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Configure Referral Management
Set up the queues, objects, and access that your users must have to submit referrals.
Required Editions
Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud |
Important Instead of using Lead and Opportunity objects to manage referrals,
use the Clinical Service Request object and automation tools built for the FHIR R4-aligned
Clinical Data Model. To benefit from new and enhanced referral management features in the
future, you must use objects in the Clinical Data Model.
- Assign the Health Cloud Platform Permission Set License to yourself and your users.
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Set up
queues and assignment rules for incoming leads.
That way, referrals are submitted to the correct referral coordinator or group for management.
- Create a support process for both leads and opportunities.
- Schedule an Apex job that calculates referral scoring.
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Set up security and sharing for the Opportunity object to control which users can see
the referral.
Set up user profiles by granting access to the Patient Referral record types and page layouts on both Lead and Opportunity.
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Create a
trigger that gives sharing access to the person who created the referral after
it’s been converted to an opportunity.
Adding access to closed leads ensures that they remain visible to submitters and lets them monitor the status of their referrals.
- If your company uses custom values for the picklist fields, you can add or change them as well.
- Set up an approval process for referrals that need approval and specify the sequence of required steps to approve a referral.
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Use Process Builder to automate your business
processes.
For example, create tasks to notify members and providers about the status of a referral.
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Update any existing profiles with the appropriate permissions for the fields in the
Lead and Opportunity objects that are used for referrals.
When you add the page layouts for leads and opportunities, referrers can monitor the status of the people they’ve referred.
- Add the referral page layouts for leads and opportunities to any pages used to submit and manage referrals.
- If you want referring physicians outside the organization to submit referrals, set up a partner Experience Cloud site.
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