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Provider Referral Guided Flow Prerequisites
Before you set up the provider referral guided flow in Public Sector (formerly Public Sector Solutions), complete the prerequisites.
Required Editions
Enable Person Accounts
Required Editions
| User Permissions Needed | |
|---|---|
| To enable person accounts: | Customize Application AND View All Profiles |
- From Setup, in the Quick Find box, enter Person Accounts, and then select Person Accounts.
- Acknowledge the implications of using person accounts.
- Verify that the Account object has at least one record type.
- Verify that user profiles that have Read permission on Accounts also have Read permission on Contacts.
- Set the org-wide default sharing for Contacts to Controlled by Parent or set the sharing settings for Accounts and Contacts to Private.
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Turn on Person Accounts.
Salesforce creates the person account record type. If needed, create additional record types for Person Accounts.
- Assign the person account record type to user profiles.
Enable Standard Omnistudio Runtime
Required Editions
| User Permissions Needed | |
|---|---|
| To enable Omnistudio settings: | Customize Application |
To enable standard Omnistudio runtime, turn off the Omnistudio managed package runtime.
- From Setup, in the Quick Find box, enter Omnistudio Settings, and then select Omnistudio Settings.
- Disable Managed Package Runtime.
Enable Provider Management
Required Editions
| User Permissions Needed | |
|---|---|
| To enable provider management settings: | Customize Application |
- From Setup, in the Quick Find box, enter Provider Management, and then select Provider Management Settings.
- Turn on Provider Management: Let users manage a network of providers, their facilities, and their specialties.
- Turn on View Healthcare Details: Let users see healthcare-specific details for providers.
Enable Case Referrals
Required Editions
| User Permissions Needed | |
|---|---|
| To enable case referrals: | Customize Application |
- From Setup, in the Quick Find box, enter Program and Case Management, and then select Case Referrals Settings.
- Turn on Create and manage referrals.
Assign Permissions for Provider Referral Flow
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Assign these permission sets to admins who configure the provider referral flow.
- Case Referral
- Criteria-Based Search and Filter
- OmniStudio Admin
- Program and Benefit Management Access
- Provider Management Access
- Public Sector Access
- Data Pipelines Base User
Alternatively, assign the admins the Public_Sector_Solutions_Admin permission set group to assign them the required permission sets. The permission set group also provides access to additional common features that the admins can set up for users.
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Assign these permission sets to caseworkers who use the provider referral flow.
- Case Referral
- Criteria-Based Search and Filter
- OmniStudio User
- Program and Benefit Management Access
- Provider Management Access
- Public Sector Access
Alternatively, assign the users the Social_Program_Management_Caseworker permission set group to assign them the required permission sets. The permission set group also provides access to additional common features.
