Display patient information on a healthcare case type in Healthcare workspace
Improve agent efficiency and the quality of patient interactions by enabling healthcare agents to view relevant patient information within a case that extends the healthcare case type.
By default, patient information is displayed on interaction records associated with patients. You can configure the CSM Configurable Workspace to display patient information for a case that extends the healthcare case type.
| Task | Description |
|---|---|
| Extend the healthcare case table. | Extend the Healthcare case \[sn\_hcls\_case\] table to create a case type for viewing patient information within healthcare-related cases. |
| Set up the interaction form to create healthcare cases. | Add a create case UI action to enable agents to create a healthcare case from an interaction. |
| Create ACL rules for the extended Healthcare case table. | Create access control list \(ACL\) rules to enable appropriate users and applications to access healthcare cases. |