How do I add risk and protective factors to a signal?

Overview

Factors tell Que what to look for. Risk factors flag participants who may need attention, and protective factors flag positive change. They’re configured the same way. Follow these steps.

Step 1: Add a risk factor

Under your signal, click Add Risk Factor. For each factor:

• Name it clearly, for example, “No recent service notes.”

• Select a Tier 2 form from the dropdown, for example, Case Notes.

• Select up to 5 fields from that form for Que to analyze.

• Write your Criteria Description (up to 500 characters). This is your mini AI prompt. See How do I write a good criteria description for a signal?

• Set Priority (optional) to rank the factor’s importance.

Step 2: Repeat as needed

You can add up to 5 risk factors per signal. Leave factors toggled off while you’re still building them.

Step 3: Add protective factors (optional)

Protective factors work the same way, but flag positive change. A signal only needs one risk factor to be viable, so protective factors are optional, though they’re encouraged for a strengths-based view. You can add up to 5.

Example: “Flag as protective when new dates appear in Date of Service every week, indicating active engagement.”

Good to know

Risk factors appear in an orange card in the doc folder. Protective factors appear in a green card.

What else do you need help with?

Not what you’re looking for? Navigate to back to the Early Intervention Signals Index.

How do I add a risk factor to a signal in Bonterra Que? | What is the difference between a risk factor and a protective factor? | How many risk factors can a signal have?