Creating procedure request cases as a contributor
Create procedure request cases for your patients from a service portal as a user with the contributor profile.
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.
Your administrator can configure the option for creating procedure request cases. By default, the option is available from the Case menu on the Consumer Service Portal page. If you have the contributor role in CSM, you can use the option to create procedure request cases from your Consumer Service Portal.