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            Provider Referral Guided Flow Components

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            Provider Referral Guided Flow Components

            The provider referral guided flow requires these Omnistudio components.

            Required Editions

            View supported product editions.
            Component Type Description
            Create Outbound Referral Omniscript Lets caseworkers create an outbound referral to refer a client to a service provider.
            GetClientDetails Integration Procedure Gets client details based on the context in which a caseworker is creating the outbound referral.
            GetClientDetailsForSelectedTemplates Integration Procedure Fetches a client’s details from records based on the templates that the caseworker selects to share information with providers.
            GetClientRecords Integration Procedure Gets the cases, inbound referrals, or benefit assignments associated with a client.
            GetProviderDetails Integration Procedure Gets the provider details for the selected provider search results to create referrals.
            GetRelatedDocumentsForRecord Integration Procedure Fetches the documents associated with a case or a referral. For a benefit assignment, fetches the documents associated with its parent record.
            PSSOutboundReferralGetBenefitAssignments Omnistudio Data Mapper Fetches a constituent’s benefit assignments.
            PSSOutboundReferralGetCarePlanCase Omnistudio Data Mapper Gets the case associated with a care plan.
            PSSOutboundReferralGetCases Omnistudio Data Mapper Fetches a constituent’s cases.
            PSSOutboundReferralGetCaseDetailsByID Omnistudio Data Mapper Gets the details of a case based on its ID.
            PSSOutboundReferralGetClientAccountFromCase Omnistudio Data Mapper Gets the client’s account from a case based on the case ID.
            PSSOutboundReferralGetClientAccountFromReferral Omnistudio Data Mapper Gets the client’s account from a referral based on the referral ID.
            PSSOutboundReferralGetClientCaseAndAssessmentData Omnistudio Data Mapper Fetches the case, case participant, and assessment data associated with a client.
            PSSOutboundReferralGetClientBenefitAssignments Omnistudio Data Mapper Fetches a client’s benefit assignments.
            PSSOutboundReferralGetClientDetails Omnistudio Data Mapper Fetches the details from a client’s account.
            PSSOutboundReferralGetClientGoalAssignments Omnistudio Data Mapper Fetches a client’s goal assignments.
            PSSOutboundReferralGetClientHouseholdDetails Omnistudio Data Mapper Fetches the details of a client’s household.
            PSSOutboundReferralGetClientEmploymentHistory Omnistudio Data Mapper Fetches the employment history from the client’s person employment record.
            PSSOutboundReferralGetFacilitiesByName Omnistudio Data Mapper Fetches the provider facilities whose name matches the search string.
            PSSOutboundReferralFillPdfTemplates Omnistudio Data Mapper Adds details from the database records to the templates that the caseworker selects and generates the PDFs that are attached to the created referrals.
            PSSOutboundReferralGetMatchingAccounts Omnistudio Data Mapper Gets up to 10 accounts with names that have the characters entered by the caseworker for typeahead search.
            PSSOutboundReferralGetMatchingBenefitAssignments Omnistudio Data Mapper Gets up to 10 benefit assignments that have a Name field that includes the characters entered by the caseworker for typeahead search.
            PSSOutboundReferralGetMatchingCases Omnistudio Data Mapper Gets up to 10 cases that have a Case Number field that includes the characters entered by the caseworker for typeahead search.
            PSSOutboundReferralGetMatchingReferrals Omnistudio Data Mapper Gets up to 10 referrals that have a Name field that includes the characters entered by the caseworker for typeahead search.
            PSSOutboundReferralGetPractitionerFacilities Omnistudio Data Mapper Gets the healthcare practitioner facilities associated with the selected provider search results.
            PSSOutboundReferralGetProviderDetails Omnistudio Data Mapper Gets the provider details for the selected provider search result.
            PSSOutboundReferralGetProvidersByName Omnistudio Data Mapper Fetches providers whose name matches the search string.
            PSSOutboundReferralGetReferrals Omnistudio Data Mapper Fetches a constituent’s referrals.
            PSSOutboundReferralGetReferralDetails Omnistudio Data Mapper Gets the details of the referrals that were created based on the caseworker’s input.
            PSSOutboundReferralGetReferralDetailsByID Omnistudio Data Mapper Gets the details from a referral based on its ID.
            PSSOutboundReferralGetRelatedDocuments Omnistudio Data Mapper Fetches the documents associated with a record.
            PSSOutboundReferralGetUserDetails Omnistudio Data Mapper Gets the details of the user creating the referral.
            PSSOutboundReferralTranformJSON Omnistudio Data Mapper Renames keys in the JSON containing the outbound referral details and flattens the JSON.
            PSSOutboundReferralTransformProviderDetails Omnistudio Data Mapper Transforms provider details from the healthcare practitioner facilities to create referrals.
            PSSOutboundReferralShowBenefitAssignments Flexcard Shows the client benefit assignments.
            PSSOutboundReferralShowCaseParticipants Flexcard Shows the participants in the client case.
            PSSOutboundReferralShowChildWelfareInformation Flexcard Shows the client information that’s shared with providers when the caseworker selects the child welfare template.
            PSSOutboundReferralShowClientDetails Flexcard Shows the client details.
            PSSOutboundReferralShowEmploymentHistory Flexcard Shows the client employment history.
            PSSOutboundReferralShowGoalAssignments Flexcard Shows the client goal assignments.
            PSSOutboundReferralShowHouseholdMembers Flexcard Shows the members in the client household.
            PSSOutboundReferralShowJobCounselingInformation Flexcard Shows the client information that’s shared with providers when the caseworker selects the job counseling template.
            PSSOutboundReferralShowProviderDetails Flexcard Shows the details of the providers that the caseworker selected.
            PSSOutboundReferralShowReferralDetails Flexcard Shows the details of the referrals created for the caseworker's reference.
            PSSOutboundReferralShowWorkshopInformation Flexcard Shows the client information that’s shared with providers when the caseworker selects the workshop template.
             
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