Request care team assistance agentic workflow
Initiate a structured case intake process. Collecti all necessary information to create and log a support case for proper tracking and resolution by using the Request care team assistance agentic workflow in Now Assist for Virtual Agent.
Before you begin
Role required: sn_hco.care_team_member or sn_hco.care_team_manager
About this task
When you modify an agentic workflow, AI agent, or tool, make sure that you update all instructions accordingly.
This agentic workflow creates support requests of varying case types that are then sent to support departments for fulfillment.
The following Care Team Operations plugins contain the case types for this agentic workflow:
- Care Team Operations for Biomed
- Care Team Operations for Environmental Services
- Care Team Operations for Facilities
- Care Team Operations for Healthcare IT
Procedure
- In Care Team Portal or Care Team Mobile, select the chat widget button to open Now Assist in Virtual Agent.
- Select Request care team assistance.
- Describe one or more support requests in detail.
- Respond to any questions asked by the Care team operations case intake AI agent to provide more context as needed.
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Reply to the AI agent.
- If the AI agent displays correct information for all support cases, reply Yes.
- If information displayed isn’t correct, respond No and provide additional information until the correct request information is captured.
Result
After confirming all request details are correct, the Care team operations case creation AI agent creates one or more cases for supporting service departments as needed. Case information will display in card form and you can select the case number to navigate directly to the case within Care Team Portal.
Cases created are fulfilled by users with the Support Agent role in the Healthcare Operations Workspace.