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Creating alert templates and specifying the data source in Pega Care Management

Updated on January 26, 2022

You can configure alerts to run on a regular basis by scanning the member base. You might check for the inclusion or absence of certain information, such as a claim’s primary diagnostic code, that helps determine whether a particular care program may be relevant for the plan member. Then you create a follow-up set of activities to inform those prospects about the care plan and the tracking of their enrollment and participation.

Note: If you extend the accelerator classes for alerts, barriers, or fulfillments in your implementation layer, you need to ensure that the work objects are created for the extended classes. To do this, save the DisplayAlertHeader, DisplayBarriersHeader, and DisplayFulfillmentsHeader section rules to the implementation layer and then use dynamic class references to create the work objects. For information, see Setting dynamic class references for Business Analyst portal rules in Pega Care Management.
Note: Because look-up data pages do not support dynamic class referencing, you need to save the D_BA_Alert 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.
Pega Care Management Implementation Guide Pega Care Management Implementation Guide
Before you begin: Before you create an alert template, have the code groups available, and create tasks and goals and make them available.

Before you create the alert template in the CM Business Analyst portal, determine which SLAs that you want to associate with the alert.

    To enter the alert information and specify the data source for the template:

  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 NewAlert, and then complete the fields.
  4. Click New to create a new goal or Copy from existing alert to reuse existing information.
  5. Click New to create a new SLA or Select Existing SLA.
  6. 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 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.
  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 Continue to select the data source for the alert.
  9. Complete the fields in this step, and then click Continue to select the codes.

Selecting codes, goals, and tasks for an alert in Pega Care Management

After you enter the alert information and specify the data, select the diagnostic codes and configure goals and tasks for an alert.

  1. In the Select codes step, complete the fields for the Code group and Code list sections.
  2. Select the Restrict to primary check box to indicate that the primary diagnosis is key for code selection.
  3. Click Continue to add goals to the alert template.
  4. Based on your category selection, select an option from the Goal list.
  5. Add the goal and repeat the steps for each goal that you add.
  6. Click Continue to add tasks to the alert.
  7. Based on the category selection, select an option from the Task list.
  8. Add the task and repeat the steps for each task that you want to add.
  9. Click Continue to review the alert information.
  10. After you review the information, click Finish.
  • Previous topic Extending the schedule assessment or schedule call tasks by using a custom flow
  • Next topic Creating problem templates in Pega Care Management

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