Set Up DocuSign Integration for Provider Network Management | Health Cloud Administration

Help your credentialing specialists easily generate the credentialing application form for their providers by setting up DocuSign integration for Provider Network Management. Providers can then sign the credentialing application form and give their consent to join the payer’s network.

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud

Enable providers to sign DocuSign forms in an OmniScript or email them a copy of the document to sign at their convenience. DocuSign integration requires an active DocuSign account.

Upload the Provider Credentialing DocuSign Template to Your DocuSign Account
Create a DocuSign account and upload the sample credentialing DocuSign template to your account. Salesforce provides this sample template to help your users generate the provider’s credentialing application form with minimum setup. Depending on your business needs, you can use the sample template with or without any modifications.
Update the Credentialing OmniScript to Use Your DocuSign Template
Help your credentialing specialists generate a credentialing application form when providers complete the credentialing process. Add the provider credentialing DocuSign template that you uploaded to your DocuSign account to the Credentialing OmniScript. The DataRaptor interface in the OmniScript uses all the input given by providers and generates the credentialing application based on this template.
Update the Verification OmniScript to Use Your DocuSign Template
Help your credentialing specialists regenerate a credentialing application when provider input changes during the verification process. Add the provider credentialing DocuSign template that you uploaded to your DocuSign account to the Primary Source Verification OmniScript. The DataRaptor interface in the OmniScript uses the latest input given by providers and regenerates the credentialing application based on this template.
Set Up Your DocuSign Account Site as a Trusted Site
Promote security by adding the site URL of your DocuSign account as a trusted URL with Content Security Policy (CSP) directives. CSP is a W3C standard that defines rules to control the source of content that a page can load. Configure a CSP trusted site by adding the site’s URL to the list of allowed sites.
Set Up Your DocuSign Account Site as a Trusted Site in Experience Site Builder
Promote security by adding the site URL of your DocuSign account as a Content Security Policy (CSP) trusted site for your Provider Portal experience cloud site. CSP is a W3C standard that defines rules to control the source of content that a page can load. Configure a CSP trusted site by adding the site’s URL to the list of allowed sites.