GEHC IT Solutions. Centricity Practice Solution. Centricity Analytics 3.0

Transcription

1 GEHC IT Solutions Centricity Practice Solution Centricity Analytics 3.0

2 Benefits of Centricity Analytics Business Intelligence Data Mining Decision-Support Financial Analysis Data Warehousing. No Custom Report development (knowledge of SQL or Crystal Reports not necessary) Build customized data views modify them interactively save and refresh whenever needed Identify data trends, business opportunities & potential issues and challenges Fast response time Enables point-and-click, drag-and-drop access to the financial information of your practice No impact to the performance of your Centricity application reports run on copy of database Runs on existing Centricity Server no additional hardware needed Extremely flexible and easy to use Using Microsoft Excel utilizes skills many users already possess

3 How does it work? Centricity Analytics Data Warehouse Centricity Practice Management Database Extract / Load Processes Centricity Analytics Data Mart View Interface Microsoft Excel MS Query Existing Practice Management Database OLAP Cube OLAP Cube Cube Interface Microsoft Excel Pivot Tables

4 How does it work? The nightly Analytics job extracts and summarizes key financial information from Centricity PM database and loads the data into the Centricity Analytics Data Warehouse. The data is stored in an OLAP Cube which is a data storage format that significantly enhances the ability to analyze the information. Access to the Centricity Analytics data is done using the Pivot Table feature of Microsoft Excel, which allows you to quickly and easily create numerical and graphical representations of your data. Additionally, you can save your data views and refresh them at a later time. Create your own custom patient & transaction-level reports & queries using the Analytics Views and the Microsoft Query feature of Excel.

5 Pivot Tables

6 Centricity Analytics Dimensions Doctors Facilities & Places Of Service Financial Classes Insurance Carriers & Groups Companies Resources Referring Doctors Appt Types Adjustment Types Entry Dates Service Dates CPT Codes & Departments Diagnoses Modifiers Patient City, State & Zip Patient Visit Ages Patient Genders Dimension, is a field that you normally report BY. Often a Doctor will request a report asking how much in payments did each MD receive in a given month. Interpreted, he wants payments BY doctor BY month. The BY fields are the dimensions, as highlighted. Notice they have a small box, with horizontal blue lines in it, to the left of the name of the dimension.

7 Centricity Analytics Measures Charges Payments Adjustments RVUs Insurance Allowed Visit Balances Patient Visit Counts Procedure Counts Cash Collection % s Month-to-Month & Year-to-Year Trending Over 200 Calculations Measure: A value of a specific calculation.

8 Choose OLAP Cubes Tab Select Centricity Analytics from the list and select the OK Button at the top-right of the dialogue box.

9 Once you click the OK button on the previous screen, the pivot table wizard appears. At this point, please select the Finish button.

10 The Excel spreadsheet now is in pivot table view and a pivot table toolbar is now available.

11 Fields can be dropped in 4 sections of the pivot table page, row, column, and data items.

12 You are working with 2 types of information. Dimension, is a field that you normally report BY.

13 Measure: A value of a specific calculation.

14 Dimensions go where the Blue boxes are. Measures go where the Yellow box is.

15 Chapter 2 User Guide: Pivot Tables Dimensions

16 Chapter 2 User Guide: Pivot Tables Measures

17 Quick Reference Guide: Pivot Tables

18 Views

19 Centricity Analytics Views What are Centricity Analytics Views? Contain Patient & Transaction-level information. Quickly & easily create customized detail queries using Microsoft Excel. Choose from dozens of data fields apply filters identify sort fields view & manipulate your data in Excel. Each CA View provides a different subject-area of information. 9 Available Centricity Analytics Views: A View defines a more complex understanding of the data contained in a database. It relates information from many tables together into a virtual record. Patient Demographics Charge & Payment Transaction Detail Balance Summaries Patient, Patient Visit, Patient Visit Procedure Appointments & Recall Appointments

20 Choose Databases Tab Select Centricity Analytics from the list and select the OK Button at the top-right of the dialogue box.

21 Select View

22 Select Field List Items

23 Select Filters

24 Select Sort Order

25 Select Return Data to Worksheet & Cell

26 Views Report Format with Standard Excel Features

27 Chapter 2 User Guide: Views Views

28 Chapter 2 User Guide: Views Views: Field Lists

29 Quick Reference Guide: Views

30 Let s get Started

31 Pivot Table Report Example 1 Dimensions: Entry Dates Doctors Facilities Monthly Financials Measures: Total Chrg Total Pmnt Total Adj Num Pt Visits

32 Pivot Table Report Example 2 Procedure Code Count Dimensions: Measures: Entry Dates Num Procs Procedures Doctor

33 Pivot Table Example 3 DOS vs. DOE Dimensions: Entry Dates Service Dates Doctors Facilities Measures: Total Chrg Num Pt Visits

34 Pivot Table Best Practice Recommendations Pivot Tables are the Summary Reports Refer to Chapter 2 or Quick Ref Guide Select the Dimensions & Measures Determine the Specifics Document the Report Criteria Develop a Naming Convention for Saved Reports

35 Views Report Example 1 Patient Demographics View: Patient Demographics Fields: Patient Name, Patient Internal ID, Patient Zip, Last Service Date, Patient Birth Month, Patient Age, Pt Primary Insurance Group Filters: Patient Birth Month = September Last Service Date >/= 1/1/2005

36 Views Report Example 2 DOS vs. DOE View: Patient Visit Charges Fields: Ticket Number, Patient Name, Service Dates, Charge Entry Date, Days b/w DoS & Chrg DOE, CPT Code, Doctor, Financial Class, Total Charge Filters: CPT Code = Service Dates >/= 1/1/2005

37 Views Report Example 3 Collections Report View: Patient Balance Summary Fields: Patient Name, Last Insur Pmnt Date, Last Pmnt Date, Last Pt Pmt Date, Guarantor Name, Guarantor Phone1, Patient Bal Filters: Patient Bal > 0.00 Last Insur Pmnt Date >/= 1/1/2005

38 Views Best Practice Recommendations Views are the Detailed Reports Refer to Chapter 2 or Quick Ref Guide Select the View for your Report - Try to remain within one View unless you are familiar with Excel Query Functionality Determine the Fields & Specific Filters Document the Report Criteria Use Excel Standard Formatting Features Develop a Naming Convention for Saved Reports

39 Support Contact GE Support for issues with Centricity Analytics

40 Thank you.