Health Cloud Administration
jConfigure the Create Referral Flow
Use Flow Builder to automate your referral creation process. With the Create Referral
Flow, your users provide relevant patient, provider, and facility details, and the flow creates
related referral records for them. Add the Create Referral flow to the Provider Search page or the
Patient Account page.
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Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud |
| User Permissions Needed | |
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| To open, edit, or create a flow in Flow Builder: | Manage Flow |
Referrals created by the Create Referral flow comprise clinical service requests, clinical service request details, and document links. The flow also creates or updates the associated patient account record. If your referral management process requires different steps, add or remove elements from the Create Referral flow. Health Cloud supports only one version of the Create Referral flow.
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From Setup, enter Flows in the Quick Find box, select
Flows, and then click Create Referral.
The elements for a basic referral creation flow appear in the builder.
- Drag any additional elements you want to use onto the canvas.
- Select each of the flow elements and configure the screen properties to suit your business needs.
- Save your flow.
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From the Provider Search page or the Patient Account page, add a quick action that triggers
the Create Referral flow. Optionally, add the quick action to the Clinical Service Request list
view.
If you use the Crisis Support Center Management app, you can also add the Create Referral action to the Bed Search component.When users create a referral from a page with patient or provider information, the flow prepopulates with that information.