---
sourceDocument: Yokohama Healthcare and Life Sciences
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/yokohama/healthcare-life-sciences

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Healthcare and Life Sciences

ft:clusterId :

    - hcls

bundleId :

    - hcls

workflow :

    - Customer and Industry


---

# Create a patient record

# Create a patient record in Workspace {#ariaid-title1}

Release version: Yokohama  
Updated January 30, 2025  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Create a patient record from within an interaction in Workspace.

## Before you begin

Role required: sn_hcls.healthcare_agent, sn_hcls.manager

## Procedure

1. Open your Workspace by navigating to AllHCLS Service ManagementHealthcare workspace.
2. Navigate to ListsInteractionsMy Interactions.
3. Click the link to the interaction with which you want to associate a patient record.
4. On the Interaction form, click Create Patient.
5. Fill in the details for the new patient.
6. **Optional:** Add an attachment related to the patient by clicking Browse in the Attachments panel.
7. Click Save.

## Result

The patient record is created. You can then verify the patient to associate the
patient record with the interaction. For more information, see [Associate a patient record with an interaction in Workspace](https://servicenow-prod.fluidtopics.net/kDFs5bwJd6xUKik8na9PdQ "Look up for the patient information within an interaction, review and confirm the information, and then populate the information on the interaction to resolve a healthcare-related request.").

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