42. Cataract Example: Before Pega Scenario: PCP Calls in to pre-certify for Cataract surgery Before Pega, Intake Staff had to go into the PIE spreadsheet and find the Cataract procedure in order to make the correct determination. Also, staff would need to toggle between numerous systems to validate all member, provider, and facility information.
43. Cataract Example: After Pega Scenario: PCP Calls in to pre-certify for Cataract surgery Intake operator: Collects member, provider, and facility data Enters and confirms diagnosis and procedure codes Asks 7 specific questions relating to the Cataract procedure in order for Pega’s rule engine to make a determination Submits determination to maxMC which generates an authorization and returns reference number to Pega Pega: Uses an intent-led UI to walk staff quickly through the process Connects to all systems of record to create a composite view Fires rules to notify operator automatically of status based on information collected
44. Case Validation Operator captures information from provider in pre-populated drop down menus ensuring accuracy
45. Member Search Operator has multiple ways to look for Member information
46. Select a Member Pega connects to Member system of record and returns results. Operator selects correct member and submits to move on in the process “ Bread crumbs” keep track of where operator is in the process and allows easy navigation to previous steps
47. Validate Member Pega creates a composite screen of all needed member information by connecting to three back-end member enrollment and benefit systems Pega parses PTI data and presents in separate fields
48. Questions Pega has the ability to ask questions specific to a product or line of business.
49. Search for Provider All collected case information is organized in the appropriate tabs. If a question arises, with one click the operator has access to all needed data
52. Validate Provider Composite view of all Provider information needed for validation. Again Pega connected to the back-end system of record and pulled only the needed data fields into memory for use
53. Facility Search The user enters and submits Facility search criteria. Pega submits the appropriate Request type to back-end Provider system.
54. Select a Facility Given search criteria, SOAP message returns more than one match.
58. Service Type Selection Service Type drives the type of record that is used to transfer information to the medical management system and determines if additional questions are required for Ancillary services.
59. Procedure Entry All diagnosis (ICD-9) and procedure (CPT-4) codes are automatically validated against the corporate code set .
61. Procedure Specific Questions Given all the information collected so far, Pega’s rule engine fires off and makes the determination that the following questions must be asked of the provider. We will see later that the logic behind each question is very easy to change for a business user.
62. Fills out Questionnaire Populated drop-downs allows the intake staff to correctly capture the right information. Since everything is contained in one system, all data collected can be used for reporting purposes.
63. Review Case Operator receives immediate notification of precert status (could have been Pended or No Precert Required) If more experienced staff members want to look into the decision logic, business rules used are only one-click away. Operator can go back to a step in the process by clicking the appropriate “bread crumb.”
64. Rule Review Rules are written in English syntax to make it easy for business users to understand and change. This is fully executable business logic. If more experienced staff members want to look into the decision logic, business rules are only one-click away.
65. Questionnaire Rule Review A business manager can make a change to a rule and it will automatically be updated in the application with the appropriate change management controls.
66. Confirmation Screen Reference number is created by maxMC. All data collected is sent to document and create a case in maxMC. A new case can be started with one-click
68. Documenting Notes Notes are created to document data collected including any questions asked with their answers.
69. Changing Rules by a Business User Changing rules can be done in minutes by a business user and does not have to be submitted to IT for a change request which could take weeks or months. Rules are written in English and not code making it intuitive for a business person to change. All changes made are immediately executable into the system with the appropriate change management controls.
70. Business Developer Portal Pega can expose all rules and applications that a business user will need to make changes.
71. Business Requires Rule Change Business environment changes to approve all FLEX Members for Cataract procedures without going through a questionnaire. Business user selects Decision Tree for Cataracts
Will speak to each Goal, its relationship to the scope and desired end state for the initial release. And how achieving these goals and objectives was best accomplished using Method 2.0 for transition to the next slide.
Will provide a brief overview of this illustration as introduction into how we leveraged this methodology to execute each phase beginning with Release 5.3 and upgrading to 5.4 with a focus on the “Best Practices” used by the PIE Project Team Members.
Inception Phase – Use of IBC “Current State” Requirements and Workflows, as well as the PIE xls that were used to define the scope of PRPC Use Cases and Flows.E/C1 – UC Definition Process and how we used those to model Flows and the UI OOB Happy Path with Demos during each iterationE/C2 – Expanding the Flows for Exception and Secondary Paths…and creating the GenPrecertEngine (BRE) solution to define and maintain Precert Decision Rules pre and post production.E/C3 – Integration and UI Tailoring
In addition to Automating the Precert Intake process, the solution also had to be structured and built for reuse, be easily maintained by the business and provide the ability for future business unit and enterprise-wide expansion. The Recipe for Success involved:
All Project Managers, Team Members, Business Sponsors and Stakeholders made a collective and collaborative commitment to comply with the Pegasystems SmartBPM® Methodology 2.0 and “Best Practice” Project Implementation Guardrails. We kept that commitment and even exceeded it, as we didn’t just “limit” custom Java…we “eliminated” it…the solutions built contain no, “ZERO” custom Java or HTML! Going forward, this means upgrades take less time and less money, and a greater portion of the applications can be easily managed and maintained by the business!