Class overview Flashcards
File Hierarchy
Analytics Catalog
a central repository of all reporting content. Everything you build in this class can be found in the Analytics Catalog
Dashboard Editor
create and edit source dashboard records; Basic Information Layout Content Resource Settings Parameters Access
Display title
End users see the display title in the Analytics Catalog and when they view a dashboard.
Description
End users may read this description about the dashboard in the Analytics Catalog
Owning application
The application responsible for maintaining this dashboard.
Name
These names are used when you add components in the Content section of the
Dashboard Editor.
The name will appear at the top of the region only if the “Group components” checkbox is selected and “Show Name” is set to Yes.
Group
components
Group components by their region and allow the region to display a label above the components it contains. If this is not selected, users will never see the region names.
Orientation
Orientation determines how new components are stacked. If you are using a column view or the Three Pane View, orientation is vertical. If you are using a row view, orientation is horizontal.
Region Color
The background color will only take effect if the layout is set to group components
Region
Enter the component’s dashboard region. The options are the regions specified in the Layout form. If you entered names on that form, the names appear here. If
not, the regions are numbered. When multiple components are in the same region, they appear in the order they are listed in the Content form.
Copy and Edit
Copy the selected component and open the copy in the Component Editor. The selected component is replaced with the new copy.
F4
insert a blank line in your table
of components.
SHIFT + F4
To remove a line
Dashboard types
In the Dashboard Launcher, dashboards are organized by these types.
Ready for use
This must be selected for any user, even the dashboard builder, to open and view
the dashboard. In addition, all components on a dashboard must be marked as
Ready for use before the dashboard can be marked as Ready for use.
Enabled for user selection
Select this when you want the dashboard to be available in the Analytics Catalog
Source Record
If the component was copied from another component, the read‐only original component displays here
Display format
the component type
Data Source
Choose what data to use as the content for this component. Data source options vary by component type.
Owning application
The application team responsible for maintenance of this component. This field is purely informational and has no impact on user access
Launch activity
Enter the activity descriptor for the Hyperspace activity that launches if a user clicks the component header
Icon
During Hyperspace installation, a directory will be created for your organization to store icons and images. You may refer to this directory in the Icon field.
Refresh interval
﴾minutes﴿
Enter how often, in minutes, you want the component to refresh its data. If there is no value set in this field, the component will never refresh automatically.
Allow users to refresh
Select this check box if you want to include a button that users can click to refresh the component’s data
Show last refresh time
Select this check box if you want to display the last time the component’s data was refreshed.
Allowed report groups
Control Content (Access) End users with a report group listed here can add this component to their dashboards.
Allowed user types
Control Funionality (Access) End users with a user type listed here can add this component to their dashboards.
Ready for use
(Access) Select this check box if the component is ready for use.
IDM
Dashboard
Points to a list of components
IDB
Compnent
Can reference many other records including:
Dashboard resources
Workbench reports
HRN
Report Run Set of results can reference: Report which generated it Template used to build the report Columns displayed in the results
HRX
Report or Slicerdicer Session
Reports reference the templates from which they were built and the columns to be displayed in the results
SlicerDicer Sessions
Lists all the filers used in generating the population
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
PAF
Column
Created at the template level and edit report level
IDK
Dashboard resource
Points to metric definition
Can also link to Workbench reports
IDN
Metric Definition
FDS
SlicerDicer Filter
Lists the different SlicerDicer data models in which they can be used
FDM
SlicerDicer Data Model
Does not list available filters
Template
The template is a record in the HGR master file, and all reports built from the same template have a few key characteristics in common:
Search Master File: The template defines the Chronicles master file that the search is based in. All reports from the same template return results from this master file.
Search Engine: Workbench templates designed to search through Chronicles data will use the Ad Hoc search engine to do so. Some templates will use a SQL search engine to retrieve data from Clarity or Caboodle first, and then use the Ad Hoc search engine to refine the data based on Chronicles data
Report
Reports are records in the HRX master file. Users with appropriate security can build many reports from available templates. The most common settings a user will save in a report are:
Criteria: Users define the search parameters of the report, the date range, and the logic between criteria.
Display: Users can pick from available display elements or create their own display columns to decide what to show users running a given report.
Access: Reports can be private or public, and have some sharing features which allow an author to pick the correct audience for the data being retrieved.
Results
Results are records in the HRN master file. Every time a report is run, a new HRN is generated to display the results. HRN records can be saved and even customized by the consumer, but they are ultimately temporary, and all HRN records eventually get purged from the system a few months after they expire.
While they exist, end users can do some customization of the results including:
Sorting
Filtering
No amount of filtering on the results can ever return data that wasn’t returned by the original run of the report.
Saving a view
After applying sorting and filtering, a user can save their cosmetic changes so that the next time they run the same report, the results already have their preferred display settings.
Chronicles
Hierarchical database (“tree like”)
Real-time
Daily operations
Storage
Chronicles Structure
Chronicles -> Master File -> Record -> Contact -> Items -> Line ->
Master File
Chronicles Structure
patient records
Record
Chronicles Structure
individual patient folder
Contact
Chronicles Structure
ex; admission
Items
Chronicles Structure
ex; attending providers
Line
Chronicles Structure
ex; first attending provider
Clarity
Relational database - stored in tables, queries with SQL
for reporting
Normalized - with minimal redundancy
Caboodle
Relational database
Optimized for reporting and data exploration
Dimensional - designated for ease of use
Includes non-Epic data
Investigating Data hierarchy
Chronicles (reecord viewer) ->
Clarity (Clarity Dictionary) ->
Caboodle (Caboodle Dicationary)
!(SlicerDicer Data Lineage across all)!
Item Numbers
Item numbers do not hold meaning across master files
For example, EPT 50 is the patient’s address but SER 50 is provider subgroup
There are two exceptions
Item .1 (read “Dot 1”) stores the record’s unique ID
Item .2 (read “Dot 2”) stores the record’s name
Not every master file has a .2 item
Data Types
String Number Date Time Instant Category
String
Free-text
Number
Integer or decimal
Date
Number of days since 12/31/1840
Time
Number of seconds since midnight
Instant
Number of seconds since midnight on 12/31/1840
Category
Limited list of choices
- Makes the data discrete
Item .1
record’s unique ID
Item .2
record’s name
No Add
Add-Type
Data is valid across all contacts in a record
Example: SSN or Birthdate
NO overtime
Response Each Time
Add-Type
Data must be entered for each contact
Example: Blood Pressure
OVERTIME
Lookback
Add-Type
If data isn’t entered for a contact, the most recent value is recorded
Example: OB/GYN Status
OVERTIME
CSF
Cogito Summarized Facts (The actual data)
Lists of numbers, what other metrics point to
Registries
Registries collect data for entities that all have something in common, such as patients with asthma.
What is the difference between a metric definition (IDN) and the Dashboard resource (IDK)?
IDN - logic, calculation, instructions for CSF
IDK - Display, presentation, what we see on the dash its self
Where can you go to research Epic-release met5rics to use in your build?
Userweb > Cogito Benchmarking topic
When do summary level (e.g. Dept or Service Area) and Summary Target specified on a dashboard override a component’s settings?
When you have checked the override box, in the resource box in the dashboard editor, dynamic location method for the component.
Why use Reporting workbench in place of SlicerDicer?
When you need real-time info, or when it is not in Caboodle or actions on the data, details first
Radar
File Network Pathway
IDM Dashboard > IDB Component
Metrics
File Network Pathway
IDM Dashboard > IDB Component > IDK DB Resource > IDN Metric Definition
Reporting Workbench
File Network Pathway
HRN Report Run > HRZ Report > HGR report Template > PAF Column
SlicerDicer
File Network Pathway
HRX SlicerDicer Session > FDS SlicerDicer Filter > FDM SlicerDicer Data Model
Summarization Functions
Count Count Unique Sum Average (aggregate functions ignore NULL, or blank, values) Percentage
“Why is this report returning these results?”
Issue with report search criteria
False positives
False negatives
Solution: Run a trace
Who needs a Provider (SER) record?
C - has Credentials
A - Authorizes orders
R - can be Referred to so send Referrals
S - can be Scheduled
Dashboard Settings
Allows a user to revert previous customizations or change parameters used by a report on your dashboard
Create Component
Allows a user to build a new custom component just for their own view
Edit Layout
enables the same “Edit mode” as clicking the wrench icon in the View Manger
Reconciliation
happens whenever a user creates or launches a view. Reconciliation checks the associated
source dashboard and components underlying the view to determine what has changed.
Activity descriptor & Field
The Active activity descriptor field displays for your currently active Hyperspace activity.
