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Updating to version 8.7 from version 8.3 and earlier

Updated on December 15, 2021

If you are updating to version 8.7 from version 8.3, you must perform the tasks described in this section.

Updating question actions to the new data model

Previously, you could associate only barriers and problems with answers at the question level within a questionnaire. Now when you run the Questions Actions Upgrade Utility, you can associate all care elements, such as tasks or goals, with answers at the question level. With the updated data model that supports the Questionnaire management feature, if you previously extended properties on these care elements, you can map them to the data model by using the MapActionDataExt data transform.

  1. In the header of Dev Studio, click ConfigureCare Management UtilitiesUpgrade Tools.
  2. On the Upgrade page, click Upgrade questions.
    Result: After the update is completed, the page displays a successful message or the list of failed rules. Failure messages help you to debug the issues. After you fix the issues, run the utility again.
  3. Optional: If you extended properties for care elements and need to map them to the updated data model, on the Upgrade page, click MapActionDataExt to access the data transform.
    For more information about completing the form, see Data transforms.

Checking your Pega Care Management access roles for the required privileges

In Pega Care Management version 8.5, security enhancements on a number of rules require new privileges.

The following is the list of new privileges in Pega Care Management version 8.5:

  • DeprecatedPCM - This privilege is required to access any of the deprecated activities.
    Note: Do not use deprecated rules.
  • DownloadMaterial - This privilege is required to download or view educational material that is uploaded from the Business Analyst portal.
    Note: The option to download or view educational material is available when adding fulfilment tasks for members.

The following out-of-the-box roles include the new privileges so that the appropriate users can access these enhanced rules:

  • CM:CareManager
  • UM:ServiceManager
  • PegaCare:CareTriage
  • CustomerSupport:PHPIntake
  • CM:CareCoordinator
  • CM:BusinessAnalyst
  • PegaCare:Administrator
  • UM:ServiceCoordinator
  • UM:MedicalDirector

Verify that the new privileges are incorporated into your security model:

  1. Review your access groups to determine whether you are using the above roles.
  2. If you do not use these roles, ensure that your operators can access the rules that are required to run your application:

Modifying the AddObservation and NewAllergyDetails section rules

With the new Application perspective setting in Pega Care Management version 8.3, based on your selection of payer or provider, the appropriate changes are made in the user interface of your application. However, if you customized the AddObservation and NewAllergyDetails section rules in your implementation layer, you need to complete these steps. Otherwise, the lists do not display the patient or member items correctly.

  1. In the header of Dev Studio, search for and select one of the following section rules:
    • AddObservation
    • NewAllergyDetails
  2. Based on the availability of the rule in the unlocked ruleset, click either Check out or Save as.
  3. On the Design tab, double-click the value in the Source field to display the Cell Properties dialog box. Based on the rule, complete the steps in the following table.
    RuleSteps
    AddObservation
    1. In the List Source section, in the Type list, click Report definition.
    2. In the Applies to field, enter and select Rule-Obj-FieldValue.
    3. In the Report definition field, enter and select GetFieldsvalues.
    4. Perform the task in step 4.
    NewAllergyDetails
    1. In the List Source section, in the Type list, click Data page.
    2. In the Data page field, enter and select D_fetchFieldValues.
    3. Perform the task in step 4.
  4. For both section rules, follow these steps:
    1. In the fieldName field, enter and select Source.
    2. In the Class name field, enter and select PegaHC-Data.
    3. In the Property for value field, enter and select .pyFieldValue from the list.
    4. In the Property for display text field, enter and select .pyFieldValue from the list.
    5. Click Submit.
  5. Repeat the steps in this procedure if you have created other section rules that list member or patient items.

Replacing Document mode with Document case conference mode

With the introduction of Pega Platform’s Spaces feature, when you update Pega Care Management, you need to change the mode for creating the case conference. If you do not complete this task, you encounter issues when you document the case conference.

Perform this task to delete the record for Document mode, create a record for Document case conference mode, and then clear the associated data page.
  1. In the navigation pane of Dev Studio, click App and then enter and search for PegaHC-Data-ConferenceMode.
  2. Click the PegaHC-Data-ConferenceMode class.
  3. On the Instances of Conference mode page, in the Modes of conference column, click Document.
  4. On the Edit mode page, click Delete.
  5. On the Instances of conference mode page, click Create.
  6. On the Create Conference mode page, do the following:
    1. Enter a short description for the new record.
      For example: Document a case conference
    2. In the Modes of conference field, enter Document case conference.
    3. In the List of options field, enter Yes.
    4. Click Create and open.
    5. Click Save.
  7. To clear the data page that was associated with document mode, follow these steps:
    1. In the header of Dev Studio, enter and search for D_GetListOfModes.
    2. In the Type column that specifies Data Page, click D_GetListOfModes.
    3. Click the Load Management tab.
    4. Click Clear data page.
    5. In the Clear data page dialog box, select the Flush All check box, and click Submit.
    6. Click Close.

Using stage-based task cases

Pega recommends that you use the stage-based task cases to take advantage of the additional options. Among them, you have a business view of the task life cycle, can manage the cases through case designer, can extend cases more easily, and have more options to define prerequisites for entering a stage.

To use the stage-based task cases, review the case type rule and resave it in the implementation layer and configure the customizations if any.
  1. In the navigation pane of Dev Studio, click App.
  2. In the search box, enter PegaHC-Care-Work-Task and press Enter.
  3. Click ProcessCase Type, and then click pyDefault.
  4. On the Case type: Task page, click Save as to save the rule to your implementation layer.

Optional: Continuing the use of the current medication data model

To continue using the current prescription data model and not update to the new medication data model, modify the dynamic system setting for the medication update.

  1. In the navigation pane of Dev Studio, click RecordsSysAdminDyanmic System Settings.
  2. In the Setting Purpose column, filter and search for EnableMedicationUpgrade.
  3. Click EnableMedicationUpgrade.
  4. In the Value field, enter false.
  5. Click Save.

Optional: Updating the medication data model

When you choose to use the Fast Healthcare Interoperability Resources (FHIR) Medications API and then integrate with external systems, such as electronic medical record (EMR) systems, you can share patient medication data according to industry standards. You can now identify and define a medication for the purpose of prescribing, dispensing, and administering the medication, and describing the medication use.

The Pega Care Management user interface now displays new fields, and the data model has changed to accommodate patient medication support. You can choose to update to the new data model or continue to use the prescription table.
  1. In the header of Dev Studio, click ConfigureCare Management UtilitiesUpgrade Tools.
  2. Optional: To add more properties to the Medications section of a patient profile, follow these steps:
    For example: You might want to add the manufacturer of the medication.
    1. On the Upgrade page, click MapPatientMedicationExt.
    2. On the Data Transform page, click the Add a row icon.
    3. Complete the fields that are needed to add your property.
      For more information, see Configuring a data transform.
  3. Optional: To map the medication status from the old data model to the new data model, follow these steps:
    The default values for existing active status are already mapped.
    For example: If your organization previously displayed the condition as True to indicate an active status for medications, change the condition value to Yes.
    1. Click MapActiveToStatus.
    2. On the Decision Table page, edit the table to meet your needs.
  4. Optional: To add post-processing tasks that you want to perform after the medication update, follow these steps:
    For example: You might want to update the conversation logs in a patient profile.
    1. Click SavePatientMedicationExt.
    2. On the Activity page, click the Add a step link.
    3. Complete the fields to create your post-processing task.
      For more information, see Activities.
  5. To apply the update, click Upgrade medication.
    Result: Pega Care Management updates the medication structure and new fields in the following areas:
    • Header of the patient profile
    • Medications section of the Clinical tab for a patient in the CM Portal
    • Member medications section of the Interaction portal
    • Current Medications section in a Post-discharge follow-up assessment
    • Discharge medications section of the discharge worksheet in an admission case

Optional: Using non stage-based task cases

Pega recommends that you use the stage-based cases that are introduced in Pega Care Management version 8.4. However, If you continue to use non-stage based task cases (not recommended by Pega) in Dev Studio because you previously extended flows to meet your business needs, perform this task.

  1. In the navigation pane of Dev Studio, click App.
  2. In the search box, enter PegaHC-Care-Work-Task, and then press Enter.
  3. Click ProcessFlow, and then click pyStartCase.
  4. Click Save as to save the rule to your implementation layer.
  5. On the Flow:Task page, double-click the Start case processing subflow.
  6. In the Subprocess properties dialog box, replace the existing subflow name with CreateTaskCase.
  7. Click Submit.

Modifying rules for the display of Pega Knowledge articles in the CM Care Manager portal

To view Pega Knowledge articles in the CM Care Manager portal, you need to modify section and harness rules if you previously customized them.

Modifying the harness layout in the UMCareMgrWAGadget rule section

If you previously customized the UMCareMgrWAGadget rule, you need to modify the harness layout of the rule section so that you can view Pega Knowledge articles in the CM Care Manager portal.

  1. Log in to your application by using the credentials that you previously established.
  2. To check whether you customized the UMCareMgrWAGadget rule, follow these steps:
    1. In the navigation pane of Dev Studio, click RecordsUser InterfaceSection.
    2. On the Instances of Section page, in the Purpose column, click the Filter icon to filter the results and enter UMCareMgrWAGadget in the Search Text field.
    In the results, if the name in the RuleSet:Version column displays a ruleset name from your implementation layer, it means that you customized the rule and you need to complete the remaining steps in the procedure.

    If the ruleset name is not the name of your implementation rule, you have not customized the rule and you can skip the remaining steps.

  3. In the RuleSet:Version column, double-click the name of the customized rule.
  4. On the Section page, click to the right of the Dynamic Container - Include Harness field to view the icons, and then click the View properties icon to open it.
  5. In the Layout Properties dialog box, select the Render as Single Page check box.
  6. Click Submit.
  7. Click Save.
  8. Check in the rule.
What to do next: Check other rules to ensure that you can view Pega Knowledge articles in the CM Care Manager portal. For additional information, see Adding a script file to the harness of customized rules.

Adding a script file to the harness of customized rules

To have Pega Knowledge work properly in the CM Care Manager portal, if you customized certain harness rules, you need to add a script file to the harness of each customized rule.

Review all the rules in this table and follow the steps in the procedure if necessary.

Rule nameClass
ConfirmPegaHC-AG-Work-Appeal
PerformPegaHC-AG-Work-Appeal
PerformPegaHC-Care-Work-AuthRequest
PerformPegaHC-Care-Work-Incident
ReviewPegaHC-AG-Work-Appeal
UMManagerData-Portal
CMFManagerData-Portal
  1. To check whether you customized the specified harness rules, follow these steps:
    1. In the navigation pane of Dev Studio, click RecordsUser InterfaceHarness.
    2. On the Instances of Harness page, in the Purpose column, click the Filter icon to filter the results and enter one of the harness rule names in the Search Text field.
      For example: Confirm
    3. In the Applies To column, locate the row with the class name of the rule that you are checking.
      For example: PegaHC-AG-Work-Appeal
    If the name in the RuleSet:Version column displays a ruleset name from your implementation layer, it means that you have customized the rule and you need to complete the remaining steps in the procedure.

    If the ruleset name is not the name of your implementation rule, you have not customized the rule and you can skip the remaining steps.

  2. Click the rule name, such as Confirm.
  3. Check out the rule.
  4. On the Scripts & styles tab, in the Scripts section, click the Add a row icon.
  5. In the Name list, enter and select pega_CMA_EventManager.
  6. Click Save.
  7. Check in the rule.
  8. Repeat these steps for each rule that is listed in the table above.

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