Configuration and details for the Care tab
In the Patient 360, on the Care tab, you can customize the care plan rules and the program component rules to meet your business needs. Additionally, you can customize the rules for patient care, their goals, and their tasks. For example, you might want to extend and integrate from an EMR or another system or push Pega Care Management data to a third-party system.
Because look-up data pages do not support dynamic class referencing, you need to save the D_GetWO rule in the appropriate implementation-layer class context so that the data page can fetch the implementation-layer specific data. Otherwise, the look-up fails and the data page does not return any data.
The following topics include details that are related to the Care tab:
- Care plan rules
- Program component rules
- Patient care
- Goals and tasks on the Care tab
Care plan rules
In the Patient 360 view, the system displays all the active cases in the Care tab by default. You can filter the cases in which the patients are enrolled by choosing a specific program from the Patient care drop-down list. Selecting a program displays program-specific details such as the program duration.
The D_MemberEnrolledPrograms data page is the source for the programs list.
Because look-up data pages do not support dynamic class referencing, you need to save the following rules in the appropriate implementation-layer class context so that the data page can fetch the implementation-layer specific data. Otherwise, the look-up fails and the data page does not return any data.
- D_BA_Alert
- D_BA_Barrier
- D_BA_Goal
- D_BA_Intervention
- D_BA_Problem
- D_BA_Task
Rules to display patient programs and their durations
Rule name | Rule type | Purpose |
FetchCarePlanByCategory | Data transform | Fetches the care plans by category. No parameters |
D_ActiveCarePlanByCategory | Data page | Fetches the care plans by category. No parameters |
D_GetOpenCPCasesForProgram | Data page | Retrieves the active care plans of a program. Parameters are Program, MemberID, and ObjClass |
GetOpenCPCasesForProgram | Report definition | Retrieves the active care plans of a program. Parameters are Program, MemberID, and ObjClass |
LoadSelectedProgramWO | Data transform | Loads the selected program. No parameters |
D_GetProgramFromCategoryMember | Report definition | Gets the pyid of the program work object based
on patient ID and category (program name). Parameters are MemberID and Category |
GetProgramFromCategoryMember | Report definition | Fetches the program work object that is associated with the program
name (category) in which the patient is enrolled. Parameters are MemberID and Category |
ResetShowDropDown | Data transform | Clears the values that were selected in the drop-down lists. No parameters |
CarePlanDurationDetails | Section | Displays the care plan details. No parameters |
MemberCareProblemHeader | Section | Header section of the tree grid in which the filters are
displayed. No parameters |
ReloadProgram | Data transform | Reloads the program when selecting the identified option from the
Care tab drop-down list. No parameters |
Rule name | Rule type | Purpose |
CallFetchChildItemsDataTransform | Data transform | Calls the data transform to fetch the child items of the care plan
item. No parameters |
FetchChildElements | Data transform | Fetches all the first- level child items of a Business Analyst portal
template rule. No parameters |
GetRulePage | Data transform | Gets the Task rule page. Similarly, for other Business Analyst rules,
this data transform is overridden in the respective rule
classes. Parameters are pyClassName, pyCategory, and pyPurpose |
D_BA_Alert | Data page | Looks up an alert rule. Parameters are pyClassName, pyCategory, and pyPurpose |
D_BA_Barrier | Data page | Looks up a barrier rule. Parameters are pyClassName, pyCategory, and pyPurpose |
D_BA_Goal | Data page | Looks up a goal rule. Parameters are pyClassName, pyCategory, and pyPurpose |
D_BA_Intervention | Data page | Looks up an intervention rule. Parameters are pyClassName, pyCategory, and pyPurpose |
D_BA_Problem | Data page | Looks up a problem rule. Parameters are pyClassName, pyCategory, and pyPurpose |
D_BA_Task | Data page | Looks up a task rule. Parameters are pyClassName, pyCategory, and pyPurpose |
CopyFromRulePage | Data transform | Copies from the Business Analyst rule page to the current the
pxResults property to build the care plan
tree. No parameters |
Program component rules
You can also filter cases based on status (Active or Completed) by selecting the appropriate status from the Show drop-down list. The D_ProgramStatusFilterValue data page is used to maintain the status.
When you select a specific program, you can also view care plan items that are identified during the assessments. You can add elements that are not part of the program to the program in this section. Screening assessments are risk assessments that are given during the program enrollment process. The ListOfScreeningAssessmentsForMember report definition is used to display the assessment list.
Because look-up data pages do not support dynamic class referencing, you need to save the following rules in the appropriate implementation-layer class context so that the data page can fetch the implementation-layer specific data. Otherwise, the look-up fails and the data page does not return any data.
- D_BA_Alert
- D_BA_Barrier
- D_BA_Goal
- D_BA_Intervention
- D_BA_Problem
- D_BA_Task
Rules for program components
Rule name | Rule type | Purpose |
CallFetch ChildItemsDataTransform | Data transform | Calls the data transform to fetch the child items of the care plan
item. No parameters |
FetchChildElements | Data transform | Fetches all the first-level child items of a Business Analyst portal
template rule. No parameters |
GetRulePage | Data transform | Gets the Task rule page. Similarly, for other Business Analyst rules,
this data transform is overridden in the respective rule
classes. Parameters are pyClassName, pyCategory, and pyPurpose |
D_BA_Alert | Data page | Looks up an alert rule. Parameters are pyClassName, pyCategory, and pyPurpose |
D_BA_Barrier | Data page | Looks up a barrier rule. Parameters are pyClassName, pyCategory, and pyPurpose |
D_BA_Goal | Data page | Looks up a goal rule. Parameters are pyClassName, pyCategory, and pyPurpose |
D_BA_Intervention | Data page | Looks up an intervention rule Parameters are pyClassName, pyCategory, and pyPurpose |
D_BA_Problem | Data page | Looks up a problem rule. Parameters are pyClassName, pyCategory, and pyPurpose |
D_BA_Task | Data page | Looks up a task rule. Parameters are pyClassName, pyCategory, and pyPurpose |
CopyFromRulePage | Data transform | Copies from the Business Analyst rule page to the current
pxResults to build the care plan tree. No parameters |
Patient care
When a member is enrolled in a program, the cases are displayed at the program level and also at the member level. The second section displays the goals and tasks that are associated with the member and program. Two data pages render this information: D_GetProgramCasesObjClass and D_GetMemberCasesObjClass. The Patient LoadPHPCases activity fetches the case information.
Patient care rules
Rule name | Rule type | Purpose |
PickCPWorkItems | Report definition | Fetches the work items that are added as direct children to the
selected program to display in the Patient care
section. Parameters are CustID, SelectedProgram, and ParentClass |
D_GetCPCasesForProgram | Data page | Fetches the care plans of a program. Parameters are Program, MemberID, and ObjClass |
GetCPCasesForProgram | Report definition | Pulls the data from the D_GetCPCasesForProgram
data page. Parameters are Program, MemberID, and ObjClass |
PickPHPWorkItems | Report definition | Picks the work items that are added to the patient (PatientCare) to
display in the Patient care section. Parameter is CustID |
D_GetWO | Data page | Fetches the work object details. Parameter is pyID |
Goals and tasks on the Care tab
Goals and tasks are added at the patient level. They appear in the Other goals and Other tasks sections.
Rules for goals and tasks
Rule name | Rule type | Purpose |
LoadGoalCases | Data transform | Loads the goals that are associated with a patient. No parameters |
D_ProgramGoals | Data page | Retrieves goals that are related to a program. Parameters are SelectedProgram and FilterType |
PickActiveGoalWorkItemsForProgram | Report definition | Fetches the active goal items when a program is selected in the
filter. Parameters are CustID and SelectedProgram |
PickResolvedGoalWorkItemsForProgram | Report definition | Picks the resolved goal items when a program is selected in the
filter. Parameters are CustID and SelectedProgram |
PickGoalWorkItemsForProgram | Report definition | Picks the goal items when a program is selected in the
filter. Parameters are CustID and SelectedProgram |
D_MemberGoals | Data page | Fetches goals that are related to a patient. Parmeter is FilterType |
PickActiveGoalWorkItems | Report definition | Gets the active goals of specific patient. Parameters are CustID, SelectedProgram and CarePlanClass |
PickResolvedGoalWorkItems | Report definition | Gets the resolved goals of specific patient. Parameters are CustID, SelectedProgram and CarePlanClass |
PickGoalWorkItems | Report definition | Gets the goals of specific patient. Parameters are CustID, SelectedProgram and CarePlanClass |
Previous topic Configuring and extending features on the Patient 360 profile Next topic Configuration and details for the Clinical tab