1. technology and computing
2. software
3. databases

Practice Analytics
Deep Dive Hands-On
Tuesday, September 10, 2013
1:00pm-5:00pm
Confidential and Proprietary Information of Vitera
Healthcare Solutions, LLC. Presentations are for
informational purposes only.
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INTRODUCTION
Your Vitera PA Deep Dive Team
● Norm Sirois – Director ,Product
Development
● Tim Brown – Manager, Practice
Analytics Development
● Joe Leombruno – Lead Developer &
Architect, Practice Analytics
Development
● Leslie Paith – Business Analyst,
Product Management
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INTRODUCTION
Agenda
●Best Practice Approach To
Developing Reporting
Solutions
●Analytical Worksheet
Custom Solutions
●Reporting Across Multiple
Infofolders Using Multi-Pass
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GETTING THERE TOGETHER
• This Practice Analytics workshop will show you:
• Effectively develop a BI Solution using Practice Analytics
• Perform in-depth analysis of your data within the Analytical
Worksheet
• Utilize the power of Multi-Pass queries to report across
multiple subject areas
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Practice Analytics Deep Dive Hands-On
BEST PRACTICE APPROACH TO
DEVELOPING BUSINESS INTELLIGENCE
SOLUTIONS
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APPROACH TO DEVELOPING BI SOLUTIONS
The Approach to Solution Building is Key To Success!!!
●Increased Demand for BI
Solutions
●Dashboards vs. Reports
●BI Solution Development
Workflow
●Organize, Secure And
Deliver BI PA Solutions
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INCREASED DEMAND FOR BI SOLUTIONS
No Doubt…Healthcare Business Intelligence is Challenging
Provider Productivity
Private Insurance
CMS
Medicare
Medicaid
Patient Quality
Meaningful Use
ACO
BI Solution Developer
PCMH
PQRS
Pay For Performance
UDS
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HOW PA CAN MEET THESE DEMANDS-DASHBOARDS
Dashboards…Exploring new Dimensions
●Out of the Box
Solutions for Major
Healthcare Programs
●Dashboard Key
Performance Indicators
For Your Practice
●Dashboards =
Business Discovery
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WHEN TO USE DASHBOARDS
●Participation in Major Incentive Programs
– PCMH, PQRS, MU
●Quick Glance of Key Performance Indicators For
Your Practice
●Business and Clinical Discovery
●Transaction Level Data Not Needed
●Publication of Key Practice Metrics to Team
Members
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HOW PA CAN MEET THESE DEMANDS-REPORTS
Reports…Diving Into Deeper Data Depths
●Hundreds of Prebuilt
Solution Reports
●True Ad-hoc
Reporting and Data
Mining
●Thousands of
Reportable Fields
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WHEN TO USE REPORTS
●BI Request Is Outside Metrics Provided By
Dashboards
●Transaction Level Data Required
●Subject Area Is Not A Mainstream Topic
●Very Specific and Non-Typical Data Fields Are
Required
●Complex Data Aggregations and Groupings Are
Needed
●Complex Row Level Data Filtering/Refinements Are
Needed
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BI SOLUTION DEVELOPMENT WORKFLOW
●1-Translate Report
Request
●2-Define End Game
Format
●3-Identify Subject
Area(s)
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BI SOLUTION DEVELOPMENT WORKFLOW (CONT)
●4-Identify List Of Data
Fields In Output
●5-Identify Filtering or
Refinement Criteria
●6-List any Aggregate or
Grouping of Data
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BI SOLUTION DEVELOPMENT WORKFLOW (CONT)
●7-Select PA
Feature(s)
●8-Build the Solution
●9-Deliver the
Solution
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ORGANIZE, SECURE AND DELIVER BI PA SOLUTIONS
●Dashboard
Bookmarks
●Create User
Accounts for
Solution Recipients
●Isolate Data By
Dataset/Practice
●Create Separate My
Reports Folders For
Each Stakeholder
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ORGANIZE, SECURE AND DELIVER BI PA SOLUTIONS
●Public Reports
●Scheduled Reports
Feature (New in
version 9.00)
●Create File Server
Shared Folder for
External Docs
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Best Practice Approach To Developing Business
Intelligence Solutions
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Practice Analytics Deep Dive Hands-On
ANALYTICAL WORKSHEET CUSTOM
SOLUTIONS
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ANALYTICAL WORKSHEET CUSTOM SOLUTIONS
Effective Solution Building Using the Analytical Worksheet
●How to Get Started
●Validating Data
●Developing the Solution Using The
Analytical Worksheet
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HOW TO GET STARTED
Selecting The Subject Area
●Search Existing
Reports
●Use Solution
Reports
●Source System
Crosswalk With PA
Infofolder
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HOW TO GET STARTED
Selecting Required Fields
●Report
Properties
●Report
Copy
●Select
InfoChart
●Favorites
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VALIDATING DATA
Why Data Validation is Important
●Data Integrity
●Confidence
&Credibility
●Impacts Business and
Clinical Decision
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VALIDATING DATA
Data Validation Techniques: Refine Window
●Quick View
●Refine Base
Query
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VALIDATING DATA
Data Validation Techniques: Analytical Worksheet Drill Down
● Include Broader Data Population
in Refinement to Worksheet
● Step 1-Select Key Column and
Quick Filter (i.e. Pat Person
Number)
● Step 2-Apply Count on Key
Column
● Step 3-Sort Count Key Column In
Descending Order
● Step 4-Select Row in Summary
and Drill Down Detail Data
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VALIDATING DATA
Data Validation Techniques: Using Source System
● Reverse Engineer
Report
● Reconcile With
Source System
Reports
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Analytical Worksheet Custom Solutions
Getting Started and Data Validation Techniques
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DEVELOPING THE SOLUTION USING THE ANALYTICAL WORKSHEET
The Analytical Worksheet is THE PRIMARY tool in building
Business Intelligence Solutions for your practice
●Navigation
●Data Filtering
●Data Aggregation
and Drill Down
●Grouping Data
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DEVELOPING THE SOLUTION USING THE ANALYTICAL WORKSHEET
Navigation
●Summary vs. Detail
●Multiple Worksheets
●Moving and Inserting
Columns
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DEVELOPING THE SOLUTION USING THE ANALYTICAL WORKSHEET
Filtering Data
●Quick Filters
●Summary Filtering
●Advanced Filters and
Cross Tabs
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Developing the Solution Using The Analytical Worksheet
Navigation and Data Filtering
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DEVELOPING THE SOLUTION USING THE ANALYTICAL WORKSHEET
Grouping Data
●When To Group Data
● How To Group
Data
●Summary Section
Aggregation
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DEVELOPING THE SOLUTION USING THE ANALYTICAL WORKSHEET
Data Aggregation and Drill Down
●Aggregating Detail
Data to the Summary
Section
● Summary Window
Calculations
●Drill Downs
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Developing the Solution Using The Analytical Worksheet
Data Aggregation and Grouping
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Developing the Solution Using The Analytical Worksheet
HANDS ON
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Analytical Worksheet Custom Solutions
Section Wrap-Up
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Practice Analytics Deep Dive Hands-On
REPORTING ACROSS MULTIPLE
INFOFOLDERS USING MULTI-PASS
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REPORTING ACROSS MULTIPLE INFOFOLDERS USING MULTI-PASS
Multi-Pass Is the Bridge Between Subject Areas
●Multi-Pass Concepts
and Configuration
●Anatomy of a
Multi-Pass
Solution
●Developing the
Solution Using MultiPass
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MULTI-PASS CONCEPTS AND CONFIGURATION
What is a Multi-Pass Solution?
● Allows a Result from One
Report/Subject Area to be Used as a
Refinement on Another Report
● Is the Solution For More Complex
Reporting Requests
● Single MP Query Can Be Shared
With Many Base Reports
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MULTI-PASS CONCEPTS AND CONFIGURATION
How Do MP Queries Interact with My Target Report?
● Each Row in a MP Query Result is
Used as a Refinement on the Data
Results in Target Report
● A Key Field in the MP Query Needs Is
Used Match the Target Report’s
Refinement Field Value
● The Key Field is Typically Pat
Person Number or Encounter Id
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MULTI-PASS CONCEPTS AND CONFIGURATION
Administration and Process
● Assign User(s) MP Create/Modify
Role
● MP Queries Run as Part of the
Nightly Load Process
● Save Processing Time: Delete
Obsolete MP Queries
● Save Processing Time: Turn Off
Vitera Delivered MP Queries
● Name of MP Drives Order of
Processing
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MULTI-PASS CONCEPTS AND CONFIGURATION
Multi-Pass Concept
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ANATOMY OF A MULTI-PASS SOLUTION
Leveraging Pre-Delivered MP Solutions
● Pre-Delivered MP Queries
Are in Solution Reports
Area
● Copy Pre-Delivered MP
Query to My Reports To
Isolate Data Population
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ANATOMY OF A MULTI-PASS SOLUTION
Delivered MP Solution Example
● Use Case: Diabetic Patients Using Both iEHR and PM Systems
● Main Report: List of
Patients (DM01_
HbA1c_Management)
● MP Query 1: Diabetic From
iEHR Clinical Finding Data
(aDM01)
● MP Query 2: Diabetic From
iPM Charge Data (aDM02)
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DEVELOPING THE SOLUTION USING MULTI-PASS
Step By Step Approach To MP Solution Development
● 1-Break Down Reporting
Request Criteria
● 2-Identify Each Subject
Area in Criteria
● 3-Create MP Query for
Each Subject Area Criteria
(Clone From Existing MP If
Necessary)
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DEVELOPING THE SOLUTION USING MULTI-PASS
Step By Step Approach To MP Solution Development
● 4-Select Key Field in
Each MP Query
● 5-Create Main Report
and Apply MP Query
As Refinement(s)
● 6-Complete Target
Report Solution
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Reporting Across Multiple Infofolders Using Multi-Pass
Developing The Solution Using Multi-Pass
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Reporting Across Multiple Infofolders Using Multi-Pass
HANDS ON
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Reporting Across Multiple Infofolders Using Multi-Pass
Section Wrap-Up
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Practice Analytics Deep Dive Hands-On
Workshop Wrap-Up
THANK YOU!!!!!
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