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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Components installed with Pre-Visit Management

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

RoleDescriptionContains roles
sn\_previsit.adminAdministers who can access the Pre-Visit Management application.sn\_previsit.patient\_service\_agent
sn\_previsit.patient\_service\_agentViews and fulfills procedure request cases as a patient service representative.sn\_hcls.healthcare\_agent
sn\_previsit.case\_creatorCreates procedure request cases for all associated objects.sn\_previsit.case\_viewer
sn\_previsit.agent\_connectorViews, 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\_viewerViews all procedure request cases available in the application.None
sn\_previsit.contributorCreates 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\_agentAccesses and views all data related to procedure requests as a patient service representative.sn\_previsit.case\_creator

Tables installed

TableDescription
Procedure request \[sn\_previsit\_procedure\_request\]Stores procedure request cases. Extends the Healthcare case \[sn\_hcls\_case\] table.

ServiceNow Store applications installed

ApplicationDescription
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

Scheduled jobDescription
Send procedure consent scheduleSends procedure consent document before the procedure appointment date.

Business rules installed

Business ruleTableRule criteriaDescription
Create book appointment taskProcedure request \[sn\_previsit\_procedure\_request\]After updateCreates 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 taskProcedure request \[sn\_previsit\_procedure\_request\]After updateCreates an insurance task for the patient when the patient service representative completes the review of a procedure request case.
Update appt booked on procedure requestBook appointment \[sn\_hcls\_book\_appt\_task\]After insert and updateIndicates that an appointment is booked for a procedure request when the appointment task moves to the terminal state.
Patient access to procedure requestProcedure request \[sn\_previsit\_procedure\_request\]Before queryEnables patients to view their procedure request cases.