Visit
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. You can schedule a visit by clicking 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: In App Studio, you can view the data model for Visit in Case
Types. Click the Data model tab on the Visit
page. 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. No parameters No parameters Parameters are WorkObjectID,
ContactClass, and isActive No parameters No
parameters No
parameters No
parameters No parameters Parameters are fieldName, and
className Parameter is MemberID Parameter is
MemberID Parameter is
MemberID
Parameters are fieldName and className Parameters are WorkObjectID,
WorkObjectClass, ContactClass, and Category No parameters No
parameters No
parameters 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. 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. No parameters No
parameters No
parameters No
parameters Parameters are WorkObjectID, WorkObjectClass,
ContactClass, and Category 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. Parameter is WorkStatus: No
parameters No
parameters Parameter is WorkID Parameter is
MemberID No parameters No parameters No parameters No parameters No parameters No parameters Parameter is
MemberID No parameters Data model
Rules for a planned visit
Key rules for plan visit
Rule name Rule type Purpose ParticipantTypes Property - Datapage
source Refers to a node-level data page that retrieves the participants'
information based on case type. D_GetParticipantTypes Keyed access Data page Fetches participants for visit or case conference with key as
CaseType:.CaseType. D_ContactsByCategory Data page Loads all the contacts by category. D_GetProviderList Data page Fetches practitioners (requesting or service provider) based on the
search criteria. D_GetAvailableUsers Data page Fetches 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. Key rules for retrieving topics
Rule name Rule type Purpose TopicTypes Property - Data page source Refers to a node-level data page to retrieve the topics types based
on case type, for example, visit or case conference. D_GetTopicTypes Keyed access Data page Fetches topics for visits or case conferences. AddOtherToTopics Data page An 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. D_fetchHomeorOtherAsessments Data page Fetches the assessments for the Home category
or Other. D_ActiveGoals Data page Fetches all the active goals for the respective member if the topic
type is goal. D_MemberActiveIncidents Data page Fetches all the active incidents for the respective member if the
topic type is incident. D_MemberActiveProblems Data page Fetches all the active problems for the respective member if the
topic type is problem. Rules in the visit planning stage
Rule name Rule tyupe Purpose D_GetMeetingType Data page Fetches the supported meeting types for case conference or visit. Priority Property - Prompt list Source for the Priority drop-down list D_CareTeamContactsByCategory Data page Retrieves contacts based on the category, for example,
Internal team, Care
provider, or Personal
Support. AddOrClearPatientToVisit Data transform Adds the member to the participants list. The member is the default
participant for the visit case. GetCaseLabel Decision table Sets the class label based on the case class. Setparticipantinfo Activity Participants' 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. Schedule and conduct
Outbound case
Key rules for outbound case
Rule name Rule type Purpose SetSLAValue Data page Sets the SLA based on the priority selected during the visit
planning. CallOutBoundConnector Data transform Invoked during the planning stage to call the outbound case. D_CreateOutboundCase Data page Calls the connector for the outbound case service. CreateOutboundCaseConnector Connect-REST Calls the service to create the outbound case. D_CareTeamContactsByCategory Data page Retrieves the contacts based on the category, for example,
Internal team, Care
provider, or Personal
Support. Visit mobile use case
Rule name Rule type Purpose ResolveVisitPlan Activity Resolves the visit case. D_GetScheduledVisitForOperator Data page Fetches all visits that are scheduled for the logged-in user. StoreImportantVisitDataForDisplay Data transform Stores the visit data to display in the review. D_AssessmentListOfVisit Data page Fetches all the assessments that are associated with the visit.
GetAllScheduledVisitsForCMMembers Report definition Fetches scheduled visits based on the member ID. GetMemberIDsForActiveOperator Report definition Fetches member IDs for the logged-in users for example, active users.
Used as a sub-report for the
GetAllScheduledVisitsForCMMembers report
definition. D_GetScheduledVisits Data page Fetches only scheduled visits based on the case status, that
is Open-Scheduled. D_AssessmentListOfAllVisits Data page Fetches assessments list of all visits. D_GetScheduledVisitsMaster Data page Fetches scheduled visits. ConductHomeVisit Section Captures conducted home visit details. ScheduledVisitInfoMobile Section Displays scheduled visits such as appointment start time, status,
assessment list CSV, preferred language if available and whether a
translator is needed for the member. D_GetScheduledVisitsPatient360 Data page Fetches scheduled visits based on the member. VisitSectionMobile Section Displays visit details such as appointment start time, status,
assessment list CSV, preferred language if available and whether a
translator is needed.
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