Touchpoints data model

The Touchpoints data model shows how the data sets in the Touchpoints folder relate to each other. The data model determines the report behavior you can expect to see when you use the data sets to create reports.

Data model

Touchpoint data model diagram

In the diagram, you see the Individual Demographics data set. This data set represents the client.

Remember: Touchpoint is the primary data set. You must use data items from this data set when you join Touchpoint data sets in reports. The report displays a single row for each join.
Table 1. Touchpoint data sets and their relationships
Data set relationship Description Report behavior
Individual Demographics ←→ Touchpoint
  • A client has zero or more touchpoints.
  • The touchpoint is associated with one client.
  • A single row displays for each touchpoint recorded for the client.
  • If a client has no touchpoints, the Touchpoint data items display empty cells.
Touchpoint ←→ Users
  • A user is associated with zero or more touchpoints.
  • A touchpoint is associated with one user.
  • If a user is associated with one or more touchpoints, a single row displays for each touchpoint.
  • If a user has no associated touchpoint, the Touchpoints data items display empty cells.
Touchpoint ←→ Touchpoint Comment
  • A touchpoint has one or more comments.
  • A touchpoint comment is associated with one user.
  • A single row displays for each touchpoint comment.
    Note: The first comment associated with a touchpoint is the touchpoint text. Subsequent comments added to the touchpoint are displayed in separate rows.
Touchpoint ←→ Individual Identification
  • A touchpoint is associated with zero or more individual identifications.
  • An individual identification is associated with one or more touchpoints.
  • If a touchpoint is associated with multiple individual identifications, a single row displays for each individual identification.
  • If a touchpoint has no associated individual identifications, the individual identification data items display empty cells.
Touchpoint ←→ Touchpoints By Programs ←→ Individuals In Programs
  • A touchpoint has zero or more associated programs.
  • A touchpoint is associated with zero or more touchpoints.
  • If a touchpoint has multiple associated touchpoints, a single row displays for each touchpoint.
  • If a touchpoint has no associated programs, the Touchpoints By Programs data items display empty cells.
  • Use the Touchpoints and Individuals in Programs data sets to display programs with and without client touchpoints.
  • Use the Touchpoints By Program data set to display only touchpoints with associated programs.
Touchpoint ←→ Individual Tags
  • A touchpoint is associated with zero or more individual tags.
  • An individual tag is associated with one or more touchpoints.
  • If a touchpoint is associated with multiple individual tags, a single row displays for each record.
  • If a touchpoint has no associated individual tags, the Individual Tags data items display empty cells.
Individual Demographics ←→ Care Team
  • A client has zero or more care team members.
  • The care team is associated with one client.
  • If a client has one or more touchpoint, a single row displays for each record.
  • If a client has no touchpoint, the Touchpoint data items display empty cells.
Care Team ←→ Primary Care Team Member
  • A care team member is or is not a primary care team member.
  • A single row displays for each primary care team member.
  • If a care team member does not fulfill the primary role on the care team, the Primary Care Team Member data items display empty cells.