Collection — Scorecards

Accessing Collection Scorecards

When you access a collection, click on the Scorecards tab to view and manage the scorecards. The scorecards sidebar holds a list of scorecards that belong to the collection with a button to create a scorecard at the top. Clicking on one of the scorecards will select it, thereby making it the active scorecard.

With a scorecard selected, the main content area will update to display the details of the selected scorecard. At the top of this space is a toolbar containing a set of tabs. The first tab is for computed metrics, and the second tab is for custom metrics. A button to edit the scorecard is available on the far right side of the toolbar.

Creating Collection Scorecards

  1. Press the Create button located at the top of the sidebar.
  2. Select a Scorecard Template from the list of the available templates, or choose None instead to define a scorecard from scratch. Enter a Name for your scorecard. You can use any characters you'd like, but the name must be 64 characters or fewer.
  3. Press the Create button to create the scorecard. Your new scorecard should be selected.

Note: You must have Write Collections permission at the organization level to create scorecards for an organization collection. You must have Write Collections permission for a workspace to create scorecards for a workspace collection in the given workspace.

Copying a Scorecard

Another way to create a scorecard is by copying an existing scorecard. Just select a scorecard, and press the Copy Scorecard button in the small ribbon of tools below the selected scorecard in the sidebar.

Renaming Collection Scorecards

  1. Choose the scorecard you wish you edit from the sidebar on the left.
  2. Press the Rename Scorecard button in the small ribbon of tools below the selected scorecard in the sidebar.
  3. Edit the Name in the field provided, and press Rename to save your changes.

Note: You must have Write Collections permission at the organization level to rename scorecards for an organization collection. You must have Write Collections permission for a workspace to rename scorecards for a workspace collection in the given workspace.

Defining a Scorecard Template

  1. Choose the scorecard you wish to use to define a scorecard template.
  2. Press the Define a Scorecard Template button from the small ribbon of tools below the selected scorecard in the sidebar.
  3. Enter the Name in field provided. Next, select what will happen if a template already exists with the same name. It's best to choose "Leave the template unchanged." if you're not sure. Finally, press the Save button to define the template.

Note: You must have the Manage Scorecard Templates permission to define scorecard templates for your organization.

Importing a Scorecard Template

  1. Choose the scorecard into which you wish to import a scorecard template.
  2. Press the Import Metrics from Scorecard Template button from the small ribbon of tools below the selected scorecard in the sidebar.
  3. Select the Scorecard Template to import. Then select how duplicate metrics should be resolved, and press the Import button to import the metrics.

Note: You must have Write Collections permission at the organization level to import scorecard templates into an organization collection. You must have Write Collections permission for a workspace to import scorecard templates into a workspace collection in the given workspace.

Adding the Scorecard to Collection Patients

  1. Choose the scorecard you wish to add to each of the collection's patients.
  2. Press the Add Scorecard to Patients button from the small ribbon of tools below the selected scorecard in the sidebar.
  3. Carefully read the instructions given in the wizard. On the first page, select what should happen if a patient in the collection contains a scorecard with the same name as the selected scorecard. Press the Next button.
  4. Press the Add button to begin the operation.
  5. Press Finish to exit the wizard.

Note: You must have Write Patients permission at the organization level to add a scorecard to all patients across all collection workspaces. You must have Write Patients permission for a workspace to add a scorecard to patients in the given workspace.

Editing Collection Scorecards

  1. Choose the scorecard you wish you edit from the sidebar on the left.
  2. Choose either the Computed or the Custom tab, and press the Edit button. You may only edit one type of metrics (custom or computed) at a time.
  3. Add a new metric by pressing the Add computed metric... or Add custom metric... button. If you are adding a computed metric, a window will appear with a complete list of the computed metric types available. Fill in the required metric parameters. If you are adding a custom metric, a window will appear with items from the list of custom metrics defined in your ProKnow organization by a custom metric manager.

    For more information about computed metrics, visit our Computed Metric Library. To learn about how to create custom metrics, please visit the Defining Custom Metrics page.
  4. Press the edit button in the objectives column to set or unset objectives for a metric. Objectives are useful for defining performance bins for your data. In the following example, for instance, you might set up objectives for the volume PAROTID_LT where you define ranges as follows:

    • VERY SMALL: less than 8 cc
    • SMALL: 8 cc to 15 cc
    • NORMAL: 15 cc to 29 cc
    • LARGE: 29 cc to 36 cc
    • VERY LARGE: greater than 36 cc

    These ranges can be assigned a color and displayed end-to-end as follows.

    2018-08-06_20-26-29.png

    Objectives are completely customizable, allowing you to configure ranges for organs-at-risk metrics and target metrics, too.

    2018-08-06_20-37-00.png

    2018-08-06_20-37-29.png

  5. Reorder metrics by pressing the up and down arrows on the rows.
  6. Delete metrics from your scorecard by pressing the trash icon.
  7. Press the Save button to save your changes.

Note: You must have Write Collections permission at the organization level to edit collection scorecards for an organization collection. You must have Write Collections permission for a workspace to edit collection scorecards for a workspace collection in the given workspace.

Deleting Collection Scorecards

  1. Choose the scorecard you wish you delete from the sidebar on the left.
  2. Press the Delete Scorecard button in the small ribbon of tools below the selected scorecard in the sidebar.
  3. Press the Delete button to delete the scorecard.

Note: You must have Write Collections permission at the organization level to delete collection scorecards for an organization collection. You must have Write Collections permission for a workspace to delete collection scorecards for a workspace collection in the given workspace.

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