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            Set Up Roster File Mapping

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            Set Up Roster File Mapping

            Streamline how you manage diverse provider roster files with Roster File Mapping by using Data Processing Engine (DPE) on Data 360. Easily integrate and update unstructured data submitted by providers in CSV format, improving accuracy, efficiency, and accessibility. Save manual effort and time on large files by using generative AI to map data automatically. Process and harmonize data directly to Health Cloud objects in real time to accelerate updates. Use the scalable architecture and a comprehensive data view to boost operational efficiency.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions of Health Cloud with the Health Cloud Provider Network Management and Genie Data Platform Starter add-on licenses
            Note
            Note To use Data Processing Engine (DPE) on Data 360, you must have the Data Cloud Starter license.

            Roster File Mapping simplifies the process of managing extensive data such as multiple providers and locations, handles necessary data transformations, and updates the data in the Provider Network Management (PNM) data model, ultimately improving operational efficiency.

            • Enable Roster File Mapping
              Enable your users to streamline the roster file mapping process and keep their data up to date in the Provider Network Management data model. Follow the guided setup on the Provider Network Management Settings page for a smooth and error-free implementation.
            • Accelerate Roster Mapping with Canonical DLO Template and GenAI
              Simplify and standardize the processing of provider roster files by using a Canonical Data Lake Object (DLO) Template. Use Generative AI to automatically map roster fields to this template, replacing manual configuration with smart, AI-driven suggestions. Transform incoming data into a unified format, ensuring seamless mapping, transformation, and ingestion into the Provider Network Management (PNM) data model.
            • Sample Apex Trigger to Create Case Related Records for Roster File Mapping Request
              Use a sample Apex trigger to create case-related files from content documents linked to cases that have a Roster record type.
            • Set Up Email-to-Case for Roster File Mapping
              Set up Email-to-Case to efficiently manage provider data. When a provider emails a payer with a roster file that contains information about providers that must be added or updated in the payer network’s database, Salesforce automatically creates a case with the attached file, ensuring the information is ready for processing.
            • Add Routing Addresses for Email-to-Case
              Set and configure routing addresses to redirect case submissions to your organization's email services address. A case is created when the email address you specify is listed in the To, CC, or BCC fields of an email from a provider.
            • Experience Cloud Site for Roster File Management
              Enhance operational efficiency and data accuracy by creating an Experience Cloud site for healthcare providers to submit roster files. Configure Flexcards and Omnistudio components to automate the submission process, helping providers to securely upload their files for immediate processing. After the file upload, a case is automatically created in the payer org. Providers can track the status of file submissions and view detailed case information, ensuring transparent and efficient collaboration.
            • Upload Provider Roster Data Files from Cases
              Upload provider roster data that you receive via cases in the form of Case-Related Files to the Provider Network Management data model.
             
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