Configuration and details for the History tab
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: 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. 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. Parameter is TargetContactID No parameters No parameters No
parameters No parameters No
parameters No parameters No parameters Parameter is TargetContactID 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. 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. Parameters are MemberID and
.pyCustomer Parameters are MemberID and .pyCustomer Parameters are MemberID and .pyCustomer Parameters are MemberID and
.pyCustomer No
parameters No parameters Parameter is
Event: Member History Update 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. Parameters are MemberID and
pyWorkPage.pyCustomer No parameters No parameters Parameters are MemberID and
pyWorkPage.pyCustomer No parameters No parameters Parameter is
Event: Family History Update Parameter is
Event: Family History Update 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. Parameters are CustomerID and .pyCustomer No parameters Parameters are Category:
Param.Category, Type: Param.Type, and GeneralCategory:
Param.GeneralCategory 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. Parameters are MemberId:
.pyCustomer,FromDate: .SearchFromDate,ToDate: and
.SearchToDate No parameters No
parameters No parametersConfiguring access to the patient timeline
Extending the patient timeline
Rules for timeline display
Rule name Rule type Purpose D_TimelineFilters Data page The source for the timeline filters for a timeline review.
EnableService When Conditionalizes the display of the Service
filter in a timeline. EnableSales When Conditionalizes the display of the Sales
filter in a timeline EnableMarketing When Conditionalizes the display of the Marketing
filter in a timeline. CustomerTimelineFilterCategoriesExt Section An extension point to add other events to the patient timeline. EnableCare When Conditionalizes the display of the Care filter
in a timeline. CareEventMapping When Maps and builds the EventSource page, which is
the source for the timeline event selection. CareEventMappingExt When An extension point to map data from the cases to additional sources.
DateRange Property - Prompt List Date range to display on the timeline. D_FetchContactInteractions Data page Fetches the timeline events based on the filters selected.
Adding care gaps
Medical history
Key rules to add, edit, or view a patient’s medical history
Rule name Rule type Purpose D_GetTabMedicalHistory Data page Fetches the patient's medical history. GetCompleteMedicalHistory Data transform Fetches medical history for a patient. This data transform is the
source for the D_GetTabMedicalHistory data
page. D_GetNonClaimMedicalHistory Data page Fetches the patient's medical history from the Medical
History tab, authorization flows, and admission
flows. D_GetMemberClaims Report definition Gets the claims diagnosis information. EditMemberMedicalHistorySetup Data transform Maps default values when adding a new medical history record. ActionSaveCurrentInstance Activity Reusable rule that saves any instance to a database (saves a new
medical history record). AuditLogClinicalData Activity Wrapper rule that adds information to the audit log. Family history
Rules to add, edit, and view patient medical history
Rule name Rule type Purpose FamilyMedicalHistoryByMemberID Report definition Fetches the patient's family history. PreFamilyMedicalHistory Activity A pre-activity rule that you can customize when adding new family
medical history. ActionSaveCurrentInstance Activity Saves any instance to the database (saves the new family medical
history records). FamilyMedicalHistoryByMemberID Report definition Fetches the patient's family history. PreFamilyMedicalHistory Activity A pre-activity rule that you can customize when adding new family
medical history. ActionSaveCurrentInstance Activity Saves an instance to the database (saves new family medical history
records). AuditLogClinicalData Activity Wrapper rule that adds information to the audit log. AuditLogClinicalData Activity Wrapper rule that adds information to the audit log. Completed assessments
Rules to display completed assignments
Rule name Rule type Purpose ListAllCompletedAssessments Report definition Fetches the patient's completed assessments, for example, tasks.
SetDefaultQuestionnaire Data transform Sets the default questionnaire from the completed assessments list of
the patient if there is no questionnaire selected for comparison from
the drop-down list. D_FetchTasksByCategory Data page Fetches tasks based on the category. Attachments
Rules to display or delete attachments
Rule name Rule type Purpose D_GetAllAttachmentsForMember Data page Retrieves the file name and the operator details of the user who
loaded the attachment. GetAllAttachmentsForMember Activity Retrieves the file name and the operator details of the user who
loaded the attachment. DeleteAttachment Activity Deletes the current attachment based on the attachment key. HaveAttachmentDeletePrivileges When Checks if the user has the privilege or permission to delete or
change an attachment.
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