Patient Support Services dashboard

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura
  • Monitor the status of open enrollment cases to streamline patient enrollment activities for the Patient Support Services programs.

    Importante:

    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.

    Figura 1. Patient Support Services dashboard
    Patient Support Services dashboard displaying case information and open fulfillment tasks in single score and bar chart form. For the text description, refer to the Reports section.

    Access the Patient Support Services dashboard

    To open the dashboard, navigate to Patient Support Services > Dashboard.

    Use cases

    For examples of how different people in your organization would use this dashboard, see these use cases.
    Tabela 1. Dashboard use cases

    User

    Dashboard use

    sn_patientservice.agent or sn_hcls.manager

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

    Reports

    Tabela 2. Dashboard reports

    Title

    Type

    Source table

    Description

    Critical Cases Open

    Single Score

    Single score icon.

    Enrollment case [sn_patientservice_enroll_case]

    Count of priority 1 enrollment cases that are still open.

    Unassigned cases

    Single Score

    Single score icon.

    Enrollment case [sn_patientservice_enroll_case]

    Count of enrollment cases not assigned to patient service representatives.

    Active SLAs Breached Cases

    Single Score

    Single score icon.

    Enrollment case [sn_patientservice_enroll_case]

    Count of enrollment cases that breached the service level agreement (SLA) of your business.

    Open cases

    Single Score

    Single score icon.

    Enrollment case [sn_patientservice_enroll_case]

    Count of enrollment cases that are still open.

    Open Cases not Updated for 7 Days

    Single Score

    Single score icon.

    Enrollment case [sn_patientservice_enroll_case]

    Count of enrollment cases not updated for the last seven days.

    Active Programs

    Single Score

    Single score icon.

    Program [sn_hcls_program]

    Count of active programs.

    Open cases - By State

    Horizontal Bar

    Horizontal bar graph icon.

    Enrollment case [sn_patientservice_enroll_case]

    Status of all open enrollment cases categorized by their state as Completed services fulfillment, Enrollment accepted, New, Open, Pending services fulfillment, or Review in progress.

    Open cases - By Program

    Horizontal Bar

    Horizontal bar graph icon.

    Enrollment case [sn_patientservice_enroll_case]

    Count of all open enrollment cases categorized by the programs they are associated with.

    Open Fulfilment tasks

    Bar

    Stacked bar chart icon.

    Program Task [sn_patientservice_program_task]

    Count of all open program tasks grouped by their state and stacked by their program service item​.