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


---

# Managing appointment bookings for procedure requests

# Managing appointment bookings for procedure requests {#ariaid-title1}

* Release version: Australia
* 
* Updated March 12, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read

Manage appointments in the Pre-Visit Management application to confirm
and schedule a procedure for a patient.  
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.

After a procedure request order is reviewed by a patient service representative in the Pre-Visit Management playbook, the Pre-Visit Management workflow
triggers an appointment booking task for a procedure scheduler agent. A procedure scheduler agent
is a user with the sn_previsit.patient_service_agent role and added to the Procedure scheduler
assignment group.

As a procedure scheduler agent, you perform the following tasks:

1. Ensure that an appointment is booked for the procedure either by working directly with the patient or gathering the booked appointment details; for example, from a third-party scheduling system or an EMR system.
2. Record the booked appointment details in your ServiceNow instance by using the Create appointment UI action available within the Pre-Visit Management application. For more information, see [Book an appointment for a procedure request](https://www.servicenow.com/docs/ILEzUJOk7JoGzVQAk6lDDw#pre-visit-book-appt "Book an appointment for a procedure request in the Workspace.").

{#pre-visit-booking-appt__ol_rqj_w3n_wqb}  
Note:  
Only after the booked appointment details are entered by using the Create appointment UI action, the patient service representative can review the appointment details and mark the Review appointments activity of the Schedule procedure stage as complete in the Pre-Visit Management playbook. For more information, see [Working on a procedure request case in Workspace](https://www.servicenow.com/docs/CN5jbbhpzEP_SPC9auafUA "Use the playbook available with the Pre-Visit Management application to manage procedure request cases and schedule a high value procedure for patients.").

## Book an appointment for a procedure request {#ariaid-title2}

Book an appointment for a procedure request in the Workspace.

### Before you begin

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.
[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.").

Role required: sn_previsit.patient_service_agent added to the Procedure scheduler assignment group

### Procedure

1. Open your Workspace by navigating to AllPre-Visit ManagementWorkspace.
2. Navigate to ListsBook appointment tasksMy tasks.
3. In the Number column of the My tasks list, click the link to the task number for which you want to book an appointment.
4. **Optional:** Review the appointment booking request details on the Details tab.
5. Click Create appointment.
6. Fill in the details for the new appointment.  
   You can discuss the appointment schedule with the patient beforehand to fill in the details of the appointment.
7. **Optional:** Add an attachment related to the appointment by clicking Browse in the Attachments panel.
8. Click Save.

### Result

The appointment record is created and the appointment information is updated for the associated case in the Schedule procedure activity of the Pre-Visit Management playbook. A patient service representative can then review the appointment and mark the Review appointments task as complete. For more information, see [Working on a procedure request case in Workspace](https://www.servicenow.com/docs/CN5jbbhpzEP_SPC9auafUA "Use the playbook available with the Pre-Visit Management application to manage procedure request cases and schedule a high value procedure for patients.").

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