Policy table

  • Release version: Zurich
  • Updated July 31, 2025
  • 2 minutes to read
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    Summary of Policy table

    The Policy [snhclspolicy] table is part of the Healthcare and Life Sciences applications in ServiceNow Zurich release. It stores detailed information about policies shared with patients, enabling effective management and tracking of patient consents and related documents.

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    Key Features

    • Policy Identification: Each policy has an auto-generated unique number starting at POL00001000, which can be customized through auto-numbering configuration.
    • Policy Details: Includes policy name, category, type, and status (active/inactive).
    • Consent and Scope Management: Captures consent-related data such as the consent number, whether signed by a household member, and the consent scope (e.g., Advance care directive, Research, Privacy consent, Treatment) based on FHIR specifications.
    • Document Integration: References Document Template [sndoctemplate] for policies requiring signed consent forms. Only one active policy can be linked to a single document template. When the policy type is set to Document template, a to-do item is generated for the patient to sign the consent form.
    • Validity Tracking: Records the validity duration of a policy in days after a patient signs it.
    • External References: Supports linking to external policy documents via a URL field.

    Practical Use for ServiceNow Customers

    Customers can use this table to manage patient policies systematically, ensuring compliance and proper documentation of consents. The integration with document templates streamlines the generation and tracking of consent forms. Configuring the table requires the snhcls.admin role.

    Configuration Notes

    • Only one active policy can be associated with a document template at a time.
    • Auto-numbering for policies can be customized to fit organizational needs.
    • The policy categories and scopes align with FHIR standards, ensuring interoperability and consistency in healthcare data management.

    The Policy [sn_hcls_policy] table stores the details of a policy shared with patients in the Healthcare and Life Sciences applications.

    Key features

    • Includes the consent number and date, patient name, policy type, status, and whether the consent was signed by a household member.
    • Refers to the Document Template [sn_doc_template] table.

    Role required to configure the table: sn_hcls.admin.

    For more information, see Healthcare and Life Sciences data model.

    Table 1. Policy table fields

    Field

    Data type

    Description

    Active

    True/False

    Option to indicate that the policy is in use.

    Document template

    Reference

    Document template to generate standard letters or documents associated with the policy.

    This field is used only when the Policy type field is set to Document template.

    Note:
    You can associate only one active policy with a document template.

    For more information, see Configure document templates for Healthcare and Life Sciences Service Management Core.

    External policy link

    URL

    External reference to the policy included in a consent scope.

    Number

    String

    Alpha-numeric profile identifier of the policy.

    The value is auto-generated and is incremented every time you add a new policy to your ServiceNow instance. The initial value for the Number field is POL00001000.
    Note:
    To customize the number, define the auto-numbering format for the Policy [sn_hcls_policy] table. For more information, see Add auto-numbering records in a table.

    Policy category

    Choice list

    Category of a policy.

    The following categories are available by default:
    • Registration
    • Advance care directive
    • Do not resuscitate
    • Emergency only
    • Health care directive
    • Notice of privacy practices
    • Information disclosure
    • Patient consent
    • Privacy policy acknowledgment document
    • Privacy policy organization document

    For more information about the available categories, see consent category value set defined in the FHIR specifications.

    Policy name

    String

    Name to identify the policy.

    Policy type

    String

    Type of the policy.

    A policy is one of the following types:
    • Standard: A policy that doesn't require a consent form to be signed by a patient.
    • Document template: A policy that requires a consent form to be signed by a patient.

      With the Document template policy type, a to-do item is created for the patient to sign the consent form.

    Scope

    Choice list

    Type of consent included in the policy.

    The following scope types are available by default:
    • Advance care directive
    • Research
    • Privacy consent
    • Treatment

    For more information about the available scopes, see consent scope value set defined in the FHIR specifications.

    Validity duration (in days)

    String

    Number of days the policy is valid for after a patient signs the policy.