Set Up the Lead Record Page Layout for Provider Recruitment Process
Add the OmniScript for provider recruitment to the Lead record page so that your
recruitment specialist can complete the recruitment process for registered or nominated
providers.
|
Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud |
| User Permissions Needed | |
|---|---|
| To set up the Lead record page: |
Update on leads AND OmniStudio Admin permission set |
- Go to the Lead record page.
-
Select
, and then select
Edit Page.
- In the Lightning App Builder, add a tab named Provider Recruitment to the page layout.
- Place an OmniScript component on the Provider Recruitment tab.
-
Select these properties to add the Provider Recruitment OmniScript:
- For OmniScript Type, select HealthCloudPNM
- For OmniScript SubType, select ProviderRecruitment
-
Save your configuration and activate your page. If necessary, you can assign this custom
record page as the default for specific apps.
Your recruitment specialists now see the Provider Recruitment tab on their Lead record page, with the guided OmniScript flow for the recruitment process.