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Dashboard User Guide Release 4.6.0

Legal Notices Dashboard User Guide 02.25.2015 All contents are the property of Premier, Inc. All Rights Reserved. This documentation is proprietary to Premier, Inc. and is protected by intellectual property laws in the U.S. and in other countries. It is licensed to clients for use only in strict accordance with the license agreement governing its use. Names and data used in documentation are exemplary and are not intended to be identified with any individual. Any resemblance to actual persons or data is coincidental. If you believe that a certain name and data represent an actual person, please contact Premier, Inc. immediately. Any and all information contained in this document is in nature advisory only and is not intended, and should not be used, to replace sound clinical judgment or individualized patient care in the delivery of any health care services. If medical advice is required, the services of a competent medical professional should be sought.

No warranty is expressed or implied by Premier, Inc. with regard to the information contained in this document, including, but not limited to, the completeness, accuracy, currency, or suitability of the information for any particular purpose.

Premier, Inc. 257 East 200 South Suite 600 Salt Lake City, Utah 84111 801.415.4400

Document Revision History The following are changes for the TheraDoc® 4.6.0 release. • Updated all graphics to reflect changes in the user interface including.

o Curve, Cone, Cylinder, Step, and Scatter shapes are removed in the Series shape options. o Plot Series On criteria has axis values options are removed. o Module style options are removed. o The “Edit NHSN Location Mappings” link name changed to “Access Location Manager.” o Setting changes display as Modified rather than the specific setting. o Graphs rendering changed.

• Changed formatting of guide and content to transition to Premier branding. • Deleted “What’s New” section • Moved and renamed the Perquisites section and deleted “Getting Access to the Required Panels and

Permissions” topic in it. • Deleted “Appendix A: TheraDoc Business Rules for the Dashboard Panel”. • Deleted “Appendix B: Configuration Settings for the Dashboard”. • Deleted “Appendix C: Practice Exercises for the Dashboard” and all references to it.

Dashboard User Guide Table of Contents

About the Dashboard User Guide ................................................................................................................. 5

Audience ................................................................................................................................................... 5

Additional Documentation ......................................................................................................................... 5

Documentation Conventions ..................................................................................................................... 5

Get Support ............................................................................................................................................... 5

Overview for the Dashboard Panel ............................................................................................................... 6

Understand the Dashboard Page/Panel ................................................................................................... 7

Understand Dashboard Views .................................................................................................................. 7

Understand Dashboard Modules .............................................................................................................. 8

Understand Access to Locked Data .......................................................................................................... 9

Work with Dashboard Views ....................................................................................................................... 11

Create or Change Views ......................................................................................................................... 11

Add One or More Modules to a View ...................................................................................................... 13

Specify Criteria for a Module ................................................................................................................... 16

Select the Module Type ...................................................................................................................... 18

Specify Data Criteria for a Series ........................................................................................................ 37

Specify Display Criteria for a Series ................................................................................................... 67

Specify Module Display Criteria .......................................................................................................... 75

Add or Copy a Series in a Module ...................................................................................................... 86

Delete a Series in a Module ................................................................................................................ 87

Preview a Module .................................................................................................................................... 89

View a Summary of Settings for a Module .............................................................................................. 90

Copy a Module ........................................................................................................................................ 91

Update a Module in a View ..................................................................................................................... 92

Move a Module in a View ........................................................................................................................ 93

Delete a Module ...................................................................................................................................... 95

Troubleshoot a Module Error .................................................................................................................. 96

Save a View ............................................................................................................................................ 97

Manage Dashboard Views .......................................................................................................................... 98

Access an Existing View ......................................................................................................................... 98

View a Module in a Pop-up ..................................................................................................................... 98

View the Non-aggregated Patient Details of a Module’s Data ................................................................ 98

Export a Modules Table Data to Excel .................................................................................................. 102

Print a View ........................................................................................................................................... 103

Perform Additional View Management Tasks ....................................................................................... 104

Copy a View ...................................................................................................................................... 105

Manually Update the Data in the Dashboard Panel .............................................................................. 105

Prerequisites for Using the Dashboard Panel ........................................................................................... 107

Add the Dashboard Page to Your Layout ............................................................................................. 107

Understand Global Concepts and Procedures ..................................................................................... 107

Report on Surgical Surveillance ............................................................................................................ 107

Configure your eMAR Interface............................................................................................................. 107

About the Dashboard User Guide The Dashboard User Guide introduces the use of the Dashboard page in the TheraDoc® application that you can use to create, change, or view Dashboard views. This guide includes the following information:

• "About the Dashboard User Guide" on page 5 • "Overview for the Dashboard Panel" on page 6 • "Work with Dashboard Views" on page 11 • "Manage Dashboard Views" on page 98 • "Prerequisites for Using the Dashboard Panel" on page 107

Audience The Dashboard User Guide is intended for users who can create, update, delete, manage, or view Dashboard views. Only users that have the necessary rights assigned will be able to create and maintain views. Otherwise, you can only select views that have already been created.

Additional Documentation As you work with creating and using Dashboard views, you might need to know or review information from the following documents.

• If you need a general understanding of how the TheraDoc® application works, see the Global Concepts and Procedures User Guide in the online help.

• For information about how to use and set up views, see the View Manager User Guide in the online help.

• For information on editing NHSN location mappings, see the Location Manager Administration Guide in the online help.

Documentation Conventions In TheraDoc product documentation, a greater-than symbol (>) is used to separate actions within a step and items in a cross-reference path.

Get Support To get help during implementation, contact your Project Manager.

If you need help after implementation, contact your TheraDoc representative as outlined in your support contract. If you are unsure who your representative is, contact TheraDoc support at [email protected] to obtain this information.

Dashboard User Guide of 107 Premier, Inc.

Overview for the Dashboard Panel Dashboard is a panel in the TheraDoc® application that you can use to provide important information to people in your organization in a concise, abbreviated format via a view. A dashboard view can contain one or more different modules of information. You can use each view to provide actionable information for executives, other departments, or even peers.

The Dashboard contains several predefined modules that you can customize to create Infection Report type of views.

These predefined modules are easy to customize and arrange into views that you can immediately begin to use as soon as data begins to flow into your system. The Dashboard also contains a template view in the View library that you can copy and use to see how the modules work.

This example shows a view that you could create.

This section includes the following information:

• “Understand the Dashboard Page/Panel” on page 7 • “Understand Dashboard Views” on page 7 • “Understand Dashboard Modules” on page 8


Understand the Dashboard Page/Panel When you first access the Dashboard page from the Table of Contents, you see the Dashboard page containing the Dashboard panel without any views selected.

The Dashboard page has one panel.

You can use this page to access previously defined views. If you have the appropriate rights, you can create and manage views for yourself and other users.

Understand Dashboard Views A Dashboard view is a view that contains one or more modules of data that is displayed in a graphic format. A view can contain up to twelve modules. The data within these modules can be similar or very different.

This example shows a view that contains four types of Infection Report modules. The first module contains Device Associated Infection rates. The second module contains Hospital Associated Infection events that are related to surgery. The third module contains Days Since Last Infection data, and the fourth module contains Notifiable Disease Report data.


If you have permissions needed to manage views, you can add more modules to a view, remove modules, or change the order in which the modules display in a view.

For procedures on creating and managing modules within a view, see "Work with Dashboard Views" on page 11.

Understand Dashboard Modules A Dashboard module is a self-contained component of a specific set of data presented in a graphical format. Each module is positioned within a view. You can modify each type of module to contain specific data for the institution, locations, and date ranges you need. You can also change the module’s size and color to meet your specific needs.

Several controls are available to assist you in customizing a module.

For procedures on creating and managing modules within a view, see "Work with Dashboard Views" on page 11 and "Manage Dashboard Views" on page 98.


Understand Access to Locked Data When security settings have been set on an institution, unit, or patient, you might not be able to see the data or access the details of the data from which you have been locked.

This example shows how the module displays to a user that cannot view data from the locked UMC institution verses how it displays for a user that has a key to view the data from the locked institution.

If users that have restricted access to particular data and they exports this module’s data to Excel, the detailed data that they are restricted from viewing will also be unavailable in the Excel file.

If users that have restricted access to particular data and they print a view, the data will also be restricted from their print out.

If users that have restricted access to particular data and they drill down to the data, the data they are restricted from view will not be available.


This example shows how a user that has been restricted from viewing the State institution data cannot drill down to its data as well.

They would also be restricted from viewing a particular unit or patient’s data if this information was locked.


Work with Dashboard Views In the Dashboard page, you can create as many views as you desire to give others quick access to important data they might need. Each view you create can contain up to twelve modules. A Dashboard template view is available in the TheraDoc® application. This template is already populated with several modules. You can use this view as is, modify it to meet the needs of your organization, hide it, or delete it.

Before you create any new views, we recommend looking at the modules inside of this Dashboard template view. By examining their settings, you can get a feel for the type of setting used to create each module and how the modules work. You can save this view with another name and customize it to meet your needs or use it to complete practice exercises.

This section includes instructions for the following tasks:

• “Create or Change Views” on page 11 • “Add One or More Modules to a View” on page 13 • “Specify Criteria for a Module” on page 16

“Select the Module Type” on page 18 “Specify Data Criteria for a Series” on page 37 “Specify Display Criteria for a Series” on page 67 “Specify Module Display Criteria” on page 75 “Add or Copy a Series in a Module” on page 86 “Delete a Series in a Module” on page 87

• “Preview a Module” on page 89 • “View a Summary of Settings for a Module” on page 90 • “Copy a Module” on page 91 • “Update a Module in a View” on page 92 • “Move a Module in a View” on page 93 • “Delete a Module” on page 95 • “Troubleshoot a Module Error” on page 96 • “Save a View” on page 97

Before performing tasks in this section, make sure you have completed the prerequisites specified in "Prerequisites for Using the Dashboard Panel" on page 107.

Create or Change Views In most cases, you will probably create your views from a preconfigured or previously saved view. This saves you time in developing Dashboard views. You might also want to create your own customized views without basing it on any of the predefined or previously save views. Finally, you might have a previously saved view that you just need to modify.

This procedure specifies the various steps needed to do any of these tasks.

To create or change a Dashboard view:

1 In the Table of Contents (TOC), select Dashboard.

2 Depending on the task you are performing, do one of the following steps:

2.1 If you are creating a new custom view, click Add Module and continue with Step 3 on page 13.

2.2 If you are creating a new view based on a preconfigured or previously saved view, select the view you want to base your new view on in the View drop-down list and do the following:


Click Edit View and then click Save As.

The Enter View Name Script prompt displays.

In the Enter View Name text entry field, type a name for the new view, and then click OK.

In the Save View As pop-up, click OK. The new view name displays in the View drop-down list.

Continue with Step 3 on page 13.

2.3 If you want to modify an existing view, select the view you want to modify in the View drop-down list, click Edit View, and then continue with Step 3 on page 13.

2.4 If you want to copy and use the Dashboard Template view, do the following:

In the View drop-down list, select View Manager.

The View Manager pop-up displays. The Dashboard Template view is available in the Library Views section.

In the Library Views section of the pop-up, select Dashboard Template, and then click Save.

On the primary View Manager pop‐up, click Close.

In the Dashboard panel, click the Reset icon to refresh the View drop-down list.

In the View drop-down list, select Dashboard Template, click Edit View, and click Save As.

In the Enter View Name text entry field, type a name for your new view and click OK.

In the Save View As pop-up, click OK. The new view name displays in the View drop-down list.

Continue with Step 3.


3 Continue with one or more of the tasks listed in the following table as needed.

Table 1: Tasks and Procedures

Task For Procedure, See Add one or more module to a view “Add One or More Modules to a View” on page 13 Change the settings for a module “Update a Module in a View” on page 92 Delete a module from a view “Delete a Module” on page 95 Move a module within a view “Move a Module in a View” on page 93

4 Save the changes as specified in “Save a View” on page 97.

Add One or More Modules to a View You can add one or more report modules to a view. A view can contain up to twelve modules. When you add a module, much of the data is defaulted and very little change is required to create a first draft of a module.

To add one or more modules to a view:

1 If there is more than one row in your view, select a row to which you want to add your module.

2 Click Add Module.

3 In the Module Type drop-down list, select a module type option.

The following table shows the options available and gives a description of each as well as a link to the procedures for specifying criteria for that specific module:

Table 2: Module Type Options and Descriptions

Module Type Description and Reference to Procedures Device Associated Infection w/ NHSN Benchmarks

Use to create a module that displays device associated infection rates and device utilization ratios that are benchmarked against NHSN standards. Example: MICU CLABSI rate with NHSN benchmark For a complete description of this module and the criteria associated with it, see “Specify Device Associated Infection w/ NHSN Benchmark Module Criteria” on page 18.

NHSN Device SIR Use to create a module that displays device associated Standardized Infection Ratio (SIR) reports for device associated infections that compare the actual number of Hospital Associated Infections (HAIs) with the predicted number of infections based on the NHSN mean for the specified device and NHSN location. Example: CLABSI SIR for the State Institution for the Last 6 Months For a complete description of this module and the criteria associated with it, see “Specify NHSN Device SIR Module Criteria” on page 20.


Module Type Description and Reference to Procedures Surgery Associated Infection w/ NHSN Benchmark

Use to create a module that displays Surgery Associated infection rates at your site that are benchmarked against NHSN standards. Example: CABG rates for risk index 0 with NHSN benchmark For a complete description of this module and the criteria associated with it, see “Specify Surgery Associated Infection w/ NHSN Benchmark Module Criteria” on page 23.

Post Procedure Pneumonia w/ NHSN Benchmark

Use to create a module that displays Post Procedure Pneumonia infection rates that are benchmarked against NHSN standards. Example: PPP for CARD procedures on 4N with NHSN benchmark For a complete description of this module and the criteria associated with it, see “Specify Post Procedure Pneumonia w/ NHSN Benchmark Module Criteria” on page 26.

General Infection Reports

Use to create a module that displays data for one or more pre-specified infection types including infections such as BSI, CDI, UTI, SSI, PNEU, MRSA, or VRE. This module provides several options for building reports that are not available in other modules where the choices are limited to those options that produce valid data that can be benchmarked with NHSN. Example: CDI outcomes report (comparing overall number of CDI infections to the number of patients that needed surgery due to the CDI, or the number of patients that died as a result of the CDI For a complete description of this module and the criteria associated with it, see “Specify General Infection Reports Module Criteria” on page 28.

General Surgical Reports

Use to create a module that displays surgical infection rates. This module provides several options for building surgical infection reports that are not available in other modules where the choices are limited to those options that produce valid data that can be benchmarked with NHSN. Example: Dr. X’s SSI rate for CARD procedures compared to his peers For a complete description of this module and the criteria associated with it, see “Specify General Surgical Reports Module Criteria” on page 30.

Notifiable Disease Reports

Use to show data about of one or more Notifiable diseases that were reported. Example: Table showing the number of notifiable diseases that were reported to the health department in the last 6 months For a complete description of this module and the criteria associated with it, see “Specify Criteria for a Notifiable Disease Reports Module” on page 32.

Days Since Last Infection

Use to show the data about the number of days since the last infection for specific infection types. Example: Days since last infection graph for CLABSI, CAUTI, and VAPs For a complete description of this module and the criteria associated with it, see “Specify Days Since Last Infection Module Criteria” on page 33.


Module Type Description and Reference to Procedures Medication Utilization - DOT reports

Use to create a module that displays Days of Therapy (DOT) for a specific drug using one of the four NHSN defined aggregation methods. DOT are calculated based on MAR. Example: Comparison of Meropenem DOT for all routes versus the IV route for the Medical ICU. For a complete description of this module and the criteria associated with it, see “Specify Medication Utilization - DOT Reports Module Criteria” on page 35.

Text Module Use to add a title, header, footer or additional descriptions to the data in a view. For a complete description of this module and the criteria associated with it, see “Specify Text Module Criteria” on page 36.

4 Give the module a name by typing a name in the Module Name text entry field.

This field is limited to 45 characters.

5 If desired, preview the module.

For procedures, see “Preview a Module” on page 89.

Previewing the module before you make any changes lets you see what the default settings display in the graph. This can give you an idea about what setting you might want to change.

6 If desired, view a summary of the criteria specified.

For procedures, see “View a Summary of Settings for a Module” on page 90.

Viewing a summary of the module before you make any changes lets you see what the default settings are or compare one data series to another data series. This can give you an idea about what setting you might want to change.

7 Specify the data and display criteria for the first series, (Series 1, Primary series).

For procedures, see “Specify Data Criteria for a Series” on page 37 and “Specify Display Criteria for a Series” on page 67.

8 If needed, add an additional data series to the module as needed and configure their data and display criteria.

For procedures, see “Add or Copy a Series in a Module” on page 86, “Specify Data Criteria for a Series” on page 37, and “Specify Display Criteria for a Series” on page 67.

9 Specify Display criteria for the module.

For procedures, see “Specify Module Display Criteria” on page 75.

10 If desired, view a summary of the criteria specified.

For procedures, see “View a Summary of Settings for a Module” on page 90.

You can view a summary of the criteria specified at any time during this procedure to help you see what you need to change.


11 If desired, preview the module.

For procedures, see “Preview a Module” on page 89.

You can preview the module at any time during this procedure to help you see what you need to change. Creating a module is an iterative process. We recommend always previewing the module before you add it to a view.

12 Make any additional changes to the module that you want to make by repeating Steps 5 through 11 as applicable.

13 If you decide that you do not want to add the module to the view, click the Module: Cancel button. When the pop-up displays to confirm your action, click OK.

14 When the module graph displays as desired, add the module to the view by clicking the Module: Add button.

You can add the module to the view at any time; however, after you do, you must edit the module’s settings to make changes to it. Then, you update the module in the view after making changes. For procedures, see “Update a Module in a View” on page 92.

15 Save the view.

For procedures, see “Save a View” on page 97.

You can wait until you have added all the modules for the view; however, to ensure that do not lose your work, we recommend saving the view after adding each module.

16 If needed, add additional modules to the view by repeating Steps 1 through 15 or by copying an existing module and make changes to suit your needs. For procedures on copying a module, see “Copy a Module” on page 91.

17 Resave the view as needed.

Specify Criteria for a Module When you first add a module to a view, the module’s criteria fields display. Each module type has default criteria specified.

This example shows the default settings for the Device Associated Infection w/ NHSN Benchmark module.


You can preview the module immediately to see the graph that it displays with the existing data in your system.

You can then customize the module to fit your needs by specifying the necessary criteria for the data series and the module display. You can also add additional data series for your module.

While creating or editing a module, you can view a summary of the module’s settings to see what is set by default, the settings you have currently set, or compare settings for different data series.

The “Select the Module Type” section on page 18 lists the types of modules along with the available and the type of criteria you need to define for each module.

After you select a module type, you need to specify three categories of criteria including Series Data criteria, Series Display criteria, and Module Display criteria.

The following sections contain the procedures for specifying each type of criteria for a module.

• “Specify Data Criteria for a Series” on page 37 • “Specify Display Criteria for a Series” on page 67 • “Specify Module Display Criteria” on page 75


Select the Module Type When creating a module in the Dashboard Module Wizard, different options display for each type of module. See the following sections for a description of each module type and a list of the criteria for that module. Each list of options is linked to the detailed procedures for specifying that type of criteria.

• “Specify Device Associated Infection w/ NHSN Benchmark Module Criteria” on page 18 • “Specify NHSN Device SIR Module Criteria” on page 20 • “Specify Surgery Associated Infection w/ NHSN Benchmark Module Criteria” on page 23 • “Specify Post Procedure Pneumonia w/ NHSN Benchmark Module Criteria” on page 26 • “Specify General Infection Reports Module Criteria” on page 28 • “Specify General Surgical Reports Module Criteria” on page 30 • “Specify Criteria for a Notifiable Disease Reports Module” on page 32 • “Specify Days Since Last Infection Module Criteria” on page 33 • “Specify Medication Utilization - DOT Reports Module Criteria” on page 35 • “Specify Text Module Criteria” on page 36

To select a module type, select an option from the Module Type drop-down list.

Specify Device Associated Infection w/ NHSN Benchmark Module Criteria You can use the criteria in this module to create a report module that displays device associated infection rates and device utilization ratios that are benchmarked against NHSN standards.

A CLABSI by Unit module created with this Module type is shown in this example:


Use the information in the following tables to learn which criteria are available for this module and access links to a description and procedures for each specific type of criteria.

The following table lists the Series Data options for this module and lists the sections that contain a description of the options and procedures for specifying them.

Table 3: Series Data Options and Descriptions

Series Data Options See These Sections for a Description and Detailed Procedures Series Label “Specify Label Criteria for a Series” on page 39 Date Criteria (Series 1) “Specify Date Criteria for a Series” on page 39 Date Aggregation “Specify Date Aggregation Criteria for a Series” on page 42 Device Report Type “Specify Device Report Type Criteria for a Series” on page 42 NHSN Location Type “Specify NHSN Benchmark Criteria for a Series” on page 47 Institution/Location “Specify Institution or Institution/Location Criteria for a Series” on page 63

The following table lists the Series Display options for this module and lists the sections that contain a description of the options and procedures for specifying them.

Table 4: Series Display Options and Descriptions

Series Display Options See These Sections for a Description and Detailed Procedures Series Shape “Specify Shape Display Criteria for a Series” on page 68 Series Color “Specify Color Display Criteria for a Series” on page 70 NHSN Benchmark “Specify NHSN Benchmark Display Criteria for a Series” on page 70 Plot Series On “Specify Plot Series On Display Criteria for a Series” on page 74

The following table lists the Module Display options for this module and lists the sections that contain a description of the options and procedures for specifying them.

Table 5: Module Display Options and Descriptions

Module Display Options See These Sections for a Description and Detailed Procedures Display Type “Specify Display Type Module Display Criteria” on page 77 Bar Graph Options “Specify Bar Graph Options Module Display Criteria” on page 78 Date Format “Specify Date Format Module Display Criteria” on page 79 Module Size “Specify Module Size Module Display Criteria” on page 80 Axis Labels “Specify Axis Labels Module Display Criteria” on page 80 Custom Benchmark “Specify Custom Benchmark Module Display Criteria” on page 81 Internal Benchmark “Specify Internal Benchmark Module Display Criteria” on page 84


Specify NHSN Device SIR Module Criteria You can use these criteria to create a report module that displays Standardized Infection Ratio (SIR) reports for device associated infections. These criteria compare the actual number of Hospital Associated Infections (HAI) with the predicted number of infections based on the NHSN mean for the specified device and NHSN location.

The CLABSI SIR lets you summarize your data from more than a single location, adjusting for differences in the incidence of infection among the location types. SIR might provide an easier measure to discuss among internal and external stakeholders in your organization.

A module created with the NHSN Device SIR Module type is shown in this example:

IMPORTANT: A SIR is calculated only when the number of expected HAIs is ≥ 1. When the number of HAIs is <1, this indicates that, based on the NHSN aggregates rates, the central line-day count in your facility or location is too low to calculate a precise SIR and comparative statistics. When this is the case, you might want to group your SIRs by a longer time period, such as a year.


If the expected number of infections is less than one, N/A is displayed in the calculation table and the value on the graph is plotted as zero as shown in this example.



Table 6: Series Data Options and Description

Series Data Options See These Sections for a Description and Detailed Procedures Series Label “Specify Label Criteria for a Series” on page 39 Date Criteria (Series 1) “Specify Date Criteria for a Series” on page 39 Date Aggregation “Specify Date Aggregation Criteria for a Series” on page 42 Device Type/ NHSN Location Type

“Specify Device Type/ NHSN Location Type for a Series” on page 43

NHSN Location Type “Specify NHSN Benchmark Criteria for a Series” on page 47 Institution/Location “Specify Institution or Institution/Location Criteria for a Series” on page 63




Series Display Options See These Sections for a Description and Detailed Procedures Series Shape “Specify Shape Display Criteria for a Series” on page 68 Series Color “Specify Color Display Criteria for a Series” on page 70



Module Display Options See These Sections for a Description and Detailed Procedures Display Type “Specify Display Type Module Display Criteria” on page 77 Bar Graph Options “Specify Bar Graph Options Module Display Criteria” on page 78 Date Format “Specify Date Format Module Display Criteria” on page 79 Module Size “Specify Module Size Module Display Criteria” on page 80 Axis Labels “Specify Axis Labels Module Display Criteria” on page 80


Specify Surgery Associated Infection w/ NHSN Benchmark Module Criteria You can use the criteria in this module to create a module that displays Surgery Associated infection rates at your site that are benchmarked against NHSN standards.

A CSEC Infections Stratified by Risk Index report created with this module type is shown in this example.

IMPORTANT: Using the NHSN Surgical Codes in this module requires your surgery interface to be mapped to NHSN surgical codes. For prerequisites, see “Report on Surgical Surveillance” on page 107.

To verify the business rules that determine the content of the Surgery Associated Infection w/ NHSN Benchmark module.

1 In the Module Type drop-down list, select the Surgery Associated Infection w/ NHSN Benchmark module.

2 Click the Help icon to the right of the NHSN Procedure Code drop-down list.


The NHSN Report Help pop-up displays as shown in this example.

3 Close the Help pop-up by clicking OK.



Table 9: Series Data Options and Description

Series Data Options See These Sections for a Description and Detailed Procedures Series Label “Specify Label Criteria for a Series” on page 39 Date Criteria (Series 1) “Specify Date Criteria for a Series” on page 39 Date Aggregation “Specify Date Aggregation Criteria for a Series” on page 42 NHSN Procedure Code and Risk Index Category

“Specify an NHSN Procedure Code and Risk Index Category for a Series” on page 48

Surgeon “Specify Surgeon Criteria for a Series” on page 52 Surgery Service “Specify Surgery Service Criteria for a Series” on page 53 Institution/Location “Specify Institution or Institution/Location Criteria for a Series” on page 63





Specify Post Procedure Pneumonia w/ NHSN Benchmark Module Criteria You can use the criteria in this module to create a module that displays Post Procedure Pneumonia infection rates that are benchmarked against NHSN standards.

A Post Procedure Pneumonia with NHSN benchmark module created with this Module type is shown in this example.


To verify the business rules that determine the content of the Post Procedure Pneumonia w/ NHSN Benchmark module.

1 In the Module Type drop-down list, select the Post Procedure Pneumonia w/ NHSN Benchmark module.

2 Click the Help icon to the right of the NHSN Procedure Code drop-down list.

The NHSN Report Help pop-up displays.

3 Close the Help pop-up by clicking OK.




Series Data Options See These Sections for a Description and Detailed Procedures Series Label “Specify Label Criteria for a Series” on page 39 Date Criteria (Series 1) “Specify Date Criteria for a Series” on page 39 Date Aggregation “Specify Date Aggregation Criteria for a Series” on page 42 NHSN Procedure Code “Specify a Single NHSN Procedure Code for a Series” on page 49 Surgeon “Specify Surgeon Criteria for a Series” on page 52 Surgery Service “Specify Surgery Service Criteria for a Series” on page 53 Institution/Location “Specify Institution or Institution/Location Criteria for a Series” on page 63








Specify General Infection Reports Module Criteria You can use the criteria in this module to create a module that displays data for one or more pre-specified infection types including infections such as BSI, CDIs, UTI, SSI, PNEU, MRSA, or VRE. This module provides several options for building reports that are not available in other modules whose choices are limited to those options that produce valid data that can be benchmarked with NHSN.

For example, you could create a CDI outcomes report that compares overall number of CDI infections to the number of patients that needed surgery due to the CDI or that compares the number of patients that died as a result of the CDI.


This example shows a CDI outcomes report that compares overall number of CDI infections to the number of patients that needed surgery due to the CDI.




Series Data Options See These Sections for a Description and Detailed Procedures Series Label “Specify Label Criteria for a Series” on page 39 Date Criteria (Series 1) “Specify Date Criteria for a Series” on page 39 Date Aggregation “Specify Date Aggregation Criteria for a Series” on page 42 Infection Type “Specify Infection Type Criteria for a Series” on page 54 Institution/Location “Specify Institution or Institution/Location Criteria for a Series” on page 63 Denominator “Specify Denominator Criteria for a Series” on page 55 Multiplier “Specify Multiplier Criteria for a Series” on page 56



Series Display Options See These Sections for a Description and Detailed Procedures Series Shape “Specify Shape Display Criteria for a Series” on page 68 Series Color “Specify Color Display Criteria for a Series” on page 70 Plot Series On “Specify Plot Series On Display Criteria for a Series” on page 74





Specify General Surgical Reports Module Criteria You can use the criteria in this module to create a module that displays Surgical Infection rates. This module provides several options for building Surgical Infection reports that are not available in other modules whose choices are limited to those options that produce valid data that can be benchmarked with NHSN.

For example, you could create a report that compares one surgeon’s SSI rate for CSEC procedures compared to his peers.

This example shows the Surgeon specific SSI rates for caesarian sections with an overall rate comparison.





Series Data Options See These Sections for a Description and Detailed Procedures Series Label “Specify Label Criteria for a Series” on page 39 Date Criteria (Series 1) “Specify Date Criteria for a Series” on page 39 Date Aggregation “Specify Date Aggregation Criteria for a Series” on page 42 Infection Type “Specify Infection Type Criteria for a Series” on page 54 NHSN Procedure Code “Specify One or More NHSN Procedure Code for a Series” on page 49 Surgeon “Specify Surgeon Criteria for a Series” on page 52 Surgery Service “Specify Surgery Service Criteria for a Series” on page 53 Procedure “Specify Procedure Criteria for a Series” on page 56 OR Room “Specify OR Room Criteria for a Series” on page 57 ASA Score “Specify ASA Score Criteria for a Series” on page 58 Wound Class “Specify Wound Class Criteria for a Series” on page 59 Risk Index “Specify Risk Index Criteria for a Series” on page 60 Institution “Specify Institution or Institution/Location Criteria for a Series” on page 63 Denominator “Specify Denominator Criteria for a Series” on page 55 Multiplier “Specify Multiplier Criteria for a Series” on page 56








Specify Criteria for a Notifiable Disease Reports Module You can use the criteria in this module to show data about of one or more Notifiable diseases that were reported.

For example, you could create a table showing the number of Notifiable diseases that were reported to the health department for a particular institution in the last 6 months as shown in this example.


In this module, you can create up to 20 series of data.



Series Data Options See These Sections for a Description and Detailed Procedures Series Label “Specify Label Criteria for a Series” on page 39 Date Criteria (Series 1) “Specify Date Criteria for a Series” on page 39 Date Aggregation “Specify Date Aggregation Criteria for a Series” on page 42 Syndrome “Specify Syndrome Criteria for a Series” on page 61 Assigned To “Specify Assigned To Criteria for a Series” on page 62 Denominator “Specify Denominator Criteria for a Series” on page 55 Institution “Specify Institution or Institution/Location Criteria for a Series” on page 63








Specify Days Since Last Infection Module Criteria Use the criteria in this module to show the number of days since the last infection for one or more specific infection types.

For instance, you could create a Days since Last Infection module for CLABSI, VAP, and CAUTI as shown in this example.




Series Data Options See These Sections for a Description and Detailed Procedures Series Label “Specify Label Criteria for a Series” on page 39 Infection Type “Specify Infection Type Criteria for a Series” on page 54 Institution/Location “Specify Institution or Institution/Location Criteria for a Series” on page 63




Series Display Options See These Sections for a Description and Detailed Procedures Series Shape “Specify Shape Display Criteria for a Series” on page 68 Series Color “Specify Color Display Criteria for a Series” on page 70



Module Display Options See These Sections for a Description and Detailed Procedures Display Type “Specify Display Type Module Display Criteria” on page 77 Bar Graph Options “Specify Bar Graph Options Module Display Criteria” on page 78 Module Size “Specify Module Size Module Display Criteria” on page 80 Axis Labels “Specify Axis Labels Module Display Criteria” on page 80


Specify Medication Utilization - DOT Reports Module Criteria You can use these criteria to create a module that displays Days of Therapy (DOT) for a specific drug using one of the four NHSN defined aggregation methods. DOT are calculated based on Medication Administration Records (MAR). You can also use this module to compare hospital-wide trends for a specific drug.

This example shows a report with four different DOT modules. It shows a DOT module with Hospital-wide use trends for four different drugs, a DOT module with ICU trends for the same four drugs, a DOT module comparing the use of Fluoroquinolone via Oral routes versus the IV route, and a DOT module comparing the use of Fluoroquinolone in three different institutions in an organization.

Use the information in the following tables to learn which criteria are available for this module and to access links to a description and procedures for each specific type of criteria.



Series Data Options See These Sections for a Description and Detailed Procedures Series Label “Specify Label Criteria for a Series” on page 39 Date Criteria (Series 1) “Specify Date Criteria for a Series” on page 39 Date Aggregation “Specify Date Aggregation Criteria for a Series” on page 42 Medication “Specify Medication for a Series” on page 46 Route “Specify Route Criteria for a Series” on page 50 Denominator “Specify Denominator Criteria for a Series” on page 55 Multiplier “Specify Multiplier Criteria for a Series” on page 56 Institution/Location “Specify Institution or Institution/Location Criteria for a Series” on page 63







Module Display Options See These Sections for a Description and Detailed Procedures Display Type “Specify Display Type Module Display Criteria” on page 77 Bar Graph Options “Specify Bar Graph Options Module Display Criteria” on page 78 Module Size “Specify Module Size Module Display Criteria” on page 80 Axis Labels “Specify Axis Labels Module Display Criteria” on page 80

Specify Text Module Criteria You can use the criteria in this module to add a title, header, footer or additional descriptions to the data in a view. You can also use it to provide extra spacing between modules to aid with printing.

When you open the text module, you see an editor. Using this editor, you can type and format the text as desired.

This example shows the text editor in the Text module.

To add text, click inside the Text module and start typing.

For detailed help on using this editor, see The FCKeditor User Guide documentation at http://docs.cksource.com/FCKeditor_2.x/Users_Guide. You can also resize the module. By default, the width is 500 pixels and the height is 50 pixels.


To resize the text module, type a new value in the Width and/or Height text entry field.

When you close a view after editing, only the text from the text module displays as shown in this example.

Specify Data Criteria for a Series Data points are individual values plotted in a graph that are represented by bars, lines, dots, or various other shapes called data markers. Data markers of the same color constitute a data series in your graph.

When you first add a module to a view, the Series 1 criteria field is displayed. The first series of data you specify is your Primary data series. The primary data series is important because you define the Date Criteria and Date Aggregation on the primary data series and that date criteria is applied to all other data series. The reason you can have only one Primary Data series is because your graph can only have one date series. For this reason, you cannot delete the Primary data series.

IMPORTANT: Depending on the type of your module, different data series options will be available. You can plot one or more data series in a graph or table. In most modules, you can add up to 10 data series. In the Notifiable Diseases type module, you can add up to 20 data series.

This example shows the Primary Series data criteria for the Surgery Associated Infection w/ NHSN Benchmarks module.


You can use these data criteria options to change the content of the related data points that are plotted in a graph or table in a module.

The followings sections contain procedures for defining the following types of Data criteria for a series:

• “Specify Label Criteria for a Series” on page 39 • “Specify Date Criteria for a Series” on page 39 • “Specify Date Aggregation Criteria for a Series” on page 42 • “Specify Device Report Type Criteria for a Series” on page 42 • “Specify Device Type/ NHSN Location Type” on page 43 • “Specify NHSN Benchmark Criteria for a Series” on page 47 • “Specify an NHSN Procedure Code and Risk Index Category for a Series” on page 48 • “Specify a Single NHSN Procedure Code for a Series” on page 49 • “Specify One or More NHSN Procedure Code for a Series” on page 49 • “Specify Surgeon Criteria for a Series” on page 52 • “Specify Surgery Service Criteria for a Series” on page 53 • “Specify Infection Type Criteria for a Series” on page 54 • “Specify Denominator Criteria for a Series” on page 55 • “Specify Multiplier Criteria for a Series” on page 56 • “Specify Procedure Criteria for a Series” on page 56 • “Specify OR Room Criteria for a Series” on page 57 • “Specify ASA Score Criteria for a Series” on page 58 • “Specify Wound Class Criteria for a Series” on page 59 • “Specify Risk Index Criteria for a Series” on page 60 • “Specify Syndrome Criteria for a Series” on page 61 • “Specify Assigned To Criteria for a Series” on page 62 • “Specify Institution or Institution/Location Criteria for a Series” on page 63


Specify Label Criteria for a Series The Series label should describe the data that you are specifying for each specific data series. In some cases, this Series label will be displayed as your Y axis specific data labels and will also display in your graph legend. If you have a table in your module, the Series label also displays as the name for each row. If there is only one data series in the module, the label will not display in the legend.

For instance, this Days Since Last Infection module contains four series of data shown in this example. The Data Series labels include CLABSI, VRE, SSI, and CDI. The labels display in a legend and as names for each row on the data table below the graph.

To specify the label criteria, type a label in the Series Label text entry field.

This field is limited to 30 characters.

Specify Date Criteria for a Series When you first create a module, most modules require that you specify Date criteria. By default, the Date criteria are set to Infection for the last calendar 6 months. The Date criteria specified for Series 1, or the Primary series, must be the same for all series you specify in the module. Therefore, after you specify the Date criteria for the first series, this field is disabled for all additional series that you add to the module. If you need to change the Date criteria while defining the module, you must change it in the Primary series.

This example shows the Date criteria field for the Device Associated Infection w/ NHSN Benchmarks module.


Modules that include these Date criteria are:

• Device Associated Infection w/ NHSN Benchmark • General Infection Reports • NHSN Device SIR • Notifiable Disease Reports • Medication Utilization - DOT Reports Module

This example shows the Date criteria field for the Surgery Associated Infection w/ NHSN Benchmarks module. You can select whether the date specified is the Infection date or the Surgery date.

Modules that include this Date criteria are:

• Surgery Associated Infection w/ NHSN Benchmark • Post Procedure Pneumonia w/ NHSN Benchmark • General Surgical Reports

To change the Date criteria settings:

1 If necessary, leave the Infection Date option selected or select the Surgery Date option.

• Infection Date: displays data associated with the documented Infection date. • Surgery Date: displays data associated with the linked Surgery date in the infection

documentation depending on whether you report Surgical Site Infections (SSIs) based on the date of the surgery versus based on the date the infection was detected.

2 In the Date Criteria drop-drop list, select one of the following options:

The following table shows the Data Criteria options.

Table 30: Date Criteria Options

Options Use and Actions Last Calendar Use to create a report that contains data from the specified number of

previous calendar weeks, months, calendar quarters or years, or fiscal quarters or years. This selection limits the display to results from midnight on the previous calendar option. For procedures, see Step 3 on page 41.

Year to Date Use to create a Year to date running report. So, if you were creating the module in August, the data displayed would be from January of the current year to August of the current year. For procedures, see Step 4 on page 41.

Custom Range Use to create reports based on a specific, customized time frame. For example, you could have the report contain data from February to August of 2010. For procedures, see Step 5 on page 41.


3 If needed, select the Last Calendar option.

The fiscal quarter or year data is configured for your site by your TheraDoc® representative using the site.settings.fiscal_year_start_month setting in the Configuration page.

The Time Unit drop-down list displays and Number Value text entry field displays to the right of the Last Calendar label as shown in this example:

3.1 Select a desired time unit from the Time Unit drop-down list.

3.2 Type the applicable number for the time unit you specified in the Number Value text entry field.

Example: If today is Monday, January 19th, 2009, at 9:00 am and you specified, Last Calendar, 3 months, your results would be from October 1st, 12:00 am to December, 31st, 2008, at 11:59 pm. These dates change relevant to the current day.

4 If needed, select the Year to Date option.

5 If needed, select the Custom Range option.

The Start and End Date fields display as shown in this example.

This selection limits display of data to that which occurs between the dates specified. The date and time of the results always remain the same and do not change relevant to the current day.

Example: If today is Monday, January 19th, 2009, at 9:00 am and you specified a Start Date as January 1, 2009 and an End Date as January 15, 2009, your data would be from January 1st, 12:00 a.m. to January, 15th, 2009, at 11:59 p.m.

5.1 In the Start Date field, click the Calendar icon and select the specific date you want the data to begin with.

5.2 In the End Date field, click the Calendar icon and select the specific date you want the data to end with.


Specify Date Aggregation Criteria for a Series The Date Aggregation criterion lets you define how you want the data aggregated. By default the data are aggregated by Month. You can change the setting to Week, Quarter, or Year depending on what type of module you are generating.

This example shows the Date Aggregation criteria controls in a module with the default settings.

Modules that include these Data Aggregation criteria are:

• Device Associated Infection w/ NHSN Benchmark • General Infection Reports • General Surgical Reports • Medication Utilization - DOT Reports Module • NHSN Device SIR • Notifiable Disease Reports • Post Procedure Pneumonia w/ NHSN Benchmark • Surgery Associated Infection w/ NHSN Benchmark

To change the Date Aggregation criteria setting, select a different option. This week option is not available for the Medication Utilization modules.

Specify Device Report Type Criteria for a Series Device Report Type criteria lets you specify which type of device data you want in your module. By default, Central Line Associated BSI rate is the report type specified. The options available are the traditional device type rate reports that you might benchmark with National Healthcare Safety Network (NHSN) along with newer ratio type of reports that you might also want to benchmark with NHSN.

This example shows the Device Report Type criteria field in a module with its drop-down list options.


The only module that includes this Device Report Type criterion is the Device Associated Infection w/ NHSN Benchmark module.

To select a different type of device data, select a different option from the Device Report Type drop-down list.

To see the business rules that determine the content of a report,

1 Select the desired report type from the Device Report Type drop-down list.

2 Click the Help icon to the right of the Device Report Type drop-down list.

NOTE: Device days are calculated using NHSN rules for census-based point-in-time calculation and de-duplication for multiple devices. Patient days are also calculated using a census-based point-in-time calculation.

Specify Device Type/ NHSN Location Type for a Series Device Types / NHSN Location Type criteria lets you specify which combination of device type data and NHSN Location Type data you want in your module. By default, Central Line Associated BSI rate is the data type specified.

The three options available are the traditional device type rate reports that you might benchmark with National Healthcare Safety Network (NHSN) along with newer ratio type of reports that you might also want to benchmark with NHSN.

This example shows the Device Type / NHSN Location Type criteria field in a module with its drop-down list options.

The only module that includes this Device Type/NHSN Location Type criterion is the NHSN Device SIR module.

To select a different type of device data, select a different option from the Device Types / NHSN Location Type drop-down list.

After selecting a Device type, you can make additional selections to refine the data displayed in your module.

There are several options because BSI data is stratified differently for a NICU (central line versus umbilical) and for Specialty Care Area (SCA) (permanent versus temporary).

For Central Line associated Device types, you can also limit the data to one or more Benchmark types for your report. By default, data for all NHSN Location types and All Birth Weight categories for each of the applicable Benchmarks are included. However, if desired, you can select one or more particular NHSN Location types to include in the report. You can also limit the data to one or more Birth Weight Category stratifications for the NICU Benchmark types.


For birth weight data to be available to the SIR module in Dashboard reports, birth weight data must be specified for each NICU patient. Birth weight category information might be populated from your ADT interface, or you can specify the birth weight or birth weight category by opening the Workbench in the Infection Control Assistant™ and navigating to the Patient Data Review section. For detailed instructions, see “Add Birth Weight Details to a Patient’s Record” in the Infection Control Assistant User Guide.

This example shows the additional CLABSI data options for making these choices. By default the CLABSI (not NICU or SCA) NHSN Benchmark Type is included in a Central Line-Associated BSI Device Type module.

This means that you can create different SIR report modules based on a particular NHSN Benchmark type, NHSN Location Type; and, if applicable, stratify the data by one or more birth weight categories.

For example, you can create a report module that has different benchmarks for NICU CLABSI and NICU Umbilical stratified by birth weight.

IMPORTANT: SIR can only be calculated for locations that have an NHSN benchmark. Therefore, if a location is not mapped to an NHSN location, it will not have NHSN benchmark data. If you want to include data for your entire organization in this report module, you must have each location mapped to an NHSN location.

To map a location to an NHSN location:

1 Click the blue Access Location Manager link.

2 In the Location Manager, edit the applicable locations to configure their correct mapping to an NHSN Benchmark Code.

2.1 Locate the desired location, and then click the Edit link associated with that location.

2.2 Select the appropriate NHSN Benchmark code for that particular location.

2.3 Click Save > OK.

2.4 Repeat Steps 2.1 through 2.3 for each location you want to configure.

3 When you are finished editing the locations in Location Manager, click the blue Reload App Setting link to make your changes available to the Dashboard panel and other pages within the TheraDoc application and close the Location Manager.

4 Close the Dashboard module and reopen it to see the new NHSN locations.

For each of these Device Type options, you can report on all institutions and locations or concentrate on one or more specific institutions and locations. By default, all institutions and locations are selected.


When you limit the locations to a specific NHSN Location Type, only data from those locations are included in your report even though you have not changed the Institution or Location selections. The specific locations associated with the specified NHSN Location are automatically selected by the system. You can further limit your selection to just one or more specific institutions or locations.

To change which NHSN Benchmark Types are selected, select or deselect an option by clicking its associated check box.

To change which NHSN Location Types are selected for an option:

1 Click the blue NHSN location type name link.

2 In the left picklist, select one or more NHSN location type name by double clicking the applicable names to move it from the left picklist to the right column.

The selected NHSN Location Types populate the Location picklists as shown in this example. The locations that display are only those locations that are mapped to the selected NHSN Location types.

3 If necessary, limit the locations to specific institutions or units.

3.1 In the Institution/Location field, click the Modified link.

3.2 If needed, double-click one or more institution name in the left the Institution picklist to move it from the left picklist to the right column.

Only NHSN locations from the selected institutions display in the locations picklist.

3.3 If needed, double-click one or more NHSN location name in the left the Institution/Location picklist to move it from the left picklist to the right column.


If you limit the locations to a specific birth weight category, only data from those locations and or birth weights are included in your report.

To change which birth weight categories are selected for an NHSN Benchmark:

1 Click the applicable blue birth weight categories name link.

2 In the left picklist, select one or more birth weight categories names by double clicking the applicable name to move it from the left picklist to the right column.

Specify Medication for a Series The Medication criterion lets you select one or more medications for your report. By default, all Antimicrobial medications are selected.

This example shows the Medication options available in the Medication Utilization modules.

In the Medication Utilization - DOT Reports Module the list of medications in the picklist is limited to the list of antimicrobials currently supported by the NHSN medication associated modules. For more information, see “Appendix B. List of Antimicrobials in the Antimicrobial Use and Resistance Module AUR.pdf” on the NHSN Web site.

Modules that include these Medication criteria are:

• Medication Utilization - DOT Reports Module

To limit the data to one or more specific medications or to change your current selection:

1 Click the blue Any or selected value link to display the picklist.

2 Select one or medications in the picklist.

2.1 To search for a specific medication and select it, select an option from the Search Conditions drop-down list or leave the default setting of Contain.

Type its name in the Search text entry field.

2.2 If desired move the medications displayed in red to the right column by clicking the single, red right-arrow button .

2.3 If desired, select one medication at a time by double-clicking its name in the left column to move it to the right column.

2.4 If desired, select one or more medications at a time by highlighting their names in the left column and clicking the single, right-arrow button to move them to the right column.

2.5 If desired, deselect one medication at a time by double-clicking its name in the right column to move it to the left column.


2.6 If desired, deselect one or more medications at a time by highlighting their names in the right column and clicking the single, left-arrow button to move them to the right column.

2.7 If desired, deselect all medications at a time by clicking the double, left-arrow button to move them to the left column.

3 If desired, hide the picklists by clicking the blue Any or selected value link.

This example shows the Medications criteria hidden. The meropenem medication is selected.

Specify NHSN Benchmark Report for a Series The NHSN Benchmark Report criterion lets you select a specific NHSN report to use for obtaining NHSN Benchmark data. The drop-down list contains benchmarks from the NHSN report issued December 2009 that contains benchmark data from 2006 through 2008. More recent NHSN benchmarks published since that report are also available to provide more precise benchmarking options.

This example shows the NHSN Benchmark Report option available in the NHSN SIR module.

The only module that includes this NHSN Location Type criterion is the NHSN Device SIR module.

1. To specify which report to use, select an option in the NHSN Benchmark Report drop-down list.

Specify NHSN Benchmark Criteria for a Series The NHSN Benchmark criterion lets you select an NHSN benchmark that you have mapped in the TheraDoc application for your module. In this criterion, only NHSN benchmark locations are available for selection because it would not make sense to select non-NHSN Benchmark locations to compare against NHSN benchmarks. For example, if you are creating a report module that is going to display data that compare infections for two different ICU units, then you can select this option.

If necessary and if you have rights, you can edit the NHSN Benchmark mappings in Location Manager to add additional NHSN locations.

This example shows the NHSN Benchmark criteria field in a module with its drop-down list options. The default options selected and the options available are dependent on the NHSN Benchmarks mappings at your site.


The only module that includes this NHSN Location Type criterion is the Device Associated Infection w/ NHSN Benchmark module.

To select a different location, select a different option from the NHSN Benchmark drop-down list.

To edit NHSN Benchmark location mappings:

1 Click the blue Access Location Manager link.

2 In the Location Manager, edit the applicable locations to configure their correct mapping to an NHSN Benchmark Code.

2.1 Locate the desired location, and then click the Edit link associated with that location.

2.2 Select the appropriate NHSN Benchmark code for that particular location.

2.3 Click Save > OK.

2.4 Repeat Steps 2.1 through 2.3 for each location you want to configure.

3 When you are finished editing the locations in Location Manager, click the blue Reload App Setting link to make your changes available to the Dashboard panel and other pages within the TheraDoc application and close the Location Manager.

4 Close the Dashboard module and reopen it to see the updated NHSN Benchmark locations.

Specify an NHSN Procedure Code and Risk Index Category for a Series By default when you create a module that has NHSN Procedure Code and Risk Index Category criteria, no code or category is selected. Therefore, leaving the setting at the default, displays data for all procedures. When you want to include data for a specific code only, you can specify which code along with which Risk Index Categories you want to include.

This example shows the NHSN Procedure Code and Risk Index Category criteria field in a module with its drop-down lists.

If you have a Surgery interface to the TheraDoc application, you can use procedures as your denominator. The NHSN code in the denominator will then be matched with your selected NHSN code in the numerator. However, the NHSN Surgical Code value is based on how you documented the SSI (not the NHSN code in your denominator).

If you want to benchmark with NHSN, you must select a Risk Index category because NHSN benchmarks are divided by their risk indexes.

The only module that includes these NHSN Procedure Code and Risk Index Category criteria is the Surgery Associated Infection w/ NHSN Benchmark module.


1 In the NHSN Procedure Code drop-down list, select a code.

Selecting this option populates the options in the Risk Index Category drop-down list.

This example shows the Risk Index Category options that are available when a CBGB is selected.

NOTE: The Risk Index categories that display in the Surgery Associated Infection w/ NHSN Benchmark module are based on the risk indexes that have benchmarked data.

2 If necessary, select a category value In the Risk Index Category drop-down list.

Specify a Single NHSN Procedure Code for a Series By default when you create a module that has NHSN Procedure Code criteria, no code or category is selected. Therefore, leaving the setting at the default, displays data for all procedures. When you want to include data for a specific code only, you can specify which code you want to include.

This example shows the NHSN Procedure Code criteria field in a module with its drop-down list.

If you have a Surgery interface to the TheraDoc application, you can use procedures as your denominator. The NHSN code in the denominator will then be matched with your selected NHSN code in the numerator. However, the NHSN Surgical Code value is based on how you documented the SSI (not the NHSN code in your denominator).

The only module that includes this single NHSN Procedure Code criterion is the Post Procedure Pneumonia w/ NHSN Benchmark module.

1 To specify an NHSN Procedure Code, select a code in the NHSN Procedure Code drop-down list.

Specify One or More NHSN Procedure Code for a Series By default when you create a module that has NHSN Procedure Code criteria, it includes data for all procedures. When you want to include data for only one or more specific procedures, you can specify which codes you want to include.

This example shows the NHSN Procedure Code criteria field in a module with its picklist.

The only module that includes this multiple NHSN Procedure Code criteria picklist is the General Surgical Reports module.


To include the data for one or more specific procedures or to change your current selection:


2 If needed, select or deselect one or more procedures.

2.1 To select one procedure at a time double-click the code in the left column to move it to the right column.

2.2 To select one or more procedure at a time highlight the codes in the left column and clicking the single, right-arrow button to move them to the right column.

2.3 To deselect one procedure at a time double-click the code in the right column to move it to the left column.

2.4 To deselect one or more procedure at a time highlight the codes in the right column and clicking the single, left-arrow button to move them to the right column.

2.5 To deselect all procedures at a time click the double, left-arrow button to move them to the left column.

3 To hide the picklist by click the blue Any or selected code link when you are done making your selections.

This example shows the NHSN Procedure Code criteria with the picklist hidden. The CARD, CBGB, and other codes are selected.

Specify Route Criteria for a Series The Route criterion lets you select routes for any of the medications you selected for your report. Although you can select more than one route, you should probably only select one per series so you can compare your data the same way the NHSN compares them.

The options for the Days of Therapy (DOT) have a slight difference.

This example shows the Route options available in the Medication Utilization - DOT Reports Module.

This default option has a different aggregation than selecting each route by itself or each route combined together. This option counts the Days of Therapy only once for all routes. If you choose the Select Routes option and left the default setting, you could get up to four DOTs for a patient, which is not what the NHSN is expecting.


If you want to choose a specific route for your DOT module and you choose the Select Routes option, a Routes picklist is displayed as shown in this example. You can select a route from this picklist. The list of routes is limited to the four routes for which the NHSN AUR protocol has defined aggregation rules.

Modules that include these Route criteria are:

• Medication Utilization - DOT Reports Module

To limit the data to one or more specific route or to change your current selection:

1 If you are specifying criteria for the DOT Reports module that does not have a route specified, select the Select Routes option.


3 If desired search for a specific route and select it:

3.1 Select an option from the Search Conditions drop-down list or leave the default setting of Contain.

3.2 Type its name in the Search text entry field.

3.3 To select the all routes displayed in red click the single, red right-arrow button .

4 To select one route at a time double-click its name in the left column to move it to the right column.

5 To deselect one route at a time double-click its name in the right column to move it to the left column.

6 To hide the picklist click the blue Any or selected code link when you are done making your selections.

This example shows the Routes criteria hidden. The Respiratory tract route is selected.


Specify Surgeon Criteria for a Series By default when you create a module that has Surgeon criteria, it includes data for all surgeons. When you want to include data for one or more specific surgeons only, you can specify which surgeons you want to include.

This example shows the Surgeon criteria field in a module with its default picklist options.

The list of surgeons in the Surgeon picklist is populated from your surgery interface. This is useful in finding all the different spellings for a particular surgeon if they come from different systems.

Modules that include these Surgeon criteria are: • Surgery Associated Infection w/ NHSN Benchmark • Post Procedure Pneumonia w/ NHSN Benchmark • General Surgical Reports

To limit the data to one or more specific surgeons or to change your current selection:


2 Search for surgeons and select them:


2.2 Type their name in the Search text entry field.

2.3 To select all the surgeon’s names displayed in red click the single, red right-arrow button .

2.4 To select one surgeon at a time double-click their name in the left column to move it to the right column.

2.5 To select one or more surgeons at a time highlight their names in the left column and click the single, right-arrow button to move them to the right column.

3 To deselect one surgeon at a time double-click their name in the right column to move it to the left column.

4 To deselect one or more surgeons at a time highlight their names in the right column and click the single, left-arrow button to move them to the right column.

5 To deselect all surgeons at a time click the double, left-arrow button to move them to the left column.


6 To hide the picklist click the blue Any link or Done button when you are done making your selections.

This example shows the Surgeon criteria with the picklist hidden. Surgeon Stephen L. Ondra is selected.

Specify Surgery Service Criteria for a Series By default when you create a module that has Surgery Service criteria, it includes data for all services. When you want to include data for specific services only, you can specify which services you want to include.

This example shows the Surgery Service criteria field in a module with its default picklist options. The options in this picklist are dependent on the surgery mappings at your institution.

The list of services in the Surgery Service picklist is populated from your surgery interface. This is useful in finding all the different services if they come from different systems.

Modules that include these Surgery Service criteria are: • Surgery Associated Infection w/ NHSN Benchmark • Post Procedure Pneumonia w/ NHSN Benchmark • General Surgical Reports

To limit the data to one or more specific services or to change your current selection:


2 Select or deselect one or more services.

2.1 To select one service at a time double-click its name in the left column to move it to the right column.

2.2 To select one or more services at a time highlight their names in the left column and clicking the single, right-arrow button to move them to the right column.

2.3 To deselect one service at a time double-click its name in the right column to move it to the left column.

2.4 To deselect one or more services at a time highlight their names in the right column and click the single, left-arrow button to move them to the right column.

2.5 To deselect all services at a time click the double, left-arrow button to move them to the left column.


3 To hide the picklist click the blue Any link or selected service link when you are done making your selections.

This example shows the Surgery Service criteria with the picklist hidden. The CBGB service is selected.

Specify Infection Type Criteria for a Series When creating a General Infection Reports or General Surgical Reports module, the options in the Infection Type drop-down list lets you select the type of Infection report that you want to build. For example, if you wanted to build a Central Line Associated (CLA) Blood Stream Infection (BSI) report of all types, you would keep the default setting of BSI CLA (Total). However, if you wanted to limit the report to show data for only umbilical CLA BSIs, you would select BSI – CLA (umbilical) from the Infection Type drop-down list.

Modules that include these Infection Type criteria are:

• General Infection Reports • General Surgical Reports • Days Since Last Infection Module

To specify the type of Infection data to include in your module:

1 In the Infection Type drop-down list, select the desired option.

2 (Optional) Verify the option contains the criteria you desired.

2.1 Click the Help icon to the right of the drop-down list.

The details of the criteria used to create this report are displayed. This example shows the details of the CDI – HAI Outcome pt admitted to ICU option. In this Infection type, all of the options shown are options that must be selected in the infection documentation for the infection to be included in this report module.


Each of the elements shown in the help is an element that was selected in the applicable infection document as shown in the following table. In this case, all these items must be selected.

Table 31: Elements and the Infection Document Options

Element Infection Document Option Selected Example C. difficile [MDRO/CDAD; Specific Organism Type

Admitted to ICU for CDAD complications [MDRO/CDAD; Clostridium difficile-Associated Disease]

Hospital-associated

2.2 Return to the module settings by clicking OK.

Specify Denominator Criteria for a Series The Denominator criterion lets you specify the denominator to use for the applicable data in the module.

Modules that include these Denominator criteria are:

• General Infection Reports • General Surgical Reports • Notifiable Disease Reports • Medication Utilization - DOT Reports

To specify a denominator, select the desired option from the Denominator drop-down list.

The options available for each Module type are shown in the following table:

Table 32: Module Type Denominators

Module Type Available Denominators General Infection Reports • Patient Days

• Device Days • Admissions • Discharges

General Surgical Reports Surgeries Notifiable Disease Reports Patient Days


Module Type Available Denominators Medication Utilization - DOT Reports

• Adjusted Patient Days • Days Present (Hospital-Wide) • Days Present (Unit) • Patient Admissions (Hospital-Wide) • Unit Admission

Specify Multiplier Criteria for a Series When calculating infection rates, the Multiplier option lets you normalize the data so the result is closer to a whole number. It is easier to differentiate between Infection rates of 1.5 versus 1.7 compared to rates of .015 and .017. By default the Multiplier is set at 100.

This example shows the default Multiplier options in a module.

Modules that include these Multiplier criteria are:

• General Infection Reports • General Surgical Reports • Medication Utilization - DOT Reports Module

To change the multiplier, select the desired option in the Multiplier field.

IMPORTANT: You should use the same multiplier setting for all series in a module.

Specify Procedure Criteria for a Series By default when you create a module that has Procedure criteria, it includes data for all procedures. When you want to include data from specific procedures only, you can specify which procedures you want to include.

This example shows the Procedure criteria field in a module with its default picklist options.

The list of procedures in the Procedure picklist is populated from your surgery interface. This useful for building reports for groupings of similar surgeries without having to use the NHSN Procedure code especially for those procedures that do not have an NHSN mapping.

The only module that includes the Procedure criteria is the General Surgical Reports module.


To limit the data to one or more specific procedures or to change your current selection:


2 Search for procedures and select them:


2.2 Type all or part of a procedure or procedure code name in the Search text entry field.

2.3 To select all the procedures displayed in red click the single, red right-arrow button .

2.4 To select one procedure at a time double-click the name in the left column to move it to the right column.

2.5 To select one or more procedure at a time highlight the name in the left column and click the single, right-arrow button to move them to the right column.

3 To deselect one procedure at a time double-click their name in the right column to move it to the left column.

4 To deselect one or more procedures at a time by highlighting their names in the right column and clicking the single, left-arrow button to move them to the right column.

5 To deselect all procedures at a time by clicking the double, left-arrow button to move them to the left column.

6 To hide the picklist by click the blue Any link or Done button when you are done making your selections.

This example shows the Procedure criteria with the picklist hidden. The Coronary artery bypass grafting with both chest and donor site incision procedure is selected.

Specify OR Room Criteria for a Series By default when you create a module that has OR Room criteria, it includes data for all operating rooms. When you want to include data from specific OR Room values only, you can specify which values you want to include.

This example shows the OR Room criteria field in a module with its default picklist options.


The list of operating rooms in the OR picklist is populated from your surgery interface. This useful for building reports for groupings of surgeries that occurred in a particular OR without having to use the NHSN Location code especially for those locations that do not have an NHSN mapping.

The only module that includes these OR Room criteria is the General Surgical Reports module.

To limit the data to one or more specific OR Room value or to change your current selection:


2 To select one OR room at a time double-click its name in the left column to move it to the right column.

3 To select one or more OR rooms at a time highlight them in the left column and click the single, right-arrow button to move them to the right column.

4 To deselect one OR room at a time double-click its name in the right column to move it to the left column.

5 To deselect one or more OR rooms at a time highlight their names in the right column and click the single, left-arrow button to move them to the right column.

6 To deselect all OR rooms at a time click the double, left-arrow button to move them to the left column.

7 To hide the picklist click the blue Any link or selected OR link when you are done making your selections.

This example shows the OR Room criteria with the picklist hidden. OR Room 06 is selected.

Specify ASA Score Criteria for a Series By default when you create a module that has ASA Score criteria, it includes data for all ASA scores. When you want to include data from one or more specific ASA scores only, you can specify which values you want to include.

This example shows the ASA scores criteria field in a module with its default picklist options.

The only module that includes these ASA Score criteria is the General Surgical Reports module.


To limit the data to one or more specific ASA score or to change your current selection:


2 To select one ASA Score value at a time double-click its value in the left column to move it to the right column.

3 To select one or more ASA Score values at a time highlight their values in the left column and click the single, right-arrow button to move them to the right column.

4 To deselect one ASA Scores value at a time double-click its name in the right column to move it to the left column.

5 To deselect one or more ASA Scores values at a time highlight their names in the right column and click the single, left-arrow button to move them to the right column.

6 To deselect all ASA Scores values at a time click the double, left-arrow button to move them to the left column.

7 To hide the picklist click the blue Any link or selected values link when you are done making your selections.

This example shows the ASA scores value criteria with the picklist hidden. ASA scores 2 and 5 are selected.

Specify Wound Class Criteria for a Series By default when you create a module that has Wound Class criteria, it includes data for all Wound Class values. When you want to include data from specific Wound Class values only, you can specify which values you want to include.

This example shows the Wound Class criteria field in a module with its default picklist options.

The only module that includes these Wound Class criteria is the General Surgical Reports module.

To limit the data to one or more specific Wound Class values or to change your current selection:


2 To select one Wound Class value at a time double-click its value in the left column to move it to the right column.


3 To select one or more Wound Class values at a time highlight their values in the left column and click the single, right-arrow button to move them to the right column.

4 To deselect one Wound Class value at a time double-click its name in the right column to move it to the left column.

5 To deselect one or more Wound Class values at a time highlight their names in the right column and click the single, left-arrow button to move them to the right column.

6 To deselect all Wound Class values at a time by click the double, left-arrow button to move them to the left column.


This example shows the Wound Class value criteria with the picklist hidden. Wound Class 3 is selected.

Specify Risk Index Criteria for a Series By default when you create a module that has Risk Index criteria, it includes data for all risk indexes. When you want to include data from specific risk indexes only, you can specify which values you want to include.

This example shows the Risk Index criteria field in a module with its default picklist options.

The only module that includes these Risk Index criteria is the General Surgical Reports module.

To limit the data to one or more specific risk indexes or to change your current selection:


2 To select one risk index value at a time double-click its value in the left column to move it to the right column.

3 To select one or more risk index values at a time highlight their values in the left column and click the single, right-arrow button to move them to the right column.

4 To deselect one risk index value at a time double-click its name in the right column to move it to the left column.

5 To deselect one or more risk index values at a time highlight their names in the right column and click the single, left-arrow button to move them to the right column.


6 To deselect all risk index values at a time click the double, left-arrow button to move them to the left column.


This example shows the risk index values criteria with the picklist hidden. Risk indexes 0, 2, and 3 are selected.

Specify Syndrome Criteria for a Series The Syndrome criteria let you specify one or more syndromes for a series.

This example shows the Syndrome criteria field in a module with its picklist options.

The only module that includes these Syndrome criteria is the Notifiable Disease Reports module.

To limit the data to one or more specific syndromes or to change your current selection:

1 To select one syndrome at a time double-click its name in the left column to move it to the right column.

2 To select one or more syndromes at a time highlight their names in the left column and click the single, right-arrow button to move them to the right column.

3 When a syndrome name is not visible for selection, you can scroll down the list to find it or search for it and select it.

3.1 To search for a syndrome in the Available Syndromes list, select a Search For scope option from the drop-down list.

Type the complete syndrome name or part of the syndrome name in the Search For text entry field.

For example, if you type staph in the Search For text entry field, the syndromes that contain staph in their name display in red at the top of the left column as show in this example:


Select all the syndrome names highlighted in red by clicking the red right arrow button to move the syndrome names from the left column to the right column.

4 To deselect one syndrome at a time double-click its name in the right column to move it to the left column.

5 To deselect one or more syndromes at a time highlight their names in the right column and click the single, left-arrow button to move them to the right column.

6 To deselect all syndromes at a time click the double, left-arrow button to move them to the left column.

This example shows the Staph criteria selected for this series.

Specify Assigned To Criteria for a Series The Assigned To criteria let you narrow the data to list all the notifiable diseases to assigned to one or more persons.

This example shows the default Assigned To criteria field.

The only module that includes these Assigned To criteria is the Notifiable Disease Reports module.

To change the assigned to one or more people or to change your current selection:


2 To select one individual at a time by double-click their name in the left column to move them to the right column.


3 To select one or more individuals at a time highlight their names in the left column and click the single, right-arrow button to move them to the right column.

4 To deselect one individual at a time double-click their name in the right column to move them to the left column.

5 To deselect one or more individuals at a time highlight their names in the right column and click the single, left-arrow button to move them to the right column.

6 To deselect all individuals at a time click the double, left-arrow button to move them to the left column.

7 To hide the picklist click the blue Any link or selected names link when you are done making your selections.

This example shows the Assigned To criteria with the picklist hidden. Lucas Boyd is selected.

Specify Institution or Institution/Location Criteria for a Series When your organization has more than one institution, you can use this criterion to specify which institution’s and/or location’s data you want included in the module. By default data from all institution and location are included in the module.

Different modules have a slight variation but they all basically work the same.

This example shows the Institution criteria field in a module with its picklist options.

Modules that include these Institution criteria are:

• Notifiable Disease Reports • Post Procedure Pneumonia w/ NHSN Benchmark • Surgery Associated Infection w/ NHSN Benchmark


This example shows the Institution/Location criteria field in a module with its picklist options. The locations that are available for selection based on the NHSN benchmark locations mapped and options selected.

Modules that include theses Institution/Location criteria are:

• Device Associated Infection w/ NHSN Benchmark • NHSN Device SIR

This example shows the Institution/Location criteria field in a module with its picklist options. The locations that are available for selection based on whether units or Location types is selected and which locations are mapped to NHSN location types when the Location Type option is selected.


• Modules that include theses Institution/Location criteria are: • General Infection Reports • General Surgical Reports • Days Since Last Infection Module

This example shows the Institution/Location criteria field in the Medication Utilization - DOT Reports module with its Hospital Wide and Location Specific options.

Only the Medication Utilization - DOT Reports module includes these Hospital Wide and Location Specific options in the Institution/Location criteria group:

To limit the data to one or more specific institutions and/or locations or to change your current selection:

1 Click the blue Select Value or Modified link to display the picklist.

2 If using the General Infection Reports, General Surgical Reports, or Days Since Last Infection Module, select one of the following options:

Table 33: General Infection Reports, General Surgical Reports, or Days Since Last Infection Module options

Option Purpose Unit Use to specify any ADT location in a selected institution. Location Types Use to specify a group of locations by NHSN Location Types in the selected

institutions. This option requires that all locations are mapped to an NHSN Location type.

3 If using the Medication Utilization - DOT Reports Module, select one of the following options:

Table 34: Medication Utilization - DOT Report options

Option Purpose Hospital Wide Use to get a hospital wide DOT aggregation of data for all selected

institutions. Location Specific Use to get a DOT count for the selected location in the selected institutions.

4 To select one institution, location, or location type at a time double-click its name in the left column to move it to the right column.


5 To select one or more institution, location, or location type at a time highlight their names in the left column and click the single, right-arrow button to move them to the right column.

6 To deselect one institution, location, or location type at a time double-click its name in the right column to move it to the left column.

7 To deselect one or more institution, location, or location type at a time highlight their names in the right column and click the single, left-arrow button to move them to the right column.

8 To deselect all institution, location, or location type at a time click the double, left-arrow button to move them to the left column.

9 (Optional) When you are done making your selections, hide the picklists by clicking the blue Any or selected value link.

10 To hide the picklist click the blue Select Values link or Modified link when you are done making your selections.

This example shows the Institution/Location criteria hidden after it has been modified.


Specify Display Criteria for a Series After specifying the data criteria for a series, you can accept the default display criteria or change them.

By default all Series Display Options are hidden. After you show them, the system retains your last Show or Hide setting for these options in the module.

To display or hide the Series Display options, click the blue Series Display Option link.

This example shows the default blue Series Display Options link with the contents displayed in a Device Associated Infection w/ NHSN Benchmark module.

Each data series in a graph should be assigned a unique color or pattern and is represented in the graph legend.

Use the procedures in the following sections as applicable for each series in the module.

• “Specify Shape Display Criteria for a Series” on page 68 • “Specify Color Display Criteria for a Series” on page 70 • “Specify NHSN Benchmark Display Criteria for a Series” on page 70 • “Specify Plot Series On Display Criteria for a Series” on page 74


Specify Shape Display Criteria for a Series By default, the bar shape is specified for most series. The default Series shape for the Days Since Last Infection module is HorizontalBar rather than Bar.

This example shows the Series Shape criteria field in a Device Associated Infection w/ NHSN Benchmark module:

For each series you can use the default shape setting or change it. In most cases, you might want to keep the same Series shape settings for each series within a module. However, it is not required.

IMPORTANT: If you mix Series shapes, some data might be hidden behind the other data shown depending on your data shapes used for each series, the order in which you specify the series, and Module Bar Graph options. You cannot mix Pie or HorizontalBar options with other shape options. If any of the series shapes are Pie, all series data displays in a Pie shape regardless of other shape choices made. If any of the shapes are Horizontal Bar, this shape changes the orientation of the display and does not mix with the other shape options.

To change this option from the default, select a different option from the Series Shape drop-down list.

If you want to mix shapes, such as Line, Bar, and Area, the content is layered starting with Series 1, then 2, and 3 and so forth. So, to ensure that all content in the graph is visible, select the smaller shapes for content in the first or second series.

This example shows how the same data is displayed with different Series Shape options. Module 1 has the smaller data point with the smaller shapes specified in Series 1. When you assign larger data points and a larger shape to Series 1, a lot of the data is covered as shown in Module 2. Module 3 shows that when any of the Series shape is Pie, all series are displayed as Pie.


This example shows how the same data is displayed with different Series Shape and Module Bar Graph options. Module 4 shows how applying a Bar Graph Stacked option does not enhance the display when the Series Shapes are different. Modules 5 through 7 show how the different Module Bar Graph options affect the display when all the Series shapes are Bar.

A graphic example of each option is shown in the following table.

Table 35: Shape Options and Graphic Examples

Shape Option Graphic Example Shape Option Graphic Example Bar (default)

Area

Line

Pie

HorizontalBar (default for Days Since Last Infection)


Specify Color Display Criteria for a Series The Color display options let you define the color in which that series data displays.

By default, the default color for the first Series shape is Red.

When you add an additional series, the system automatically selects the next color in the Series Color option list, working down from the top of the list. For example, Series 1, red; Series 2, blue, Series 3, green; Series 4, yellow.

When you copy a series, the new series automatically keeps the same color as the series from which it was copied; therefore, you need to change the color in the new series.

This example shows the Series Color criteria field in a Device Associated Infection w/ NHSN Benchmark module:

To change this option from the default or currently assigned color, select a different option from the Series Color drop-down list.

Specify NHSN Benchmark Display Criteria for a Series Three modules have National Healthcare Safety Network (NHSN) benchmark criteria included as part of their criteria. The options in this criteria let you compare your site’s infection rates with the infection rates collected by NHSN.

If an NHSN benchmark does not exist for the selected data element, an NHSN benchmark will not display on the graph, table, or legend.

This example shows the default settings and options for the Surgery Associated Infection w/NHSN Benchmark and Post Procedure Pneumonia w/NHSN Benchmark modules. Only the most recent NHSN benchmarks from the December 2009 publication are displayed:


This example shows the default settings and options for the Device Associated Infection w/NHSN Benchmark modules:

To change the settings from the default or currently assigned settings:

1 If available and desired, select a different option than the default from the Report drop-down list.

2 Add the Pooled mean or one or more percentile options by selecting the applicable options in the NHSN Benchmark criteria field.

When the NHSN Pooled Mean option is selected, the NHSN pooled benchmarks are shown against the data in the graph and in the table as shown in this example.


When the 25% NHSN Percentile option is selected, the NHSN 25% Percentile benchmark displays next to the calculated results in the graph as shown in this example.

3 If you need to remove one or more percentiles from the graph, deselect that percentile.

4 From the Report drop-down list, select which NHSN report to use for obtaining NHSN benchmark data.

5 If you want to add a Z-test comparison to the report, select the Compare to NHSN Pooled mean using Z-test option.

For the NHSN Pooled Mean Using Z-test option to be enabled for selection, the Pooled Mean option must be selected.

Using this Compare to NHSN Pooled mean using Z-test option lets you compare aggregated values to NHSN benchmarks. A Z-test can be calculated on the difference between the two metrics to determine significance. Z-score and P-value are only calculated when the denominator is greater than 19 and the numerator is greater than zero.


Significant values are displayed in red in the table data as shown in this example.


Specify Plot Series On Display Criteria for a Series The Plot Series On display criteria lets you specify whether you want the data plotted on the left side or the right side.

By default the data is plotted with the primary axis is on the left, Y-axis as shown in this example.

If you want to add a secondary axis, the data is plotted on the secondary, right Y-axis. Using a dual axis lets you compare two different types of data as shown in this example.

This example shows the default criteria in the Plot Series On criteria field:

To change these settings from the default or currently assigned settings:

1 If needed, change the series data to plot on the Secondary Axis by selecting the Secondary Axis option.

The data values for that series displays on the right side of the graph.

IMPORTANT: If the Display shape for all series is Bar, the graph points for the Secondary Axis data might be stacked and/or hidden.

1.1 Make sure all the Primary Axis (left side) Series shapes are the same but different than the Secondary axis series shapes.

1.2 Make sure all the Secondary Axis (right side) Series shapes are the same but different than the Primary axis (left side) series shapes.


These examples show how the same data is plotted differently on the graph depending on how the secondary axis and series shapes and colors are changed.

Table 36: Module Graphs

Module Module In Module 1, the: • Primary Series Shape is Bar • Secondary axis Series 2 and 4 shapes are

Line.

Result: All data points display and easy to read.

In Module 2, the: • Primary Series and Series 3 Shape is Line • Secondary axis Series 2 and 4 shapes are Bar.

Result: UTI data point is hidden.

In Module 3, the: • All Series shapes are Bar • Color changed on all series

Result: All data points are visible and easy to read.

In Module 4, the: • All Series shapes are Lines

Result: UTI data point is hidden.

Specify Module Display Criteria When creating a module, default options are preselected so you can produce a graph quickly without changing any of the settings. However, as you fine tune your Dashboard view, you will probably want to change several settings, such as changing the Display type, adding X and Y Axis labels, or adding Benchmark labels. The Module Display options apply to the entire module.

By default all Module Display Options are hidden. After you show them, the system retains your last Show or Hide setting for the module.

To display or hide the Module Display options, click the blue Module Display Options link.


This example shows the blue Module Display Options link with the default options and settings in a Device Associated Infection w/ NHSN Benchmark module:

Use the procedures in the following sections as applicable for changing each Module Display setting in the module.

• “Specify Display Type Module Display Criteria” on page 77 • “Specify Bar Graph Options Module Display Criteria” on page 78 • “Specifying Date Format Module Display Criteria” on page 79 • “Specify Module Size Module Display Criteria” on page 80 • “Specify Axis Labels Module Display Criteria” on page 80 • “Specify Custom Benchmark Module Display Criteria” on page 81 • “Specify Internal Benchmark Module Display Criteria” on page 84


Specify Display Type Module Display Criteria The Display Type option lets you customize whether the module’s data is shown in a graph, graph and table, or just a table. By default, the module’s data displays in a graph.

This example shows the Display Type criteria field in a Device Associated Infection w/ NHSN Benchmark module:

To change the module’s display type, select a different option from the Display Type drop-down list.

In a module with a lot of data series, such as Notifiable Diseases, you might want to display the module as a table rather than a graph as shown in this example.


Specify Bar Graph Options Module Display Criteria The Bar Graph criteria let you select how the bars will display in the graph. The default setting is Cluster.

This example shows the default Bar Graph criteria field in a Device Associated Infection w/ NHSN Benchmark module:

IMPORTANT: When selecting any Bar Graph option other than Cluster, only data derived from data series will be displayed on the graph. No benchmarking data will be displayed on the graph.

To change this option from the default or currently assigned bar type, select a different option from the Bar Graph drop-down list.

The following table lists each option, tells the purpose of the option, and shows an example of each selection.

Table 37: Options and the Purpose

Option Example Purpose Cluster

Cluster bar graphs compare data values across categories. The data categories are typically organized along the vertical axis, and the time values along the horizontal axis.

Stacked

Stacked bar graphs show the relationship of individual items to the whole. Data bars are stacked on top of each other.

Percent

Percent bar graphs compare the percentage each value contributes to a total across categories. The units on the Y-axis change to percentages.


Specify Date Format Module Display Criteria The Date Format criteria let you select in what format you want the dates to display in the module. The default format is mm-yy.

This example shows the default Date Format criteria field in a Device Associated Infection w/ NHSN Benchmark module:

To change this option from the default or currently assigned format, select a different option from the Date Format drop-down list.

The following table shows an example of the format of each option:

Table 38: Date Format Display Options

Date Format Option Date Format Display Example mm/dd/yy 04/01/10 mm/dd/yyyy 04/01/2010 mm/yy 04/10 mm/yyyy 04/2010 mm-yy 04-10 mm-yyyy 04-2010 mmm/yy Apr/10 mmm/yyyy Apr/2010 mmm-yy Apr-10 mmm-yyyy Apr-2010 mm/dd/yy 04/01/10 mm/dd/yyyy 04/01/2010 Q-yy Q2-10 Q-yyyy Q2-2010 Yyyy 2010


Specify Module Size Module Display Criteria The Module Size criteria let you select how big you want the module to display. The default size is 240 pixels high by 400 pixels wide.

This example shows the default Module Size criteria field in a Device Associated Infection w/ NHSN Benchmark module:

To change this option from the default or currently assigned size, select a different option from the Module Size drop-down list.

Specify Axis Labels Module Display Criteria The Axis Label criteria let you assign labels to the graphs or the rows and columns tables in your modules. By default, no label is assigned. The maximum length a label can be is 30 characters.

This example shows the Axis Labels criteria field in a Device Associated Infection w/ NHSN Benchmark module:

To assign a label to an axis, type the text for your label in the applicable Axis text entry field.


Specify Custom Benchmark Module Display Criteria The Custom Benchmark option lets you add up to two custom benchmarks to the module’s data. For example, if you want to see how your unit compares to a corporate benchmark, you can use this module setting to specify your own values for comparison.

This example shows the Custom Benchmark criteria field in a Device Associated Infection w/ NHSN Benchmark module:

To specify custom benchmark settings:

1 If necessary, show the Custom Benchmark Options controls by clicking the blue Custom Benchmarking Options link.

2 In the Label 1 text entry field, type a label applicable to the benchmark you are configuring.

3 If you want to set your own benchmark value, such as a high mark, type a number that corresponds to the unit (tick mark) where you want the benchmark displayed on the graph in the Value 1 text entry field.

4 If you want to compare all the series data to the custom benchmark and have a Z-test calculated for the outliers, select the Compare Series to Custom Benchmark Using Z-test option.

A pop-up displays.

4.1 In the Compare Using Z-test prompt, click OK.


The Custom Benchmark field is expanded with text entry fields to enter a numerator and denominator for that particular benchmark as shown in this example.

4.2 In the Numerator 1: text entry field, type a value for your numerator.

4.3 In the Denominator 1: text entry field, type a value for your denominator.

Keep in mind that when you are configuring your numerator and denominator values, consider the multiplier settings that you have configured in the series data and apply that multiplier to the numerator. For example, 3 (1), 300 (100), 3000 (1000).

5 If desired, add a second benchmark and label or Z-test parameters by repeating Steps 1 through 4 in this procedure using the Label 2 and Value 2 text entry fields or Z-test options in the Benchmark 2 field.

IMPORTANT: If you specify a Control limit in a Custom benchmark, you should not also specify a Standard Deviation for an Internal benchmark in the same module because they both display as a green, shaded region on the graph. If you specify both, only Custom benchmark Control limits will display.

6 If needed, add Control Limits to the graph.

6.1 In the Control Limit Label text entry field, type a label that identifies the value as a control limit.

6.2 In the Custom Upper Control Limit text entry field, type a value that represents the desired upper control limit for the presented data.

6.3 In the Custom Lower Control Limit text entry field, type a value that represents the desired lower control limit for the presented data.


This example shows a module where the user used both benchmark values and control limit settings. In the first benchmark setting, she specified a Highmark value. In the second benchmark, she selected the Compare Series to Custom Benchmark using Z-test and specified a numerator and denominator.


Specify Internal Benchmark Module Display Criteria The Internal Benchmarking criteria let you compare the data from one series to the other series in the module. By default, no benchmarks are included in the graph.

This example shows the default Internal Benchmark criteria field in a module:

To add an internal benchmark to the graph:

1 If necessary, show the Internal Benchmark Options controls by clicking the blue Internal Benchmarking Options link.

2 Select the series name that you want to be your benchmark from the Compute Pooled Mean from Series drop-down list.

3 In the Benchmark Label text entry field, type a label for the benchmark.

4 Specify the Data Range criteria.

These Date Range controls work the same way as the Date Criteria for a Series criteria controls. For procedures on using these controls, see “Specify Date Criteria for a Series” on page 39.

IMPORTANT: If you specify a Control limit in a Custom benchmark, you should not also specify a Standard Deviation for an Internal benchmark in the same module because they both display as a green, shaded region on the graph. If you specify both, only Custom benchmark Control limits will display.

5 If needed, select a value in the Standard Deviation drop-down list.

6 When you do not want to display the data for the series that is the benchmark, select the Do Not Display Data from the Series option.

7 When you want to compare the series to an internal mean using Z-test, select the Compare the Series to Internal Mean using Z-test option.


This example shows a module with an Internal benchmark configured with a Standard Deviation of ±2.


Add or Copy a Series in a Module You can add or copy a series in a module to add additional data to your module. When you add a series, all the default settings for that type of module are included. When you copy a series, all the data that you specified in the currently selected series is copied to the new series in the module. Then you can change the title and other settings as needed while keeping the other settings you previously specified.

This example shows a module with the Series: Add and Series: Copy buttons activated and Series: Delete button deactivated. The Series: Delete button is deactivated because you cannot delete the first (primary) series in a module.

To add or copy a series in a module:

1 If needed, add a new series to the module that contains all the default settings for a series in the module by clicking the Series: Add button.

The new series is added to the module containing all the default settings. The title is named the next number of series and the series color is the next is the list of colors as shown in this example.

Notice how the currently selected series criteria screen is displayed in green. The unselected series 1 tab now displays in blue. This change in color is to help you identify which series of data you are working with.


2 If needed, add a new series to the module that contains all the data criteria you previously specified in the currently selected series:

2.1 Select the series you want to copy.

2.2 Click the Series: Copy button.

The new series is added to the module containing all the settings of the currently selected series as shown in this example. The title is named the same as the copied series with the word copy appended. The series color is the same as the copied series just like all the other settings.

Delete a Series in a Module After adding a series to a module, you can delete the series provided it is not the Primary (first) series in the module. If it is the Primary series, you must change the criteria, cancel adding the module to the view, or delete the module.

This example shows how the Series: Delete button is disabled for the Primary series.


To delete the Primary (first) data series:

1 If the series is the first and only series in the module and the module has not been added to the view, click the Module: Cancel button.

The Dashboard Module Wizard closes without adding the module to the view and you must start over again with adding the module in the view.

2 If the series is the first series in the module and the module has been added to the view, delete the module and start over. For procedures, see “Delete a Module” on page 95.

Another option is copying the data from another series in the module and deleting the series from which you copied the data.

This example shows how the Series: Delete button is enabled in non-primary series in a module.

To delete a non-primary series in a module:

1 Select the series you want to delete.

2 Click the Series: Delete button.

3 In the confirmation pop-up, click OK.


Preview a Module Before or after changing the criteria for a view, you can quickly view the graph that displays before adding or updating the module to the currently selected view.

To preview a module graph or content, click the Module: Preview button while creating or modifying a module.

This example shows the location of the Module: Preview button and how the Preview displays in the lower portion of the pop-up.


View a Summary of Settings for a Module Before or after changing the criteria for a view, you can quickly view a summary of the module’s currently specified settings. The summary includes the settings for each series in the module and the settings for the module’s graph display.

To view a summary of the currently specified settings for a module:

1 While creating or modifying a module, click the Module: Summary button.

This example shows the location of the Module Summary button.


After clicking the Module Summary button, the Dashboard Module Wizard redisplays.

2 When you are finished reviewing the settings, click the blue Return to Module Criteria link to perform any additional task for the module.

The Dashboard Module Wizard redisplays.

Copy a Module Rather than creating a completely new module in a view, you can select a module and copy it to create a brand new module. The new module displays in the same row as the module you copied and has the same name. You can then modify it and move it to the desired location in the view.

To copy a module:

1 In the currently selected view, edit the module you want to copy by clicking the Edit Module Setting icon .

This example shows you the position of the Edit Module Settings icon in a module.

2 When the module settings display in the Dashboard Module wizard, click the Module: Copy button.

The new module displays in the same view and row with all the previously defined data and display options you specified in the module that you copied including the Module name.


3 Update the module with a new name and settings by using the procedure specified in “Update a Module in a View” on page 92.

4 Save the view.

Update a Module in a View After a module has been created and saved to a view, you can easily update that module in the view by accessing its settings.

To update a module in a view:

1 In the currently selected view, edit the module you want to update by clicking the Edit Module Settings icon .

This example shows you the position of the Edit Module Settings icon in a module.

2 When the module settings displays, change the necessary settings by selecting the series you want update and changing the criteria.

You can access each data series by clicking the series tab name.

The currently selected series displays in green. The unselected series tabs display in blue.

3 Click the Module: Update button.

This example shows the position of the Module Update button.

The Dashboard Module Wizard closes and the updated module is displayed in the view.

4 Save the view.


Move a Module in a View When you add a module to the view, it is added to the bottom of the currently selected row. If you add or delete a module, you might want to reposition other modules in the view so the view looks balanced. If you want the modules to display side by side, you can split the row and add or move the module to the new cell in the row. Cells are always added to the right of the currently selected row. Rows are always added to the bottom of the currently selected row. Finally, if you end up with too many rows or cells in your view, you can delete them.

This example shows the controls for adding a row, splitting a row, and deleting a cell. When a row is selected and there are no other cells in the row, the row is deleted when you click, Delete Cell.

To move a module in the view:

1 If needed, add a new row to accommodate a new module, select the row in the view where you want to add the row and then click the Add Row button.

A new row is added just below the currently selected row of the view. The purple shading indicates the selected row or cell.

2 If you want modules to display side by side, split the row by selecting the row or cell you want to split and clicking the Split Row button.


A new cell is added to the right of the currently selected row.

3 In the currently selected view, click and hold the Drag Handle icon of the module you want to move.

4 While continuing to hold the Drag Handle icon , drag the module to the desired new location.

5 When the module is in the desired location, release the mouse.

TIP: When splitting a row, if the new cell is very thin, widening your browser view will expand the cell and allow moving a module to it easier.

6 Repeat Steps 1 through 5 as needed for any additional modules you need to move.

IMPORTANT: If you delete a row or cell that contains one or more modules, the modules are also deleted with the row or cell.

7 If needed, delete a row or cell.

7.1 Make sure the row or cell is empty or only contains modules that you want to delete.

7.2 Select the row or cell you want to delete.

7.3 Click Delete Cell.

7.4 In the confirmation pop-up, click OK.

8 When you are done moving modules, save the view.


Delete a Module After a module is added to a view, you might want to delete it.

To delete a module:

1 In the View drop-down list, select the view from which you want to remove a module.

2 Click Edit View.

3 If desired, click the Remove Module icon on the module you want to delete.

4 If you are editing the module, and then later decide to delete it, click the Module: Delete button.

An example of the Module: Delete button is highlighted in this example.

5 When you are finished deleting modules, save the view.


Troubleshoot a Module Error In most cases a module should display data when you create it. In rare cases, you might see an error in a module. Usually you can just update the criteria and preview the module again to resolve the error.

This example shows a copy of what an error might look like.

To troubleshoot module error:

1 In the problem module, look at the criteria of series with the error.

2 Make a copy of the series.

3 In the new copy, change any criteria that you suspect might be generating the error.

4 Preview the module with the changes.

5 If the error is resolved, fix the original series and delete the copied series.

6 If the error is not resolved continue changing the criteria in the copied series until it is resolved.

7 If you are unable to resolve the error, contact TheraDoc Technical Support.


Save a View When you add, change, or remove a module in a view, you must save your changes before going to a new view or panel in the system; otherwise, your changes will be lost.

The system notifies you when you have not saved your changes to a view by displaying a “Changes to this View have not been saved.” message in red text.

IMPORTANT: This message displays whenever you make any changes to the view. This is a reminder that you have made changes and not saved them yet. If you navigate to a different view or page, the changes you made will not be saved.

To save a modified view:

1 When creating a new view, click Save As, type a name for the view in the Enter View Name text entry field, and click OK.

2 If saving changes to a previously saved view, click Save.

The view is saved and the previously displayed message is removed.

After saving a view, you can share it with others or perform additional view management tasks. For procedures on performing additional View Management, see “Perform Additional View Management Tasks” on page 104.


Manage Dashboard Views After Dashboard views have been created in the TheraDoc® application, you can perform various tasks with these views such as printing, sharing, or copying. With the necessary rights, you can also drill-down to access non-aggregated data.

This section includes instructions for the following tasks:

• “Access an Existing View” on page 98 • “View a Module in a Pop-up” on page 98 • “View the Non-aggregated Patient Details of a Module’s Data” on page 98 • “Export a Modules Table Data to Excel” on page 102 • “Print a View” on page 103 • “Perform Additional View Management Tasks” on page 104 • “Manually Updating the Data in the Dashboard Panel” on page 105

Before performing tasks in this section, make sure you have completed the prerequisites specified in "Prerequisites for Using the Dashboard Panel" on page 107.

Access an Existing View After views have been created, you can access them from your View drop-down list.

To access an existing view:

1 In the Table of Contents (TOC), select Dashboard.

2 If needed, select the name of an existing view in the View drop-down list.

The selected view displays.

3 If you want to access a shared view from the View library, select View Manager in the View drop-down list and follow the procedure in “Accessing a Library View” in the View Manager User Guide.

View a Module in a Pop-up In some cases you might want to view the module in a pop-up by itself. You can easily do this using standard TheraDoc application functionality.

To view a particular module in a pop-up:

1 In the View drop-down list, select the view that contains the desired module you want to view.

2 In the module that you want to view, click the View Module in Pop-up icon .

The module displays in a pop-up

3 When you are finished viewing the pop-up, click the Close icon in the pop-up.

View the Non-aggregated Patient Details of a Module’s Data While viewing a module in a view, you can access the non-aggregated patient details of the module’s data if you have permissions to view the data. From this data, you can export it to Excel or open specific detailed records and make corrections to the data if needed.


If you have permissions to drill down into the data, a blue Data link is available in each module.

If you do not have permissions to drill-down to the data, no Data link will be available.

To access the details of non-aggregated patient data:

1 In the module that contains the data in which you view, click the blue Data link.


A pop-up showing the details of the data is displayed.

If an institution’s or location’s data has been blocked from your view, the heading displays but no data displays.


2 If needed, view the details of a specific patient record by clicking the blue Surv ID number link.

The pop-up displays with a copy of the detailed record.

If you have rights, you can make changes to Details document.

3 If needed, export the data to Excel by clicking the blue Export Table Data to Excel link at the top of the pop-up.

4 When you are finished viewing the details of the module, close any pop-up that you opened.


Export a Modules Table Data to Excel When you have a module that displays its data in a table format, you can export that particular data to Excel and perform additional functions in Excel as desired.

To export a module’s table data to Excel:

1 In the View drop-down list, select the view that contains the desired data you want to export.

2 In the module that contains the table in which you want to export data, click the blue Export Table Data to Excel link just below the table.

The link is highlighted in this example.

3 In the File Download pop-up, click Open.

4 If a prompt displays regarding opening a file in a different format than specified by the file extension, click Yes.

The table’s content displays in Excel.


Print a View Because the data for a graph and table are rendered somewhat differently that the reports you generate in other pages of the application, you might want to use the PDF output to print your views. You can still use the standard method for printing; however, the recommend method is to use the PDF button.

To print a PDF of a view:

1 In the View drop-down list, select the view you want to print.

2 Click the PDF button .

NOTE: This button only displays when the view is not being edited.

A PDF Print Options pop-up displays as shown in this example:

3 In the PDF Print Options pop-up, click LandScape or Portrait.

A PDF file displays in a new browser window.

4 In the PDF file, click the Window’s Print icon and follow the screen prompts to print the file.

To print an HTML output of a view:

1 In the View drop-down list, select the view you want to print.

2 Click the Panel Print icon .


A browser displays with the view enclosed in the print window and the print options pop-up displayed as shown in this example.

3 Specify the desired print setting changes, and then click Print.

Perform Additional View Management Tasks While working with Dashboard views, you can accomplish all the same tasks that you can perform with views on other application pages; tasks such as sharing the view with other users, hiding or unhiding a view, or deleting a view.

The following table describes the tasks you can perform with Dashboard views and links to the procedures in the View Manager User Guide. The View Manager User Guide uses the Alert Review panel as an example so there are a few differences in the procedures that you might notice. However, for the most part, the functionality is the same in Dashboard as it is in other pages of the application.

Table 39: View Manager Tasks

Task Section in the View Manager User Guide To share a view See the “Sharing a View as a System View” or “Sharing a

View as a Library View” section To change the status of a shared view See the “Changing the Shared Status of a View” section To hide or unhide a view See the “Hiding and Unhiding Views” section To delete a view See the “Deleting a View from an Application Panel”

section


Copy a View The Dashboard panel has some different functionality than most panels in the TheraDoc application. Therefore, you cannot copy a Dashboard using View Manager.

To copy a view:

1 From the View drop-down list, select the view you want to copy.

2 Edit the view by clicking Edit View.

3 Save the view with a new name by clicking Save As, typing a name for the new view in the Enter View Name text entry field, and clicking OK.

Manually Update the Data in the Dashboard Panel By default, the data shown in the Dashboard is up to date as of the previous day because the data is aggregated for the Dashboard once per day in the Daily batch jobs. If you have been editing Infection documents in the system and need your Dashboard data updated immediately, you can do so.

Each view of the Dashboard, displays a date and time that the data was last updated as shown in this example.

To update the Dashboard data manually:

1 If needed, ensure the view is in the Edit mode.

2 Click the Update Data button.

The button is on the far right of the panel.

A pop-up displays explaining that a background process will refresh the data.

3 In the information pop-up, click OK.


A spinning wheel displays as shown in this example. When this wheel stops and disappears, the process is finished.

A message also displays indicating that updated data is available.

4 When the process is finished, refresh and reselect the view.

The new date and time are displayed as shown in this example.


Prerequisites for Using the Dashboard Panel Before you can perform the tasks mentioned in this document, make sure you have completed the required prerequisites for those tasks.

This section includes the following information:

• "Add the Dashboard Page to Your Layout" on page 107 • "Understand Global Concepts and Procedures" on page 107 • "Report on Surgical Surveillance" on page 107 • "Configure your eMAR Interface" on page 107

Add the Dashboard Page to Your Layout The Dashboard page might not be assigned to any default user groups; so even if you have access to the panel, you might need to add this page to your TheraDoc® table of contents.

For procedures on adding a page to your Table of Contents, see “Add a Page to the Table of Contents” in the Global Concepts and Procedures User Guide in the online help.

Understand Global Concepts and Procedures Before creating, editing, sharing, or using Dashboard views, you need a general understanding of how the TheraDoc application works. To gain this understanding, see the Global Concepts and Procedures User Guide in the online help.

Report on Surgical Surveillance To be able to perform surgical surveillance using the Surgery Surveillance context of the Infection Control Assistant™ (ICA™) or create reports with procedures as your denominator, your organization must have a Surgical interface to the TheraDoc application. When you want to the system calculate an NHSN risk indexes in reports, your organization’s procedure codes must be mapped to the NHSN codes. If you are unsure whether the TheraDoc application has been set up to receive surgical information or whether procedure codes are mapped properly, contact your TheraDoc representative.

Configure your eMAR Interface The Medication Utilization - DOT Reports module for this panel require data from an Electronic Medication Administration Record (eMAR) or Bar Code Medication Administration (BCMA) system. This system must have an interface that is configured to interact with the TheraDoc application. If your organization needs an interface from your eMAR or BCMA system to the TheraDoc application, contact your TheraDoc Representative.


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