Configuring playbooks for Patient Support Services

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Configure a playbook to provide step-by-step guidance for resolving enrollment cases.

    As a user with the admin role, you can create a playbook by using Playbooks, a ServiceNow AI Platform® feature. For more information, see Process Automation Designer.

    The playbooks in the Patient Support Services application use the CSM Configurable Workspace playbook experience. By default, the Patient Support Services application includes a playbook for assisting care coordinators to resolve enrollment cases.

    Configure a playbook by navigating to All > Process Automation > Process Automation Designer. You can either select an existing process definition or create a new process definition for the playbook associated with enrollment cases. For more information, see Process definitions.
    Note:
    When configuring a process definition for the playbook associated with enrollment cases, ensure that the application scope is set to Patient Support Services or Healthcare and Life Sciences Service Management Core using the application picker. For more information, see Application picker.