IBM® Care Management Biopsychosocial Sample Assessment Guide Document version 1.0 John McDonnell is a Business Analyst in IBM Cúram and has produced this Sample BPS Assessment for IBM Care Management. Ross McKinley is a Software Developer in IBM Cúram. He works on IBM Care Management, including on IBM Care Management assessments. IBM © Copyright International Business Machines Corporation 2014. US Government Users Restricted Rights Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp. CONTENTS Table of Contents Contents......................................................................................................................................3 1 Introduction...............................................................................................................................4 1.1 Audience...........................................................................................................................4 1.2 Prerequisites.....................................................................................................................4 2 Installing the BPS assessment................................................................................................5 3 Running the BPS assessment.................................................................................................6 3.1 Creating an outcome plan type.........................................................................................6 3.2 Associating the BPS assessment with the new outcome plan type.................................6 3.3 Running the BPS assessment..........................................................................................7 3.4 Viewing and sharing the BPS assessment.......................................................................7 4 References..............................................................................................................................8 1 Introduction This document describes how to install the sample biopsychosocial (BPS) assessment into IBM Care Management, and how you can run the assessment and view the results. 1.1 Audience This article and the accompanying BPS assessment are intended for technical users who want to learn how about using assessments for solutions that assess patients based on defined criteria. 1.2 • Prerequisites IBM Care Management. • The BPS assessment was tested against version 6.0. • The Cúram Development Environment provided with Care Management. • An understanding of performing an assessment. • Familiarity with building the IBM Care Management database. • Familiarity with building the IBM Care Management application. 4 of 10 2 Installing the BPS assessment Complete the following steps to install the sample BPS assessment. 1. Download the BPSAssessment.zip archive file, which contains the BPS Assessment files in the EJBServer/Components/BPSAssessment folder. 2. Extract the archive into the %CURAM_DIR%/EJBServer/Components directory, where %CURAM_DIR% is the directory where the IBM Cúram Development Environment was installed. The assessment files are placed into the %CURAM_DIR%/EJBServer/Components/BPSAssessment folder. 3. Add the assessment to the component order by adding the name of the extracted folder, BPSAssessment, to the start of the SERVER_COMPONENT_ORDER variable in the %CURAM_DIR%/SetEnvironmentVariables.bat file. 4. Open a command prompt from %CURAM_DIR% and run the SetEnvironmentVariables.bat command. 5. At the command prompt, change to the %CURAM_DIR%/EJBServer% folder, and build the database by running the build database command. 6. If the application was not previously built, build the application. 5 of 10 3 Running the BPS assessment Complete the following steps to configure and run the BPS assessment. You must create an outcome plan type and associate the assessment with that outcome plan type. To run the assessment for a patient, add that patient to an outcome plan of that type. 3.1 Creating an outcome plan type An assessment must be associated with an outcome plan type. Complete the following steps to create a new outcome plan type. 1. Log in as a user with administrator privileges. 2. Click Administration Workspace → Shortcut Sidebar → Outcome Management → Outcome Plans. 3. Click New to create a new outcome plan type. 4. Enter a name and any other mandatory details. The outcome plan type is created. 3.2 Associating the BPS assessment with the new outcome plan type An outcome plan is a type of case. Complete the following steps to associate the assessment with an outcome plan type. 1. Log in as a user with administrator privileges. 2. Click Administration Workspace → Shortcut Sidebar → Outcome Management → Assessment Definitions. 3. Click Biopsychosocial Assessment in the assessment definitions list. 4. Click the Cases tab. 5. Click Add to associate a case, and select the new outcome plan type. 6 of 10 3.3 Running the BPS assessment Complete the following steps to run the assessment for a patient, and choose any results that you want to highlight for the patient. 1. Log in as a planner. 2. Search for and add a person to an outcome plan. Ensure that you specify the new outcome plan type. 3. On the outcome plan, click the Assessments & Factors tab. 4. Click New to create a new assessment. 5. Select Biopsychosocial Assessment from the list of assessments. The assessment questions are displayed. 6. Answer each of the questions. When the questionnaire is finished, the results page is displayed. 7. On the results page, select the check box for any result that you want to make a priority factor for the patient. By default, priority factors are displayed on the patient home page. 8. Click Complete to finish the assessment. 3.4 Viewing and sharing the BPS assessment You can see the full assessment results from the plan. Priority factors are also shown on the patient home page. Complete the following steps to view the full assessment results and export them in PDF format. 1. On the outcome plan, click the Assessments & Factors tab. 2. Select the assessment from the list. You can see the results of the assessment and any factors that were highlighted as priority factors. 3. On the Actions menu for the assessment, select View Report to download an assessment report in PDF format. 7 of 10 4 References IBM Care Management Version 6.0 documentation http://www.ibm.com/support/knowledgecenter/SSHJB3_6.0.0/com.ibm.curam.nav.doc/cm_kc_welcome.html IBM Care Management product page http://www-03.ibm.com/software/products/en/IBM-care-management 8 of 10 ® © Copyright IBM Corporation 2014 IBM United States of America Produced in the United States of America US Government Users Restricted Rights - Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp. IBM may not offer the products, services, or features discussed in this document in other countries. Consult your local IBM representative for information on the products and services currently available in your area. Any reference to an IBM product, program, or service is not intended to state or imply that only that IBM product, program, or service may be used. 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