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

  1. Go to the Lead record page.
  2. Select Gear icon, and then select Edit Page.
  3. In the Lightning App Builder, add a tab named Provider Recruitment to the page layout.
  4. Place an OmniScript component on the Provider Recruitment tab.
  5. Select these properties to add the Provider Recruitment OmniScript:
    • For OmniScript Type, select HealthCloudPNM
    • For OmniScript SubType, select ProviderRecruitment
  6. 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.