View patient information

Yokohama Healthcare and Life Sciences

Release

yokohama

ft:locale

en-US

ft:publication_title

Yokohama Healthcare and Life Sciences

ft:clusterId

hcls

bundleId

hcls

workflow

Customer and Industry

Viewing patient information in Workspace

Release version: Yokohama

Updated January 30, 2025

2 minutes to read

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Summary of Viewing patient information in Workspace

The Workspace in ServiceNow provides a comprehensive 360-degree view of patient information, allowing healthcare providers to access detailed patient data anytime during healthcare services. This view is accessible via the Patient information overview tab and related lists on Interaction and Healthcare Case forms.

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Administrators can customize this patient information display using UI Builder, but the information below describes the default configuration.

Key Features

Personal details: Includes patient name, date of birth, SSN, contact information, and home address.
Insurance details: Displays insurance member number, coverage dates, RxBin, RxGroup, group number, RxPCN, and subscriber name.
Household members: Lists household members related to the patient, with clickable links to view relationships.
Conditions: Shows the number of health conditions recorded, with the ability to view detailed lists.
Medications: Displays the number of medications the patient is taking, with detailed views available.
Allergies: Lists observed allergies with access to detailed records.
Immunizations: Shows vaccines administered and detailed immunization records.
Cases overview: Visual donut chart of healthcare cases by status; clicking a status reveals case lists.
Claims overview: Donut chart of claims by status with ability to drill down into claim details.
Recent interactions: Lists recent patient interactions with clickable interaction numbers for details.
Appointments: Displays scheduled appointments with links to appointment details.
Record Information panel: Provides an overview of the patient record, case timeline, and SLA time remaining for healthcare cases.
Agent assist panel: Enables search for healthcare cases directly from an interaction for quick case reference.

Key Outcomes

This patient information view in Workspace enables healthcare agents and providers to quickly access comprehensive and organized patient data. It supports efficient case handling, interaction management, and appointment tracking, improving service delivery and patient care coordination.

By leveraging this default view or customizing it via UI Builder, ServiceNow customers can enhance their healthcare workflows with timely and relevant patient insights directly within their Workspace environment.

With the 360-degree view of a patient in Workspace, you can access the patient details anytime for any healthcare services.

The Patient information overview tab in Workspace provides several details about a patient enabling 360-degree view of the patient. The related list is displayed on the Interaction and Healthcare Case forms.

Note:

Your administrator can configure the Workspace to modify the patient information by using UI Builder. This topic discusses the default view for the patient information. For information about UI Builder, see UI Builder.

The overview tab for a patient in the healthcare workspace displaying various widgets containing patient information. For the text description, refer to the Patient information displayed in Workspace section. — Figure 1. Patient information

Table 1. Patient information displayed in Workspace
Details	Description
Personal details	Personal details of the patient including the name, date of birth, social security number (SSN), home phone number, email ID, and home address.
Insurance details	Insurance details of the patient including the member number, effective from date, RxBin number, RxGroup number, group number, effective to date, RxPCN number, and subscriber name.
Household members	Members of the household associated with the patient. Click the member name or responsibility to view the household member relationship details with the patient.
Conditions	Number of health conditions observed in the patient. Click the number to view a list of conditions associated with the patient.
Medications	Number of medications taken by the patient. Click the number to view a list of medications associated with the patient.
Allergies	Number of allergies observed in the patient. Click the number to view a list of allergies associated with the patient.
Immunizations	Number of vaccines administered for the patient. Click the number to view a list of immunizations associated with the patient.
Cases overview	Donut chart displaying healthcare cases associated with the patient by status. Click a status slice to view a list of cases in that status.
Claims overview	Donut chart displaying claims associated with the patient by status. Click a status slice to view a list of claims in that status.
Recent interactions	List of interactions that have been created for the patient. Click an interaction number to view more details about the interaction.
Appointments	List of appointments scheduled for the patient. Click an appointment number to view more details about the appointment.
Record Information	Contextual side panel used for viewing an overview of a patient record, the case timeline, and the time remaining out of the total SLA time associated with the healthcare case.
Agent assist	Contextual side panel used for searching for cases from an interaction. By default, the available search sources include healthcare cases.