{"revision":"c10276e953456835cdbb1f3a60d58ae1980be353","document":{"id":19546,"path":"healthcare-life-sciences/pss-appt-booking-setup.md","title":"Configuring an appointment booking setting for Patient Support Services","bundle":null,"doc_type":null,"release":"australia","body":"\n# Configuring an appointment booking setting for Patient Support Services\n\nEnable patients to book an appointment for the training requests conducted by nurse educators.\n\n**Important:**\n\nStarting 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.\n\nFor details, see the [Deprecation Process \\[KB0867184\\]](https://support.servicenow.com/kb_view.do?sysparm_article=KB0867184) article in the Now Support knowledge base.\n\nIn the Patient Support Services application, an appointment is booked for scheduling training requests included within a program service. For completing a program service item, a program task is created in the application.\n\nThe Patient Support Services application uses the Appointment Booking plugin \\(com.snc.appointment\\_booking\\) to create an appointment record in the Appointment \\[sn\\_hcls\\_appointment\\] table. The appointment record is created for a program task that requires appointment booking. The plugin is automatically activated after your administrator installs the Patient Support Services application. For more information about the Appointment Booking feature, see [Appointment booking components](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/field-service-management/appointment-booking-components.md).\n\nAs a user with the sn\\_patientservice.admin role, you configure the following appointment booking settings:\n\n1.  [Configure an appointment booking setting in Patient Support Services](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/healthcare-life-sciences/pss-appt-booking-setup.md).\n2.  [Configure an appointment booking service setting in Patient Support Services](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/healthcare-life-sciences/pss-appt-booking-setup.md).\n\n    **Note:** The appointment booking feature requires configuration for a program task that offers scheduled appointments. A service configuration includes settings that apply only to that specific service.\n\n3.  Optional: [Configure a day-level appointment booking setting in Patient Support Services](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/healthcare-life-sciences/pss-appt-booking-setup.md).\n4.  [Display an appointment booking window on a patient portal](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/healthcare-life-sciences/pss-appt-booking-setup.md).\n\n**Related topics**  \n\n\n[Booking appointments for Patient Support Services](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/healthcare-life-sciences/pss-booking-appt-patient.md)\n\n## Configure an appointment booking setting in Patient Support Services\n\nSet up time windows for conducting a program task that patient can use to book appointments in the Patient Support Services application.\n\n### Before you begin\n\n**Important:**\n\nStarting 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.\n\nFor details, see the [Deprecation Process \\[KB0867184\\]](https://support.servicenow.com/kb_view.do?sysparm_article=KB0867184) article in the Now Support knowledge base.\n\nSet the application scope to Patient Support Services using the application picker. For more information, see Application picker.\n\nRole required: sn\\_patientservice.admin\n\n### About this task\n\nBy default, the application includes the **Program service appointment** setting for a program task.\n\n### Procedure\n\n1.  Navigate to **All** &gt; **Patient Support Services** &gt; **Administration** &gt; **Appointment booking settings**.\n\n2.  In the Appointment Booking Configuration list, either configure an existing setting or create a new one.\n\n    -   Select an existing configuration in the Appointment Booking Configuration list.\n    -   Create a new configuration by clicking **New** in the Appointment Booking Configuration list.\n3.  On the form, verify the default field values for an existing configuration, or fill in the values for a custom configuration.\n\n<table id=\"table_vst_5nf_2r\"><thead><tr><th>\n\nField\n\n</th><th>\n\nDescription\n\n</th></tr></thead><tbody><tr><td>\n\nName\n\n</td><td>\n\nName to identify the configuration.\n\n</td></tr><tr><td>\n\nTask Table\n\n</td><td>\n\nTask table for which the appointment is created.\n\n The Patient service training \\[sn\\_patientservice\\_training\\_task\\] table is the default table for the Patient Support Services training tasks.\n\n</td></tr><tr><td>\n\nAvailability Method\n\n</td><td>\n\nMethod to determine the appointment availability.\n\n An availability method is one of the following types:\n\n-   **Number of appointments per slot**\n\nSpecific number of appointments per time slot. This method uses a specified number of available appointments per time window. The actual number of appointments is specified in the appointment service configuration. For example, if the administrator specifies 10 appointments per window, then each appointment window has 10 available appointments. The number of available appointments for an appointment window decreases by one each time an appointment within that window is booked.\n\n-   **Scripted**\n\nScript to determine the number of available appointments per time window.\n\n</td></tr><tr><td>\n\nAdvanced Calendar view for Portal\n\n</td><td>\n\nOption to display the advanced calendar view for available appointments in the Select Appointment window on the patient portal.\n\n The advanced calendar view displays appointments categorized in different time slots of the day, such as morning, afternoon, and evening.\n\n</td></tr><tr><td>\n\nActive\n\n</td><td>\n\nOption for activating the application configuration and enabling the appointment booking.\n\n</td></tr><tr><td>\n\nAuto acceptance\n\n</td><td>\n\nOption to enable the auto-acceptance of the training tasks by an agent.\n\n For Patient Support Services, clear the Auto acceptance check box because the appointment for a training task is booked by a patient.\n\n</td></tr><tr><td>\n\nCalendar View\n\n</td><td>\n\nView of the available appointments in the Select Appointment window on the patient portal for a single day or for a week.\n\n</td></tr><tr><td>\n\nAdvanced Calendar view for Portal\n\n</td><td>\n\nAdvanced view of the available appointments in the Select Appointment window on the patient portal.\n\n</td></tr><tr><td>\n\nScript\n\n</td><td>\n\nScript used to determine the number of available appointments. This field appears only when **Scripted** is selected from **Availability Method**.\n\n</td></tr></tbody>\n</table>4.  Save your changes.\n\n    -   For an existing configuration, click **Update**.\n    -   For a new configuration, click **Submit**.\n\n### What to do next\n\n[Configure an appointment booking service setting in Patient Support Services](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/healthcare-life-sciences/pss-appt-booking-setup.md).\n\n## Configure an appointment booking service setting in Patient Support Services\n\nSet up an appointment booking configuration for a service provided to patients within the program tasks.\n\n### Before you begin\n\n**Important:**\n\nStarting 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.\n\nFor details, see the [Deprecation Process \\[KB0867184\\]](https://support.servicenow.com/kb_view.do?sysparm_article=KB0867184) article in the Now Support knowledge base.\n\nRole required: sn\\_patientservice.admin\n\n### About this task\n\nBy default, the application includes the **Program service appointment config** setting for the services included within the Patient Support Services training tasks.\n\n### Procedure\n\n1.  Navigate to **All** &gt; **Patient Support Services** &gt; **Administration** &gt; **Appointment booking settings**.\n\n2.  Click the link to the appointment booking configuration with which you want to associate the setting.\n\n3.  Either configure an existing setting or create a new one.\n\n    -   Select an existing configuration in the Appointment Booking Service Configuration related list.\n    -   Create a new configuration by clicking **New** in the Appointment Booking Service Configuration related list.\n4.  On the form, verify the default field values for an existing configuration, or fill in the values for a custom configuration.\n\n<table id=\"table_vst_5nf_2r\"><thead><tr><th>\n\nField\n\n</th><th>\n\nDescription\n\n</th></tr></thead><tbody><tr><td>\n\nEnable day level configuration\n\n</td><td>\n\nOption to configure different schedule on a day level when booking appointments.\n\n</td></tr><tr><td>\n\nActive\n\n</td><td>\n\nActivates appointment booking for the service.\n\n**Note:** If deactivated, customers cannot schedule appointments for the service but can still create work orders.\n\n</td></tr><tr><td class=\"sub-head\" colspan=\"2\">\n\nGeneral Information\n\n</td></tr><tr><td>\n\nName\n\n</td><td>\n\nName to identify the service configuration.\n\n</td></tr><tr><td>\n\nConfiguration\n\n</td><td>\n\nName of the appointment booking configuration associated with this service. This field is automatically set to the selected appointment booking configuration.\n\n</td></tr><tr><td>\n\nAvailability Table\n\n</td><td>\n\nTable that is used to calculate appointment availability. The default is the Appointment \\[sn\\_hcls\\_appointment\\] table.\n\n</td></tr><tr><td>\n\nHoliday Schedule\n\n</td><td>\n\nHoliday schedule to use when determining appointment availability.\n\n Click the lookup icon \\(\\[Omitted image \"lookup-using-list.png\"\\] Alt text: Lookup using list icon.\\) and select a schedule from the Schedules list.\n\n The appointment booking feature evaluates the holiday schedule when determining the number of available appointments and excludes any day in the schedule that is set to **Exclude**. For more information, see [Holidays](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/platform-administration/c_Holidays.md).\n\n</td></tr><tr><td class=\"sub-head\" colspan=\"2\">\n\nCatalog Information\n\n</td></tr><tr><td>\n\nCatalog Item\n\n</td><td>\n\nService in the service catalog for which this appointment booking configuration is being created.\n\n Click the lookup icon \\(\\[Omitted image \"lookup-using-list.png\"\\] Alt text: Lookup using list icon.\\) and select a service from the Record Producers list.\n\n By default, the application includes the **Program service appointment** record producer for the **Program service appointment** configuration.\n\n</td></tr><tr><td>\n\nLocation\n\n</td><td>\n\nField in the record provider that determines the appointment location.\n\n</td></tr><tr><td>\n\nTimezone\n\n</td><td>\n\nAppointment window based on the **Timezone** field specified in the patient record or the location where the appointment for the training task is scheduled.\n\n</td></tr><tr><td>\n\nAppointment is mandatory\n\n</td><td>\n\nOption to make creating an appointment when requesting the service as a requirement.\n\n</td></tr><tr><td>\n\nUser contact\n\n</td><td>\n\nField on the record provider that determines who the appointment is being created for.\n\n A reference field that looks for a `sys_user` variable and sets the variable on the record producer; for example, **Patient**.\n\n</td></tr><tr><td class=\"sub-head\" colspan=\"2\">\n\nBooking\n\n</td></tr><tr><td>\n\nAppointments per window\n\n</td><td>\n\nNumber of available appointments for each configured appointment time slot.\n\n The numeric value you enter determines the number of available appointments that are displayed on the Select Appointment window.\n\n</td></tr><tr><td>\n\nLead time\n\n</td><td>\n\nNumber of hours or days from the current time after which an appointment can be booked for this service.\n\n</td></tr><tr><td>\n\nFuture bookable max days\n\n</td><td>\n\nNumber of days prior to the current day for which an appointment can be booked for this service.\n\n</td></tr><tr><td>\n\nReschedule/Cancel by time\n\n</td><td>\n\nNumber of hours or days prior to an appointment start time that are required for an appointment to be canceled or rescheduled.\n\n If a patient attempts to cancel or reschedule an appointment within this number of hours, the **Cancel** button is not available.\n\n</td></tr><tr><td class=\"sub-head\" colspan=\"2\">\n\nAppointments\n\n</td></tr><tr><td>\n\nAppointment window\n\n</td><td>\n\nDuration of the appointment window.\n\n**Note:** Allow enough time for the training to be started and completed within this window.\n\n</td></tr><tr><td>\n\nWork duration\n\n</td><td>\n\nAmount of time required to complete all tasks created by the record producer.\n\n</td></tr><tr><td>\n\nTravel duration \\(round trip\\)\n\n</td><td>\n\nAverage travel time required for an agent. This field is not used in Patient Support Services.\n\n</td></tr><tr><td class=\"sub-head\" colspan=\"2\">\n\nDaily Schedule\n\n</td></tr><tr><td>\n\nBookable days\n\n</td><td>\n\nDays of the week for which appointments can be booked.\n\n</td></tr><tr><td>\n\nDaily start time\n\n</td><td>\n\nEarliest start time for an appointment window in a workday.\n\n</td></tr><tr><td>\n\nDaily end time\n\n</td><td>\n\nLatest end time for an appointment window in a workday.\n\n</td></tr><tr><td>\n\nInclude daily break\n\n</td><td>\n\nOption for scheduling a break for each bookable day.\n\n If you select the **Include daily break** check box, you can then specify the break start and end times in the boxes that appear.\n\n</td></tr><tr><td>\n\nAppointment booking preview\n\n</td><td>\n\nPreview of the appointment windows and times based on the selected start and end times, break time, and appointment window.\n\n</td></tr></tbody>\n</table>5.  Save your changes.\n\n    -   For an existing configuration, click **Update**.\n    -   For a new configuration, click **Submit**.\n\n## Configure a day-level appointment booking setting in Patient Support Services\n\nCreate or modify different schedules on a day level when booking appointments for a program task. The appointments can be scheduled at different time slot of a day, such as morning, afternoon, or evening.\n\n### Before you begin\n\n**Important:**\n\nStarting 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.\n\nFor details, see the [Deprecation Process \\[KB0867184\\]](https://support.servicenow.com/kb_view.do?sysparm_article=KB0867184) article in the Now Support knowledge base.\n\n1.  [Configure an appointment booking setting in Patient Support Services](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/healthcare-life-sciences/pss-appt-booking-setup.md).\n2.  [Configure an appointment booking service setting in Patient Support Services](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/healthcare-life-sciences/pss-appt-booking-setup.md).\n\nRole required: admin\n\n### About this task\n\nYou can create a single or multiple day level configurations for each program task that requires an appointment booking.\n\n### Procedure\n\n1.  Navigate to **All** &gt; **Patient Support Services** &gt; **Administration** &gt; **Appointment booking settings**.\n\n2.  Click the link to the appointment booking configuration with which you want to associate the setting.\n\n3.  Click the link to the appointment booking service configuration for which you want to configure different appointment schedules.\n\n4.  Select the **Enable day level configuration** check box.\n\n5.  In the Appointment Booking Day Configuration related list, click **New**.\n\n6.  On the form, fill in the fields.\n\n7.  <table id=\"table_lws_gcg_fqb\"><thead><tr><th>\n\nField\n\n</th><th>\n\nDescription\n\n</th></tr></thead><tbody><tr><td>\n\nName\n\n</td><td>\n\nName to identify the day-level configuration, such as Morning, Afternoon, or Evening.\n\n</td></tr><tr><td>\n\nActive\n\n</td><td>\n\nOption for activating the appointment slot.\n\n</td></tr><tr><td>\n\nStart date\n\n</td><td>\n\nStart date of the appointment booking window.\n\n</td></tr><tr><td>\n\nEnd date\n\n</td><td>\n\nEnd date of the appointment booking window.\n\n</td></tr><tr><td>\n\nDaily start time\n\n</td><td>\n\nEarliest start time for an appointment window in a workday.\n\n</td></tr><tr><td>\n\nDaily end time\n\n</td><td>\n\nLatest end time for an appointment window in a workday.\n\n</td></tr><tr><td>\n\nService configuration\n\n</td><td>\n\nName of the service configuration for which you are scheduling configurations on a day level.\n\n</td></tr><tr><td>\n\nWork duration\n\n</td><td>\n\nAmount of time required to complete all tasks created by the record producer.\n\n</td></tr><tr><td>\n\nTravel Duration \\(round trip\\)\n\n</td><td>\n\nEstimated value of the average travel time required \\(round trip\\) for the agent performing the task. This field is not applicable to Patient Support Services.\n\n</td></tr><tr><td>\n\nAppointment window\n\n</td><td>\n\nDuration of the appointment window.\n\n**Note:** Allow enough time for the training to be started and completed within this window.\n\n</td></tr><tr><td>\n\nAppointments per window\n\n</td><td>\n\nNumber of available appointments for each configured appointment time slot.\n\n The numeric value you enter determines the number of available appointments that are displayed on the Select Appointment window.\n\n</td></tr><tr><td>\n\nInclude daily break\n\n</td><td>\n\nOption for scheduling a break for each bookable day.\n\n If you select the **Include daily break** check box, you can then specify the break start and end times in the boxes that appear.\n\n</td></tr><tr><td>\n\nAppointment booking preview\n\n</td><td>\n\nPreview of the appointment windows and times based on the selected start and end times, break time, and appointment window.\n\n</td></tr></tbody>\n</table>8.  Click **Submit**.\n\n\n## Displaying appointment booking window on a patient portal\n\nDisplay a menu item to select appointments when booking or rescheduling an appointment for Patient Support Services on a patient portal.\n\n**Important:**\n\nStarting 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.\n\nFor details, see the [Deprecation Process \\[KB0867184\\]](https://support.servicenow.com/kb_view.do?sysparm_article=KB0867184) article in the Now Support knowledge base.\n\nBy default, the **Program service appointment** record producer is available for booking appointments associated with Patient Support Services. You can use the default record producer to enable patients to book appointments or create your own record producer.\n\nAs an administrator, you can include the record producer for appointment booking in a service  catalog and display the service  catalog  as a module on a patient portal. Patients can then use the module to book appointments for a training request.\n\nFor more information, see [Record Producer](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/servicenow-platform/c_RecordProducer.md) and [Set up a service catalog](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/servicenow-platform/t_SetUpAServiceCatalog.md) . \n\n"}}