Integrated Care Management and the Discovery Framework

When a care manager uses completed assessments to create a care plan, Integrated Care Management gives them recommendations for what components they can add to that care plan. These recommendations can be problems, goals, or interventions. The recommendations that users see are based on how you map each assessment question and their response options to items in your PGI (Problem Goal Intervention) library.

In addition to mapping responses, you must also set up a decision table to process how those recommendations are mapped to responses. Decision tables read business rules and decide the outcome for records in your Salesforce org or for the values that you specify.

Here’s the typical workflow for how Assessments and the Discovery Framework fit into Integrated Care Management.

• The admin creates an assessment with single-select or multi-select type questions.
• The admin maps the response options in those assessment questions to the corresponding recommendations they provide for care plans.
• The admin sets up a decision table to process assessment responses based on how those responses are mapped to recommendations.
• The care manager uses the assessment questionnaire to gather information from a patient.
• The care manager uses the assessment to create a care plan.
• Integrated Care Management gives the care manager problem, goal, and intervention recommendations based on the responses in that assessment.

Note

• For an assessment to be compatible with Integrated Care Management, its questions must be of the types single-select or multi-select. The response options for those questions must be under 255 characters as well.
• While it’s possible to map an assessment response to a follow-up assessment the patient should take, our default UI doesn’t display this recommendation anywhere.