Customizing reports
In addition to the library of Pega Platform reports, your application provides several pre-configured reports that are customized for the various work objects, cases, and business processes used in the application. These reports provide you with real-time insights into case inventories and aging so that you can respond with the agility that is needed to comply with your internal and external service level agreements as well as compliance mandates.
To create other reports, see Report categories.
Pega Care Management reports
Based on your login and portal, your application provides numerous pre-configured reports to monitor case and work inventory as well as monitor workforce productivity and quality. These standard reports are driven by the case and work object life-cycle infrastructure as well as the work and assignment-level service level rules for goals and deadlines used in managing the life cycle of a case.
The Pega Care Management application includes three categories of reports. You can view these reports in the My Reports tab in the CM Care Manager or UM Service Manager portals and get the details of a specific report by clicking the links for the line items.
For information about additional reports available in all Pega applications, see Report categories.
Report categories include:
- Care Management reports
- Utilization Management (UM) reports
- Incident reports
Pega Care Management reports
| Report name | Rule name | Description |
| Programs by case type | ACTIVEPROGRAMSBYCLINICALTYPE | Active programs that are categorized by clinical type |
| Patient goals | PATIENTGOALS | Patient goals and status |
| Patient alerts | PATIENTALERTS | Active alerts that are categorized by patient |
| Count care plan instances grouped by care plan category, status | CAREPLANSBYPROGRAMBYSTATUS ALL | Patients that are enrolled in care plans and categorized by care plan, category, and status |
| Care plans by date | CAREPLANSBYDATE | Care plans that are categorized by date |
| Active care plans by program | ACTIVEPATIENTSBYPROGRAM | Active care plans that are categorized by program |
| Active members by program | ACTIVEMEMBERSBYPROGRAM | Active members that are categorized by program |
| Active cases by owner | ACTIVEADMCASESBYOWNERREPORT | Active care management cases that are categorized by owner |
| Active case by case type | ACTIVECMCASESBYCASETYPE | Active care management cases that are categorized by case type |
| Active admissions by case type | ACTIVEADMISSIONSBYCASETYPE | Active admissions that are categorized by case type |
UM reports
| Report name | Rule name | Report description |
| Auth requests by status – Current year | AUTHREQBYSTATUS | Admission requests and status for the current year |
| Pending authorization requests by request type & pend status | PENDINGAUTHREQBYREQUESTTYPEPENDSTATUS | Pending authorization requests that are categorized by the request type and the pend status |
| Open discharge reviews | OPENDISCHARGEREVIEWS | List of open discharge reviews |
| Open concurrent reviews | OPENCONCURRENTREVIEWS | List of open concurrent reviews |
| Discharge census on daily basis | DISCHARGECENSUSFORUM | List of discharged patients on a daily basis |
| Denied auth by auth type and reject reason code – Current year | DENIEDAUTHREQ_CURRENTYEAR | Denied authorizations that are categorized by the authorization type and the reject reason for the year |
| Denied admissions by reject reason code – Current year | DENIEDAUTHREQAR_CURRENTYEAR | Denied admissions that are categorized by the reject reason for the current year |
| Authorization Requests by Request Type & Status – Current Year | AUTHREQBYREQUESTTYPESTATUS_CURRENTYEAR | Authorization requests that are categorized by the request type and the status for the current year |
| Authorization Requests by Request Type & Status – Current Month | AUTHREQBYREQUESTTYPESTATUS_CURRENTMONTH | Authorization requests that are categorized by the request type and the status for the current month |
| Authorization Requests by Request Type - Current Year | AUTHREQBYREQUESTTYPE_CURRENTYEAR | Authorization requests that are categorized by the request type for the current year |
| Authorization Requests by Request Type - Current Month | AUTHORIZATIONREQBYREQUESTTYPE_CURRENTMONTH | Authorization requests that are categorized by the request type for the current month |
| Approved Admissions – No Notification | APPROVEDADMISSIONS | Approved admissions |
| Admission census on a daily basis | ADMISSIONCENSUSONDAILYBASIS | Reported admissions and discharges for today |
| Admission census | ADMISSIONCENSUS | Reported admissions that are being followed by the organization |
| Admission auth requests by status - Current year | ADMISSIONAUTHREQBYSTATUS_CURRENTYEAR | Admission requests and status for the current year |
Incident report
| Report name | Report rule | Report description |
| Incident report by date | GETREPORTSBYDATE | Incidents that are categorized by date, including the patient name and the details of the incident |
Reducing the amount of data displayed in your Dashboard reports
To improve your application performance, reduce the amount of data that is displayed in the My assessments and Resolved cases within SLA reports on your dashboard.
You do this by specifying a number of offset days. For example, you might specify 6 offset days to represent the last 6 days of data to display in these reports.- In the header of Dev Studio, click.
- Click the Other Settings tab.
- In the Offset days for care manager dashboard reports field, specify the number of days of data to display in your reports.
- Click Save and Close.
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