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            Get to Know the Omnistudio Components Related to Intake Flow

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            Get to Know the Omnistudio Components Related to Intake Flow

            The intake flow in Crisis Support Center Management is built using Omnistudio components that combine to provide a smooth and swift client intake process.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud

            The flow includes these components.

            Omnistudio Component Name Use
            Omniscript HealthCloudCrisisSuptCtrMgmt/CaptureCallerInformation Captures client details and associates the client with an account.
            Flexcard HealthCloudCrisisSuptCtrMgmtIndividualAccount Displays account details in a single row including name, phone, birthdate, and address.
            Flexcard HealthCloudCrisisSuptCtrMgmtAccountList Displays a list of account details including name, phone, birthdate, and address.
            Data Mapper HealthCloudCrisisSuptCtrMgmtRetrievePersonAccounts Retrieves accounts that are associated with the phone number recorded during the intake flow.
            Data Mapper HealthCloudCrisisSuptCtrMgmtCreatePersonAccount Creates a new person account when there is no existing account associated with a phone number.
            Data Mapper HealthCloudCrisisSuptCtrMgmtCreateAttendees Creates engagement attendee records.
            Data Mapper HealthCloudCrisisSuptCtrMgmtCreateCase Creates a case record that looks up the selected account.
            Data Mapper HealthCloudCrisisSuptCtrMgmtRetrieveAccounts Retrieves accounts that match the criteria when users search for an account by name.
            Data Mapper HealthCloudCrisisSuptCtrMgmtUpdateEngagementInteraction Updates an engagement interaction record.
            Data Mapper HealthCloudCrisisSuptCtrMgmtCreateCaseFromAccount Creates a case when an account is selected.
            Data Mapper HealthCloudCrisisSuptCtrMgmtCreateAttendeesFromAccount Creates an engagement attendees record when an account is selected.
            Data Mapper HealthCloudCrisisSuptCtrMgmtCreateEngagementInteraction Creates an engagement interaction record when an account is selected.
            Integration Procedure HealthCloudCrisisSuptCtrMgmtShowMoreAccounts Shows more account records when no record is selected.
            Integration Procedure HealthCloudCrisisSuptCtrMgmtShowAccountsOnSelection Shows more account records when records are selected.
            Integration Procedure HealthCloudCrisisSuptCtrMgmtVerifyEngagementInteraction Checks if an engagement interaction is already verified.
            Data Mapper HealthCloudCrisisSuptCtrMgmtCheckIsVerified Retrieves IsVerified field from the EngagementInteraction object.
            Data Mapper HealthCloudCrisisSuptCtrMgmtRetrieveMessagingSessionDetails Retrieves messaging session details using session context ID.
            Data Mapper HealthCloudCrisisSuptCtrMgmtCreateEngmtIntrctnFromMsgSession Creates an engagement interaction record from an ongoing messaging session.
            Data Mapper HealthCloudCrisisSuptCtrMgmtRetrievePersonAccountContact Retrieves the contact of a person account using account ID.
            Data Mapper HealthCloudCrisisSuptCtrMgmtUpdateMessagingSession Updates a messaging session record.
             
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