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April 2013
CQS v3.7 System Administrator Tutorial:
How to Create Advanced Dashboard
Views
CQS Support Team
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Introduction and Topics
•
To help clients understand and setup Advanced Dashboards, CQS Support created a
set of examples with step-by-step instructions
•
Topics
– Measure Selection and Dashboard Views: Review
– Advanced Dashboard Views: Overview
– Advanced Dashboard Views: Example #1
• Specialty Aggregate
– Advanced Dashboard Views: Example #2
• Provider Group Aggregate
– Advanced Dashboard Views: Example #3
• Compare Against All Providers
– Advanced Dashboard Views: Details
• Permissions
• Aggregate Drill Down
• Basic and Advanced Data Sets
• Information, Print, and Export
– SupportForce / CQS Documentation
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| Copyright © 2013 Allscripts Healthcare Solutions, Inc.
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Measure Selection and Dashboard Views:
Review
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Measure Selection and Dashboard Views
• CQS allows customers to
configure multiple Dashboard
Views consisting of selected
measure combinations and
attribution rules. Once created,
a Dashboard View can be
assigned to multiple providers at
the same time instead of having
to individually select measures
for each provider.
• A provider can easily switch
dashboard views through a
View drop-down field on the
aggregate and patient
dashboards, if multiple
dashboard views are assigned.
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Measure Selection and Dashboard Views
• Dashboard Views are defined under Setup tab  Configuration  Dashboard Views
• Dashboard Views can also be assigned through the New Provider or Edit Provider input forms
- Setup tab  Configuration  Provider  Select Add or Edit button
List of available Dashboard
Views created for the customer
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Measure Selection and Dashboard Views – Summary
Assign to Providers or Provider Groups
Customize Section headers
Create multiple Sections
in a Dashboard View
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Add, reorder, or remove
Sections or Measures
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Advanced Dashboard Views:
Overview
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Advanced Dashboard
• Advanced Dashboards can be configured to enable users to compare measure performance results between
aggregates, such as providers, specialties, and provider groups
• Available aggregates:
- Specific Provider
- Specialty
- Provider Group (custom)
- Specialty & Provider Group
- All Patients (data from all patients)
- All Providers (data from patients attributed to all providers)
• Advanced Dashboards can be utilized by Quality Managers:
- Quality tab  Advanced Dashboard  Select the View from the dropdown menu
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Advanced Dashboard (cont.)
• Advanced Dashboards can also be utilized by Providers (if assigned):
- Dashboard tab  Dashboard  Select the View from the dropdown menu
• Advanced Dashboards have the ability to:
- Drill Down (if enabled)
- Print
- Export (to CSV)
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Advanced Dashboard Views:
Example #1 – Specialty Aggregate
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Example #1 – Specialty Aggregate
Example #1 – Specialty Aggregate
Display aggregate performance for all
providers with the same Specialty for a
selected set of measures
A. Add Dashboard View
1. Setup tab  Configuration 
Dashboard Views
2. Select the “Add” button
3. Name and Describe the view
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Example #1 – Specialty Aggregate (p2)
B. Select Channel and Measures
1. Rename Section (optional)
2. Select Content Channel
3. Select Attribution Rule
(for PHM & HCC)
4. Add Measures
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Example #1 – Specialty Aggregate (p3)
C. Show on Quality Tab
1. Enable “Show On Quality Tab”
checkbox
D. Select Data Set
1. Select Data Set: Advanced
2. Select “Change” button
3. Select Data Set: Specialty
4. Select Specialty
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Example #1 – Specialty Aggregate (p4)
Quality tab  Advanced Dashboard  Select View in dropdown
Select Display Mode: Standard
This Advanced Dashboard example displays aggregate performance for
providers with the Specialty “Family Practice” for two PHM Diabetes measures
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Advanced Dashboard Views:
Example #2 – Provider Group Aggregate
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Example #2 – Provider Group Aggregate
Provider Group Aggregate
Define a custom Provider Group. Then display
aggregate performance for all providers in the
Provider Group for a selected set of measures.
A.
1.
2.
3.
4.
5.
Add Provider Group
Setup tab  Configuration  Provider Groups
Select the “Add” button
Enter Key
Name and Describe the Provider Group
Select the providers you want associated with
this Provider Group
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Example #2 –Provider Group Aggregate (p2)
B. Add Dashboard View
1. Setup tab  Configuration 
Dashboard Views
2. Select the “Add” button
3. Name and Describe the view
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Example #2 – Provider Group Aggregate (p3)
C. Select Channel and Measures
1. Rename Section (optional)
2. Select Content Channel
3. Select Attribution Rule
(for PCC & HCC)
4. Add Measures
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Example #2 – Provider Group Aggregate (p4)
D. Show on Quality Tab
1. Enable “Show On Quality Tab”
checkbox
E. Select Data Set
1. Select Data Set: Advanced
2. Select “Change” button
3. Select Data Set: Provider Group
4. Select Provider Group
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Example #2 – Provider Group Aggregate (p5)
Quality tab  Advanced Dashboard  Select View in dropdown
Select Display Mode: Standard
This Advanced Dashboard example displays aggregate performance for
providers in the “Main St. Office” Provider Group for two PHM Asthma measures
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Advanced Dashboard Views:
Example #3 – Compare Against All Providers
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Example #3 – Compare Against All Providers
Compare Against All Providers
On Provider Dashboard, display the
provider’s performance compared to
aggregate performance for all providers
for a selected set of measures
A. Add Dashboard View
1. Setup  Content Selection 
Dashboard Views
2. Select the “Add” button
3. Name and Describe the view
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Example #3 – Compare Against All Providers (p2)
B. Top Section – My Data (Provider
only)
1. Rename Section (optional)
2. Select Content Channel
3. Select Attribution Rule
(for PHM & HCC)
4. Add Measures
5. Data Set = Basic (default)
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Example #3 – Compare Against All Providers (p3)
C. Bottom Section – All Providers
1. Copy Top Section
2. Enter Name
3. Select Data Set: Advanced
4. Select “Change” button
5. Select Data Set: All Providers
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Example #3 – Compare Against All Providers (p4)
D. Add to Dashboard View for
Providers
1. Select “Providers” or “Provider
Groups” tab
2. Add Providers or Provider Groups
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Example #3 – Compare Against All Providers (p5)
For Comparisons, select
Display Mode: By Measure
Provider Dashboard (Dashboard tab  Dashboard  Select View in dropdown)
This Advanced Dashboard example displays a provider’s
performance (My Data) and aggregate performance
(Compare – All Providers) for two PHM Asthma measures.
Provider Only (Basic) section shows # of Patients
Aggregate (Advanced) section shows # of Providers
A provider can select this View on their Provider
Dashboard to compare their performance against an
aggregate.
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Advanced Dashboard Views:
Details
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Advanced Dashboard: Permissions
Permissions to access Advanced Dashboards on Quality tab:
Note: To configure Dashboard Views (including Advanced Dashboards), a user needs one of these permissions:
- Edit Content Selection
- Edit Customer Configuration
To edit a user’s permissions:
- Setup tab  Security  Users (End User accounts)
- Admin tab  Security  Users (Admin User accounts)
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Aggregate Drill Down
Quality tab  Advanced Dashboard  Select View in dropdown
Selecting “4 Providers” brings
up the Aggregate Drill Down
window (if enabled)
The Aggregate Drill Down window
displays the measure performance
for the aggregate (Fam Practice)
and for the individual providers
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Aggregate Drill Down (p2)
To Enable Aggregate Drill Down
1. Open Edit Dashboard View form
(Setup tab  Configuration 
Dashboard Views)
2. Select Data Set: Advanced
3. Select “Change” button
4. Select Data Set
5. Enable “Allow Provider Drill Down”
checkbox
Note: If “Allow Provider Drill Down” is enabled, users
who have View/Edit Admin Dashboard permission
will be able to see Drill Downs for all providers
included in the Advanced Dashboards (regardless
of the user’s provider access)
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Basic and Advanced Data Sets
Basic - Measure results for patients of the provider
selected on the Dashboard tab
Advanced – Aggregate measure results via the
Advanced Dashboard for one of the following Data
Sets:
- Specific Provider
- Specialty
- Provider Group
- Specialty & Provider Group
- All Patients (data from all patients)
- All Providers (data from patients attributed to
all providers)
Note: To include an Advanced Dashboard on the
Quality tab (Show On Quality Tab), all Sections
must use an “Advanced” Data Set
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Advanced Dashboard: Information, Print, and Export
Quality tab  Advanced Dashboard
Click on “i” to get information
about each Section’s Attribution
and Data Set
Able to “Print” and “Export” (to CSV)
Advanced Dashboard data
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SupportForce / CQS Documentation
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CQS References/Support Documentation
CQS v3.7.x Documentation
(Located on SupportForce - https://login.salesforce.com/)
• CQS System Administration Guide
• CQS Quick Start Reference Guide
• CQS User Guide
• CQS Release Notes
• CQS EHR SSO Deployment Procedures
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CQS References/SupportForce Ticket
Enter CQS in Subject line. This ensures ticket gets
routed to CQS Support.
SupportForce Issue Tickets
• Contacting CQS Support
• Submitting a SupportForce Ticket
• Questions about the CQS application
• Issues/Errors with CQS
• Changes to PM and EHR environments (Upgrades, Server changes, HF’s)
4/22/2013
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