Configuring the Pre-Visit Management email notifications

Configure the Pre-Visit Management email notifications sent to patients about pre-visit activities for 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.

Pre-Visit Management includes the following email notifications.

Table 1. Pre-Visit Management email notifications

Notification	Condition	Recipient
Patient to dos	A procedure request case was reviewed by a patient service representative.	Patient
Patient todos - assigned	A document task was created for the patient.	Patient
Patient appointment booked	An appointment for the procedure is booked for the patient.	Patient

As a user with the sn_previsit.admin role, you can configure the email notifications for the Pre-Visit Management application, by navigating to All > System Notification > Email > Notifications. For more information on editing email notifications, see Create an email notification.