Assign roles for Pre-Visit Management users

  • Release version: Washingtondc
  • Updated August 3, 2023
  • 1 minute to read

    • Assign roles to control access to features, capabilities, and data in the Pre-Visit Management application.

    Before you begin

    Set the application scope to Pre-Visit Management using the application picker. For more information, see Application picker.

    Role required: sn_previsit.admin, sn_hcls.admin, or admin

    About this task

    Users with the roles listed in the following table can use the Pre-Visit Management application.
    Table 1. Roles installed with Pre-Visit Management

    Role

    Description

    Contains roles

    sn_previsit.admin

    Administers who can access the Pre-Visit Management application.

    sn_previsit.patient_service_agent

    sn_previsit.patient_service_agent

    Views and fulfills procedure request cases as a patient service representative.

    sn_hcls.healthcare_agent

    sn_previsit.case_creator

    Creates procedure request cases for all associated objects.

    sn_previsit.case_viewer

    sn_previsit.agent_connector

    Views, creates, and updates procedure request cases for all associated objects.

    You can combine this role with other roles for a user with the agent connector profile. For more information, see Determining additional user profiles in Pre-Visit Management.
    • sn_hcls.healthcare_agent
    • sn_previsit.sm_agent

    sn_previsit.case_viewer

    Views all procedure request cases available in the application.

    None

    sn_previsit.contributor

    Creates procedure request cases for patients.

    You can combine this role with other roles for a user with the contributor profile. For more information, see Determining additional user profiles in Pre-Visit Management.
    • sn_hcls.clinical_data_viewer
    • sn_hcls.foundation_data_viewer
    • sn_hcls.patient_data_viewer
    • sn_hcls.practitioner_data_viewer
    • sn_hcls.health_insurance_data_viewer
    • sn_previsit.case_viewer
    • sn_hcls.revenue_cycle_data_viewer
    • sn_previsit.case_creator

    sn_previsit.sm_agent

    Accesses and views all data related to procedure requests as a patient service representative.

    sn_previsit.case_creator

    Procedure

    Assign roles to users and groups using the ServiceNow AI Platform user administration feature.