A payer needs to manage requests for concurrent review of prior authorizations within Health Cloud and wants to use out-of-the-box record types and…

Salesforce Health Cloud's Utilization Management feature, which handles processes like prior authorizations, requires the installation of a specific extension package. The "Health Cloud Care Request Extensions" package contains the necessary out-of-the-box metadata, including preconfigured record types (e.g., Authorization, Admission, Concurrent Review) and page layouts for the Care Request object. Installing this package is the standard and most efficient procedure to enable the functionality the payer requires, directly addressing the administrator's issue of missing components.

B. Install the Health Cloud Claims unmanaged package. This package provides components for claims data ingestion and management, which is a separate business process from prior authorization requests.
C. Build custom page layouts and record types to support the requirement. This approach is contrary to the goal of using out-of-the-box features and would not expedite implementation; it would be significantly more time-consuming.
D. install an AppExchange prior authorization package. While a potential solution, the question implies using Salesforce's native, preconfigured components. The standard first step is to install the official extension package, not a third-party application. ---

1. Salesforce Health Cloud Developer Guide: Under the "Set Up Utilization Management" section, the first step is to "Install the Health Cloud Care Request Extensions Package." The guide states, "To use the utilization management features, install the Health Cloud Care Request Extensions unmanaged package in your org. The package contains preconfigured record types and page layouts for care requests." (See Chapter: Utilization Management in Health Cloud).

2. Salesforce Help & Training Documentation: The article "Install the Health Cloud Care Request Extensions Package" explicitly details this requirement. It notes, "The package contains preconfigured record types and page layouts for care requests that you can use to get started with utilization management." (Document ID: 000389113).

3. Salesforce Health Cloud Implementation Guide: This guide outlines the setup for various Health Cloud features. In the section for Utilization Management, it specifies that the "Care Request Extensions" package is a prerequisite for accessing the specialized record types and layouts needed for prior authorization workflows. (See Section: Configure Utilization Management).