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Copyright © 2013 Digital Innovation, Inc. All Rights Reserved
Digital Innovation Users Conference 2013
DI Report Writer Vocabulary Concepts
Kansas City, MO October 2-4
Copyright © 2013 Digital Innovation, Inc. All Rights Reserved
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Revision 2011.03.09
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DI Users Conference 2013 Vocabulary Concepts
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TABLE OF CONTENTS
Core Concepts Overview ........................................................................................................................................................................ 1
Core Concept: Vocabulary Technology ........................................................................................................................................ 1
Core Concept: Mix & Match Methodology .................................................................................................................................. 2
Using the DI Report Writer to Fulfill Data Requests ..................................................................................................................... 2
Identify the Requirements ................................................................................................................................................................. 2
Select the Appropriate DI Report Writer Tools .......................................................................................................................... 3
Combining the Concepts ..................................................................................................................................................................... 11
Mix & Match Vocabulary with DI Report Tools ....................................................................................................................... 11
Practice Exercises: Analyzing Data Requests ............................................................................................................................... 13
Exercise Solutions: Analyzing Data Requests ......................................................................................................................... 19
Practice Exercises: Using Vocabulary .............................................................................................................................................. 25
Exercises: Using Vocabulary ........................................................................................................................................................... 26
Answers: Vocabulary Exercises .................................................................................................................................................... 29
Practice Exercises: Mix & Match ......................................................................................................................................................... 30
Exercise Solutions: Mix & Match ................................................................................................................................................... 31
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DI Report Writer Vocabulary Concepts
Core Concepts Overview
The power of the DI Report Writer is in its design and use of two Core Concepts:
1. Vocabulary Terminology
2. Mix-&-Match Methodology
By applying these core concepts in combination with DI’s unique reporting tools, users can effectively and successfully generate record counts, patient list reports, statistical analysis, charts and graphs, merged letters, and much more.
Core Concept: Vocabulary Technology
Vocabulary Technology is the use of meaningful descriptions to name sets of instructions assigned to DI Report Writer tools. DI is moving towards creating and including more pre-built vocabulary, enabling immediate use of the Mix & Match concept. Additional vocabulary can be created and saved for reuse by the user.
Vocabulary Examples for DI Report Writer Tools
Queries
ADULT Age Category Adult ARR_DOW_SAT Arrival Day of Week Saturday DIED Discharge Status Died DX_AIS_KIDNEY Diagnosis Kidney Injury MALE Gender Male
Gathers
BY_ADM_SVC_T By Admitting Service with Total BY_ARR_MO By Arrival Month BY_INJ_Type By Injury Type BY_Gender By Gender BY_DIS_STATUS_T By Discharge Status with Total
Coded Variables
Age_CAT Age Categories ISS_2_Groups ISS<=15 & ISS>=16 Shift_Arrival_HR Shift of Arrival by Hours ETOH ETOH Ranges
Vocabulary can also be defined for User-Defined Reports, for example:
Data Table Reports
PROC_LIST Procedures List H_LOS_DAYS List of Hospital Length of Stay per Patient PAT_LIST Patient List
Statistics Reports
ISS_STATS ISS Statistics TRISS_STATS Probability of Survival Statistics LOS_BY_MONTH Length of Stay Statistics INJ_STATS Injury Statistics
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Core Concept: Mix & Match Methodology
Pre-built or user-created and stored vocabulary terms can be used in numerous combinations to create different results. In fact, if there are 100 Reports, 100 Queries and 100 Gathers that have been created and stored this would allow for well over 1 million combinations!
Mix & Match Benefits Reduces repetitiveness
Increases flexibility
Increases “fun” factor
Using the DI Report Writer to Fulfill Data Requests
Let’s put the concepts to work. The DI Report Writer (DI RW) will always give you what you ask for; the key to success is to ask for what you want! Requests for information require analysis in order to:
1. Identify the Requirements of the Request
2. Determine which DI RW tools and vocabulary are appropriate to complete the task
This section describes the process to analyze various types of data requests and introduces DI’s Report Writing tools.
Identify the Requirements
Analyze the Data Request
1. Review the request (write it down, if necessary) and describe what is needed in the output.
Plan
1. Determine which DI Report Writer tools will capture the specified information (patient group, data points, calculations, groupings, etc.). Does the request include the answers to any of these questions?
a. Why - What is the reason that I am fulfilling this request?
b. What - What does the report ask to see?
c. Who - Which patients will be included in the output?
d. How - How does the output need to be presented?
e. Where - Where do I want to see the output?
f. When - What is the specified time period for inclusion in the results?
2. Identify what vocabulary need to be created for each component in the request (pre-existing or needs to be created).
Create and Execute
1. Create and/or execute the necessary vocabulary.
2. Review the output and determine if additional information is needed or if a different DI Report Writer Tool would be more effective in fulfilling the data request.
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The Run Report screen is used to select a report type as well as additional tools to define the records included in the output.
Select the Appropriate DI Report Writer Tools
DI Report Writer tools are used to perform functions to complete data requests. (Detailed instructions for using each tool are provided through separate workshops.) The DI Report Writer Welcome screen provides access to the tools.
Query Data Table Report
Gather Statistics Report
Coded DBF Export Variable (similar to Data Table Report)
Report
Report Description
A report defines the structure for the output of requested data.
Answers the question “WHAT?” (i.e., “What does the report ask to see?”)
o If the request asks to see patient specific data or mathematical calculations on aggregate data, then a report needs to be used.
o If the answer involves only a count, a report may not be needed. A count can be provided through other tools.
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Report Types
Three types of reports are available within the DI Report Writer:
Data Table Report
o Patient specific information o Similar to a spreadsheet o Columns contain data elements o Rows contain patient specific details
Statistics Report
o Mathematical calculations on aggregate data o Can be used to export Gathers to Excel
RDL (Report Definition Language)
o programming based and is often used by members of the DI Tech Support Team
Report Sources
Standard
o Pre-defined reports o Often provided with the installation of the
trauma registry software o Non-editable
User-Defined
o Reports are set up (defined) by the user o Editable
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Query
Query Description
A query is a set of rules used to select a specific subset of patient records.
Sifts through all records, keeping only those that meet the specified criteria.
Provides a count of patients meeting the defined criteria.
Not used if the request is for a date range or a range of patients by trauma registry numbers
Can be used alone, with other DI Report Writer Tools, or within other DI Report Writer Vocabulary.
Answers the question “WHO?” (i.e., “Whom do I want to include in the output?”)
Query Capabilities
Single data element criterion
Ex: Male Patients
Data Completeness (Not Valued)
o Uses a single criterion Ex:: “Injury Time Not Valued” would provide a subset of patients where the Injury
Time was either Blank, Inappropriate or Unknown
Each
o Uses multiple criterion and all criterion must be met to be included in the subset Ex: Male Patients with ISS>25
One or More
o Uses multiple criterion and at least one of the criterion must be met to be included in the subset Ex: ISS > 25 or Died
Range
o Uses a range of sequential values listed in one line, as opposed to listing each value on a separate line Ex: Systolic BP between 0 and 89
Repeating Fields / Lists
o Counts the number of patients with a particular value rather than counting the number of times a particular value occurs Ex: # of patients with a vault fracture
The Query Editor and User Query Editor are used to define the set of rules for the Query
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Building Block
o Combines queries that require “Each” with those that require “One or More” Ex: Admitted to trauma AND (ISS>25 or Died)
Not
o Operator used to negate a query in Column1 Ex:: Includes patients with any Not Valued entry in the specified field
Not Equal To
o Operator used to exclude a specified value from the output o Excludes patients with any Not Valued entry in the specified field
True / False Test
o Used in combination with a query in a data table report to determine whether records match or do not match the specified criteria
Calculation
o Typically used within another query to create a derived element o Can be used as an element in a data table report
Gather
Gather Description
A Gather is a function that:
Sorts and separates data output into groups
Contains one, two or three levels
Separates based on values defined in either a data element or a coded variable
o Provides a count for each value or range of values o Ignores values with a count of zero (Values with a 0 count will not be shown)
Answers the question “HOW?” (i.e., “How do I want the output grouped?”)
Gather Indicators
Terms that may indicate a Gather is needed:
Grouped by
Compared by
Per
By
Coded Variable
Coded Variable Description
A Coded Variable is a set of rules used to create a new data element field based on an existing one. Data from the existing field will be grouped, assigned or relabeled using the new rules/criteria. Each rule line of a coded variable data element represents the associated “menu choice” or “group” number. Adding text labels identifies the groups in the output.
o Ex. Age = 1, 2, 3, 4, 5, 6, 7, 8 etc. could become: AGEGROUP1 = 1-15 AGEGROUP2 = 16-21
The Gather Editor is used to select the data elements which will be sorted when the Gather is run.
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Coded Variable Characteristics
Typically used as an element within a Gather
Can be used as an element within a Query
Can be used as an element within a Data Table Report
When used as a Gather element, a Coded Variable also:
Groups records by ranges of values
Provides a count by the defined categories
Answers the question “How do I want to group information into ranges of values?”
Coded Variable Applications
A Coded Variable has several meaningful applications that include:
Segment data into groups
o Grouping age into deciles or other groupings and displaying a bar graph might provide a more meaningful report than showing age as a continuous value on an axis.
Categorize groups based on common attributes
o EMS agencies can be grouped into geographic groups, i.e., North, South, Central, West, East o Physicians could be grouped into his/her respective practice.
Report on a sampling of selected data element values*
o Suppose your center has a total of nine trauma surgeons with three surgeons in each practice group. By using a Coded Variable, a report on selected surgeons could be written rather than displaying all nine providers.
Change the labels for a data element to better suit the report*
o Gender may be represented as “Men” and “Women” or as “Boys” and “Girls” rather than the data dictionary label of “Males” and “Females”.
Use an alias to report data while protecting the true identity of individual(s)*
o In a report written on specific medical staff, a coded variable allows fictitious names or “aliases” to be assigned to each surgeon or each surgical practice so that reports can be published without displaying the identity of the providers or practice.
* These Coded Variable applications are demonstrated in later workshops.
The Coded Variable Editor is similar to the Query Editor. Both are used to define a set of rules that will be used against a data element.
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Output
Output Description and Options
The term Output refers to the location options for reviewing of your data inquiry results.
Output options include:
o Screen Used to display the output on the computer screen Used to send a Data Table Report to Excel Used to send a Statistics Report to Excel
o Printer o File – used to save the output as a file. A name and storage location must be entered.
Answers the question “WHERE?” (i.e., “Where do I want to see the results?”)
Specify Records – Select Records
Specify Records Description – The Specify Records option box is used to define the specified time period for inclusion in the results.
How to Access:
The time period can be defined in one of two locations:
Report Options (before the Run or Count button is selected)
Specify Records Screen (appears after the Run or Count button is selected and is the same screen as the one accessed when selecting the Report Options button)
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Review Q & A
1. The two Core Concepts upon which the DI Report Writer is built are:
a. Vocabulary Terminology and Data Entry
b. Data Entry and Mix & Match Methodology
c. Vocabulary Terminology and Mix & Match Methodology
2. A Query is used to generate the data for the answer for the question beginning with:
a. What?
b. Who?
c. Where?
3. What is the purpose of a Gather?
a. To group values for comparison using one, two or three defined levels of criteria
b. To provide statistical analysis on aggregate data
c. To provide a subset of patients based on defined criteria
4. A Coded Variable is typically used as part of which DI RW tool?
a. Query
b. Gather
c. DBF Export
5. Which of the following is NOT one of the many uses of a Coded Variable?
a. To define ranges of values that can then be counted and used for comparison
b. Use an alias to report data while protecting the true identity of individual(s)
c. To provide a subset of patients based on defined criteria
6. A Data Table Report is used when the answer to “What do I want to see?” is which of the following?
a. Mathematical calculations based on aggregate data
b. A defined subset of the patient population
c. A list of specific patient information in a spreadsheet-type format
7. A Statistics Report is used when the answer to “What do I want to see?” is which of the following?
a. Mathematical calculations based on aggregate data
b. A count of values grouped for comparison
c. A list of specific patient information in a spreadsheet-type format
8. Which reporting method refers to “off-the-shelf” reports provided with the software?
a. User-Defined reports
b. Standard reports
9. The advantage of User-Defined Reports is:
a. They can be easily modified to meet the needs of the reporting facility
b. They meet every single need of the user
c. They are predefined reports that need little skill set to implement
10. Which of the following is NOT a benefit of utilizing DI Report Writer Mix & Match Methodology:
a. Increases repetitiveness
b. Increases flexibility
c. Increases “Fun” Factor
d. All of the Above
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Review Answers
1. c, Vocabulary Terminology and Mix & Match Methodology
2. b. Who
3. a. To group values for comparison using one, two or three defined levels of criteria
4. b. Gather
5. c. To provide a subset of patients based on defined criteria
6. c. A list of specific patient information in a spreadsheet-type format
7. a. Mathematical calculations based on aggregate data
8. b. Standard Reports
9. a. They can be easily modified to meet the needs of the reporting facility
10. a, Increases repetitiveness
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Combining the Concepts
Mix & Match Vocabulary with DI Report Tools
The key to successful use of the DI Report Writer is to create and store a variety of different DI Report Writer Vocabulary so they can be easily accessed for mixing and matching later. Build it once, use it many, many times in the future. The following example demonstrates the Mix-n-Match concept using vocabulary that has been previously created and stored.
Example 1:
The trauma program manager has requested that you provide the following information to be used for an upcoming meeting: Patient listing for all patients in the trauma registry.
For this request only a report is needed; no additional vocabulary is necessary.
Example 2:
About a week later the TPM requests the report again, but this time needs an output for all falls, grouped by admit service.
To provide this information, a query defining patients with falls needs to be used with the report, and a gather by admit service is also necessary.
Example 3:
A month or so later the same report is requested again, but now with an output for all patients, grouped by ISS ranges. No query is necessary, and a gather by ISS ranges replaces the gather by Admit Service.
Notice that for each of these examples, the same report was utilized and the queries and gathers were interchanged with other queries and gathers.
The same thing can be done for any combination of the DI Report Writer tools. It is not necessary to have a report in order to mix & match other tools.
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Example 4:
Display ISS Ranges for elderly patients, with elderly being defined as age >=65. The output is obtained by using a query for elderly patients and gather by ISS Ranges.
Example 5:
Output grouped by ISS Ranges for all patients with a positive ETOH Level.
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Practice Exercises: Analyzing Data Requests
Instructions for the following 5 exercises:
1. Read the scenario and diagram the request by drawing a box around each piece of information that will need to be considered for fulfilling the data request.
2. For each box that has been drawn, determine which questions are answered:
a. Why
b. What
c. Who
d. How
e. Where
f. When
3. For each question answered, determine the corresponding DI Report Writer Tool:
a. Report
b. Query
c. Coded Variable
d. Gather
4. The creation and/or use of existing vocabulary is normally the next step of this process. If a Report, Query or Gather would be used, enter a short description of what information would be included in the blank at the end of the list. (Note, lessons for how to develop each type of vocabulary are presented in other training modules.)
5. Determine where the output should be displayed.
a. Screen
b. Printer
c. File
6. Indicate whether the tool used to generate the output will run a report or produce a count
7. Determine the range of records to be included, as well as Active and / or Closed record status.
a. Range
i. Date Range
ii. Trauma Record # Range
b. Record Status
i. Active ii. Closed
8. Make any notations that will be useful for future reference when using the DI Report Writer to fulfill similar requests.
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Exercise #1
1) The Trauma Program Manager is submitting a monthly count sheet for reimbursement and needs the
number of patients that were Level 1 trauma code activations in the last month. Since the TPM just needs a
number and does not need it printed, the TPM will wait for you to get the count.
2) Questions Answered by the Request 3) Tools to be Used
Why? How? Standard Report Query
What? Where? Data Table Report Gather
Who? When? Statistics Report Coded Variable
4) Run Report Screen 5) Output
Report ___________________________ Screen
Query ___________________________ Printer
Gather ___________________________ File
6) Execute 7) Specify Records Screen
Run Date Range Active Records
Count Range of Trauma # Closed Records
8) Discussion:
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Exercise #2
1) The Trauma Services Committee has requested information for all patients who were noted to be Level 1
Trauma Code Activations by quarter for the last full calendar year of data. The Report should include:
patient identifier, date of ED visit, mechanism of injury (blunt, burn, and penetrating), ED disposition,
hospital disposition, and admit service. The committee would like to have the results in an Excel®
spreadsheet.
2) Questions Answered by the Request 3) Tools to be Used
Why? How? Standard Report Query
What? Where? Data Table Report Gather
Who? When? Statistics Report Coded Variable
4) Run Report Screen 5) Output
Report ___________________________ Screen
Query ___________________________ Printer
Gather ___________________________ File
6) Execute 7) Specify Records Screen
Run Date Range Active Records
Count Range of Trauma # Closed Records
8) Discussion:
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Exercise #3
1) The Trauma Medical Director needs to know the average ICU LOS for all patients (this average is for all
patients regardless if they went to the ICU or not) with a penetrating injury admitted by Trauma in the last 5
years broken down by age ranges in decades. The TMD would like to have the information printed.
2) Questions Answered by the Request 3) Tools to be Used
Why? How? Standard Report Query
What? Where? Data Table Report Gather
Who? When? Statistics Report Coded Variable
4) Run Report Screen 5) Output
Report ___________________________ Screen
Query ___________________________ Printer
Gather ___________________________ File
6) Execute 7) Specify Records Screen
Run Date Range Active Records
Count Range of Trauma # Closed Records
8) Discussion:
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Exercise #4
1) The Radiology Department needs a list of patients for the last calendar year who received a head CT. They
would like to have this list printed with the following information: medical record #, patient name, ISS, time
of arrival to the ED by first, second or third shift, results of CT and hospital discharge status.
2) Questions Answered by the Request 3) Tools to be Used
Why? How? Standard Report Query
What? Where? Data Table Report Gather
Who? When? Statistics Report Coded Variable
4) Run Report Screen 5) Output
Report ___________________________ Screen
Query ___________________________ Printer
Gather ___________________________ File
6) Execute 7) Specify Records Screen
Run Date Range Active Records
Count Range of Trauma # Closed Records
8) Discussion:
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Exercise #5
1) The Morbidity and Mortality Conference has requested to see the discharge status of all hypothermic
patients, compared by years, over the last 10 years. They would like to see the results in an Excel® graph.
2) Questions Answered by the Request 3) Tools to be Used
Why? How? Standard Report Query
What? Where? Data Table Report Gather
Who? When? Statistics Report Coded Variable
4) Run Report Screen 5) Output
Report ___________________________ Screen
Query ___________________________ Printer
Gather ___________________________ File
6) Execute 7) Specify Records Screen
Run Date Range Active Records
Count Range of Trauma # Closed Records
8) Discussion:
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Exercise Solutions: Analyzing Data Requests
Answer #1
1. The Trauma Program Manager is submitting a monthly count sheet for reimbursement and needs the number
of patients that were Level 1 trauma code activations in the last month. Since the TPM just needs a number and
does not need it printed, the TPM will wait for you to get the count.
2. Questions Answered by the Request
Why? The TPM is submitting a monthly count sheet for reimbursement
Who? L1 TCA
Where? Screen
When? Last month
3. Tools to be Used
Standard Report Only a count is requested so no report is needed
Data Table Report Only a count is requested so no report is needed
Statistics Report Only a count is requested so no report is needed
Query Subset for only those patients who were a L1 TCA
Gather A grouping for comparison is not requested so no Gather is needed
Coded Variable A grouping by defined ranges is not requested so no CV is needed
4. Run Report Screen
Report Leave Blank
Query Vocabulary for L1 TCA
Gather Leave Blank
5. Output
Select the Screen radio button
6. Execute
Count Only a Count is requested, which does not require a report
7. Specify Records Screen
Date Range The last month
Active Records The request asks for the total # of patients, without defining active or closed so both active and closed records should be included.
Closed Records The request asks for the total # of patients, without defining active or closed so both active and closed records should be included.
Discussion
Since no printout is necessary, the assumption is made that sending the output to a file is also unnecessary. Therefore, the output is sent to the screen.
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Answer #2
1. The Trauma Services Committee has requested information for all patients who were noted to be Level 1
Trauma Code Activations by quarter for the last full calendar year of data. The Report should include: patient
identifier, date of ED visit, mechanism of injury (blunt, burn, and penetrating), ED disposition, hospital
disposition, and admit service. The committee would like to have the results in an Excel® spreadsheet.
2. Questions Answered by the Request
Why? The TSC has requested the information
What? All of the information following “The Report should include:”
Who? Level 1 TCA
How? By Quarter
Where? Screen
When? Last full calendar year
3. Tools to be Used
Data Table Report A list of patient specific information is requested
Query Subset for only those patients who were a L1 TCA
Gather A Gather using a Coded Variable defining quarters
Coded Variable Defining ranges for quarters
4. Run Report Screen
Report Vocabulary containing the requested information
Query Vocabulary for L1 TCA
Gather Vocabulary for quarters of year
5. Output
Select the Screen radio button
6. Execute
Run Report output is desired and the Count button will only provide a count.
7. Specify Records Screen
Date Range Last full calendar year
Active Records The request asks for all TCA without defining active or closed, so both active and closed records should be included.
Closed Records The request asks for all TCA without defining active or closed, so both active and closed records should be included.
Discussion
A) When output is requested “by quarter” it is important to identify which month should start the first quarter. This request for the last full calendar year indicates that the first quarter would include data for January-March; second quarter would include data for April-June, etc. Requests for quarterly data based on fiscal year need to adjust to the hospital’s fiscal year, which may be the same as the calendar year, or from July 1 to June 30, or from October 1 to September 30.
B) Output to an Excel® spreadsheet. Although this can be accomplished by selecting the output location: File, another easy way to send the output to Excel® is to select the Screen output radio button and then, on the General tab of the data table report select: CSV / Include Column Headings / Launch Excel®.
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Answer #3
1. The Trauma Medical Director needs to know the average ICU LOS for all patients (this average is for all patients
regardless if they went to the ICU or not) with a penetrating injury admitted by Trauma in the last 5 years broken
down by age ranges in decades. The TMD would like to have the information printed.
2. Questions Answered by the Request
Why? The Trauma Medical Director needs to know
What? The average ICU LOS
Who? Penetrating injuries with Trauma as an admit service
How? Age ranges in decades
Where? Printed
When? Last 5 years
3. Tools to be Used
Statistics Report A statistics report containing average ICU LOS
Query Subset for patients with penetrating injuries and admitted to trauma
Gather A Gather using a Coded Variable defining ages in decades
Coded Variable Defining ranges in decades for the age data element
4. Run Report Screen
Report Vocabulary containing ICU information
Query Vocabulary for penetrating injuries admitted to Trauma
Gather Vocabulary for age ranges in decades
5. Output
Select the Printer radio button
6. Execute
Run Report output is desired and the Count button will only provide a count
7. Specify Records Screen
Date Range Last five years
Active Records The requests asks for all TCA without defining active or closed, so both active and closed records should be included.
Closed Records The requests asks for all TCA without defining active or closed, so both active and closed records should be included.
Discussion
This exercise is an example of the importance of consistent data entry: For patients who do not go to the ICU:
Records with “N/A” entered in the ICU LOS field will not be included in a calculation of the ICU LOS Average.
Records with “0” entered in the ICU LOS field will be calculated in the average.
If both “NA” and “0” are used in this field, additional steps are necessary to calculate the average ICU LOS. The N/A entries must be changed to 0 (export in a Data Table Report). The average can then be calculated using an Excel® formula.
Admitted by Trauma is a subset of patients (not every registry patient is admitted by the Trauma Service). This is an example of when the word “by” does not refer to a Gather. The request is asking for only one value of the data element Admit Service, therefore, no gather is needed. If the request had asked for information “by” Admit Service (the data element) a Gather would be used.
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Answer #4
1. The Radiology Department needs a list of patients for the last calendar year who received a head CT. They
would like to have this list printed with the following information: medical record #, patient name, ISS, time of
arrival to the ED by first, second or third shift, results of CT and hospital discharge status.
2. Questions Answered by the Request Why? The Radiology Department needs What? A list of patients with patient specific information Who? Only those patients with a Head CT How? By Shift of arrival Where? Printed When? Last calendar year
3. Tools to be Used Data Table Report Containing the patient specific information listed Query Subset for those patients who had a head CT Gather Shift of Arrival using a coded variable defining hour of arrival as shifts Coded Variable Defining the ranges for shifts of arrival based on the ED Arrival Hour
4. Run Report Screen
Report Vocabulary containing listed patient information
Query Vocabulary defining patients with a Head CT
Gather Vocabulary for shifts of arrival
5. Output
Select the Printer radio button
6. Execute
Run Report output is desired. The Count button would only provide a count.
7. Specify Records Screen
Date Range The last calendar year
Active Records The request asks for all TCA without defining active or closed, so both active and closed records should be included.
Closed Records The request asks for all TCA without defining active or closed, so both active and closed records should be included.
Discussion
This exercise shows that generating a report based on how the request is worded may not provide the most meaningful report presentation. As stated, the Data Table Report output would be one list, with one of the columns indicating the arrival shift. This would be accomplished using a Coded Variable as the Shift of Arrival data element in the data table report, and the report sorted by that data element. The report header would contain the total number of patients.
However, if the information is presented grouped by Shift of Arrival, this would facilitate comparisons of the other data points for each shift. To present the data in this format, a Coded Variable for Shift of Arrival is used within a Gather. In the report output, each Shift of Arrival would have its own header section with a count of patients, followed by a list of the records and the requested information for each.
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Answer #5
1. The Morbidity and Mortality Conference has requested to see the discharge status of all hypothermic patients,
compared by years, over the last 10 years. They would like to see the results in an Excel® graph.
2. Questions Answered by the Request
Why? The M&M Conference has requested to see
What? A statistics report containing only a count
Who? Hypothermic patients
How? Year of Arrival and Discharge Status
Where? Screen
When? Last 10 years
3. Tools to be Used
Statistics Report Containing only a statistic for count
Query Subset of hypothermic patients
Gather Multi-Level for Year of Arrival and Discharge Disposition
4. Run Report Screen
Report Vocabulary for Statistics Report with count only
Query Vocabulary for hypothermic patients
Gather Vocabulary for Year of Arrival and Discharge Status
5. Output
Select the Screen radio button
6. Execute
Run Used because the report output is desired and the Count button will only provide a count
7. Specify Records Screen
Date Range
Trauma Registry # Range
Active Records The request asks for all TCA without defining active or closed, so both active and closed records should be included.
Closed Records The request asks for all TCA without defining active or closed, so both active and closed records should be included.
Discussion
At first glance, it appears that “ED Disposition” would answer the question “What?” and a data table report would satisfy the request (no required mathematical calculations). However, assume there are 1000 hypotensive patients. A data table report would produce a list of 1000 separate lines with nothing more than each individual ED Disposition. Instead, to handle the request for a single piece of information, a Gather will provide a count of each value used in the ED Disposition.
The output could be sent to Excel® via the Output: File option. However, a more efficient method to get and use the data from Gather into Excel® is by pairing it with a statistics report that contains only a count. Select the Screen output radio button and then, within the statistics report, select:
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Tabular Output
CSV
Include Column Headings
Launch Excel® If a Gather is used by itself and the output is selected as “File” to be opened in Excel®, the output dumps everything into column A, which limits graphing, etc.
In a multilevel gather, the order of the elements determines the comparison shown. For example:
Level 1 – Year or Level 1- Year or Level 1 – #Alive with count for each year
Level 2 - #Alive Level 2 - #Dead Level 2 - #Dead with count for each year
Level 3 - #Dead Level 3 - #Alive
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Practice Exercises: Using Vocabulary
Reference Sheet
Use the following reference sheet to decide which vocabulary will best mix and match in response to the proceeding exercises. For these exercises, it is assumed that when a coded variable is created, a corresponding gather will also be created. (In some instances outside of these exercises, a coded variable may be used by itself within a query or a data table.)
RW Tool Reference Name
Report Writer Tool
Vocabulary Name Brief Description of Contents
R1 Data Table Report PAT_LIST
• Trauma Registry Number • Age • Gender • Race • Injury Type (Blunt / Burn / Penetrating) • ED Disposition • Admit Service • ISS • ICU LOS • Hospital LOS • Discharge Status (Alive / Dead)
R2 Data Table Report EMS_LIST
• Trauma Registry Number • Injury Type • EMS Agency • EMS Report Status • Scene Time • Transport Time • EMS GCS • EMS Vitals
R3 Data Table Report HOSP_DSCHG_LIST
• Trauma Registry Number • ISS • ICU LOS • Hospital LOS • Discharge Status (Alive / Dead)
R4 Statistical Report ISS_STATS
ISS • Average • Minimum • Maximum • Standard Deviation • Count of Valued
R5 Statistical Report PS_STATS
Probability of Survival • Average • Minimum • Maximum • Standard Deviation • Count of Valued
R6 Statistical Report AGE_STATS
Age • Average • Minimum • Maximum • Standard Deviation • Count of Valued
R7 Statistical Report INJ_STATS
Injury Type • % Blunt Injuries • % Penetrating Injuries • % Burn Injuries • % Unknown Injury Type • Count Blunt Injuries • Count Penetrating Injuries • Count Burn Injuries • Count Unknown Injury Type
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Q1 Query HYPOTENSIVE Hypotensive patients (SBP <90)
Q2 Query INTOXICATED Positive ETOH
Q3 Query ICU_LOS_GT_0 ICU LOS >0
Q4 Query MVC E-Code Range for MV Traffic Accidents
Q5 Query FALLS E-Code Range for Accidental Falls
Q6 Query ELDERLY Age Range >=65
Q7 Query MALES Gender = Male
Q8 Query ELDERLY_MALES Query for Elderly AND Query for Males
CV1 Coded Variable ECODE_RANGES E-Code Ranges
CV2 Coded Variable ISS_RANGES_5 ISS Ranges
CV3 Coded Variable SHIFTS_3 Shifts
CV4 Coded Variable AGE_RANGES_3 TRISS Age Ranges
G1 Gather 1 ADMIT_SERVICE_T Admit Service
G2 Gather 2 MONTH_ARRIVAL_T Month of Arrival
G3 Gather 3 INJ_TYPE_T Injury Type
G4 Gather 4 GENDER Gender
G5 Gather 5 DIS_STATUS_T Outcome Discharge Status
Instructions
For the following 20 requests, use the Reference Sheet above to select the DI Report Writer tools to fulfill the request. Then complete the grid with the corresponding Reference Name from the sheet. For example, if R4, Q2, and G3 are needed to fulfill a request, the grid would be completed as follows:
REPORT QUERY CODED VARIABLE GATHER
R4 Q2 G3
Exercises: Using Vocabulary
#1:ProvideapatientlistingforHypotensivePatientsbyAdmitService.
REPORT QUERY CODED VARIABLE GATHER
#2:ProvideapatientlistingforpatientswithapositiveETOHbyArrivalHourShifts.
REPORT QUERY CODED VARIABLE GATHER
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#3:ProvidealistofEMSinformationforPatientswithanICULOS>0.
REPORT QUERY CODED VARIABLE GATHER
#4:ProvidealistofISSStatsforhypotensivepatientsbyInjuryType.
REPORT QUERY CODED VARIABLE GATHER
#5:CountofhypotensivepatientsbyAdmitService.
REPORT QUERY CODED VARIABLE GATHER
#6:Countofhypotensivepatientsbyinjurytype.
REPORT QUERY CODED VARIABLE GATHER
#7:ProbabilityofSurvivalStatsforpatientswithapositiveETOHbyInjuryType.
REPORT QUERY CODED VARIABLE GATHER
#8:ProbabilityofSurvivalStatsforpatientswithapositiveETOHbyE‐CodeRanges.
REPORT QUERY CODED VARIABLE GATHER
#9:CountofpatientswithapositiveETOHbyMonthofArrival.
REPORT QUERY CODED VARIABLE GATHER
#10:Acountofadmissionsbymonthofarrival.
REPORT QUERY CODED VARIABLE GATHER
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#11:Acountofelderlymalepatients.
REPORT QUERY CODED VARIABLE GATHER
#12:Acountoffallsbygender.
REPORT QUERY CODED VARIABLE GATHER
#13:Acountofhypotensivepatientsbyinjurytype.
REPORT QUERY CODED VARIABLE GATHER
#14:Acountofhypotensivepatientsbydischargestatus
REPORT QUERY CODED VARIABLE GATHER
#15:Acountofelderlymalepatientsbydischargestatus.
REPORT QUERY CODED VARIABLE GATHER
#16:Acountofelderlymalepatientsbyinjurytype.
REPORT QUERY CODED VARIABLE GATHER
#17:AcountofpatientswithapositiveETOHbydischargestatus.
REPORT QUERY CODED VARIABLE GATHER
#18:ApatientlistingforallelderlymalesbyE‐CodeRanges.
REPORT QUERY CODED VARIABLE GATHER
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#19:Astatisticsreportforagestatsforfallsbygender.
REPORT QUERY CODED VARIABLE GATHER
#20:AstatisticsreportforagestatsforpatientswithanICULOS>0byAdmitService.
REPORT QUERY CODED VARIABLE GATHER
Bonus:AgeStatisticsbyE‐CodeRanges.
REPORT QUERY CODED VARIABLE GATHER
Answers: Vocabulary Exercises
# 1: R1, Q1, G1
# 2: R1, Q2, CV3
# 3: R2, Q3
# 4: R4, Q1, G3
# 5: Q1, G1
# 6: Q1, G3
# 7: R5, Q2, G3
# 8: R5, Q2, CV1
# 9: Q2, G2
# 10: G2
# 11: Q8
# 12: Q5, G4
# 13: Q1, G3
# 14: Q1, G5
# 15: Q8, G5
# 16: Q8, G3
# 17: Q2, G5
# 18: R1, Q8, CV1
# 19: R6, Q5, G4
# 20: R6, Q3, G1
Bonus: R6, CV1
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Practice Exercises: Mix & Match
Instructions
For each of the following exercises, read the request and then mark the boxes for the DI Report Writer Tools that will be used to fulfill the request.
Exercises
1. Request: A listing of patients displaying MRN, ED Date of Arrival, Gender, Race, Admit Service, Injury Type, ISS, P(s), Hospital Discharge Status, ICU LOS, Vent Days and Hospital LOS.
DI Report Writer Tools: Report Query Gather
2. Request: A listing of patients displaying MRN, ED Date of Arrival, Gender, Race, Admit Service, Injury Type, ISS, P(s), Hospital Discharge Status, ICU LOS, Vent Days and Hospital LOS for pediatric patients.
DI Report Writer Tools: Report Query Gather
3. Request: A listing of patients displaying MRN, ED Date of Arrival, Gender, Race, Admit Service, Injury Type, ISS, P(s), Hospital Discharge Status, ICU LOS, Vent Days and Hospital LOS for patients with an ISS > 25.
DI Report Writer Tools: Report Query Gather
4. Request: A count of all patients with an ISS > 25.
DI Report Writer Tools: Report Query Gather
5. Request: The Average, Minimum and Maximum ICU LOS for all patients in the registry.
DI Report Writer Tools: Report Query Gather
6. Request: The Average, Minimum and Maximum ICU LOS for all patients in the registry for those patients with a discharge disposition of death by month and year of arrival.
DI Report Writer Tools: Report Query Gather
7. Request: A count of patients by injury type and month of arrival.
DI Report Writer Tools: Report Query Gather
8. Request: A count of patients with an ISS > 25 by injury type and month of arrival.
DI Report Writer Tools: Report Query Gather
9. Request: The average age for patients with an ISS > 25 by injury type and month of arrival.
DI Report Writer Tools: Report Query Gather
10. Request: Average age for patients with an ISS > 25
DI Report Writer Tools: Report Query Gather
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Exercise Solutions: Mix & Match
1. Report
2. Report and Query
3. Report and Query
4. Query
5. Report
6. Report, Query and Gather
7. Gather
8. Query and Gather
9. Report, Query and Gather
10. Report and Query