turning numbers into knowledge nate moore mba, cpa, facmpe

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Turning Numbers Into Knowledge Nate Moore MBA, CPA, FACMPE

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Page 1: Turning Numbers Into Knowledge Nate Moore MBA, CPA, FACMPE

Turning Numbers

Into Knowledge

Nate MooreMBA, CPA, FACMPE

Page 2: Turning Numbers Into Knowledge Nate Moore MBA, CPA, FACMPE

Business Intelligence for

Medical Practices

Page 3: Turning Numbers Into Knowledge Nate Moore MBA, CPA, FACMPE

Learning Objectives

• Describe examples of data exploration using Analysis Services

• Recognize sources of data to combine with Integration Services

• Differentiate between pulling and pushing data with Reporting Services

Page 4: Turning Numbers Into Knowledge Nate Moore MBA, CPA, FACMPE

Business Intelligence

Business Intelligence is a set of methodologies,

processes, architectures, and technologies that

transform raw data into meaningful and useful

information used to enable more effective

strategic, tactical, and operational insights and

decision-making.

Boris Evelsonhttp://www.forrester.com/Topic+Overview+Business+Intelligence/-/E-RES39218?objectid=RES39218

Page 5: Turning Numbers Into Knowledge Nate Moore MBA, CPA, FACMPE

Business Intelligence

Data is merely the raw material of knowledge.

New York Times

Page 6: Turning Numbers Into Knowledge Nate Moore MBA, CPA, FACMPE

SQL Server 101

Relational database management

system from Microsoft

Page 7: Turning Numbers Into Knowledge Nate Moore MBA, CPA, FACMPE

SQL Server 101

Page 8: Turning Numbers Into Knowledge Nate Moore MBA, CPA, FACMPE

SQL Server 101

Page 9: Turning Numbers Into Knowledge Nate Moore MBA, CPA, FACMPE

SQL Server 101

Page 10: Turning Numbers Into Knowledge Nate Moore MBA, CPA, FACMPE

SQL Server 101

Page 11: Turning Numbers Into Knowledge Nate Moore MBA, CPA, FACMPE

SQL Server 101

Page 12: Turning Numbers Into Knowledge Nate Moore MBA, CPA, FACMPE

Learning Objective #1

Describe examples of data exploration using

Analysis Services

Page 13: Turning Numbers Into Knowledge Nate Moore MBA, CPA, FACMPE

Analysis Services

Cubes

Measures (numbers like collection dollars or billed charges)

Dimensions (ways to categorize measures, like time, providers, and locations)

Page 14: Turning Numbers Into Knowledge Nate Moore MBA, CPA, FACMPE

Analysis Services

Excel is a great tool

to work with cubes

Page 15: Turning Numbers Into Knowledge Nate Moore MBA, CPA, FACMPE

Analysis Services

Pivot Table Connected to Cube

2.1 M records

Pivot Table Spreadsheet Table

500K records

Page 16: Turning Numbers Into Knowledge Nate Moore MBA, CPA, FACMPE

Analysis Services

Pivot Table Connected to Table

Pivot Table Connected to Cube

Page 17: Turning Numbers Into Knowledge Nate Moore MBA, CPA, FACMPE

Analysis Services

Table Cube

Pros Easier to createComplete drill down detailCan group data in Pivot Table

Easier to work with large datasetsCustom formulas (MTD, YTD) and hierarchies

Cons Much larger file sizeHarder to work with lots of data

Requires IT help to createLimited ability to drill down to detailHave to group data at cube level

Page 18: Turning Numbers Into Knowledge Nate Moore MBA, CPA, FACMPE

Analysis Services Data Mining

Page 19: Turning Numbers Into Knowledge Nate Moore MBA, CPA, FACMPE

Analysis Services Data Mining

Classification (discrete values)

Regression (continuous values)

Segmentation (algorithm groups)

Association (already grouped)

Sequence Analysis (future routes)

Page 20: Turning Numbers Into Knowledge Nate Moore MBA, CPA, FACMPE

Analysis Services Data Mining

Classification (discrete values)

Will a patient show up for their appointment?

Will a patient pay their patient balance?

Will a patient respond to treatment?

Page 21: Turning Numbers Into Knowledge Nate Moore MBA, CPA, FACMPE

Analysis Services Data Mining

Regression (continuous values)

What will a patient’s healthcare cost next year?

What will a patient’s blood pressure be?

What is the value of a new patient?

Page 22: Turning Numbers Into Knowledge Nate Moore MBA, CPA, FACMPE

Analysis Services Data Mining

Segmentation\Clustering (algorithm groups)

Algorithm looks for patterns to define patient categories for analysis

Which patient groups are most likely to respond to a medication or a marketing program?

Page 23: Turning Numbers Into Knowledge Nate Moore MBA, CPA, FACMPE

Analysis Services Data Mining

Association (already grouped)

Data already has a group

Look at past data to find patterns in the group (Amazon, Netflix)

Page 24: Turning Numbers Into Knowledge Nate Moore MBA, CPA, FACMPE

Analysis Services Data Mining

Sequence Analysis (future routes)

Examine stops along a route to predict future routes

Navigation on a website

Patients receiving treatments or buying products on a schedule

Page 25: Turning Numbers Into Knowledge Nate Moore MBA, CPA, FACMPE

Analysis Services Data Mining

Data Mining Model

Gather data

Choose a model

Randomly hold out test data (~30%)

Generate model

Evaluate model on test data

Page 26: Turning Numbers Into Knowledge Nate Moore MBA, CPA, FACMPE

Analysis Services Data Mining

What kinds of data are already available in your PM system to

predict no shows?

Page 27: Turning Numbers Into Knowledge Nate Moore MBA, CPA, FACMPE

Analysis Services Data Mining

Primary Insurance Zip Code

Co-Pay Day of Week

Time of Day Provider

Location No Show History

Age Gender

New vs. Established Referral Source

Days between Schedule Date and Appt Date

Page 28: Turning Numbers Into Knowledge Nate Moore MBA, CPA, FACMPE

Analysis Services Data Mining

Decision Tree

Page 29: Turning Numbers Into Knowledge Nate Moore MBA, CPA, FACMPE

Analysis Services Data Mining

Model Testing – Classification MatrixActual

Predicted No Show Show Total

No Show 26 23 49

Show 5,824 103,498 109,322

Total 5,850 103,521 109,371

Accurate 103,524 94.7%

Not Accurate 5,847 5.3%

Total 109,371 100.0%

Page 30: Turning Numbers Into Knowledge Nate Moore MBA, CPA, FACMPE

Analysis Services Data Mining

Forecasts

vs.

Predictive Analytics

Page 31: Turning Numbers Into Knowledge Nate Moore MBA, CPA, FACMPE

Analysis Services Data Mining

Predictive Analytics

Technology that learns from experience (data) to predict the future behavior of individuals in order to drive better decisions.

Eric SiegelPredictive Analytics: The Power to Predict

Who Will Click, Buy, Lie, or Die

Page 32: Turning Numbers Into Knowledge Nate Moore MBA, CPA, FACMPE

Analysis Services Data Mining

Target using unscented lotion

and Predictive Analytics

to Predict Pregnancy

Page 33: Turning Numbers Into Knowledge Nate Moore MBA, CPA, FACMPE

Analysis Services Data Mining

PA vs. Facts

PA vs. Changing Workflow to get Facts

Predicting the Past

Page 34: Turning Numbers Into Knowledge Nate Moore MBA, CPA, FACMPE

Learning Objective #2

Recognize sources of data to combine with

Integration Services

Page 35: Turning Numbers Into Knowledge Nate Moore MBA, CPA, FACMPE

Integration Services

Control Flow

Page 36: Turning Numbers Into Knowledge Nate Moore MBA, CPA, FACMPE

Integration Services

Data Flow

Page 37: Turning Numbers Into Knowledge Nate Moore MBA, CPA, FACMPE

Integration Services

Page 38: Turning Numbers Into Knowledge Nate Moore MBA, CPA, FACMPE

Integration Services

Data Sources

Data Destinations

Page 39: Turning Numbers Into Knowledge Nate Moore MBA, CPA, FACMPE

Integration Services

Control Flow Tasks

Page 40: Turning Numbers Into Knowledge Nate Moore MBA, CPA, FACMPE

Integration Services

Data Flow Tasks

Page 41: Turning Numbers Into Knowledge Nate Moore MBA, CPA, FACMPE

Integration Services

Use SSIS to get data into SQL Server to

take advantage of:

SSAS (cubes and date mining) and

SSRS (email and web pages)

Page 42: Turning Numbers Into Knowledge Nate Moore MBA, CPA, FACMPE

Integration Services

PM and EHR data

Eligibility and Benefits data

Combine multiple PM systems

Page 43: Turning Numbers Into Knowledge Nate Moore MBA, CPA, FACMPE

Learning Objective #3

Differentiate between pulling and pushing datawith Reporting Services

Page 44: Turning Numbers Into Knowledge Nate Moore MBA, CPA, FACMPE

Reporting Services

Page 45: Turning Numbers Into Knowledge Nate Moore MBA, CPA, FACMPE

Reporting Services

Tools to add features to SSRS web pages and

email

Page 46: Turning Numbers Into Knowledge Nate Moore MBA, CPA, FACMPE

Reporting Services

Alertsvs

“Wait and Wade”

Page 47: Turning Numbers Into Knowledge Nate Moore MBA, CPA, FACMPE

Reporting Services

Page 48: Turning Numbers Into Knowledge Nate Moore MBA, CPA, FACMPE

Reporting Services

Page 49: Turning Numbers Into Knowledge Nate Moore MBA, CPA, FACMPE

Reporting Services

Page 50: Turning Numbers Into Knowledge Nate Moore MBA, CPA, FACMPE

Reporting Services

Page 51: Turning Numbers Into Knowledge Nate Moore MBA, CPA, FACMPE

Reporting Services

You can use the same report on a webpage (pull)

or in an alert email (push) with Reporting Services

Page 52: Turning Numbers Into Knowledge Nate Moore MBA, CPA, FACMPE

Learning Objectives

Those who do not learn from the past are condemned to repeat it.

George Santayana

Page 53: Turning Numbers Into Knowledge Nate Moore MBA, CPA, FACMPE

Learning Objectives

• Describe examples of data exploration using Analysis Services

• Recognize sources of data to combine with Integration Services

• Differentiate between pulling and pushing data with Reporting Services

Page 54: Turning Numbers Into Knowledge Nate Moore MBA, CPA, FACMPE

Next Steps

Understand your data with Pivot Tables

Get more data with cubes/SSIS

Alerts and web pages with SSRS

Data Mining and Predictive Analytics

Page 55: Turning Numbers Into Knowledge Nate Moore MBA, CPA, FACMPE

Next Steps

Watch Excel Videos

Pivot Tables (Videos 1-29 and 280-330)mooresolutionsinc.com/videos.php

MGMA Connexion article on

Pivot Tablesmooresolutionsinc.com/articles.php

Page 56: Turning Numbers Into Knowledge Nate Moore MBA, CPA, FACMPE

Join Excel UsersMGMA Community

• Login to www.mgma.com• Go to My Profile, then click on My

Subscriptions from the submenu• Choose your delivery preferences for the

communities you wish to join• Direct link

http://community.mgma.com/MGMA/MGMA/MyProfile/MySubscriptions/Default.aspx

• Excel Users is in alphabetical order

Page 57: Turning Numbers Into Knowledge Nate Moore MBA, CPA, FACMPE

MooreSolutionsInc.com

Nate Moore

PivotTableGuy