Pre-Visit Management dashboard

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

    • Monitor the status of open procedure request cases to streamline patient pre-visit activities for a procedure.

    Importante:

    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.

    Figura 1. Pre-Visit Management dashboard
    Pre-Visit Management dashboard displaying case information in single score and bar chart form. For the text description, refer to the Reports section.

    Access the Pre-Visit Management dashboard

    To open the dashboard, navigate to Pre-Visit Management > Dashboard.

    Use cases

    For examples of how different people in your organization would use this dashboard, see these use cases.
    Tabela 1. Use case of Pre-Visit Management dashboard

    User

    Dashboard use

    sn_previsit.patient_service_agent

    sn_hcls_manager

    Monitors procedure request cases and measures the performance to stay on top of the backlog to provide a streamlined experience for patients.

    Reports

    Tabela 2. Pre-Visit Management reports

    Title

    Type

    Source table

    Description

    Critical Cases Open

    Single Score

    Single score icon.

    Procedure request [sn_previsit_procedure_request]

    Count of priority 1 procedure request cases that are still open.

    Unassigned cases

    Single Score

    Single score icon.

    Procedure request [sn_previsit_procedure_request]

    Count of procedure request cases not assigned to patient service representatives.

    Scheduling Tasks - Active SLAs Breached

    Single Score

    Single score icon.

    Task SLA [task_sla]

    Count of appointment booking tasks that breached the service level agreement (SLA) of your business.

    Open Cases

    Single Score

    Single score icon.

    Procedure request [sn_previsit_procedure_request]

    Count of procedure request cases that are still open.

    Cases - Pending Order Review

    Single Score

    Single score icon.

    Procedure request [sn_previsit_procedure_request]

    Count of procedure request cases pending order reviews.

    Cases - Pending Insurance Verification

    Single Score

    Single score icon.

    Procedure request [sn_previsit_procedure_request]

    Count of procedure request cases pending insurance verification.

    Open Cases not Updated for 7 Days

    Single Score

    Single score icon.

    Procedure request [sn_previsit_procedure_request]

    Count of procedure request cases not updated for the last seven days.

    Cases - Pending Appointment Booking

    Single Score

    Single score icon.

    Procedure request [sn_previsit_procedure_request]

    Count of procedure request cases awaiting appointment booking.

    Cases - Pending Pre-Auth

    Single Score

    Single score icon.

    Procedure request [sn_previsit_procedure_request]

    Count of procedure request cases awaiting pre-authorization.

    Open cases - By state

    Horizontal Bar

    Horizontal bar graph icon.

    Procedure request [sn_previsit_procedure_request]

    Status of procedure request cases that are still open categorized by their state as Closed Complete, Closed Incomplete, New, Open, or Work in Progress​.

    Scheduling Tasks - By state

    Horizontal Bar

    Horizontal bar graph icon.

    Book appointment [sn_hcls_book_appt_task]

    Status of scheduling tasks for appointment booking categorized by their state as Canceled, Completed, or Requested​.