Patient — Scorecards

Accessing Patient Scorecards

When you access a patient, click on the Scorecards tab to view and manage the scorecards. The scorecards sidebar holds a list of scorecards that belong to the patient 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 for 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.

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Creating Patient 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 not contain more than 64 characters.
  3. Press the Create button to create the scorecard. Your new scorecard should be selected.

Note: You must have Write Patients permission for a workspace to create scorecards for patients in that workspace.

Copying a Scorecard

Another way to create a scorecard is to copy 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 Patient 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 Patients permission for a workspace to rename scorecards for patients in that workspace.

Defining a Scorecard Template

  1. Choose the scorecard you wish to use to define a scorecard template.
  2. Press the Define Template from Scorecard 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 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 Patients permission for a workspace to import a scorecard template for patients in that workspace.

Editing Patient 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. After adding or editing a computed metric, you may click the Calculate Value button from the Value column to immediately calculate the metric. This is useful in situations where you wish you quickly evaluate a particular metric without saving the entire scorecard (e.g., when determining appropriate objectives).
  5. Press the Add... or Edit... button in the Objectives column to add, edit, or remove objectives for a particular 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

    Sometimes, a computed metric value or custom metric value may equal the threshold value for an objective level. You can customize which objective level should be assigned in those cases by clicking the bracket indicators to toggle the level. A bracket that opens upward indicates that the objective level above will be used. A bracket that opens downward indicates that the objective level below will be used. In addition to the direction of the bracket, the background color behind the bracket indicates the level to which the threshold value belongs.

    In the following example, you'll notice that the two objective sets vary only in the direction of the brackets (see orange outlined region). For the objectives on the left, a value of 0 would produce a result of IDEAL, a value of 10 would produce the result GOOD, a value of 20 would produce the result ACCEPTABLE, and a value of 30 would produce the result MARGINAL. Compare that with  the objectives on the right, where a value of 0 would now produce the result GOOD (not IDEAL), a value of 10 would now produce the result ACCEPTABLE (not GOOD), a value of 20 would now produce the result MARGINAL (not ACCEPTABLE), and a value of 30 would now produce the result UNACCEPTABLE (not MARGINAL).

    2019-07-22_14-18-49.png

    How do I build scoring functions into scorecard objectives?

    Great question! We have an in-depth article in our Patient Module FAQs. Check out How do I build scoring functions into scorecard objectives?

  6. You may reorder metrics within a scorecard template by dragging and dropping rows to the desired location. Each row has an icon on the left containing three small horizontal lines. Using this icon as a handle, identify the item you wish to reorder, and drag and drop it into its new position:

    drag.gif

  7. Delete metrics from your scorecard by pressing the trash icon.
  8. Press the Save button to save your changes.

Note: You must have Write Patients permission for a workspace to edit scorecards for patients in that workspace.

Downloading/Uploading Scorecards as Local Files

  1. Choose the scorecard you wish you download (to local file) or upload (from local file).
  2. Press the Download Scorecard button or Upload Scorecard button in the small ribbon of tools below the selected scorecard in the sidebar.

Note: You must have Write Patients permission for a workspace to upload scorecards for patients in that workspace.

Using Scorecard Downloads for Templating

This is useful for users who do not have permission to create and manage scorecard templates for the entire organization (all workspaces).

Deleting Patient 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 Patients permission for a workspace to delete scorecards from patients in that workspace.

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