--- title: Configuring Healthcare Operations Core description: Set up the Healthcare Operations Core application. locale: en-US canonical_url: https://www.servicenow.com/docs/r/healthcare-life-sciences/healthcare-operations-core/hcls-cto-configuring.html release: brazil product: Healthcare Operations Core classification: healthcare-operations-core topic_type: concept last_updated: "2026-09-10" reading_time_minutes: 4 breadcrumb: [Healthcare Operations Core, Healthcare Operations, Healthcare and Life Sciences] --- # Configuring Healthcare Operations Core Set up the Healthcare Operations Core application. ## Configuration overview 1. [Install Healthcare Operations Core](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/healthcare-life-sciences/healthcare-operations-core/activate-hco-core.md) The application includes demo data for Healthcare Operations Core and installs related ServiceNow Store applications and plugins if they aren’t already installed. 2. [Install ServiceNow Otto for Care Team Operations](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/healthcare-life-sciences/healthcare-operations-core/hco-now-assist-install.md) Optional: Install the ServiceNow Otto for Care Team Operations application to let care team members create requests conversationally. 3. [Configure agentic workflows for Care Team Operations](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/healthcare-life-sciences/healthcare-operations-core/hco-otto-workflows-config.md) Optional: Activate the Request care team assistance agentic workflow and its agents for the chat and voice channels. 4. [Assign roles to Healthcare Operations Core users](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/healthcare-life-sciences/healthcare-operations-core/assign-roles-cto-users.md) Assign specific roles to give Healthcare Operations Core users visibility into healthcare organizations and the hierarchies they manage. 5. [Create a group for all care team members in Healthcare Operations Core](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/healthcare-life-sciences/healthcare-operations-core/hco-create-team-members-group.md) Create a group for team members with the sn\_hco.care\_team\_member role assigned so that users added to this group will inherit the collection of roles for Healthcare Operations Core. 6. [Create a group for all care team managers in Healthcare Operations Core](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/healthcare-life-sciences/healthcare-operations-core/hco-create-team-manager-group.md) Create a group for team members with the sn\_hco.care\_team\_manager role assigned so that users added to this group inherits the collection of roles for Healthcare Operations Core. 7. [Create a healthcare location](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/healthcare-life-sciences/healthcare-operations-core/hcls-sm-configure-healthcare-location.md) Create healthcare locations to designate the locations in which your care teams operate. 8. [Create a healthcare organization](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/healthcare-life-sciences/healthcare-operations-core/hcls-sm-configure-healthcare-organizations.md) Create a healthcare organization for use with Healthcare Operations Core. 9. [Create a healthcare organization](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/healthcare-life-sciences/healthcare-operations-core/hcls-cto-create-healthcare-organization.md) Create a healthcare provider, healthcare department, or organizational team, and associate it with a parent healthcare organization and a common location. 10. [Add or remove members in Healthcare Operations Core](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/healthcare-life-sciences/healthcare-operations-core/hcls-cto-edit-members-admin.md) Add or remove members from your healthcare organizations. 11. [Configure global system properties to edit members in Healthcare Operations Core](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/healthcare-life-sciences/healthcare-operations-core/hcls-cto-configure-properties-edit-members.md) Add or remove members from your healthcare organizations. 12. [Associate healthcare locations with a healthcare organizations](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/healthcare-life-sciences/healthcare-operations-core/hcls-sm-associate-healthcare-locations-organization.md) Use the Healthcare organization location association table to associate locations with healthcare organizations. 13. [Associate assignment groups with a healthcare organization in Healthcare Operations Core](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/healthcare-life-sciences/healthcare-operations-core/hco-assign-roles-responsibilities-members.md) Create assignment groups for your healthcare organizations to determine which user groups are associated with specific healthcare organizations. 14. [Configure the abstract case type for Healthcare Operations Core case types](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/healthcare-life-sciences/healthcare-operations-core/configure-abstract-case-type-hco.md) Extend the Healthcare Operations case \[sn\_hco\_case\] to create custom case types for use with Healthcare Operations Core and related plugins by creating a child table from the Healthcare Operations Core case type. 15. [Add menu items into the Care Team Portal with Healthcare Operations Core](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/healthcare-life-sciences/healthcare-operations-core/hco-add-menu-items.md) Add more menu items into the Care Team Portal for easy user access. 16. [Embedding Care Team Portal in Epic Hyperspace via Hyperdrive](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/healthcare-life-sciences/configure-care-team-portal.md) Configure the Care Team Portal by embedding it into Epic Hyperspace via Hyperdrive and enabling OIDC authentication. 17. [Capture Additional Data From Epic Within ServiceNow Record Producers](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/healthcare-life-sciences/hco-update-variables-portal.md) Update the variable values in existing record producers to capture tokenized data from Epic. 18. [Configure iFrame embedding for Care Team Portal](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/healthcare-life-sciences/configure-iframe-portal.md) For the Care Team Portal to successfully launch in Hyperspace via Hyperdrive, the portal must be configured to work within an iFrame. 19. [Enable Multi-Provider SSO for your ServiceNow instance](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/healthcare-life-sciences/hcls-cto-enabling-oidc.md) Ensure that Multiple Provider SSO is enabled and configured correctly for Care Team Portal to authenticate with Epic Hyperspace via Hyperdrive. 20. [In Epic: Build the FHIR App to Authenticate with ServiceNow](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/healthcare-life-sciences/hco-authenticate-portal.md) Set up your FHIR app with the correct configurations to allow single sign-on for EPIC users to access the Care Team Portal inside EPIC Hyperspace via Hyperdrive. 21. [Create and Configure an Identity Provider in ServiceNow to Authenticate with Epic](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/healthcare-life-sciences/create-identity-provider-hco.md) Set up an Identity Provider in your ServiceNow instance to enable OIDC for Healthcare Operations Core.