Radar Dasboards Flashcards
(126 cards)
1
Q
What is the A and B in the Picture?
A
A. Epic Menu
B. Search Bar
2
Q
What is the easiest way to access an activity in Hyperspace?
A
This can be done by searching the EPIC Menu. The Epic menu allows you to type the name of a hyperspace activity into a search bar and jump to that activity? In the Picture the epic menu is A and the Search bar is B.
3
Q
What is the Analytics Catalog
A
The analytics catalog is a central repository of all reporting content. Everything you build is most likely going to be found in the analytics catalog.
4
Q
How can you edit the view to list or card in the analytics catalog??
A
. In the upper right corner of the catalog, click List or card view to format the Catalog.
5
Q
What is metadata?
A
Metadata refers to any help text, descriptions, tags, or other helpful information about an object. All of our content in the analytics catalog has metadata that can be viewed by clicking the book icon.
6
Q
How can you access the metadata?
A
All of our content in the analytics catalog has metadata that can be viewed by clicking the book icon.
7
Q
If you want to make a dashboard a favorite how would you do this?
A
Click the star.
8
Q
Can regions group components? Explain how.
A
Regions can group components vertically or horizontally, and they can be labeled to help group together similar content.
9
Q
What is a component in a dashboard?
A
A component is a single graph or table or other piece of functionality that your users will interact with on the dashboard. Components are the building blocks of a dashboard and are the primary way you will add new content or remove content from a dashboard
10
Q
What is the view Manager?
A
It is the lunch tray item on the upper right hand corner.
11
Q
How do you access designer UI?
A
You can access designer UI by clicking on the view manager and then click on the wrench icon.
12
Q
What is the purpose of Designer UI?
A
In this mode you can freely move components, as well as change their height or name and add additional components using the add component button on the bottom left.
13
Q
What are dashboard parameters?
A
Dashboard parameters are prompts which allow users to choose a value that modifies the data displayed on the dashboard. When you build your own dashboard, you will use Edit Parameters menu to control which parameters you wish to allow your consumers to modify, and which components respect them.
14
Q
How do you access the dashboard options?
A
Accessed by clicking the three dots in the upper right corner of the dashboard.
15
Q
How can you access the component options?
A
You can access the component options by hovering your cursor over a component and clicking the 3 dots in the upper right corner.
16
Q
There are two types od dashboard with which you will interact, what are they?
A
SOURCE DASHBOARDS AND DASHBOARD VIEWS.
17
Q
Is there a third type of dashboard?
A
Yes, this is called the “User-created” dashboard, which are built by users who don’t have the security to build a true source dashboard. They mostly function like source dashboards, but they are not available to anyone but the builder and individuals with whom they share the dashboard.
18
Q
Users with the security to customize their own views have access to a number of personalization features what are these features?
A
Adding new components from the Catalog
Rearranging your components using the Designer UI
Changing the displayed name of your components
Removing components from your view
19
Q
What is reconciliation?
A
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. In general, any added, removed, or modified components on the source dashboard will affect all views of that source dashboard.
20
Q
How can you create a new dashboard?
A
Clicking the dashboard options menu -> click create dashboard -> Name your dashboard
21
Q
How can you add a new component to a dashboard?
A
You can add a component by clicking the view manager ->clicking the cogwheel icon to edit the source dashboard -> Add component.
22
Q
What does it mean when you see padlocks icons
A
If you are trying to add a component to your dashboard and you see a padlock icon, this means you are not adding components to your source dashboard. You are instead trying to add a component to your view.
23
Q
How can you make changes to the source dashboard.
A
The cogwheel icon enters the designer UI for the source dashboard. The wrench enters the designer UI for the view.
24
Q
Where can you create a new empty dashboard?
A
You can create a new empty dashboard in in designer UI (Hyperspace) and Dashboard Editor (Classic). 47
25
What is the difference between dashboard editor and designer UI?
Dashboard editor is only in classic not in hyperspace. Designer UI is in Hyperspace.
26
How can you edit a dashboard you are currently viewing?
If you wish to edit a dashboard you're currently viewing, you can use the Edit Dashboard button under the Dashboard Options menu. You can also access the Dashboard Editor by using the search bar or by editing a dashboard from the Analytics Catalog.
27
Can you add a component to a dashboard in designer UI?
Yes, and you can find it by tag, keyword, name, or ID. 47
28
Can you add a component to a dashboard by dashboard editor?
Yes, but you have to know the name of ID. 47
29
Can you rename a dashboard in designer UI
Yes
30
Can you rename your dashboard in dashboard editor?
Yes, in the basic information form.
31
Can you drag and drop components to rearrange them in Designer UI?
Yes
32
Can you drag and drop components to rearrange them in Dashboard Editor?
No
33
Can you set an owning application in designer UI and Dashboard Editor?
Not in designer UI. You can in dashboard editor, it is in basic information form.
34
Where can you customize the resource settings of a dashboard?
Designer UI: using the edit parameters button.
Dashboard Editor: in the resource settings form.
35
What are the types of display formats types of a component?
Graph, link, message boards, native html, report listing, table, and tranche.39
36
In classic, when making a component, where do you add authors?
In the data source section, for authors, add your self using your id number.
37
In classic, for components, where do you add report groups?
In the distribution, report groups
38
Can you customize dashboard parameters?
Yes, in designer UI using the edit parameters button. In dashboard editor in the parameters form
39
Can you add tags and a description to a dashboard?
Yes, in designer Ui and dashboard editor
40
What is the fastest way to create a new dashboard?
Dashboard options-> create dashboard
41
Where do you create a link from a dashboard to a given hyperspace activity?
the activity descriptor for the activity.
42
What happens when your component isn't enabled?
You will not be able to find you component in the catalog.
43
How many views can you create in a dashboard?
Each user can create one or more views of a single source dashboard.
44
Dashboard
the hub of reporting and analytics in Epic, and consolidate data. 19
45
Component
A component is a single graph or table or other piece of functionality that your users will interact with on the dashboard. 28
46
True or False: The parameters button does not update reports?
False, by updating dashboard parameters, a user can update reports displayed on a dashboard. 30
47
True or False: Dashboards can be arranged into multiple regions?
True, one dashboard can be arranged into multiple regions. Regions can be group components vertically or horizontally, and they can be labeled to help group together similar content. Each region can contain many components. 28
48
What is the Epic menu
The epic menu allows for you to type the name of an activity and jump to it
49
True or False: The changes in a view visible to others?
False, they are only visible to you. 31
50
How can you make changes to all dashboard views?
As an admin, if you want to make changes to a dashboard that affect all users, you can create and edit a source dashboard. 31
51
True or False: Reconciliation does not happen when you create a view?
False, reconciliation happens whenever a user creates or launches a view. 32
52
Users with the security to customize their own views have access to a number of personalized features. What are those features?
Adding new components
rearranging your components using the designer UI
Changing the display name of your components
removing components from your view. 32
53
What does reconciliation do?
Reconciliation checks the associated source dashboard and components underlying the view to determine what has changed. In general, any added, removed, or modified components on the source dashboard will affect all views of that source dashboard. 32
54
What happenings if you see a padlock icon on a component when trying to add it to a dashboard?
If you are trying to add a component to your dashboard and you see a padlock icon, this means you are not adding components to your source dashboard, you are instead trying to add a component to your view. 33
55
Is the Dashboard Editor only available in Classic?
True, it is not in hyperspace. 35
56
What is the Component Editor?
It is where you can edit the component. Every component can have different forms depending on its type. Like the Dashboard Editor, each form controls your component's content and its metadata. The Basic
Information and Distribution forms are the same for all component types, while the Data Source and
Output Format fields may vary.
57
True or False: You can add tags and add large groups of users to make your dashboard available to groups?
True, In the edit details of the dashboard, you can add tags and descriptions to your dashboard. You can also use it to make your dashboard available to large groups of users by adding report groups to it. 34
58
What are the 6 things that cannot be edited through the designer UI that can only be edited in dashboard editor (Can be found in classic)?
The dashboard editor has up to six forms that control the dashboards content and its metadata. You would typically only come to the dashboard editor when you need to modify something that cannot be edited through the designer UI. 35
* Basic Information
* Layout
* Content
* Resource settings
* Parameters
* Access
59
True or False: Basic information (owning application) is found in designer UI?
False, it is found in the dashboard editor, the basic information form records the purpose, ownership, and general information of a dashboard. 36
60
True or False: The layout form control (only found in dashboard editor, classic) controls the regions of components?
True, the layout form controls the number and position of regions that present the components in your dashboard. Here you can choose a different layout, specify the width of each region, whether its name is displayed and its color. 36
61
True or False: The functions of parameters and access can be only done in dashboard editor?
False, for both resource settings and parameters all its functions can be done in Designer UI and Edit Parameters menu.
62
What is the access Form in classic?
The access form controls the set of users that can access this dashboard and lists the dashboard types. This form also records whether the dashboard is ready for use. This check box must be selected before any end user can use it.
63
True or False: The access form controls the set of users that can access this dashboard and lists the dashboard types.
True, the access form controls the set of users that can access this dashboard and lists the dashboard types. This form also records whether the dashboard is ready for use. This check box must be selected before any end user can use it. 37
64
True or False: Everyone can see your dashboard from the analytics catalog even if ready for use is not checked?
False, Nobody can see your dashboard from the analytics catalog unless both the ready for use and enabled for user selection checkboxes are selected.
65
True or False: Each components form is controlled by the dashboard edit form?
False, each form controls your components content and its meta data. The basic information and distribution are the same for all component types, while the data source and output format fields may vary. 39
66
Every component can have different forms depending on its type, what are they?
They are 39
* Basic information
* Data source
* Output format
* Distribution
67
To view a dashboard as you are making changes to it, you will need to?
1. Save your settings in the dashboard editor.
2. Hard refresh
68
How would you save your settings in the dashboard editor?
1. The easiest way to save your settings is to navigate to another form in the dashboard editor.
2. Settings are also saved when you click accept to close the dashboard editor, but doing so means it will take longer to return to this record if you wish to make further edits.
69
How would you do a hard refresh on your dashboard?
While viewing your dashboard, use the keyboard shortcut ALT + =
70
Name the following ABCDE
A) Display Format: The Component Type 39
B) Data Source: Choose what data to use as the content for this component. Data source options vary by component type. 40
C) Owning application: The application team responsible for maintenance of this component. This field is purely informational and has no impact on user access. 40
D) Launch activity: Enter the activity descriptor for the hyperspace activity that launches if a user clicks the component header. 40
E) Source Record: If the component was copied from another component, the read only original component displays here. 40
71
Name the following ABC
A) Reference Interval: Enter how often, in minutes, you want the component to refresh its data. This will not refresh automatically. 40
B) Allow Users to Refresh: select this check box if you want to include a button that users can click to refresh the components data. 40
C) Show last refresh time: Select this check box if you want to display the last time the components data was refreshed. 40
72
What is the distribution form in a component?
The Distribution form is where you specify if this component is ready for use and control which users can add the component to their dashboards. 40
73
Name the what the items labeled ABC do.
o Report Groups: End users with a report group listed here can add this component to their dashboards. 41
o User Types: End users with a user type listed here can add this component to their dashboards. 41
o Enabled: Set to Yes if the component is ready to use. 41
74
In a component what does Report groups do?
End users with a report group listed here can add this component to their dashboards. 41
75
In a component what does User types do?
End users with a user type listed here can add this component to their dashboards. 41
76
What does My Catalog Checkbox do?
Allows a user to see content they do not have access to but wont let them open that content.
77
In a component what does enabled do?
Set to Yes if the component is ready to use. 41
78
True or False: Report tags known as HGG records?
True
79
What type of tags does Epic recommend using?
* Role-Base tags group content by the audience for whom it is intended. These tags should be named according to the audience’s Job description.
* Content-base tags are used to group together analytics content that is salient to a shared reporting topic. These tags should share a name with the topic they cover.
80
When looking at the analytics catalog what is the default of how items are shown?
By default, the analytics catalog only returns components that the user can add to their dashboard and reports and dashboards the user can open. The My catalog check box allows a user to see content they don't have access to but won't let them open that content.
81
Study Check List: Dashboard
Dashboards are the hub of reporting and analytics in Epic and consolidate data from all corners of your healthcare system. 19
82
Study Check List: Component
A component is a single graph or table or other piece of functionality that your users will interact with on the dashboard. 28
83
Study Check List: Dashboard View
Clones of the main dashboard but made for personalization.
84
Study Check List: Source Dashboard
The main dashboard
85
Study Check List: Designer UI:
It is an editor. This lets you add, remove, or rearrange components on your source dashboard, you can re-enter the designer UI mode by clicking the View manager. 34
86
Study Check List: Dashboard Editor
The dashboard editor is only available in classic. The dashboard editor has up to six forms that control the dashboards content and its meta data. You would typically only come to the dashboard editor when you need to codify something that can not be edited through Designer UI. 35
87
Study Check List: Component Editor
It is the editor of each component you make. Every component can have different forms depending on its type:
* Basic Information
* Data Source
* Output Format
* Distribution
Like the Dashboard Editor, each form controls your component's content and its metadata. The Basic Information and Distribution forms are the same for all component types, while the Data Source and Output Format fields may vary. In this lesson, we'll focus on the content that is the same across all components. 39
88
Study Check List: View Manager
The location of the Designer UI button, parameters button, the share button, and the show me more button. 29
89
Study Check List: What are the types of components available in radar?
There are seven types of component records: 39
* Graph
* Link
* Message board
* Native HTML
* Report listing
* Table
* Tranche
90
Study Check List: What will happen if a component is not enabled?
If your component is not marked Enabled, then you won't be able to find it in the Analytics Catalog to add it to a view or source dashboard.41
All components on a dashboard must be marked as ready for use before the dashboard can be marked as ready for use. 37
91
Study Check List: What will happen if a dashboard is not marked as ready for use?
Nobody can see your dashboard from the Analytics Catalog unless both the Ready for use and Enabled for user selection checkboxes are selected.37
This must be selected for any user even the dashboard builder, to open and view the dashboar0d. In addition, all components on a dashboard must be marked as ready for use before the dashboard can be marked as ready for use. 37
92
Study Check List: What is the data source of a component?
The data source section controls what is used to populate your component record. 40
You can put in a Radar Dashboard, a report, or metrics to this to show the information you want to show.
93
Study Check List: Reconciliation of dashboards views and source dashboards
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. In general, any added, removed, or modified components on the source dashboard will affect all views of that source dashboard. 32
94
Study Check List: Create a Message Board Component
42-43
* Use the epic menu to open the component editor and search for component editor.
* Click Create
* Give your new component the name " Message Board Component".
* Leave the rest of the fields as they are and click Accept.
* Choose a Display format of "Message Board".
* Choose a Data source of "User Posts".
* Give your component help text. This will be visible to end users in the Analytics Catalog.
* In the Tags field, add "COG170" to your component’s tags to make it easy to find in the Analytics Catalog.
* Navigate to the Data Source form.
* In the Authors field, add the following authors:
* Yourself ﴾the 6001## user ID logged in to Classic﴿
* Violet ﴾the 6003## user ID logged in to Hyperspace﴿
* If you have a neighbor, ask them for their Violet's user ID as well and add them as an author
* Navigate to the Distribution form. Add "IT Staff" to the Report groups. We will learn more about this setting in the Security chapter.
* Make sure your component is Enabled.
95
Study Check List: Add a Component to a dashboard.
1. Go to the view manager and click on the designer UI and click on the cog wheel.
2. Click add components on the bottom left hand side.
3. Search for the component you want
4. Click on the component.
5. You will then jump to the dashboard, and you will click accept.
*My own instructions but in the guided methods is on page 42.
96
Study Check List: Hard Refresh on a dashboard to update it with new build.
Hard Refresh on a dashboard to update it with new build.
97
Study Check List: How to edit a source and a view in a dashboard in designer UI
You click the cog or the wrench.
98
Study Check List: Edit Dashboard parameters and date range.
Click on the parameters button
99
How can you access the metadata?
100
If you want to make a dashboard a favorite how would you do this?
Click the star.
101
Name the what the items labeled ABC do.
o Report Groups: End users with a report group listed here can add this component to their dashboards. 41
o User Types: End users with a user type listed here can add this component to their dashboards. 41
o Enabled: Set to Yes if the component is ready to use. 41
102
Guarantor
The guarantor is the person or entity who is ultimately financially responsible. 21
103
Coverage
A coverage (CVG record) stores insurance information for a patient. In Epic, a coverage is the unique combination of a payer, plan, and subscriber.
104
Plan
A plan is a set of benefits that the insurance company offers. Plans are records in the EPP master file. 34
105
Subscriber
The subscriber on a coverage is the person in whose name the insurance is issued. Each coverage record has exactly one subscriber. 34
106
Member
Members are the set of patients who would use a coverage and are stored as EPT records. 36
107
Effective Coverage Date
Dates that the coverage is active and provides coverage for the patient.
108
Financial Assistance Case
Cases are FNC records. Registrars and financial assistance counselors can record key information to help determine whether a patient is eligible for a financial assistance program, like the patient’s income, expenses, assets, and tax returns. 46
109
Financial Assistance Program
The financial counting program offers discounts and payment plans to self-pay patients and patients who might otherwise struggle to pay. Discount programs are records in the FNP master file. Each FNP record has rules to define which patients qualify and how the system calculates patient responsibility for qualifying accounts. 46
110
Financial Assistance Tracker
If a financial counselor believes a patient should be considered for a program, the counselor can add a tracker to the case. Trackers are FNT records that link the patient and the program 46
111
Verification
A registration workflow, which is to formally verify that all necessary information has been entered correctly.
112
How would you report on Verification?
You can use the tables Verification and Verif_Status_Hx
113
Display Current Patient Demographic information
Log into Hyperspace as an access administrator
Click on the Epic button on the top and search for Registration.
Search for a patient and select the encounter
114
How would you report patient demographic information?
PatientDim and Patient
115
Join guarantor account information to patient information.
When joining a guarantor account to a patient account, you are joining a EAR to a EPT Masterfile. In Clarity, the ACCT_GUAR_PAT_INFO table connects guarantor records to patient records.
In caboodle, I can use the following SQL statement to get the guarantor info and the patient information.
USE CDW
Select top 10 *
From patientDim
left join BillingAccountFact On BillingAccountFact.PatientDurableKey =PatientDim.DurableKey
Left Join GuarantorDim ON GuarantorDim.DurableKey=BillingAccountFact.GuarantorDurableKey
*This join won’t be great, don’t forget if you use the durable key you want to also join on iscurrent = 1. And minor, I would flip the query and start in the fact table and join to the dims.
116
Join guarantor account information to hospital account information.
USE CDW
Select top 10 *
From BillingAccountFact
Left Join GuarantorDim ON GuarantorDim.DurableKey=BillingAccountFact.GuarantorDurableKey
Same thing here on durable key
Use Clarity
Select top 10*
From account
Left Join ARPB_Visits ON ARPB_Visits.Guarantor_ID =Account.Account_ID
117
Filter on effective dates for members and coverage
When looking at members and coverages we have the coverage and members master files, which are CVG and EPT. Now if we want to find member-level effective dates.
Use Clarity
Select top 10*
From COVERAGE_MEMBER_LIST
Where MEM_EFF_TO_DATE > '01/01/2023
118
Join coverages to member information.
Here we are using two master files, the CVG and the EPT.
Select top 10 *
From COVERAGE_MEMBER_LIST
Left Join Patient ON Patient.Pat_ID=COVERAGE_MEMBER_LIST.Pat_ID
Identify a visit coverages
Select top 10 *
From CoverageDim
Left join EligibilityEventFact on EligibilityEventFact.CoverageKey=CoverageDim.CoverageKey
*I will flip this around again – start in the fact join to the dims
119
Relate financial assistance cases, programs, and trackers?
Caboodle:
FinancialAssistanceTrackerFact- stores a row for each tracker. This table also stores information about the associated program. There is no need to join to a separate table for more details on a program.
FinancialAssistanceCasesFact- Stores a row for each case.
120
Identify the type of a verification record.
Each verification has a record, this can be found in the VRX master file. Verification type is a VRX 330 item. These verification records live in chronicles and then through an ETC get put in the verification table. This can be found in the clarity table and column of VERIFICATION.VERIFICATION_TYPE_. C 40-41
121
Display verification status history
If you need to display the verification history, use VERIF_STATUS_HX. This table has one row per each status change of each verification record.
Select top 10 *
From VERIF_STATUS_HX
122
Display the effects of changes in registration history.
Epic tracks the most commonly requested items in an activity called registration history. Each change is documented as a registration history even (RHX)Record. 43
USE CLARITY
Select top 10 *
From Reg_hx
123
The difference between internal identifiers and external identifiers
Patient Medical record numbers (MRNs) differ from internal IDs from the EPT master file. Internal ID are guaranteed to be unique by the system this is Epics Pat ID. Now, the external Pat IDs are the MRNs.
124
The difference between subscribers and members
The subscriber on a coverage is the person in whose name the insurance is issued. Each coverage record has exactly one subscriber. Members are the set of patients who would use a coverage and are stored as EPT records. The subscriber is also a member on the coverage if the subscriber has been seen and registered in the system.
125
The relationship between members and patient records
Members are the set of patients who would use a coverage and are stored as EPT records.
Use Clarity
Select top 10 *
From Coverage_member_List CML
Inner join patients on CML.Pat_id=Patients.Pat_id
Use CDW
Select top 10 *
From EligibilityEventFact EEF
Left join PatientDim PD ON EEF.PatientKey =PD.PatientKey
126
How the hospital account captures registration information for a patient encounter.
Hospital accounts are HAR records in chronicles. If I am looking for patient encounter and it connected to the HAR account then I can use clarity or caboodle.
Use CDW
Select top 10 *
From BillingAccountEncounterMappingFact BA
Left join EncounterFact On BA.EncounterKey=EncounterFact.EncounterKey
Left join isn’t necessary – referential integrity
USE CLARITY
Select top 10 *
From PAT_ENC_4
Inner join HSP_ACCT_PAT_CSN on PAT_ENC_4.Pat_id = HSP_ACCT_PAT_CSN.Pat_id
