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COVID-19 UPDATE

We continue to monitor the developments of the coronavirus (COVID-19) and are taking measures to ensure our service to you remains at the highest level of quality. While our business operations have not been impacted, we have made the decision to limit employee travel and in-person meetings. We apologize to those with whom we’ve had to cancel in-person meetings with but are confident in our ability to continue to deliver exceptional service via conference calls. Additionally, many of our team members will be working remotely to reduce the risk of spreading the virus in the community. We do not anticipate any service interruptions and will continue to provide you with the support you have come to expect and appreciate. Thank you for your patience.

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CAYUSE FAMILY OF COMPANIES

A Confederated Tribes of the Umatilla Indian Reservation (CTUIR) owned company.

Expert developers assist in the creation of a tracking and charting application that uses patient feedback as a guide in assuring quality amongst clinical care teams.
QUALITY ASSURANCE APPLICATION FOR CLINICAL CARE TEAM

QUALITY ASSURANCE APPLICATION FOR CLINICAL CARE TEAM

THE CHALLENGE

Clinical care team supervisors evaluate the quality of work provided by nurses and doctors based on feedback from patients. Our client requested a new solution to their existing utilization of a spreadsheet to manage this tracking. In addition, they were performing their calculations manually which required extensive time and manpower. A unique scorecard key needed to be created. 

THE SOLUTION

An approach for automation was developed using a Lightening Web Component (LWC) created in Salesforce. With its speed and highly customizable features, Lightning allowed for faster loading, offering better and more dynamic performance.  

Four things were taken into consideration: score, feedback, quarter, and year. Similar to Java class, Apex class was enlisted in development to serve as the template for Salesforce in order to relate actions and objects. System asset functions were used to compare the expected and actual values. Attention was given to assure that code coverage was above 75% before deploying Apex classes to the production.  

In addition, the client requested calculations showing the average score for an agent per quarter. Using SOQL (Salesforce Object Query Language), the average score of the five cases was generated, resulting in one scorecard record. Wrapper classes, controller classes, and test classes were utilized to write the logic.  

On the LWC page the supervisors can audit the cases by completing various fields for each agent, such as approval score and suggestions. Submission of the audit creates a record that shows the calculated score. 

During application development, governor limits were avoided by using Data Manipulation Language (DML) statements and SOQL queries in FOR Loop, used collections, streamlining queries, and bulked code.  


THE OUTCOME

The client’s processes were greatly improved from their previous system of entering data manually. A unique scorecard was created with forms that change dynamically. Their tracker was automated, and the reports proved helpful in giving briefs on performance. The scorecard records generate reports that the client can view via a dashboard, providing a solid tool for data review. 

Salesforce provides a platform whose focus and specialty is customer relationship management (CRM). Through cloud computing and on-demand software, it has opened gateways for communication and collaboration. Salesforce embraces ease and quickness of use, and offers increased productivity, and cleaner data.