Components installed with Pre-Visit Management

Xanadu Healthcare and Life Sciences

Release

xanadu

ft:locale

en-US

ft:publication_title

Xanadu Healthcare and Life Sciences

ft:clusterId

hcls

bundleId

hcls

workflow

Customer and Industry

Components installed with Pre-Visit Management

Release version: Xanadu

Updated August 1, 2024

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Summary of Components installed with Pre-Visit Management

The Pre-Visit Management application installs a variety of components essential for managing procedure request cases within ServiceNow. These components include tables, user roles, ServiceNow Store applications, scheduled jobs, and business rules. Together, they support streamlined handling of healthcare-related procedure requests, enabling roles to create, view, fulfill, and manage these cases effectively. Demo data is also available to assist with testing and evaluation.

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Roles installed

The application installs multiple roles tailored for different user responsibilities:

snprevisit.admin: Administrators with full access to the Pre-Visit Management application.
snprevisit.patientserviceagent: Patient service representatives who view and fulfill procedure request cases.
snprevisit.casecreator: Users who create procedure request cases for associated objects.
snprevisit.agentconnector: Users who can view, create, and update procedure request cases, often combined with other roles for enhanced access.
snprevisit.smagent: Patient service representatives with access to all procedure request data.
snprevisit.contributor: Contributors who create procedure request cases specifically for patients, combinable with other roles.

These roles support various user profiles, such as healthcare agents and clinical data viewers, ensuring appropriate access and permissions aligned with healthcare workflows.

Tables installed

The key table installed is the Procedure request [snprevisitprocedurerequest] table, which stores procedure request cases and extends the Healthcare case [snhclscase] table. This extension enables integration with broader healthcare case management capabilities.

ServiceNow Store applications installed

The application installs the Healthcare and Life Sciences Service Management Core (snhcls) application. This core provides a comprehensive healthcare data model and digital health functionalities including patient 360-degree views, consent management, and digital documentation, which enhance service delivery in healthcare settings.

Scheduled jobs installed

A scheduled job named Send procedure consent schedule is installed to automatically send procedure consent documents prior to a patient's appointment date, supporting timely communication and compliance.

Business rules installed

Several business rules automate key process steps:

Create book appointment task: Creates an appointment scheduling task when insurance review is completed.
Create insurance info task: Generates an insurance-related task after patient service representatives review procedure requests.
Update appt booked on procedure request: Updates the procedure request to reflect when an appointment task reaches completion.
Patient access to procedure request: Allows patients to view their own procedure request cases, ensuring transparency.

These components collectively enable ServiceNow customers to efficiently manage pre-visit workflows for healthcare procedures, improving coordination, patient engagement, and operational efficiency.

Several types of components are installed with installation of the Pre-Visit Management application, including tables, user roles, ServiceNow Store applications, scheduled jobs, and business rules.

Note:

The Application Files table lists the components that are installed with this application. For instructions on how to access this table, see Find components installed with an application.

Demo data is available for this feature.

Roles installed

Table 1. Roles installed with Pre-Visit Management
Role	Description	Contains roles
sn_previsit.admin	Administers who can access the Pre-Visit Management application.	sn_previsit.patient_service_agent
sn_previsit.patient_service_agent	Views and fulfills procedure request cases as a patient service representative.	sn_hcls.healthcare_agent
sn_previsit.case_creator	Creates procedure request cases for all associated objects.	sn_previsit.case_viewer
sn_previsit.agent_connector	Views, creates, and updates procedure request cases for all associated objects. You can combine this role with other roles for a user with the agent connector profile. For more information, see Determining additional user profiles in Pre-Visit Management.	sn_hcls.healthcare_agent sn_previsit.sm_agent
sn_previsit.case_viewer	Views all procedure request cases available in the application.	None
sn_previsit.contributor	Creates procedure request cases for patients. You can combine this role with other roles for a user with the contributor profile. For more information, see Determining additional user profiles in Pre-Visit Management.	sn_hcls.clinical_data_viewer sn_hcls.foundation_data_viewer sn_hcls.patient_data_viewer sn_hcls.practitioner_data_viewer sn_hcls.health_insurance_data_viewer sn_previsit.case_viewer sn_hcls.revenue_cycle_data_viewer sn_previsit.case_creator
sn_previsit.sm_agent	Accesses and views all data related to procedure requests as a patient service representative.	sn_previsit.case_creator

Tables installed

Table 2. Tables installed with Pre-Visit Management
Table	Description
Procedure request [sn_previsit_procedure_request]	Stores procedure request cases. Extends the Healthcare case [sn_hcls_case] table.

ServiceNow Store applications installed

Table 3. ServiceNow Store applications installed with Pre-Visit Management
Application	Description
Healthcare and Life Sciences Service Management Core (sn_hcls)	Provides a data model and critical digital health capabilities including patient 360-degree view, consent management, and digital documentation to better address healthcare services.

Scheduled jobs installed

Table 4. Scheduled jobs installed with Pre-Visit Management
Scheduled job	Description
Send procedure consent schedule	Sends procedure consent document before the procedure appointment date.

Business rules installed

Table 5. Business rules installed with Pre-Visit Management
Business rule	Table	Rule criteria	Description
Create book appointment task	Procedure request [sn_previsit_procedure_request]	After update	Creates an appointment task for the scheduling group when a patient opts for insurance and an agent completes the review of patient insurance.
Create insurance info task	Procedure request [sn_previsit_procedure_request]	After update	Creates an insurance task for the patient when the patient service representative completes the review of a procedure request case.
Update appt booked on procedure request	Book appointment [sn_hcls_book_appt_task]	After insert and update	Indicates that an appointment is booked for a procedure request when the appointment task moves to the terminal state.
Patient access to procedure request	Procedure request [sn_previsit_procedure_request]	Before query	Enables patients to view their procedure request cases.