---
sourceDocument: Australia Healthcare and Life Sciences
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/de-DE/healthcare-life-sciences

 Release :

    - australia

ft:locale :

    - de-DE

ft:publication_title :

    - Australia Healthcare and Life Sciences

ft:clusterId :

    - hcls

bundleId :

    - hcls

workflow :

    - Customer and Industry


---

# Auto-generation of documents

# Configuring the auto-generation of documents for procedure requests {#ariaid-title1}

* Freigeben Version: Australia
* 
* Aktualisiert 12. März 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 Minute Lesedauer

You can define the conditions for auto-generating documents for a procedure
request.  
Wichtig:  
Starting with the Yokohama release, Pre-Visit Management is being prepared for future deprecation. It will be hidden and no longer activated on new instances but will continue to be supported.

For details, see the [Deprecation Process \[KB0867184\]](https://support.servicenow.com/kb_view.do?sysparm_article=KB0867184) article in the Now Support knowledge base.

By default, privacy consent and procedure consent documents are automatically generated for
procedure requests with the Pre-Visit Management workflow. However, you can create
pre-filled and reusable document templates based on your workflow requirements. For more
information, see [Configure document templates for Healthcare and Life Sciences Service Management Core](https://servicenow-prod.fluidtopics.net/5iN8Kl4A3Q8lNhrQyT0NHA "Improve the patient experience by automatically identifying and assigning relevant healthcare documents including consent and privacy documents in a workflow that uses cases extending the healthcare case type.").

The privacy consent document is automatically triggered for the procedure request cases. The
Select privacy consent decision rule generates the privacy consent
document when the procedure request review task is set to Complete by a
patient service representative in the playbook for Pre-Visit Management.

As a user with the admin rule, you can configure decision tables in the Healthcare and Life Sciences Service Management Core application by navigating to AllHCLS Service ManagementAdministrationDocument decisions. For more information, see [Configure the auto-generation of documents for healthcare cases](https://servicenow-prod.fluidtopics.net/YQW6IH4bdEQsgtvRSqOp_w "You can define the conditions for auto-generating documents for a healthcare case.").

The procedure consent document is sent to patients using the Send procedure consent schedule scheduled job. By default, the scheduler sends the procedure consent
document to patients three days prior to procedure appointment booking date. As a user with the
sn_previsit.admin role, you can configure the Send procedure consent schedule scheduled job to change the schedule. For more information, see [Configure when to send the procedure consent form to a patient](https://servicenow-prod.fluidtopics.net/FI4T024_mmif2_11gxTeKw "Configure the Pre-Visit Management application to when to send the procedure consent document for review and signature to a patient before the procedure appointment date.").

