COG170-

Chapter 5-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.

Chapter 6-Summary Level

A summary level is a conceptual way to group data. For example, you could group your data by department, and department would be a summary level.

Chapter 6-Summary Target

A summary target is a specific entity in a summary level. For example, you might be interested in only the data from one obstetrics department, and that department would be the summary target.

Chapter 2-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

Practice Test Question-Which of the following would change the number of records included in your population in a SlicerDicer sesssion? CHOOSE ONLY ONE ANSWER A. Adding a criteria to only include patients on the diabetes registry B. Adding a slice to group by Pregnant and Not Pregnant C. Changing the visualization from a Vertical Bar Graph to a Horizontal Bar Graph D. Adding a measure to average BMI

A. Adding a criteria to only include patients on the diabetes registry By definition a population in SlicerDicer starts with the base you apply, and is refined by criteria. Adding a slice would change how your population is grouped, but would not change the population itself. Criteria are the only filters (FDS records) that affect the population of a session.

Chapter 4-Which of Epic's databases contains real‐time data? A. Chronicles B. Clarity C. Caboodle

A. Chronicles

Chapter 13-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. Integrating Epic‐Crystal reports into Hyperspace

A. Managing the flow of data between Clarity and Caboodle B. Building SmartForms to support specific workflows in Hyperspace D. Integrating Epic‐Crystal reports into Hyperspace though answers may vary by organization

Practice Test Question-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 components's Data Source MUST be Dashboard Resources B. The "Use override setting to control components on this dashboard" MUST be checked on the Resources Settings form of the dashboard C. 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 D. The component's Dynamic Location Method CANNOT be set to "None"

A. The components's Data Source MUST be Dashboard Resources B. The "Use override setting to control components on this dashboard" MUST be checked on the Resources Settings form of the dashboard D. The component's Dynamic Location Method CANNOT be set to "None" 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 Dynamic Location Method cannot be static. Therefore, it cannot be set to "None" since that would use a static list of targets. Setting it to either "Login User and Department", "Dynamic Report Selection Criteria', or "Dashboard Parameters" would allow for overrides, since they are dynamic.

Chapter 5-Add Type

Add Types defines whether data is stored for each record or for each contact.

Finding an Item Number

An INI + Item Number is the address for a piece of data in Chronicles

Item Characteristics

An item's characteristics fundamentally define how it stores data. The key characteristics are: Item number Data type Add type Response type Networking Indexing

Practice Test Question-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 they analyst create new records in? Choose ALL answers that apply. A. FDM B. HRX C. IDM D. IDB E. FDS

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

Practice Test Question-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 shares a Report Group with the component B. Just the user who created it C. An Administer using the Dashboard Editor D. Any user who has access to the dashboard

B. Just the user who created it 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 do no add the components to the source dashboard, they are the only ones who can see this component when they open their view of the dashboard.

Chapter 15-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

Chapter 7-What Master File stores one record for every display column in Chronicles? Choose only ONE answer. A. HRX B. PAF C. IDB

B. PAF

Chapter 9-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

Chapter 9-Badge

Badges are easily digestible graphics representing a single data point from a table or graph component. Badges can be added to a component through the Comterm-113ponent Editor or through personalization. Badges are not a unique component type. To build a badge, open a graph or table component in the Component Editor and navigate to the Badge form.

COMPONENT

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 in the Data Source form. · Component Type Set to "Historical Trending". · Allow multiple 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 Locations allows one component to display a different summary target on each row. · Summary Level Set up to four summary levels over which to aggregate the data. Common values include service area, revenue location, or department. · Dynamic Location Method Determine how the dashboard resources on this component retrieve the summary target(s) for display. Possible options include: o Dynamic Report Selection Criteria ‐ Use the values from the appropriate summary level on the Cogito form of User Security o Login User and Department ‐ Returns a single value: the viewing user's provider record or their current login department, location, or service area (depending on the selected summary level) o None ‐ You will manually define the target(s) for this component · Add Use the Add button to add each row of the component. · Period Interval and Number of periods These two fields determine the number and type of time intervals to include

Chapter 6-Benchmark

Benchmarking is a powerful feature that allows your users to compare your organization's metric data against data from other Epic community members.

Practice Test Question-Given the threshold setting shown here, what color would a value of 50 be in the table? CHOOSE ONLY ONE ANSWER COLUMN Lower Bound Upper Bound Alert Percentage 50 75 Yellow Percentage 0 50 Red Percentage 75 Green A. Red B. Green C. No color will be applied D. Yellow

D. Yellow The threshold upper/lower bounds are evaluated from the top down and are inclusive. Therefore, because the first threshold is from 50 to 75 a cell with a value of 50 would be yellow.

Chapter 2-Dashboard

Dashboards are often the first thing users see when they log into Epic every day. Dashboards are the hub of reporting and analytics in Epic, and consolidate data from all corners of your healthcare system.

Chapter 5-Data Type

Data Type controls what kind of data can be stored in a given item.

Chapter 3-Base

Depending on which data model you are working with, SlicerDicer will use a different base to define your population. For example: Data Model Base *Admissions—All Admissions *IP Pharmacy Medication Orders—All Inpatient Medication Orders *Imaging Studies—All Imaging Studies

OVERALL-Users cannot see your dashboard

End users cannot see your dashboard from the Analytics Catalog until you select both the Ready for use and Enabled for user selection checkboxes.

Chapter 15-User Type

Epic builds and maintains user types. They are used to broadly describe a user's responsibilities and capabilities in the system. Epic automatically assigns user types to user records when a user logs in If a user and a dashboard or SlicerDicer data model share a user type, the user can access the dashboard or SlicerDicer data model

Chapter 4-Chronicles

Epic data lineage starts with Chronicles. This is where nurses, registrars, doctors, billers, and other users enter data. Chronicles is a "Tree Based Database".

Chapter 10-Data Source

Epic data primarily lives in Chronicles, Clarity or Caboodle. Often the first questions that must be answered when deciding how to visualize the data is to determine where it must come from. Databases are also called Datasources

Chapter 8-Report Repository

Epic's Report Repository is a comprehensive and centralized database that documents standard reporting content and Foundation System content produced by Epic. This repository allows you to search Epic's released reports, dashboards, components, data models and filters from a central webpage. Each entry contains basic system-level information as well as contextual information on how the content is used.

Chapter 8-User Web

Epic-Released Access, Revenue and Clinical Content at the UserWeb :http://www.userweb.epic.com

OVERALL-How many forms does a Component have?

Every component has five forms: · Basic Information · Display · Data Source · Output Format · Access

Chapter 12-Metadata Editor

From the Metadata Editor, any Analytics Catalog entry can be modified without needing to open the record in a separate activity. This metadata is stored on a record in the HCM master file. Changes made in the Metadata Editor will be reflected in the original record as well. Some of the useful things that can be modified here include: Descriptions and tags to improve visibility of your content to consumers. Review status and reviewer decisions to communicate which reports and dashboards have been validated. Ownership in case something breaks and needs fixing.

Chapter 15-Security Point

Grants access to one feature within Epic. Think of these like a key that grants you access to one room. If a user has a security point, they have access to an activity. If they do NOT have the required security point, then the activity will not be available to them; they won't even see it.

Chapter 9-Line Graph

Graph that trends over a period of time

Chapter 15-Security Class

Grouping of security points that grant access to related activities and functionality in an Epic application. Think of this as a ring of keys (security points). A Security Class is made up of security points. Security Class is an ECL record. Security classes are application specific and are attached to the user or template. Any given user could have upwards of 15‐20 different key rings or security classes depending on their job role. The more applications they need to access, the more security classes they will have.

Chapter 6-What master file stores dashboard resources?

IDK

Chapter 6-Dashboard resource

IDM ‐ Radar dashboard record that is the frame for metric‐based components IDB ‐ Radar component record that pulls together IDK records for display IDK ‐ Stores settings related to how the data will be displayed in Radar IDN ‐ Stores the definition of the metric CSF ‐ Stores the actual data for the metric

Chapter 6-Metric Definition record

IDM ‐ Radar dashboard record that is the frame for metric‐based components IDB ‐ Radar component record that pulls together IDK records for display IDK ‐ Stores settings related to how the data will be displayed in Radar IDN ‐ Stores the definition of the metric CSF ‐ Stores the actual data for the metric

Chapter 6-What master file stores metric definitions?

IDN

OVERALL-View Manager

The View Manager allows users to create new views, delete unused views, or jump into "Edit Layout mode" on their existing views. When a user clicks the wrench icon next to a view, they are able to: · Drag and drop components to rearrange their dashboard view · Click on an individual component to change the name, color, or size of the component. · Click and drag between components to resize them within the layout When they are done editing their view, the user clicks Save and Accept on the bottom of the screen.

Chapter 2-Dashboard View

The ability to change settings on the dashboard. Users with appropriate Radar security can: *Add new components to their dashboard *Change the parameters on dashboard reports or summaries *Add or remove links from individual components *Create their own new components

Chapter 9-Graph component

The data displayed in a graph component comes from the grouping and summarizing performed by the Workbench summary or IDK record. The appearance of graph components is determined in two places - the component record and its data source. For most of these components, the Data Source used will be a Workbench report. Since graph components may display a table, and table components may display a graph, their Component Editor options are identical

Chapter 9-Table component

The data displayed in either type of component comes from the grouping and summarizing performed by the Workbench summary or IDK record. The appearance of both graph and table components is determined in two places - the component record and its data source. For most of these components, the Data Source used will be a Workbench report. Since graph components may display a table, and table components may display a graph, their Component Editor options are identical.

Chapter 12-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, and the description

Chapter 5-Master File

Master files contain information about a broad subject Example 1: The patient master file contains all patient's medical records in your system Example 2: Other examples include master files for medications, procedures, orders, notes and departments. Each master file contains records

Chapter 3-Measures

Measures are calculations on the selected records - for instance, the total count of patients matching some criteria, or the average duration of inpatient stays.

Chapter 9-What controls the list of available measures in SlicerDicer?

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

OVERALL-Reconcilliation

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 the source record's change does not conflict with the view, the change in the source is reflected in the view and a message is displayed to the user saying what was updated. If the source's change conflicts with the view, the user's custom settings are used instead. No end user changes are lost during this process.

Chapter 5-Record

Records contain information about individual entities within a master file. Example: A record in the patient master file contains information about a single patient. For instances, a record in the orders master file contains information about a single order. Records contain many contacts

Chapter 4-Record

Records contain information about individual entities within a master file. For example, a record in the patient master file contains information about a single patient. A record in the orders master file contains information about a single order.

OVERALL-HSQ

Report Model Record

Chapter 16-HRN Master File

Report Run

Chapter 16-HGR Master File

Report Template

Chapter 15-Report Group

Report groups are the primary means of distributing Cogito content. A user is granted access to content if: The user has a security class that grants them the appropriate functionality to view/run that content. The user and content share at least one report group

Chapter 16-HRX Master File

Report or SlicerDicer session

Chapter 15-Report Type

Report types are used to categorize templates. The Types/Groups tab of the Template Manager lists available report types and report groups.

Chapter 5-Response Type

Response Type determines how many lines of data an item can store at a time.

Chapter 12-Analytics Catalog

The Analytics Catalog is the centralized shop for your data consumers. The following Cogito content is all available and searchable in a single place. Dashboards Components SlicerDicer Data Models Workbench Reports Links

OVERALL-Detail Table

The Detail Table is the only place users get to see identified health information in SlicerDicer. As such, there are security points that can limit a user's access to this feature.

Chapter 2-Assuming a user has the appropriate report group 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.

Workbench Reports

The Report Settings window contains all of the forms used to build or modify a Workbench Report. Criteria Display Appearance Summary Print Layout Toolbar Override General Before making any changes to an existing report, or beginning build on a new report, navigate to the General tab to give your report a name and click either Save or Save As. Save As will create a new copy of an existing report.

Chapter 2-View Manager

The View Manager allows users to create new views, delete unused views, or jump into "Edit Layout mode" on their existing views. When a user clicks the wrench icon next to a view, they are able to: *Drag and drop components to rearrange their dashboard view. *Click on an individual component to change the name, color, or size of the component. *Click and drag between components to resize them within the layout *When they are done editing their view, the user clicks Save and Accept on the bottom of the screen.

Chapter 15-Activity-based action

The first type of action is one that jumps the user to a place in Hyperspace. This could be opening the patient's chart, creating an encounter, or opening any other activity. Whether or not a user can take these actions is controlled by the application security class in charge of that menu option.

Chapter 2-Dashboard Editor

The tool that allows the ability to modify a source dashboard. The Dashboard Editor can be used to view the settings of any dashboard in your system, but only custom‐built dashboards can be modified. Epic‐released dashboards will be read only.

Chapter 5-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.

Chapter 16-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.

OVERALL-Ready For Use

This must be selected for any user, even the dashboard builder, to open and view the dashboard. In addition, all components on a dashboard must be marked as READY FOR USE before the dashboard can be marked as READY FOR USE.

Chapter 15-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.

OVERALL-How to see a dashboard as you are making changes to it.

To view a dashboard as you are making changes to it, you will need to: 1. Save your settings in the Dashboard Editor · The easiest way to save your settings is to navigate to another form in the Dashboard Editor. · Settings are also saved when you click Accept to close the Dashboard Editor, but doing so means it will take longer to return to this record if you wish to make further edits. 2. Hard refresh you dashboard. · While viewing your dashboard, use the keyboard shortcut of ALT + =

Chapter 5-Chronicles

Transactional Database. Structure of Chronicle is Tree-like with every branch of the tree becoming progressively more granular. It is a hierarchical database with real-time information used for daily operations. No tables in Chronicles, the tree structure is divided into the following groupings 1. Master Files 2. Records 3. Contacts 4. items 5. lines

Chapter 9-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.

Chapter 11-True or False. You are not able to run a report while viewing another user's Library.

True. You cannot run a report while you are viewing another user's Library

Chapter 7-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"

SlicerDicer-Overlapping Criteria

Using overlapping criteria, you could find all patients who were diagnosed with influenza on the same day that Walt Whitecoat was their provider, instead of finding all patients who had influenza in the past year and also had Walt Whitecoat as their provider in the past year.

Chapter 12-Tags

Using report tags is a better way to categorize content. Users rely on tags to narrow their search, and on useful descriptions to select the content they will to run or view. Both tags and descriptions can be added during build in the following editors: Components Dashboards Reports

SlicerDicer-Sequential Criteria

Using sequential criteria, you could find all patients with a knee replacement followed by a physical therapy encounter, or find all office visits followed by an ED encounter.

Chapter 9-Grouping

Whichever summary format the report builder chooses, they will have to specify how the data is grouped. All summarization formats fundamentally group data by common characteristics, and then perform summarization functions on all the data which shares that characteristic.

Chapter 12-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. Epic‐Crystal reports

a) Workbench Reports c) Radar dashboards d) Dashboard components e) Workbench templates f) Epic‐Crystal reports

Chapter 16-What is an HRX record?

A Workbench report, a SlicerDicer session, or an Epic‐Crystal report

Chapter 2-Component

A component is a single graph or table or other piece of functionality that users will interact with on the dashboard. Components are the building blocks of a dashboard, and are the primary way to add new content or remove content from a dashboard.

Chapter 4-Database

A database is an organized collection of data. In many reporting tools, databases are also called data sources. The purpose of a database defines its structure.

Chapter 9-Bar Graph

A graph that compares members of a group

Chapter 7-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.

Chapter 2-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

B-The component is not listed on the Content form of the dashboard

Practice Test Question-What is a "response each time" item in Chronicles? CHOOSE ONLY ONE ANSWER A. An item that can contain multiple lines of data on a single contact B. An item that can contain different data across different contacts C. An item that is required to be a assigned a value on every contact D. An item that requires the user to select a response from a list of choices

B. An item that can contain different data across different contacts Response Each Time is an add type which means the data is stored at the contact level instead of the record level. Since we store the data on the contact, we can store a different value on each contact.

Chapter 4-Which of Epic's databases are relational databases? A. Chronicles B. Clarity C. Caboodle

B. Clarity C. Caboodle

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

B. Component Editor C. Dashboard Editor Default date ranges can be set in the Dashboard Editor on the Resources Settings form, or in the Component Editor on the Data Source form.

Practice Test Question-Which of the following tools allows Benchmarking across other Epic community members? CHOOSE ONLY ONE ANSWER A. SlicerDicer B. Dashboard Metrics C. Reporting Workbench D. Workbench Summaries

B. Dashboard Metrics Dashboard Metrics allow for the comparison of KPI's using data from other Epic organizations. Your organization must enable Benchmarking in order to compare your metrics to other community members.

Practice Test Question-One of your users is dissatisified with the In Basket Glance component on their dashboard. They would like a link to go directly to In Basket. You have determined that the activity descriptor for In Basket is IB_MAIN. What is the appropriate action to create a link in the link component. CHOOSE ONLY ONE ANSWER A. Enter IB_MAIN in the URL field on the Output Format form B. Enter IB_MAIN in the Parameters field on the Output Format form C. Enter IB_MAIN in the Label field on the Output Format form D. Enter IB_MAIN in the Report field on the Output Format form

B. Enter IB_MAIN in the Parameters field on the Output Format form The Parameters field on the Output Format form only shows up if you choose to insert a link of type "Activity". This is the field which accepts an Activity Descriptor as a valid argument.

Chapter 3-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

Practice Test Question-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 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.

Caboodle-Structure

Caboodle is similar to Clarity in that it is a relational database consisting of tables with rows and columns, is accessed using SQL, and does not contain data entered today. Caboodle is designed to make reporting simpler and more efficient than it is in Clarity. For example, Clarity stores provider information in a table called CLARITY_SER, while Caboodle uses a more intuitively named table, ProviderDim. Many columns in ProviderDim provide information directly, while the equivalent CLARITY_SER columns require additional work or processing time. Caboodle is a data warehouse, which means it can hold data from multiple sources, in this case both Epic and non‐Epic data. Not all Epic data is in Caboodle, and Clarity holds much more Epic data than Caboodle. Epic adds more information to Caboodle with every release, but some reports that can be written using Epic's other databases can't be written using Caboodle.

Chapter 4-Caboodle

Caboodle is similar to Clarity in that it is a relational database consisting of tables with rows and columns, is accessed using SQL, and does not contain data entered today. Caboodle is designed to make reporting simpler and more efficient than it is in Clarity. Caboodle is a data warehouse, which means it can hold data from multiple sources, in this case both Epic and non‐Epic data. Not all Epic data is in Caboodle, and Clarity holds much more Epic data than Caboodle. Epic adds more information to Caboodle with every release, but some reports that can be written using Epic's other databases can't be written using Caboodle.

Chapter 9-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.

Chapter 7-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.

CHRONICLES-Structure

Chronicles has a tree-like structure Chronicles first division is MASTER FILES (INI) · Master files contains information a broad subject. Each Master File contains RECORDS · Records contain information about individual entities within a master files. Records contain CONTACTS · Contacts contain information about points in time for a records Individual data points within a record or contact are stored in ITEMS. · Patient Master File has an items that stores SSN and an item that stores admission date. Items that store multiple pieces of information at a time have multiple LINES. · There is an item for diagnoses that has one line for each diagnosis entered.

Chapter 4-Master File

Chronicles is first divided into master files. Master files contain information about a broad subject. For example, the patient master file contains all patients' medical records in Epic. Other examples include master files for medications, procedures, orders, notes, and departments.

CLARITY-Structure

Clarity is designed to be efficient and flexible for reporting on large amounts of data over long periods of time. Clarity stores data in tables that look like a two dimensional grid with rows and columns. Each row represents an entity in the table, its columns each holds a piece of information about the row. For example, there is a table that has one row for every patient, and each column has information about patients.

Chapter 4-Clarity

Clarity is designed to be efficient and flexible for reporting on large amounts of data over long periods of time. Clarity stores data in tables that look like a two dimensional grid with rows and columns. Each row represents an entity in the table, its columns each holds a piece of information about the row. For example, there is a table that has one row for every patient, and each column has information about patients.

Chapter 16-PAF Master File

Column

Chapter 2-Component Editor

Components are managed in the Component Editor. There are seven types of component records available in Radar. They are: Graph Link Message Board Native HTML Report Listing Table Every component has five forms: Basic Information Display Data Source Output Format Access

Chapter 5-Contact

Contacts are time-based They contain information about points in time for a record. Example: The patient master file uses contacts for patient encounters. Individual data within a record or contact are stored in items.

Chapter 4-Contact

Contacts contain information about points in time for a record. For example, the patient master file uses contacts for patient encounters.

Chapter 5-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 left‐click it. If that doesn't work, try using the Record Viewer.

Chapter 15-Action Groups

Controls what extension-based actions users can use ◦ Standard action groups: ◦ General ◦ Clinical ◦ Financial

Chapter 3-Criteria

Criteria are often the first pieces of a population that a user modifies. Criteria refine a population to only the desired records.

Chapter 10-Triage

For a report: looking at the scope and priority, as well as classifying the report by which database should be used.

Chapter 3-Exclusive Criteria

Exclusion criteria are a set of predefined definitions that is used to identify data that will not be included

Chapter 15-Extenstion-based action

Extension‐based actions are records in the HGA master file. If a user and an extension‐based action share an action group, the user can complete the extension‐based action wherever it appears. Action groups are arbitrary categories used to control access to extension based actions. To control access to extension‐based actions, you must: *Assign Extension‐Based Actions to Reports *Identify the Action Groups on Extension‐Based Actions *Assign Action Groups to Users

Chapter 4-ETL

Extract, Transform and Load

Practice Test Question-TRUE or FALSE: In a user's Reporting Workbench security class, you can specify individual reports the user has access to.

FALSE A security class does not grant access to the 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.

Practice Test Question-TRUE or FALSE: All users must have Action Groups set up in their User Record in order to run Reporting Workbench reports.

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

Chapter 3-Filter

FDS Record. Which is a record that can be used to filter, slice or measure data. The word filter is used in SlicerDicer to refer to the many data points that can be used as criteria, slices, measures, and display columns. The POPULATION starts with a base and is refined using criteria. The available criteria come from filters.

Chapter 3-Slices

FILTERS THAT ARE USED TO GROUP THE DATA. Slices are ways to divide the records you're searching - for instance, comparing visits by departments, or patients by age range

Chapter 6-True or False: A metric definition may only be referenced by one dashboard resource record.

False

Chapter 7-True or False. A private report is one that anyone can run, but only the creator can edit.

False

Chapter 5-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.

Chapter 15-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.

Chapter 13-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.

Chapter 15-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.

Chapter 3-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 the Caboodle.

Chapter 4-True or False. You can use the Record Viewer to look up the definition of a table in Clarity.

False. Use the Record Viewer to view data from a record in Chronicles. Use the Clarity Dictionary to look up the definition of a table in Clarity.

Chapter 2-Activity Descriptor

The Active activity descriptor field displays for your currently active Hyperspace activity. There are two Hyperspace workflows that can find the activity descriptor for a given activity.

Chapter 7-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.

Chapter 15-User Record

If someone needs to log into the system to complete their job, they need a user record. The User master file contains one record for every person who logs in to your instance of Epic. Your user record contains your login ID and password and is configured with security settings that determine what functions you can access. The basis of all staff‐related build are the provider (SER) and user (EMP) records. Each staff member has a unique provider and/or user record.

Chapter 5-Indexing

Indexed Items can be searched faster than non-indexed items.

Chapter 4-Item

Individual data points within a record or contact are stored in items. For example, the patient master file has an item that stores social security number and an item that stores admission date.

Chapter 5-Item

Individual data within a record or contact are stored in items. They are data points (discrete data points) Examples of items in a patient master file include social security number and admission date.

Chapter 11-Trace

It can show which indexes, if any, the search engine is using in the report. Running a trace of the report can answer the question: "Why did this report return this result?" 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 are able to specify a record or set of records, and see why each record was included or excluded from the results of the report.

Chapter 5-Networking

Networked items act as pointers to other records/contacts in Chronicles

Chapter 6-If a component has a data source of Component Record, will it leverage the metric framework?

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

Chapter 9-Summarization function

Once data has been grouped, summarization functions aggregate the data and define how it should be displayed for each group. Choosing the wrong summarization function can obfuscate the data.

Chapter 6-Metric Notification

Organizations track metrics to prompt action and decision‐making. Radar can track metric values and notify users if the values meet defined criteria. These notifications are also known as Triggered Metric Events (TMEs). However, they are not records in a TME master file.

Chapter 2-Data Model

Organized data that is related to each other

OVERALL-Parameters

Parameters are values that determine how components handle the data they display. They allow you to filter reports on a dashboard differently from the parameter values set in the source record. If you set parameter values in the Dashboard Editor, the dashboard will apply those values to all appropriate components unless overridden in the component.

Chapter 16-IDB Master File

Radar component record that pulls together IDK records for display

Chapter 16-IDM Master File

Radar dashboard record that is the frame for metric-based components

Chapter 4-SQL

SQL stands for Structured Query Language. It is a coding language used to generate sets of data from relational databases such as Clarity. It is not specific to Epic's software.

Chapter 11-Why can't you see the data displayed by components in another user's dashboard in Proxy mode?

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

OVERALL-Enabled For User Selection

Select this when you want the dashboard to be available in the Analytics Catalog.

Chapter 16-FDM Master File

SlicerDicer Data Model

Chapter 16-FDS Master File

SlicerDicer Filter

Indexing

Some Chronicles items are indexed, which means that they pre-sort their data, which improves the performance of reports based on these items. Only some items are indexed. You can identify an item as indexed if: *The Item Information window for that item contains a "Indexed" field, set to true. *The item's definition in Item Editor contains a "Indexing" category. *Hovering over the item in the Record Viewer shows "Index: Y" in the help text.

Chapter 16-IDK Master File

Stores settings related to how the data will be displayed in Radar

Chapter 16-CSF

Stores the actual data for the metric

Chapter 16-IDN Master File

Stores the definition of the metric

Chapter 16-IDJ

Stores the query for SQL metrics

Practice Test Question-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 A user doesn't have access to an RW Report unless both the user and the report share a report group in common.

Practice Test Question-TRUE or FALSE: It is possible to assign multiple Report Groups to a template.

TRUE In the Template Manager, the Report Groups field is multiple response.

Chapter 2-True or False. Components require a defined Display title on the Display form.

TRUE-This is a required field

Chapter 15-What activity can you use to find a list of all configured templates?

Template Manager