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Home page

The Home (PJN_Home) flexipage helps users quickly get started with their day. It can be set up to open automatically when a user logs into Komodo Care Connect and can also be accessed through Komodo Care Connect's navigation menu.

Click the down arrow to open the navigation menu.

By default, the Home page shows the following items:

  • The user's progress for the day. For more information, reference the Today's Progress component section below.

  • The user's most recently added, edited, and/or viewed items. For more information, reference Salesforce's Open Items You've Recently Viewed documentation.

  • Any open enrollment requests. For more information, reference the Care plans page.

  • The user's open cases.

  • The user's care plans by status. For more information, reference the Template reports section below.

  • The user's open activities by subject. For more information, reference the Template reports section below.

Setup

To ensure that the Home page opens automatically and appears in the navigation menu for users:

  1. Overwrite the users' personal tab customizations.

    1. In Settings, search for and select Profiles.

    2. Navigate to the profile that has been assigned to the user and click Edit.

    3. In the Tab Settings section, check the Overwrite users' personal tab customizations checkbox. Certain object permissions, such as for the Consent (mvn__PJN_Contact_Point_Type_Consent__c) object, may need to be removed from the profile for this to succeed.

    4. Click Save.

To ensure that the template reports appear on the Home page:

  1. Assign the user with either of the following permission sets:

    • KCC - Read Only - Run Reports (PJN_Read_Only_Run_Reports)

    • KCC - User - Run Reports (PJN_User_Run_Reports)

  2. Share the KCC Home Page Reports folder with the user:

    1. From either the navigation menu or the App Launcher, navigate to Reports.

    2. On the lefthand menu, click All Folders.

    3. Click KCC Home Page Reports.

    4. In the upper right corner, click the dropdown arrow and select Share.

    5. Select the users or public groups who should have access to the Home page and the appropriate access level. For example:

      • In the Share With field, select Public Groups.

      • In the Names field, select All Internal Users.

      • In the Access dropdown, select View.

    6. Click Share and then Done.

Today's Progress component

To show users their progress for the day, the Home page uses the Today's Progress (pjnTodaysCasesProgressBar) Lightning Web Component (LWC), which contains a progress bar that updates automatically to show how many cases a user has open and closed for the day. The LWC fills up with a green striped bar as the user closes out their cases and shows a fraction with the number of closed cases out of the total number of cases to be completed. When the user has closed out all of their required cases or has zero cases for the day, the progress bar is filled and a checkmark appears in place of the fraction.

Scenario

Progress bar

A user has two cases to complete today and they have not yet completed any.

PSP_TodaysProgress_Open.png

A user has two cases to complete today and they have completed one.

PSP_TodaysProgress_Half.png

A user either has zero cases to complete today or has completed all of their cases for the day.

PSP_TodaysProgress_Complete.png

You can configure the types of cases that are accounted for by the progress bar, when a case is considered to be "due" or "closed", and the icons that appear to the left and right of the progress bar.

Note

This progress bar is different from the progress bar in the Care Plan Path (pjnCarePlanPath) LWC on the Care Plan record page. However, you can add the Today's Progress component to the Care Plan record page as desired.

Configure the types of cases

Out of the box, the cases that are accounted for by the Today's Progress component include Case records of the Activity (PJN_Activity) record type, the Missing Information (PJN_Missing_Information) record type, and the Request (PJN_Request) record type. To include additional types of cases:

  1. Open the Today's Progress component in the Lightning App Builder.

  2. On the Additional Record Types field, enter the API names of the additional Case record types to be included. Separate each Case record type with a comma.

  3. Save your changes.

Define the cases that are due and closed today

By default, the cases that are considered to be due today include Case records whose Due Date (HealthCloudGA__DueDate__c) field equals to or is less than the current day. This means that the total number of cases that a user must complete on the current day in order for the progress bar to be filled includes cases that were due in the past. To exclude these overdue cases and only include cases whose due dates equal the current day:

  1. Open the Today's Progress component in the Lightning App Builder.

  2. Uncheck the Include Overdue Cases field.

  3. Save your changes.

Additionally, the cases that are considered to have been closed today are Case records whose IsClosed field equals true (e.g., Case records whose Status field equals Closed or Cancelled) and whose Date/Time (ClosedDate) field equals to the current day. To configure the Case fields that define the closed cases:

  1. Open the Today's Progress component in the Lightning App Builder.

  2. Change the Closed Condition Field value from IsClosed to the API name of the Case field that determines if the Case record is closed.

  3. Change the Closed Date Field value from ClosedDate to the API name of the Case field that determines if the Case record was closed today.

  4. Save your changes.

Customize the icons

Out of the box, the icon to the left of the progress bar is Salesforce's standard goals icon while the icon to the right of the progress bar that appears when a user has completed all of their current day's cases is Salesforce's action approval icon. To customize both icons:

  1. Open the Today's Progress component in the Lightning App Builder.

  2. To customize the left icon:

    1. On the Component Icon field, enter the name of the desired Salesforce Lightning Design System icon. The format is <category>:<image_name>, such as the default value of standard:goals.

    2. On the Component Icon Size field, enter the desired size for the icon. Possible values include:

      • xx-small

      • x-small

      • small

      • medium

      • large

  3. To customize the right icon:

    1. On the Completed Icon field, enter the name of the desired Salesforce Lightning Design System icon. The format is <category>:<image_name>, such as the default value of action:approval.

    2. On the Completed Icon Size field, enter the desired size for the icon. Possible values include:

      • xx-small

      • x-small

      • small

      • medium

      • large

  4. Save your changes.

Template reports

Out of the box, Komodo Care Connect provides several template dashboards and reports, and the Home page displays the My Care Plans by Status and My Open Activities by Subject end user reports. The former is a report of all of the user's Case records of the Care Plan (CarePlan) record type grouped by the Therapy Status (mvn__PJN_Therapy_Status__c) and Therapy Sub-Status (mvn__PJN_Therapy_Sub_Status__c) fields while the latter is a report of all of the user's open Case records of the Activity (PJN_Activity) and Missing Information (PJN_Missing_Information) record types grouped by the Subject field.

For more information about all of the available dashboards and reports in Komodo Care Connect, reference the Dashboards and reports page.