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Sending emails during Case processing
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Module
Sending emails during Case processing
1 Rubrique
15 mins
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Organizations depend on timely communication to establish a shared understanding of transactions or Assignments. Generate and send automated emails...
Service requests
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Module
Service requests
9 Rubriques
50 mins
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This module shows you how to create service requests using the Customer Service Request Template. Learn about the purpose, customization options, and...
Skipping a Process or a Stage
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Module
Skipping a Process or a Stage
1 Rubrique
10 mins
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Skip Processes and entire Stages that are unnecessary in certain situations so that Cases can process with increased efficiency and flexibility.
User guidance
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Module
User guidance
2 Rubriques
15 mins
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Guide users through the Case Life Cycle by identifying the current Case Status and adding instructions to enable users to complete assigned Tasks.
Working in the Patient 360 profile
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Module
Working in the Patient 360 profile
8 Rubriques
1h 35 mins
Pega Care Management 8.7 -
Learn about the key concepts and best practices for configuring Patient 360, including setting the categories for tracking social determinants of...
Adding a duplicate Case search for BAs
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Défi
Adding a duplicate Case search for BAs
4 Tâches
15 mins
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In a DCO session, GoGoRoad stakeholders said that they want to ensure that only one Assistance Request Case is processed for each customer incident...
Adding a duplicate Case Type search
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Défi
Adding a duplicate Case Type search
3 Tâches
10 mins
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InsCorp wants to ensure that only one Assistance Request Case is processed for each request. Customers that send assistance requests might have...
Adding a new property to an existing entity
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Défi
Adding a new property to an existing entity
4 Tâches
20 mins
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U+ Bank wants to improve the experience of its customers with personalized decisions that are driven by customer-centric engagement policies and...
Adding optional Actions to a workflow
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Défi
Adding optional Actions to a workflow
1 Tâche
5 mins
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InsCorp wants to ensure that customers can cancel service requests at any time. To support co-production, a system architect configured the Cancel...
Adding optional actions to a workflow for BAs
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Défi
Adding optional actions to a workflow for BAs
2 Tâches
10 mins
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GoGoRoad wants to assure customers that their assistance requests can be cancelled at any time. Not only does the cancel request functionality provide...