Process of Matching a Determination Package to a Client

The process of matching a determination package to a client begins with the retrieval of case and participant information for that client using his or her participant ID and case IDs (where the client is the primary client of those cases). It is important to note that the latest released Determination Package versions for the effective date are considered.

The system compares the information retrieved to the attributes associated with each determination package associated with the Decision Assist assessment. The process then diverges depending on whether or not the Decision Assist assessment is associated with an integrated case or a product delivery case.

If maintained at the Integrated Case level, the system continues as follows:

1. The system looks for Determination Packages where the Product attribute is blank. If all the determination packages have the Product attribute set, then an informational message is returned indicating that no match could be made.
2. The system then checks for age and/or gender matching by looking at the client's age and gender information and the Determination Package's Age and/or Gender attributes. If all the determination packages have these attributes set, but they do not match the client's information, then an informational message is returned indicating that no match could be made.
3. If a determination package has both an age and gender setting which matches the client's age and gender, then this will be matched to the client.
4. Alternatively, the system checks for determination packages with no product, gender, and/or age attributes which conflict and makes a match accordingly.
5. If no match can be made, an informational message is returned.

If the Decision Assist assessment is maintained at the product delivery level, then the process for matching a determination package is as follows:

1. The system first tries to match the Product attribute for a determination package to any products the client of the decision assist is a primary client of.
2. If the determination package has a matching product, the system then checks for age and/or gender matching. If no match is found, then an informational message is returned indicating that no match could be made.
3. Alternatively the system checks for determination packages with no product, gender, and/or age attributes which conflict and makes a match accordingly. If a determination package has no attributes set, then this will be matched to the client.
4. If no match can be made, an informational message is returned.