Indicator Results for Tracking Progress

Data Aggregation for Indicator Results

Before you enter an aggregated result value, you must collect the data about what you’re measuring. To collect data for indicator result calculation, you can use various venues, such as by talking to care program enrollees in person or on the phone, and through the assessment or survey tools available in Salesforce, online forms, and external datasets.

Use Discovery Framework and Assessments, a survey or assessment tool from Salesforce, to collect data. Program leads can set up custom assessments by using Discovery Framework. See Create an Assessment with Discovery Framework.

You can use Patient Program Outcome Management data model with Discovery Framework and Assessments to gather data for indicator result calculation. You can use Salesforce flows with your own outcome calculation algorithms to store results in the Patient Program Outcome Management data model.

Automatically Calculate Indicator Results from Data in Your Org

Add a flow to calculate the indicator results to an indicator definition and, with the click of a button, generate the indicator results associated with an indicator performance period.

1. Add the flow to an indicator definition.
   1. From Setup, in the Quick Find box, enter Flows, and then select Flows.
   2. Copy the API name of the flow that your admin created to calculate indicator results.
   3. From the App Launcher, find and select the indicator definition associated with the indicator performance period that you want to calculate indicator results for.
   4. On the indicator definition, in Flow Definition API Name, paste the flow API name.
2. Run the flow to create indicator results.
   1. Go to the related lists on the indicator definition, and select an indicator assignment.
   2. Go to the related lists on the indicator assignment, and select the indicator performance period that you want to measure the results for.
   3. Click Calculate Indicator Results.

Manually Add and Manage Indicator Results

Enter indicator results to track them against time-bound, baseline, and target values.

1. Aggregate the data collected.
2. Find the indicator performance period that you want to add an indicator result to.
3. Click Related.
4. On the Indicator Results related list, click New.
5. Enter a result value.
6. Enter a measurement date.
7. To track interim or final results, select the result type.
8. In Description, provide more information about the results.
9. Save your work.

Manually Add and Manage Party Indicator Results

Enter the party indicator results associated with the indicator results.

1. From the App Launcher, find and select Party Indicator Results.
2. Click New.
3. Find the indicator result.
4. Enter a measurement date.
5. Enter a result value.
6. In Party, find and select the care program enrollee.
7. Save your work.