Configuring Pre-Visit Management

  • Release version: Australia
  • Updated August 3, 2023
  • 1 minute to read

    • Set up the Pre-Visit Management application to complete pre-visit activities associated with a procedure.

    Important:

    Starting with the Yokohama release, Pre-Visit Management 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.

    The following table provides an overview of the configuration tasks required for Pre-Visit Management.

    Note:
    The Pre-Visit Management application is based on the Healthcare and Life Sciences data model and stores all procedure requests in the Procedure request [sn_previsit_procedure_request] table.
    Table 1. Pre-Visit Management configuration tasks

    Task

    Description

    Install Pre-Visit Management.

    Install the Pre-Visit Management application to work on procedure requests.

    Assign roles for Pre-Visit Management users.

    Assign roles to control access to features, capabilities, and data in the Pre-Visit Management application.

    Approve restricted caller access privileges for Pre-Visit Management.

    Approve restricted caller access (RCA) privileges for accessing document templates from the Pre-Visit Management application.

    Determine who can work on the appointment booking task for a procedure.

    Add users who can work on the appointment booking task for a procedure to the Procedure scheduler assignment group.

    Configure when to send the procedure consent form to a patient.

    Configure the Pre-Visit Management application to when to send the procedure consent document for review and signature to a patient before the procedure appointment date.

    Specify a to-do item for patients.

    Add a to-do item that patients must complete as part of their pre-visit planning.

    Configure the auto-generation of documents for a procedure request.

    Define the conditions for auto-generating documents for a procedure request.

    Configure the patient portal to add a to-dos menu item for procedure request tasks.

    Configure the patient portal to add a menu item that lists all to-do items for patients.

    Configure a playbook for Pre-Visit Management.

    Configure a playbook to provide step-by-step guidance for resolving procedure request cases.

    Configure a Pre-Visit Management email notification.

    Configure the Pre-Visit Management email notifications sent to patients about pre-visit activities for procedure requests.

    Determine additional user profiles.

    Determine who can act as an agent connector or contributor for procedure request cases.

    Set up the process for contributors to create a procedure request case.

    Set up the process for creating procedure request cases on a service portal.