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
  1. From the App Launcher, find and select OmniScripts.
  2. Select the HealthCloudPNMPrimarySourceVerification OmniScript, and click New Version.
  3. Select DocuSignEnvelopeAction.
  4. In the Properties pane, go to DocuSign Templates, and click Add Template.
  5. 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
  6. Save your changes.
  7. Activate the OmniScript.