Overview of Algorithms

Version 3.1 by jmendelsohn on 2014/06/13 12:45

Overview of Algorithms

SMR provides you with full functionality to administer algorithms.

Algorithms provide you with a powerful tool to categorize and summarize assessment data for a single individual or all individuals in a group. 

What's An Algorithm?

The SMR Algorithm module allows you to create a business rule to apply to a single or all assessments visible to you.

This business rule allows you to define a common set of parameters in answer to the following:

  1. Which assessment does this rule apply to (e.g. CANS 1.0)?
  2. Which assessment factors will be used in this rule?
  3. What numeric weight does each assessment factor score have on the overall result?
  4. What method of aggregating the assessment factor scores will be used?
  5. Is there a subset of the assessment data that will be the sample?
  6. What "buckets" are the results to be sorted in?

 So, for example, an algorithm can allow you to see the mean CANS assessment score for all assessment factors in the Child Risk Behavior category for children that are over 12 years of age, split into buckets of Low (0-1), Medium (1-2), and High (2-3).

 Another algorithm can allow you to see the sum of ANSA assessment scores for a subset of factors in the Mental Health Needs category for clients that are not assigned to an Organizational Unit, and only show clients that have a score above 11.

 Each of these algorithms can be designed using this Algorithm Design module, and can be run immediately after being published, without waiting for a new release of the SMR application.

Some rules/caveats:

  • The algorithm will only look at assessments in a submitted or approved state.
  • The algorithm will not be visible or operational unless it has been published.
  •  Algorithm result buckets may overlap (e.g. Low = 0-2, High = 1.5 - 3) and may show up in multiple categories if a score falls into multiple buckets.

 That's a lot to remember, so let's just dive in and give it a try!

Step by Step Algorithm Creation/Administration Instructions

 Once you select "Design and Process Algorithms" from the Algorithm sidebar options, SMR will present the following:

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This page shows the following items about each algorithm:

  • User defined name
  • Assessment instrument that the algorithm operates on
  • The publish status
  • Last update date and time

 From this page you can do the following:

  1. View all existing algorithms
  2. Select an existing algorithm for further operations (editing, deletion, publishing)
  3. Create a new algorithm - click on the "New" button
  4. Publish a selected algorithm
    1. To publish an algorithm, click on the corresponding checkbox and click on the "Publish Selected" button
    2. Note: algorithms will not be usable or visible to other functions until they are published
  5. Delete a selected algorithm (view suggestions for responsible deletion)
    1. To delete an algorithm, click on the corresponding checkbox and click on the "Delete Algorithm" button