Skip to main content

         This documentation site is for previous versions. Visit our new documentation site for current releases.      


Updated on January 10, 2022

Visits are meetings between care managers and patients. With Pega Care Management, you can plan, schedule, and conduct visits. Visits can be telephonic or conducted in the home. You can plan and schedule visits with multiple attendees who can participate in the events or visits. As a result, you can capture the necessary details that are required for care management integration with the appropriate customer databases.

Pega Care Management Implementation Guide Pega Care Management Implementation Guide Pega Care Management Implementation Guide Pega Care Management Implementation Guide Pega Care Management Implementation Guide Pega Care Management Implementation Guide

You can schedule a visit by clicking ActionsScheduleVisit on the member's Patient 360.

VisitDefault is the work party rule for the Visit case type. By using this rule, you can configure valid and interested parties.

For more information, see Visit planning and scheduling in the Pega Care Management Business Use Case Guide on the Pega Documentation home page.

The following list describes items that are related to the Visit Microjourney:

  • Data model
  • Rules for plan visit
  • Schedule and conduct
  • Outbound case
  • Visit mobile use case

Data model

In App Studio, you can view the data model for Visit in Case Types.

Click the Data model tab on the Visit page.

Rules for a planned visit

To plan a visit, you need to capture details such as type of visit, participants' details, topics for discussion, meeting time or priority, and whether notes will be captured. There should be at least one Internal team member as a primary participant and at least one assessment in topics.

For information about adding care team members, see Adding members to the care team list.

Key rules for plan visit

Rule nameRule typePurpose
ParticipantTypesProperty - Datapage sourceRefers to a node-level data page that retrieves the participants' information based on case type.

No parameters

D_GetParticipantTypesKeyed access Data pageFetches participants for visit or case conference with key as CaseType:.CaseType.

No parameters

D_ContactsByCategoryData pageLoads all the contacts by category.

Parameters are WorkObjectID, ContactClass, and isActive

D_GetProviderListData pageFetches practitioners (requesting or service provider) based on the search criteria.

No parameters

D_GetAvailableUsersData pageFetches all operators in the system, who have the access roles defined on the Care Management Application configuration page, that can be added as an internal team contact.

No parameters

Key rules for retrieving topics

Rule nameRule typePurpose
TopicTypesProperty - Data page sourceRefers to a node-level data page to retrieve the topics types based on case type, for example, visit or case conference.

No parameters

D_GetTopicTypesKeyed access Data pageFetches topics for visits or case conferences.

No parameters

AddOtherToTopicsData pageAn extension point to add Other to the available list of topics. Use this option for any other topic types that are not available in the list.

No parameters

D_fetchHomeorOtherAsessmentsData pageFetches the assessments for the Home category or Other.

Parameters are fieldName, and className

D_ActiveGoalsData pageFetches all the active goals for the respective member if the topic type is goal.

Parameter is MemberID

D_MemberActiveIncidentsData pageFetches all the active incidents for the respective member if the topic type is incident.

Parameter is MemberID

D_MemberActiveProblemsData pageFetches all the active problems for the respective member if the topic type is problem.

Parameter is MemberID

Rules in the visit planning stage

Rule nameRule tyupePurpose
D_GetMeetingTypeData pageFetches the supported meeting types for case conference or visit.

Parameters are fieldName and className

PriorityProperty - Prompt listSource for the Priority drop-down list
D_CareTeamContactsByCategoryData pageRetrieves contacts based on the category, for example, Internal team, Care provider, or Personal Support.

Parameters are WorkObjectID, WorkObjectClass, ContactClass, and Category

AddOrClearPatientToVisitData transformAdds the member to the participants list. The member is the default participant for the visit case.

No parameters

GetCaseLabelDecision tableSets the class label based on the case class.

No parameters

SetparticipantinfoActivityParticipants' information is added to the participants list for the visit or conference. When the meeting is scheduled, the meeting request message or email is sent to the participants.

No parameters

Schedule and conduct

The Visit case is routed to scheduler workbasket for scheduling the visit with the member and other participants per the details that you entered in the planning stage. The SLA of the assignment is determined based on the priority that is specified in the planning stage. You can configure the work basket details.

On the Work queues tab of the Care Management Application page, ensure that you provide a value in the Scheduler work queue field.

Based on the home or telephone visit, the case is routed to the primary participant to conduct the visit and close the case.

Outbound case

Pega Care Management invokes an outbound case in a visit or a case conference when the CIMEnabled dynamic system setting is configured as True.

After you submit the plan form, if the visit is scheduled in the Planning stage, then the Review Visit is passed in the VisitplanIntake flow.

If you have a Pega Customer Service implementation, an outbound case is created to schedule an outbound interaction with the patient for the scheduling visit.

Key rules for outbound case

Rule nameRule typePurpose
SetSLAValueData page Sets the SLA based on the priority selected during the visit planning.

No parameters

CallOutBoundConnectorData transformInvoked during the planning stage to call the outbound case.

No parameters

D_CreateOutboundCaseData page Calls the connector for the outbound case service.

No parameters

CreateOutboundCaseConnectorConnect-RESTCalls the service to create the outbound case.

No parameters

D_CareTeamContactsByCategoryData page Retrieves the contacts based on the category, for example, Internal team, Care provider, or Personal Support.

Parameters are WorkObjectID, WorkObjectClass, ContactClass, and Category

Visit mobile use case

The visit mobile application facilitates care management processes at the point of care, thereby providing the ability for the planning, conducting, and documenting mobile visits with patients on a mobile device.

The application provides you with a view of the scheduled visits for which you are a participant (My schedule view) and a view of your managed patients (My patients view). From these perspectives, you can view a mobile version of the Patient 360, view details about the visit, and launch any assessments that are associated with the scheduled visit.

Rule nameRule typePurpose
ResolveVisitPlanActivityResolves the visit case.

Parameter is WorkStatus:

D_GetScheduledVisitForOperatorData pageFetches all visits that are scheduled for the logged-in user.

No parameters

StoreImportantVisitDataForDisplayData transformStores the visit data to display in the review.

No parameters

D_AssessmentListOfVisitData pageFetches all the assessments that are associated with the visit.

Parameter is WorkID

GetAllScheduledVisitsForCMMembersReport definitionFetches scheduled visits based on the member ID.

Parameter is MemberID

GetMemberIDsForActiveOperatorReport definitionFetches member IDs for the logged-in users for example, active users. Used as a sub-report for the GetAllScheduledVisitsForCMMembers report definition.

No parameters

D_GetScheduledVisitsData pageFetches only scheduled visits based on the case status, that is Open-Scheduled.

No parameters

D_AssessmentListOfAllVisitsData pageFetches assessments list of all visits.

No parameters

D_GetScheduledVisitsMasterData pageFetches scheduled visits.

No parameters

ConductHomeVisitSectionCaptures conducted home visit details.

No parameters

ScheduledVisitInfoMobileSectionDisplays scheduled visits such as appointment start time, status, assessment list CSV, preferred language if available and whether a translator is needed for the member.

No parameters

D_GetScheduledVisitsPatient360Data pageFetches scheduled visits based on the member.

Parameter is MemberID

VisitSectionMobileSectionDisplays visit details such as appointment start time, status, assessment list CSV, preferred language if available and whether a translator is needed.

No parameters

Have a question? Get answers now.

Visit the Support Center to ask questions, engage in discussions, share ideas, and help others.

Did you find this content helpful?

Want to help us improve this content?

We'd prefer it if you saw us at our best. is not optimized for Internet Explorer. For the optimal experience, please use:

Close Deprecation Notice
Contact us