Managing procedure requests in Workspace

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

    • As a patient service representative, you can use Workspace to manage and schedule procedure requests.

    Table 1. Procedure request workspace managing tasks

    Task

    Description

    Access the Workspace.

    Use the home page in Workspace for procedure requests to quickly scan and access procedure request cases.

    View a procedure request case in Workspace.

    View a procedure request case in Workspace to complete patient pre-visit activities for a procedure.

    View patient information for a procedure request case in Workspace.

    View the details of a patient in Workspace.

    Work on a procedure request case in Workspace.

    Use the playbook available with the Pre-Visit Management application to manage procedure request cases and schedule a high value procedure for patients.

    Manage appointment bookings.

    Manage appointments for a procedure request in the Pre-Visit Management application.