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            Configure Action Buttons for Submitting and Inquiring about Authorization Requests

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            Configure 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.

            Required Editions

            Before performing this task: Define Provider Statuses for Authorization Requests

            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
            1. Go to your home page.
            2. Click Gear icon, and then select Edit Page.
            3. In the Lightning App Builder, place a FlexCard component on the page.
            4. In the Properties pane for the FlexCard, select HealthCloudUtilizationManagementProviderAuthorizationLaunch as the FlexCard name.
            5. 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.
            6. 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.
              Note
              Note The predefined Omnistudio components represent a default implementation and are ready to use. However, we recommend you customize these components per your organization's requirements. To do so, save a new version of each Omniscript and clone the associated Data Mappers and Integration Procedures. Retain the settings, save the new version or clone with a different name, activate the new version or the clone, and then relink the components. Similarly, clone and activate the Flexcards that launch these Omniscripts and relink them to the corresponding new versions of the Omniscripts. Cloning ensures that you don’t face any process disruptions when predefined components are updated during automatic upgrades.

            See Also

             
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