Viewing patient information for an enrollment case in Workspace

Yokohama Healthcare and Life Sciences

Release

yokohama

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en-US

ft:publication_title

Yokohama Healthcare and Life Sciences

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hcls

bundleId

hcls

workflow

Customer and Industry

Viewing patient information for an enrollment case in Workspace

Release version: Yokohama

Updated January 30, 2025

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Summary of Viewing patient information for an enrollment case in Workspace

The 360-degree patient view in Workspace allows ServiceNow customers to access comprehensive patient details directly within enrollment cases. This centralized information supports efficient case completion by consolidating personal, insurance, medical, and interaction data. Starting with the Yokohama release, Patient Support Services is prepared for future deprecation and will no longer be activated on new instances, though existing support continues.

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Key Features

Patient Information Tab: Displayed by default in Workspace for enrollment cases, providing a holistic view of the patient’s data. Administrators can customize this view using UI Builder.
Personal Details: Includes patient name, date of birth, SSN, contact info, and address.
Insurance Details: Shows member number, coverage dates, RxBin, RxGroup, group number, RxPCN, and subscriber name.
Household Members: Lists associated household members with clickable links to relationship details.
Health Conditions, Medications, Allergies, Immunizations: Displays counts with clickable lists for detailed views.
Cases and Claims Overview: Donut charts visualize enrollment cases and claims by status; users can click slices for detailed case or claim lists.
Recent Interactions and Appointments: Lists recent patient interactions and scheduled appointments, with clickable details.
Enrolled Programs and Prescriptions: Displays programs the patient is enrolled in and prescribed medications, both with detail drill-downs.
Record Information Side Panel: Provides contextual overview of patient records, case timelines, and SLA time remaining for the enrollment case.

Key Outcomes

ServiceNow customers can expect improved efficiency and accuracy in managing patient enrollment cases by leveraging a unified patient information view within Workspace. This enables quicker access to critical patient data, supports comprehensive case management, and facilitates informed decision-making throughout the enrollment process.

With the 360-degree view of a patient in Workspace, you can access the patient details anytime for completing enrollment cases.

Important:

Starting with the Yokohama release, Patient Support Services is being prepared for future deprecation. It will be hidden and no longer activated on new instances but will continue to be supported.

For details, see the Deprecation Process [KB0867184] article in the Now Support knowledge base.

The Patient information tab in Workspace provides several details about a patient enabling 360-degree view of the patient. The tab is displayed on the Workspace for enrollment cases.

Note:

Your administrator can configure the Workspace to modify the patient information by using UI Builder. This topic discusses the default view for the patient information. For information about UI Builder, see UI Builder.

Workspace view of the patient information tab displaying patient information. For the descriptions of each attribute, please refer to the Patient information displayed for an enrollment case section. — Figure 1. Patient information

Table 1. Patient information displayed for an enrollment case
Details	Description
Personal details	Personal details of the patient including the name, date of birth, social security number (SSN), home phone number, email ID, and home address.
Insurance details	Insurance details of the patient including the member number, effective from date, RxBin number, RxGroup number, group number, effective to date, RxPCN number, and subscriber name.
Household members	Members of the household associated with the patient. Click the member name or responsibility to view the household member relationship details with the patient.
Conditions	Number of health conditions observed in the patient. Click the number to view a list of conditions associated with the patient.
Medications	Number of medications taken by the patient. Click the number to view a list of medications associated with the patient.
Allergies	Number of allergies observed in the patient. Click the number to view a list of allergies associated with the patient.
Immunizations	Number of vaccines administered for the patient. Click the number to view a list of immunizations associated with the patient.
Cases overview	Donut chart displaying enrollment cases associated with the patient by status. Click a status slice to view a list of cases in that status.
Claims overview	Donut chart displaying claims associated with the patient by status. Click a status slice to view a list of claims in that status.
Recent interactions	List of interactions that have been created for the patient. Click an interaction number to view more details about the interaction.
Appointments	List of appointments scheduled for the patient. Click an appointment number to view more details about the appointment.
Enrolled Programs	List of programs a patient is enrolled into and the enrollment date. Click a program name to view more details about the program.
Prescriptions	List of medication products prescribed for the patient. Click a medication product to view more details about the product.
Record Information	Contextual side panel used for viewing an overview of a patient record, the case timeline, and the time remaining out of the total SLA time associated with the enrollment case.