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The Prepare phase and project kickoff

  • Module

    The Prepare phase and project kickoff

    7 Topics

    1 hr 15 mins

    Visible to: All users
  • The Prepare phase follows the Discover phase with key activities such as conducting a sales to delivery handoff meeting and a project kickoff event...

Working in the Patient 360 profile

  • Module

    Working in the Patient 360 profile

    8 Topics

    1 hr 35 mins

    Pega Care Management 8.7 Visible to: All users
  • 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

Adding optional actions to a workflow for BAs

Approving work for BAs

Communicating with users for BAs

Configuring Primary Fields for BAs

  • Challenge

    Configuring Primary Fields for BAs

    4 Tasks

    10 mins

    Visible to: All users
  • During Directly Capture Objectives (DCO) conversations, business stakeholders revealed that GoGoRoad's CSRs waste valuable time searching for basic...

Constructing Views in Constellation for BAs

Controlling the workflow based on a business context for BAs

  • Challenge

    Controlling the workflow based on a business context for BAs

    2 Tasks

    15 mins

    Visible to: All users
  • When customers request roadside assistance, a Manager manually validates whether the customer is enrolled in roadside assistance coverage. To improve...

Creating a child Case for BAs

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