Components installed with Pre-Visit Management

  • Release version: Zurich
  • Updated July 31, 2025
  • 2 minutes to read
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    Summary of Components installed with Pre-Visit Management

    The Pre-Visit Management application installs several key components that support healthcare procedure request management within ServiceNow. These include tables, user roles, ServiceNow Store applications, scheduled jobs, and business rules. Note that starting with the Yokohama release, Pre-Visit Management is being prepared for future deprecation: it will no longer be activated on new instances but will continue to receive support. Demo data is available to help customers explore the functionality.

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    Roles Installed

    The application installs specific user roles that define access and capabilities:

    • snprevisit.admin: Admin access to the application.
    • snprevisit.patientserviceagent: View and fulfill procedure requests as patient service representatives.
    • snprevisit.casecreator: Create procedure request cases for all related objects.
    • snprevisit.agentconnector: View, create, and update procedure request cases; can be combined with other roles for agent profiles.
    • snprevisit.smagent and snprevisit.caseviewer: View all procedure request cases.
    • snprevisit.contributor: Create procedure request cases specifically for patients, combinable with other roles.
    • Additional healthcare-related roles provide access to clinical, foundation, patient, practitioner, insurance, and revenue cycle data as needed.

    Tables Installed

    The main table installed is:

    • Procedure request [snprevisitprocedurerequest]: Stores procedure request cases and extends the Healthcare case table, enabling detailed tracking and management of procedure requests.

    ServiceNow Store Applications Installed

    The following application is installed to provide foundational healthcare capabilities:

    • Healthcare and Life Sciences Service Management Core (snhcls): Offers a comprehensive data model and digital health features such as patient 360-degree view, consent management, and digital documentation to support healthcare services.

    Scheduled Jobs Installed

    Pre-Visit Management includes scheduled jobs to automate communications:

    • Send procedure consent schedule: Automatically sends procedure consent documents ahead of scheduled appointments to ensure patient readiness.

    Business Rules Installed

    Several business rules automate case and task management workflows:

    • Create book appointment task: Creates appointment tasks for scheduling groups when patients opt for insurance and reviews are completed.
    • Create insurance info task: Generates insurance tasks upon review completion by patient service representatives.
    • Update appointment booked on procedure request: Flags procedure requests as having booked appointments when related tasks reach completion.
    • Patient access to procedure request: Allows patients to view their own procedure request cases, enhancing transparency and engagement.

    Several types of components are installed with installation of the Pre-Visit Management application, including tables, user roles, ServiceNow Store applications, scheduled jobs, and business rules.

    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.

    Demo data is available for this feature.

    Note:
    The Application Files table lists the components that are installed with this application. For instructions on how to access this table, see Find components installed with an application.

    Roles installed

    Table 1. Roles installed with Pre-Visit Management

    Role

    Description

    Contains roles

    sn_previsit.admin

    Administers who can access the Pre-Visit Management application.

    sn_previsit.patient_service_agent

    sn_previsit.patient_service_agent

    Views and fulfills procedure request cases as a patient service representative.

    sn_hcls.healthcare_agent

    sn_previsit.case_creator

    Creates procedure request cases for all associated objects.

    sn_previsit.case_viewer

    sn_previsit.agent_connector

    Views, creates, and updates procedure request cases for all associated objects.

    You can combine this role with other roles for a user with the agent connector profile. For more information, see Determining additional user profiles in Pre-Visit Management.
    • sn_hcls.healthcare_agent
    • sn_previsit.sm_agent

    sn_previsit.case_viewer

    Views all procedure request cases available in the application.

    None

    sn_previsit.contributor

    Creates procedure request cases for patients.

    You can combine this role with other roles for a user with the contributor profile. For more information, see Determining additional user profiles in Pre-Visit Management.
    • sn_hcls.clinical_data_viewer
    • sn_hcls.foundation_data_viewer
    • sn_hcls.patient_data_viewer
    • sn_hcls.practitioner_data_viewer
    • sn_hcls.health_insurance_data_viewer
    • sn_previsit.case_viewer
    • sn_hcls.revenue_cycle_data_viewer
    • sn_previsit.case_creator

    sn_previsit.sm_agent

    Accesses and views all data related to procedure requests as a patient service representative.

    sn_previsit.case_creator

    Tables installed

    Table 2. Tables installed with Pre-Visit Management

    Table

    Description

    Procedure request [sn_previsit_procedure_request]

    Stores procedure request cases. Extends the Healthcare case [sn_hcls_case] table.

    ServiceNow Store applications installed

    Table 3. ServiceNow Store applications installed with Pre-Visit Management

    Application

    Description

    Healthcare and Life Sciences Service Management Core (sn_hcls)

    Provides a data model and critical digital health capabilities including patient 360-degree view, consent management, and digital documentation to better address healthcare services.

    Scheduled jobs installed

    Table 4. Scheduled jobs installed with Pre-Visit Management

    Scheduled job

    Description

    Send procedure consent schedule

    Sends procedure consent document before the procedure appointment date.

    Business rules installed

    Table 5. Business rules installed with Pre-Visit Management

    Business rule

    Table

    Rule criteria

    Description

    Create book appointment task

    Procedure request [sn_previsit_procedure_request]

    After update

    Creates an appointment task for the scheduling group when a patient opts for insurance and an agent completes the review of patient insurance.

    Create insurance info task

    Procedure request [sn_previsit_procedure_request]

    After update

    Creates an insurance task for the patient when the patient service representative completes the review of a procedure request case.

    Update appt booked on procedure request

    Book appointment [sn_hcls_book_appt_task]

    After insert and update

    Indicates that an appointment is booked for a procedure request when the appointment task moves to the terminal state.

    Patient access to procedure request

    Procedure request [sn_previsit_procedure_request]

    Before query

    Enables patients to view their procedure request cases.