Health Cloud Administration
jGet to Know the OmniStudio Components Related to Intake Flow
The intake flow in Crisis Support Center Management is built using OmniStudio components
that combine to provide a smooth and swift client intake process.
|
Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud |
The flow includes these components.
| OmniStudio Component | Name | Use |
|---|---|---|
| OmniScript | HealthCloudCrisisSuptCtrMgmt/CaptureCallerInformation | Captures client details and associates the client with an account. |
| FlexCard | HealthCloudCrisisSuptCtrMgmtIndividualAccount | Displays account details in a single row including name, phone, birthdate, and address. |
| FlexCard | HealthCloudCrisisSuptCtrMgmtAccountList | Displays a list of account details including name, phone, birthdate, and address. |
| DataRaptor | HealthCloudCrisisSuptCtrMgmtRetrievePersonAccounts | Retrieves accounts that are associated with the phone number recorded during the intake flow. |
| DataRaptor | HealthCloudCrisisSuptCtrMgmtCreatePersonAccount | Creates a new person account when there is no existing account associated with a phone number. |
| DataRaptor | HealthCloudCrisisSuptCtrMgmtCreateAttendees | Creates engagement attendee records. |
| DataRaptor | HealthCloudCrisisSuptCtrMgmtCreateCase | Creates a case record that looks up the selected account. |
| DataRaptor | HealthCloudCrisisSuptCtrMgmtRetrieveAccounts | Retrieves accounts that match the criteria when users search for an account by name. |
| DataRaptor | HealthCloudCrisisSuptCtrMgmtUpdateEngagementInteraction | Updates an engagement interaction record. |
| DataRaptor | HealthCloudCrisisSuptCtrMgmtCreateCaseFromAccount | Creates a case when an account is selected. |
| DataRaptor | HealthCloudCrisisSuptCtrMgmtCreateAttendeesFromAccount | Creates an engagement attendees record when an account is selected. |
| DataRaptor | HealthCloudCrisisSuptCtrMgmtCreateEngagementInteraction | Creates an engagement interaction record when an account is selected. |
| Integration Procedure | HealthCloudCrisisSuptCtrMgmtShowMoreAccounts | Shows more account records when no record is selected. |
| Integration Procedure | HealthCloudCrisisSuptCtrMgmtShowAccountsOnSelection | Shows more account records when records are selected. |
| Integration Procedure | HealthCloudCrisisSuptCtrMgmtVerifyEngagementInteraction | Checks if an engagement interaction is already verified. |
| DataRaptor | HealthCloudCrisisSuptCtrMgmtCheckIsVerified | Retrieves IsVerified field from the EngagementInteraction object. |
| DataRaptor | HealthCloudCrisisSuptCtrMgmtRetrieveMessagingSessionDetails | Retrieves messaging session details using session context ID. |
| DataRaptor | HealthCloudCrisisSuptCtrMgmtCreateEngmtIntrctnFromMsgSession | Creates an engagement interaction record from an ongoing messaging session. |
| DataRaptor | HealthCloudCrisisSuptCtrMgmtRetrievePersonAccountContact | Retrieves the contact of a person account using account ID. |
| DataRaptor | HealthCloudCrisisSuptCtrMgmtUpdateMessagingSession | Updates a messaging session record. |