Assign roles for Pre-Visit Management users

Assign roles to control access to features, capabilities, and data in the Pre-Visit Management application.

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] article in the Now Support knowledge base.

Before you begin

Set the application scope to Pre-Visit Management using the application picker. For more information, see Application picker.

Role required: sn_previsit.admin, sn_hcls.admin, or admin

About this task

Users with the roles listed in the following table can use the Pre-Visit Management application.

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

Procedure

Assign roles to users and groups using the ServiceNow AI Platform user administration feature.

• To assign a role to a user, see Assign a role to a user.
• To assign a role to a group, see Assign a role to a group.