---
schema_version: "1"
id: f3c216090ca917ca128541ef38721cd9f52c31d63d5b1e2c6f37c14e916440d2
title: Manage Procedure Requests
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/admin_procedure_request_create.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.admin_procedure_request_create.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 3ebb59171e2ff6da38ee8f4a2522e999e4ede446e19280498dff82292c214934
description: Use the EHR Procedure Requests tab to manage the relevant data about requests for a patient or member to undergo a medical procedure.
products:
  - Health
release: "264"
---
# Manage Procedure Requests

Use the EHR Procedure Requests tab to manage the relevant data about requests for a patient or member to undergo a medical procedure.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition">
        <colgroup>
          <col>
        </colgroup>
        <tbody>
          <tr class="">
            <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>

The EHR Procedure Request tab contains information about a procedure such as who ordered it, the reason it was requested, and its priority.

1. From the Health Cloud - Admin Home page, select the EHR Procedure Requests tab, and click **New**.
2. Enter the following:
    
     
    | Field | Description |
    | --- | --- |
    | Account | The account that represents the patient or member. |
    | Ordered By | Name of the practitioner making the request. |
    | Category | High-level categorization of the procedure. |
    | Code | Industry-standard code for the procedure. |
    | Code Label | Industry-standard name for the procedure. |
    | Body Site | Anatomical location for the procedure. |
    | Reason 1 | Reason that the procedure was requested. |
    | Reason 2 | Reason that the procedure was requested. |
    | Reason 3 | Reason that the procedure was requested. |
    | Reason 4 | Reason that the procedure was requested. |
    | Priority | Priority of the procedure. |
    | Ordered On | Date and time the request was created. |
    | Scheduled Date Time | Scheduled date and time to perform the procedure. |
    | Encounter | Encounter associated with the procedure. |
    | Status | Status of the procedure. |
    | Notes | Additional information about the procedure. |
    | Source System ID | Record ID from a system outside of Salesforce. |
3. Save your work.