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Epic Systems Dashboard and Analytics: A Guide to Reporting and Data Analysis, Exams of Medicine

A comprehensive guide to using epic systems dashboards and analytics for reporting and data analysis. It covers key concepts such as dashboards, metrics, reports, and slicerdicer, offering practical insights and examples. Particularly useful for healthcare professionals and analysts seeking to leverage epic's reporting capabilities for data-driven decision-making.

Typology: Exams

2024/2025

Available from 01/23/2025

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Dashboard |- |correct |answer |Dashboards |are
the |hub |of |reporting |and |analytics |in |Epic, |and |consolidate |data |from |all |corners
|of |your |healthcare
system.
What |master |file |stores |dashboard |resources |- |correct |answer |IDK
What |master |files |stores |metric |definitions? |- |correct |answer |IDN
If |a |table |component |has |a |data |source |of |"Report", |will |it |leverage |the |metric
|framework? |- |correct |answer |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. |- |correct |answer |FALSE
A |user |ran |a |report |to |find |all |geriatric |patients |but |now |wants |to |limit |the
|report |to |only |patients |who |have |arthritis. |The |report |includes |a |column |to
|display |the |patients' |medical |problems. |How |can |the |user |limit |the |report |to
|only |arthritic |patients |without |re‐running |it? |- |correct |answer |Use |the |Filters
|tab, |and |filter |the |Medical |Problem |column |on |the |value |"arthritis"
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Dashboard |- |correct |answer |✔Dashboards |are the |hub |of |reporting |and |analytics |in |Epic, |and |consolidate |data |from |all |corners |of |your |healthcare system. What |master |file |stores |dashboard |resources |- |correct |answer |✔IDK What |master |files |stores |metric |definitions? |- |correct |answer |✔IDN If |a |table |component |has |a |data |source |of |"Report", |will |it |leverage |the |metric |framework? |- |correct |answer |✔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. |- |correct |answer |✔FALSE A |user |ran |a |report |to |find |all |geriatric |patients |but |now |wants |to |limit |the |report |to |only |patients |who |have |arthritis. |The |report |includes |a |column |to |display |the |patients' |medical |problems. |How |can |the |user |limit |the |report |to |only |arthritic |patients |without | re‐running |it? |- |correct |answer |✔Use |the |Filters |tab, |and |filter |the |Medical |Problem |column |on |the |value |"arthritis"

Who |can |find |a |public |report |in |the |Analytics |Catalog? |- |correct |answer |✔If |a |user |can |see |a |template |in |the |Analytics |Catalog, |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. |- |correct |answer |✔FALSE What |is |the |difference |between |a |parameter |and |a |display |column? |- |correct |answer |✔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? |Choose |only |ONE answer. A. |HRX B. |PAF C. |IDB |- |correct |answer |✔b. |PAF What |should |you |do |before |creating |a |new |display |column? |- |correct |answer |✔Check |to |make |sure |there |isn't |a |column |already |created |that |you |can |use. How |could |you |find |out |what |options |are |available |for |you |to |use |in |dividing |up |a |pie |chart, choosing |categories |for |your |bar |graph, |or |setting |up |levels |of |a |grouped |summary? |- |correct |answer |✔Check |the |list |of |Available |and |Used |columns |in |the |Display |tab |of |your |report.

When |can |you |integrate |dashboard |parameters |and |dates |with |your |SlicerDicer |session? A. |When |picking |your |data |model B. |When |saving |your |session C. |When |creating |your |component D. |While |viewing |your |dashboard |- |correct |answer |✔D. |While |viewing |your |dashboard Which |of |the |following |best |describes |what |happens |when |you |run |a |report |while |viewing |another user's |Catalog? A. |You |will |be |unable |to |run |the |report. B. |You |will |run |the |report |as |yourself, |not |as |the |other |user. C. |You |will |run |the |report |as |the |other |user, |not |as |yourself. D. |You |can |choose |whether |to |run |the |report |as |yourself |or |as |the |other |user. |- |correct |answer |✔ When |viewing |another |user's |dashboard |from |their |Catalog, |why |can't |you |see |the |data |displayed by |components? |- |correct |answer |✔Security. |Other |users' |components |may |display |data |from |parts |of |Epic |you |should |not |be |able |to view. Which |of |the |following |best |describes |what |happens |when |you |run |a |report |while |viewing |another user's |Catalog?

A. |You |will |be |unable |to |run |the |report. B. |You |will |run |the |report |as |yourself, |not |as |the |other |user. C. |You |will |run |the |report |as |the |other |user, |not |as |yourself. D. |You |can |choose |whether |to |run |the |report |as |yourself |or |as |the |other |user. |- |correct |answer |✔B. |You |will |run |the |report |as |yourself, |not |as |the |other |user. Which |of |the |following |reporting |resources |can |appear |in |the |Analytics |Catalog? A. |Workbench |Reports B. |Saved |SlicerDicer |sessions C. |Radar |dashboards D. |Dashboard |components E. |Workbench |templates F. | Third‐party |reporting |content |- |correct |answer |✔a) |Workbench |Reports b) |Saved |SlicerDicer |sessions c) |Radar |dashboards d) |Dashboard |components e) |Workbench |templates f) | Third‐party |reporting |content --ALL |OF |THEM When |building |custom |reports, |dashboards, |or |components, |which |parts |of |your |record |will |be visible |and |searchable |in |the |Analytics |Catalog? |- |correct |answer |✔The |display |name |of |the |record, |tags, |and |the |description

You |have |built |a |component |record. |Now, |in |the |Designer |UI, |you |click |Add |Component |but |can't find |your |component |in |the |catalog. |Why |not? A. |You |are |trying |to |add |the |component |to |a |view |instead |of |to |the |source. |You |can |only add |components |to |the |source |from |the |Designer |UI. B. |Your |component |isn't |enabled. C. |You |haven't |refreshed |the |dashboard! |Click |ALT |+ |= |to |refresh. D. |You |must |not |have |access |to |the |component. |You |can |only |add |components |to |a dashboard |if |you |have |access |to |them. |- |correct |answer |✔B. |Your |component |isn't |enabled. True |or |False. |Every |source |dashboard |has |exactly |one |view. |- |correct |answer |✔False |- |Each |user |can |create |one |or |more |views |of |a |single |source |dashboard. True |or |False: |SlicerDicer |can |be |used |to |report |on |any |data |that |has |ever |been |entered |into |Epic |- |correct |answer |✔False. |SlicerDicer |can |only |be |used |to |report |on |data |that |has |been |extracted |to |Caboodle. 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? Choose |only |ONE |answer. A. |Add |a |criterion B. |Change |your |measure C. |Add |a |slice

D. |Change |your |visualization |- |correct |answer |✔C. |Add |a |slice Which |of |Epic's |databases |contains | real‐time |data? A. |Chronicles B. |Clarity C. |Caboodle |- |correct |answer |✔A. |Chronicles Which |of |Epic's |databases |are |relational |databases? A. |Chronicles B. |Clarity C. |Caboodle |- |correct |answer |✔B. |Clarity C. |Caboodle True |or |False. |You |can |use |the |Record |Viewer |to |look |up |a |list |of |columns |in |a |Clarity |Table. |- |correct |answer |✔False. |Use |the |Record |Viewer |to |view |data |from |a |record |in |Chronicles. |Use |the |Data |Dictionary |in |the Analytics |Catalog |to |look |up |the |columns |in |a |Clarity |table. Which |of |Epic's |databases |contains | real‐time |data? A. |Chronicles B. |Clarity C. |Caboodle |- |correct |answer |✔ What |is |the |difference |between |a |record |and |a |contact? |- |correct |answer |✔A |record |is |a |single |entity. |What |kind |of |thing |depends |on |the |master |file | |a

True |or |False. |Only |administrators |with |the |right |security |can |build |a |report |from |an |unconfigured |template. |- |correct |answer |✔False. |If |a |template |is |unconfigured |no |one |will |be |able |to |see |the |template |in |the |Analytics |Catalog What |must |be |assigned |to |a |template |so |that |the |template |is |considered |configured? |- |correct |answer |✔To |be |considered |configured |a |template |must |have | One |report |type |assigned |to |it At |least |one |report |group What |activity |can |you |use |to |find |a |list |of |all |configured |templates? |- |correct |answer |✔Template |Manager. Which |of |the |following |is |a |way |to |grant |users |access |to |a |specific |dashboard |in |Hyperspace? A. |Alter |the |Radar |security |class |of |the |users |who |should |see |the |dashboard B. |List |appropriate |user |types |on |the |dashboard |in |the |Dashboard |Editor C. |By |listing |a |dashboard |directly |in |a |user |record |or |linked |template D. |List |appropriate |report |groups |on |the |dashboard |in |the |Dashboard |Editor |- |correct |answer |✔B. |List |appropriate |user |types |on |the |dashboard |in |the |Dashboard |Editor C. |By |listing |a |dashboard |directly |in |a |user |record |or |linked |template D. |List |appropriate |report |groups |on |the |dashboard |in |the |Dashboard |Editor What |is |an |HRX |record? |- |correct |answer |✔A |Workbench |report, |a |SlicerDicer |session, |or |one |of |the |many |other |application |reports |stored |in HRX

When |looking |at |a |PAF |record |in |the |Column |Editor |or |Record |Viewer, |how |could |a |user |determine which |templates/reports |include |this |column? |- |correct |answer |✔They |couldn't. |PAF |records |don't |contain |a |reference |to |the |reports |or |templates |which |use |them What |is |the |easiest |way |to |access |an |activity |in |Hyperspace? |- |correct |answer |✔Chart |Search Chart |Search |allows |you |to |type |the |name |of |a |Hyperspace |activity |into |the |search |bar |in |the |upper |right |corner |of |your |window, |and |jump |to |that |activity. As |an |administrator |you |want |to |make |changes |to |a |dashboard |that |affects |all |users. |How |can |you |do |this? |- |correct |answer |✔By |creating |and |editing |a |Source |Dashboard. | Source |Dashboards |and |Views |are |very |similar, |most |users |will |not |know |which |one |they |are |looking |at. When |building |a |"Source |Dashboard" |how |is |the |Analytics |Catalog |different? |- |correct |answer |✔Limited |content |types: |You |can |only |see |Content |Types |of |SlicerDicer |and |Component.

  1. |Unlimited |access. |Whether |you |have |"My |Catalog" |checked |or |unchecked, |you |will |always |see |a |list of |every |Enabled |component |or |SlicerDicer |session |in |your |entire |database.

Regarding |access |to |a |dashboard |you |have |created |what |is |the |big |difference |between |Designer |UI |and |Dashboard |Editor? |- |correct |answer |✔When |you |create |a |dashboard |using |the |Designer |UI, |you |will |always |have |access |to |that |dashboard. | The |same |cannot |be |said |of |the |Dashboard |Editor. |It |is |possible |to |build |a |dashboard |here |that |is |not |available in |your |Analytics |Catalog. What |is |the |difference |between |a |Source |Dashboard |and |a |Dashboard |View |- |correct |answer |✔Source |Dashboard: Build |by |an |Administrator |and |available |in |the |catalog. Dashboard |View: Customized |by |Users Not |shareable |or |discoverable. What |is |Reconciliation? |- |correct |answer |✔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. |If |any |of |the |following |changes |occurred |on |the |source |dashboard, |they |are |propagated |to |all |views |of |that |dashboard Give |some |examples |of |reconciliation |- |correct |answer |✔1. |A |component |is |removed |from |the |source |dashboard. |Even |if |the |user |changed |that |component's

settings |on |their |dashboard, |the |component |is |removed |from |the |view |during |reconciliation.

  1. |A |component |is |added |to |the |source |dashboard. |Even |if |the |user |has |previously |removed |this component |or |has |another |component |in |the |same |"position" |on |the |dashboard, |the |new component |will |always |be |added |to |all |views |of |the |source.
  2. |Components |on |the |source |are |rearranged Source |Dashboards |- |correct |answer |✔Building |a |source |dashboard |is |not |something |most |users |will |be |able |to |do. |Source |dashboards |can |be |distributed |through |the |Analytics |Catalog |to |large |groups |of |users |at |a |time. |They |should |always |go |through |a |validation |and |testing |process |before |becoming |available |to |the |community. What |does |the |MetaData |Editor |allow |you |to |do? |- |correct |answer |✔you |can |add |tags |and |descriptions |to |your |dashboard |from |this |activity. |You |can |also |use |it |to |make |your |dashboard |available |to |large |groups |of |users |by |adding |Report |Groups |to |it. What |are |two |ways |to |access |the |The |Dashboard |Editor. |- |correct |answer |✔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 |with |Chart |Search |or |by |editing |a |dashboard |from |the |Analytics |Catalog.

Access |the |About |Hyperspace |window |by |navigating |to |Epic |button |> |Help |> |About |Hyperspace. Activity |Descriptor |in |the |Menu |Summary |- |correct |answer |✔Use |Chart |Search |to |launch |the |Menu |Summary |activity. When |this |activity |launches, |it |defaults |to |showing |you |a |summary |of |your |own |available |menu |activities. You |can |change |the |user |or |their |login |context |to |see |activities |available |to |other |users |in |other |places. Click |the |Epic |Menu |and |Toolbars |link |to |show |a |list |of |all |the |menu |activities |that |user |has |access |to. |By expanding |the |menu |tree, |you |can |logically |follow |the |menu |hierarchy |just |as |that |user |would |see |it. What |can |you |do |in |Dashboard |Editor |that |you |absolutely |can't |do |in |Designer |UI |- |correct |answer |✔Set |an |Owning |Application Change |the |layout |and |name |your |regions Customize |Resource |Settings Customize |Dashboard |Parameters Toggle |dashboard |as |not |"ready |for |use" What |information |is |in |"About |Dashboard" |and |how |do |you |get |to |it? |- |correct |answer |✔Accessed |via |"Dashboard |Options" |menu

Name ID |(metadata |ID) Also |has |an |"Edit |Details" |button |that |opens |up |the |Metadata |Editor. In |View |Manager |You |see |a |view |with |Cogwheels |on |it |vs. |a |Wrench |icon |for |the |other |views. |What |do |the |two |different |icons |signify? |- |correct |answer |✔The |Cogwheels |allow |you |to |edit |the |Source |Dashboard. | The |Wrench |allows |you |to |edit |the |Views |created |from |the |Source |Dashboard. Within |the |context |of |adding |content |to |a |View |Dashboard |vs. |Source |Dashboard, |what |is |the |difference? |- |correct |answer |✔When |building |a |source |dashboard, |a |user |is |not |limited |to |a |certain |set |of |relevant |content. |They |can |add |content |here |that |they |would |NOT |be |able |to |add |to |their |own |views |as |a |user. You |go |into |Dashboard |Editor |to |the |"Layout" |form |and |Name |your |different |regions. |You |then |save |the |changes, |but |don't |see |the |region |names. |Why |is |this? |- |correct |answer |✔The |"Group |components" |checkbox |was |not |checked The |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.