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Basic Clinical Service Request Setup
To support common management tasks for clinical service requests (also known as referrals), configure the clinical service request page layout, configure flows, and set up paths and actionable lists.
Required Editions
Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud |
| User Permissions Needed | |
|---|---|
| To configure and enable features: | Health Cloud Foundation permission set |
- In Setup, find and select Referral Management Settings
-
Complete the steps listed for Basic Clinical Service Requests Setup on the Referral
Management tab.
The guided setup links back to this section for additional details to help you complete certain steps.
- Set Up Referral Management Guest User Access
Reduce incoming fax volume and delays in patient care by digitizing your referral process with an online experience for guest users. Get a guest referral website up and running quickly by customizing a prebuilt sample that guides users through creating a referral and uploading related documents. - Set Up Document AI for Health Referral Management
Use AI to extract information about incoming external clinical service faxes. Automate the process to minimize the workload for referral intake coordinators. - Configure the Create Case and Update Clinical Service Request Flow
To support the Create Case and Update Clinical Service Request flow, create picklist values used in the flow. - Configure the Use BRE Rules to Update CSR Status Flow
Automate clinical service request updates by configuring a flow that evaluates business rules against patient referral data. This setup eliminates manual status changes by using a prebuilt decision table and expression set to process work types and insurance details. - Configure the Verify Benefits and Eligibility Flow
To support the Verify Eligibility and Benefits flow, deploy a MuleSoft app and configure named and external credentials. - Set Up Referral Management Predictive Scoring
To support predictive scoring for referral management, install the Health Cloud Scoring data kit, verify data in the referral management data model objects (DMOs), and then configure write-back from Data Cloud to the Clinical Service Request object. - Configure Patient and Provider Outreach Email and SMS Templates
Use Outreach to create and launch a referral management campaign directly from a homepage. - Configure the Referral Management: Automate Clinical Service Request Review Orchestration Flow
To complete the basic setup to support clinical service requests, verify a few details and then activate the Referral Management: Automate Clinical Service Request Review orchestration flow.
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