COG170 Fundamentals review questions

What determines how long Report Results show up under My Reports?

"Valid Until Time". When this Valid Until time is reached, the results of the report will be considered expired and will fall off the list. Expired results usually cannot be viewed, but you can see a list of your recently expired results by selecting Expired.

Chronicles reserves item numbers for two items that represent the same thing in every database. Which two items are they.

.1 for Record ID and .2 for Record Name.

How can you see a summarization of the search Results from a report?

1. When the report has finished running, the results of the report run appear. 2. In the upper right corner of the results, click the Options menu. It appears as a series of three vertical dots, much like the Dashboard Options or Component Options menus on a dashboard. 3. Select Show Search Information.

What is an HRX record?

A Workbench report, a SlicerDicer session, or one of the many other application reports stored in HRX

What is the difference between a metric definition ﴾IDN﴿ and a dashboard resource ﴾IDK﴿?

A metric determines how a particular value is calculated, i.e. the definition of the metric. A dashboard resource determines how a particular metric is presented to a user within the frame of a component.

What is a "Networked" item.

A networked item draws its possible values from a list of records rather than a category list. Values in networked items are Record IDs.

What is the difference between a parameter and a display column?

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.

Define the Category data type

A predefined list that limits what a user can choose.

What is the difference between a record and a contact?

A 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 record 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.

Which of Epic's databases contains real‐time data? A. Chronicles B. Clarity C. Caboodle

A. Chronicles

Which of the following do you need to create a link from a dashboard to a given Hyperspace activity? A. The activity descriptor for the activity B. The menu descriptor of the activity C. The user‐facing name of the activity D. The parent menu of the activity record

A. The activity descriptor for the activity

Where is it possible to set the default time intervals for a resource-based component? Choose ALL answers that apply. A: Dashboard Editor B: Resource Editor C: Component Editor D: Metric Editor

A: Dashboard Editor C: Component Editor Answer Explanation: Default date ranges can be set in the Dashboard Editor on the Resource Settings form, or in the Component Editor on the Data Source form.

Which of the following tools allows Benchmarking across other Epic community members? Choose only ONE answer. A: Dashboard Metrics B: Workbench Summaries C: Reporting Workbench D: SlicerDicer

A: Dashboard Metrics

What must be true in order for a metric-based component to be overridden by dashboard level Summary Targets? Choose ALL answers that apply. A: The "Use override settings to control components on this dashboard" MUST be checked on the Resource Settings form of the dashboard B: The component's summary target Lookup Method CANNOT be set to "Specific Value" C: The component's Data Source MUST be Dashboard Resources D: The list of Selectable Summary Levels listed for the dashboard must be the same as the list of Summary Levels listed for the component on the Data Source form.

A: The "Use override settings to control components on this dashboard" MUST be checked on the Resource Settings form of the dashboard B: The component's summary target Lookup Method CANNOT be set to "Specific Value" C: The component's Data Source MUST be Dashboard Resources Answer Explanation: In order for the dashboard to be able to override component summary levels and/or targets 2 criteria must be met. First, the dashboard must be given permission by checking the box on the Resource Settings form and listing Summary Levels. Second, the component's Summary Target Lookup Method cannot be static. Therefore, it cannot be set to "Specific Value" since that would use a static list of targets. Setting it to either "Login Context", "User Security", or "Dashboard Parameters" would allow for overrides, since they are dynamic.

In the Designer UI, which components can you add to a source dashboard?

Any enabled components.

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.

B. if you try to run a report while viewing another user's catalog, 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.

Where do you search for reporting content in Epic?

B. Analytics Catalog

Which of Epic's databases are relational databases? A. Chronicles B. Clarity C. Caboodle

B. Clarity C. Caboodle

How do you add a report to your favorites section?

B. Hover and click the star

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

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

Information in Chronicles is divided into xxxx Files that contain information about a broad subject. A. Tables B. Master Files C. Contacts D. Lines

B. Master Files

What causes of concern would we have about a table component with the following threshold settings? Column Lower Bound Upper Bound Alert Percent 34 67 Yellow Percent 0 33 Green Percent 68 Red A. Percent thresholds should divide into perfectly equal parts ﴾e.g. 33.33, 66.66﴿ B. The thresholds do not account for decimal percent values C. Percent values are unavailable for threshold logic D. Alerts should always be ordered from lowest to highest severity, or highest to lowest severity

B. The thresholds do not account for decimal percent values

Where can you go to research Epic‐released metrics to use in your build? A. Google B. UserWeb > Metric Repository C. UserWeb > Cogito Benchmarking topic D. Analytics Catalog

B. UserWeb > Metric Repository

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.

B. You will run the report as yourself, not as the other user.

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.

B. Your component isn't enabled.

What is a "Response Each Time" add type

Items for which users need to records a value per contact.

One of your users is dissatisfied with the Message board component on their dashboard. They can see other users' posts, but can't make their own posts. What could you edit to fix this? Choose only ONE answer. A: Add a new security point to this user's security class B: Add this user to the list of Authors in the Component Editor C: Add a new report group to this user's EMP record D: Add the component to this user's list of favorites

B: Add this user to the list of Authors in the Component Editor

A Cogito Business Analyst makes a SlicerDicer session using the Patients data model. They then create a graph component using the session and add the component to a new dashboard they are making. What master files did the analyst create new records in? Choose ALL answers that apply. A: FDS B: IDB C: IDM D: HRX E: FDM

B: IDB C: IDM D: HRX Answer Explanation: While analyst uses FDM and FDS records to make the session, the new session itself is a record in HRX. The component to hold the session is a record in IDB and the new dashboard is a record in IDM.

Which of the following are SQL databases? A. Chronicles B. Clarity C. Caboodle

B: Clarity and C: Caboodle

Which of the following items does not change per Contact? Birth Date Temperature Weight Chief complaint

Birth Date.

Which of the following is most likely to be a no-add item in the Patient Master File? Blood Type Appointment Date Temperature Appointment Time

Blood Type

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

C. Add a slice

Which of the following would change the number of records included in your population in a SlicerDicer session? Choose only ONE answer. A: Adding a slice to group by Pregnant or Not Pregnant B: Changing the visualization from a Vertical Bar Graph to a Horizontal Bar Graph C: Adding a criteria to only include patients on the diabetes registry D: Adding a measure to average BMI

C: Adding a criteria to only include patients on the diabetes registry

Two users run the same report. One user sees an action, for example the Letter action, at the top of the report but the second user does not see the action. Why might this be? Choose ALL answers that apply. A: They have different report groups assigned in their user records B: They have different security points assigned in their RW Security Classes C: They have different user security D: They have different action groups assigned in their user records

C: They have different user security D: They have different action groups assigned in their user records Answer Explanation: All actions in the toolbar of the RW results viewer are either Activity actions or Extension-based actions. Activity actions rely on user security to determine access, while Extension-based actions rely on Action Groups.

Getting Item Information in a Hyperspace Entry Field

CTRL+Click (not all fields in hyperspace have this ability) or Record Viewer if CTRL+CLICKE doesnt' work

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?

Check the list of Available and Used columns in the Display tab of your report.

What should you do before creating a new display column?

Check to make sure there isn't a column already created that you can use.

Which of the following pieces of the Chronicles structure keeps track of changes in a record's data over time? Contact Master File Item Record

Contact

A user shows you a field in Hyperspace that they want to report on. How can you find where in Chronicles that field files to?

Control-click it. If that doesn't work, try using the Record Viewer.

Relative to Chronicles what is the tool called "Text" allow an administrator to do?

Create data Modify Data on... Procedures Providers Diagnoses And more....

what is a "Multiple" Response Type

Items that need to store more than one line of data.

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

D. While viewing your dashboard

A user creates a SlicerDicer component using Create Component from Dashboard Options. Who can see this component when they view the dashboard? Choose only ONE answer. A: Any user who has access to the dashboard B: A administrator using the Dashboard Editor C: Any user who shares a Report Group with the component D: Just the user who created it

D: Just the user who created it Answer Explanation: The Create Component can only be used to make SlicerDicer components, and these components only exist on a user's view of a dashboard. Because they did not add the component to the source dashboard, they are the only ones who can see this component when they open their view of the dashboard.

What is the fastest way to create a new dashboard?

Dashboard Options > Create Dashboard

Define: Personalization

Dashboards and components which are created by an administrators are referred to as source records. When an end user selects a source dashboard from the Analytics Catalog, a personalized copy is created just for them. End user personalized copies of these source dashboards and components are considered personalization records.

Dashboard

Dashboards are the hub of reporting and analytics in Epic, and consolidate data from all corners of your healthcare system.

Define: Dashboard

Dashboards centralize content from around Hyperspace, the graphical user interface which allows users to enter, access and interact with Epic data.

define component

Each of the sections of content on the dashboard is a component. Components built by administrators are source records Components built by end-users are personalization records.

True or False. A private report is one that anyone can run, but only the creator can edit.

FALSE

True or False: A metric definition may only be referenced by one dashboard resource record.

FALSE

True or False: You can rerun a report before the Valid until time has been reached.

False

True or False: Report templates appear under the My Favorite Reports Section in My Reports.

False Create Reports > Create Reports From a Template

True or False. Every source dashboard has exactly one view.

False - Each user can create one or more views of a single source dashboard.

True or False: A patient who has been seen twice at your facility should have two records in the Patient master file.

False ‐ The patient should only have one record, but that record will have two contacts.

True or False. A new Reporting Workbench security class must be created for each user.

False. A Reporting Workbench Security Class can be assigned to multiple user records. It is recommended to reuse security classes as often as possible

True or False. Your Chronicles Administrator, Clarity Administrator and Caboodle Administrator will always be three separate people.

False. Database administrators sometimes oversee operation of more than one database.

True or False. Only administrators with the right security can build a report from an unconfigured template.

False. If a template is unconfigured no one will be able to see the template in the Analytics Catalog

True or False: SlicerDicer can be used to report on any data that has ever been entered into Epic

False. SlicerDicer can only be used to report on data that has been extracted to Caboodle.

True or False. You can use the Record Viewer to look up a list of columns in a Clarity Table.

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.

True or False: In a user's Reporting Workbench security class, you can specify individual reports the user has access to.

False: Answer Explanation: A security class does not grant access to content. Instead, each security point is a piece of functionality like the ability to create new reports, personalize a dashboard view, or export data from SlicerDicer.

True or False: All users must have Action Groups set up in their User Record in order to run Reporting Workbench reports.

False: Answer Explanation: The ability to run reports is a piece of functionality, and is therefore controlled by your security points, not your Action Groups.

What does add type tell you about an item?

How long the data is valid for ﴾record‐level or contactlevel﴿

What does response type tell you about an item?

How many lines of data the item can hold

A report writer creates and runs a new report from an existing template in their Analytics Catalog. They then create a new component to put on their existing dashboard that contains a link to the new report. In which master files will this report writer build new records?

IDB ﴾Component﴿ and HRX ﴾Report﴿

What master file stores dashboard resources

IDK

What master files stores metric definitions?

IDN

In Patient Record in the EPT Master File, things like "data of birth", "Name", "Sex" etc. are referred to as...?

ITEM(s)

When do the Summary Level ﴾e.g. Department or Service Area﴿ and Summary Target specified on a dashboard override a component's settings?

If a component has the data source of Dashboard Resources and uses a dynamic lookup method, then the dashboard's summary level and target will override the component's settings.

Who can find a public report in the Analytics Catalog?

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.

what is a "Related" Response Type

Items that need to store multiple values, but they must related to another item's values. An example would be different type of phone numbers for a patient, such as "home phone", "work phone", "mobile". Multiple, but all related to each other.

what is a "No-Add" add type

Items that remain constant over time.

what is a "Single" Response Type

Items that store a single line of data.

What is a Contact?

Items that store multiple values for a Record. Ex. Each time a patient contacts the doctor/provider such as telephone call, hospital visit, regestration encounter. etc.

What controls the list of available measures in SlicerDicer?

Measures are chosen from the list of SlicerDicer Filters (FDS records) available in a given data model.

Your department managers want to see how well each department is measuring up to a shared set of KPIs, so they can set achievable goals, and keep an eye on how close they are to meeting them.

Metrics -- SlicerDicer is not recommend for KPI

Shortcuts used for time

N = "now" as in right now H + 1 = one hour from now

ADD TYPE AND REPSONSE TYPE: DATE OF BIRTH

NO-ADD, SINGLE RESPONSE

Why would someone want to use Reporting Workbench in place of SlicerDicer?

Needs today's data, SlicerDicer doesn't contain the data points the user wants, user wants to take many different actions on the data,

Are filters and formatting saved on a Result Set?

No Saving results only saves the actual result data, not any formatting. If you want to save formatting, you can create a View using the View Manager.

If a table component has a data source of "Report", will it leverage the metric framework?

No. A Data Source of Dashboard Resource indicates a component will use the Metric Framework.

What are the INI names for these master files Payer Patient Diagnosis Provider

Payer EPM Patient EPT Diagnosis EDG Provider SER

A scheduler wants to investigate patient wait times before office visits to see if there are any trends in different departments or for different schedule blocks.

SlicerDicer

A user wants to see the total dollar amount of all medicare denials over the last two months, then see how that line graph changes as they filter out certain procedures or types of encounter.

SlicerDicer

Your organization is pulling 3rd party patient satisfaction data into Caboodle, and wants to give doctors the ability to investigate scores for various types of visit, locations, and procedures.

SlicerDicer

What is an HRN Master File?

RESULTS Results are records in the HRN master file. Every time a report is run, a new HRN is generated to display the results. HRN records can be saved and even customized by the consumer, but they are ultimately temporary, and all HRN records eventually get purged from the system a few months after they expire. While they exist, end users can do some customization of the results

Which of the following pieces of the Chronicles structure represents a single entity in the system, for example, a single patient, a single provider, or a single medication Contact Master File Item Record

Record.

You can use Radar (Dashboard) to visualize data from which of the following sources? Select all that apply Reporting Workbench Metrics SlicerDicer

Reporting Workbench Metrics SlicerDicer --all of them

Within context of Workbench, what is the difference between slicerdicer and summaries?

Reporting Workbench can perform summarization through the Workbench report itself, or end users can create their own visualizations. In the current version, these SlicerDicer‐created visualizations can be saved and made available to all users running a public report. However, the summaries cannot yet be shared on a dashboard. This feature is planned for release later in 2022.

Which reporting tool can pull data from Caboodle Reporting workbench SlicerDicer Metrics

Reporting workbench SlicerDicer Metrics --All of them.

When viewing another user's dashboard from their Catalog, why can't you see the data displayed by components?

Security. Other users' components may display data from parts of Epic you should not be able to view.

A user wants to answer one question: "which patients on a payment plan have missed more than 5 payments in the past year?" How could you visualize this data? Select all that apply SlicerDicer Reporting Workbench Metrics

SlicerDicer Reporting Workbench

What can uses do with Results?

Sorting Filtering No amount of filtering on the results can ever return data that wasn't returned by the original run of the report. Saving a view After applying sorting and filtering, a user can save their cosmetic changes so that the next time they run the same report, the results already have their preferred display settings.

What activity can you use to find a list of all configured templates?

Template Manager.

Assuming a user has the appropriate user role to access a dashboard, what other dashboard settings control whether the dashboard is available for viewing?

The Ready for use and Enabled for user selection check boxes.

When building custom reports, dashboards, or components, which parts of your record will be visible and searchable in the Analytics Catalog?

The display name of the record tags the description

In regards to Date and Datatypes, what short cut can you use to represent Today?

The letter "T"

What is the difference between a multiple response item and a response each time item?

These refer to different item characteristics. "Multiple response" refers to a particular Response Type. A multiple response item can hold multiple answers on one contact. "Response each time" refers to a particular Add Type. A response each time item can hold different answers on different contacts.

When looking at a PAF record in the Column Editor or Record Viewer, how could a user determine which templates/reports include this column?

They couldn't. PAF records don't contain a reference to the reports or templates which use them

On the Criteria Tab, there is a clock icon next to criterion

Timesensitive parameters can be identified by the presence of a clock icon on the Criteria tab. Basically, the report is using time sensitive parameters. In Workbench reports, the date range is not an actual parameter itself. Rather, it acts as a boundary within which time‐sensitive parameters are evaluated.

What must be assigned to a template so that the template is considered configured?

To be considered configured a template must have one and only one type assigned to it and at least one group assigned to it.

How could you change the Display title of a component?

To change the display title, in the Component Editor update the Display title field on the Display form. You can also change the display title of a component through the designer UI

True of False: You can see which criteria a Reporting Workbench report used in the Search Summary in the Results Viewer.

True

True or False: All Reporting Workbench reports are created from templates.

True

True or False: If you apply a filter to the results of a report, then print the results, the printed results will use your filter.

True

True or False: It is possible to assign multiple Report Groups to a template.

True

True or False: Metrics can pull data from Clarity

True

True or False: Reporting Workbench can pull data from Clarity

True

True or False: To sort your results by the values in any column, click on the column header.

True

True or False: When viewing the results of a report, you can apply additional filters and look at just a subset of results.

True

True or False: You can choose the Radar dashboard that automatically launches when you login. True False

True

True or False: You can view your favorite reports in the Analytics Catalog.

True

True or false: Reporting Workbench can pull data from Chronicles, Clarity and Caboodle.

True

True or False: In order for a user to see a report in the Analytics Catalog, the user and the report must have at least one report group in common.

True Answer Explanation: A user doesn't have access to an RW report unless both the user and the report share a report group in common.

True or False: Only Reporting Workbench can pull data, directly from Chronicles

True.

True or False: In table components, the colored indicators can have different thresholds for each row.

True. On the Thresholds tab in the Output Format form, you can specify overrides for each row to have its own thresholds.

True or False: Components require a defined Display title on the Display form.

True: this is a required field.

How many reports can a user add to their favorites?

Unlimited

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?

Use the Filters tab, and filter the Medical Problem column on the value "arthritis"

Override Setting under Report Settings, what does it do?

Users with a high level of Reporting Workbench security can use this tab to change some template‐level settings like the hours to keep results or the maximum records to search or return. Settings here override template‐level settings and only apply to this one report

Items are populated by... ?

Values

Which of the following is most like to be a "Response-each-time" Item in the patient master file? Patient ID Weight Mother's medical History Birth Date

Weight.

Which of these questions are NOT best answered with a Cogito report? Which patients have appointments scheduled in my departments this afternoon Which Departments have had the most missed payments in the last year What is my patient Allergic to? Is preventative street medicine reducing Emergency Department Costs?

What is my patient Allergic to?

A user needs to find the Results of a report, but unable to find via analytics catalog. What is another option?

You cannot find recent or saved results in the Analytics Catalog. Instead, you can add a component to your dashboard which lists all recent or saved results.

Which of the following responsibilities are often met by the Cogito team? A. Managing the flow of data between Clarity and Caboodle B. Building SmartForms to support specific workflows in Hyperspace C. Creating custom Radar dashboards for end users D. Troubleshooting issues with the Chronicles server

a and c, though answers may vary by organization

SLICER DICER: POPULATION

a collection of entities in a data model. A population starts with the base and is refined by the criteria

SLICER DICER: SLICE

a slice divides up a population in SlicerDicer.

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

a) Workbench Reports b) Saved SlicerDicer sessions c) Radar dashboards d) Dashboard components e) Workbench templates f) Third‐party reporting content --ALL OF THEM

Which of the following would you enter in the Parameters field of an activity link to open a Hyperspace activity? a. The activity descriptor and any required parameters for the activity. b. The menu descriptor of the activity. c. The user-facing name of the activity. d. the parent menu of the activity record.

a. The activity descriptor and any required parameters for the activity.

You have built a component record. Which of the following could explain why the component does not appear on a specific dashboard? a. The component is not set as ready for use. b. The component is not listed on the Content form of the dashboard. c. The component and the dashboard do not share any report groups. d. The component has not been marked as enabled for user selection.

a. The component is not set as ready for use. b. The component is not listed on the Content form of the dashboard

What Master File stores one record for every display column in Chronicles? Choose only ONE answer. A. HRX B. PAF C. IDB

b. PAF

"Add Type"

describes how an item's value changes over time.

What are some examples of Master Files that don't user overtime items?

example, ETR ﴾financial transactions﴿ does not, and neither does ORC ﴾scheduled surgeries﴿. Templates searching these master files will generally not include a date range section.

You get a request for a dashboard component that will display how your organization is doing compared to other organizations in the Epic community

metrics

ADD TYPE AND REPSONSE TYPE: language spoken

no add, multiple

ADD TYPE AND REPSONSE TYPE: phone numbers

no add, related

PUBLIC REPORTS

often built by analysts or report writers who have a strong understanding of Chronicles data. These reports can be seen and run by any user with access to the report's template. Because of this, the number of users with the ability to write public reports should be carefully controlled.

PRIVATE REPORTS

owned by the creating user and are not visible in other users' libraries by default. Many high‐needs reporting users will have the security to create their own private reports because the impact of such reports is limited and there is low risk of accidentally distributing incorrect or confusing data.

ADD TYPE AND REPSONSE TYPE: weight

response each time, single

SLICER DICER: FILTER

the word filter is used in SlicerDicer to refer to the many data points defined in a data model. Filters can be used as criteria, as slices, as measures, and as display columns in the detail view.

A user wants to be able to get a list of all patients who are in the ICU right now, and see what medications have been ordered for them.

workbench

The ED Manager at your organization wants to run a report on demand to see a list of all patients currently waiting in the Emergency department so they can add or remove staff as necessary.

workbench

1. What levels are used to describe the Chronicles hierarchy?

· Database / Master File · Record · Contact · Item · Value