Create a patient record in Workspace

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

    • Create a patient record from within an interaction in Workspace.

    Antes de Iniciar

    Role required: sn_hcls.healthcare_agent, sn_hcls.manager

    Procedimento

    1. Open your Workspace by navigating to All > HCLS Service Management > Healthcare workspace.
    2. Navigate to Lists > Interactions > My Interactions.
    3. Click the link to the interaction with which you want to associate a patient record.
    4. On the Interaction form, click Create Patient.
    5. Fill in the details for the new patient.
    6. Opcional: Add an attachment related to the patient by clicking Browse in the Attachments panel.
    7. Click Save.

    Resultado

    The patient record is created. You can then verify the patient to associate the patient record with the interaction. For more information, see Associate a patient record with an interaction in Workspace.