Managing appointment bookings for procedure requests
Manage appointments in the Pre-Visit Management application to confirm and schedule a procedure for a patient.
After a procedure request order is reviewed by a patient service representative in the Pre-Visit Management playbook, the Pre-Visit Management workflow triggers an appointment booking task for a procedure scheduler agent. A procedure scheduler agent is a user with the sn_previsit.patient_service_agent role and added to the Procedure scheduler assignment group.
As a procedure scheduler agent, you perform the following tasks:
- Ensure that an appointment is booked for the procedure either by working directly with the patient or gathering the booked appointment details; for example, from a third-party scheduling system or an EMR system.
- Record the booked appointment details in your ServiceNow instance by using the Create appointment UI action available within the Pre-Visit Management application. For more information, see Book an appointment for a procedure request.
Note:
Only after the booked appointment details are entered by using the
Create appointment UI action, the patient service representative can
review the appointment details and mark the Review appointments activity
of the Schedule procedure stage as complete in the Pre-Visit Management playbook. For more information, see Working on a procedure request case in Workspace.
Book an appointment for a procedure request
Book an appointment for a procedure request in the Workspace.
Before you begin
Role required: sn_previsit.patient_service_agent added to the Procedure scheduler assignment group