View a patient’s risk score and other summary information about the patient and affiliated programs using CRM Analytics dashboards. The person's risk score, along with demographic information such as age, gender, disability status, conditions, Medicaid eligibility, HCC codes, and other items appears in the dashboard.
Required Editions
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Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud |
Each time the scoring algorithm job runs and there has been a change in underlying records, the system generates a new Program Patient Summary record. You can identify the most current information by viewing the record that has the Most Recent checkbox selected. There’s only one active record per person for a given year. Historical data is stored in the table and isn’t overwritten.
- From the Health Cloud - Admin Home page, select the Program Patient Summary tab, and click New.
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Enter the following:
Field Description Name System-generated identifier. Gender Person’s gender. Age Person's age in years as of December 31 for the year being calculated. Disability Status Indicates whether the person is flagged as disabled in the Patient record. Institution Indicates whether the person is in an institution. A blank field indicates that the patient resides in a community. New Patient Indicates whether the person is a new Medicare patient or a continued enrollee. Low Income Indicates whether the person falls within low-income guidelines. Enrollment Type Indicates the patient’s Medicare enrollment type. Risk Score Person's calculated HCC risk score. If a person has a risk score of 0, check to see that the enrollment type is set correctly for that person. Year Year that the risk score applies to. HCC Codes HCC codes that apply to the person for the year. Age Band Person's age group in years as of December 31 for the year being calculated. Age band is system generated. Effective Date Date when the risk score was calculated. Most Recent Identifies that this summary information is the most current for the person for that year. Number of Conditions Number of medical conditions associated with the person. Patient Program Affiliation Lookup field to the Program Patient Affiliation object. Conditions List of Hierarchical Condition Category (HCC) codes associated with the person. - Save your work.