Configuring an appointment booking setting for Patient Support Services
Enable patients to book an appointment for the training requests conducted by nurse educators.
Starting with the Yokohama release, Patient Support Services 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.
In the Patient Support Services application, an appointment is booked for scheduling training requests included within a program service. For completing a program service item, a program task is created in the application.
The Patient Support Services application uses the Appointment Booking plugin (com.snc.appointment_booking) to create an appointment record in the Appointment [sn_hcls_appointment] table. The appointment record is created for a program task that requires appointment booking. The plugin is automatically activated after your administrator installs the Patient Support Services application. For more information about the Appointment Booking feature, see Appointment booking components.
- Configure an appointment booking setting in Patient Support Services.
- Configure an appointment booking service setting in Patient Support Services.Note:The appointment booking feature requires configuration for a program task that offers scheduled appointments. A service configuration includes settings that apply only to that specific service.
- Optional: Configure a day-level appointment booking setting in Patient Support Services.
- Display an appointment booking window on a patient portal.
Configure an appointment booking setting in Patient Support Services
Set up time windows for conducting a program task that patient can use to book appointments in the Patient Support Services application.
Before you begin
Starting with the Yokohama release, Patient Support Services 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.
Role required: sn_patientservice.admin
About this task
By default, the application includes the Program service appointment setting for a program task.
Procedure
What to do next
Configure an appointment booking service setting in Patient Support Services.
Configure an appointment booking service setting in Patient Support Services
Set up an appointment booking configuration for a service provided to patients within the program tasks.
Before you begin
Starting with the Yokohama release, Patient Support Services 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.
Role required: sn_patientservice.admin
About this task
By default, the application includes the Program service appointment config setting for the services included within the Patient Support Services training tasks.
Procedure
Configure a day-level appointment booking setting in Patient Support Services
Create or modify different schedules on a day level when booking appointments for a program task. The appointments can be scheduled at different time slot of a day, such as morning, afternoon, or evening.
Before you begin
Starting with the Yokohama release, Patient Support Services 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.
- Configure an appointment booking setting in Patient Support Services.
- Configure an appointment booking service setting in Patient Support Services.
Role required: admin
About this task
You can create a single or multiple day level configurations for each program task that requires an appointment booking.
Procedure
- Navigate to .
- Click the link to the appointment booking configuration with which you want to associate the setting.
- Click the link to the appointment booking service configuration for which you want to configure different appointment schedules.
- Select the Enable day level configuration check box.
- In the Appointment Booking Day Configuration related list, click New.
- On the form, fill in the fields.
Field |
Description |
|---|---|
Name |
Name to identify the day-level configuration, such as Morning, Afternoon, or Evening. |
Active |
Option for activating the appointment slot. |
Start date |
Start date of the appointment booking window. |
End date |
End date of the appointment booking window. |
Daily start time |
Earliest start time for an appointment window in a workday. |
Daily end time |
Latest end time for an appointment window in a workday. |
Service configuration |
Name of the service configuration for which you are scheduling configurations on a day level. |
Work duration |
Amount of time required to complete all tasks created by the record producer. |
Travel Duration (round trip) |
Estimated value of the average travel time required (round trip) for the agent performing the task. This field is not applicable to Patient Support Services. |
Appointment window |
Duration of the appointment window. Note: Allow enough time
for the training to be started and completed within this
window. |
Appointments per window |
Number of available appointments for each configured appointment time slot. The numeric value you enter determines the number of available appointments that are displayed on the Select Appointment window. |
Include daily break |
Option for scheduling a break for each bookable day. If you select the Include daily break check box, you can then specify the break start and end times in the boxes that appear. |
Appointment booking preview |
Preview of the appointment windows and times based on the selected start and end times, break time, and appointment window. |
- Click Submit.
Displaying appointment booking window on a patient portal
Display a menu item to select appointments when booking or rescheduling an appointment for Patient Support Services on a patient portal.
Starting with the Yokohama release, Patient Support Services 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.
By default, the Program service appointment record producer is available for booking appointments associated with Patient Support Services. You can use the default record producer to enable patients to book appointments or create your own record producer.
As an administrator, you can include the record producer for appointment booking in a service catalog and display the service catalog as a module on a patient portal. Patients can then use the module to book appointments for a training request.
For more information, see Record Producer and Set up a service catalog .