---
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


---

# View a procedure request case in Workspace

# View a procedure request case in Workspace {#ariaid-title1}

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

View a procedure request case in Workspace to complete patient pre-visit activities for a procedure.{#pre-visit-view-cases__hcls-view-cases-sd}

## Vorbereitungen

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.
You must have access to procedure request cases.

Role required: sn_hcls.manager or sn_previsit.patient_service_agent

## Prozedur

1. Open your Workspace by navigating to AllPre-Visit ManagementWorkspace.
2. View procedure request cases assigned to you or your groups.
   * View procedure request cases assigned to you by navigating to ListsProcedure requestMy Cases.
   * View all open procedure request cases assigned to you by navigating to ListsProcedure requestMy Open.
   * View procedure request cases that belong to your groups but have not been assigned to anyone by navigating to ListsProcedure requestUnassigned for my groups.
   * View all procedure request cases by navigating to ListsProcedure requestAll.
   {#pre-visit-view-cases__choices_vcn_mzx_cqb}
3. Click the link to the case you want to view.

## Ergebnisse

The selected procedure request case page opens in another tab within Workspace displaying the following components:

* Playbook
* Details
* Patient information
* Tasks
* Appointments
* Pre-authorization requests
* Emails
* Task SLAs

{#pre-visit-view-cases__ul_nsk_phz_cqb}

A procedure request case is based on a healthcare case that instead is based on
a customer service case. Depending on the configurations made by your administrator
and your role, additional tabs similar to a customer service case might appear for
the procedure request case.  
Hinweis:  
The Patient field is mandatory for a procedure request case.

For more information on tabs available for a customer service case,
see [Customer service case
form](https://www.servicenow.com/docs/access?context=r_CustomerServiceCaseForm&version=australia&pubname=australia-customer-service-management&ft:locale=en-US).

## Nächste Maßnahme

You can select the Patient information tab in Workspace to view patient details. For more information, see [Viewing patient information for a procedure request in Workspace](https://servicenow-prod.fluidtopics.net/mTFlU_4YqjUwrEIZRroUPA "With the 360-degree view of a patient in Workspace, you can access the patient details anytime for completing procedure request cases.").