Loading
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Configure the Use BRE Rules to Update CSR Status Flow

            You are here:

            1. Salesforce Help
            2. Docs
            3. Health

            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.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud
            User Permissions Needed
            To manage picklist values: Customize Application
            To edit or activate flows: Manage Flows
            To create, edit, activate, and delete an expression set or decision table: Rule Engine Designer

            Before you start this task, make sure that your org has the required Business Rules Engine (BRE) licenses (BRERuntimeAddOn and BREDesignerAddOn) .

            1. Clone the Patient Referral Expression Set and the Patient Referral Decision Table.
            2. Add Data to the Decision Table. Make sure that your .csv file has these four headers in this order: WorkType, CSRStatusReason, InsuranceStatus, and CSRStatus.
            3. Add these exact values to the Clinical Service Request Status picklist.
              • New
              • Processing
              • Waiting for Response
              • Manual Review Needed
              • Rejected
              • Accepted
              • Scheduled
              • Completed
              • Closed - No Appointment
            4. Add these exact values to the Clinical Service Request Status Reason picklist.
              • Missing Information
              • Manual Required
              • Complex Work Type
              • Inactive Insurance
              • No Rule Match
              • Ready for Prior Authorization
            5. Clone and activate the Use BRE Rules to Update CSR Status flow. If you changed the name of the expression set or decision table when you cloned them, update their values in the Invoke Prior Authorization Decision Table element in the flow.
             
            Loading
            Salesforce Help | Article