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            Configure Referral Authorization

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            Configure Referral Authorization

            Use the Authorize Referral for Provider Salesforce flow to enable caseworkers to authorize the service delivery by a provider. The flow updates a referral's authorization status. It also shares the benefit assignment record related to the referral and the account of the benefit assignment enrollee with the provider user. The provider user can then easily track service delivery as benefit disbursements against the benefit assignment. Make sure that caseworkers have the appropriate permissions to run the flow, and configure a custom action to initiate the flow.

            Required Editions

            Prepare the Flow

            Clone and activate the Authorize Referral for Provider flow.

            Required Editions

            User Permissions Needed
            To open, edit, and run flows in Flow Builder: Manage Flow
            1. From Setup, in the Quick Find box, enter Flows, and then select Flows.
            2. Select Authorize Referral for Provider.
            3. Click Save As.
            4. Enter a flow label. For example, enter Authorize Referral Flow.
            5. For Flow API Name, enter authorize_referral_flow.
            6. Save your changes.
            7. Optional: Customize the flow as necessary.
              Note
              Note The Authorize Referral for Provider flow uses these permission sets: Provider Management Access, Provider Management For Partner.

              If you assigned a cloned instance of any of these permission sets to users, make sure that you update the Authorize Referral for Provider flow to use the cloned permission set before using the flow.

            8. Activate the flow.

            Configure a Custom Action to Authorize Referrals from Referral Record Pages

            Create a quick action that caseworkers can use to easily authorize a referral for a provider. The quick action uses the Salesforce flow. Create an additional page layout for the provider site. Make the quick action available only to the caseworkers and administrators, and not to the providers.

            Required Editions

            User Permissions Needed
            To create custom actions and add them to page layouts: Customize Application
            1. Create a quick action.
              1. From the Object Management settings for Referral, go to Button, Links, and Actions.
              2. Click New Action.
              3. Select Flow as the action type.
                The Authorize Referral for Provider flow is automatically populated in Flow.
              4. Enter Authorize Referral as the label, and then click Tab to automatically populate the API Name.
              5. Enter a description.
              6. Save your changes.
            2. Create a page layout for the provider site.
              1. Select Page Layouts, and click New.
              2. Select Referral Layout as the existing page layout.
              3. Enter a name for the page layout.
                For example, Referral Layout for Site.
              4. Save your changes.
            3. Add the quick action to the Referral layout.
              1. To add the action to the referral record page, select Page Layouts, and then select Referral Layout.
              2. In the palette, select Mobile & Lightning Actions, and then drag Authorize Referral to the Salesforce Mobile and Lightning Experience Actions section as the first action.
                If the Salesforce Mobile and Lightning Experience Actions section isn’t editable, first select override the predefined actions, and then drag the Authorize Referral custom action to the Salesforce Mobile and Lightning Experience Actions section.
              3. Save your changes.
            4. Assign the page layouts to the profiles.
              1. Click Page Layout Assignment, and then click Edit Assignment.
              2. For the partner community user profile, for example, Provider Site User, select the Referral Layout for Site page layout.
                For the Standard User and System Administrator profiles, make sure that Referral Layout is selected.

            See Also

             
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