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90 Cards in this Set

  • Front
  • Back

***When you can write reports out of....

Caboodle rather than Clarity. Use Clarity if the information you are looking for is not in Caboodle.

Networking - EPT

ID


DOB


Coverage


Admitting/Attending Doc


Admit date


Department

Networking - CVG

Coverage Plans

Networking - SER

Admitting or Attending Doctor

Networking - DEP

Department

Dashboard Metrics - IDM

Dashboards

Dashboard Metrics - IDB

Components


Radar Table component

Dashboard Metrics - IDK

Dashboard Resources


Resources (Display)

Dashboard Metrics - IDN

Metric Definitions


- performance indicators


- goals


- external benchmarks

Dashboard Metrics - CSF

Cogito Summarized Facts (the ACTUAL data)

Dashboard Metrics - IDJ

Benchmark Query Configurations (SQL queries for a metric)

Metrics Definition - CSP

Storage

Where do Metrics get their data?????

Chronicles


Registries


Clarity


Caboodle


Datalink


Scheduled batch jobs


Manual data imports


Etc

When you allow multiple summary locations in a metric based component - how many resources (IDK) can be added to the component????

ONE - the resource field becomes a single response

How could you add more summary targets to the components????

Click the ADD button

Workbench Reports - HRX

Master file that stores ONE record for each data set of reports

Workbench Reports - HRN

Master file stores ONE record for each set of results

Why would you build a summary in Reporting Workbench instead of Slicer Dicer?

Summary MUST include data from today


Data you are reporting on is not extracted to Caboodle

Master File - HSQ

Master file that every report model is a record in

Operational Reports - traits

Time sensitive


Small in scale


Easily accessible (Hyperspace)


Actionable

Operational Reports - Tools

Application Reports:


Workflow specific, designed by Epic, some customization


Workbench Reports:


Not workflow specific, highly customizable

Analytical Reports - Traits

Comprehensive


Summarized


Standardized

Analytical Reports - Tools

Write SQL query to retrieve data from Clarity or Caboodle


Slicer Dicer can also query Caboodle.

Troubleshooting Workbench Reports

Run a Trace


- issues with a report search criteria


- false positives


- false negatives

***If you want to build a dashboard containing a metric based component...what records would you need and the order they MUST be built???

1 - IDN - Metric definition


2 - IDK - Dashboard Resources


3 - IDB - Component


4 - IDM - Dashboard

IDM

Dashboard


- points to a list of components

IDB

Component


- can reference many other records including Dashboard Resources and Workbench Reports

IDK

Dashboard Resources


- points to Metrics definition and can also link to a workbench report

IDN

Metric definition

HRN

Report Run


Report rules - Set of results can reference:


- report that generated it


- template used to build report


- columns displayed in results

HRX

Reports


Reports reference the templates that they were built and the columns to be displayed in the results

PAF

Column

HGR

Report Template


- points to all of the available and default columns


- does NOT contain a list of all the reports or runs generated from it

HRX

Slicer Dicer session


- lists all the files used in generating the population

FDS

Slicer Dicer Filter


- lists the different data models in which they can be used

FDM

Slicer Dicer data model


- does not list available filters

What do you USE to group by a PAF column?

Workbench Report Summary


Dashboard Workbench Summary

What do you USE to group by a FDS record?

Slicer Dicer

Where can you USE a percentage summarized function?

Slicer Dicer


Workbench Report Summary


Dashboard Workbench Summary


Component Metric

Where can you USE a bar graph?

Slicer Dicer


Workbench Report Summary


Dashboard Workbench Summary


Component Metric

Where can you USE a line graph (that won’t skip an interval without data)?

Slicer Dicer


Component Metric

What would you USE to include benchmarks from Epic peer groups?

Component Metric

What would you USE for Map Visualization?

Slicer Dicer

What would you USE for a Pie Chart?

Workbench Report Summary


Dashboard Workbench Summary


Component Metric

What would you USE for summarized Non-Epic data?

Slicer Dicer


Component Metric

Analytics Catalog

Place to search for dashboards and components by a TAG

Analytics Catalog - Content

Dashboards


Components


Workbench Reports & Models


Crystal Reports


WebI Reports

Dashboard Editor

Used to assign components to a dashboard

Dashboard Editor - Basic Information

Layout


Content


Parameters


Access

Dashboard Editor - Tasks

- Change the layout of a dashboard from 2 to 3 columns


- Add a component to a dashboard for all users

Component Editor

Used to enable a component for use on a dashboard


- consists of 5 sections (same for all components/vary based on component type)

Component Editor - Basic Information

Display


Data Source


Output Format


Access

Personalization

Add a component to just your dashboard

Dashboard Personalization

Example of a user rearranging the components on their dashboards

Component Personalization

Example of a user removing a link on a link component

Task - rearranging components on a dashboard - you’d USE????

Dashboard Editor


Personalization

Task - change the displayed title of a dashboard - you’d USE ???

Dashboard Editor


Personalization

Task - add a link (URL) to a link component - you’d USE????

Component Editor


Personalization

Task - change the color of a component - you’d USE????

Component Editor


Dashboard Editor


Personalization

Task - change the parameter values for the table and graph component - you’d USE????

Component Editor


Dashboard Editor


Personalization

What is Slicer Dicer?

- self service reporting tool


- for large data sets (ie. DRGs)


- for small data sets (ie. Appts)


- visualizing data (ie. Mapping)


- customizable - can build your own custom filters and data models

Slicer Dicer - NOT USED FOR

- looking at today’s data


- use without validation

Data linkage

Databases:


Chronicles TO Clarity


Clarity TO Caboodle


NonEpic data TO Caboodle

Chronicles - AKA Record Viewer

Hierarchical Database


- Treelike


- real time


- daily operations


- storage

Master Files

Patient Records

Record

Patients Folder

Contact

Admission Date

Item

Attending Providers

Line

First Attending Provider

Clarity - Clarity Dictionary

- Relational database


- for Reporting


- normalized

Clarity - Access using

SQL


- select, from, where, group by, having, order by

Caboodle - Caboodle Dictionary

- Relational database


- optimized for reporting and data exploration


-dimensional


- includes non epic data

Caboodle - Access using...

SQL


- select, from, where, group by, having, order by

How to Investigate a Record in Chronicles???

- item characteristics


- item numbers

Item Characteristics

- Item Number


- Networking


- Add Type


- Data Type


- Response Type

Item Numbers

Do NOT hold the same meaning across the master files

Item Numbers - Exceptions

Item .1 - stores records unique ID


Item .2 - stores records name (not every master file will have this)

Data Type - String

Free text

Data Type - Number

Integer or Decimal

Data Type - Date

Number of days since 12/31/1840

Data Type - Time

Number of seconds since midnight

Data Type - Instant

Number of seconds since midnight on 12/31/1840

Data Type - Category

Limited list of choices

Add Type - No Add

Data is valid across all contacts in a record


Example: SSN

Add Type - Response Each Time

Data must be entered into each contact.


ie: blood pressure

Add Type - Lookback

If data is not entered for a contact, the most recent value is recorded.


ie: Ob/Gyn status

Response Type - Single

One line of data


ie: city, state, zip code, county, county

Response Type - Multiple

More than one line of data


ie: address

Response Type - Related

Two or more items linked together- more than one line of data


ie: attending provider, from date/from time, to date/to time

Library

+ create/run reports


+ troubleshooting options


- only templates and reports


- only what a user has access to