Managing enrollment requests in Workspace

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read
  • As a care coordinator or a nurse educator, you can use Workspace to manage enrollment requests or training tasks, respectively.

    Important:

    Starting with the Yokohama release, Patient Support Services 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. Enrollment request workspace managing tasks

    Task

    Description

    Access the Workspace.

    Use the home page in Workspace to quickly scan and access enrollment cases.

    View an enrollment case in Workspace.

    View an enrollment case in Workspace to complete patient enrollment activities for a patient support services program.

    View patient information for an enrollment case in Workspace.

    View the details of a patient in Workspace.

    Work on an enrollment request case in Workspace.

    Use the playbook available with the Patient Support Services application to manage enrollment cases.

    Managing training requests in Workspace.

    Manage the training support for a Patient Support Services program with training tasks and checklists.