Add a to-do item that patients must complete as part of their pre-visit planning.

With the Pre-Visit Management application, patients can complete the privacy consent, procedure consent, and review their insurance information from the to-do list of their patient portal. By default, the to-do items for patients are configured in the sn_hcls.to.do.tasks.list property.

As a user with the admin role, you can configure the sn_hcls.to.do.tasks.list property to add task tables as to-do items for patients. The property is available with the Healthcare and Life Sciences Service Management Core application. For more information, see Specify a to-do item for patients.