Set Up Care Request Configurations

Create care request configuration records for different types of care requests such as Prescription drugs, Admission, PreAuthorization, or Service.

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud

User Permissions Needed
To set up care request configurations:	Health Cloud Utilization Management permission set

Prereq: Ensure you’ve created a record type named PreAuthorization in each of these objects: Case, Care Request, Care Request Extension, Care Request Item, Care Diagnosis, and Care Request Drug to enable your users to manage authorization requests.

Create a care request configuration with the Label, Name, Care Request Record Type, and Care Request Type set to PreAuthorization. This setup is specifically for managing authorization requests.

Important

From Setup, enter Care Request Settings in the Quick Find box, then select Care Request Settings.
Click New Care Request Configuration.

Enter the following:

Field	Description
Label	Name of the care request as it appears in user interface.
Name	The unique name used by the API and managed packages.
Care Request Record Type	The record type for the care request. To ensure correct results, use the exact spelling of the API name of the record type you’re using.
Default record type	Record type that is used as the default.
Care Request Type	Type of care request. For example, Appeal, Service request, or Admission.
Care Request Records	The list of available objects used to configure the care request. The possible values are: `CareDiagnosis`, `CareRequestDrug`, `CareRequestItem`, and `CareRequestExtension`.
Active	Select to activate this configuration and make it available to users.

Save your changes.

Health Cloud Administration

Set Up Care Request Configurations