Visit
Visits are meetings between care managers and patients. With Pega Care Management, you can plan, schedule, and conduct visits. Visits can be telephonic or conducted in the home. You can plan and schedule visits with multiple attendees who can participate in the events or visits. As a result, you can capture the necessary details that are required for care management integration with the appropriate customer databases.
You can schedule a visit by clicking on the member's Patient 360.
VisitDefault is the work party rule for the Visit case type. By using this rule, you can configure valid and interested parties.
For more information, see Visit planning and scheduling in the Pega Care Management Business Use Case Guideon the Pega Care Management product page.
The following list describes items that are related to the Visit Microjourney:
- Data model
- Rules for plan visit
- Schedule and conduct
- Outbound case
- Visit mobile use case
Data model
In App Studio, you can view the data model for Visit in Case Types.
Click the Data model tab on the Visit page.
Rules for a planned visit
To plan a visit, you need to capture details such as type of visit, participants' details, topics for discussion, meeting time or priority, and whether notes will be captured. There should be at least one Internal team member as a primary participant and at least one assessment in topics.
For information about adding care team members, see Adding members to the care team list.
Key rules for plan visit
| Rule name | Rule type | Purpose |
| ParticipantTypes | Property - Datapage source | Refers to a node-level data page that retrieves the participants'
information based on case type. No parameters |
| D_GetParticipantTypes | Keyed access Data page | Fetches participants for visit or case conference with key as
CaseType:.CaseType. No parameters |
| D_ContactsByCategory | Data page | Loads all the contacts by category. Parameters are WorkObjectID, ContactClass, and isActive |
| D_GetProviderList | Data page | Fetches practitioners (requesting or service provider) based on the
search criteria. No parameters |
| D_GetAvailableUsers | Data page | Fetches all operators in the system, who have the access roles
defined on the Care Management Application
configuration page, that can be added as an internal team contact. No parameters |
Key rules for retrieving topics
| Rule name | Rule type | Purpose |
| TopicTypes | Property - Data page source | Refers to a node-level data page to retrieve the topics types based
on case type, for example, visit or case conference. No parameters |
| D_GetTopicTypes | Keyed access Data page | Fetches topics for visits or case conferences. No parameters |
| AddOtherToTopics | Data page | An extension point to add Other to the
available list of topics. Use this option for any other topic types that
are not available in the list. No parameters |
| D_fetchHomeorOtherAsessments | Data page | Fetches the assessments for the Home category
or Other. Parameters are fieldName, and className |
| D_ActiveGoals | Data page | Fetches all the active goals for the respective member if the topic
type is goal. Parameter is MemberID |
| D_MemberActiveIncidents | Data page | Fetches all the active incidents for the respective member if the
topic type is incident. Parameter is MemberID |
| D_MemberActiveProblems | Data page | Fetches all the active problems for the respective member if the
topic type is problem. Parameter is MemberID |
Rules in the visit planning stage
| Rule name | Rule tyupe | Purpose |
| D_GetMeetingType | Data page | Fetches the supported meeting types for case conference or visit. Parameters are fieldName and className |
| Priority | Property - Prompt lis | Source for the Priority drop-down list |
| D_CareTeamContactsByCategory | Data page | Retrieves contacts based on the category, for example,
Internal team, Care
provider, or Personal
Support. Parameters are WorkObjectID, WorkObjectClass, ContactClass, and Category |
| AddOrClearPatientToVisit | Data transform | Adds the member to the participants list. The member is the default
participant for the visit case. No parameters |
| GetCaseLabel | Decision table | Sets the class label based on the case class. No parameters |
| Setparticipantinfo | Activity | Participants' information is added to the participants list for the
visit or conference. When the meeting is scheduled, the meeting request
message or email is sent to the participants. No parameters |
Schedule and conduct
The Visit case is routed to scheduler workbasket for scheduling the visit with the member and other participants per the details that you entered in the planning stage. The SLA of the assignment is determined based on the priority that is specified in the planning stage. You can configure the work basket details.
On the Work queues tab of the Care Management Application page, ensure that you provide a value in the Scheduler work queue field.
Based on the home or telephone visit, the case is routed to the primary participant to conduct the visit and close the case.
Outbound case
Pega Care Management invokes an outbound case in a visit or a case conference when the CIMEnabled dynamic system setting is configured as True.
After you submit the plan form, if the visit is scheduled in the Planning stage, then the Review Visit is passed in the VisitplanIntake flow.
If you have a Pega Customer Service implementation, an outbound case is created to schedule an outbound interaction with the patient for the scheduling visit.
Key rules for outbound case
| Rule name | Rule type | Purpose |
| SetSLAValue | Data page | Sets the SLA based on the priority selected during the visit
planning. No parameters |
| CallOutBoundConnector | Data transform | Invoked during the planning stage to call the outbound case. No parameters |
| D_CreateOutboundCase | Data page | Calls the connector for the outbound case service. No parameters |
| CreateOutboundCaseConnector | Connect-REST | Calls the service to create the outbound case. No parameters |
| D_CareTeamContactsByCategory | Data page | Retrieves the contacts based on the category, for example,
Internal team, Care
provider, or Personal
Support. Parameters are WorkObjectID, WorkObjectClass, ContactClass, and Category |
Visit mobile use case
The visit mobile application facilitates care management processes at the point of care, thereby providing the ability for the planning, conducting, and documenting mobile visits with patients on a mobile device.
The application provides you with a view of the scheduled visits for which you are a participant (My schedule view) and a view of your managed patients (My patients view). From these perspectives, you can view a mobile version of the Patient 360, view details about the visit, and launch any assessments that are associated with the scheduled visit.
| Rule name | Rule type | Purpose |
| ResolveVisitPlan | Activity | Resolves the visit case. Parameter is WorkStatus: |
| D_GetScheduledVisitForOperator | Data page | Fetches all visits that are scheduled for the logged-in user. No parameters |
| StoreImportantVisitDataForDisplay | Data transform | Stores the visit data to display in the review. No parameters |
| D_AssessmentListOfVisit | Data page | Fetches all the assessments that are associated with the visit.
Parameter is WorkID |
| GetAllScheduledVisitsForCMMembers | Report definition | Fetches scheduled visits based on the member ID. Parameter is MemberID |
| GetMemberIDsForActiveOperator | Report definition | Fetches member IDs for the logged-in users for example, active users.
Used as a sub-report for the
GetAllScheduledVisitsForCMMembers report
definition. No parameters |
| D_GetScheduledVisits | Data page | Fetches only scheduled visits based on the case status, that
is Open-Scheduled. No parameters |
| D_AssessmentListOfAllVisits | Data page | Fetches assessments list of all visits. No parameters |
| D_GetScheduledVisitsMaster | Data page | Fetches scheduled visits. No parameters |
| ConductHomeVisit | Section | Captures conducted home visit details. No parameters |
| ScheduledVisitInfoMobile | Section | Displays scheduled visits such as appointment start time, status,
assessment list CSV, preferred language if available and whether a
translator is needed for the member. No parameters |
| D_GetScheduledVisitsPatient360 | Data page | Fetches scheduled visits based on the member. Parameter is MemberID |
| VisitSectionMobile | Section | Displays visit details such as appointment start time, status,
assessment list CSV, preferred language if available and whether a
translator is needed. No parameters |
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