---
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


---

# Pre-Visit Management dashboard

# Pre-Visit Management dashboard {#ariaid-title1}

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

Monitor the status of open procedure request cases to streamline patient pre-visit activities for a procedure.  
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.
Abbildung : 1. Pre-Visit Management dashboard

## Access the Pre-Visit Management dashboard {#pre-visit-dashboard__section_zzv_pcm_tqb}

To open the dashboard, navigate to Pre-Visit ManagementDashboard.

## Use cases {#pre-visit-dashboard__section_a1w_pcm_tqb}

For examples of how different people in your organization would use this dashboard, see these use cases.{#pre-visit-dashboard__table_b1w_pcm_tqb__entry__2}

| User | Dashboard use |
|-|-|
| sn_previsit.patient_service_agent sn_hcls_manager | Monitors procedure request cases and measures the performance to stay on top of the backlog to provide a streamlined experience for patients. |
[Tabelle : 1. Use case of Pre-Visit Management dashboard]

{#pre-visit-dashboard__table_b1w_pcm_tqb}

## Reports {#pre-visit-dashboard__section_f1w_pcm_tqb}

{#pre-visit-dashboard__table_g1w_pcm_tqb__entry__4}

| Title | Type | Source table | Description |
|-|-|-|-|
| Critical Cases Open | Single Score ![Single score icon.]() | Procedure request \[sn_previsit_procedure_request\] | Count of priority 1 procedure request cases that are still open. |
| Unassigned cases | Single Score ![Single score icon.]() | Procedure request \[sn_previsit_procedure_request\] | Count of procedure request cases not assigned to patient service representatives. |
| Scheduling Tasks - Active SLAs Breached | Single Score ![Single score icon.]() | Task SLA \[task_sla\] | Count of appointment booking tasks that breached the service level agreement (SLA) of your business. |
| Open Cases | Single Score ![Single score icon.]() | Procedure request \[sn_previsit_procedure_request\] | Count of procedure request cases that are still open. |
| Cases - Pending Order Review | Single Score ![Single score icon.]() | Procedure request \[sn_previsit_procedure_request\] | Count of procedure request cases pending order reviews. |
| Cases - Pending Insurance Verification | Single Score ![Single score icon.]() | Procedure request \[sn_previsit_procedure_request\] | Count of procedure request cases pending insurance verification. |
| Open Cases not Updated for 7 Days | Single Score ![Single score icon.]() | Procedure request \[sn_previsit_procedure_request\] | Count of procedure request cases not updated for the last seven days. |
| Cases - Pending Appointment Booking | Single Score ![Single score icon.]() | Procedure request \[sn_previsit_procedure_request\] | Count of procedure request cases awaiting appointment booking. |
| Cases - Pending Pre-Auth | Single Score ![Single score icon.]() | Procedure request \[sn_previsit_procedure_request\] | Count of procedure request cases awaiting pre-authorization. |
| Open cases - By state | Horizontal Bar ![Horizontal bar graph icon.]() | Procedure request \[sn_previsit_procedure_request\] | Status of procedure request cases that are still open categorized by their state as Closed Complete, Closed Incomplete, New, Open, or Work in Progress​. |
| Scheduling Tasks - By state | Horizontal Bar ![Horizontal bar graph icon.]() | Book appointment \[sn_hcls_book_appt_task\] | Status of scheduling tasks for appointment booking categorized by their state as Canceled, Completed, or Requested​. |
[Tabelle : 2. Pre-Visit Management reports]

{#pre-visit-dashboard__table_g1w_pcm_tqb}