---
sourceDocument: Australia Healthcare and Life Sciences
sourceDocumentLink: https://www.servicenow.com/docs/r/australia/healthcare-life-sciences

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Healthcare and Life Sciences

ft:clusterId :

    - hcls

bundleId :

    - hcls

workflow :

    - Customer and Industry


---

# Configure

# Configuring Pre-Visit Management {#ariaid-title1}

Release version: Australia  
Updated August 3, 2023  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Set up the Pre-Visit Management application to complete pre-visit
activities associated with a procedure.
Important:  
Starting with the Yokohama release, Pre-Visit Management 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 \[KB0867184\]](https://support.servicenow.com/kb_view.do?sysparm_article=KB0867184) article in the Now Support knowledge base.
The following table provides an overview of the configuration tasks required for Pre-Visit Management.  
Note:  
The Pre-Visit Management application is based on the [Healthcare and Life Sciences data model](https://www.servicenow.com/docs/k2Tpu4tcQJpqLOW_xZ3p6g "The Healthcare and Life Sciences Service Management Core application provides a data model that is used in the Healthcare and Life Sciences Service Management workflows.") and stores all procedure requests in the Procedure request \[sn_previsit_procedure_request\] table.
{#pre-visit-config-app__table_ksw_gpr_4nb__entry__2}

| Task | Description |
|-|-|
| [Install Pre-Visit Management](https://www.servicenow.com/docs/VyAIvV2yQ0CoZZI9ulGOJA "You can install the Pre-Visit Management application (sn_previsit) if you have the admin role.The application includes demo data and installs related ServiceNow Store applications and plugins if they are not already installed."). | Install the Pre-Visit Management application to work on procedure requests. |
| [Assign roles for Pre-Visit Management users](https://www.servicenow.com/docs/Vub~S0YW7OhWTE3QjFGDOQ "Assign roles to control access to features, capabilities, and data in the Pre-Visit Management application."). | Assign roles to control access to features, capabilities, and data in the Pre-Visit Management application. |
| [Approve restricted caller access privileges for Pre-Visit Management.](https://www.servicenow.com/docs/O2bw4QQmUyuFkO71W6MOWQ "Approve restricted caller access (RCA) privileges for accessing document templates from the Pre-Visit Management application.") | Approve restricted caller access (RCA) privileges for accessing document templates from the Pre-Visit Management application. |
| [Determine who can work on the appointment booking task for a procedure](https://www.servicenow.com/docs/Bqutxa04v2PQlS5oIE1T5g "Add users who can work on the appointment booking task for a procedure to the Procedure scheduler assignment group."). | Add users who can work on the appointment booking task for a procedure to the Procedure scheduler assignment group. |
| [Configure when to send the procedure consent form to a patient](https://www.servicenow.com/docs/9q8wbLKe9NAfxHsDYIvSuQ "Configure the Pre-Visit Management application to when to send the procedure consent document for review and signature to a patient before the procedure appointment date."). | Configure the Pre-Visit Management application to when to send the procedure consent document for review and signature to a patient before the procedure appointment date. |
| [Specify a to-do item for patients](https://www.servicenow.com/docs/7M4ho~3VIyu~wZHRMAuwGA "Add a to-do item that patients must complete as part of their pre-visit planning."). | Add a to-do item that patients must complete as part of their pre-visit planning. |
| [Configure the auto-generation of documents for a procedure request](https://www.servicenow.com/docs/n4UD~3B1xxi8bvqyuETf1Q "You can define the conditions for auto-generating documents for a procedure request."). | Define the conditions for auto-generating documents for a procedure request. |
| [Configure the patient portal to add a to-dos menu item for procedure request tasks](https://www.servicenow.com/docs/sylnguaOq4eHx9cKpC4oVg "Enable the to-dos menu item that uses the HCLS to dos (hcls-todo-list) widget for displaying to-do items on a patient portal."). | Configure the patient portal to add a menu item that lists all to-do items for patients. |
| [Configure a playbook for Pre-Visit Management](https://www.servicenow.com/docs/FIvQRI6w~faMGEiuKGwV8w "Configure a playbook to provide step-by-step guidance for resolving procedure request cases."). | Configure a playbook to provide step-by-step guidance for resolving procedure request cases. |
| [Configure a Pre-Visit Management email notification](https://www.servicenow.com/docs/Vh5Ldf10B1a9EU2PP8QaLQ "Configure the Pre-Visit Management email notifications sent to patients about pre-visit activities for procedure requests."). | Configure the Pre-Visit Management email notifications sent to patients about pre-visit activities for procedure requests. |
| [Determine additional user profiles](https://www.servicenow.com/docs/tKtUZ75geysQSHQ4EW78fQ "You can determine who can act as an agent connector or contributor for procedure request cases in the Pre-Visit Management application."). | Determine who can act as an agent connector or contributor for procedure request cases. |
| [Set up the process for contributors to create a procedure request case](https://www.servicenow.com/docs/mFDEKf2tZuiEytkXh~BIgw "Set up the process for users with the contributor profile to create procedure request cases on a service portal."). | Set up the process for creating procedure request cases on a service portal. |
[Table 1. Pre-Visit Management configuration tasks]

{#pre-visit-config-app__table_ksw_gpr_4nb}