Managing procedure requests in Workspace

As a patient service representative, you can use Workspace to manage and schedule procedure requests.

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.

Table 1. Procedure request workspace managing tasks

Task	Description
Access the Workspace.	Use the home page in Workspace for procedure requests to quickly scan and access procedure request cases.
View a procedure request case in Workspace.	View a procedure request case in Workspace to complete patient pre-visit activities for a procedure.
View patient information for a procedure request case in Workspace.	View the details of a patient in Workspace.
Work on a procedure request case in Workspace.	Use the playbook available with the Pre-Visit Management application to manage procedure request cases and schedule a high value procedure for patients.
Manage appointment bookings.	Manage appointments for a procedure request in the Pre-Visit Management application.