COG 170 Flashcards
Category Editor
Can go to edit categories, see where category lists are stored. Can go here if not all categories are being shown (i.e. 100 of 107 displaying)
Item Numbers
Do not hold meaning across master files EXCEPT Item.1 (unique ID) and item.2 ( record’s name). Not every master file has a .2 item
Add types
Record specific or Contact specific
1. No-Add (RECORD SPECIFIC)
- if you make a change, its true for WHOLE record (SS #)
2. Response Each Time (BP)- CONTACT SPECIFIC
3. Lookback- CONTACT SPECIFIC
- if data isn’t entered, the most recent value is recorded
Over time Add types
- Look back
- Response each time
Response type
Determines how many responses an item can hold at once
1. Single
2. Multiple
3. Related
- 2 ore more distinct items that are linked and reliant on each other
Ex. “attending provider” and then a list of providers
Network item
ways to indicate there are more related data
Ex. one master file linking to another master file by referencing a record somewhere in chronicles
Ex: in a patients record, there could be names of providers, dept, insurance. Those are all different master files that appear linked to the same chart. These are all network items (SER vs EPT vs DEP)
Indexing
some chronicles items are indexed (pre grouped data) to improve performance
1. The Item Information window for that item contains an “Indexed” field, set to true.
2. The item’s definition in Item Editor contains an “Indexing” category.
3. Hovering over the item in the Record Viewer shows “Has Index” in the help text.
Workbench Report
Component Editor
Action where you create and edit components
Designer UI
Where you build dashboards and components- lunch tray button on top
Workbench Template
a record in HGR
- not a report, cannot be run
- stores the list of options you may use to build a report
Workbench Report
A record in HRX
- reports are created from templates
- saved set of criteria and display elements (columns and summaries)
Workbench Result
what you see after you run the report ( data that generates)
- this is a RECORD HRN
Record Viewer
Use the Record Viewer to view data from a record in Chronicles
Which parameters respect the date range on a workbench report?
Over time Parameters (time sensitive). Can be identified by clock icon
Where do you add a column to a Report in RW that doesn’t exist?
Column Editor. Then add column by searching for Master file/ extension
How does WB report summaries group data?
By data displayed (output) not by data retrieved (input)
- Ex: Age ( same input/metric) but can be displayed in years, OR weeks, months etc. will be grouped by whatever the data is displaying
Report Models
Nearly done reports created by EPIC that are generalized bc each institution will have their own unique needs (think of cake at a bakery vs making your own cake).
- It is a RECORD that CANNOT be edited unless built from a report model
Link Component
Manual
Report listing
Update automatically;
Workbase summary table/graph component/ data source option
- Can use table or graph
- if its Slicer dicer, need to use graph since its a visual output
Report data source option
specifies the reporting workbench report template, report and summary from which the component will pull its data
Component threshold colors
Evaluated from top to bottom- if two ranges have the an overlap (0-10, 10-20), whichever criteria is above will take hold.
Badges
Easily digestible graphic that represents a single data point from a table or graph component
Dashboard Metrics
What you use for KPI metrics
KPI resource options
Use hisotrical trends for record type- then select metric of whichever metric you want to look at
IDM
Dashboard INI masterfile- I da momma
Act as frames in which components are edited
can control dashboard wide, the summary levels and targets of displayed data
IDB
Component INI masterfile- I da baby “of momma dashboard”
1. Display Format: table or graph
2. Data source: dashboard resources or report
- historical trending (metric based components)
control metric related settings that propagate to lower levels of the metric framework
IDK
Resource INI masterfile- IDK display
- record type: historical trending
Resources store settings related to how the data are DISPLAYED
Ex. thresholds that determine color
Can edit epic released IDK content
IDN
Metrics/numbers INI masterfile- i da numbers- EPIC Repository first stop to look (benchmarking vs other institutions)
consists of
-KPIs
-Goals
-External benchmarks
determine how raw data are summarized into displayable data- MORE SPECIFIC than component (i.e. falls # metric)
Can edit EPIC released IDN content
CSF
Cogito Summarized Facts- the actual data INI
stores the data points that are shown on the dashboard
Metric Framework
Consists of records across multiple master files
1. IDM
2. IDB
3. IDK
4. IDN
5. CSF
View as Summary Target in resource editor
Have the same question for many places
View as Resource in Resource editor
Have many questions for one place
Provider Records File
SER files - records their clinical authority
authorizes meds or other orders, writes orders in hospital, admits or attends on patients
C- (has) Credentials
A- Authorizes orders
R- Referred, can refer or be referred to
S- (can be) scheduled
User File
EMP Record- Contains a record of everyone who uses your EPIC.
User ID and pass link to different security settings that determine your functionality and access
User templates
Similar role of security needed to more easily assign security and avoid redundant, repetitive set up
Security class
made up of a bunch of different security points
User Role
setitng that defines the visual appearance (layout) of hyperspace.
- ex. PT would need chart review, and other commonly used tabs for their roles
Action Based Action
Can jump a user to a place in hyperspace. The action in a report is a shortcut to the menu listiing in EPIC
Extension based action
Allows you to execute M code
Can Mark as reviewed action for all, set flags in a record
Report Group Security
Primary means of distributing cogito content
Defines who can access the content you build including: RW reports, slider dicer data models and dashboards
A user is granted access to content if both are true:
1. The user has security class that allows them to view
2. User and content share at least one report group
A user is granted access to content IF
- User has the security class
- user and content share at least one report group
Report level override
Only allows access at the report level, not the template level. This is to avoid someone seeing all reports generated from the same template, and only the selected report that was created from the template
How to access Dashboard editor?
Pencil icon in the anal cat
Hard refresh
Alt + = (PC); command, option, = (mac)
slicer dicer cannot be used for
- Data entered today (not real time access)
- KPI
What to use for KPI
Dashboard Metrics
If you want to affect the Y axis in SD
Use Measures
If you want to affect what bars gets populated in SD
Use Population
If you want to affect what gets grouped
Use SLICES
Slicer dicer draws data from
Caboodle
Item information window shortcut
Control + click with your mouse in the field. Will show you the item info and where the info lives in EPIC
While Master file are columns?
PAF. These files DO NOT STORE DATA. They are only used to format and display data
manual list of reports
Link component
Components that update themselves automatically
Report listing
