Business Intelligence with Clinical and Operational Data

Transcription

1 Turning Numbers Nate Moore CPA, MBA, FACMPE Business Intelligence with Clinical and Operational Data Learning Objectives Communicate your data vision to IT staff by speaking their language Report on and analyze clinical and operational data using BI tools Gain ideas from examples of custom reports used by practices nationwide 1

2 Business Intelligence Data is merely the raw material of knowledge. New York Times Learning Objectives Communicate your data vision to IT staff by speaking their language Work with IT Communicate Comfort Convince 2

3 Work with IT It doesn t have to be in house IT if they don t exist or if they re too busy The Vision Spreadsheets, dashboards, s and visualizations that automatically refresh and can be customized by end users without IT support Model 1 Export Canned Report to Excel Export Canned Report to Excel Clean the Canned Report Analyze with Excel 3

4 Model 2 Connect Excel to SQL Server SQL Server Automatically refreshing Excel spreadsheet Model 3 SSRS SQL Server Web pages and Model 4 Power BI Power Query PowerPivot Power View Power Map Power BI 4

5 Vision Excel Tools Pivot Tables Tables Pivot Charts Automatically refreshing Excel spreadsheet Charts Vision SSRS Web Pages and Automatically refreshing reports Vision Self Service BI Suite of new Microsoft tools to take BI to a whole new level 5

6 Vision Self Service BI Excel Data Model new in Excel 2013 Vision Self Service BI You need the Pro Plus version to get BI tools!!! Vision Self Service BI Office 365 vs Office

7 Comfort Read Only Access Use Caution with Production Data Production Data SQL Server vs. Report Server or Data Warehouse Comfort Report Server/Data Warehouse won t slow down the system 7

8 Comfort Production Data Live data that runs your PM/EHR Nightly Backup Protects data against loss Data Warehouse Where your BI reports run Convince Old Model Build One Report = Get One Report Convince New Model Build One Dataset = Get Dozens of Report 8

9 Datasets Collection of data, likely gathered from multiple sources, around one topic: Appointments Days to Sched Patients by Dx MU PQRS/ASA Pre-auths Quality Phone data Cost What Data might be in an Diabetic Patients Dataset? Next Appt Date Last Eye Exam Last Foot Exam A1C BMI Age PCP Oral Diabetic Agents Statin Usage Comorbidities And Convince Once the Data Warehouse/Report Server is built and loaded with datasets, you can do most of the reporting work from there. IT s work is done! 9

10 Convince Get started with software you already own. Convince PowerPivot, Power View, Power Query and Power Maps require the Pro Plus version of Excel Not the regular version Convince Power BI is a separate software package you can start using for free 10

11 Convince The solution is not simply, Call IT Convince If All Else Fails Learning Objectives Report on and analyze clinical and operational data using BI tools Gain ideas from examples of custom reports used by practices nationwide 11

12 Retaining Patients How well does my practice retain patients? Retaining Patients Retaining Patients 12

13 Retaining Patients Procedure No Shows/Cancellations Retaining Patients 13

14 Retaining Patients What about Patients with no visits in x months Patients with no screening in y months And Retaining Patients How can I apply these ideas to better retain my patients? Retaining Patients Which tool works best for my application? 14

15 Leverage Appointment Data How can I use appointment data to make my clinics more efficient? Appt Data in Power View Appt Data in Power View 15

16 Appt Data in Power View Appt Data in Power View Appt Data in Power View 16

17 Appt Data in Power View Prior Authorization This detailed table tracks expired authorizations for upcoming appointments with information for pre-auth staff to act on Solve Future Appointment Issues Now What would you track if you could see future appointments? 17

18 Who s Where Tracks providers locations and required exam rooms Staffing Tomorrow s Front Office Staff Productivity 18

19 Open Appointments Combine PM and EHR Data Read Follow Up Plans in the EHR to decide who needs an xray today Provider Productivity 19

20 Surgery Scheduling Daily showing providers signing out of surgical locations so that staff can try to fill the surgery slots Leverage Appointment Data How can I apply these ideas to mine my appointment data and make my practice more efficient? Leverage Appointment Data Which tool works best for my application? 20

21 Leverage Clinical Data How can I use clinical data to make my clinics more efficient? Leverage Clinical Data Load sample SSRS report Simplify Chart Prep 21

22 Simplify Chart Prep Simplify Chart Prep Quality Data 22

23 KPIs for Quality Data Quality Data Quality Data 23

24 Quality Data Compliance Reports OB Scheduling 24

25 Meaningful Use Monitoring Quality Leverage Clinical Data How can I apply these ideas to make my clinical staff more efficient? 25

26 Leverage Clinical Data Which tool works best for my application? Analyze Geographic Data How can I use visual geographic data to enhance my analysis? Analyze Geographic Data 26

27 Analyze Geographic Data Analyze Geographic Data Analyze Geographic Data 27

28 Analyze Geographic Data How can I use geographic data to gain insights into my practice? Leverage Duration Data How can I use duration data to make my clinics more efficient? 28

29 Duration Data Duration Data Duration Data 29

30 Duration Data Duration Data Duration Data Natural language Q&A Pin favorite visuals to dashboards 30

31 Duration Data This is my ipad! Leverage Duration Data How can I apply these ideas to increase efficiency and patient throughput in my practice? Leverage Duration Data Which tool works best for my application? 31

32 More BI Tools Power Query Extract, Transform, and Load More BI Tools Power Query and Production Data BI Tools The science is to know what tools are available. The art is to know when to use them. 32

33 Back to Vision Don t forget about SSRS ability to push data Back to Vision The solution is not simply, Call IT. BI Tools WITHOUT Datasets Pivot Tables Practice Manager Power View Power Query SQL Server Power BI IT SSRS Power Map PowerPivot 33

34 BI Tools WITH Datasets Pivot Tables Practice Manager Power View Power BI Power Query SQL Server IT PowerPivot Power Map SSRS It s Not Just Reports Data Driven This comes every 15 minutes if there s data 34

35 4 Models Pros and Cons of the 4 Models Model 1 Export Canned Report to Excel Export Canned Report to Excel Clean the Canned Report Analyze with Excel Model 2 Connect Excel to SQL Server SQL Server Automatically refreshing Excel spreadsheet 35

36 Model 3 SSRS SQL Server Web pages and Dashboards Model 4 Power BI Power Query PowerPivot Power View Power Map Power BI Value of a BI Project 36

37 Value of a BI Project Next Steps Watch Excel Videos Pivot Tables (Videos 1-29 and ) mooresolutionsinc.com/watch-excelvideos Join Excel Users MGMA Community Login to 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 Excel Users is in alphabetical order 37

38 Nate Moore MooreSolutionsInc.com PivotTableGuy 38