Health Cloud Administration
jConfigure Action Buttons for Submitting and Inquiring about Authorization Requests
Help your provider users to launch OmniScripts and handle authorization request
submissions and inquiries in an efficient manner by adding FlexCard-based action buttons to
pages.
Before performing this task: Configure Statuses for Authorization Requests from Provider Offices
Each FlexCard contains an action button that triggers the launch of the integrated OmniScript.
|
Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud |
| User Permissions Needed | |
|---|---|
| To add action buttons: | OmniStudio Admin permission set AND Utilization Management Provider User permission set AND Update on cases |
- Go to your home page.
-
Click
, and then select Edit
Page.
- In the Lightning App Builder, place a FlexCard component on the page.
- In the Properties pane for the FlexCard, select HealthCloudUtilizationManagementProviderAuthorizationLaunch as the FlexCard name.
-
Activate the settings and save your changes.
Your authorization coordinators now see the Create Authorization Request action button on their home pages, which launches the HealthCloudUtilizationManagementProviderAuthorizationRequest OmniScript process.
-
Next, go to the Case Lightning record page, and add the
HealthCloudUtilizationManagementProviderInquiryLaunch FlexCard to the
page layout.
Your authorization coordinators now see the Inquire Status action button, which launches the HealthCloudUtilizationManagementProviderInquiryRequest OmniScript process.