1. Introduction

Here's how we're approaching the task of taking all the CPHN common indicators and seeing where they map onto our current conception of objects and properties. We're starting with a list of a few key terms that we predict may be confusing or troublesome. We will give a a rationale of why we are using the terms and what they mean for the system.

After that we will go through the list of common indicators as described in the Guide For Common Indicators For Canadian Physician Health Programs (which can be found here on the Canadian Medical Association website.) We will classify the indicators into categories based on the type of history that someone would be taking to discover the indicator (i.e. family history, practice history etc.) Each category will have its own page so that we can see all the indicators that fall into each type of history.

Each variable to be collected will also have its own page containing the CPHN description of the indicator and some discussion about the term.

2. Key Terms

Here we are listing a few key terms that we think might cause confusion. We are aiming to provide a rationalization for why we have used these terms and why they are important in the case management system.

Term

Problem description

Contact

CiviCRM uses this term to mean a person or organization with whom one can make contact.
CPHN uses the term Contact to refer to a communication activity that is not yet a case.

Activity

CiviCRM uses this term to record and track interactions between people, such as meetings, phone calls or email.
We are using this term to refer to communication activities or recorded activities that are discovered in the context of communication activities. Most of the indicators on the CPHN list are what we call activities. For more explanation, please see the requirements document, found here. (Add anchor cs)

3. Summary Variable List For Common Indicators for Canadian Physician Health Programs.

Section I. Variables to be Collected for all Cases:

The CPHN document classifies the set of common indicators that should be collected for each client / individual to whom any service is provided, including information and education.

Common Indicator	Is this an activity?	Case/Contact	Proposed CiviCRM field	History Category	Notes
1. Unique Identifier		Case	id	Case History
2. Open Date	Activity	Case	activity_date_time	Case History
3. Close Date	Activity	Case	activity_date_time	Case History
4. Service Group	Activity	Contact	?	Occupational History	What professional group the client belongs to (i.i dentist, physician, lawyer ...)
5. Caller Role	Activity		contact_id_a	Roles	Not sure, because this does not refer to the relationship between the system user and the client, but rather the person who made initial contact with the PHP and the client. (Could be the client herself, or could be someone else)
6. Source for Contacts	Activity	Case	?	Case History	The question: How did you learn about the PHP? (The options presented by CPHN are: Personal information, professional information, internet reference, educational presentation by PHP, medical school information, professional literature, other referral source.)
7. Presenting Problem	Activity	Case	subject	Case History	This could change as the case progresses.
8. Service Provided	Activity	Case	activity_id	Case History	This will likely be a series of activities, and not one single activity.
9. Reason for Closure	Activity	Case	activity_id	Case History	This will be the end milestone activity.

Section II. Variables to be Collected from Individuals who Become Cases:

Common Indicator	Is this an activity?	Case/Contact	Category
10. Standardized tests used in identifying presenting problem	Activity	Case	Medical History
11. Medication and drug use profile	Activity	Contact	Substance Use History
12. Smoking status	Activity	Contact	Substance Use History
13. Problem Drugs (If Client's presenting problem is substance abuse or substance dependence)	Activity	Contact	Substance Use History
14. Case referral source	Activity	Case	Case History
15. Regulatory involvement	Activity	Case	Case History
16. Where referred to for service	Activity	Case	Case History

Section III. Case Characteristics (Personal)

Personal and professional case characteristics are recorded as they present when the client is first provided service by the PHP.

Common Indicator	Is this an activity?	Case/Contact	Category
17. Age: Year of Birth	Activity	Contact	Personal History
18. Gender		Contact	Personal Hitory
19. Current relationship status	Activity	Contact	Personal History
20. Spouse a physician?	Activity	Contact	Personal History
21. Marital History	Activity	Contact	Personal History
22. Caregiver roles	Activity	Contact	Personal History
23. Number of children	Activity	Contact	Personal History
24. Number of children living with client at least 25% of the time	Activity	Contact	Personal History
25. Ages of children	Activity	Contact	Personal History
26. Active spiritual practice	Activity	Contact	Personal History
27. Regular physical activity?	Activity	Contact	Personal History
28. Overall health status	Activity	Contact	Medical History
29. Regular family physician?	Activity	Contact	Medical History
30. If Yes, seen physician in the past year?	Activity	Contact	Medical History

Section IV. Case Characteristics (Professional)

Personal and professional case characteristics are recorded as they present when the client is first provided service by the PHP.

Common Indicator	Is this an activity?	Case/Contact	Category
31. Career stage	Activity	Contact	Occupational History
32. Where professional education obtained	Activity	Contact	Occupational History
33. Medical school of graduation, if Canada	Activity	Contact	Occupational History
34. Year of graduation	Activity	Contact	Occupational History
35. Total number of years in practice	Activity	Contact	Occupational History
36. Other advanced degree	Activity	Contact	Occupational History
37. Specialty certification (primary specialty practiced)	Activity	Contact	Occupational History
38. Certified in Addiction Medicine	Activity	Contact	Occupational History
39. Practice Addiction Medicine	Activity	Contact	Occupational History
40. Prescribing privileges	Activity	Contact	Occupational History
41. Employment status	Activity	Contact	Occupational History
42. Work hours per week	Activity	Contact	Occupational History
43. On call hours	Activity	Contact	Occupational History
44. Practice setting	Activity	Contact	Occupational History
45. Practice Activity	Activity	Contact	Occupational History
46. Type of income	Activity	Contact	Occupational History
47. Satisfaction with work situation	Activity	Contact	Occupational History
48. Changes in work situation	Activity	Contact	Occupational History
49. Community size	Activity	Contact	Occupational History

Section V. Client & Family History of Problems

Common Indicator	Is this an avtivity?	Activity Type	Case/Contact	Proposed CiviCRM field	Category
50. Client history and previous treatment or management	Activity		Contact		Medical History
51. History of problems in family	Activity		Contact		Family History

Section VI. Case Progress, Outcome and Termination

Measurement of progress and outcome depends on presenting problem, and measures will vary widely. Below are some general measures, and suggestions regarding more detailed measures.

Common Indicator	Suggested Measure	Contact/Case	Category
52. Referral accepted	Referral Acceptance	Case	Case Activity
53. Relapse	Progress for Addictive Disorders	Case	Substance Use History
54. Recurrence	Progress for Psychiatric Disorders	Case	Medical History
55. Standardized test Scoring	For Specific Problems Where There is a Standardized Test	Case	Case Activity
56. PHP rating of outcome	At Time of Termination of Case Contact	Case	Case Activity
57. Client satisfaction	At Time of Termination of Case Contact	Case	Case Activity
58. Satisfaction with work situation	For Work Related Problems	Case	Occupational History
59. Date of death	In Case of Client Death	Contact	Medical History
60. Cause of death	In Case of Client Death	Contact	Medical History
61. Was the cause of death related to the presenting problem?	In Case of Client Death	Case	Medical History

CiviCase - Mapping to CPHN Common Indicators