Set up Workspace for addressing healthcare-related requests

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Set up Healthcare Workspace to enable healthcare agents to view patient information and manage healthcare-related cases.

    Tabela 1. Setting up Healthcare workspace for addressing healthcare requests tasks

    Task

    Description

    Configure patient information in Healthcare workspace.

    Configure the Patient information related list in Healthcare workspace used by healthcare agents.

    Display patient information on a healthcare case.

    Enable healthcare agents to view relevant patient information within a healthcare case.
    Nota:
    For more information about the tasks required for setting up Healthcare workspace for agents, see Setting up your Configurable Workspace.