You can create a task to automatically send an email to the case owner.

1. Log in to the application by entering the user name for the Business Analyst operator and the password that you specified. 
2. Click Launch portalCM Business Analyst.
3. In the navigation panel, click NewTask, and then enter the name of the task.
4. In the Category list, select Notify case owner.
5. Click New to create a new task or Copy from existing task to reuse existing information, and then complete the remaining fields.
6. Select the Auto resolve check box to indicate that no manual intervention is required.
7. 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.
8. Click Create and then click Close.

You can specify the scheduling of an MCG assessment when you create a task. This task type provides easy access to industry-leading, evidence-based best practices and assessments so that you can support clinical decision-making.

1. Log in to the application by entering the user name for the Business Analyst operator and the password that you specified. 
2. Click Launch portalCM Business Analyst.
3. In the navigation panel, click NewTask, and then enter the name of the task.
4. In the Category list, select Schedule MCG Assessment.
5. Click New to create a new task or Copy from existing Task to reuse existing task information.
6. Click New to create a new SLA or Select Existing SLA to use an existing SLA.
7. To create a new SLA, perform the following steps:
   1. Enter a name in the New SLA field, and click the Add icon.
   2. In the Create a new SLA dialog box, complete the fields
      For more information about these fields, see Creating a service-level agreement rule.
      Note: If you need to configure values for passed deadline, contact your administrator.
   3. Click Submit.
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. Click Create and then click Close.

You can create a record observation task for a patient to monitor a condition. For example, if a patient experiences higher than normal blood pressure, you create a task for the patient to take blood pressure readings three times a day for a month to obtain more information related to the condition.

1. Log in to the application by entering the user name for the Business Analyst operator and the password that you specified. 
2. Click Launch portalCM Business Analyst.
3. In the navigation panel, click NewTask, and then enter the name of the task.
4. In the Category list, select RecordObservation.
5. Click New to create a new task or Copy from existing Task to reuse existing task information.
6. Click New to create a new SLA or Select Existing SLA to use an existing SLA. To create a new SLA, follow these steps:
7. To create a new SLA, perform the following steps:
   1. Enter a name in the New SLA field, and click the Add icon.
   2. In the Create a new SLA dialog box, complete the fields
      For more information about these fields, see Creating a service-level agreement rule.
      Note: If you need to configure values for passed deadline, contact your administrator.
   3. Click Submit.
8. Select the Execute once check box to indicate that you want the task performed once.

   When the case manager adds the task to the care plan, and the value entered in the End after field exceeds the default value, an agent handles the recurrence process.

   For example: If the default value set by the administrator is 10 recurrences and the care manager schedules 100 recurrences, an agent handles the processing due to performance reasons. The care manager needs to close the case for approximately two minutes so that the agent can create the recurring tasks.
9. If you clear this check box because you want the task to occur multiple times, complete the recurrence information:
   1. Enter a value in the Every field and click the appropriate button.
   2. Enter values in the Frequency and End after fields.
10. 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.
11. Click Create and then click Close.

A care manager schedules a phone call to a patient to perform an assessment and associates a questionnaire with this task.

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 NewTask, and then enter the name of the task.
4. In the Category list, select ScheduleAssessment.
5. Click New to create a new task or Copy from existing Task to reuse existing task information.
6. Click New to create a new SLA or Select Existing SLA to use an existing SLA. To create a new SLA, follow these steps:
7. To create a new SLA, perform the following steps:
   1. Enter a name in the New SLA field, and click the Add icon.
   2. In the Create a new SLA dialog box, complete the fields
      For more information about these fields, see Creating a service-level agreement rule.
      Note: If you need to configure values for passed deadline, contact your administrator.
   3. Click Submit.
8. Optional: If you created a custom flow, in the Select custom flow list, click the flow.
9. In the Recurring task creation mode section, click one of the options to create and schedule all instances now or create the next instance when the previous one is complete.
10. Select the Execute once check box to indicate that the task is performed only once.

    If you clear this check box, enter a value in the Every field and click the appropriate button. Then, enter a value in the End after field.

    When the case manager adds the task to the care plan, and the value entered in the End after field exceeds the default value, an agent handles the recurrence process

    For example: If the default value set by the administrator is 10 recurrences and the care manager schedules 100, an agent handles the processing due to performance reasons. The care manager needs to close the case for approximately two minutes so that the agent can create the recurring tasks.
11. 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.
12. Click Create and then click Close.

A care manager creates a task to schedule a phone call to a patient or the patient's primary care physician.

1. Log in to the application by entering the user name for the Business Analyst operator and the password that you specified. 
2. Click Launch portalCM Business Analyst.
3. In the navigation panel, click NewTask, and then enter the name of the task.
4. In the Category list, select ScheduleCall.
5. Click New to create a new task or Copy from existing Task to reuse existing information.
6. Click New to create a new SLA or Select Existing SLA to use an existing SLA. To create a new SLA, follow these steps:
7. To create a new SLA, perform the following steps:
   1. Enter a name in the New SLA field, and click the Add icon.
   2. In the Create a new SLA dialog box, complete the fields
      For more information about these fields, see Creating a service-level agreement rule.
      Note: If you need to configure values for passed deadline, contact your administrator.
   3. Click Submit.
8. Optional: If you created a custom flow, in the Select custom flow list, click the flow.
9. In the Recurring task creation mode section, click one of the options to create and schedule all instances now or create the next instance when the previous one is complete.
10. Select the Execute once check box to indicate that the task is performed only once. 
11. If you clear this check box because you want the task to occur multiple times, complete the recurrence information:
    1. Enter a value in the Every field and click the appropriate button.
    2. Enter values in the Frequency and End after fields.

    When the case manager adds the task to the care plan, and the value entered in the End after field exceeds the default value, an agent handles the recurrence process.

    For example: If the default value set by the administrator is 10 recurrences and the care manager schedules 100, an agent handles the processing due to performance reasons. The care manager needs to close the case for approximately two minutes so that the agent can create the recurring tasks.
12. 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.
13. Click Create and then click Close.

You can generate a pre-configured email to a patient or a patient's primary care physician.

1. Log in to the application by entering the user name for the Business Analyst operator and the password that you specified. 
2. Click Launch portalCM Business Analyst.
3. In the navigation panel, click NewTask, and then enter the name of the task.
4. In the Category list, select SendEmail.
5. Click New to create a new task or Copy from existing Task to reuse existing information.
6. Click New to create a new SLA or Select Existing SLA.
7. To create a new SLA, perform the following steps:
   1. Enter a name in the New SLA field, and click the Add icon.
   2. In the Create a new SLA dialog box, complete the fields
      For more information about these fields, see Creating a service-level agreement rule.
      Note: If you need to configure values for passed deadline, contact your administrator.
   3. Click Submit.
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. Click Create and then click Close.

Create this task template so that the application automatically sends materials, such as brochures or educational materials, to a patient or a patient's primary care physician.

1. Log in to the application by entering the user name for the Business Analyst operator and the password that you specified. 
2. Click Launch portalCM Business Analyst.
3. In the navigation panel, click NewTask, and then enter the name of the task.
4. In the Category list, select SendFulfillment.
5. Click New to create a new task or Copy from existing Task to reuse existing information.
6. In the Recipient list, select the individual who receives the materials. For example: For example, if the patient requests the materials, select Patient.
7. Click Knowledge articles.
   It is recommended that you select knowledge articles. The distribution method is email.
8. In the lists that appear, select the program category, the program, and the article.
9. Select the Auto resolve check box to indicate that no manual intervention is required. Based on the scheduled date time, the task resolves itself.
10. 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.
11. Click Create and then click Close.

Create this task template so that the application automatically generates a pre-configured letter to either a patient or a patient's primary care physician.

1. Log in to the application by entering the user name for the Business Analyst operator and the password that you specified. 
2. Click Launch portalCM Business Analyst.
3. In the navigation panel, click NewTask, and then enter the name of the task.
4. In the Category list, select SendLetter.
5. Click New to create a new task or Copy from existing Task to reuse existing information.
6. Click New to create a new SLA or Select Existing SLA.
7. To create a new SLA, perform the following steps:
   1. Enter a name in the New SLA field, and click the Add icon.
   2. In the Create a new SLA dialog box, complete the fields
      For more information about these fields, see Creating a service-level agreement rule.
      Note: If you need to configure values for passed deadline, contact your administrator.
   3. Click Submit.
8. Select the Auto resolve check box to indicate that no manual intervention is required.
9. 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.
10. Click Create and then click Close.