Utilization Management prebuilt Omnistudio components
Key Takeaway
Customize copies of the prebuilt Utilization Management components, not the originals, then activate and relink the copies so users get your versions.
Utilization Management in Agentforce Health runs on a prebuilt set of OmniStudio components: Omniscripts, Flexcards, Integration Procedures, and Data Mappers. These components guide payer users through the complex authorization process, from authorization requests to reviews. They also process incoming Coverage Requirement Discovery (CRD) and Documentation Templates and Rules (DTR) requests. They work out of the box, but Salesforce recommends customizing copies instead of the originals.
What each component type does
These prebuilt components are available in Lightning Experience on Enterprise and Unlimited Editions with Agentforce Health. Each component type has its own job:
- Omniscripts hold the user-interaction logic that walks users through the process with consistent responses.
- Flexcards display data and launch the Omniscripts as actions.
- Integration Procedures bundle server-side data integration operations for efficiency and reuse.
- Data Mappers transfer and transform data moving in and out of Salesforce.