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            Update DocuSign Account Id In Omnistudio Data Mapper

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            Update DocuSign Account Id In Omnistudio Data Mapper

            Your credentialing specialist can verify whether the DocuSign sent to the provider after primary source verification is signed. Update the default DocuSign Account ID in the Omnistudio Data Mapper Interface with your DocuSign Account ID.

            Required Editions

            Available in:

            Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud and Health Cloud for Experience Cloud Sites
            User Permissions Needed
            To edit an Integration Procedure: Omnistudio admin
            1. From the App Launcher, find and select Omnistudio Integration Procedures.
            2. Search for and expand HealthCloudPNM/GetDocuSignStatus, and then select DocuSignStatusCheck (Version 1).
            3. In the Structure panel, select HealthCloudPNMDocuSignStatusInput to access its properties.
            4. Under Properties, click edit next to the linked Omnistudio Data Mapper.
              In the Omnistudio Data Mapper Configuration, locate the DocuSignAccountId field under the output JSON path that contains the default account id.
            5. Clone the Omnistudio Data Mapper and assign it a new name, such as HealthCloudPNMDocuSignStatusInput2.
            6. Replace the default value of the DocuSignAccountId field with your specific DocuSign Account ID.
            7. Go back to the properties section of HealthCloudPNMDocuSignStatusInput and update the Omnistudio Data Mapper name to match the new name assigned during cloning, that is, HealthCloudPNMDocuSignStatusInput2.
              Note
              Note Version control is available for Integration Procedure in the latest version of Omnistudio, so you're not required to update the Data Mapper name in the properties in the final step.
             
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