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Running the timeline upgrade utility

Suggest edit Updated on August 27, 2021

In Pega Care Management 8.1, the patient timeline was updated. To display the care patient events that were created before you updated the application, if you are updating from 7.4 or earlier versions, you need to run the timeline upgrade utility.

You do not need to run the utility if you do not want the cases that were created before the update to appear on the timeline. New events for the cases that are configured on your configuration page and are created after the update appear on the timeline.
  1. In the header of Dev Studio, click ConfigureCare Management Configuration, click the Patient events tab, and review the fields in the Timeline events section:
    1. In the Event name column, ensure that you entered the name of the event or the case type such as Admission, Program referral, or Visit (new field in 8.1).
    2. In the Work class column, ensure that you entered the class name that you defined in your implementation layer.
    3. In the Display date column, enter the date for the events that will appear on the timeline.
  2. Based on your data model, to update the EventDetails data transform, complete these steps:
    1. In the header of Dev Studio, enter and search for EventDetails.
    2. On the Data Transform page, review the properties in the Target column and the Source column and make the appropriate changes.For example: You might use the Patient property instead of the Primary.pyCustomer property.
    3. Save your changes.
  3. Based on your data model, to update the CareEventCMF2 data flow, complete these steps:
    1. In the header of Dev Studio, enter and search for CareEventCMF2.
    2. On the Data flow page, click the Event Summary shape, review the properties in the Source column, and make the appropriate changes.
    3. Click Submit to save your changes.
  4. In the header of Dev Studio, enter and search for CMAUpgradeTimeLineUtility74to81.
  5. In the Activity row, click CMAUpgradeTimeLineUtility74to81 in the PegaHC-Care-Work-class.
  6. Click ActionsRun.
  7. In the Run window, click Run.
What to do next: To verify your results, see Verifying access to previous care events on the patient timeline.
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