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.
|
Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud |
| User Permissions Needed | |
|---|---|
| To update an OmniScript: | OmniStudio Admin permission set |
- From the App Launcher, find and select OmniScripts.
- Select the HealthCloudPNMPrimarySourceVerification OmniScript, and click New Version.
- Select DocuSignEnvelopeAction.
- In the Properties pane, go to DocuSign Templates, and click Add Template.
-
Provide the details of the credentialing application DocuSign template that’s uploaded to
your DocuSign account.
- Template: Provider App Template
- DR Interface: HealthCloudPNMTransformCredentialingDocusign
- Signer Name: %FirstName% %LastName%
- Signer Email: %ProviderInformation:OfficeEmail%
- Template Role: Provider
- Save your changes.
- Activate the OmniScript.