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Manage healthcare requests in 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

Create a patient record in Workspace

Create a patient record from within an interaction in Workspace.

Before you begin

Role required: sn_hcls.healthcare_agent, sn_hcls.manager

Procedure

  1. Open your Workspace by navigating to All > HCLS Service Management > Healthcare workspace.

  2. Navigate to Lists > Interactions > My Interactions.

  3. Click the link to the interaction with which you want to associate a patient record.

  4. On the Interaction form, click Create Patient.

  5. Fill in the details for the new patient.

  6. Add an attachment related to the patient by clicking Browse in the Attachments panel.

  7. Click Save.

Result

The patient record is created. You can then verify the patient to associate the patient record with the interaction. For more information, see Associate a patient record with an interaction in Workspace.