---
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


---

# Configuring playbooks for Pre-Visit Management

# Configuring playbooks for Pre-Visit Management {#ariaid-title1}

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

Configure a playbook to provide step-by-step guidance for resolving procedure request cases.{#pre-visit-config-playbook__pre-visit-playbook}  
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.

As a user with the admin role, you can create a playbook by using Playbooks, a ServiceNow AI Platform® feature. For more
information, see [Process Automation
Designer](https://www.servicenow.com/docs/access?context=process-automation-designer&version=australia&pubname=australia-build-workflows&ft:locale=en-US).

The playbooks in the Pre-Visit Management application use the CSM Configurable Workspace playbook experience. By default, the Pre-Visit Management application includes a playbook for assisting
patient service representatives to resolve procedure request cases.  
Configure a playbook by navigating to AllProcess AutomationProcess Automation Designer. You can either select an existing process definition or create a new process definition for the playbook associated with procedure request cases.  
Hinweis:  
When configuring a process definition for the playbook associated with procedure request cases, ensure that the application scope is set to Pre-Visit Management or Healthcare and Life Sciences Service Management Core by using the application picker. For more information, see [Application picker](https://www.servicenow.com/docs/access?context=c_ApplicationPicker&version=australia&pubname=australia-application-development&ft:locale=en-US).