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            Refer Beneficiary Constituents to Providers

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            Refer Beneficiary Constituents to Providers

            Search for suitable providers for a constituent who is assigned benefits. You can select up to three provider and provider facility combinations and start the provider referral flow.

            Required Editions

            View supported product editions.
            User Permissions Needed
            To use provider search: Criteria-Based Search and Filter AND Program and Benefit Management Access AND Provider Management Access AND Public Sector Access permission sets
            To create provider referrals: OmniStudio User AND Provider Management Access permission sets
            1. From the App Launcher, find and select Benefits, and then select a benefit.
            2. From the Benefit Assignment related list, click Search Providers.
            3. Search for providers based on the relevant criteria, and select up to three provider and provider facility combinations to refer.
            4. To start the provider referral flow, click Create Referral.
            5. Under Client Details, search for and select the constituent’s account.
              When you enter one or more characters, the flow suggests up to 10 accounts whose names include those characters. If you don’t see the account that you’re looking for, enter more characters to improve the suggestions.
            6. Under Provider Details, verify the provider and provider facilities that you selected.
            7. Under Source Record, select the client record that’s the source of this referral.
              1. For Source Object, indicate if this is a case, referral or benefit assignment.
              2. Search for and select the source record. For a case, search by case number. For a referral or benefit assignment, search by name.
                When you enter one or more characters, the flow suggests up to 10 records that include those characters. If you don’t see the record that you’re looking for, enter more characters to improve the suggestions.
            8. Click Next.
            9. Under Referral Details, enter a title for the referral and the required details.
            10. (Optional) Upload files to give additional information to the provider.
            11. (Optional) The flow lists documents attached to the source record. Select the documents that you want to attach to give the provider more context.
            12. Click Next.
            13. (Optional) Select one or more PDF templates to share information with providers. The flow fills the templates with information from client records and attaches the filled PDF to the referral.
            14. Click Next.
            15. Before creating the referral, review the information, and then click Next.

            The flow creates the referral and shares the referral record with the providers that you selected.

             
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