Define Custom Rules to Automate Authorization Request Workflows
Achieve the full potential of your authorization request workflow by customizing the
rules to address your organization’s unique needs. Define decision matrices and expression sets to
streamline, optimize, and standardize processes for your organization.
Required Editions
Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Health Cloud
User Permissions Needed
To create decision matrices and expression sets:
RuleEngine Designer permission set
Before you begin, analyze each stage of your organization’s review process and identify areas
with tedious manual work and opportunity for errors. Fine-tune the rules to address these unique
challenges.
From the App Launcher, find and select Lookup Tables.
Click New, and select Decision Matrix.
Define and set up the required number of decision matrices for your organization:
Enter a name for the decision matrix and set the Type as
Standard.
On the Related tab of your Decision Matrix record page, click version
1 of the matrix.
Add columns to define your input and output data.
Add rows and values for the decision matrix, and save your changes.
Edit the decision matrix version, set it as Active, and then save your changes.
From the App Launcher, find, and select Expression Sets.
Click New.
Define and set up the required expression sets for your business:
Enter a name for the expression set.
On the Related tab of your Expression Set record page, in the row for version 1, click
, then select Open in Expression
Set Builder.
In the Expression Set Builder, define the properties of the expression set version.
Define a series of steps connected in a logical flow by using variables, constants,
conditions, calculations, and decision matrices that you set up earlier.
Save your changes.
On the Details tab of the Expression Set Version record page, select
Active.
Set the rank as 1.
Save your changes.
You’ve now customized the rules but we aren’t quite finished. Next, update the
Omniscripts and related components to ensure they refer to these customized rules for
validating request details.
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