Capturing Patient Visits

[cnel]

I am trying to capture patient visits to determine if they are compliant or not. There is a column [Visit Type], which includes Intial

Visit, Quarterly visit, Monthly visit, Annual Visit, Acute/follow up visit, Post Hospitaliztion visit.  I would like to return a column with a value "compliant" or "not-compliant" for each patient.  If a patient is not seen every month then they are considered not compliant, additionally if they don' have a quarterly visit every 3 months they are not compliant. Every 3 months there should be a Quarterly or possibly Annual visit and in between these there should be some combination of Monthly, Post Hospitalization, Acute/Follow up Visit. If the patient has an effective end date the result should be "discharged"

Any help would be greatly appreciated. 

[cnel]

Expected output is a new table with the patient name and a new column (Evaluation) that returns a value of Discharged, Compliant, or Not Compliant. I have a sample visualization that I am working on but I cant get figure out the calculation to return the expected result

[cnel]

Visit Type	Group Number	Effective Begin Date	Patient  Name	Patient Birth Date	Patient Code	Note Date	Physician	Patient Departement	Effective End Date
Initial Visit	10010000272S	7/1/2021	Bill Nelson	2/22/1974	INS CHG	1/4/2022	Bob Marshal	ABC Company	4/30/2022
Quarterly Visit	10010000419S	7/1/2021	Paul Conner	9/11/1948		3/5/2022	Kim Blunt	123 Company
Annual Visit	10010000353S	1/9/2022	Bonnie Thorn	7/3/1936		8/2/2022	Henry Clark	ABC Company
Acute/Follow Up Visit	10010438139S	1/1/2022	Mindy Jenkins	8/20/1951		5/5/2022	Henry Clark	ABC Compnay	9/28/2022
Monthly Visit	10010000419S	2/15/2022	Hope Walker	7/9/1981	INS CHG	10/1/2022	Mary Beth	123 Company
Post Hospitalization Visit	10010028210S	7/4/2022	Cindy Stewart	11/21/1952		6/4/2022	Cheryl Holder	ABC Company
Quarterly Visit	10010028210S	7/4/2022	Cindy Stewart	11/21/1952		7/24/2022	Cheryl Holder	ABC Company

[ryan_mayu]

I think sample data is not enough.

if you have different scenarios, you need to provide the data for all scenarios.

hope i didn't misunderstand your question.

e.g

TOM 2022/1/1, 2022/2/1,2022/3/1

Jack 2022/1/1, 2022/4/1, 2022/7,1

Peter, 2022/1/1,2023/1/1

Linda 2022/1/1,2022/2/1,2022/6/1

we have monthly visit, quarterly visit, yearly visit and other scenario, the output for XXX is YYY

something like that

[ryan_mayu]

could you pls provde the sample data(not the screenshot) and the expected output

[cnel]

I added the expected output above and included a screenshot of what I was working on. Does this give you enough information to go on @ryan_mayu ? 

[ryan_mayu]

what's the expected output based on the sample data you provided?

[cnel]

I am hoping to have either a measure or a calculated column the returns "Compliant", Not-compliant", or "Discharged" regarding each patient visit row. 

The criteria for compliance:

- Patients needs to be seen at least once a month (regardless of visit type). If there are any months were a patient doesn't have a visit they are Non-compliant. 

- Patient need to record a Quarterly or Annual visit once every three months. If there are no quarterly or annual visits in a three month span they are also Not-compliant.

- If an empolyee has an Effective End Date entry they are designated Discharged

I hope this makes sense.

[ryan_mayu]

based on the sample data, two patients have end date, so the output is discharged. only cindy has two records and visit monthly, so we mark her as monthly visit, the rest leave blank, is that what you want?

[cnel]

Hi Ryan, The discharge output is correct. The "monthly" output is not correct. Monthly is a visit type.  The only 3 output categories would be Compliant, Not-compliant, or Discharged. If a patient had months were they were not seen then they would be not compliant. If a patient didn't have a a quarterly or annual visit every three months then they would be not-compliant.  This might be better to do as a measure instead of calc column. Most patients have multiple rows for each of their visit types on the respective dates. I essentially want to evaluate all of there dates and visit types and determine compliant, not compliant or discharched.