Source objects for care program, utilization management and appointment KPIs
Key Takeaway
Match each KPI to the object that holds its data. Enrollments come from Care Program Enrollee, each enrollee's product and provider come from Care Program Enrollee Product, and service volume comes from Care Request Item.
Agentforce Health keeps care program, utilization management (UM), and appointment data in separate data models. Each model spreads its data across several related objects. To deliver an agreed-upon KPI, a consultant has to know which object holds the data behind it, such as enrollments, requested services, reviewer decisions, or appointments.
Care program objects
Care Program is the top-level record for a set of activities that an employer or insurer offers to participants. Examples are patient therapy, financial assistance, education, wellness, and a fitness plan. Care Program holds the parent care program, program sponsor, approved budget, and program start and end dates, so program-level budget and date measures start here.
Three related objects describe the participants, goals, and team of a program.
| Object | What it represents | What it holds |
|---|---|---|
| Care Program Enrollee | One participant enrolled in a care program | References to the care program and the participant's person account |
| Care Program Goal | A business or clinical goal of a program | A description, and a priority or sequence order relative to other goals |
| Care Program Team Member | A person who delivers services under the program, such as a program manager or care coordinator | A reference to either a person account or a user record |
Each Care Program Enrollee record ties one participant to a program, so enrollment KPIs, such as how many patients joined a program, are counted from Care Program Enrollee rather than from Care Program.
Because a team member can reference a person account, team members do not all have to be Salesforce users.