Skip to main content

Missing information

Komodo Care Connect can be configured to check for fields that are missing information on a given record and to automatically add a stage to a patient's program journey to gather the missing information. For example, after a user completes and submits the Enrollment Wizard to enroll a patient into a care plan, Komodo Care Connect can check to make sure that all of the information that a case manager may need for the care plan has been submitted. If information is missing, a missing information stage can automatically be added to the patient's care plan progress bar for the case manager to complete. For instructions on how to configure both the functionality to check for missing information as well as create a missing information stage, reference the sections below.

Check for missing information

In Komodo Care Connect V2.1.0 and above, missing information can be checked on any record, and the fields with missing information are listed in the PJN_MissingInformation Aura component, which wraps around a nested pjnMissingInformation Lightning Web Component. The records that are checked for missing information are determined by the object, record type, and program specified in the Missing Information Group (mvn__PJN_Missing_Information_Group__mdt) custom metadata type. In Komodo Care Connect V2.0.0 and below, missing information can only be checked on Care Plan records or records related to Care Plan records either directly or via a parent object, and the fields with missing information are listed in the PJN_CaseMissingInformation Aura component. In all versions of the product, the Missing Information component refreshes automatically when information that was previously missing has been added. This lets users know in real-time what data they still need to capture.

Configure Komodo Care Connect V2.1.0 and above

To configure Komodo Care Connect V2.1.0 and above to check for missing information on any record:

Warning

The steps below have been updated with the release of the Komodo Care Connect V2.1.4 hotfix patch. For more information about the hotfix, reference Hotfixes.

  1. Create a Missing Information Group (mvn__PJN_Missing_Information_Group__mdt) metadata record that specifies which object, record type, and program should be checked for missing information. This metadata record is used to group the Missing Information Configuration metadata records from step 2 below.

    1. In the Program field, select the Program (mvn__PJN_Program__mdt) metadata record of the program that should be checked for missing information.

    2. In the Object field, enter the API name of the object that should be checked for missing information.

    3. In the Record Type field, enter the API name of the record type of the object from step 1b that should be checked for missing information. If there are no record types on the object, this can be left blank.

  2. Create a Missing Information Configuration (mvn__PJN_Missing_Information_Configuration__mdt) metadata record for each field that should be checked for missing information.

    1. (Optional) In the Display Text field, enter the text that will help users identify which field on a record is missing information. This will appear in the Missing Information component in step 3 below. If this is left blank, the default format is <object label>: <field label>.

    2. In the Field Path field, enter the field path that is to be checked for missing information. This can traverse object relationships such that the field being referenced does not have to be present on the starting object.

    3. In the Missing Information Group field, select the Missing Information Group metadata record created in step 1.

  3. To check for missing information on or related to a Care Plan (Case) record upon a new care plan enrollment, repeat step 1 and step 2 for each field that should be checked and then listed on the Missing Information component on the Missing Information activity record page.

    Note

    When a user completes a new care plan enrollment (i.e., clicks Finish in the last step of the Enrollment Wizard), the Care Plan (CarePlan) Case record is updated and a trigger is fired automatically via the Care Plan Missing Information (PJN_CarePlanMissingInformationHdlr) handler class. (This handler class can be managed through the Trigger Handler Setting (mvn__PJN_Trigger_Handler_Setting__mdt) custom metadata type.)

    This trigger uses the Missing Information Configuration metadata records to check if any fields on or related to the Care Plan record are missing information. If information is missing and a Program Problem (mvn__PJN_Program_Problem__mdt) metadata record has been configured for a Missing Information stage, then the Missing Information stage is added to the care plan. The stage starts automatically and creates a child Missing Information (PJN_Missing_Information) Case record for the parent Care Plan record. For more information on how to configure this Missing Information stage, reference the Create a missing information stage section below.

    To ensure that the Missing Information component mentioned in step 4 below, which is available on the Missing Information record page out of the box, shows all of the fields that are missing information for the care plan, you should repeat step 1 and step 2 for the same list of fields to be checked. To do so, Komodo Health recommends the following:

    1. Create a second Missing Information Group metadata record for the Case object of the Missing Information record type.

    2. Clone each Missing Information Configuration metadata record for the Case object.

      1. Relate each cloned metadata record to the new missing information group from step a above.

      2. Append Parent. to the Field Path value. This is to reference the Case fields on the parent Care Plan record from the child Missing Information record.

  4. Add and configure the Missing Information (PJN_MissingInformation) Aura component on the record page for which missing information is to be checked.

    Note

    This component is available on the Missing Information activity record page out of the box.

    1. In the Lightning App Builder, search for the Missing Information component and drag and drop it into the desired location on the record page.

    2. In the Path To Care Plan field, enter the field path to the parent Care Plan (Case) record.

    3. In the Path To Program Developer Name field, enter the field path that contains the Care Program (CareProgram) record of the Program metadata record from step 1a.

For additional guidance on how to configure the missing information functionality, reference the following examples:

Example 1. Configuration to check for missing birth date information on a care plan

To check for a patient's date of birth when enrolling a patient into a fictitious care program called Kalytex (KTX), you may reference the following sample metadata records and values:

PSP__MissingInformationCase.png
Table 89. Sample mvn__PJN_Missing_Information_Group__mdt record for Care Plan record type

Field label

Sample value

Program

MVN_KTX

Object

Case

Record Type

CarePlan



Table 90. Sample mvn__PJN_Missing_Information_Configuration__mdt record for date of birth on the Care Plan record

Field label

Sample value

Field Path

Account.PersonBirthdate

Missing Information Group

The Missing Information Group metadata record created in Table 89, “Sample mvn__PJN_Missing_Information_Group__mdt record for Care Plan record type” above.



Table 91. Sample mvn__PJN_Missing_Information_Group__mdt record for Missing Information record type

Field label

Sample value

Program

MVN_KTX

Object

Case

Record Type

PJN_Missing_Information



Table 92. Sample mvn__PJN_Missing_Information_Configuration__mdt record for date of birth on the Missing Information record

Field label

Sample value

Display Text

Leave blank to show the object and field label by default (e.g., "Account: Birthdate").

Field Path

Parent.Account.PersonBirthdate

Missing Information Group

The Missing Information Group metadata record created in Table 91, “Sample mvn__PJN_Missing_Information_Group__mdt record for Missing Information record type” above.



Table 93. Sample PJN_MissingInformation component for Missing Information record

Field label

Sample value

Path To Care Plan

ParentId

Path To Program Developer Name

Parent.mvn__PJN_Program_DeveloperName__c





Example 2. Configuration to check for missing household income information on an assistance program

To check for missing household income information when enrolling a patient into an assistance program for a fictitious care program called Kalytex (KTX), you may reference the following sample metadata records and values:

PSP__MissingInformationAP.png
Table 94. Sample mvn__PJN_Missing_Information_Group__mdt record for Assistance Program object

Field label

Sample value

Program

MVN_KTX

Object

mvn__PJN_Assistance_Program__c

Record Type

PJN_Patient_Assistance_Program



Table 95. Sample mvn__PJN_Missing_Information_Configuration__mdt record for household income

Field label

Sample value

Display Text

Household Income

Field Path

mvn__PJN_Estimated_Household_Income__c

Missing Information Group

The Missing Information Group metadata record created in Table 89, “Sample mvn__PJN_Missing_Information_Group__mdt record for Care Plan record type” above.



Table 96. Sample PJN_MissingInformation component for Assistance Program record

Field label

Sample value

Path To Care Plan

mvn__PJN_Care_Plan__c

Path To Program Developer Name

mvn__PJN_Care_Plan__r.mvn__PJN_Program_DeveloperName__c





Configure Komodo Care Connect V2.0.0 and below

To configure Komodo Care Connect V2.0.0 and below to check for missing information on a Case or Case-related record:

  1. Create a Missing Information Config (mvn__PJN_Missing_Information_Config__mdt) metadata record for each field that should be checked for missing information.

    1. (Optional) In the Display Text field, enter the text that will help users identify which field on a record is missing information. This will appear in the Missing Information component in step 2 below. If this is left blank, the default format is <object label>: <field label>.

    2. In the Field Path field, enter the field path that is to be checked for missing information. This can traverse lookups to reference fields outside of but related to the Care Plan (Case) record.

    3. In the Program field, select the Program (mvn__PJN_Program__mdt) metadata record of the program that should be checked for missing information.

  2. Add the Missing Information (PJN_CaseMissingInformation) Aura component on the record page for which missing information is to be checked.

    Note

    This component is available on the Missing Information activity record page out of the box.

Create a missing information stage

To set up the automatic creation of a Missing Information stage in a program journey when missing information is detected upon the completion of a new care plan enrollment (i.e., a user clicks Finish in the last step of the Enrollment Wizard):

  1. Create a Program Problem (mvn__PJN_Program_Problem__mdt) metadata record for the Missing Information stage.

  2. Set the Missing Enrollment Info Problem (mvn__PJN_Missing_Enrollment_Info_Problem__c) field in the related Program (mvn__PJN_Program__mdt) metadata record to the API name of the newly created program problem.

Once configured, when a new care plan enrollment is completed and missing information is identified:

  1. a Missing Information stage is added to the patient's program journey;

  2. a Missing Information activity is added to the care plan to prompt the user to capture the remaining details; and

  3. the Missing Information component in the corresponding Activity record page displays the remaining details that still need to be captured.

You can also manually add the Missing Information stage to a patient's program journey to view the list of fields with missing information in the Missing Information activity record.