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Release: Australia · Updated: 2023-08-03 · Official documentation · View source

Assign roles for Patient Support Services users

Assign roles to control access to features, capabilities, and data in the Patient Support Services application.

Before you begin

Important:

Starting with the Yokohama release, Patient Support Services 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.

Set the application scope to Patient Support Services using the application picker. For more information, see Application picker.

Role required: sn_patientservice.admin or admin

About this task

Users with the roles listed in the following table can use the Patient Support Services application.

RoleDescriptionContains roles
sn\_patientservice.adminAdministers who can access the Patient Support Services application.sn\_patientservice.agent
sn\_patientservice.agentViews and fulfills enrollment cases as a care coordinator.sn\_hcls.healthcare\_agent
sn\_patientservice.nurse\_educator

Manages training requests for a Patient Support Services as a nurse educator.

Note: By default, the sn_patientservice.nurse_educator role is assigned to the members of the Nurse Training Support assignment group.

sn\_hcls.practitioner
sn\_patientservice.case\_creatorCreates enrollment cases for all associated objects.sn\_patientservice.case\_viewer
sn\_patientservice.agent\_connectorViews, creates, and updates enrollment 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 Patient Support Services.- sn\_hcls.healthcare\_agent - sn\_patientservice.sm\_agent
sn\_patientservice.case\_task\_viewerViews all tasks associated with an enrollment case that the user has access to.None
sn\_patientservice.case\_viewerViews all enrollment cases available in the application.None
sn\_patientservice.contributorCreates enrollment 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 Patient Support Services.- sn\_hcls.clinical\_data\_viewer - sn\_hcls.foundation\_data\_viewer - sn\_patientservice.case\_task\_viewer - sn\_hcls.patient\_data\_viewer - sn\_hcls.practitioner\_data\_viewer - sn\_hcls.health\_insurance\_data\_viewer - sn\_patientservice.case\_viewer - sn\_hcls.revenue\_cycle\_data\_viewer - sn\_patientservice.case\_creator
sn\_patientservice.sm\_agentAccesses and views all data related to enrollment requests as a care coordinator.sn\_patientservice.case\_creator

Procedure