matching patient records, select the appropriate patient.
            6. Click Next to select the services for your request.
             
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            Salesforce Help | Article