Cog170 Flashcards
- Assuming a user has the appropriate user role to access a dashboard, what other dashboard settings control whether the dashboard is available for viewing?
The Ready for use and Enabled for user selection check boxes.
- Which of the following would you enter in the Parameters field of an activity link to open a Hyperspace activity? a. The activity descriptor and any required parameters for the activity. b. The menu descriptor of the activity. c. The user-facing name of the activity. d. the parent menu of the activity record.
a. The activity descriptor and any required parameters for the activity.
- You have built a component record. Which of the following could explain why the component does not appear on a specific dashboard? a. The component is not set as ready for use. b. The component is not listed on the Content form of the dashboard. c. The component and the dashboard do not share any report groups. d. The component has not been marked as enabled for user selection.
Both: a. The component is not set as ready for use. b. The component is not listed on the Content form of the dashboard.
True or False: Components require a defined Display title on the Display form.
True: this is a required field.
Define: Dashboard
Dashboards centralize content from around Hyperspace, the graphical user interface which allows users to enter, access and interact with Epic data.
Define: Component
Each of the sections of content on the dashboard is a component. Components built by administrators are source records Components built by end-users are personalization records.
Define: Personalization
Dashboards and components which are created by an administrators are referred to as source records. When an end user selects a source dashboard from the Analytics Catalog, a personalized copy is created just for them. End user personalized copies of these source dashboards and components are considered personalization records.
Define: Dashboard Editor
Create and edit source dashboard records with the dashboard editor. Access the editor with Chart Search, editing a dashboard from the Analytics Catalog, or editing a dashboard from the Proxy Dashboard prompt. 6 forms controls the dashboard’s content & metadata: 1. Basic Information 2. Layout 3. Content 4. Resource Settings 5. Parameters 6. Access
Additional Information: Dashboard Editor
Dashboards should be tailored to their audience and tested to ensure they work. Guidelines for creating and editing Radar content: -Any dashboard available to a user must work -All parts of a dashboard must work -Dashboards must have a defined target audience -Each user in that audience must have security/access for all components and reports on dashboard
Define: Component Editor
Accessed via Chart Search for Component Editor - Six types of component records in Radar 1. Graph 2. Link 3. Message Board 4. Native HTML 5. Report Listing 6. Table
Additional Information: Component Editor
Components have Five Forms 1. Basic Information 2. Display 3. Data Source - vary based on component typer 4. Output Format - vary based on component type 5. Access Similar to the Dashboard Editor, each form controls your component’s content and its metadata.
Define Activity Descriptor
The Active activity descriptor field displays for your currently active Hyperspace activity. There are two Hyperspace workflows that can find the activity descriptor for a given activity.
Hyperspace workflow 1: Find Activity Descriptor
Activity: Create a component which has a header that is able to take you to the Component Editor directly from your Radar dashboard. 1. Access the about Hyperspace information window 2. Double-check that you are currently in the Component Editor activity 3. Access the About Hyperspace window by navigating to the Epic button > Help > About Hyperspace. 4. The Active activity descriptor field displays for your currently active Hyperspace activity.
Hyperspace workflow 2: Find Activity Descriptor
Activity Descriptor in the Menu Summary: End-users often request links to activities that you lack the security to access. Thus you can not determine the activity descriptor from the About Hyperspace workflow. For these instances, use the following workflow. 1. Use Chart Search to launch the Menu Summary activity. 2. Refer to pg. 2-22 for scenario. 3. Because Admin is under the Epic button, start by expanding EDMAINAPPMENU 4. Any menu that is displayed visually to the end-user will be listed under the caption. 5. Expand the Admin sub-menu 6. Expand the Access Management sub-menu 7. Select User Security Activity Descriptor is located in the Activity Information section. User Security is E_EMP_EMPGUI
Perform Task: Create and edit dashboards
Run through the following Exercises/Examples 1. pg. 2-11 Radar Exploration
Perform Task: Navigate the Dashboard Editor
Run through the following Exercises/Examples 1. pg. 2-13 Dashboard Editor
Perform Task: Determine the order that components will appear on a dashboard
- Use Chart Search to open Dashboard Editor 2. Click on Content from left menu, from here you can quickly access the Component Editor to edit a given component on the dashboard. 3. Note: all components on the dashboard must be marked as Ready for use before the dashboard can be marked as Ready for Use 4. To manage the component list, press F4 to insert a blank line in the table of components. 5. To remove a line, select the line and press SHIFT+F4 6. To move a selected component higher or lower in the component list, use the up and down arrows to the right of the component.
Perform Task: Configure a component header to launch an activity
- Via the Component Editor go to the Display section 2. Enter the activity descriptor for the Hyperspace activity that launches if a user clicks the clicks the component header. 3. To find the activity descriptor (refer to previous cards, 14, 15, and 16)
Perform Task: Configure a link component pt 1.
Two Methods: 1. Linking from the component header 2. Listing multiple activities in a Link component Jumping to a Hyperspace activity isn’t like linking to a website, it requires a unique link to identify a single Hyperspace activity. Two work flows to find the activity descriptor for a given activity. (refer to previous cards, 14, 15, & 16)
Perform Task: Configure a link component pt 2.
- Use the Component Editor to create a new component called “your initials” link Component 2. Fill out the appropriate Display Format for a link component -2 options for Data Source - Component Record: specify links in the component you are currently building -Code Template: specify a code template and/or routine to populate your links, not used by analysts 3. Choose a Data source of “Component Record” 4. Give your component help test, a meaningful Display title and a default Color 5. On the Output Format form, Insert a new URL of your choice to your Link component. (give the new URL a label. - Web site URLs should include http:// or https// - Enter a Tooltip for your URL 6. Add “Administration” to the Allowed report groups so you will be able to add this component through personalization 7. Make sure you component is marked as READY FOR USE 8. Close out the Component Editor 9. Open your Dashboard via the Dashboard Editor 10. Add the component to the Content form of your dashboard 11. Launch the dashboard to view the component ( Refresh with ALT+=
Explain Concept: Dashboard-level personalization
Several dashboard attributes can be customized by any end user with personalization security. Including the following: - Changing the display title - Changing the dashboard description - Rearranging the components - Add new components from the Analytics Catalog -Change the names and colors of components on a dashboard The aforementioned features are stored on the personalization record, and will not impact the source dashboard.
Explain Concept: Component-level personalization
Component personalization records are only created if a user changes the component content (e.g., adding a badge to a table component). The degree and manner of component-level personalization depends on the type of component. 1. A link component is a list of links to Hyperspace activities, reports or external URLs. Through personalization, a user could re-order their links, or even add a new URL-based link 2. A table component displays summary data in a table. Through personalization, a user could add thresholds that highlight results in the table above or below a certain value.
Explain Concept: The Ready for use and Enabled for user selection check boxes
All components on a dashboard must be marked as READY FOR USE before the dashboard can be marked as Ready for Use. For access and distribution, the Ready for Use and Enabled for User Selection must be checked in order to view.
Explain Concept: General settings for all components
In Component Editor: Five Forms 1. Basic Information 2. Display 3. Data Source 4. Output Format 5. Access
General Settings for Components: Basic Information
Basic Information: 1. Source Record- Read only if copied component 2. Display Format- Component Type -Graph -Link -Message Board -Native HTML -Report Listing -Table 3. Data Source-Choose source, options vary per component type 4. Owning Application-Application team responsible for maintenance of this component
General Settings for Components: Display
Display: contains two sections, General Settings and Custom Messages. 1. General settings controls the display title, color of the component header and the Hyperspace activity to launch when clicking the header of the component. 2.Custom Messages section controls custom headers or footers you want to display on the component.
General Settings for Components: Data Source
Controls what is used to populate your component record. 1. Refresh interval-how often to refresh in minutes 2.Allow users to refresh-allows users to refresh data 3.Show last refresh time-Display the last time the component’s data was refreshed
General Settings for Components: Output Format
The output format form will vary depending on which component type you are editing. There are no general setting that apply to all component types
General Settings for Components: Access
The access form is where you specify this component is ready for use and control which users can add the component through personalization. The Ready for use check box must be selected before any end user can use it. 1. Allowed report groups End users with a report group listed here can add this component to personalized copies of their dashboards. 2. Ready for use Select if the component is ready for use.
- True or False: SlicerDicer can be used to report on any data that has ever been entered into Epic.
False: SlicerDicer can only be used to report on data that has been extracted to the Caboodle database.
- A SlicerDicer population is showing all smokers with PCPs in your clinic. You would like to see these patients grouped by their different PCPs with one bar per provider. How would you do this? a. Add a criterion b. Change your measure c. Add a slice d. Change your visualization
c. Add a slice
Define: Data Model
Epic-released and custom built data models are stored as FDM records. Data models do not list their available filters (FDS records).
Define: Filter
The word filter is used in SlicerDicer to refer to the many data points that can be used as criteria, slices, measures, and display columns.Every slice, measure, or criterion used by SlicerDicer is an FDS record. These records each list the different SlicerDicer data models in which they can be used
Define: Base
a data-first reporting tool. This means that when you first open up a data model, you start with the entire population, and then add appropriate criteria to hone in on the most important data. Your population starts with a base and is refined using criteria. The available criteria come from the list of filters.
Define: Criteria
refine a population toonly the desired records. A user will usually add new criteria by clicking Browse in their Population to select from the available criteria.
Define: Measures
determine what function aggregates the data.
Define: Slices
slice divides up a population in SlicerDicer top or bottom, most ___
Explain Concept: What is SlicerDicer for?
small or large data, visualization. Uses caboodle, can show epic or non-epic data
Explain Concept: What is SlicerDicer not used for?
not for real time data
- Which of Epic’s database contains real-time data? a. Chronicles b. Clarity c. Caboodle
a. Chronicles
- Which of Epic’s databases are relational databases? a. Chronicles b. Clarity c. Caboodle
Both: b. Clarity c. Caboodle
- True or False: You can use the Record Viewer to look up the definition of a table in Clarity.
False: Use the Record Viewer to view data from a record in Chronicles. Use the Clarity Dictionary to look up the definition of a table in Clarity.
Define: Database
A database is an organized collection of data. The purpose of a database defines its structure. Chronicles, Clarity and Caboodle each have different purposes, thus each has a different structure, and each is separate from each other. Also known as data sources
Define: Chronicles
Transactional Database. Structure of Chronicle is Tree-like with every branch of the tree becoming progressively more granular. It is a hierarchical database with real-time information used for daily operations. No tables in Chronicles, the tree structure is divided into the following groupings 1. Master Files 2. Records 3. Contacts 4. items 5. lines
Define: Master file
Master files contain information about a broad subject Example 1: The patient master file contains all patient’s medical records in your system Example 2: Other examples include master files for medications, procedures, orders, notes and departments. Each master file contains records
Define: Record
Recorders contain information about individual entities within a master file. Example: A record in the patient master file contains information about a single patient. For instances, a record in the orders master file contains information about a single order. Records contain many contacts
Define: Contact
Contacts are time-based They contain information about points in time for a record. Example The patient master file uses contacts for patient encounters. Individual data within a record or contact are stored in items.
Define: Item
Individual data within a record or contact are stored in items. They are data points (discrete data points) Examples of items in a patient master file include social security number and admission date.
Define: Lines
Items that store multiple pieces of information at a time have multiple lines. Example There is an item for diagnoses that has one line for each diagnosis entered.
Define: Clarity
A relational database designed to be efficient and flexible for reporting on large amounts of data over long periods of time. It is normalized and compact (small and efficient). Data is stored in tables with two dimensional grids, rows and columns. Each column holds a piece of information, similar to an item in Chronicles. Each row represents an entity that the data in the columns are about. Example: a table has one row for every patient encounter, and each column has information about that patient encounter. Clarity data is accessed using SQL or tools that use SQL. Data for Clarity is extracted nightly thus, it does not contain today’s data.
Define: Caboodle
Similar to Clarity, relational database with tables of rows and columns accessed via SQL Designed to make reporting simpler and efficient than Clarity. As a data warehourse, it contains both Epic and non-Epic data Clarity holds more data/information than Caboodle. Similar to Clarity, Caboodle is not real-time information, it does not contain today’s data Not all reports can be written in Caboodle.
Define: ETL
ETL (Extract, Transform and Load) Every night the Clairty ETL process transfers data from Chronicles to Clarity Caboodle ETL Transfers data from Clarity to Caboodle the same night as the Clarity ETL
Define: SQL
SQL: Structured Query Language. It is a coding language used to generate sets of data from relational databases such as Clarity and Caboodle. It is not specific to Epic’s software
Perform Task: Find Chronicles data using the Record Viewer
Record viewer: can be used for the following: 1. Find test data to check which item it’s stored in 2. Search for items based on a key work 3. investigate relationships between master files 1. Click on Record viewer –Ex: open Lana Aquagirl’s 5-31-2017 office visit 2. In the INI field , enter EPT 3. In the ID field, enter “Lana Aquagirl” 4. In the contact field, select Lana’s 5-31-2017 Office Visit 5. Click View 6. Look for items or information, items are the numbers to the left of each line item. –Names and numbers are listed in blue –Values stored in items are yellow
Perform Task: Find Clarity tables and columns that extract a Chronicles item
The Clarity Dictionary lists all tables that extract an item. Click on a table to further investigate, report writers can use these tables to find the information they need to build reports in Clarity. 1. Open an internet browser 2. Log in to the UserWeb (userweb.epic.com) 3. On the right side of the screen, under documentation click on Data Handbook 4. Click on Clarity Dictionary on the top right 5. Select the appropriate Epic version 6. Search Clarity columns, enter INI and item number of the item you want to find 7. Search
Perform Task: Find Caboodle tables and columns that extract a Chronicles item
Use Caboodle Dictionary to find tables and columns in Caboodle. Search INI and item number or by Clarity table and column 1. Open the Caboodle Dictionary 2. Either type INI and item number separated by a space, or type a Clarity table and column as TABLE. COLUMN 3. Search for “EPT 7070” Notes: –Search results display table as red heading –The table name is a description of the table –The load packages (Clarity Column/Chronicles Item) are in green
Explain Concepts: What makes each Epic database unique?
Chronicles: Tree-like structure –Transactional database –Operational database –Hierarchical database –Real Time for Daily Operations Clarity –Data Store –Relational database –For Reporting –Normalized (compact: small and efficient) –1 Day behind on data Caboodle –Epic’s Data Warehouse –Relational database –Designed to make reporting simpler & efficient –Both Epic and non-Epic data –Clarity hold more information than Caboodle – 1 Day behind on data
Explain Concepts: Advantages and limitations of each Epic database?
Chronicles: Advantages -Real-Time -Stores medical record in a single location -Creates efficiency for retrieval -Tree-structure: branches becomes more granular Chronicles: Disadvantages -Not good for historical trending data -Only accessed via Epic Tools, no SQL queries Clarity: Advantages -Compact, small and efficient -Good for historical trending data -Flexible for reporting with large amts of data -Accessed via SQL not epic tools Clarity: Disadvantages -Not today’s data -Must know SQL or Crystal Reports: Training Caboodle: Advantages -Make reporting simpler and more efficient -Tables & Columns: More intuitively named -Epic and Non-Epic Data Caboodle: Disadvantages -Not all-inclusive: Clarity holds more information -Not today’s data
What is the difference between a record and a contact?
A record is a single entity. What kind of thing depends on the master file – a record in the patient master file is a patient, a record in the provider master file is a provider, etc. A contact represents a single set of data (usually representing a unique time period) on that record.
What is the difference between a multiple response item and a response each time item?
These refer to different item characteristics. “Multiple response” refers to a particular Response Type. A multiple response item can hold multiple answers on one contact. “Response each time” refers to a particular add type. A response each time item can hold different answers on different contacts.
True or False: A patient who has seen twice at your facility should have two records in the patient master file.
False: the patient should only have one record, but that record will have two contacts.
A user shows you a field in Hyperspace that they want to report on. How can you find where in Chronicles that field files to?
Control left-click it. If that doesn’t work, try using the Record Viewer.
Define Chronicles
Epics hierarchical database
Define: Master File
A master file, abbreviated with INI, contains information about a single subject
Define: Record
A record contains information about individual entities within a master file
Define: Contact
A contact stores a snapshot of data within a record or contact
Define: Item
An item stores individual data within a record or contact
Define: Data Type
Each item has a data type that limits the type and format of data it can store. There are six data types in Chronicles: string, number, date, time, instant, category
Define: Add Type
determines whether item values are specific to one contact, or whether values apply to all of the record’s contacts. No add, response each time(overtime), lookback (overtime)
Define: Response Type
determines how many values an item can hold at once. For example, at any one time, a patient has only one date of birth, but can have multiple symptoms. Single, Multiple, Related
Define: Networking
define relationships between master files by storing a unique identifier that references a record or contact somewhere in Chronicles
Define: Indexing
they pre-sort their data, which makes it faster to search through to find a particular value.
What master file stores dashboard resources?
IDK
What master file stores metric definitions?
IDN
If a component has a data source of Component Record, will it leverage the metric framework?
No. A Data Source of Dashboard Resource indicates a component will use the Metric Framework.
True or False: A metric definition may only be referenced by one dashboard resource record.
FALSE
A user ran a report to find all geriatric patients but now wants to limit the report to only show those who also have arthritis. The report includes a column to display the patients’ medical problems. How can the user limit the report to only arthritic patient without re-running the report?
Use the Filters tab, and filter the Medical Problem column on the value “arthritis”
Who can find a public report in the Library?
If a user can see a template in the Library, they will be able to view and run all the public reports made from the template.
True or False: A private report is one that anyone can run, but only the creator can edit.
FALSE
What is the difference between a parameter and a display column?
A parameter is used by the query. It will determine which results are found at run time. A display column is used to display information about the results that are found.
What Master File stores one record for every display column in Chronicles? a. HRX b. COL c. PAF d. HGR e. IDB
c. PAF
What should you do before creating a new display column?
Check to make sure there isn’t a column already created that you can use.
What is the name of the tool used to look up information about Epic-released reporting content? a. Analytics Installer b. Clarity Compass c. Report Repository d. Reporting Workbench
c. Report Repository
What controls the list of available measures in SlicerDicer?
Measures are chosen from the list of filters (FDS records) available in a given data model.
What is the difference between operational and analytical reports?
Operational reports are real-time reports needed by end users to do their jobs. Analytical reports are over-time reports that show long-term trends and data.
Would the following report be an operational or analytical report? Create a report that counts the number of logs each surgeon has been documented as performing in during the past year. Display the log ID, the name of the surgeon, and the log’s primary procedure.
This is an analytical report.
True or False: You are not able to run a report while viewing another user’s Library.
True: You cannot run a report while you are viewing another user’s Library.
Why can’t you see the data displayed by components in another user’s dashboard in Proxy mode?
Security. Other users’ components may display data from parts of Epic you should not be able to view.
The analytics Catalog can be used to find which of the following reporting resources? a. Workbench Reports b. Saved SlicerDicer sessions c. Radar dashboards d. Dashboard components e. Workbench templates f. Epic-Crystal reports
a. Workbench Reports c. Radar dashboards d. Dashboard components f. Epic-Crystal reports
When building custom reports, dashboards, or components, which parts of your record will be visible and searchable in the Analytic Catalog?
The display name of the record, Tags, and the Description
Which of the following responsibilities are often met by the Cogito team? a. Managing the flow of data between Clarity and Caboodle b. Building SmartForms to support specific workflows in Hyperspace c. Creating custom Radar dashboards for end users d. Integrating Epic-Crystal reports into Hyperspace
a, c, d though answers may vary by organization a. Managing the flow of data between Clarity and Caboodle c. Creating custom Radar dashboards for end users d. Integrating Epic-Crystal reports into Hyperspace
True or False: Your Chronicles Administrator, Clarity Administrator and Caboodle Administrator will always be three separate people.
False: Database administrators sometimes oversee operation of more than one database.
True or False: A new Reporting Workbench Security Class must be created for each user.
False: A Reporting Workbench Security Class can be assigned to multiple user records. It is recommended to reuse security classes as often as possible.
True or False: Only administrators with the right security can build a report from an unconfigured template
False: If a template is unconfigured no one will be able to see the template in the Library
What must be assigned to a template so that the template is considered configured?
To be considered configured a template must have one and only one type assigned to it and at least one group assigned to it.
What activity can you use to find a list of all configured templates?
Template Manager
Which of the following is a way to allow dashboard access in Hyperspace? a. Through a user role specified in the Dashboard Editor b. Through a user type specified in the Dashboard Editor c. By listing a dashboard directly in a user record or linked template d. Through a dashboard redirector
a, b, c, d
What is an HRX record?
A workbench report, a SlicerDicer session, or an Epic-Crystal report
When looking at a PAF record in the Column Editor or Record Viewer, how could a user determine which templates/reports include this column?
They couldn’t. PAF records don’t contain a reference to the reports or templates which use them.
