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Epic Cogito
Certification (Set 3)
latest update 2025
with 100% correct
answers(graded A+)
Metric Framework - answer -allows your organization to collect, store, and display data for ﴾ KPIs ﴿ and other metrics in Radar. The metric framework also allows your organization to share information with other Epic community members and benchmark your performance against your peers. -consists of records across multiple master files IDM - answer Radar dashboard record that is the frame for metric‐ based components IDB - answer Radar component record that pulls together IDK records for display IDK - answer Stores settings related to how the data will be displayed in Radar IDN - answer Stores the definition of the metric CSF - answer Stores the data for the metric
Viewing metric data - answer options to drill‐down, view a graph or table, or adjust the date range for which they are viewing data. These options can be turned on or adjusted by administrators who create and edit dashboards. Metric Data sources - answer aggregated from many sources, but a single metric will aggregate its data from a single source. The records of the CSF master file store the data, organizing it by summary level, summary target, and date intervals. This makes the metric framework quick to load for users. -metric framework is flexible, with numerous possible data sources. Chronicles - answer Chronicles‐based metrics can update as often as hourly and include the most current information. Registries - answer collect data for entities that all have something in common, such as patients with asthma. Healthy Planet relies heavily on registries for population health. Registries are populated and updated on set intervals, and metrics based on registries are as up‐to‐date as the registry itself. Clarity, Caboodle, and SQL-Based Databases - answer SQL is a programming language used to query relational databases like Clarity and Caboodle. Metric Build - answer Different configuration options for the metric framework are controlled in different build records Benchmark definitions (metrics) - answer -IDN records. -determine how raw data are summarized into data for display. For example, the percentage of active MyChart users can be calculated by dividing the number
To display the resource in a component... - answer associate the resource with a metric definition ﴾ IDN record ﴿ Data Source - answer Point your resource to its data source on the Data Source form. If this is a Historical Trending resource, list the source metric. Metrics which store data as a ratio can display either: - answer Calculated Value: The output of the ratio formula defined in the metric. Elements of the ratio: The numerator, the denominator, or the numerator over the denominator. Display - answer -to adjust formatting options, such as the rounding and threshold definitions. -Default display format -Determines the basic display format, such as percentage, number, currency, or time. -Default thresholds Specify the thresholds used by this resource record. Resource‐level thresholds can be leveraged by any component that uses this Resource. They cannot be personalized by a user on a dashboard. It is possible for a component to override the resource‐level threshold settings. If your dashboard uses Dashboard Summary Level parameter... - answer any lookup method other than Specific Value will be overridden by the dashboard parameter. Effectively, all 3 other options will behave identically on any dashboard with a Dashboard Summary Level parameter. Links and Reports - answer -Users often want to see the row‐level details underlying metrics. Dashboard resources can be configured to connect to saved SlicerDicer sessions or Reporting Workbench reports, allowing users to "dive in" to the data displayed by the metric and explore it themselves (requires building the SlicerDicer
sessions or Reporting Workbench report to closely match the logic of the attached metric) -Linked SlicerDicer sessions can be set to pull in the current summary targets and date range being used by the dashboard resource so that the user will be opening a session already filtered to their level of drilldown from the dashboard. To launch the SlicerDicer session or run the Reporting Workbench report, the user can click the information button ﴾ ﴿ that appears on a resource on hover and click one of the resulting links. Create the Component (IDB) - answer -Components in the IDB master file control metric‐related settings that propagate to lower levels of the metric framework, such as the time period used to display the data. And, like dashboards, components act as frames that store one or more records of the next level of the metric framework: the dashboard resources. -It is not possible to override Epic‐released component settings. Therefore, it is common to create new components when customizing Epic‐released settings. forms of the Component Editor for metric‐based components - answer Basic Information! -Display format: Metric‐based components use a display format of "Table" or "Graph". -Data source: Set to "Dashboard Resources". Data source! (most of the specialized build happens here -Summary type: Set to "Historical Trending". -View As: This field determines the meaning of a row in the component. A value of Resources allows one component to display each resource as its own row. A value of Summary Targets allows one component to display a different summary target on each row. -Resources: Use the Add button to add each row of the component.
view. The trending view shows the trend over time. The comparison view can show how the numbers in April this year compare to the numbers in April last year. The administrator can decide which column values will be available to compare. Users can toggle between trending and comparison views with the Component Options menu. Output Format - answer To apply threshold settings at the component level, uncheck the Use thresholds from data source checkbox. Doing so overrides resource‐level settings and allows users to personalize threshold settings. Create or Modify the Dashboard ﴾ IDM ﴿ - answer -Dashboards in the IDM master file act as frames in which components are embedded. Dashboard‐level metric settings can control the summary levels and targets of displayed data, provided the component is configured to accept dashboard‐level changes. -Once the component is built, it can be added to dashboards just like any other component. Dashboard summary level parameters will... - answer affect all metric‐based components that have a lookup method other than "Specific Value" set on the Data Source form. How does adjusting the dashboard dates and parameters affect a SlicerDicer session linked to a resource? - answer Changing the dashboard-level dates and parameters determines the filters used in the SlicerDicer session Metrics Features - answer When building a metric‐based component, the View As field on the Data Source form determines what one row in the component is. -Resources- Each row in the component is a resource. Use this setting to show several related resources for one summary target at a time.
-Summary Targets-Each row in the component is a summary target. Use this setting to compare several summary targets for one resource. Benchmarking - answer -allows your users to compare your organization's metric data against data from other Epic community members. -helps magnify the impact of metric‐based components as the measures are seen outside the narrow context of your specific organization and can be understood as part of industry‐wide trends. Provider Pulse - answer Epic-released, utilizes metrics to help providers improve their efficiency. It highlights for the provider viewing the dashboard key metrics on which they can improve. System Pulse - answer Epic-released, utilizes metrics to help your organization's technical staff monitor system performance. It includes metrics on your system's operational database servers, server performance, Epic processes, and end‐user responsiveness. Pulse - answer Epic-released, aggregate anonymized data from the Epic community, allowing managers and executives to compare their organization's performance on KPIs against other, similar organizations. Available within Hyperspace or on the Pulse website. Notifications - answer -aka Triggered Metric Events (TMEs) -Radar can track metric values and notify users if the values meet defined criteria. -they are not records in a TME master file. -You can build notifications in the Notification Editor activity.
Radar admin can access... - answer personalized dashboard views, as well as source dashboards they do not have access to, for troubleshooting purposes by viewing another user's catalog. When you have opened a source dashboard or a dashboard view from another user's catalog... - answer you can see the IDs of each component and the layout of the dashboard as seen by that user (can help identify exactly which components a user may be having trouble with) The contents of the components will be obscured to prevent the administrator from seeing data they should not access. Instead, every component will display the message: "The content loaded successfully but is not displayed in proxy mode." While in another user's catalog - answer -You cannot create new reports from templates. You can edit both public and private reports and save copies of them into either your own catalog or the user's catalog. -You cannot run another user's private reports (they can only be edited) -If you try to run a public report, you will see a message indicating that the "report's results will be generated as if it were run by the login user and may be different than if the report were run by" the user whose catalog you are viewing. -The filters in the top left will display that user's name instead of your name. Troubleshooting and Private reports - answer If the users have the security, they can share these reports with you directly. However, if your users can't or don't know how to do so, administrators can view another user's Analytics Catalog which will allow them to view the private reports of that user.
Saving a Copy of a Private Report to Your Own Catalog - answer - you can open the report for editing and view Report Settings (you can make the changes right away and save the original private report but you will often have to edit the report and then run it to make sure it runs properly). -The most effective way to troubleshoot another user's private report is to save a copy of the report to your catalog!!! -While in the Report Settings window in another user's private report, click Save As. Choose the My Library option to save a copy to your own catalog. -Now you can change aspects of the report, run it as needed, and troubleshoot it effectively. Running a trace is a great tool to use here. -Options for getting the fixed HRX back to its owner. --Share the report with its original owner and have them save a copy of the fixed report. (The fixed copy in your catalog and the original will have to be deleted from their catalog). --If the fix is minor and quick, view their catalog and edit the original, making the change and saving it. The fixed copy in your catalog will have to be deleted. How to identify private content in the Analytics Catalog - answer The content icon includes a person Troubleshooting Workbench Reports-Tracing a report - answer -If results contain data that shouldn't be there, or do not contain results that should, the problem may be in the query itself. -Running a trace of the report can answer the question: "Why did this report return this result?" and can also show which indexes, if any, the search engine is using in the report. A trace will run the report as normal, but 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 trace. You can specify a record or set of records and
formatted values displayed by the PAF column. Filtering and sorting by PAF columns often rely on these unformatted values, so using Debug mode can help explain unexpected behavior. Performance Cap Errors - answer -Reporting Workbench directly queries the Chronicles database. It generally should not be used to search over large data sets or return a large number of results. -Each organization can decide what should be considered "large" and set caps to prevent reports from searching over or returning too many records If you encounter a search or return limit error, there are some things you need to consider: - answer -Is this report appropriate for Reporting Workbench, or would another tool be better‐suited? -If the max number of records to search is reached, can the report be modified so that it searches on fewer records? (Including indexed items can help this) -If the max number of records to return is reached, can the number of results be cut down? (make sure the search is using an appropriate date range) SQL Based Troubleshooting - answer Both Caboodle and Clarity are SQL databases, so reporting content that queries either of these databases uses SQL SlicerDicer SQL Query Viewer - answer -investigating where a given SlicerDicer Filter is getting its data (tracing the data lineage from Caboodle, sometimes all the way back through Clarity into Chronicles) -provide the BID an actual SQL query generated by SlicerDicer (viewed in SlicerDicer by clicking the Troubleshoot button)
Tracing a SQL‐based Reporting Workbench Report - answer As with Reporting Workbench reports that use the Ad Hoc search engine, traces can help to troubleshoot reports built from Cogito SQL templates, which run a SQL query. The trace is run in the same way, except you do not need to select a record to trace. Validating SQL Metric Data - answer SQL drilldown reports execute SQL queries to display a row‐level drilldown about the current summary target ﴾ s ﴿ and time interval the metric displays. Which of the following best describes what happens when you run a public report while viewing another user's Catalog? Choose only ONE answer. - answer You will run the report as yourself, not as the other user A user runs a Workbench report and gets the message that the results may be incomplete because the search reached the max number of records to search. Which of the following should be considered to help the user get the needed information? Select ALL that apply. - answer a. Use an indexed item so that the search is more efficient c. Narrow the date range on the report to search over fewer results True or False. If a Workbench report is reaching the max number of records to search or return, the only course of action to help users get the needed information is to override the record limits on the override tab. - answer False
