Manage your teams

Australia Healthcare and Life Sciences
Release
australia
ft:locale
de-DE
ft:publication_title
Australia Healthcare and Life Sciences
ft:clusterId
hcls
bundleId
hcls
workflow
Customer and Industry
  • Healthcare and Life Sciences
  • Healthcare and Life Sciences Service Management
  • Healthcare and Life Sciences Service Management Core
  • Explore
  • Configure
  • Install
  • Assign roles
  • Setting up healthcare locations and healthcare organizations
  • Create a healthcare organization
  • Create a healthcare location
  • Associate healthcare locations with healthcare organizations
  • Data model
  • Data model example
  • Configure document templates
  • Configure document auto-generation
  • Approve restricted caller access privileges
  • Configure programs and program services
  • Configure a program service
  • Configure a program
  • Configure dosage specifications
  • Dosage concepts
  • Configure medication product dosage
  • Configure dosage characteristic
  • Configure dosage field mappings
  • Specify a to-do item for patients
  • Add a to-dos menu item to Service Portal
  • Determining the consent management process for patients
  • Configure a privacy policy for managing patient consent
  • Configuring the Patient Portal
  • Configure privacy policy settings
  • Configure the self-registration feature
  • Configure the knowledge base for articles
  • Configure the widgets
  • Set up the self-registration process
  • Set up personal information submission process
  • Configure virtual agent
  • Configure email notifications
  • Configure Redox as a source system for custom integration
  • Set up B2B2C
  • Install the Customer Data Models
  • Add account consumers
  • Assign the case viewer role for contacts
  • Extend the healthcare case table
  • Create a record producer
  • Add a record producer to CSM Portal
  • Set up your Healthcare Workspace
  • Configure patient information
  • Display patient information on a healthcare case
  • Extend the healthcare case table
  • Configure interactions for healthcare case types
  • Create ACL rules for accessing healthcare cases
  • Manage healthcare requests in Workspace
  • View the landing page for healthcare-related cases
  • Respond to healthcare requests
  • Associate a patient record with an interaction
  • Create a patient record
  • View patient information
  • Case summarization using Now Assist
  • Use the Patient Portal
  • Register as a patient
  • Enter key personal information
  • Reference
  • Components installed
  • Data model tables
  • Allergy intolerance table
  • Appointment table
  • Appointment participant table
  • Attribute table
  • Book appointment table
  • Claim diagnosis table
  • Claim header table
  • Claim line table
  • Condition table
  • Dosage definition table
  • Dosage specification table
  • Dosage variable table
  • Encounter table
  • Enrolled Program table
  • Enrolled Program Service table
  • Healthcare case table
  • Healthcare code set table
  • Healthcare location table
  • Healthcare organization table
  • Healthcare Task table
  • Immunization table
  • Medication table
  • Medication Prescription table
  • Medical device install base item table
  • Member plan table
  • Observation table
  • Patient table
  • Patient identifier table
  • Policy table
  • Policy consent table
  • Practitioner table
  • Practitioner location table
  • Practitioner location specialty table
  • Practitioner specialty table
  • Pre-authorization diagnosis table
  • Pre-authorization item table
  • Pre-authorization request table
  • Procedure table
  • Program table
  • Program relationship table
  • Program service table
  • Source system table
  • Update insurance information table
  • Patient Portal widget library
  • Appointment reminder card widget
  • COVID-19 status widget
  • Faq widget
  • Household widget
  • News and Articles widget
  • Open requests widget
  • Pending to-dos widget
  • Vaccinations widget
  • Healthcare organization form
  • Medication Prescription form
  • Policy form
  • Pre-authorization request form
  • Properties
  • Domain separation
  • Cryptographic modules
  • Encryption options
  • Healthcare and Life Sciences Service Management glossary
  • EMR Help
  • Explore
  • IT service request workflow scenario
  • Configure
  • Install
  • Data model
  • Configure the data table
  • Configure request definitions for EMR systems
  • Configure request parameters for EMR systems
  • Assign roles for EMR Help users
  • Configure healthcare case types
  • Create a custom case type
  • Set up the record producer
  • Set up the request definition
  • Set up the healthcare record page
  • Configure digest token authentication
  • Configure iFrame support in ServiceNow
  • Configure the EMR session info contextual sidebar
  • Configuring the EMR Help service portal
  • IT service request fulfillment
  • Customize the EMR system URL and API task parameters
  • Create requests within your EMR system
  • Submit IT service requests
  • Create healthcare cases
  • Virtual Agent in EMR Help
  • Resolve EMR Help requests
  • View and resolve IT service requests
  • View and resolve healthcare cases
  • Resolve a case using Workspace
  • Reference
  • Encryption options
  • Components installed
  • Data model tables
  • Remote request definition table
  • Remote request parameter table
  • Remote request data table
  • EMR Request Data table
  • Request configuration mapping table
  • Domain separation
  • Patient Support Services
  • Explore
  • Analytics and reporting
  • Dashboard
  • Workflow scenario
  • Configure
  • Install
  • Assign roles
  • Data model
  • Approve restricted caller access privileges
  • Configuring the enrollment request form
  • Configure the submission flow of the enrollment request form
  • Determine training permissions
  • Configure appointment booking setting
  • Configuring a program for Patient Support Services
  • Configure a checklist for Patient Support Services
  • Set up document auto-generation
  • Add a to-do menu to portal
  • Configuring playbooks
  • Configuring email notifications
  • Determine additional user profiles
  • Set up enrollment creation process
  • Create enrollment cases
  • Manage enrollment requests
  • View the landing page
  • View an enrollment case
  • Life cycle of an enrollment case
  • View patient information
  • Work on an enrollment case
  • View enrollment training tasks
  • View a training task
  • Manage a training task
  • Appointment booking workflow
  • Complete to-do items
  • Book appointments
  • Reference
  • Components installed
  • Domain separation
  • ATF (Automated Test Framework) tests
  • Pre-Visit Management
  • Explore
  • Analytics and reporting for Pre-Visit Management
  • Pre-Visit Management dashboard
  • Pre-Visit Management - Workflow scenario
  • Configure
  • Install
  • Assign roles
  • Approve restricted caller access privileges
  • Determine procedure booking task
  • Send the procedure consent form
  • Specifying to-do items
  • Auto-generation of documents
  • Add to-dos to Patient Portal
  • Configuring playbooks for Pre-Visit Management
  • Configuring the Pre-Visit Management email notifications
  • Determining additional user profiles in Pre-Visit Management
  • Set up procedure request process
  • Create procedure
  • Manage procedure requests
  • View procedure request cases
  • View a procedure request case in Workspace
  • View patient information
  • Working on a procedure request case in Workspace
  • Managing appointment bookings for procedure requests
  • Complete to-do items
  • Reference
  • Components installed
  • Pre-Visit Management properties
  • Domain separation
  • Vaccine Administration Management
  • Explore
  • Configure
  • Install
  • Create vaccine models
  • Create vaccine consumable assets
  • Create vaccination programs
  • Configure vaccination program eligibility criteria
  • Configure advanced appointment scheduling for a center
  • Advanced appointment scheduling configuration guidance
  • Configure inventory-based scheduling for a center
  • Configure vaccine appointment scheduling
  • Multi-vaccine appointment bookings configuration
  • Book appointments for subsequent doses
  • Privacy policy settings
  • Customize vaccination notification emails
  • Mass book vaccine appointments
  • Cancel appointments in a given date range
  • Configure the patient portal
  • Vaccine personal information
  • Preferred vaccination method
  • Appointment scheduling
  • Turn off automatic email notifications for mass booking
  • Appointment reminders and questionnaires
  • Retry booking for skipped appointment records
  • Configure a customer service agent
  • Encrypt search fields to appear in search assist
  • Manage high number of concurrent bookings
  • Manage concurrent vaccine events
  • Configure portal questionnaire text
  • Configure VAM property to enable scoped caching
  • Use Vaccine Administration Management
  • Register for a vaccination program using Patient Portal
  • Manage vaccination appointments using Clinician Portal
  • Request a vaccination
  • Vaccine Administration Management dashboard
  • Manage user appointments as a customer service agent
  • Manage user appointments as a clinician or a vaccine agent
  • Search user records
  • Create consumer users
  • Search existing appointments
  • Schedule an appointment
  • Cancel existing appointments
  • Reschedule existing appointments
  • Administer vaccine requests
  • Reference
  • Encryption options
  • Virtual Agent conversations
  • System properties
  • Components installed
  • Data model
  • Domain separation
  • Integration
  • Redox Inbound Integration
  • Explore
  • Configure
  • Install
  • Link your instance
  • Set up a healthcare system as source
  • Create a user
  • Assign roles
  • Configure credentials to send requests
  • Exchange real-time healthcare data
  • Reference
  • Supported data models and event types
  • Clinical Device Management
  • Healthcare Computerized Maintenance Management System
  • Explore
  • Medical devices in-service
  • AEM request
  • Medical devices out-of-service
  • Report medical device issue
  • CMMS Dashboard
  • Configure
  • Install
  • Assign roles
  • Data model
  • Set medical devices in-service
  • Set up playbooks
  • Set up the risk assessment questionnaire
  • Configure creation process
  • Configure in-service request process
  • Configure AEM request review
  • Set up playbooks
  • Set up the AEM request process
  • Set up the AEM approval process
  • Configure medical device out-of-service
  • Set up playbooks
  • Set up out-of-service requests
  • Configure the medical device issue process
  • Manage medical device cases
  • View the landing page
  • Manage medical device in-service cases
  • View a medical device in-service case
  • Life cycle
  • Work on a case
  • Assess device in-service risks
  • Manage medical device AEM cases
  • View a medical device AEM case
  • Life cycle
  • Work on a medical device AEM case
  • Manage medical device issue cases
  • Work on a case
  • View a case
  • Life cycle
  • Create a work order
  • Close a case
  • Manage device out-of-service cases
  • View an out-of-service case
  • Life cycle
  • Work on an out-of-service case
  • Create requests for medical devices
  • Reference
  • Components installed
  • Domain separation
  • Healthcare Operations
  • Healthcare Operations Core
  • Explore
  • Healthcare Operations Case
  • Care Team Portal
  • Configure
  • Install
  • Setting up roles and responsibilities
  • Assign roles
  • Assign responsibilities
  • Create a group for team members
  • Create a group for team managers
  • Setting up healthcare locations and healthcare organizations
  • Create a healthcare organization
  • Create a healthcare location
  • Associate healthcare locations with healthcare organizations
  • Create healthcare providers
  • Create healthcare departments
  • Create organizational teams
  • Organizing your healthcare organizations
  • Organizing your Healthcare Locations
  • Add or remove members
  • Configure properties to edit members
  • Associate assignment groups
  • Configure the abstract case type
  • Add menu items into Care Team Portal
  • Embed Care Team Portal in Epic
  • Update variables for tokenized data
  • Configure iFrame embedding for Care Team Portal
  • Enable Multi-Provider SSO for your ServiceNow instance
  • Authenticate SMART on FHIR
  • Create an Identity Provider
  • Configure your Identity Provider for Care Team Portal
  • Configure Hyperdrive integration settings
  • Navigate the Care Team Portal
  • Track requests
  • Manage your teams
  • View your teams
  • Add a team member
  • Remove a member
  • View knowledge articles
  • Create requests
  • Reference
  • Data model
  • Tables installed
  • Components installed
  • Healthcare and Life Sciences Operations glossary
  • Care Team Mobile
  • Explore
  • Care Team Mobile overview
  • Asset Scan in Care Team Mobile
  • Browse locations in Care Team Mobile
  • Knowledge articles in Care Team Mobile
  • Configure Care Team Mobile
  • Activate Care Team Mobile
  • Assign roles for Care Team Mobile users
  • Enable Push Notifications for Care Team Mobile
  • Create support requests using Care Team Mobile
  • Create a support request in Care Team Mobile
  • Track a submitted request in Care Team Mobile
  • Cancel a submitted request in Care Team Mobile
  • Scan an asset
  • Browse locations
  • Care Team Operations for Biomed
  • Explore
  • Healthcare Biomed case
  • Configure
  • Install
  • Set up work order synchronization
  • Set up assignment groups
  • Setting up roles and responsibilities in Care Team Operations for Biomed
  • Assign roles
  • Assign responsibilities
  • Create biomed support teams
  • Add biomed support members
  • Create a group for all location support agents
  • Create a group for all location managers
  • Modify state decision tables
  • Add custom record producers
  • Create service requests
  • Report a medical device issue
  • Request other biomed service
  • Fulfill service requests
  • Reference
  • Data model
  • Biomed case table
  • Components installed
  • Care Team Operations for Environmental Services
  • Explore
  • Healthcare EVS case
  • Configure
  • Install
  • Set up work order synchronization
  • Set up assignment groups
  • Setting up roles and responsibilities in Care Team Operations for Environmental Services
  • Assign roles
  • Assign responsibilities
  • Create EVS support teams
  • Add EVS support members
  • Create a group for location support agents
  • Create a group for location managers
  • Modify state decision tables
  • Add custom record producers
  • Create service requests
  • Request EVS support using Care Team Portal
  • Fulfill support requests
  • Reference
  • Tables installed
  • Components installed
  • Service Catalog installed
  • Care Team Operations for Facilities
  • Explore
  • Healthcare Facilities case
  • Configure
  • Install
  • Set up work order synchronization
  • Set up assignment groups
  • Setting up roles and responsibilities in Care Team Operations for Facilities
  • Set up roles
  • Assign responsibilities
  • Create facilities support teams
  • Add facilities support members
  • Create a group for location support agents
  • Create a group for location managers
  • Modify state decision tables
  • Add custom record producers
  • Create service requests
  • Request facilities support using Care Team Portal
  • Fulfill support requests
  • Reference
  • Components installed
  • Tables installed
  • Service Catalog installed
  • Care Team Operations for Healthcare IT
  • Explore
  • Healthcare IT case overview
  • Configure
  • Install
  • Setting up roles and responsibilities in Care Team Operations for Healthcare IT
  • Assign roles
  • Assign responsibilities
  • Create healthcare IT support teams
  • Add members to your support team
  • Create a group for all location support agents
  • Create a group for all location managers
  • Set up assignment groups
  • Modify state decision tables
  • Add custom record producers
  • Create service requests
  • Report an EMR issue
  • Request other IT service
  • Fulfill service requests
  • Reference
  • Data model
  • Healthcare IT case table
  • Components installed
  • Care Team Work Management
  • Explore
  • Operational rounding playbook in Care Team Work Management
  • Care Team cases and tasks
  • Healthcare Orchestration cases and tasks
  • Example - Task Plans for Care Teams
  • Configure
  • Activate
  • Setting up roles and responsibilities
  • Assign roles
  • Assign responsibilities
  • Setting up healthcare locations and healthcare organizations
  • Create a healthcare organization
  • Create a healthcare location
  • Associate healthcare locations with healthcare organizations
  • Create healthcare providers
  • Create healthcare departments
  • Create organizational teams
  • Organizing your healthcare organizations
  • Organizing your Healthcare Locations
  • Create assignment groups
  • Add or remove members
  • Configure properties to edit members
  • Understand task plan templates
  • Create a care team task plan
  • Creating a Care Team Task Template
  • Adding template items to your care team task plan
  • Adding child tasks to your care team task plan
  • Publish your care team task plan
  • Operational Rounding playbook
  • Create an Operational rounding task plan
  • Plan details stage
  • Orchestration case stage
  • Orchestration task stage
  • Care team case stage
  • Care team task stage
  • Assigned organizations stage
  • Schedule stage
  • Track care team task plans
  • Fulfill task plans
  • Fulfill healthcare orchestration cases and tasks
  • Fulfill care team case and tasks
  • Reference
  • Roles
  • Tables
  • Data model
  • Now Assist for Care Team Operations
  • Explore
  • Configure
  • Install
  • Activate Now Assist in Virtual Agent
  • Enable case creation
  • Enable AI Search
  • Enable the Now Assist icon in mobile
  • Manage domain intelligence for AI agents
  • Using Agentic AI in Now Assist for Care Team Operations
  • Request care team assistance agentic workflow

Manage your teams in the Care Team Portal

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Manage your teams from directly within the Care Team Portal.

    • View your teams using the Care Team Portal

      View your teams from directly within the Care Team Portal.

    • Add a team member using the Care Team Portal

      Add a member to your team using the Care Team Portal.

    • Remove a member using the Care Team Portal

      Remove a member from your team directly within the Care Team Portal.

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