Operational Rounding and Orchestration: From checklists to structured operational rounds

Many organizations have leadership or safety rounds, but the findings often live in notebooks, spreadsheets, or emails—and it's hard to see whether cross-team actions were completed.

ServiceNow Healthcare Operations Orchestration and the Operational Rounding playbook help you define rounding plans once and let the system manage scheduling, task assignment, and evidence collection across IT, facilities, biomed, and service operations.

For organizations where rounding maturity and compliance pressure are high, this becomes a powerful way to move beyond documentation and into action:

Standardize different rounding types (safety, leadership, environment of care, service line initiatives)
Tie findings directly to orchestrated tasks across supporting teams
Create an audit-ready trail of what was found, who acted, and when it was closed

In this 30-minute session, attendees will see how to modernize operational rounding—connecting findings directly to resolution so nothing falls through the cracks:

Run any type of rounding—scheduled or ad-hoc—from one flexible platform, without stitching together spreadsheets or workarounds
Turn findings into assigned tasks automatically, so the right support team is accountable from the moment an issue is identified
Cover every rounding scenario your teams face—Environment of Care, pre-regulatory inspections, asset inspections, and more—without managing separate processes for each
Give both care teams and operational support a clear, shared view of open findings and where resolution stands—no more status calls, no more surprises before a survey

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Patrick Kreider

CRM Account Executive
Servicenow

Host

Erin Smithouser, MSN, RN

Healthcare CRM Architect
ServiceNow

Panelist