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            Update the Verification OmniScript to Use Your DocuSign Template

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            Update the Verification OmniScript to Use Your DocuSign Template

            Help your credentialing specialists regenerate a credentialing application when provider input changes during the verification process. Add the provider credentialing DocuSign template that you uploaded to your DocuSign account to the Primary Source Verification Omniscript. The Omnistudio Data Mapper in the OmniScript saves the latest input given by providers and regenerates 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 HealthCloudPNMPrimarySourceVerification Omniscript, and click New Version.
            3. Select DocuSignEnvelopeAction.
            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. Activate the Omniscript.
             
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