Configuring Healthcare Operations Core

  • Release version: Zurich
  • Updated March 12, 2026
  • 3 minutes to read
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    Summary of Configuring Healthcare Operations Core

    The Healthcare Operations Core application enables ServiceNow customers to efficiently manage healthcare organizations, care teams, and related workflows. It supports integration with Epic Hyperspace via Hyperdrive, allowing seamless user access and authentication through Single Sign-On (SSO). This guide covers setup steps, role assignments, organizational structuring, and portal configuration to optimize healthcare operations management.

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    Key Features

    • Installation and Demo Data: Installs Healthcare Operations Core with demo data and related ServiceNow Store applications and plugins if not already present.
    • Role Assignments: Assign specific roles (e.g., care team member, care team manager) to users to control visibility and permissions across healthcare organizations and hierarchies.
    • Group Management: Create groups for care team members and managers that inherit relevant roles to simplify user management.
    • Healthcare Location and Organization Setup: Define healthcare locations based on physical layouts, create healthcare organizations, providers, departments, and associate them appropriately to reflect real-world hierarchies.
    • Team and Membership Management: Create organizational teams, add or remove members, and configure global system properties to control membership within Healthcare Operations Core.
    • Associations: Link healthcare locations and assignment groups to healthcare organizations to align operational structures.
    • Case Type Configuration: Extend the Healthcare Operations case table to create custom case types tailored to healthcare workflows.
    • Care Team Portal Customization: Enhance the portal by adding menu items and embedding it within Epic Hyperspace via Hyperdrive for integrated user access.
    • Authentication and SSO Setup: Enable Multi-Provider SSO in ServiceNow; configure Identity Providers to support OpenID Connect (OIDC) authentication for users accessing the portal via Epic.
    • Epic Integration: Build and configure a FHIR app in Epic to authenticate with ServiceNow, facilitating seamless single sign-on for Epic users.
    • Testing: Create launch URLs for the Care Team Portal and configure them in the Epic Hyperdrive Client Test Harness to validate integration.

    Key Outcomes

    • Comprehensive setup of Healthcare Operations Core enables streamlined management of healthcare teams, organizations, and care locations.
    • Role-based access control ensures users have appropriate visibility and permissions aligned with their responsibilities.
    • Integration with Epic Hyperspace via Hyperdrive provides users direct portal access within their existing clinical workflows.
    • Robust authentication through Multi-Provider SSO and OIDC enhances security and user experience.
    • Custom case types and organizational configurations allow tailoring of workflows to meet specific healthcare operational needs.
    • Testing and validation processes ensure reliable deployment and integration with Epic environments.

    Set up the Healthcare Operations Core application.

    Configuration overview

    1. Install Healthcare Operations Core

      The application includes demo data for Healthcare Operations Core and installs related ServiceNow Store applications and plugins if they aren’t already installed.

    2. Assign roles to Healthcare Operations Core users

      Assign specific roles to give Healthcare Operations Core users visibility into healthcare organizations and the hierarchies they manage.

    3. Create a group for all care team members in Healthcare Operations Core

      Create a group for team members with the sn_hco.care_team_member role assigned so that users added to this group will inherit the collection of roles for Healthcare Operations Core.

    4. Create a group for all care team managers in Healthcare Operations Core

      Create a group for team members with the sn_hco.care_team_manager role assigned so that users added to this group inherits the collection of roles for Healthcare Operations Core.

    5. Create a healthcare location

      Create healthcare locations to designate the locations in which your care teams operate.

    6. Organizing your healthcare locations

      Your healthcare locations should be organized based on the physical layouts of the locations in which your care teams operate.

    7. Create a healthcare organization

      Create a healthcare organization for use with Healthcare Operations Core.

    8. Create healthcare providers

      Create a healthcare provider and associate it with a parent healthcare organization and a common location.

    9. Create healthcare departments

      Create a healthcare department and associate it with a parent healthcare organization and a common location.

    10. Create organizational teams in Healthcare Operations Core

      Create a healthcare organization to associate with your healthcare department.

    11. Organizing your healthcare organizations for Healthcare Operations Core

      Properly organize your healthcare organizations to reflect your team hierarchies.

    12. Add or remove members in Healthcare Operations Core

      Add or remove members from your healthcare organizations.

    13. Configure global system properties to edit members in Healthcare Operations Core

      Add or remove members from your healthcare organizations.

    14. Associate healthcare locations with a healthcare organizations

      Use the Healthcare organization location association table to associate locations with healthcare organizations.

    15. Associate assignment groups with a healthcare organization in Healthcare Operations Core

      Create assignment groups for your healthcare organizations to determine which user groups are associated with specific healthcare organizations.

    16. Configure the abstract case type for Healthcare Operations Core case types

      Extend the Healthcare Operations case [sn_hco_case] to create custom case types for use with Healthcare Operations Core and related plugins by creating a child table from the Healthcare Operations Core case type.

    17. Add menu items into the Care Team Portal with Healthcare Operations Core

      Add more menu items into the Care Team Portal for easy user access.

    18. Embedding Care Team Portal in Epic Hyperspace via Hyperdrive

      Configure the Care Team Portal by embedding it into Epic Hyperspace via Hyperdrive and enabling OIDC authentication.

    19. Capture Additional Data From Epic Within ServiceNow Record Producers

      Update the variable values in existing record producers to capture tokenized data from Epic.

    20. Configure iFrame embedding for Care Team Portal

      For the Care Team Portal to successfully launch in Hyperspace via Hyperdrive, the portal must be configured to work within an iFrame.

    21. Enable Multi-Provider SSO for your ServiceNow instance

      Ensure that Multiple Provider SSO is enabled and configured correctly for Care Team Portal to authenticate with Epic Hyperspace via Hyperdrive.

    22. In Epic: Build the FHIR App to Authenticate with ServiceNow

      Set up your FHIR app with the correct configurations to allow single sign-on for EPIC users to access the Care Team Portal inside EPIC Hyperspace via Hyperdrive.

    23. Create and Configure an Identity Provider in ServiceNow to Authenticate with Epic

      Set up an Identity Provider in your ServiceNow instance to enable OIDC for Healthcare Operations Core.

    24. Configure your Identity Provider to ensure successful user authentication in Care Team Portal.

    25. Once the Care Team Portal is configured, create a launch URL that can then be configured inside the Epic Hyperdrive Client Test Harness for testing.