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            Update the Credentialing Omniscript to Use Your DocuSign Template

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            Update the Credentialing Omniscript to Use Your DocuSign Template

            Help your credentialing specialists generate a credentialing application form when providers complete the credentialing process. Add the provider credentialing DocuSign template that you uploaded to your DocuSign account to the Credentialing Omniscript. The Omnistudio Data Mapper in the Omniscript saves all the input given by providers and generates the credentialing application based on this template.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud
            User Permissions Needed
            To update an Omniscript: OmniStudio Admin permission set
            1. From the App Launcher, find and select OmniScripts.
            2. Select the HealthCloudPNMProviderCredentialingApplicationPortalUser Omniscript, and click New Version.
            3. Go to the Consent step and select the Sign your application electronically button.
            4. In the Properties pane, go to DocuSign Templates, and click Add Template.
            5. Provide the details of the credentialing application DocuSign template that’s uploaded to your DocuSign account.
              • Template: Provider App Template
              • Data Mapper Interface: HealthCloudPNMTransformCredentialingDocusign
              • Signer Name: %FirstName% %LastName%
              • Signer Email: %ProviderInformation:OfficeEmail%
              • Template Role: Provider
            6. Save your changes.
            7. Back on the Consent step, select the consent terms text block.
            8. In the Properties pane, edit the Text field and replace the sample terms of use with the actual terms of your organization.
            9. Save your changes.
            10. Activate the Omniscript.
             
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