---
schema_version: "1"
id: 7166dad065f471fc92d955ea0304ebad402b15ff49bf03a01be3704bcb8c41df
title: View Program Patient Summary Information
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/admin_program_patient_summary.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.admin_program_patient_summary.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 5cf22b29a37650fc628d42feffdcf4d7ff4e5b00eff95b44f9998980b1093aae
description: 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.
products:
  - Health
release: "264"
---
# View Program Patient Summary Information

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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition">
        <colgroup>
          <col>
        </colgroup>
        <tbody>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">
              <p>Available in: Lightning Experience</p>
              <p style="margin-bottom:0;">Available in: <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions with Health
                Cloud</p>
            </td>

          </tr>
        </tbody>
      </table>

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.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-health-264-0-0-production-enus/90a9f828-79ab-49cd-ac8c-86e58ef7478e/images/icon_note.png)

Note If you edit the calculated data, it can affect the accuracy of your results.

1. From the Health Cloud - Admin Home page, select the Program Patient Summary tab, and click **New**.
2. 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. |
3. Save your work.