Configure Statuses for Authorization Requests from Provider Offices

It’s critical to track the real-time status of each authorization request from submission to approval to make quick, informed decisions on the patient's care. To help your users efficiently use Utilization Management’s highly refined technological workflows, define the required case statuses.

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud


User Permissions Needed
To add case status: Update on cases
  1. From Setup, open the Object Manager, and click Case.
  2. Select Fields & Relationships, then click Status.
  3. Click New in the Status Picklist Values section.
  4. Enter these authorization request statuses, exactly as shown. Enter each value on its own line.
    • Draft
    • Pended
    • Approved
    • Denied
    • Errored
  5. Save your changes.
    Now, your users can easily track the progress of authorization requests.