Viewing patient information for a procedure request in Workspace

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 2 minutes to read
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    Summary of Viewing Patient Information for a Procedure Request in Workspace

    The Workspace provides a comprehensive 360-degree view of a patient, allowing users to access vital patient details necessary for completing procedure request cases. The Patient Information tab is integral to this functionality, featuring configurable options through UI Builder by administrators.

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    Key Features

    • Personal Details: Displays the patient's name, date of birth, SSN, home phone number, email ID, and home address.
    • Insurance Details: Shows member number, effective dates, RxBin, RxGroup, group number, RxPCN, and subscriber name.
    • Household Members: Lists household members associated with the patient, with clickable links for detailed relationships.
    • Health Conditions: Indicates the number of health conditions, with the option to view detailed lists.
    • Medications: Displays the count of medications, allowing users to access specific medication details.
    • Allergies: Shows the number of allergies, with a link to view associated allergies.
    • Immunizations: Lists the total number of vaccines administered, with access to detailed immunization records.
    • Cases Overview: Donut chart visualizing procedure request cases by status, with clickable segments for detailed case views.
    • Claims Overview: Donut chart displaying patient claims by status, allowing users to explore specific claims.
    • Recent Interactions: Lists interactions created for the patient, with links to more details.
    • Appointments: Displays scheduled appointments, with options to view individual appointment details.
    • Record Information: Contextual side panel for an overview of the patient record, case timeline, and SLA details.
    • Agent Assist: Contextual side panel for searching cases, defaulting to procedure request cases.

    Key Outcomes

    By utilizing the Patient Information tab in Workspace, ServiceNow customers can effectively manage and access crucial patient data, improving the efficiency of procedure request processing and enhancing overall patient care. This structured approach ensures that all relevant information is readily available, facilitating informed decision-making and streamlined workflows.

    With the 360-degree view of a patient in Workspace, you can access the patient details anytime for completing procedure request cases.

    The Patient information tab in Workspace provides several details about a patient enabling 360-degree view of the patient. The tab is displayed on the Workspace for procedure request cases.
    Note:
    Your administrator can configure the Workspace to modify the patient information by using UI Builder. This topic discusses the default view for the patient information. For information about UI Builder, see UI Builder.
    Figure 1. Patient information
    Workspace view of the patient information tab displaying various attributes. For the text description, refer to the Patient information displayed for a procedure request case section.
    Table 1. Patient information displayed for a procedure request case
    Details Description

    Personal details

    Personal details of the patient including the name, date of birth, social security number (SSN), home phone number, email ID, and home address.

    Insurance details

    Insurance details of the patient including the member number, effective from date, RxBin number, RxGroup number, group number, effective to date, RxPCN number, and subscriber name.

    Household members

    Members of the household associated with the patient.

    Click the member name or responsibility to view the household member relationship details with the patient.

    Conditions

    Number of health conditions observed in the patient.

    Click the number to view a list of conditions associated with the patient.

    Medications

    Number of medications taken by the patient.

    Click the number to view a list of medications associated with the patient.

    Allergies

    Number of allergies observed in the patient.

    Click the number to view a list of allergies associated with the patient.

    Immunizations

    Number of vaccines administered for the patient.

    Click the number to view a list of immunizations associated with the patient.

    Cases overview

    Donut chart displaying procedure request cases associated with the patient by status.

    Click a status slice to view a list of cases in that status.

    Claims overview

    Donut chart displaying claims associated with the patient by status.

    Click a status slice to view a list of claims in that status.

    Recent interactions

    		 List of interactions that have been created for the patient.

    Click an interaction number to view more details about the interaction.

    Appointments

    List of appointments scheduled for the patient.

    Click an appointment number to view more details about the appointment.

    Record Information

    Contextual side panel used for viewing an overview of a patient record, the case timeline, and any SLA associated with the case.

    Agent assist

    Contextual side panel used for searching for cases. By default, the available search sources include procedure request cases.