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Creating task templates

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Updated on April 23, 2021

You can create task templates that are automated or manual actions performed by the medical personnel. These tasks include scheduled phone calls, scheduled risk assessments, sending fulfillment, sending correspondence (emails and letters), and interventions.

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

Design Patterns: For more information, see Features and functions of the Task case in Care Management.

Creating a notification task template

You can create a task to automatically send an email to the case owner.

  1. Log in to the application by entering the user name for the Business Analyst operator and the password that you specified. 
  2. Click Launch portalCM Business Analyst.
  3. In the navigation panel, click NewTask, and then enter the name of the task.
  4. In the Category list, select Notify case owner.
  5. Click New to create a new task or Copy from existing task to reuse existing information, and then complete the remaining fields.
  6. Select the Auto resolve check box to indicate that no manual intervention is required.
  7. To make this template available for use, select the Active check box.
    Notify case owner task
    This means that a care manager can find the template when searching or a business analyst can use it when attaching tasks to an intervention in the Business Analyst portal.
  8. Click Create and then click Close.

Creating a task for an MCG assessment template

You can specify the scheduling of an MCG assessment when you create a task. This task type provides easy access to industry-leading, evidence-based best practices and assessments so that you can support clinical decision-making.

Before you begin: You must have installed the Informed by MCG for Disease Management solution. For more information, see the Pega Integration Solution for MCG Disease Management Installation Guide on the Pega Care Management product page.

Before you create this task in the CM Business Analyst portal, determine which SLAs that you want to associate with the task.

  1. Log in to the application by entering the user name for the Business Analyst operator and the password that you specified. 
  2. Click Launch portalCM Business Analyst.
  3. In the navigation panel, click NewTask, and then enter the name of the task.
  4. In the Category list, select Schedule MCG Assessment.
  5. Click New to create a new task or Copy from existing Task to reuse existing task information.
  6. Click New to create a new SLA or Select Existing SLA to use an existing SLA.
  7. To create a new SLA, perform the following steps:
    1. Enter a name in the New SLA field, and click the Add icon.
    2. In the Create a new SLA dialog box, complete the fields
      For more information about these fields, see Creating a service-level agreement rule.
      Note: If you need to configure values for passed deadline, contact your administrator.
    3. Click Submit.
  8. To make this template available for use, select the Active check box.
    This means that a care manager can find the template when searching or a business analyst can use it when attaching tasks to an intervention in the Business Analyst portal.
  9. Click Create and then click Close.

Creating a record observation task template

You can create a record observation task for a patient to monitor a condition. For example, if a patient experiences higher than normal blood pressure, you create a task for the patient to take blood pressure readings three times a day for a month to obtain more information related to the condition.

Before you begin: Before you create this task template in the CM Business Analyst portal, determine which SLAs that you want to associate with the record observation task template.
  1. Log in to the application by entering the user name for the Business Analyst operator and the password that you specified. 
  2. Click Launch portalCM Business Analyst.
  3. In the navigation panel, click NewTask, and then enter the name of the task.
  4. In the Category list, select RecordObservation.
  5. Click New to create a new task or Copy from existing Task to reuse existing task information.
  6. Click New to create a new SLA or Select Existing SLA to use an existing SLA. To create a new SLA, follow these steps:
  7. To create a new SLA, perform the following steps:
    1. Enter a name in the New SLA field, and click the Add icon.
    2. In the Create a new SLA dialog box, complete the fields
      For more information about these fields, see Creating a service-level agreement rule.
      Note: If you need to configure values for passed deadline, contact your administrator.
    3. Click Submit.
  8. Select the Execute once check box to indicate that you want the task performed once.

    When the case manager adds the task to the care plan, and the value entered in the End after field exceeds the default value, an agent handles the recurrence process.

    For example: If the default value set by the administrator is 10 recurrences and the care manager schedules 100 recurrences, an agent handles the processing due to performance reasons. The care manager needs to close the case for approximately two minutes so that the agent can create the recurring tasks.
  9. If you clear this check box because you want the task to occur multiple times, complete the recurrence information:
    1. Enter a value in the Every field and click the appropriate button.
    2. Enter values in the Frequency and End after fields.
  10. To make this template available for use, select the Active check box.
    This means that a care manager can find the template when searching or a business analyst can use it when attaching tasks to an intervention in the Business Analyst portal.
  11. Click Create and then click Close.

Creating a schedule assessment task template

A care manager schedules a phone call to a patient to perform an assessment and associates a questionnaire with this task.

Before you begin:
  • Before you create this task template in the CM Business Analyst portal, determine which SLA you want to associate with the task.
  • Optional: You can add a custom flow for selection during this task. The custom flow specifies additional items that are not included in the application. To create the custom flow, ensure that you first follow the steps in Extending the schedule assessment or schedule call tasks by using a custom flow.
  1. Log in to the application by entering the user name for the Business Analyst operator and the password that you specified. 
  2. In the header of Dev Studio, click Launch portalCM Business Analyst.
  3. In the navigation panel, click NewTask, and then enter the name of the task.
  4. In the Category list, select ScheduleAssessment.
  5. Click New to create a new task or Copy from existing Task to reuse existing task information.
  6. Click New to create a new SLA or Select Existing SLA to use an existing SLA. To create a new SLA, follow these steps:
  7. To create a new SLA, perform the following steps:
    1. Enter a name in the New SLA field, and click the Add icon.
    2. In the Create a new SLA dialog box, complete the fields
      For more information about these fields, see Creating a service-level agreement rule.
      Note: If you need to configure values for passed deadline, contact your administrator.
    3. Click Submit.
  8. Optional: If you created a custom flow, in the Select custom flow list, click the flow.
  9. In the Recurring task creation mode section, click one of the options to create and schedule all instances now or create the next instance when the previous one is complete.
  10. Select the Execute once check box to indicate that the task is performed only once.

    If you clear this check box, enter a value in the Every field and click the appropriate button. Then, enter a value in the End after field.

    When the case manager adds the task to the care plan, and the value entered in the End after field exceeds the default value, an agent handles the recurrence process

    For example: If the default value set by the administrator is 10 recurrences and the care manager schedules 100, an agent handles the processing due to performance reasons. The care manager needs to close the case for approximately two minutes so that the agent can create the recurring tasks.
  11. To make this template available for use, select the Active check box.
    This means that a care manager can find the template when searching or a business analyst can use it when attaching tasks to an intervention in the Business Analyst portal.
  12. Click Create and then click Close.

Creating a schedule call task template

A care manager creates a task to schedule a phone call to a patient or the patient's primary care physician.

Before you begin:
  • Before you create this task template in the CM Business Analyst portal, determine which SLAs that you want to associate with the task.
  • Optional: You can add a custom flow for selection during this task. The custom flow specifies additional items that are not included in the application. To create the custom flow, ensure that you first follow the steps in Extending the schedule assessment or schedule call tasks by using a custom flow.
  1. Log in to the application by entering the user name for the Business Analyst operator and the password that you specified. 
  2. Click Launch portalCM Business Analyst.
  3. In the navigation panel, click NewTask, and then enter the name of the task.
  4. In the Category list, select ScheduleCall.
  5. Click New to create a new task or Copy from existing Task to reuse existing information.
  6. Click New to create a new SLA or Select Existing SLA to use an existing SLA. To create a new SLA, follow these steps:
  7. To create a new SLA, perform the following steps:
    1. Enter a name in the New SLA field, and click the Add icon.
    2. In the Create a new SLA dialog box, complete the fields
      For more information about these fields, see Creating a service-level agreement rule.
      Note: If you need to configure values for passed deadline, contact your administrator.
    3. Click Submit.
  8. Optional: If you created a custom flow, in the Select custom flow list, click the flow.
  9. In the Recurring task creation mode section, click one of the options to create and schedule all instances now or create the next instance when the previous one is complete.
  10. Select the Execute once check box to indicate that the task is performed only once. 
  11. If you clear this check box because you want the task to occur multiple times, complete the recurrence information:
    1. Enter a value in the Every field and click the appropriate button.
    2. Enter values in the Frequency and End after fields.

    When the case manager adds the task to the care plan, and the value entered in the End after field exceeds the default value, an agent handles the recurrence process.

    For example: If the default value set by the administrator is 10 recurrences and the care manager schedules 100, an agent handles the processing due to performance reasons. The care manager needs to close the case for approximately two minutes so that the agent can create the recurring tasks.
  12. To make this template available for use, select the Active check box.
    This means that a care manager can find the template when searching or a business analyst can use it when attaching tasks to an intervention in the Business Analyst portal.
  13. Click Create and then click Close.

Creating an email task template

You can generate a pre-configured email to a patient or a patient's primary care physician.

Before you begin: Before you create this task template in the CM Business Analyst portal, determine which SLAs that you want to associate with the task.
  1. Log in to the application by entering the user name for the Business Analyst operator and the password that you specified. 
  2. Click Launch portalCM Business Analyst.
  3. In the navigation panel, click NewTask, and then enter the name of the task.
  4. In the Category list, select SendEmail.
  5. Click New to create a new task or Copy from existing Task to reuse existing information.
  6. Click New to create a new SLA or Select Existing SLA.
  7. To create a new SLA, perform the following steps:
    1. Enter a name in the New SLA field, and click the Add icon.
    2. In the Create a new SLA dialog box, complete the fields
      For more information about these fields, see Creating a service-level agreement rule.
      Note: If you need to configure values for passed deadline, contact your administrator.
    3. Click Submit.
  8. To make this template available for use, select the Active check box.
    This means that a care manager can find the template when searching or a business analyst can use it when attaching tasks to an intervention in the Business Analyst portal.
  9. Click Create and then click Close.

Creating a fulfillment task template

Create this task template so that the application automatically sends materials, such as brochures or educational materials, to a patient or a patient's primary care physician.

  1. Log in to the application by entering the user name for the Business Analyst operator and the password that you specified. 
  2. Click Launch portalCM Business Analyst.
  3. In the navigation panel, click NewTask, and then enter the name of the task.
  4. In the Category list, select SendFulfillment.
  5. Click New to create a new task or Copy from existing Task to reuse existing information.
  6. In the Recipient list, select the individual who receives the materials. For example: For example, if the patient requests the materials, select Patient.
  7. Click Knowledge articles.
    It is recommended that you select knowledge articles. The distribution method is email.
  8. In the lists that appear, select the program category, the program, and the article.
  9. Select the Auto resolve check box to indicate that no manual intervention is required. Based on the scheduled date time, the task resolves itself.
  10. To make this template available for use, select the Active check box.
    This means that a care manager can find the template when searching or a business analyst can use it when attaching tasks to an intervention in the Business Analyst portal.
  11. Click Create and then click Close.

Creating a send letter task template

Create this task template so that the application automatically generates a pre-configured letter to either a patient or a patient's primary care physician.

Before you begin: Before you create this task template in the CM Business Analyst portal, determine which SLAs that you want to associate with the task.
  1. Log in to the application by entering the user name for the Business Analyst operator and the password that you specified. 
  2. Click Launch portalCM Business Analyst.
  3. In the navigation panel, click NewTask, and then enter the name of the task.
  4. In the Category list, select SendLetter.
  5. Click New to create a new task or Copy from existing Task to reuse existing information.
  6. Click New to create a new SLA or Select Existing SLA.
  7. To create a new SLA, perform the following steps:
    1. Enter a name in the New SLA field, and click the Add icon.
    2. In the Create a new SLA dialog box, complete the fields
      For more information about these fields, see Creating a service-level agreement rule.
      Note: If you need to configure values for passed deadline, contact your administrator.
    3. Click Submit.
  8. Select the Auto resolve check box to indicate that no manual intervention is required.
  9. To make this template available for use, select the Active check box.
    This means that a care manager can find the template when searching or a business analyst can use it when attaching tasks to an intervention in the Business Analyst portal.
  10. Click Create and then click Close.
  • Previous topic Creating intervention templates in Pega Care Management
  • Next topic Extending the schedule assessment or schedule call tasks by using a custom flow
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