Configure patient information in Healthcare workspace

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read
  • You can configure the Patient information related list in Healthcare workspace used by healthcare agents.

    Healthcare workspace used by healthcare agents is a CSM Configurable Workspace. As a user with the admin role, you can configure the Patient information related list by using UI Builder. For more information, see Explore CSM Configurable Workspace.

    By default, patient information is displayed on interactions associated with patients. You can configure the CSM Configurable Workspace to display patient information for a healthcare case. Also, you can configure the Patient information related list for a specific healthcare case and user role. For more information, see Display patient information on a healthcare case type in Healthcare workspace.