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Adopting Pega Sales Automation for Healthcare 8.7 features

Updated on December 17, 2021

After Pega updates your application to version 8.7, use the following table to identify the tasks that you must complete to prepare your environment to support Pega Sales Automation for Healthcare version 8.7.

Pega CRM for Healthcare 8.7 Feature Adoption for Pega Cloud

If updating from version 8.4 or later (a minor update), the update process requires no downtime. For additional information, see Checklist for managing your minor Pega Infinity update and The minor update process for Pega Infinity 8.4 and later.

If updating from version:Complete these tasks:
Pega Sales Automation for Healthcare 8.6
  1. Optional: Updating your built-on application

    If you are using the PegaHCSRM_Cosmos built-on application version, then no changes are needed. If you are using the PegaHCSPM version and plan to update to the Cosmos-based version, update your built-on application.

  2. Adding access roles (Pega Sales Automation)
  3. Modifying individual lead stages (Pega Sales Automation)
  4. Creating individual accounts for organization contacts (Pega Sales Automation)
Pega Sales Automation for Healthcare 8.5
  1. Optional: Updating your built-on application

    If you are using the PegaHCSRM_Cosmos built-on application version, then no changes are needed. If you are using the PegaHCSPM version and plan to update to the Cosmos-based version, update your built-on application.

  2. Adding access roles (Pega Sales Automation)
  3. Modifying individual lead stages (Pega Sales Automation)
  4. Creating individual accounts for organization contacts (Pega Sales Automation)
Pega Sales Automation for Healthcare 8.4-8.2
  1. Updating your built-on application
  2. Adding access roles (Pega Sales Automation)
  3. Modifying individual lead stages (Pega Sales Automation)
  4. Creating individual accounts for organization contacts (Pega Sales Automation)
  5. Checking your Pega Sales Automation access roles for the required privileges
  6. Updating quote requests in Pega Sales Automation for Healthcare
Pega Sales Automation for Healthcare 8.1
  1. Updating your built-on application
  2. Adding access roles (Pega Sales Automation)
  3. Modifying individual lead stages (Pega Sales Automation)
  4. Creating individual accounts for organization contacts (Pega Sales Automation)
  5. Checking your Pega Sales Automation access roles for the required privileges
  6. Updating quote requests in Pega Sales Automation for Healthcare
  7. Updating the account data model in Pega Sales Automation for Healthcare
Pega Sales Automation for Healthcare 7.4
  1. Updating your built-on application
  2. Adding access roles (Pega Sales Automation)
  3. Modifying individual lead stages (Pega Sales Automation)
  4. Creating individual accounts for organization contacts (Pega Sales Automation)
  5. Checking your Pega Sales Automation access roles for the required privileges
  6. Updating quote requests in Pega Sales Automation for Healthcare
  7. Updating the account data model in Pega Sales Automation for Healthcare
  8. Updating the opportunities table and Medicare selling mode
  9. Saving the lead source value with one property
  10. Setting the owner as the team member for opportunities
  11. Updating the billing address work objects
Pega Sales Automation for Healthcare 7.31 and 7.22
  1. Updating your built-on application
  2. Adding access roles (Pega Sales Automation)
  3. Modifying individual lead stages (Pega Sales Automation)
  4. Creating individual accounts for organization contacts (Pega Sales Automation)
  5. Checking your Pega Sales Automation access roles for the required privileges
  6. Updating quote requests in Pega Sales Automation for Healthcare
  7. Updating the account data model in Pega Sales Automation for Healthcare
  8. Updating the opportunities table and Medicare selling mode
  9. Saving the lead source value with one property
  10. Setting the owner as the team member for opportunities
  11. Updating the billing address work objects
  12. Updating the Market segment and Selling mode properties for Medicare case types
  13. Updating the Medicare class group
  14. Making Small Group, Large Groups, and Medicare opportunities accessible
  15. Preventing duplicate entries in the Lead source widget
Pega Sales Automation for Healthcare 7.21 and earlierFor information about updating from version 7.21 and earlier, contact Global Client Services (GCS) as described on Pega Support.

Tags

Pega Customer Service for Healthcare 8.7 Pega Sales Automation for Healthcare 8.7

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