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Display patient information on a healthcare case › Set up your Healthcare Workspace › Healthcare and Life Sciences Service Management Core › Healthcare and Life Sciences Service Management › Healthcare and Life Sciences
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Configure interactions for healthcare case types

You can add a create case UI action to enable agents to create a healthcare-related case from an interaction.

By default, a UI action to create a case from an interaction is not available. As an administrator, you can create a UI action for creating healthcare-related cases and add the UI action to the Interaction form. For more information, see Create a UI action.

Note: Agents use CSM Configurable Workspace for resolving healthcare cases. To use UI actions in CSM Configurable Workspace, each UI action must have a corresponding form action. For more information, see Set up a form action in CSM Configurable Workspace.