Assign roles for Pre-Visit Management users
Assign roles to control access to features, capabilities, and data in the Pre-Visit Management application.
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.
Before you begin
Set the application scope to Pre-Visit Management using the application picker. For more information, see Application picker.
Role required: sn_previsit.admin, sn_hcls.admin, or admin
About this task
Users with the roles listed in the following table can use the Pre-Visit Management application.
| 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 |
Procedure
Assign roles to users and groups using the ServiceNow AI Platform user administration feature.
- To assign a role to a user, see Assign a role to a user.
- To assign a role to a group, see Assign a role to a group.