View an enrollment case in Workspace

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • View an enrollment case in Workspace to complete patient enrollment activities for a patient support services program.

    Before you begin

    You must have access to enrollment cases.

    Role required: sn_hcls.manager, sn_patientservice.agent

    Procedure

    1. Open your Workspace by navigating to All > Patient Support Services > Workspace.
    2. View enrollment cases assigned to you or your groups.
      • View enrollment cases assigned to you by navigating to Lists > Enrollment case > My cases.
      • View all open enrollment cases by navigating to Lists > Enrollment case > My open cases.
      • View enrollment cases that belong to your groups but have not been assigned to anyone by navigating to Lists > Enrollment case > My groups unassigned cases.
      • View all enrollment cases by navigating to Lists > Enrollment case > All.
    3. Click the link to the case you want to view.

    Result

    The selected enrollment case page opens in another tab within Workspace displaying the following components:
    • Playbook
    • Details
    • Patient information
    • Tasks
    • Task SLAs
    • Emails
    • Pre-authorization requests
    • Medication Prescriptions
    • Enrolled programs
    • Enrolled program services
    • Appointments

    An enrollment case is based on a healthcare case that instead is based on a customer service case. Depending on the configurations made by your administrator and your role, additional tabs similar to a customer service case might appear for the enrollment case.

    Note:
    The Patient field is mandatory for an enrollment request case.

    For more information on tabs available for a customer service case, see Customer service case form.

    What to do next

    You can select the Patient information tab in Workspace to view patient details. For more information, see Viewing patient information for an enrollment case in Workspace.