Contents
Configuring Pathways
Pathways define a dynamic set of information emerging from the assessment process. This allows staff to see the relevant tasks and workflows in order to do their jobs. Additionally, Pathways allow managers and supervisors to clearly see that their customer base is within the statutory process. You have the ability to create a variety of reports capturing information regarding who is on a pathway, at what stage, and the length time spent in a task, stage, or pathway.
Configuring the Pathway Task Catalogue Elements
Tasks created in the Pathway Task Catalogue can be re-used across multiple Pathways, saving you time when creating Pathways.
- Navigate to Settings > Configuration > Pathway Task Catalogue.
The 'Pathway Task Catalogue' page is displayed:
- Select the Create new record button on the toolbar.
The 'Pathway Task Catalogue Element: New' page is displayed:
The following fields are available (mandatory fields are marked with *):
- Name - the description of the task, e.g. “Create an appointment”.
- Valid for Pathways Starting Record Type - From which record type you are expecting the pathway task occur.
- Person
- Provider
- System User (including Rostered Employees)
- Link Text - the text what will be used to identify this Pathway Task when linking it to a Pathway Task Setup Card.
- Link Type
- Instructions only - this is used when you want to provide overall instructions for the Pathway or group of tasks.
- Link Record Related with Parent Manually - this allows you to link the child records of the parent record e.g. at case level, the Person is the parent.
- Field - select the business object field you want to link to the Pathway Task.
- Related Record - select the related record you want to perform the action against e.g. if you selected Case but want to link the Person Diagnosis records.
- System Data view - select the System Data view associated with the related record you will be displaying.
- User Data view - select a User Data view if you have a customised view of the Related Record that you want the user to see.
- Link Record via Workflow – this allows the user to have some records pre-created. This type of task will execute the on-demand workflow and then link it to the task card.
- Workflow - allows the user to create workflows to perform different functions of the Pathway Task and Stages. The following workflow actions are available:
- Change Task Card Status - this allows the user to change the status of task card based on its linked record ID.
- Close Pathway - this allows the user to have a workflow that closes a Pathway when a certain task has been performed or if an action has happened against a specified business object. This action closes all Pathways that use the associated Pathway Setup record and are linked to the record.
- Get Latest Task Card - allows the user to perform an action or move to the final task card for that Pathway stage. Returns the latest task card and the Pathway to which it belongs. In addition, it takes the linked record ID as the input parameter.
- Set Task Card Link Record - this allows the user for task creation to set the linked record e.g. creating a case note when a task has been completed regarding that task action.
- Update Pathway Task Card Link - this copies record links between two task cards as part of the task card creation. e.g. when a review has been completed, the task for the review will then be updated with the most current link.
- Workflow - allows the user to create workflows to perform different functions of the Pathway Task and Stages. The following workflow actions are available:
- Link Related Record Manually - this allows the user to link a direct child of the current record e.g. if you are at Case level and want to link an Assessment record.
- Related Record - allows the user to select the record to link the action to.
- System Data View - select the System Data view associated with the related record you will be displaying.
- User Data View - select a User Data view if you have a customised view of the Related record that would want the user to see.
- Validate Records Related with Parent - allows the user to validate a record that is linked to the parent record, e.g. the user would verify the existing medication record when visiting with the person.
- Field - the user selects the field to be reviewed, e.g. medication.
- Related Record - the user selects the record to which it is related, e.g. medications.
- System Data view - select the System Data view associated with the related record you will be displaying.
- User Data view - select a User Data view if you have a customised view of the Related record that you want the user to see.
- Validate Related Records - allows the user to put in a check to validate an existing record and the data within it.
- Related Record - the user selects the record to which it is related.
- System Data view - select the System Data view associated with the related record you will be displaying.
- User Data view - select a User Data view if you have a customised view of the Related record that you want the user to see.
- Responsible Team - Allows the user to specify which team is responsible for the Pathway.
- Instructions - you can add instructions pertaining to the Pathway Task to assist the end user in completing the task.
- Inactive - indicate whether the Pathway Task is inactive or not. An inactive task will not display in the Pathways Task Setup for the user to select.
- Select the Save button on the toolbar.
Configuring the Pathway Setup
The Pathway Setup allows you to create and label the Pathway, create the stages the Pathway will follow and assign tasks to the stages. You can specify when a Pathway will be available for use and end the Pathway when it is no longer needed.
- Navigate to Settings > Configuration > Pathway Setup.
The 'Pathway Setup' page is displayed:
- Select the Create new record button on the toolbar.
The 'Pathway Setup: New' page is displayed:
The following fields are available (mandatory fields are marked with *):
- Name - the name given to the Pathway’s overall process.
- Start Date - the date the pathway is to be available for use.
- Starting Point Business Object - specify the type of record in which the Pathway will be available. The following options are available:
- Person
- Provider
- System Users
- Responsible Team - specify which team is responsible for the Pathway.
- End Date - specify the date the Pathway will no longer be available for the end-user to add to a record.
- Select the Save button on the toolbar.
Configuring Pathway Stage Setup
Pathway Stages allow you to group the Pathway Tasks, making it easier for the end-user to work through the process and complete the tasks in the specified timeline.
The following fields are available (mandatory fields are marked with *):
- Name - the name assigned to the Pathway Stage.
- Order - the order in which the Stage will be displayed within the Pathway.
- Pathway - the Pathway to be assigned to the Stage.
- Responsible Team - the team responsible for the Stage.
- Inactive - indicate whether the Pathway Stage is inactive or not. An inactive Stage will not be displayed within the Pathway.
Configuring Pathway Task Card Setup
Use the Pathway Task Card Setup to add the task to the various stages. Once you have completed this for all stages, the pathways will be ready for the end-user.
The following fields are available (mandatory fields are marked with *):
- Stage - select the Stage to be assigned to the Task.
- Task - select a task from the Pathway Task Catalogue. The Task MUST have been created in the Pathway Task Catalogue to be available to select in the Pathway Task Card Setup record.
- Order - the order in which to complete the Task in the Stage.
- Responsible Team - the Team responsible for the Task.
- Inactive - indicate whether the Pathway Task is inactive or not. An inactive Task will not be displayed within the Stage.
- Due in Days - specify how many days from the start of the Stage by which the Task needs to be completed.
- Due in Business Week/Calendar Week - specify whether the Due in Days count is done by business week or calendar week.
- Business Week
- Calendar Week
Exporting and Importing Pathways
As a System Administrator, you are able to export and import Pathways between Care Cloud instances.
To export a Pathway:
- Navigate to Settings > Configuration > Pathway Setup.
The 'Pathway Setup' page is displayed:
- Select the Pathway to export and click:
The exported file will be saved as a ZIP file.
To import the file into the new Care Cloud instance:
- Navigate to Settings > Configuration > Pathway Setup.
- Select the ellipsis and choose Import Pathway Setups.
- Choose the file and select Import.
When the import has completed, the system will produce a report with details of the import process.
