Create a patient record in Workspace
task australia Updated Sep 10, 2026 1 min read hcls-create-patient-record.md
Create a patient record from within an interaction in Workspace.
Before you begin
Role required: sn_hcls.healthcare_agent, sn_hcls.manager
Procedure
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Open your Workspace by navigating to All > HCLS Service Management > Healthcare workspace.
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Navigate to Lists > Interactions > My Interactions.
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Click the link to the interaction with which you want to associate a patient record.
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On the Interaction form, click Create Patient.
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Fill in the details for the new patient.
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Add an attachment related to the patient by clicking Browse in the Attachments panel.
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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.
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--- title: Create a patient record in Workspace description: Create a patient record from within an interaction in Workspace. locale: en-US canonical_url: https://www.servicenow.com/docs/r/australia/healthcare-life-sciences/healthcare-and-life-sciences-service-management-core/hcls-create-patient-record.html release: australia product: Healthcare and Life Sciences Service Management Core classification: healthcare-and-life-sciences-service-management-core topic_type: task last_updated: "2026-09-10" reading_time_minutes: 1 breadcrumb: [Manage healthcare requests in Workspace, Healthcare and Life Sciences Service Management Core, Healthcare and Life Sciences Service Management, Healthcare and Life Sciences] --- # 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](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/healthcare-life-sciences/healthcare-and-life-sciences-service-management-core/hcls-verify-patient.md).
| title | Create a patient record in Workspace |
| description | Create a patient record from within an interaction in Workspace. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/healthcare-life-sciences/healthcare-and-life-sciences-service-management-core/hcls-create-patient-record.html |
| release | australia |
| product | Healthcare and Life Sciences Service Management Core |
| classification | healthcare-and-life-sciences-service-management-core |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Manage healthcare requests in WorkspaceHealthcare and Life Sciences Service Management CoreHealthcare and Life Sciences Service ManagementHealthcare and Life Sciences |