Configuring playbooks for Pre-Visit Management

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Configure a playbook to provide step-by-step guidance for resolving procedure request cases.

    As a user with the admin role, you can create a playbook by using Playbooks, a ServiceNow AI Platform® feature. For more information, see Process Automation Designer.

    The playbooks in the Pre-Visit Management application use the CSM Configurable Workspace playbook experience. By default, the Pre-Visit Management application includes a playbook for assisting patient service representatives to resolve procedure request cases.

    Configure a playbook by navigating to All > Process Automation > Process Automation Designer. You can either select an existing process definition or create a new process definition for the playbook associated with procedure request cases. For more information, see Process definitions.
    Note:
    When configuring a process definition for the playbook associated with procedure request cases, ensure that the application scope is set to Pre-Visit Management or Healthcare and Life Sciences Service Management Core by using the application picker. For more information, see Application picker.