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Creating care plan templates in Pega Care Management

Updated on May 12, 2021

When managing a care program, you configure workflow activities to invite patients to participate in and maintain ongoing multi-channel engagements, including specific goals and tasks. The care plan template defines the pre-configured combination of tasks, goals, alerts, and intervention logic that you use to manage a care program.

Before you begin: Create an intervention logic template.
Note: Because look-up data pages do not support dynamic class referencing, you need to save the D_BA_CarePlan 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.

You can create multiple care plan templates for a given program, such as Low Risk Diabetes or High Risk Diabetes.

  1. Log in to the application by entering the user name for the Business Analyst operator and the password that you specified. 
  2. In the header of Dev Studio, click Launch portalCM Business Analyst.
  3. In the navigation panel, click New Care plan, and then enter a name for the care plan.
  4. Select options for the duration of the care plan, the program category, and the name of the program.
  5. Click New to create a new care plan or Copy from existing care plan.
  6. In the Initial assessments section, click the Add assessment link and add one or more assessments.
  7. Check the Default care plan check box to automatically assign a default care plan template.
    If you do not select the Default care plan check box, the Risk level list becomes available and you can select the appropriate care plan template.
  8. To make this template available for use, select the Active check box.
    This means that a care manager can find the template when searching or a business analyst can use it when attaching tasks to an intervention in the Business Analyst portal.
  9. Complete the remaining fields in this step, and then click Continue to advance to the Add alerts step.
    If you encounter an error, you need to either select a default care plan or select another program.
  10. Complete the fields for the remaining steps of the wizard to add goals, tasks, and interventions. Click Continue at the end of each step.
  11. After you review the information, click Finish.
  • Previous topic Creating problem templates in Pega Care Management
  • Next topic Setting dynamic class references for Business Analyst portal rules in Pega Care Management

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