---
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


---

# Configure a checklist for Patient Support Services

# Configure a checklist for Patient Support Services {#ariaid-title1}

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

Configure a checklist for a Patient Support Services program as an
informal list of questions or tasks used as a reminder for the completion of an enrollment
request.

## 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 \[KB0867184\]](https://support.servicenow.com/kb_view.do?sysparm_article=KB0867184) article in the Now Support knowledge base.

Role required: admin

## Warum und wann dieser Vorgang ausgeführt wird

The checklist feature is available with the Checklist plugin
(com.glide.ui.checklist). As an administrator, you can create a checklist such as an
eligibility checklist for a program or a training completion checklist for a nurse
educator and associate them with a Patient Support Services
program.

With the Patient Support Services application, the following
checklists are available for use:

* Eligibility Checklist: A sample checklist for determining the eligibility of a patient for a Patient Support Services program.
* Nurse educator checklist: A sample checklist for conducting a training task. By default, this checklist is assigned to the Nurse Training Support group.

{#pss-config-checklist__ul_ihp_hmz_crb}

Alternatively, you can create a checklist using the Checklist formatter. For more
information, see [Create a
checklist](https://www.servicenow.com/docs/access?context=t_CreateAChecklist&version=australia&pubname=australia-platform-user-interface&ft:locale=en-US).

## Prozedur

1. Navigate to AllPatient Support ServicesAdministrationChecklist.
2. Either configure an existing checklist or create a new one.
   * Select an existing checklist template.
   * Create new checklist template by clicking New.
   {#pss-config-checklist__choices_cvk_4rz_crb}
3. On the form, verify the default field values for an existing checklist or fill in the values for a custom configuration.  
   {#pss-config-checklist__table_k5p_mpz_crb__entry__2}

   | Field | Description |
   |-|-|
   | Name | Name to identify the checklist template |
   | User | User who created the template. |
   | Group | Group who can use the checklist template. Hinweis: Only members of the selected group and the user who created the checklist can use the checklist as a template. Leaving this field empty prevents anyone but the template creator from using the checklist template. |
   | Template | JSON representation of the checklist. |
   [Tabelle : 1. Checklist Template form]

   {#pss-config-checklist__table_k5p_mpz_crb}
4. Save your changes.
   * Save a new checklist by clicking Submit.
   * Save the changes to an existing checklist by clicking Update.
   {#pss-config-checklist__choices_o4v_gsz_crb}

## Nächste Maßnahme

Associate the checklist with a Patient Support Services program. For
more information, see [Configuring a program for Patient Support Services](https://servicenow-prod.fluidtopics.net/_7AkDJeOe8HZKNaBvD1V7g "Enable your patients to enroll to a program in the Patient Support Services application.").