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Configuration and details for the Care tab

Suggest edit Updated on April 21, 2021

In the Patient 360, on the Care tab, you can customize the care plan rules and the program component rules to meet your business needs. Additionally, you can customize the rules for patient care, their goals, and their tasks. For example, you might want to extend and integrate from an EMR or another system or push Pega Care Management data to a third-party system.

Because look-up data pages do not support dynamic class referencing, you need to save the D_GetWO rule in the appropriate implementation-layer class context so that the data page can fetch the implementation-layer specific data. Otherwise, the look-up fails and the data page does not return any data.

The following topics include details that are related to the Care tab:

  • Care plan rules
  • Program component rules
  • Patient care
  • Goals and tasks on the Care tab

Care plan rules

In the Patient 360 view, the system displays all the active cases in the Care tab by default. You can filter the cases in which the patients are enrolled by choosing a specific program from the Patient care drop-down list. Selecting a program displays program-specific details such as the program duration.

The D_MemberEnrolledPrograms data page is the source for the programs list.

Because look-up data pages do not support dynamic class referencing, you need to save the following rules in the appropriate implementation-layer class context so that the data page can fetch the implementation-layer specific data. Otherwise, the look-up fails and the data page does not return any data.

  • D_BA_Alert
  • D_BA_Barrier
  • D_BA_Goal
  • D_BA_Intervention
  • D_BA_Problem
  • D_BA_Task

Rules to display patient programs and their durations

Rule name Rule typePurpose
FetchCarePlanByCategoryData transformFetches the care plans by category.

No parameters

D_ActiveCarePlanByCategoryData pageFetches the care plans by category.

No parameters

D_GetOpenCPCasesForProgramData pageRetrieves the active care plans of a program.

Parameters are Program, MemberID, and ObjClass

GetOpenCPCasesForProgramReport definitionRetrieves the active care plans of a program.

Parameters are Program, MemberID, and ObjClass

LoadSelectedProgramWOData transformLoads the selected program.

No parameters

D_GetProgramFromCategoryMemberReport definitionGets the pyid of the program work object based on patient ID and category (program name).

Parameters are MemberID and Category

GetProgramFromCategoryMemberReport definitionFetches the program work object that is associated with the program name (category) in which the patient is enrolled.

Parameters are MemberID and Category

ResetShowDropDownData transformClears the values that were selected in the drop-down lists.

No parameters

CarePlanDurationDetailsSectionDisplays the care plan details.

No parameters

MemberCareProblemHeaderSectionHeader section of the tree grid in which the filters are displayed.

No parameters

ReloadProgramData transformReloads the program when selecting the identified option from the Care tab drop-down list.

No parameters

Rule name Rule typePurpose
CallFetchChildItemsDataTransformData transformCalls the data transform to fetch the child items of the care plan item.

No parameters

FetchChildElementsData transformFetches all the first- level child items of a Business Analyst portal template rule.

No parameters

GetRulePageData transformGets the Task rule page. Similarly, for other Business Analyst rules, this data transform is overridden in the respective rule classes.

Parameters are pyClassName, pyCategory, and pyPurpose

D_BA_AlertData pageLooks up an alert rule.

Parameters are pyClassName, pyCategory, and pyPurpose

D_BA_BarrierData pageLooks up a barrier rule.

Parameters are pyClassName, pyCategory, and pyPurpose

D_BA_GoalData pageLooks up a goal rule.

Parameters are pyClassName, pyCategory, and pyPurpose

D_BA_InterventionData pageLooks up an intervention rule. Parameters are pyClassName, pyCategory, and pyPurpose
D_BA_ProblemData pageLooks up a problem rule.

Parameters are pyClassName, pyCategory, and pyPurpose

D_BA_TaskData pageLooks up a task rule.

Parameters are pyClassName, pyCategory, and pyPurpose

CopyFromRulePageData transformCopies from the Business Analyst rule page to the current the pxResults property to build the care plan tree.

No parameters

Program component rules

You can also filter cases based on status (Active or Completed) by selecting the appropriate status  from the Show drop-down list.  The D_ProgramStatusFilterValue data page is used to maintain the status.  

When you select a specific program, you can also view care plan items that are identified during the assessments. You can add elements that are not part of the program to the program in this section. Screening assessments are risk assessments that are given during the program enrollment process. The ListOfScreeningAssessmentsForMember report definition is used to display the assessment list.

Because look-up data pages do not support dynamic class referencing, you need to save the following rules in the appropriate implementation-layer class context so that the data page can fetch the implementation-layer specific data. Otherwise, the look-up fails and the data page does not return any data.

  • D_BA_Alert
  • D_BA_Barrier
  • D_BA_Goal
  • D_BA_Intervention
  • D_BA_Problem
  • D_BA_Task

Rules for program components

Rule nameRule typePurpose
CallFetch

ChildItemsDataTransform

Data transformCalls the data transform to fetch the child items of the care plan item.

No parameters

FetchChildElements

Data transformFetches all the first-level child items of a Business Analyst portal template rule.

No parameters

GetRulePageData transformGets the Task rule page. Similarly, for other Business Analyst rules, this data transform is overridden in the respective rule classes.

Parameters are pyClassName, pyCategory, and pyPurpose

D_BA_AlertData pageLooks up an alert rule.

Parameters are pyClassName, pyCategory, and pyPurpose

D_BA_BarrierData pageLooks up a barrier rule.

Parameters are pyClassName, pyCategory, and pyPurpose

D_BA_GoalData pageLooks up a goal rule.

Parameters are pyClassName, pyCategory, and pyPurpose

D_BA_InterventionData pageLooks up an intervention rule Parameters are pyClassName, pyCategory, and pyPurpose
D_BA_ProblemData pageLooks up a problem rule.

Parameters are pyClassName, pyCategory, and pyPurpose

D_BA_TaskData pageLooks up a task rule.

Parameters are pyClassName, pyCategory, and pyPurpose

CopyFromRulePageData transformCopies from the Business Analyst rule page to the current pxResults to build the care plan tree.

No parameters

Patient care

When a member is enrolled in a program, the cases are displayed at the program level and also at the member level. The second section displays the goals and tasks that are associated with the member and program. Two data pages render this information: D_GetProgramCasesObjClass and D_GetMemberCasesObjClass. The Patient LoadPHPCases activity fetches the case information.

Patient care rules

Rule nameRule typePurpose
PickCPWorkItemsReport definitionFetches the work items that are added as direct children to the selected program to display in the Patient care section.

Parameters are CustID, SelectedProgram, and ParentClass

D_GetCPCasesForProgramData pageFetches the care plans of a program.

Parameters are Program, MemberID, and ObjClass

GetCPCasesForProgramReport definitionPulls the data from the D_GetCPCasesForProgram data page.

Parameters are Program, MemberID, and ObjClass

PickPHPWorkItemsReport definitionPicks the work items that are added to the patient (PatientCare) to display in the Patient care section.

Parameter is CustID

D_GetWOData pageFetches the work object details.

Parameter is pyID

Goals and tasks on the Care tab

Goals and tasks are added at the patient level. They appear in the Other goals and Other tasks sections.

Rules for goals and tasks

Rule nameRule typePurpose
LoadGoalCasesData transformLoads the goals that are associated with a patient.

No parameters

D_ProgramGoalsData pageRetrieves goals that are related to a program.

Parameters are SelectedProgram and FilterType

PickActiveGoalWorkItemsForProgramReport definitionFetches the active goal items when a program is selected in the filter.

Parameters are CustID and SelectedProgram

PickResolvedGoalWorkItemsForProgramReport definitionPicks the resolved goal items when a program is selected in the filter.

Parameters are CustID and SelectedProgram

PickGoalWorkItemsForProgramReport definitionPicks the goal items when a program is selected in the filter.

Parameters are CustID and SelectedProgram

D_MemberGoalsData pageFetches goals that are related to a patient.

Parmeter is FilterType

PickActiveGoalWorkItemsReport definitionGets the active goals of specific patient.

Parameters are CustID, SelectedProgram and CarePlanClass

PickResolvedGoalWorkItemsReport definitionGets the resolved goals of specific patient.

Parameters are CustID, SelectedProgram and CarePlanClass

PickGoalWorkItemsReport definitionGets the goals of specific patient.

Parameters are CustID, SelectedProgram and CarePlanClass

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