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

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Healthcare and Life Sciences

ft:clusterId :

    - hcls

bundleId :

    - hcls

workflow :

    - Customer and Industry


---

# Configure

# Configuring Healthcare Operations Core {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read  
Set up the Healthcare Operations Core application.

## Configuration overview {#hcls-cto-configuring__cf-config-parent-checklist}

1. [Install Healthcare Operations Core](https://www.servicenow.com/docs/BV7rSrBL7M4PlNSr1Ok02w "You can install the Healthcare Operations Core application [sn_hco] if you have the admin role. The application includes demo data for Healthcare Operations Core and installs related ServiceNow Store applications and plugins if they aren’t already installed.")

   The application includes demo data for Healthcare Operations Core and installs related ServiceNow Store applications and plugins if they aren't already installed.
2. [Install ServiceNow Otto for Care Team Operations](https://www.servicenow.com/docs/zvGuW7C8xR~WOPdV_ZJ9BA "Install the ServiceNow Otto for Care Team Operations application [sn_cto_now_assist].")

   Optional: Install the ServiceNow Otto for Care Team Operations application to let care team members create requests conversationally.
3. [Configure agentic workflows for Care Team Operations](https://www.servicenow.com/docs/ztFyEXhyChxiBg0nd8ymSg "Activate and configure the Request care team assistance agentic workflow and the AI agents it depends on, for both the chat and voice channels.")

   Optional: Activate the Request care team assistance agentic workflow and its agents for the chat and voice channels.
4. [Assign roles to Healthcare Operations Core users](https://www.servicenow.com/docs/GLOl5nJlGkj93Hqz7uyOEA "Assign specific roles to give Healthcare Operations Core users visibility into healthcare organizations and the hierarchies they manage.")

   Assign specific roles to give Healthcare Operations Core users visibility into healthcare organizations and the hierarchies they manage.
5. [Create a group for all care team members in Healthcare Operations Core](https://www.servicenow.com/docs/a8BQUVVL_Yw9Xg62~gg5LQ "Create a group for care team members with the sn_hco.care_team_member role assigned so that users added to this group will inherit the collection of roles for Healthcare Operations Core.")

   Create a group for team members with the sn_hco.care_team_member role assigned so that users added to this group will inherit the collection of roles for Healthcare
   Operations Core.
6. [Create a group for all care team managers in Healthcare Operations Core](https://www.servicenow.com/docs/c2y5uP4UNu7Syg5BDQ8TKA "Create a group for care team managers with the sn_hco.care_team_manager role assigned so that users added to this group inherits the collection of roles for Healthcare Operations Core.")

   Create a group for team members with the sn_hco.care_team_manager role assigned so that users added to this group inherits the collection of roles for Healthcare Operations
   Core.
7. [Create a healthcare location](https://www.servicenow.com/docs/GDaPAguUl6GeJNdX0qLG~w "Create healthcare locations to designate the locations in which your care teams operate.")

   Create healthcare locations to designate the locations in which your care teams operate.
8. [Create a healthcare organization](https://www.servicenow.com/docs/ZvEa7ac4pVvKm5JwLrUTWw "Create a healthcare organization for use with Healthcare and Life Sciences Service Management Core.")

   Create a healthcare organization for use with Healthcare Operations Core.
9. [Create a healthcare organization](https://www.servicenow.com/docs/XbdH3mGhXXkoSoU_v98oSA "Create a healthcare organization, such as a healthcare provider, healthcare department, or organizational team, and associate it with a parent healthcare organization and a common location.")

   Create a healthcare provider, healthcare department, or organizational team, and associate it with a parent healthcare organization and a common location.
10. [Add or remove members in Healthcare Operations Core](https://www.servicenow.com/docs/ZfTPkOS4aFl_~qkjZh3s~Q "Add or remove members from your healthcare organizations.")

    Add or remove members from your healthcare organizations.
11. [Configure global system properties to edit members in Healthcare Operations Core](https://www.servicenow.com/docs/YzCY05KvH_Yt~mrkgedIgA "A global system property must be configured to properly use the Edit Members functionality in Healthcare Operations Core.")

    Add or remove members from your healthcare organizations.
12. [Associate healthcare locations with a healthcare organizations](https://www.servicenow.com/docs/Nx1IJ~q8FDdaA3aSxaKMzA "Associate healthcare locations with healthcare organizations.")

    Use the Healthcare organization location association table to associate locations with healthcare organizations.
13. [Associate assignment groups with a healthcare organization in Healthcare Operations Core](https://www.servicenow.com/docs/i4J_R03DpjJJh4FmtZS5Vw "Create assignment groups for your healthcare organizations to determine which user groups are associated with specific healthcare organizations.")

    Create assignment groups for your healthcare organizations to determine which user groups are associated with specific healthcare organizations.
14. [Configure the abstract case type for Healthcare Operations Core case types](https://www.servicenow.com/docs/CzNjG7cO41z2nQNfhW~F_Q "Extend the Healthcare Operations case [sn_hco_case] to create custom case types for use with Healthcare Operations Core and related plugins by creating a child table from the Healthcare Operations Core case type.")

    Extend the Healthcare Operations case \[sn_hco_case\] to create custom case types for use with Healthcare Operations Core and related plugins by creating a child table from
    the Healthcare Operations Core case type.
15. [Add menu items into the Care Team Portal with Healthcare Operations Core](https://www.servicenow.com/docs/kM4Jc2hDlzmTsScrUnk15w "Add more menu items into the Care Team Portal for easy user access.")

    Add more menu items into the Care Team Portal for easy user access.
16. [Embedding Care Team Portal in Epic Hyperspace via Hyperdrive](https://www.servicenow.com/docs/wmDGdlxtgzBIiBKWH2jhmg "Configure the Care Team Portal by embedding it into Epic Hyperspace via Hyperdrive and enabling SMART on FHIR authentication.")

    Configure the Care Team Portal by embedding it into Epic Hyperspace via Hyperdrive and enabling OIDC authentication.
17. [Capture Additional Data From Epic Within ServiceNow Record Producers](https://www.servicenow.com/docs/XOlCA0YcnX8BJSuJ25rs3g "Update the variable values in existing record producers to capture tokenized data from Epic.")

    Update the variable values in existing record producers to capture tokenized data from Epic.
18. [Configure iFrame embedding for Care Team Portal](https://www.servicenow.com/docs/bZ6j_OTAliDYpejHMClCSQ "For the Care Team Portal to successfully launch in Hyperspace via Hyperdrive, the portal must be configured to work within an iFrame.")

    For the Care Team Portal to successfully launch in Hyperspace via Hyperdrive, the portal must be configured to work within an iFrame.
19. [Enable Multi-Provider SSO for your ServiceNow instance](https://www.servicenow.com/docs/NU~N9dIeqSPJA9ZYNnf~vw "Ensure that Multiple Provider SSO is enabled and configured correctly for Care Team Portal to authenticate with Epic Hyperspace via Hyperdrive.")

    Ensure that Multiple Provider SSO is enabled and configured correctly for Care Team Portal to authenticate with Epic Hyperspace via Hyperdrive.
20. [In Epic: Build the FHIR App to Authenticate with ServiceNow](https://www.servicenow.com/docs/J0nrEKImOBzfUj6og_Mz0g "Set up your FHIR app with the correct configurations to allow single sign-on for EPIC users to access the Care Team Portal inside EPIC Hyperspace via Hyperdrive.")

    Set up your FHIR app with the correct configurations to allow single sign-on for EPIC users to access the Care Team Portal inside EPIC Hyperspace via Hyperdrive.
21. [Create and Configure an Identity Provider in ServiceNow to Authenticate with Epic](https://www.servicenow.com/docs/bs9SQ_Ttc7CfVXgyJYQODg "Set up an Identity Provider in your ServiceNow instance to enable OIDC for Healthcare Operations Core.")

    Set up an Identity Provider in your ServiceNow instance to enable OIDC for Healthcare Operations Core.
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