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            Select a Service Request for the Authorization Request

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            Select a Service Request for the Authorization Request

            Select the services that the patient needs and add them to the authorization request.

            Required Editions

            Before ypu perform this task, select a patient for the authorization request.

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud
            User Permissions Needed
            To select service requests:

            Utilization Management Provider User permission set

            AND

            OmniStudio User permission set
            1. Select a requesting provider and click Show Service Requests.
            2. From the list of matching service requests, select the records to add to the authorization request.
            3. Click Next to add documentation and submit the request.
             
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            Salesforce Help | Article