Determining additional user profiles in Patient Support Services
You can determine who can act as an agent connector or contributor for enrollment cases in the Patient Support Services application.
As a user with the admin role, you can create contributor and agent connector profiles with the desired level of access to enrollment cases, case tasks, and other case-related information.
The sn_patientservice.agent_connector and sn_patientservice.contributor roles installed with the Patient Support Services application provide the following user profiles:
Agent connector
An agent connector within the Patient Support Services application acts as a fulfiller who can create, update, and close enrollment cases and tasks.
As a user with the admin role, you can determine who can act as an agent connector for the enrollment cases by assigning the sn_patientservice.agent_connector role and other agent-specific roles to a group, and then assigning the group to the user with the agent connector profile. To assign roles to a group, see Assign a role to a group.
The following table describes the location agent profile within the Patient Support Services application scope that you can refer to as an example for combining the sn_patientservice.agent_connector role with the industry data model roles in the CSM application.
Profile |
Description |
Assigned roles |
|---|---|---|
Location agent |
Creates and fulfills enrollment cases in the agent's business location. Note: To create
enrollment cases for a service organization (business location), a user with the location
agent profile must be a member of the service organization and assigned the
Location Consumer Agent responsibility type. The mapping of a
service organization and its members is included in the Service Organization Member
[sn_csm_service_organization_member] table. |
sn_patientservice.agent_connector and sn_customerservice.svc_location_consumer_agent |
Contributor
A contributor within the Patient Support Services application acts as a requester who can create and read enrollment cases.
As a user with the admin role, you can determine who can act as a contributor to the enrollment cases by assigning the sn_patientservice.contributor role and other contributor roles to a group, and then assigning the group to the user with the contributor profile. To assign roles to a group, see Assign a role to a group.
The following table describes different contributor profiles within the Patient Support Services application scope that you can refer to as an example for combining the sn_patientservice.contributor role with the contributor roles in the CSM application.
Profile |
Description |
Assigned roles |
|---|---|---|
Relationship contributor |
Creates enrollment cases for only those patients with whom a relationship is established.
For more information, see Create relationships. Note: To create enrollment cases for a
patient, a user with the relationship contributor profile must have a relationship with
the patient included in the Consumer Team Member [sn_customer_rel_consumer_to_user_list]
table and the Relationship Manager responsibility type. |
sn_patientservice.contributor and sn_customerservice.relationship_contributor |
Patient contributor |
Creates enrollment cases for any patients. |
sn_patientservice.contributor and sn_customerservice.consumer_contributor |
Location contributor |
Creates enrollment cases for any patients in a particular service organization (business
location) with which the user is associated as a service organization member. Note: To
create enrollment cases for a service organization (business location), a user with the
location contributor profile must be the member of the service organization and assigned
the Location Contributor responsibility type. The mapping of a
service organization and its members is included in the Service Organization Member
[sn_csm_service_organization_member] table. |
sn_patientservice.contributor, sn_customerservice.service_organization_contributor, and sn_customerservice.consumer_contributor |