The History tab displays the history of events that are related to the patient. You can update it with data from admissions, discharges, and transfers (ADT) feeds, EMR data, and assessment and self-reported information.

The following topics include details that are related to the History tab:

• Configuring access to the patient timeline
• Patient timeline
• Adding care gaps
• Medical history
• Family history
• Completed assessments
• Attachments

Users such as care managers need to be able to access the patient timeline. To access the patient timeline, you need to update the EnableCare when rule with the appropriate access roles. Include the access roles for those individuals who need to use the timeline.

1. In the header of Dev Studio, enter and search for EnableCare.
2. Click the rule that displays as When in the Type column.
3. On the When: Checks visibility for care page, click Add condition.
4. Complete the fields to include an appropriate access role.
   For more information, see Configuring the advanced options of a when rule.
5. Repeat step 4 for each access role that you are adding.
6. Click Save as and save the rule to your ruleset.

The patient timeline displays patient-related events in a chronological order. You can filter the options to select the care case types that you want displayed, for example, Admission, Program referral, Visit, Authorization, Task, and Case conference. When deployed with Pega Customer Service for Healthcare application, the timeline view provides additional filters such as Service, Sales, and Engagement. 

You can configure the type of cases to be displayed in the Patient event tab of the Care Management application configuration page. For more information, see Configuring access to the patient timeline.

Rules for timeline display

Active and inactive care gaps are displayed in the History tab of a Patient 360 so that you can manage the care gaps that are specific to a patient. Although most of the care gap information comes claims, care managers can add care gaps. You can only edit the care gaps that you create.

1. Click the History tab on the Patient 360.
2. In the Care gap section, click Add care gap.
3. In the Add care gap dialog box, complete the fields.
4. Click Done.

The Medical history section displays ongoing and past conditions that are associated with the patient. Any conditions that are identified from authorizations, admissions, or claims are recorded in the Medical history section. These condition cannot be modified by the care manager.

Key rules to add, edit, or view a patient’s medical history

The Family history section displays the diagnoses and conditions that are associated with any member of the patient's family such as the father or mother. Any conditions that are identified from authorizations, admissions, or claims are recorded in the Medical history section. The conditions cannot be modified by the care manager.

The PegaHC-Data-MedicalHistory data class contains these rules.

Rules to add, edit, and view patient medical history

This section displays all the assessments that are completed for a patient. You can view information such as the person who completed the assessment and the date on which the assessment was done. You can also view the responses that were provided during the assessment by accessing the link provided.

Rules to display completed assignments

This section displays the details of the attachments that are associated with all of the cases. For example, you can see who uploaded the attachment. You can only delete attachments.

Rules to display or delete attachments