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Configuration and details for the History tab

Updated on January 4, 2022

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.

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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

Design Patterns: For more information, see Configuring elements on the patient timeline in Care Management.

Configuring access to the patient timeline

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.
  5. Repeat step 4 for each access role that you are adding.
  6. Click Save as and save the rule to your ruleset.

Extending the patient 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.

Rules for timeline display

Rule nameRule typePurpose
D_TimelineFiltersData pageThe source for the timeline filters for a timeline review.

Parameter is TargetContactID

EnableServiceWhenConditionalizes the display of the Service filter in a timeline.

No parameters

EnableSalesWhenConditionalizes the display of the Sales filter in a timeline
EnableMarketingWhenConditionalizes the display of the Marketing filter in a timeline.

No parameters

CustomerTimelineFilterCategoriesExtSectionAn extension point to add other events to the patient timeline.

No parameters

EnableCareWhenConditionalizes the display of the Care filter in a timeline.

No parameters

CareEventMappingWhenMaps and builds the EventSource page, which is the source for the timeline event selection.

No parameters

CareEventMappingExtWhenAn extension point to map data from the cases to additional sources.

No parameters

DateRangeProperty - Prompt ListDate range to display on the timeline.

No parameters

D_FetchContactInteractionsData pageFetches the timeline events based on the filters selected.

Parameter is TargetContactID

Adding care gaps

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.

Medical history

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

Rule nameRule typePurpose
D_GetTabMedicalHistoryData pageFetches the patient's medical history.

Parameters are MemberID and .pyCustomer

GetCompleteMedicalHistoryData transformFetches medical history for a patient. This data transform is the source for the D_GetTabMedicalHistory data page.

Parameters are MemberID and .pyCustomer

D_GetNonClaimMedicalHistoryData pageFetches the patient's medical history from the Medical History tab, authorization flows, and admission flows.

Parameters are MemberID and .pyCustomer

D_GetMemberClaimsReport definitionGets the claims diagnosis information.

Parameters are MemberID and .pyCustomer

EditMemberMedicalHistorySetupData transformMaps default values when adding a new medical history record.

No parameters

ActionSaveCurrentInstanceActivityReusable rule that saves any instance to a database (saves a new medical history record).

No parameters

AuditLogClinicalDataActivityWrapper rule that adds information to the audit log.

Parameter is Event: Member History Update

Family 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

Rule nameRule typePurpose
FamilyMedicalHistoryByMemberIDReport definitionFetches the patient's family history.

Parameters are MemberID and pyWorkPage.pyCustomer

PreFamilyMedicalHistoryActivityA pre-activity rule that you can customize when adding new family medical history.

No parameters

ActionSaveCurrentInstanceActivitySaves any instance to the database (saves the new family medical history records).

No parameters

FamilyMedicalHistoryByMemberIDReport definitionFetches the patient's family history.

Parameters are MemberID and pyWorkPage.pyCustomer

PreFamilyMedicalHistoryActivityA pre-activity rule that you can customize when adding new family medical history.

No parameters

ActionSaveCurrentInstanceActivitySaves an instance to the database (saves new family medical history records).

No parameters

AuditLogClinicalDataActivityWrapper rule that adds information to the audit log.

Parameter is Event: Family History Update

AuditLogClinicalDataActivityWrapper rule that adds information to the audit log.

Parameter is Event: Family History Update

Completed assessments

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

Rule nameRule typePurpose
ListAllCompletedAssessmentsReport definitionFetches the patient's completed assessments, for example, tasks.

Parameters are CustomerID and .pyCustomer

SetDefaultQuestionnaireData transformSets the default questionnaire from the completed assessments list of the patient if there is no questionnaire selected for comparison from the drop-down list.

No parameters

D_FetchTasksByCategoryData pageFetches tasks based on the category.

Parameters are Category: Param.Category, Type: Param.Type, and GeneralCategory: Param.GeneralCategory

Attachments

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

Rule nameRule typePurpose
D_GetAllAttachmentsForMemberData page Retrieves the file name and the operator details of the user who loaded the attachment.

Parameters are MemberId: .pyCustomer,FromDate:

.SearchFromDate,ToDate:

and .SearchToDate

GetAllAttachmentsForMemberActivity Retrieves the file name and the operator details of the user who loaded the attachment.

No parameters

DeleteAttachmentActivityDeletes the current attachment based on the attachment key.

No parameters

HaveAttachmentDeletePrivilegesWhenChecks if the user has the privilege or permission to delete or change an attachment.

No parameters

  • Previous topic Configuration and details for the Clinical tab
  • Next topic Configuration and details for the Administrative tab

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