EpicCare Physician Build –Analytics

CLN171

Training Room:TBD
Dates:May 9 through May 11, 2018
Trainers: John Nelson, Nikki Vullings

Prerequisites

Attendance of the CLN150 Physician Build - Basic course.

Purpose of Training:

The purpose of this training is to help physician builders understand the terminology and possibilities of creating reports in Epic. This course will give an overview of some of the different reporting options in Epic including Reporting Workbench and Clarity. The course will get into detail on configuring reporting workbench reports and some of the build the reports depend upon such as columns and groupers. The course will also spend a significant amount of time on registries – both how to determine which patients are included in the registry as well as what patient data should be stored in the registry tables. Once all of these building blocks are created, the class will get in to Dashboard setup. The final day will focus on some of the other Epic reporting tools such as an overview of Slicer/Dicer, Clarity and Ad-hoc Chronicles reporting.

Note: All Epic training sessions use a current release of the application. If your facility is using an older version of the software, you may encounter some discrepancies between the features and functionality you learn here and what is actually available at your facility.

Note: The following agenda will incorporate two 15-minute breaks each full day in addition to the scheduled lunch hour.

Day 1

8:30 / Welcome and Introduction
8:50 / Overview of Analytics in Epic
  • Epic Reporting Architecture and Terminology
  • Dashboard Review

10:00 / Reporting Workbench – Non-Patient Reports
  • Managing BestPractice Advisories through Reports
  • Creating Report Columns
  • CreatingSummary Views

11:30 / Reporting Workbench – Find Orders Reports
  • Creating Columns Using Extensions

12:00 / Lunch
1:00 / Reporting Workbench – Find Orders Reports continued
  • Modifying Report Appearance

2:45 / Report Template Creation
  • Modifying the Find Orders Template
  • Adding Items to the Search
  • Search Logic
  • Parameters
  • Creating a Custom Template

4:45 / Questions and wrap up
5:00 / Shuttles leave for hotels

Day 2

8:30 / Welcome and questions from the previous day
8:45 / Reporting Workbench – Patient Reports Exercises
  • Scenario-Based Hands-On Exercises
  • Review Using Find Patients Generic Criteria
  • Using Groupers
  • Using Registries
  • Testing, Tracing, and Troubleshooting Reports

10:00 / Registries
  • Create a new Registry
  • Inclusion Rules
  • Metrics

12:00 / Lunch
2:30 / Grouper Build
  • Diagnosis Groupers
  • Medication Groupers
  • Procedure Groupers

3:30 / Dashboard Build: Basics
  • Dashboards
  • Components
  • Displaying Summary Views

4:45 / Questions and wrap up
5:00 / Shuttlesleave for hotels

Day 3

8:30 / Welcome and questions from the previous day
8:45 / Dashboard Build: Advanced
  • Additional Component Types
  • Metric Data and Thresholds

10:45 / Clarity Overview
  • Tables
  • Creating a Clarity table from a Registry
  • Overview of Crystal

11:30 / SlicerDicer Overview
  • Purpose and Terminology
  • Hands On

11:55 / Evaluations*/Adjourn/Lunch
12:00 / Lunch
1:00 / OPTIONAL Study Hall – instructors available
  • No presentation
  • Work on certification projects
  • Questions with an instructor
  • Leave when you want

4:00 / Adjourn

- 1 -