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Indicators for Measuring Results
Measure outcomes consistently by creating a library of indicators, connect those indicators to what you’re measuring, and add time-bound baseline and target values to track your results against. Connect indicator definitions to programs to track the effectiveness of programs. Connect indicator definitions to outcomes to track the effectiveness of the tasks that are done by participants.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions with Life Sciences Cloud or Health Cloud |
| User Permissions Needed | |
|---|---|
| To use Patient Program Outcome Management: | Patient Program Outcome Management permission set |
- Define Indicator Definitions
Use Indicator Definitions to build your library of indicators to consistently measure your outcomes. - Define Indicator Assignments
Use Indicator Assignments to connect indicator definitions to multiple outcomes or care programs. - Define Time Periods
Define time periods to calculate the indicator performance and result. This time period is used in indicator performance period. - Define Indicator Performance Periods
Define indicator performance periods so that you can measure time-bound indicator results.
Define Indicator Definitions
Use Indicator Definitions to build your library of indicators to consistently measure your outcomes.
- From the App Launcher, find and select Indicator Definitions.
- Click New.
- Enter a name that describes the indicator definition.
- Select the status.
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Select the unit of measure.
Tip If you don’t see the unit of measure that you want to use, talk to your Salesforce admin before you add any unit of measure so that you can maintain a clean list. - If needed, enter a description.
- Save your changes.
Define Indicator Assignments
Use Indicator Assignments to connect indicator definitions to multiple outcomes or care programs.
- From the App Launcher, find and select Indicator Definitions.
- Click the indicator definition that you want to connect to what you’re measuring.
- Go to the related lists.
- In the Indicator Assignments related list, click New.
- Enter a name that describes the indicator assignment.
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Select the indicator assignment type.
For example, Care Program or Outcome.
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Enter the record that you want to measure this lookup field for the selected indicator
assignment type.
For example, if you selected Outcome as the type, use the Outcome field to look up and connect to the outcome that you want to measure.
- Select the status.
- Save your work.
Define Time Periods
Define time periods to calculate the indicator performance and result. This time period is used in indicator performance period.
- From the App Launcher, find and select Time Periods.
- Click New.
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Enter a name that describes the time period.
For example, if you measure indicators by quarters, name the time period Q1FY23.
- Enter the start date and time.
- Enter the end date and time.
- Save your work.
- Similarly, define more time periods, if needed.
Define Indicator Performance Periods
Define indicator performance periods so that you can measure time-bound indicator results.
- From the App Launcher, find and select Indicator Performance Periods.
- Click New.
- Enter a name that describes the indicator performance period.
- Select the time period.
- Select the indicator assignment.
- To track the target values for this time period, enter a target value and select the target progress.
- To track the baseline values for this time period, enter a baseline value.
- In Description and Baseline Description, enter additional details, if necessary.
- Save your work.
