View a procedure request case in Workspace

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

    • View a procedure request case in Workspace to complete patient pre-visit activities for a procedure.

    Before you begin

    You must have access to procedure request cases.

    Role required: sn_hcls.manager or sn_previsit.patient_service_agent

    Procedure

    1. Open your Workspace by navigating to All > Pre-Visit Management > Workspace.
    2. View procedure request cases assigned to you or your groups.
      • View procedure request cases assigned to you by navigating to Lists > Procedure request > My Cases.
      • View all open procedure request cases assigned to you by navigating to Lists > Procedure request > My Open.
      • View procedure request cases that belong to your groups but have not been assigned to anyone by navigating to Lists > Procedure request > Unassigned for my groups.
      • View all procedure request cases by navigating to Lists > Procedure request > All.
    3. Click the link to the case you want to view.

    Result

    The selected procedure request case page opens in another tab within Workspace displaying the following components:
    • Playbook
    • Details
    • Patient information
    • Tasks
    • Appointments
    • Pre-authorization requests
    • Emails
    • Task SLAs

    A procedure request case is based on a healthcare case that instead is based on a customer service case. Depending on the configurations made by your administrator and your role, additional tabs similar to a customer service case might appear for the procedure request case.

    Note:
    The Patient field is mandatory for a procedure request case.

    For more information on tabs available for a customer service case, see Customer service case form.

    What to do next

    You can select the Patient information tab in Workspace to view patient details. For more information, see Viewing patient information for a procedure request in Workspace.