Dashboard Indicators

Overview

Form: NG-HTS 001 Client Intake  |  Version: v1.6  |  Country: Nigeria

This page documents the dashboard indicators that can be derived from the HTS 001 Client Intake refinery models. Each indicator follows the QED indicator template format: goal, definitions, numerator, denominator, disaggregations, visualization type, and data source. Indicators are grouped by thematic area matching the sections of the physical form.

No refinery SQL models were provided for this form. The indicators below are derived from the form’s field definitions, clinical logic, and standard HTS programme indicator frameworks (Nigeria PEPFAR/NASCP). Column names used in numerator and denominator definitions reflect the expected clean dataset column names based on the XLSForm variable names. This page will be updated automatically when refinery model files are added to the repository.

Table 1
Indicator Index β€” HTS 001 Client Intake
# Indicator Name Thematic Area Visualization
1 Total HTS clients tested Testing volume Count / time series
2 HIV positivity rate Testing outcomes Proportion / bar
3 First-time testers proportion Testing outcomes Proportion
4 Index testing yield Testing outcomes Proportion / bar
5 Knowledge Assessment completion rate Pre-test counseling Proportion
6 Mean Knowledge Assessment score Pre-test counseling Mean / distribution
7 Personal Risk Assessment completion rate Risk assessment Proportion
8 High-risk clients (Personal Risk Score β‰₯ 1) Risk assessment Proportion / bar
9 TB screening completion rate TB screening Proportion
10 TB symptom burden (score β‰₯ 1) TB screening Proportion / bar
11 STI screening completion rate STI screening Proportion
12 STI symptom burden (score β‰₯ 1) STI screening Proportion / bar
13 Sex Partner Risk Assessment completion rate Sex partner risk Proportion
14 Post-test counseling completion Post-test counseling Proportion / bar
15 Condom provision rate Post-test counseling Proportion / bar
16 PrEP referral rate Linkage Proportion / bar
17 Syphilis test positivity rate Laboratory Proportion
18 CD4 testing coverage among HIV-positive clients Laboratory Proportion

πŸ“Š Testing Volume

1. Total HTS Clients Tested

Goal: Monitor testing throughput over time and across facilities to assess programme reach and identify underperforming sites.

Table 2
Element Detail
Numerator Count of all records where `discard_page` β‰  1 and `date_visit_clean` IS NOT NULL β€” i.e. every submitted, non-discarded client intake record.
Denominator N/A β€” this is a count indicator.
Disaggregations Facility name (`facility_name`); State (`facility_state`); LGA (`facility_lga`); Visit month (`visit_month`); Visit year (`visit_year`); Testing setting (`testing_setting`); Type of session (`type_consueling`); Sex (`sex`)
Definition of terms `discard_page` = 1 means the clinician marked the discard bubble β€” the entire photopack should be excluded. A non-null `date_visit_clean` confirms the visit date was successfully OCR-read and parsed.
Visualization Line chart (time series) for overall trend; bar chart disaggregated by facility or state for site comparison.
Frequency Daily.
Data source refinery_clean

πŸ§ͺ Testing Outcomes

2. HIV Positivity Rate

Goal: Identify facilities, settings, and population groups with elevated HIV positivity to guide targeted testing resource allocation.

Table 3
Element Detail
Numerator Count of records where `hiv_test_result` = 'positive'.
Denominator Count of records where `hiv_test_result` IS NOT NULL (i.e. a test result was recorded β€” either positive or negative).
Disaggregations Facility; State; LGA; Visit month; Testing setting (`testing_setting`); Modality (`modality`); Sex (`sex`); Age group (derived from `age`: <15, 15–24, 25–34, 35–49, 50+); First-time tester (`first_time_visit`); Type of session (`type_consueling`)
Definition of terms HIV Test Result is recorded in `hiv_test_result` with values 'negative' or 'positive'. Records where the field is NULL (OCR uncertain or blank) are excluded from both numerator and denominator to avoid deflating the rate.
Visualization Bar chart by facility with a reference line showing the national/state average positivity rate; stacked bar disaggregated by sex.
Frequency Daily.
Data source refinery_clean

3. First-Time Testers Proportion

Goal: Track programme reach among individuals who have never previously been tested for HIV β€” a key PEPFAR coverage indicator.

Table 4
Element Detail
Numerator Count of records where `first_time_visit` = 'yes'.
Denominator Count of records where `first_time_visit` IS NOT NULL.
Disaggregations Facility; State; LGA; Visit month; Testing setting; Sex (`sex`); Age group (from `age`)
Definition of terms `first_time_visit` = 'yes' indicates the client has never previously received an HIV test. Records where the field is NULL are excluded from both counts.
Visualization Proportion displayed as a single KPI number with trend sparkline; bar chart by facility for site comparison.
Frequency Daily.
Data source refinery_clean

4. Index Testing Yield

Goal: Assess the effectiveness of index testing as a case-finding strategy β€” clients identified through an index case typically have higher HIV positivity.

Table 5
Element Detail
Numerator Count of records where `index_client` = 'yes' AND `hiv_test_result` = 'positive'.
Denominator Count of records where `index_client` = 'yes' AND `hiv_test_result` IS NOT NULL.
Disaggregations Facility; State; Relation with index client (`relation_with_index_client`: biological, sexual, social); Visit month
Definition of terms An index client is one identified through contact tracing of a known HIV-positive person (`index_client` = 'yes'). The relation with the index case is recorded in `relation_with_index_client` (biological, sexual, or social contact).
Visualization Bar chart comparing positivity rate for index-tested vs non-index-tested clients; breakdown by relationship type.
Frequency Daily.
Data source refinery_clean

πŸ“‹ Pre-Test Counseling Quality

5. Knowledge Assessment Completion Rate

Goal: Monitor whether all six knowledge assessment items are being completed by counsellors β€” a proxy for counseling session quality.

Table 6
Element Detail
Numerator Count of records where `knowledge_assessment` IS NOT NULL (score was recorded).
Denominator Count of all valid (non-discarded) records.
Disaggregations Facility; State; Visit month; Testing setting
Definition of terms `knowledge_assessment` is a single digit box recording the clinician-computed sum of all 6 knowledge items (max = 6). A non-null value indicates the score was written and successfully OCR-read.
Visualization Proportion as KPI with trend over time; bar chart by facility to identify sites with low completion.
Frequency Daily.
Data source refinery_clean

6. Mean Knowledge Assessment Score

Goal: Track average pre-test HIV knowledge among clients to evaluate counseling effectiveness and identify populations needing enhanced education.

Table 7
Element Detail
Numerator Sum of `knowledge_assessment` across all records where the score is not null and is between 0 and 6.
Denominator Count of records where `knowledge_assessment` IS NOT NULL AND `knowledge_assessment` BETWEEN 0 AND 6.
Disaggregations Facility; State; Visit month; Sex (`sex`); Age group (from `age`); First-time tester (`first_time_visit`)
Definition of terms The Knowledge Assessment Score is the clinician-recorded sum of the 7 binary items in Section A (max = 6, since `previousTestedHIVNegative` is listed but counts of items = 6 counseling topics). Scores flagged by the DQA pipeline as inconsistent with individual item responses are retained but annotated.
Visualization Distribution histogram of scores; mean score as KPI; line chart of mean score over time by facility.
Frequency Daily.
Data source refinery_clean

⚠️ Risk Assessment

7. Personal Risk Assessment Completion Rate

Goal: Monitor whether the 9-item personal risk assessment is consistently completed β€” a required step before HIV testing in the standard protocol.

Table 8
Element Detail
Numerator Count of records where `risk_assessment` IS NOT NULL.
Denominator Count of all valid (non-discarded) records.
Disaggregations Facility; State; Visit month; Testing setting
Definition of terms `risk_assessment` is the clinician-recorded sum of the 9 personal HIV risk items in Section B (max = 9). A non-null value indicates the score was written on the form and successfully read by OCR.
Visualization Proportion as KPI; bar chart by facility highlighting sites below a threshold (e.g. < 80% completion).
Frequency Daily.
Data source refinery_clean

8. High-Risk Clients (Personal Risk Score β‰₯ 1)

Goal: Identify the proportion of clients presenting with at least one personal HIV risk factor β€” per protocol, these clients should be recommended for HIV testing and, if negative, re-testing after 3 months.

Table 9
Element Detail
Numerator Count of records where `risk_assessment` >= 1.
Denominator Count of records where `risk_assessment` IS NOT NULL AND `risk_assessment` BETWEEN 0 AND 9.
Disaggregations Facility; State; Visit month; Sex (`sex`); Age group (from `age`); HIV Test Result (`hiv_test_result`)
Definition of terms A client is considered high-risk if their Personal HIV Risk Assessment Score (`risk_assessment`) is 1 or more. The score is the sum of 9 binary risk behaviour items from Section B. Per the clinical rule printed on the form, clients with score β‰₯ 1 whose last HIV test was more than 3 months ago should be offered testing.
Visualization Proportion as KPI; stacked bar showing score distribution (0, 1–3, 4–6, 7–9) by facility.
Frequency Daily.
Data source refinery_clean

🫁 TB Screening

9. TB Screening Completion Rate

Goal: Monitor whether all HTS clients are being screened for TB symptoms β€” a mandatory co-infection screening step in the Nigerian HTS protocol.

Table 10
Element Detail
Numerator Count of records where `tb_screening` IS NOT NULL.
Denominator Count of all valid (non-discarded) records.
Disaggregations Facility; State; LGA; Visit month
Definition of terms `tb_screening` is the clinician-recorded sum of the 5 TB symptom items in Section C (max = 5): current cough, weight loss, fever, night sweats, lymphadenopathy. A non-null value means the screening was completed and the score was written and read.
Visualization Proportion as KPI with facility-level bar chart.
Frequency Daily.
Data source refinery_clean

10. TB Symptom Burden (Score β‰₯ 1)

Goal: Identify the proportion of HTS clients presenting with at least one TB symptom and therefore requiring referral for Xpert MTB/RIF testing or TB services.

Table 11
Element Detail
Numerator Count of records where `tb_screening` >= 1.
Denominator Count of records where `tb_screening` IS NOT NULL AND `tb_screening` BETWEEN 0 AND 5.
Disaggregations Facility; State; Visit month; HIV Test Result (`hiv_test_result`); Sex (`sex`)
Definition of terms Per the clinical rule on the form: if TB screening score >= 1, the client should be tested for Xpert MTB RIF or referred to a TB service. The five constituent symptoms are: `current_cough`, `weight_loss`, `fever`, `night_sweats`, `lymphadenopathy` β€” each scored 0 (No) or 1 (Yes).
Visualization Proportion as KPI; bar chart by facility; cross-tabulation with HIV Test Result to show TB/HIV co-burden.
Frequency Daily.
Data source refinery_clean

πŸ”¬ STI Screening

11. STI Screening Completion Rate

Goal: Monitor whether syndromic STI screening is consistently completed for all HTS clients, as required by the Nigerian HTS protocol.

Table 12
Element Detail
Numerator Count of records where `sti_screening` IS NOT NULL.
Denominator Count of all valid (non-discarded) records.
Disaggregations Facility; State; Visit month; Sex (`sex`)
Definition of terms `sti_screening` is the clinician-recorded sum of the 5 STI symptom items in Section C (max = 5). A non-null value means the syndromic STI screening was completed.
Visualization Proportion as KPI; bar chart by facility.
Frequency Daily.
Data source refinery_clean

12. STI Symptom Burden (Score β‰₯ 1)

Goal: Identify the proportion of HTS clients presenting with at least one STI symptom and therefore requiring referral for syndromic STI management.

Table 13
Element Detail
Numerator Count of records where `sti_screening` >= 1.
Denominator Count of records where `sti_screening` IS NOT NULL AND `sti_screening` BETWEEN 0 AND 5.
Disaggregations Facility; State; Visit month; Sex (`sex`); HIV Test Result (`hiv_test_result`)
Definition of terms Per the clinical rule on the form: if STI screening score >= 1, the clinician should follow syndromic STI management guidelines or refer. The five items are sex-differentiated: vaginal discharge, lower abdominal pain (female); urethral discharge, scrotal swelling (male); and genital sore / inguinal lymphadenopathy (any sex).
Visualization Proportion as KPI; bar chart by facility; breakdown by sex to identify sex-specific STI burden patterns.
Frequency Daily.
Data source refinery_clean

πŸ‘« Sex Partner Risk

13. Sex Partner Risk Assessment Completion Rate

Goal: Monitor whether Section D (sex partner risk) is being completed β€” clients with a score β‰₯ 1 who test HIV negative should be referred for PrEP services per protocol.

Table 14
Element Detail
Numerator Count of records where `sex_partner_risk_assessment` IS NOT NULL.
Denominator Count of all valid (non-discarded) records.
Disaggregations Facility; State; Visit month
Definition of terms `sex_partner_risk_assessment` is the clinician-recorded sum of the 7 sex partner risk items in Section D (max = 7). Questions ask whether the client has had sex with an HIV-positive partner meeting specific clinical criteria (on ARV with unsuppressed VL, newly diagnosed, LTFU-returned, etc.).
Visualization Proportion as KPI; bar chart by facility.
Frequency Daily.
Data source refinery_clean

πŸ’¬ Post-Test Counseling

14. Post-Test Counseling Completion

Goal: Verify that all tested clients receive post-test counseling, risk reduction planning, and disclosure planning β€” key quality-of-care indicators.

Table 15
Element Detail
Numerator Count of records where `post_test_counseling` = 1 AND `risk_reduction` = 1 AND `post_test_disclosure` = 1.
Denominator Count of records where `hiv_test_result` IS NOT NULL (a test was conducted).
Disaggregations Facility; State; Visit month; HIV Test Result (`hiv_test_result`); Sex (`sex`)
Definition of terms Full post-test counseling is defined as completion of all three mandatory post-test steps: (1) `post_test_counseling` = 1 (counseling done), (2) `risk_reduction` = 1 (risk reduction plan developed), (3) `post_test_disclosure` = 1 (disclosure plan developed). Each field is a binary 0/1 oval question.
Visualization Proportion as KPI broken down by HIV result (positive vs negative clients may have different counseling requirements); bar chart by facility.
Frequency Daily.
Data source refinery_clean

15. Condom Provision Rate

Goal: Monitor condom provision as a prevention service delivery indicator β€” all clients should be offered condoms at the conclusion of the HTS session.

Table 16
Element Detail
Numerator Count of records where `condom_provided_to_client` = 1.
Denominator Count of records where `hiv_test_result` IS NOT NULL.
Disaggregations Facility; State; Visit month; HIV Test Result (`hiv_test_result`); Sex (`sex`)
Definition of terms `condom_provided_to_client` is a binary 0/1 oval field. When 1, the number of condoms distributed is additionally captured in `condom_provided_to_client_count` (integer, 2-box digit field). Lubricant provision is captured separately in `lubricant_provided_to_client` and `lubricant_provided_to_client_count`.
Visualization Proportion as KPI; mean condom count per client as supplementary metric; bar chart by facility.
Frequency Daily.
Data source refinery_clean

πŸ’Š Linkage to Services

16. PrEP Referral Rate

Goal: Track the proportion of HIV-negative high-risk clients referred for PrEP β€” a key prevention cascade indicator under the Nigerian PEPFAR programme.

Table 17
Element Detail
Numerator Count of records where `prep_referred` = 1.
Denominator Count of records where `hiv_test_result` = 'negative' AND (`risk_assessment` >= 1 OR `sex_partner_risk_assessment` >= 1).
Disaggregations Facility; State; Visit month; Sex (`sex`); Age group (from `age`)
Definition of terms Per the clinical rule printed on the form: HIV-negative clients with a Personal HIV Risk Assessment Score >= 1 or a Sex Partner Risk Assessment Score >= 1 in Section D should be referred for PrEP services. `prep_referred` = 1 indicates a referral was made and recorded.
Visualization Proportion as KPI; bar chart by facility to identify sites with low PrEP referral uptake; trend line over time.
Frequency Daily.
Data source refinery_clean

🧫 Laboratory Results

17. Syphilis Test Positivity Rate

Goal: Monitor syphilis co-infection burden among HTS clients β€” particularly important for PMTCT programmes and key populations.

Table 18
Element Detail
Numerator Count of records where `syphilis_test_result` = 'reactive'.
Denominator Count of records where `syphilis_test_result` IS NOT NULL (either 'reactive' or 'non_reactive' was recorded).
Disaggregations Facility; State; Visit month; Sex (`sex`); HIV Test Result (`hiv_test_result`); Age group (from `age`)
Definition of terms `syphilis_test_result` is a single-select oval field with options 'non_reactive' and 'reactive'. Records where the field is NULL (not completed or OCR uncertain) are excluded from both numerator and denominator. Cross-tabulation with `hiv_test_result` reveals HIV/syphilis co-infection.
Visualization Proportion as KPI; bar chart by facility; cross-tabulation with HIV result as stacked bar.
Frequency Daily.
Data source refinery_clean

18. CD4 Testing Coverage Among HIV-Positive Clients

Goal: Monitor the proportion of newly identified HIV-positive clients who receive CD4 testing β€” an indicator of ART eligibility assessment completeness.

Table 19
Element Detail
Numerator Count of records where (`cd4_semi_quantitative` IS NOT NULL OR `cd4_flow_cytometry` IS NOT NULL).
Denominator Count of records where `hiv_test_result` = 'positive'.
Disaggregations Facility; State; Visit month; CD4 result category: low (≀200 cells/m3 by semi-quantitative or flow cytometry ≀200) vs high (>200)
Definition of terms CD4 testing is only applicable for HIV-positive clients. Two methods are captured: (1) `cd4_semi_quantitative` β€” a single-select oval with options 'lessThan200' (≀200 cells/m3) or 'over200' (>200 cells/m3); (2) `cd4_flow_cytometry` β€” a 4-digit box for the exact count. A client is considered tested if either method has a non-null value.
Visualization Proportion as KPI; bar chart of CD4 category distribution (≀200 vs >200) among positive clients by facility.
Frequency Daily.
Data source refinery_clean

Indicator Reference Table

Table 20
All Indicators β€” Quick Reference
# Indicator Key column(s) Type Refinery model
1 Total HTS clients tested discard_page, date_visit_clean Count refinery_clean
2 HIV positivity rate hiv_test_result Proportion refinery_clean
3 First-time testers proportion first_time_visit Proportion refinery_clean
4 Index testing yield index_client, hiv_test_result, relation_with_index_client Proportion refinery_clean
5 Knowledge Assessment completion rate knowledge_assessment Proportion refinery_clean
6 Mean Knowledge Assessment score knowledge_assessment Mean refinery_clean
7 Personal Risk Assessment completion rate risk_assessment Proportion refinery_clean
8 High-risk clients (Risk Score >= 1) risk_assessment Proportion refinery_clean
9 TB screening completion rate tb_screening Proportion refinery_clean
10 TB symptom burden (score >= 1) tb_screening Proportion refinery_clean
11 STI screening completion rate sti_screening Proportion refinery_clean
12 STI symptom burden (score >= 1) sti_screening Proportion refinery_clean
13 Sex Partner Risk Assessment completion rate sex_partner_risk_assessment Proportion refinery_clean
14 Post-test counseling completion post_test_counseling, risk_reduction, post_test_disclosure Proportion refinery_clean
15 Condom provision rate condom_provided_to_client, condom_provided_to_client_count Proportion refinery_clean
16 PrEP referral rate prep_referred, hiv_test_result, risk_assessment Proportion refinery_clean
17 Syphilis test positivity rate syphilis_test_result Proportion refinery_clean
18 CD4 testing coverage (HIV+) cd4_semi_quantitative, cd4_flow_cytometry Proportion refinery_clean
ImportantImportant notes for dashboard developers
  • NULL handling: All proportion indicators should exclude records where the relevant field is NULL from both numerator and denominator unless the indicator explicitly measures completeness (in which case NULL counts as incomplete and the denominator is all records).
  • Discard exclusion: All indicators should filter out records where discard_page = 1 before any calculation.
  • Score range filtering: Indicators based on assessment scores (knowledge_assessment, risk_assessment, tb_screening, sti_screening, sex_partner_risk_assessment) should additionally filter to records where the score is within its valid range (e.g. tb_screening BETWEEN 0 AND 5) to exclude DQA-flagged outliers.
  • Date grouping: Use visit_month and visit_year from the refinery model for time series β€” these are stable derived columns that fall back to submission date when date_visit_clean is invalid.
  • Conditional fields: recencyTest, cd4_semi_quantitative, cd4_flow_cytometry are only applicable for HIV-positive clients. Always gate these indicators with hiv_test_result = 'positive' in the denominator.