Viewing patient information for an enrollment case in Workspace

  • Release version: Xanadu
  • Updated August 1, 2024
  • 2 minutes to read
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    Summary of Viewing Patient Information for an Enrollment Case in Workspace

    The Patient Information tab in Workspace provides a comprehensive 360-degree view of patient details, essential for managing enrollment cases efficiently. This view allows users to access vital patient information at any time, streamlining the enrollment process.

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    Key Features

    • Personal Details: Displays the patient's name, date of birth, SSN, contact information, and address.
    • Insurance Details: Shows member number, effective dates, Rx information, and subscriber name.
    • Household Members: Lists related household members, with options to view their relationships with the patient.
    • Health Conditions: Indicates the number of health conditions, with links to detailed lists.
    • Medications: Displays the number of medications, allowing users to access detailed information.
    • Allergies: Shows the number of allergies, with links for further details.
    • Immunizations: Indicates the number of vaccines administered, with access to a detailed list.
    • Cases Overview: Visual representation of enrollment case statuses, enabling easy navigation to specific cases.
    • Claims Overview: Displays claims status with clickable sections for detailed views.
    • Recent Interactions: Lists recent patient interactions, with options for more detail.
    • Appointments: Shows scheduled appointments and provides detailed views when clicked.
    • Enrolled Programs: Lists programs the patient is enrolled in, with relevant enrollment dates and details.
    • Prescriptions: Displays prescribed medication products with links for more information.
    • Record Information: A side panel offering an overview of the patient's record, case timeline, and SLA time remaining.

    Key Outcomes

    This functionality enables ServiceNow customers to efficiently manage patient enrollment cases by facilitating easy access to critical patient information, thereby improving workflow and enhancing patient care. By leveraging these features, users can quickly navigate through patient records, which leads to more informed decision-making and better service delivery.

    With the 360-degree view of a patient in Workspace, you can access the patient details anytime for completing enrollment cases.

    The Patient information tab in Workspace provides several details about a patient enabling 360-degree view of the patient. The tab is displayed on the Workspace for enrollment cases.
    Note:
    Your administrator can configure the Workspace to modify the patient information by using UI Builder. This topic discusses the default view for the patient information. For information about UI Builder, see UI Builder.
    Figure 1. Patient information
    Workspace view of the patient information tab displaying patient information. For the descriptions of each attribute, please refer to the Patient information displayed for an enrollment case section.
    Table 1. Patient information displayed for an enrollment case

    Details

    Description

    Personal details

    Personal details of the patient including the name, date of birth, social security number (SSN), home phone number, email ID, and home address.

    Insurance details

    Insurance details of the patient including the member number, effective from date, RxBin number, RxGroup number, group number, effective to date, RxPCN number, and subscriber name.

    Household members

    Members of the household associated with the patient.

    Click the member name or responsibility to view the household member relationship details with the patient.

    Conditions

    Number of health conditions observed in the patient.

    Click the number to view a list of conditions associated with the patient.

    Medications

    Number of medications taken by the patient.

    Click the number to view a list of medications associated with the patient.

    Allergies

    Number of allergies observed in the patient.

    Click the number to view a list of allergies associated with the patient.

    Immunizations

    Number of vaccines administered for the patient.

    Click the number to view a list of immunizations associated with the patient.

    Cases overview

    Donut chart displaying enrollment cases associated with the patient by status.

    Click a status slice to view a list of cases in that status.

    Claims overview

    Donut chart displaying claims associated with the patient by status.

    Click a status slice to view a list of claims in that status.

    Recent interactions

    List of interactions that have been created for the patient.

    Click an interaction number to view more details about the interaction.

    Appointments

    List of appointments scheduled for the patient.

    Click an appointment number to view more details about the appointment.

    Enrolled Programs

    List of programs a patient is enrolled into and the enrollment date.

    Click a program name to view more details about the program.

    Prescriptions

    List of medication products prescribed for the patient.

    Click a medication product to view more details about the product.

    Record Information

    Contextual side panel used for viewing an overview of a patient record, the case timeline, and the time remaining out of the total SLA time associated with the enrollment case.