---
schema_version: "1"
id: 768776cacee86e2d0f2af511f3e1f64c87ebe8b1ab0390da7b8e70ed565d4f6c
title: Set Up Care Request Configurations
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/admin_config_care_request.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.admin_config_care_request.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: a8e84a079111cbd37c446786454eb13edc33cc9c065b7c6ece4f354c86f366f5
description: Create care request configuration records for different types of care requests such as PreAuthorization, Admission, Drug Request or Service Request. Associate each configuration with a record type.
products:
  - Health
release: "264"
---
# Set Up Care Request Configurations

Create care request configuration records for different types of care requests such as PreAuthorization, Admission, Drug Request or Service Request. Associate each configuration with a record type.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition">
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            <td class="slds-cell-wrap" style="vertical-align:top;">
              <p>Available in: Lightning Experience</p>
              <p style="margin-bottom:0;">Available in: <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions with Health
                Cloud</p>
            </td>

          </tr>
        </tbody>
      </table> <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d137672e66">User Permissions Needed</th>
          </tr>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d137672e66 ">To set up care request configurations:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d137672e66 ">Health Cloud Utilization Management permission set</td>

          </tr>
        </tbody>
      </table>

To enable your users to manage authorization requests, 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.

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-health-264-0-0-production-enus/90a9f828-79ab-49cd-ac8c-86e58ef7478e/images/icon_important.png)

Important Make sure to 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.

1. From Setup, enter Care Request Settings in the Quick Find box, then select **Care Request Settings**.
2. Click **New Care Request Configuration**.
3. Enter the following:
    
    <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
            <colgroup>
              <col>
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            <thead class="slds-text-title_caps ">
              <tr class="">
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d137672e135">Field</th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d137672e138">Description</th>
              </tr>
            </thead>
            <tbody>
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                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d137672e135 ">
                  <samp class="parmname">Label</samp>
                </td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d137672e138 ">Name of the care request as it appears in the user interface.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d137672e135 ">
                  <samp class="parmname">Name</samp>
                </td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d137672e138 ">The unique name used by the API and managed packages. </td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d137672e135 ">
                  <samp class="parmname">Care Request Record Type</samp>
                </td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d137672e138 ">
                  <p style="margin-bottom:0;">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.</p>
                </td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d137672e135 ">
                  <samp class="parmname">Default record type</samp>
                </td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d137672e138 ">Record type that is used as the default.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d137672e135 ">
                  <samp class="parmname">Care Request Type</samp>
                </td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d137672e138 ">
                  <p>Type of care request. For example, Appeal, Service Request, or Admission.</p>
                  <p style="margin-bottom:0;">Each care request type must have a unique default record
                    type.</p>
                </td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d137672e135 ">
                  <samp class="parmname">Care Request Records</samp>
                </td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d137672e138 ">
                  <p style="margin-bottom:0;">The list of available objects used to configure the care request. The
                    possible values are: <kbd>CareDiagnosis</kbd>,
                    <kbd>CareRequestDrug</kbd>,
                    <kbd>CareRequestItem</kbd>, and
                    <kbd>CareRequestExtension</kbd>.
                  </p>
                </td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d137672e135 ">
                  <samp class="parmname">Active</samp>
                </td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d137672e138 ">Select to activate this configuration and make it available to
                  users.</td>

              </tr>
            </tbody>
          </table>
4. Save your changes.