Specifying the to-do items for patients in Pre-Visit Management
Add a to-do item that patients must complete as part of their pre-visit planning.
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.
With the Pre-Visit Management application, patients can complete the privacy consent, procedure consent, and review their insurance information from the to-do list of their patient portal. By default, the to-do items for patients are configured in the sn_hcls.to.do.tasks.list property.
As a user with the admin role, you can configure the sn_hcls.to.do.tasks.list property to add task tables as to-do items for patients. The property is available with the Healthcare and Life Sciences Service Management Core application. For more information, see Specify a to-do item for patients.