Viewing the landing page for enrollment cases in Workspace
As a care coordinator, you can use the landing page of the Workspace to quickly scan and access enrollment cases.
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.
The landing page of the Workspace provides an overview of the enrollment cases assigned to you and your groups.
Role required
Care coordinators must have the sn_patientservice.agent role to use the Workspace. For more information, see Assign roles for Patient Support Services users.
Accessing and using the landing page
To access the Enrollment request workspace, navigate to .
The Workspace landing page includes components that display enrollment case information, plus visualizations that further breakdown the component data. Each visualization is connected to a data source. For example, the New Cases component includes visualizations for new cases.
As a care coordinator, you can perform the following tasks from the landing page of the Workspace:
- View the case or task information presented in each component.
- Drill into each component to see the case list behind the single score.
- Navigate to individual records from the case lists.
Viewing data
The Workspace landing page for enrollment cases is same as the landing page of Workspace for any healthcare-related cases including cases created for addressing enrollment requests. For more information, see View the landing page for healthcare-related cases in Workspace.