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
|
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_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_previsit.sm_agent |
Accesses and views all data related to procedure requests as a patient service representative. |
sn_previsit.case_creator |
|
Table |
Description |
|---|---|
|
Procedure request [sn_previsit_procedure_request] |
Stores procedure request cases. Extends the Healthcare case [sn_hcls_case] table. |
|
Application |
Description |
|---|---|
|
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 job |
Description |
|---|---|
|
Send procedure consent schedule |
Sends procedure consent document before the procedure appointment date. |
|
Business rule |
Table |
Rule criteria |
Description |
|---|---|---|---|
|
Create book appointment task |
Procedure request [sn_previsit_procedure_request] |
After update |
Creates 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 task |
Procedure request [sn_previsit_procedure_request] |
After update |
Creates an insurance task for the patient when the patient service representative completes the review of a procedure request case. |
|
Update appt booked on procedure request |
Book appointment [sn_hcls_book_appt_task] |
After insert and update |
Indicates that an appointment is booked for a procedure request when the appointment task moves to the terminal state. |
|
Patient access to procedure request |
Procedure request [sn_previsit_procedure_request] |
Before query |
Enables patients to view their procedure request cases. |
--- title: Components installed with Pre-Visit Management description: 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. locale: en-US canonical_url: https://www.servicenow.com/docs/r/australia/healthcare-life-sciences/pre-visit-components-installed.html release: australia topic_type: reference last_updated: "2026-09-10" reading_time_minutes: 2 breadcrumb: [Reference, Pre-Visit Management, Healthcare and Life Sciences Service Management, Healthcare and Life Sciences] --- # 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 \[KB0867184\]](https://support.servicenow.com/kb_view.do?sysparm_article=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](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/platform-administration/find-components.md). ## Roles installed <table id="table_qzw_m3l_4pb"><thead><tr><th> Role </th><th> Description </th><th> Contains roles </th></tr></thead><tbody><tr><td> sn\_previsit.admin </td><td> Administers who can access the Pre-Visit Management application. </td><td> sn\_previsit.patient\_service\_agent </td></tr><tr><td> sn\_previsit.patient\_service\_agent </td><td> Views and fulfills procedure request cases as a patient service representative. </td><td> sn\_hcls.healthcare\_agent </td></tr><tr><td> sn\_previsit.case\_creator </td><td> Creates procedure request cases for all associated objects. </td><td> sn\_previsit.case\_viewer </td></tr><tr><td> sn\_previsit.agent\_connector </td><td> 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](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/healthcare-life-sciences/pre-visit-connector-contributor.md). </td><td> - sn\_hcls.healthcare\_agent - sn\_previsit.sm\_agent </td></tr><tr><td> sn\_previsit.case\_viewer </td><td> Views all procedure request cases available in the application. </td><td> None </td></tr><tr><td> sn\_previsit.contributor </td><td> 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](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/healthcare-life-sciences/pre-visit-connector-contributor.md). </td><td> - 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 </td></tr><tr><td> sn\_previsit.sm\_agent </td><td> Accesses and views all data related to procedure requests as a patient service representative. </td><td> sn\_previsit.case\_creator </td></tr></tbody> </table>## Tables installed <table id="table_ib2_btj_sqb"><thead><tr><th> Table </th><th> Description </th></tr></thead><tbody><tr><td> Procedure request \[sn\_previsit\_procedure\_request\] </td><td> Stores procedure request cases. Extends the Healthcare case \[sn\_hcls\_case\] table. </td></tr></tbody> </table>## ServiceNow Store applications installed <table id="table_ldj_jhj_sqb"><thead><tr><th> Application </th><th> Description </th></tr></thead><tbody><tr><td> Healthcare and Life Sciences Service Management Core \(sn\_hcls\) </td><td> Provides a data model and critical digital health capabilities including patient 360-degree view, consent management, and digital documentation to better address healthcare services. </td></tr></tbody> </table>## Scheduled jobs installed <table id="table_u5w_d1k_sqb"><thead><tr><th> Scheduled job </th><th> Description </th></tr></thead><tbody><tr><td> Send procedure consent schedule </td><td> Sends procedure consent document before the procedure appointment date. </td></tr></tbody> </table>## Business rules installed <table id="table_lyf_vdl_4pb"><thead><tr><th> Business rule </th><th> Table </th><th> Rule criteria </th><th> Description </th></tr></thead><tbody><tr><td> Create book appointment task </td><td> Procedure request \[sn\_previsit\_procedure\_request\] </td><td> After update </td><td> Creates an appointment task for the scheduling group when a patient opts for insurance and an agent completes the review of patient insurance. </td></tr><tr><td> Create insurance info task </td><td> Procedure request \[sn\_previsit\_procedure\_request\] </td><td> After update </td><td> Creates an insurance task for the patient when the patient service representative completes the review of a procedure request case. </td></tr><tr><td> Update appt booked on procedure request </td><td> Book appointment \[sn\_hcls\_book\_appt\_task\] </td><td> After insert and update </td><td> Indicates that an appointment is booked for a procedure request when the appointment task moves to the terminal state. </td></tr><tr><td> Patient access to procedure request </td><td> Procedure request \[sn\_previsit\_procedure\_request\] </td><td> Before query </td><td> Enables patients to view their procedure request cases. </td></tr></tbody> </table>
| title | Components installed with Pre-Visit Management |
| description | 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. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/healthcare-life-sciences/pre-visit-components-installed.html |
| release | australia |
| topic_type | reference |
| last_updated | 2026-09-10 |
| reading_time_minutes | 2 |
| breadcrumb | ReferencePre-Visit ManagementHealthcare and Life Sciences Service ManagementHealthcare and Life Sciences |