Configuring an appointment booking setting for Patient Support Services

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 10 Minuten Lesedauer
  • Enable patients to book an appointment for the training requests conducted by nurse educators.

    Wichtig:

    Starting with the Yokohama release, Patient Support Services 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] article in the Now Support knowledge base.

    In the Patient Support Services application, an appointment is booked for scheduling training requests included within a program service. For completing a program service item, a program task is created in the application.

    The Patient Support Services application uses the Appointment Booking plugin (com.snc.appointment_booking) to create an appointment record in the Appointment [sn_hcls_appointment] table. The appointment record is created for a program task that requires appointment booking. The plugin is automatically activated after your administrator installs the Patient Support Services application. For more information about the Appointment Booking feature, see Appointment booking components.

    As a user with the sn_patientservice.admin role, you configure the following appointment booking settings:
    1. Configure an appointment booking setting in Patient Support Services.
    2. Configure an appointment booking service setting in Patient Support Services.
      Hinweis:
      The appointment booking feature requires configuration for a program task that offers scheduled appointments. A service configuration includes settings that apply only to that specific service.
    3. Optional: Configure a day-level appointment booking setting in Patient Support Services.
    4. Display an appointment booking window on a patient portal.

    Configure an appointment booking setting in Patient Support Services

    Set up time windows for conducting a program task that patient can use to book appointments in the Patient Support Services application.

    Vorbereitungen

    Wichtig:

    Starting with the Yokohama release, Patient Support Services 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] article in the Now Support knowledge base.

    Set the application scope to Patient Support Services using the application picker. For more information, see Application picker.

    Role required: sn_patientservice.admin

    Warum und wann dieser Vorgang ausgeführt wird

    By default, the application includes the Program service appointment setting for a program task.

    Prozedur

    1. Navigate to All > Patient Support Services > Administration > Appointment booking settings.
    2. In the Appointment Booking Configuration list, either configure an existing setting or create a new one.
      • Select an existing configuration in the Appointment Booking Configuration list.
      • Create a new configuration by clicking New in the Appointment Booking Configuration list.
    3. On the form, verify the default field values for an existing configuration, or fill in the values for a custom configuration.
      Tabelle : 1. Appointment Booking Configuration form

      Field

      Description

      Name

      Name to identify the configuration.

      Task Table

      Task table for which the appointment is created.

      The Patient service training [sn_patientservice_training_task] table is the default table for the Patient Support Services training tasks.

      Availability Method

      Method to determine the appointment availability.

      An availability method is one of the following types:
      Number of appointments per slot
      Specific number of appointments per time slot. This method uses a specified number of available appointments per time window. The actual number of appointments is specified in the appointment service configuration. For example, if the administrator specifies 10 appointments per window, then each appointment window has 10 available appointments. The number of available appointments for an appointment window decreases by one each time an appointment within that window is booked.
      Scripted
      Script to determine the number of available appointments per time window.

      Advanced Calendar view for Portal

      Option to display the advanced calendar view for available appointments in the Select Appointment window on the patient portal.

      The advanced calendar view displays appointments categorized in different time slots of the day, such as morning, afternoon, and evening.

      Active

      Option for activating the application configuration and enabling the appointment booking.

      Auto acceptance

      Option to enable the auto-acceptance of the training tasks by an agent.

      For Patient Support Services, clear the Auto acceptance check box because the appointment for a training task is booked by a patient.

      Calendar View

      View of the available appointments in the Select Appointment window on the patient portal for a single day or for a week.

      Advanced Calendar view for Portal

      Advanced view of the available appointments in the Select Appointment window on the patient portal.

      Script

      Script used to determine the number of available appointments. This field appears only when Scripted is selected from Availability Method.

    4. Save your changes.
      • For an existing configuration, click Update.
      • For a new configuration, click Submit.

    Nächste Maßnahme

    Configure an appointment booking service setting in Patient Support Services.

    Configure an appointment booking service setting in Patient Support Services

    Set up an appointment booking configuration for a service provided to patients within the program tasks.

    Vorbereitungen

    Wichtig:

    Starting with the Yokohama release, Patient Support Services 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] article in the Now Support knowledge base.

    Role required: sn_patientservice.admin

    Warum und wann dieser Vorgang ausgeführt wird

    By default, the application includes the Program service appointment config setting for the services included within the Patient Support Services training tasks.

    Prozedur

    1. Navigate to All > Patient Support Services > Administration > Appointment booking settings.
    2. Click the link to the appointment booking configuration with which you want to associate the setting.
    3. Either configure an existing setting or create a new one.
      • Select an existing configuration in the Appointment Booking Service Configuration related list.
      • Create a new configuration by clicking New in the Appointment Booking Service Configuration related list.
    4. On the form, verify the default field values for an existing configuration, or fill in the values for a custom configuration.
      Tabelle : 2. Appointment Booking Service Configuration form

      Field

      Description

      Enable day level configuration

      Option to configure different schedule on a day level when booking appointments.

      Active

      Activates appointment booking for the service.
      Hinweis:
      If deactivated, customers cannot schedule appointments for the service but can still create work orders.

      General Information

      Name

      Name to identify the service configuration.

      Configuration

      Name of the appointment booking configuration associated with this service. This field is automatically set to the selected appointment booking configuration.

      Availability Table

      Table that is used to calculate appointment availability. The default is the Appointment [sn_hcls_appointment] table.

      Holiday Schedule

      Holiday schedule to use when determining appointment availability.

      Click the lookup icon (Lookup using list icon.) and select a schedule from the Schedules list.

      The appointment booking feature evaluates the holiday schedule when determining the number of available appointments and excludes any day in the schedule that is set to Exclude. For more information, see Holidays.

      Catalog Information

      Catalog Item

      Service in the service catalog for which this appointment booking configuration is being created.

      Click the lookup icon (Lookup using list icon.) and select a service from the Record Producers list.

      By default, the application includes the Program service appointment record producer for the Program service appointment configuration.

      Location

      Field in the record provider that determines the appointment location.

      Timezone

      Appointment window based on the Timezone field specified in the patient record or the location where the appointment for the training task is scheduled.

      Appointment is mandatory

      Option to make creating an appointment when requesting the service as a requirement.

      User contact

      Field on the record provider that determines who the appointment is being created for.

      A reference field that looks for a sys_user variable and sets the variable on the record producer; for example, Patient.

      Booking

      Appointments per window

      Number of available appointments for each configured appointment time slot.

      The numeric value you enter determines the number of available appointments that are displayed on the Select Appointment window.

      Lead time

      Number of hours or days from the current time after which an appointment can be booked for this service.

      Future bookable max days

      Number of days prior to the current day for which an appointment can be booked for this service.

      Reschedule/Cancel by time

      Number of hours or days prior to an appointment start time that are required for an appointment to be canceled or rescheduled.

      If a patient attempts to cancel or reschedule an appointment within this number of hours, the Cancel button is not available.

      Appointments

      Appointment window

      Duration of the appointment window.
      Hinweis:
      Allow enough time for the training to be started and completed within this window.

      Work duration

      Amount of time required to complete all tasks created by the record producer.

      Travel duration (round trip)

      Average travel time required for an agent. This field is not used in Patient Support Services.

      Daily Schedule

      Bookable days

      Days of the week for which appointments can be booked.

      Daily start time

      Earliest start time for an appointment window in a workday.

      Daily end time

      Latest end time for an appointment window in a workday.

      Include daily break

      Option for scheduling a break for each bookable day.

      If you select the Include daily break check box, you can then specify the break start and end times in the boxes that appear.

      Appointment booking preview

      Preview of the appointment windows and times based on the selected start and end times, break time, and appointment window.

    5. Save your changes.
      • For an existing configuration, click Update.
      • For a new configuration, click Submit.

    Configure a day-level appointment booking setting in Patient Support Services

    Create or modify different schedules on a day level when booking appointments for a program task. The appointments can be scheduled at different time slot of a day, such as morning, afternoon, or evening.

    Vorbereitungen

    Wichtig:

    Starting with the Yokohama release, Patient Support Services 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] article in the Now Support knowledge base.

    1. Configure an appointment booking setting in Patient Support Services.
    2. Configure an appointment booking service setting in Patient Support Services.

    Role required: admin

    Warum und wann dieser Vorgang ausgeführt wird

    You can create a single or multiple day level configurations for each program task that requires an appointment booking.

    Prozedur

    1. Navigate to All > Patient Support Services > Administration > Appointment booking settings.
    2. Click the link to the appointment booking configuration with which you want to associate the setting.
    3. Click the link to the appointment booking service configuration for which you want to configure different appointment schedules.
    4. Select the Enable day level configuration check box.
    5. In the Appointment Booking Day Configuration related list, click New.
    6. On the form, fill in the fields.
    Tabelle : 3. Appointment Booking Day Configuration form

    Field

    Description

    Name

    Name to identify the day-level configuration, such as Morning, Afternoon, or Evening.

    Active

    Option for activating the appointment slot.

    Start date

    Start date of the appointment booking window.

    End date

    End date of the appointment booking window.

    Daily start time

    Earliest start time for an appointment window in a workday.

    Daily end time

    Latest end time for an appointment window in a workday.

    Service configuration

    Name of the service configuration for which you are scheduling configurations on a day level.

    Work duration

    Amount of time required to complete all tasks created by the record producer.

    Travel Duration (round trip)

    Estimated value of the average travel time required (round trip) for the agent performing the task. This field is not applicable to Patient Support Services.

    Appointment window

    Duration of the appointment window.
    Hinweis:
    Allow enough time for the training to be started and completed within this window.

    Appointments per window

    Number of available appointments for each configured appointment time slot.

    The numeric value you enter determines the number of available appointments that are displayed on the Select Appointment window.

    Include daily break

    Option for scheduling a break for each bookable day.

    If you select the Include daily break check box, you can then specify the break start and end times in the boxes that appear.

    Appointment booking preview

    Preview of the appointment windows and times based on the selected start and end times, break time, and appointment window.

    1. Click Submit.

    Displaying appointment booking window on a patient portal

    Display a menu item to select appointments when booking or rescheduling an appointment for Patient Support Services on a patient portal.

    Wichtig:

    Starting with the Yokohama release, Patient Support Services 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] article in the Now Support knowledge base.

    By default, the Program service appointment record producer is available for booking appointments associated with Patient Support Services. You can use the default record producer to enable patients to book appointments or create your own record producer.

    As an administrator, you can include the record producer for appointment booking in a service  catalog and display the service  catalog  as a module on a patient portal. Patients can then use the module to book appointments for a training request.

    For more information, see Record Producer and Set up a service catalog .