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Epic Systems Reporting & Analytics: Dashboards, Components, and Data Models, Exams of Computer Science

This document offers a structured approach to understanding epic systems' reporting and analytics capabilities. it covers key concepts such as dashboards, components, data models (clarity, caboodle, chronicles), and data manipulation techniques using slicerdicer. The guide includes numerous questions and answers to reinforce learning and comprehension of these essential tools for healthcare data analysis. it's particularly valuable for students and professionals seeking to master epic's data management and reporting features.

Typology: Exams

2024/2025

Available from 05/11/2025

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COG170- FLASHCARDS FOR STUDYING (EXAM 2025 REVIEW)
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COG170- FLASHCARDS FOR STUDYING (EXAM 2025 REVIEW)

Chapter 2-Dashboard — ANS-WW Dashboards are often the first thing users see when they log into Epic every day. Dashboards are the hub of reporting and analytics in Epic, and consolidate data from all corners of your healthcare system, Chapter 2—Component — ANS-WWA component is a single graph or table or other picce of functionality that users will interact with on the dashboard, Components are the building blocks of a dashboard, and are the primary way to add new content or remove content from a dashboard. Chapter 2-Dashboard View -— ANS-WwW The ability to change setlings an the dashboard, Users with appropriate Radar security can: *xAdd new components to their dashboard «Change the parameters on dashboard reports or summarics *Add ar remoye links from individual components «Create their own new components Chapter 2-Dashboard Editor - ANS-WWThe tool that allows the ability to modify a source dashboard. The Dashboard [ditor can be used to view the settings of any dashboard in your system, bul only custom-built dashboards can be modilied. Epic-released dashboards will be read only. Chapter 2—Component Editor - ANS-WWComponents are managed in the Component Editor, There are seven types of component records ayailable in Radar. They are: Graph Link Message Board Native HTML Report Listing Table Every component has five forms: Basic Information Display Data Source Output Format Access Chapter 2-Activity Descriplor - ANS-WW The Active activity descriptor field displays for your currently active Ilyperspace activily. There are two Ilyperspace workflows that can find the activity descriptor for a given activity. Chapter 2-View Manager — ANS-WW The View Manager allows users to create new views, delete unused views, or jump into "dit Layout mode" on their existing views. When a user clicks the wrench icon nexl lo a view, they are able ta: «Drag and drap components to rearrange their dashboard view. «Click on an individual component to change the name, color, or size of the component. Chapter 2-Data Model — ANS-WW Organized data that is related to cach other Chapter 3-Vilter —- ANS-WWIDS Record, Which is a record that can be used to filter, slice or measure data, 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, The POPULATION staris with a base and is refined using criteria, The available criteria come from filters, Chapter 3-Base — ANS-WW Depending on which data madel you are working with, SlicerDicer will use a different base to define your population. For example: Data Model Base *Admissions All Admissions «IP Pharmacy Medication Orders—All Inpatient Medication Orders xImaging Studies—All Imaging Studies Chapter 3—-Criteria - ANS-WW Criteria are often the first picecs of a population that auser modifies. Criteria refine a population to only the desired records. Chapter 3-Measures — ANS-WWMeasures are calculalions on the selected records — for instance, the total count of paticnts matching some criteria, or the average duration of inpatient stays. Chapter 3-Slices — ANS-WWIFILTERS THAT ARE USED TO GROUP THE DATA. Slices are ways to divide the records you're searching — for instance, comparing visits by departments, or patients by age range Chapter 3-L[xclusive Criteria - ANS-WW Exclusion criteria are a set of predefined definitions that is used to identify data that will not be included Chapter 3—True or False: SlicerDicer can be used to report on any data that has ever been entered into Epic — ANS-WWv alse, SlicerDicer can only be used to repart on data that has been extracted to the Caboodle. Chapter 3-A SlicerDicer population is showing all smakers 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? Choose only ONE answer. A, Add a criterion B, Change your measure C, Add a slice 1D. Change your visualization — ANS-WWC—Add a Slice Chapter 4-Database — ANS-WWA database is an organized collection of data. In many reporting loals, databases are also called data sources. The purpose of a database defines its structure. Chapter 4—Chronicles — ANS-WW [pic data lineage starts with Chronicles. This is where nurses, registrars, doctors, billers, and other users enter data, Chronicles is a “Tree Based Database". Chapter 4-Master File - ANS-WWvW Chronicles is first divided into master files. Master files contain information about a broad subject. For example, the patient master file contains all patients! medical records in [ipic. Other examples include master files for medications, procedures, orders, notes, and departments, Chapter 4-E TI. — ANS-Wv Extract, Transform and J.oad Chapter 4-SQL — ANS-WWSQI. stands for Structured Query Language. It is a coding language used to gencrate sets of data from relational databases such as Clarity. It is nat specific ta Epic's sofluware, Chapter 4-—Which of Epic's databases contains real-time data? A, Chronicles 13. Clarity C. Caboadle — ANS-WWA. Chronicles Chapter 4-Which of Epic's databases are relational databases? A, Chronicles 13. Clarity C. Caboadle — ANS-WW 13. Clarity C. Caboodle Chapter 4—True or False, You can use the Record Viewer to look up the definition of a table in Clarity, - ANS-WWlalse. Use the Record Viewer to view data from a record in Chronicles. Use the Clarily Dictionary to look up the definition of a table in Clarity. Chapter o-Chronicles — ANS-WwW 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 follawing groupings 1. Master Files 2. Records 3. Contacts 4. items 3. lines Chapter 5-Master Irile - ANS-WwW 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, nales and departments. Each master file contains records Chapter 5-Record — ANS-Wwv Records contain information about individual entitics 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 Chapter o—-Indexing — ANS-WWv Indexed Items can be searched faster than non— indexed items. Chapter o—What is the difference between a reeard and a contact? - ANS-WWA 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 recard 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. Chapter 5—What is the difference between a multiple response item and a response each time item? — ANS-WW These refer to different item characteristics. "Multiple response" refers to a particular Response Type. A multiple response ilem can hold mulliple answers on one contact, "Response each time" refers to a particular Add Type. A respanse each time item can hold different answers on different contacts. Chapter o—-True or False: A patient who has been scen twice at your facility should have two records in the Patient master file, - ANS-WW alse — The patient should only have one record, bul that record will have two contacts. Chapter o-A user shows yau a field in Ilyperspace thal they want to report on, Ilow can you find where in Chronicles that field files to? - ANS-WW Control left-click it. If that doesn't work, try using the Record Viewer, Chapter 6-Metric Definition record — ANS-WWIDM — Radar dashboard record that is the frame for metric-based companents IDB - Radar component record thal pulls tagether IDK records for display IDK — Stores settings relaled to how the data will be displayed in Radar IDN - Stores the definition of the metric CSI - Stores the actual data for the metric Chapter 6-Dashboard resource — ANS-WWIDM — Radar dashboard record that is the frame far metric-based components IDB — Radar component record that pulls together IDK records for display IDK — Stores seltings related ta how the dala will be displayed in Radar IDN - Stores the definition of the metric CSF - Stores the actual data for the metric Chapter G6-Summary Level - ANS-WWA summary level is a conceptual way to group data. Far example, you could group your data by department, and department would be a summary level, Chapter G-Summary Target - ANS-WWA summary target is a specific entity ina summary level. for example, you might be interested in only the data from one obstetrics department, and that department would be the summary target. Chapter G6-—Benchmark — ANS-WW Benchmarking is a powerful feature that allows your users lo compare your organization's metric data against data [rom other Epic community members. Chapter 6-Metric Notification - ANS-WW Organizations track metrics to prompt action and decision-making, Radar can track metric values and notify users if the yalues mect defined criteria. These notifications are also known as Triggered Mctric Events (TMEs)}. However, they are not records in a TMI! master file. Chapter 6-What master file stores dashboard resources? — ANS-¥WWIDK answer, A, HRX B. PAT C. IDB — ANS-vwwB. PAT Chapter 7—What should you do before creating a new display column? -— ANS-Vv Check to make sure there isn't a column already created thal you can use, Chapter 8-Report Repository - ANS-WW Epic's Report Repository is a camprehensive and centralized database thal documents standard reporting content and loundation System content produced by Epic. This repository allows you to search [pic's released reports, dashboards, components, data models and filters from stem—lovel information as well as a central webpage, Each entry contains basic contextual information on how the content is used. Chapter 8-User Web — ANS-WWEpic—Released Access, Revenue and Clinical Content at the UserWeb shttp://www.userweb.cpic.com Chapter 9-Grouping — ANS-We¢ Whichever summary format the report builder chooses, they will haye to specify how the data is grouped. All summarization formats fundamentally group data by common characteristics, and then perform summarization functions on all the data which shares that characteristic, Chapter 9-Summarization function - ANS-WW Once data has been grouped, summarization functions aggregate the data and define how it should be displayed for each group. Choosing the wrong summarization function can obfuscate the data. Chapter 9-Graph component — ANS-WwW The data displayed in a graph component comes from the grouping and summarizing performed by the Workbench summary or IDK record. The appearance of graph components is determined in two places — the component record and its data source, For most of these companents, the Data Source used will be a Warkbench report. Since graph components may display a table, and table components may display a graph, their Companent [Editor options are identical Chapter 9-Table component — ANS-Wwv The data displayed in cither type of component comes from the grouping and summarizing performed by the Workbench summary or IDK record. The appearance of both graph and table components is determined in two places — the component record and its data source, For most of these components, the Data Source used will be a Workbench report. Since graph components may display a table, and table components may display a graph, their Component Editor aptions are identical. Chapter 9-Badge — ANS-WWadges are casily digestible graphics representing a single data point from a table or graph component. Badges can be added to a component through the Comterm—113ponent [Editor or through personalization. Badges are not a unique component type. To build a badge, open a graph or table component in the Component [ditor and navigate ta the Badge form. Chapter 9-Bar Graph — ANS-WWA graph that compares members of a group PD. Alerts should always be ordered from lowest to highest severity, or highest to lowest severity — ANS-WWB. The thresholds do not account for decimal percent yalucs Chapter 10-Triage — ANS-¥W# lor a report: looking at the s well as classifying the report by which database should be used. cope and priority, as Chapter 10-Dala Source — ANS-WW Epic data primarily lives in Chronicles, Clarity or Caboodle, Often the first questions that must be answered when deciding how to visualize the data is to determine where it must come from. Databases are also called Datasources Chapter 11—Trace — ANS-WwW It can show which indexes, if any, the search engine is using in the report. Running a trace of the report can answer the question: "Why did this report return this result?" \ trace will run the repart as normal bul the system will keep a log of what was done, This log can be viewed to show the exact logic evaluated for the subject of the tracc. You are able ta specify a record or set of records, and sce why cach record was included or excluded fram the results of the report. Chapter 11—True or False, You are not able to run a report while viewing another user's Library, —- ANS-WW True, You cannot run a report while you are viewing another user's Library Chapter 11—Why can't you sce the data displayed by companents in another user's dashboard in Proxy made? — ANS-WWScecurity. Other users' components may display dala fram parls of Epic you should nat be able ta view, Chapter 12—Analyties Catalog - ANS-WvW The Analytics Catalog is the centralized shop for your data consumers. The following Cogito content is all available and searchable in a single place. Dashboards Components SlicerDicer Data Models Workbench Reports Links Chapter 12—Tags — ANS-WVWLsing report tags is a better way to categorize content, Users rely on tags to narrow their search, and on useful descriptions to select the content they will to run or yiew, Both tags and descriptions can be added during build in the following editors: Components Dashboards Reports Chapter 12-Metadata Editor - ANS-WwvIrom the Metadata ditor, any Analytics Catalog entry can be modified without necding ta open the record in a separate aclivily. This metadata is stored on a recard in the [ICM master file. 3. Building Smartl’orms to support specific workflows in Hyperspace C, Creating custom Radar dashboards for end users D. Integrating Epic-Crystal reports into Hyperspace — ANS-WWA, Managing the flow of data between Clarity and Caboodle 3. Building Smartlorms to support specific workflaws in Hyperspace D. Integrating !pic-Crystal reports into Hyperspace though answers may vary by organization Chapler 13-—True or False. Your Chronicles Administrator, Clarity Administrator and Caboodle Administrator will always be three separate people. - ANS-WWv False. Database administrators sometimes oversee operation of more than one database. Chapter 15-Security Class - ANS-WW Grouping of security paints that grant access to related activities and functionality in an pic application. Think of this as a ring of keys (security points). A Sccurity Class is made up of security points, Security Class is an ECL record. Securily classes are application specific and are altlached to the user or lemplate. Any given uscr could haye upwards of 15-20 different key rings or security classes depending on their job role. The more , the more security classes they will have. applications they need to ace Chapter 15-Security Point - ANS-Wwv Grants access to one feature within [pic. Think af these like a key that grants you access Lo one roam. If a user has a security point, they have access to an activity. If they do NOT have the required security point, then the activity will not be available to them; they won't even see il, Chapter 15-User Record — ANS-WW If someone needs to log into the system to complete their job, they need a user record. The User master file contains one record for every person wha logs in lo your instance of Epic, Your user record contains your login ID and password and is configured with security settings that determine what functions you can access. The basis of all staff-rclated build are the provider (SER) and user (MP) records. Each staff member has a unique provider and/or user record. Chapter 15—-Action Groups — ANS-WW Controls whal exlension—based actions users can use © Standard action groups: © General © Clinical © linancial Chapter 15—Activity—based action - ANS-Wwv The first type of action is one that jumps the user to a place in Hyperspace, This could be opening the patient's chart, creating an cncounter, or opening any other activity. Whether or not a user can take these aclions is controlled by the application securily class in charge of that menu option,