Install the Patient Support Services application to work on patient support services.

Assign roles to control access to features, capabilities, and data in the Patient Support Services application.

Use Patient Support Services tables to store the data related to enrollment requests.

Approve restricted caller access (RCA) privileges for accessing document templates from the Patient Support Services application.

Configure an enrollment request form to enable patients or practitioners enroll into Patient Support Services programs offered by a healthcare organization.

Use scripted extension points to decide what records are created or updated after an enrollment request form is submitted.

Add users who can conduct the trainings for Patient Support Services to the Nurse Training Support assignment group.

Enable patients to book an appointment for the training tasks conducted within the Patient Support Services application

Enable your patients to enroll to a program in the Patient Support Services application.

Configure a checklist for a Patient Support Services program as an informal list of questions or tasks used as a reminder for the completion of an enrollment request.

Define the conditions for auto-generating documents for an enrollment request.

Configure the patient portal to add a menu item that lists all to-do items for enrollment request tasks.

Configure a playbook to provide step-by-step guidance for resolving enrollment cases.

Configure the email notifications sent to patients about Patient Support Services programs.

Determine who can act as an agent connector or contributor for enrollment cases in the Patient Support Services application.