Customize the Predefined Authorization Process

Provide additional flexibility for your users by customizing the predefined Omnistudio components and workflow rules. With these customizations, you can speed up process management and automation, and implement a simplified, time-saving solution to meet your organization's requirements.

Required Editions

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud

  1. Define Custom Rules to Automate Authorization Request Workflows
    Achieve the full potential of your authorization request workflow by customizing the rules to address your organization’s unique needs. Define decision matrices and expression sets to streamline, optimize, and standardize processes for your organization.
  2. Design Custom Omnistudio Components for Authorizations
    Use Omnistudio to customize the default Omniscripts and related components so that they match your internal process and fulfill operational requirements for authorizations.