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Epic Training COG170 Cogito
Fundamentals Exam Questions And
Answers
Radar dashboards - Answer are often the first thing users see when they log into Epic every day. Dashboards are the hub of reporting and analytics in Epic, and consolidate data from all corners of your healthcare system. I Chart Search. - Answer The easiest way to access an activity in Hyperspace Analytics Catalog - Answer is a central repository of all reporting content. A component - Answer is a single graph or table or other piece of functionality that your users will interact with on the dashboard. Components are the building blocks of a dashboard, and are the primary way you will add new content or remove content from a dashboard. guiding principles when creating or editing Radar content: - Answer - Any dashboard available to a user must work
- Each component on a dashboard must work
- All dashboards should have a defined target audience - Each user in that audience must have the security to use every component on the dashboard The Dashboard Editor has up to six forms that control the dashboard's content and its metadata: - Answer - Basic Information
- Layout
- Content
- Resource Settings
- Parameters
- Access T/F The Dashboard Editor can be used to view the settings of any dashboard in your system, but only custom‐built dashboards can be modified. Epic‐released dashboards will be read‐ only. - Answer True Basic Information - Answer The Basic Information form records the purpose, ownership, and general information of a dashboard. Display title - Answer End users see the display title in the Analytics Catalog and when they view a dashboard.
Description - Answer End users may read this description about the dashboard in the Analytics Catalog. Owning application - Answer The application responsible for maintaining this dashboard. Layout - Answer The Layout form controls the number and position of regions that present the components in your dashboard. T/F End users cannot see your dashboard from the Analytics Catalog until you select both the Ready for use and Enabled for user selection checkboxes. - Answer True There are seven types of component records available in Radar. They are: - Answer - Graph
- Link
- Message Board
- Native HTML Report
- Listing Table
- Tranche ﴾This type is not currently used﴿ T/F For easier management of your component list, press F4 to insert a blank line in your table of components. To remove a line, select the line and press SHIFT+F4. This tip works in many other tables in Hyperspace. To move a selected component higher or lower in the component list, use the up and down arrows to the right of the component. - Answer True The Access form controls the set of users that can access this dashboard and lists the dashboard's type﴾s﴿. This form also records whether the dashboard is ready for use. This check box must be selected before any end user can use it. - Answer Access This must be selected for any user, even the dashboard builder, to open and view the dashboard. In addition, all components on a dashboard must be marked as Ready for use before the dashboard can be marked as Ready for use. - Answer Ready for use Select this when you want the dashboard to be available in the Analytics Catalog. - Answer Enabled for user selection T/F End users cannot see your dashboard from the Analytics Catalog until you select both the Ready for use and Enabled for user selection checkboxes. - Answer True
- Save your settings in the Dashboard Editor The easiest way to save your settings is to navigate to another form in the
A user wants a list of surgical cases scheduled in the next week grouped by procedure. They will reference this list at the start of each week to audit room and staff usage. Could SlicerDicer meet this need? Why? - Answer Yes. Even though the list has to include cases scheduled in the future, the use only requires cases that were scheduled in advance, and all such surgeries scheduled at least a day earlier will be displayed True or False: SlicerDicer can be used to report on any data that has ever been entered into Epic. - Answer False. SlicerDicer can only be used to report on data that has been extracted to the Caboodle. A SlicerDicer population is showing all smokers with PCPs in your clinic. You would like to see these patients grouped by their different PCPs, with one bar per provider. How would you do this? Choose only ONE answer. a) Add a criterion b) Change your measure c) Change your visualization d) Add a slice - Answer d) Add a slice Which of Epic's databases contains real-time data? a. Chronicles b. Clarity c. Caboodle - Answer a) Chronicles Which of Epic's databases are relational databases? a. Chronicles b. Clarity c. Caboodle - Answer b. Clarity c. Caboodle Do item numbers necessarily carry meaning across master files? - Answer No, item numbers do not necessarily carry meaning across master files. True or False. You can use the Record Viewer to look up the definition of a table in Clarity. - Answer False. Use the Record Viewer to view data from a record in Chronicles. Use the Clarity Dictionary to look up the definition of a table in Clarity. What is the difference between a record and a contact? - Answer A record is a single entity. What kind of thing depends on the master file - a record in the patient master file is a patient, a record in the provider master file is a provider, etc. A contact represents a single set of data (usually representing a unique time period) on that record. What is the difference between a multiple response item and a response each time item? - Answer These refer to different item characteristics. "Multiple response" refers to a particular Response Type. A multiple response item can hold multiple answers on one contact. "Response each time" refers to a particular
True or False: A patient who has been seen twice at your facility should have two records in the Patient master file. - Answer False - The patient should only have one record, but that record will have two contacts. A user shows you a field in Hyperspace that they want to report on. How can you find wherein Chronicles that field files to? - Answer Control left-click it. If that doesn't work, try using the Record Viewer. When you allow multiple summary locations in a metric-based component, how many resources (IDK) can be added to the component? How can you tell from the Data Source form in Component Editor? - Answer One, the resource field becomes single response. How could you add more summary targets to the component? What did this button control before? - Answer Clicking the Add button. This used to be how you added multiple resources to the component. What master file stores dashboard resources? - Answer IDK What master file stores metric definitions? - Answer IDN If a component has a data source of Component Record, will it leverage the metric framework? - Answer No. A Data Source of Dashboard Resource indicates a component will use the Metric Framework. True or False: A metric definition may only be referenced by one dashboard resource record. - Answer False A user ran a report to find all geriatric patients but now wants to limit the report to only patients who have arthritis. The report includes a column to display the patients' medical problems. How can the user limit the report to only arthritic patients without re-running it? - Answer Use the Filters tab, and filter the Medical Problem column on the value "arthritis". Who can find a public report in the Library? - Answer If a user can see a template in the Library, they will be able to view and run all the public reports made from the template. True or False. A private report is one that anyone can run, but only the creator can edit.
- Answer False What Master File stores one record for every display column in Chronicles? Choose only ONE Answer. a. HRX b. PAF c. IDB - Answer PAF
What Master file stores one record for every display column in Chronicles? a) HRX, b) COL, c) PAF, d)HGR, e) IDB - Answer c) PAF What must be assigned to a template so that the template is considered configured? - Answer To be considered configured, a template must have one and only one report type, and at least one reporting group. What would be a good reason to build a summary in Reporting Workbench instead of using SlicerDicer? - Answer The summary must include data from today. The data you're reporting on is not extracted to Caboodle. When building customer reports, dashboards, or components, which parts of your record will be visible and searchable in the Analytics Catalog? - Answer The display name of the record, Tags, and the description. When looking at a PAF record in the Column Editor or Record Viewer, how could a user determine which templates/reports include this column? - Answer They couldn't. PAF records don't contain a reference to the reports or templates that use them. When you can, write reports using rather than. Use if the information you're looking for is not in. - Answer When you can, write reports using Caboodle rather than Clarity. Use Clarity if the information you're looking for is not in Caboodle. Which of Epic's databases are relational databases? a) Chronicles, b) Clarity, c) Caboodle. - Answer b) Clarity c) Caboodle Which of Epic's databases contains real-time data? a) Chronicles, b) Clarity, c) Caboodle. - Answer a) Chronicles Which of the following is the Master File for dashboards? a) IDB, b) IDM, c) DBD, d) None of the above - Answer b) IDM Which of the following would you enter in the Parameters field of an activity link to open a Hyperspace activity? a) The activity descriptor and any required parameters for the activity, b) The menu descriptor of the activity, c) The user-facing name of the activity, d) The parent-menu of the activity record. - Answer a) The activity descriptor and any required parameters for the activity
Which summarization function would best meet 'How many patients were see in each Clinic? a) Sum, b) Percentage, c) Count Unique, d) Count - Answer c) Count Unique Which summarization function would best meet 'How many visits happen each month? a) Sum, b) Percentage, c) Count Unique, d) Count - Answer d) Count Which summarization function would best meet 'How much money did we charge in 2011'? a) Sum, b) Percentage, c) Count Unique, d) Count - Answer a) Sum Which summarization function would best meet 'How much of our total revenue is created by AA Clinic? a) Sum, b) Percentage, c) Count Unique, d) Count - Answer b) Percentage Scenario: Would the following report be Operational or Analytical? Create a report that counts the number of logs each surgeon has been documented as performing in during the past year. Display the log ID, the name of the surgeon, and the log's primary procedure. - Answer Analytical Scenario: You have built a component record. Which of the following could explain why the component does not appear on a specific dashboard? a) The component is not set as Ready for use, b) The component is not listed on the Content form of the dashboard, c) The component and the dashboard do not share any Report groups, d) The component has not been marked as enabled for user selection. - Answer a) The component is not set as Ready for use, b) The component is not listed on the Content form of the dashboard Dashboards should be tailored to their audience and tested to ensure they work. All of the following are guidelines for creating and editing Radar content except: a) Only need to have one summary target b) All parts of a dashboard must work c) Dashboards must have a defined target audience. Each user in that audience must have security/access for all components and reports on dashboard - Answer a) Only need to have one summary target True or False - Activity Descriptor - The Active activity descriptor field displays for your currently active Hyperspace activity. There is only one Hyperspace workflows that can
d) Workbench report - Answer b) Graph Which types of component records can be used in the Component Editor? Select all that apply: a) Graph b) Report Listing c) Table d) Link - Answer a) Graph b) Report Listing c) Table d) Link Scenario: A user reports that they can access the Analytics Catalog, but are unable to see any dashboards listed. They ask to be given access so that they can review dashboards and templates that they can use to meet reporting needs in their department. What would need to be modified for this user to give them this access? a) Report group b) User Type c) User security d) User role - Answer a) Report group b) User Type c) User security d) User role A patient can have multiple providers listed in their chart during their encounter. These multiple providers would be classified as which of the following: a) contact b) record c) Item d) Master file - Answer a) contact Scenario: Two users that are located in the same department need to access the same dashboard. One user can access the dashboard and make copies to be customized through personalization. The other user can view the dashboard source, but not create a copy for their own use. In order to change the user role to allow access to for personalization, where do you need to go to make this modification? a) Dashboard Editor b) Component Editor c) User Security d) Item Editor - Answer a) Dashboard Editor The Dashboard resources reside in which master file? a) IDM b) IDK c) PAF d) IDN - Answer b) IDK
True or False. Only one type of data can be stored in a given item. - Answer False. Data type controls and determines what kind of data can be stored in a given item. For example: String, number, date, time, instant, category. Scenario: On a patient's chart, there is an encounter from two months ago where the patient's blood pressure was recorded. During their last encounter, a blood pressure reading was not recorded. What add type would this be considered from the choices listed below? a) Lookback b) Response each time c) No-add - Answer a) Lookback A patient can have multiple symptoms and multiple diagnoses listed for them. This response type is known as which of the following: a) Single response b) Multiple response c) Related group d) Encounter - Answer b) Multiple response True or False. During ETL each night, data transfers directly from Chronicles to Caboodle and provides real-time data throughout a 24 hour period. - Answer False. Data transfers from Chronicles to Clarity to Caboodle and is not real-time data. It is always a day behind. True or False. The data displayed in a graph component comes from the grouping and summarizing performed by the Workbench summary or IDM record. - Answer False IDK record An item stores individual data within a record or contact. Which examples of the items below would be considered a part of a patient master file? a) SSN b) Provider ID c) Billed charges d) On-time surgical cases - Answer a) SSN Which of the following must a user locate before they are able to run a report or add a report as a favorite? a) Library b) Analytics Catalog c) Report Repository d) Clarity Dictionary - Answer a) Library Which of the following allows you to share with other Epic Community members and compare your performance against your peers? a) Personalization
already created that would meet the needs of the requestor. What would be an available resource to use in order to create a report for this dashboard? a) Report template b) Report model c) Dashboard template d) Summary target - Answer b) Report model An administrator completes the build of a report in Reporting Workbench for a user. The user can view and run the report by accessing all of the following except: a) Activity toolbar b) Hyperspace toolbar c) Template manager d) Main Hyperspace menu - Answer d) Template manager True or False. In the My Reports activity, the user can view the recent results of a report they ran or results that were shared with them. - Answer True True or False. Response Type determines how many lines of data a record can store at a time. - Answer False. Response type determines how many lines of data an item can store at a time. You need to create a metric-based component for a user where the available summary levels, summary targets, and time intervals are limited. Where would you find the ability in Radar to create these settings. a) Component editor b) The resource settings of dashboard editor c) Metric editor d) Template manager - Answer b) The resource settings of dashboard editor. In this form, the dashboard (IDM) record can set a list of summary levels which will override the levels set on each component (IDB) attached to a dashboard.-Check box-Selectable Summary Levels-Starting Summary Level-Parameter Settings You are working on a metric about MyChart activation rates would have one record for each department, location, service area and facility for which it collected data. What type of master file would store the data points that will eventually be shown on your dashboard? a) CSF b) IDN c) IDK d) IDM - Answer a) CSF A user ran a report to find all geriatric patients but now wants to limit the report to only show those who also have arthritis. The report includes a column to display the patients' medical problems. Which of the following would allow the user limit the report to only arthritic patient without re-running the report? a) Filters tab b) Trace report c) Adding new criteria d) Sort option - Answer a) Filters tab
True or False. Only reporting administrators can create SlicerDicer components that can be viewed by the end user on a dashboard. - Answer False. Users have the ability to host their own SlicerDicer sessions through personalization into their own dashboard. Data lineage refers to the origin of data as it flows from one database to another. Epic data lineage starts with Chronicles. The process involved where data is transferred from Chronicles to Clarity/Clarity to Caboodle is defined as which of the following? a) ETL - Extract, Transform, Load b) Data flow process c) Networking d) SQL - Answer a) ETL - Extract, Transform, Load A record contains data that is displayed as "5:00PM on 5/10/2019". Which of the following best describes this type of data? a) Number b) Date c) Instant d) String - Answer c) Instant A provider needs to add a component that shows a difference in intervals between specific procedures. Which of the following would best display the data? a) Line graph b) Bar graph c) Detail table - Answer b) Bar graph A hospital business analyst wants to see data related to the cost of OR supplies over a 6 month period for all hospital locations with the organization. Which component type would best suit their needs to display this data? a) Detail table b) Line graph c) Bar graph d) Tree map - Answer b) Line graph The Dashboard Editor includes a total of 6 forms: - Answer Basic Information Layout Content Resource Settings Parameters Access The 7 types of component records available in Radar: - Answer GraphLink Message Board Native HTML Report Listing Table Tranche (This type is not currently used) For Data Source there are 3 available options: - Answer recent Reporting Workbench reports, favorite reports, and saved results. SlicerDicer is a data-first reporting tool. - Answer This means that when you first open up a data model, you start with the entire population, and then add appropriate criteria
You are fulfilling a request for a user that needs a report of patients who were seen by either a nurse practitioner or a physician from the previous day. Which database would be most appropriate to obtain the requested data? - Answer Caboodle A outpatient scheduler at a doctor's office needs a report that runs every morning to show what patients were scheduled for an appointment, which patients showed up, provider, and encounter type. Which of the following reports would be appropriate to meet the needs of the user? - Answer a) Workbench report b) SlicerDicer session c) Contact-based report d) metric-based report Summary level vs. summary target - Answer A summary level is a conceptual way to group data. For example, you could group your data by department, and department would be a summary level. A summary target is a specific entity in a summary level. For example, you might be interested in only the data from one obstetrics department, and that department would be the summary target. What steps does a builder take to build a component. - Answer To build a component with one resource but many targets, go to the Data Source form of the Component Editor. Once you set the Allow Multiple field to "Summary Locations", the rest of the Data Source form changes as well. Master Files for building records: - Answer IDM - Dashboards IDB - Components IDK - Dashboard Resources IDN - Metrics Definitions HRN - Report Runs HRX - Reports HGR - Report Templates PAF - Columns HRX - SlicerDicer Sessions, Workbench report, Epic-Crystal report FDS - SlicerDicer Filters FDM - SlicerDicer Data Models HRX master file - Reports - Answer Workbench reports, Epic-Crystal reports, Epic-WebI reports, and many application reports are all stored as HRX records. These reports reference the templates from which they were built, and list the columns to be displayed in the results. HGR master file - Report templates - Answer A report template is stored as an HGR record. Many other records reference the report template, but it doesn't contain networked lists of all reports or runs generated from it. A report template does, however, list all of its available and default columns.
PAF master file - Columns - Answer Columns are stored in the PAF master file, but they do not store any references to the reports or templates which use them. HRX master file - SlicerDicer Sessions - Answer The populations, slices, measures, and visualizations built in SlicerDicer are all saved in a single SlicerDicer session. SlicerDicer sessions are also stored in the HRX master file. FDS - SlicerDicer Filters - Answer Every slice, measure, or criterion used by SlicerDicer is an FDS record. These records each list the different SlicerDicer data models in which they can be used. FDM master file - SlicerDicer Data Models - Answer Epic-released and custom built data models are stored as FDM records. Data models do not list their available filters (FDS records). What type of filters tend to be used for representing currency, intervals of time, and clinical measurements such as height, weight, or temperature? a) Numeric b) List c) Operational d) Analytical - Answer a) Numeric Epic-released FDS with a data type of Date will always be a ..... - Answer Column Only filter. This means the dates are used in the Detail Table view in SlicerDicer to view the date of an event, but these filters are not used as criteria, slices, or measures. True or False. Users can personalize their dashboards that can't be altered or updated by report builders and administrators. - Answer False. Report administrators and builders can update the source dashboards that will cause the personalized copy of a user's dashboard to be updated as long as it does not conflict with the personalization of the end user. Otherwise, the settings of the personalized dashboard remain unchanged. If this occurs, there are no changes lost to the end user. You have created a Workbench report for a user to return patient encounters, current prescribed medications, patient name, DOB, and primary provider. The report has been validated and moved to production. The user reports the next day that they are trying to just view a portion of the report results that only show patients with one specific provider. How do you assist them with this issue? a) Create a new report based on just the specific information b) Have them create a SlicerDicer sesson c) Tell them to make a personalized copy d) Advise them how to filter out their report results so that they can change the criteria to only view data returned for the one provider. - Answer d) Advise them how to filter out their report results so that they can change the criteria to only view data returned for the one provider.
d) FDS e) HRX - Answer a) IDM c) IDB e) HRX One of the users is dissatisfied with the Message board component on their dashboard. They can see other users' posts, but can't make their own posts. What could you edit to fix this? a) Add a new security point to this user's security class b) Add this user to the list of Authors in the Component Editor c) Add a new report group to this user's EMP record d) Add the component to this user's list of favorites - Answer b) Add this user to the list of Authors in the Component Editor Where is it possible to set the default time intervals for a resource-based component? Choose all that apply: a) Dashboard Editor b) Component Editor c) Resource Editor d) Metric Editor - Answer a) Dashboard Editor b) Component Editor What must be true in order for a metric-based component to be overridden by dashboard level Summary Targets? choose all that apply: a) The list of Selectable Summary Levels listed for the dashboard must be the dame as the list of Summary Levels listed for the component on the Data Source form. b) The component's summary target Lookup Method CANNOT be set to "Specific Value". c) The "Use override settings to control components on this dashboard" MUST be checked on the Resource Settings form of the dashboard. d) The component's Data Source MUST be Dashboard Resources. - Answer b) The component's summary target Lookup Method CANNOT be set to "Specific Value". c) The "Use override settings to control components on this dashboard" MUST be checked on the Resource Settings form of the dashboard. d) The component's Data Source MUST be Dashboard Resources. True or False: It is possible to assign multiple Report Groups to a template. - Answer True. In the Template Manager, the Report Groups field is multiple response. Which of the following tools allows Benchmarking across other Epic community members? Choose one answer: a) Dashboard Metrics b) Reporting Workbench c) SlicerDicer d) Workbench Summaries - Answer a) Dashboard Metrics
Two users run the same report. One user sees an action, foe example the Letter action, at the top of the report but the second user does not see the action. Why might this be? Choose all that apply: a) They have different report groups assigned in their user records. b) They have different security points assigned in their RW Security Classes. c) They have different user security. d) They have different action groups assigned in their user records. - Answer c) They have different user security. d) They have different action groups assigned in their user records. Who is responsible for training reporting content to managers and supervisors before go‐ live? - Answer Application PT's and Credential Trainers. What is the largest group of reporting users that the Cogito training team is primarily responsible for? - Answer Power Users are the largest group of reporting users owned by the training team.
. Which type of users are best trained through one‐on‐one sessions? - Answer Executives & Administrators When should managers and supervisors attend the Reporting in Epic class? - Answer shortly after to go-live True or False: All end users who work with reports should attend the Reporting in Epic class. - Answer False Reporting content should be included in application training by all principal trainers. You should invite certain groups (like the physicians) to sign up for the Reporting in Epic classes. Reporting classes are structured to provide tool‐based training - Answer The content of these classes must be accessible to anyone from any application. What resource gives you an overview of the different types of users who receive reporting training and the type of content they need? A. Deliverable tracker B. Quick start guides C. End‐user proficiency assessments D. Reporting Training strategy document - Answer D. Reporting Training strategy document True or False: All reporting training materials are owned directly by the Cogito PT. - Answer False. Application PTs and BIDs own some reporting training What are some strategies for leading a successful Reporting in Epic class? Select all that apply.
