Personas, access groups, and access roles
Pega Care Management's enhancement of the Interaction portal further aligns Pega Care
Management with the CRM work paradigm. This allows for access to features such as
Interactive Voice Response with Intelligent Virtual Assistant (IVR-IVA), Chat, and outbound
calling. The emphasis on personas, access groups, and access roles means that only cases,
dashboards, and the navigation pane features are visible based on the specific persona. Details including access groups, access roles, and privileges are provided for Pega Care Management out-of-the-box personas. The following table shows the out-of-the-box personas, including the access groups for
the core application, the access roles, and the operators. In Pega Care Management, features are displayed in the navigation pane
based on the persona. The following table shows the parts of the navigation pane that personas with the
specified role can access: In Pega Care Management, for each persona, there is a pre-configured
out-of-the box dashboard. The persona can view the data associated with a dashboard report
and take action.
Provider_CareManager Provider_Nurse Provider_Pharmacist Provider_SocialWorkers Provider_ClinicalAdministrator Provider_MedicalDirector
Provider_CareNavigator Payer_UMCoordinator Provider_CustomerSupportUser Provider_CustomerSupportManagerPersona details for payers, providers, and non-clinical personnel
Persona Access group (Core) Access role Privilege Configurator CareManagement _8: Configurators CareManagement_8: Configurators CareManagement_8: Configurators Payer_Care Manager CareManagement _8: Payer_CareManagers CareManagement_8: Payer_CareManager CareManagement_8: CareManagers, PatientServicesUser Provider_Care Manager CareManagement _8: Provider_CareManagers CareManagement_8: Provider_CareManager CareManagement_8: CareManagers Provider_Nurse CareManagement _8: Provider_Nurses CareManagement_8: Provider_Nurse CareManagement_8: Provider_Nurse Provider_Pharmacist CareManagement_8: Provider_Pharmacists CareManagement_8: Provider_Pharmacist CareManagement_8: Provider_Pharmacist Provider_Social Worker CareManagement _8: Provider_SocialWorkers CareManagement_8: Provider_SocialWorker CareManagement_8: Provider_SocialWorker Payer_MedicalDirector CareManagement _8: Payer_MedicalDirectors CareManagement_8: Payer_MedicalDirector CareManagement_8: MedicalDirector, PatientServicesUser Payer_Care Coordinator CareManagement _8: Payer_CareCoordinators CareManagement_8: Payer_CareCoordinator CareManagement_8: CareCoordinators, PatientServicesUser Provider_Care Navigator CareManagement_8: Provider_CareNavigators CareManagement_8: Provider_CareNavigator CareManagement_8: Provider_CareNavigator Administrators CareManagement_8: Administrators CareManagement_8: Administrator CareManagement_8: Administrators Payer_UM Coordinator CareManagement_8: Payer_UMCoordinators CareManagement_8: Payer_UMCoordinator CareManagement_8: Payer_UMCoordinator,
PatientServicesUser Payer_UM Manager CareManagement_8: Payer_UMManagers CareManagement_8: Payer_UMManager CareManagement_8: Payer_UMManager, PatientServicesUser Payer_Customer SupportUser CareManagement_8: Payer_CustomerSupport Users CareManagement_8: Payer_CustomerSupport User CareManagement_8: CustomerSupportUser,
PatientServicesUser Provider_Customer SupportUser CareManagement_8: Provider_Customer SupportUser CareManagement_8: Provider_Customer Support User CareManagement_8: CustomerSupportUser Payer_Customer SupportManager CareManagement_8: Payer_CustomerSupport Managers CareManagement_8: Payer_CustomerSupport Manager CareManagement_8: CustomerSupportManager, PatientServicesUser Provider_Customer SupportManager CareManagement_8: Provider_Customer Support Managers CareManagement_8: Provider_Customer SupportManager CareManagement_8: CustomerSupport Manager Provider_Clinical Administrator CareManagement_8: Provider_Clinical Administrators CareManagement_8: Provider_Clinical Administrators CareManagement_8: Provider_Clinical Administrators Provider_Medical Director CareManagement_8: Provider_Medical Directors CareManagement_8: Provider_Medical Director CareManagement_8: MedicalDirector Payer_Care Triage CareManagement_8: Payer_CareTriage CareManagement_8: Payer_CareTriage Managed CareManagement_8: Payer_CareTriage Persona access to the navigation pane
Access to the navigation pane
Access role My work Dashboard Manager tools Pulse Tags Spaces My reports Application tools MDM Agendas Tools Care Triage X X X X CM Care Manager (payer) X X X X CM, IN X X Medical Director X X X X All X Care Coordinator X X X X CM, IN X UM Coordinator X X X X UM, IN UM Manager X X X X UM, IN X X Customer Support User X X X X All X X Customer Support Manager X X X X X All X X X Care Manager (provider) X X X X CM, IN X Nurse Pharmacist X X X X CM, IN X Social Worker X X X X CM, IN X Clinical administrative support X X X X CM, IN X X Medical director (provider) X X X X All X Care Navigator X X X X CM, IN X Customer Support User (provider) X X X X All X X Customer Support Manager (provider) X X X X X All X X X Persona access to dashboards
Personna Dashboard Payer_CareTriage Payer_CareManager Payer_MedicalDirector Payer_CareCoordinator Payer_UMManager Payer_CustomerSupportUser Payer_CustomerSupportManager
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