Copia Analytics, Data Mining, & Custom Reports. John Wallihan, Support Analytics Engineer Orchard Software Symposium June 17-18, 2015

Transcription

1 Copia Analytics, Data Mining, & Custom Reports John Wallihan, Support Analytics Engineer Orchard Software Symposium June 17-18, 2015

2 Learning Objectives Learn about the capabilities of your SQL Server and its integrated features Learn how leveraging these features against Copia s database could help improve your lab Learn how integrating multiple databases can provide you with new data

3 SQL: Structured Querying Language Queries database for information Accesses all information stored by Copia Presents data in table format Powerful data management tool

4 Copia Data Browsers Essentially a SQL query with a user interface Extremely useful for generating reports on a schedule Requires some careful setup to be used properly

5 Data Browser

6 SQL Server Integration Services (SSIS) Compile data from multiple databases into a single place Reconfigure data for optimal storage/retrieval Automate data management processes Customizable maintenance tasks

7 SQL Server Analysis Services (SSAS) Designed for data mining Pulls information from multiple sources Allows for various database formats

8 SQL Server Reporting Services (SSRS) Integrated with SQL Server Has access to all information within SQL Server Aggregates data into charts and graphs Conditional formatting Accessible over local area network

9 Lab Dashboards Provide an overview of your lab s functions at a glance Tiered information allows you to see as much or as little information as you need Up-to-date data to provide you with the latest information for decision making Can be integrated with data from other systems (billing, EMR, etc.) Allows you to respond to emerging problems promptly Available through the local network or web

10 Lab Capacity Overview

11 Instrument Load by Lab

12 In-depth Instrument Load

13 Integration With Staffing Software Estimate staff efficiency Identify problems due to lack of staff Easily identify peak and lull periods to optimize staffing Ensure redundancy in staffing for covering instruments

14 Patient Care Evaluate results over time Configure alerts ( or otherwise) for urgent issues Automate treatment progress tracking Predictive care modeling Integrate with EMR to pull additional information from providers, treatment plans

15 Integration with Billing Software Up to date totals for daily revenue Automatic comparisons between Copia and Billing software to find discrepancies Estimate date of payment based on billing history Compare revenues day-to-day, week-to-week, etc. (historical performance) Identify trends in terms of monetary value to prepare for the future

16 Scheduled Reports Graph results of your scheduled reports for at-aglance summaries Use conditional formatting to display only the most pertinent information

17 Test Utilization

18 How can you implement dashboards? Functionality already available Can be built by your staff or by Orchard for a fee Requires knowledge of SQL and Copia schema For further information, please contact your account manager

19 Learning Objectives Review Learn about the capabilities of your SQL Server and its integrated features SSIS Integrates multiple databases to be accessible through a single avenue SSAS Complex analysis package that allows you to perform and schedule analytics on your database(s) SSRS Compile data from available database(s) to create easily parsed summaries of information

20 Learning Objectives Review Learn how leveraging these features against Copia s database could help improve your lab Custom Dashboards allow at-a-glance reports of lab status Scheduled reports compile data into meaningful graphics with conditional formatting to show important information

21 Learning Objectives Review Learn how integrating multiple databases can provide you with new data Integrate with staffing software to generate data about staff performance, coverage Integrate with EMR, EHR to generate comprehensive patient care updates and plans Integrate with billing software to readily equate your lab performance to monetary values

22 Upcoming Training Classes

23 P.A.C.E. Credit & Feedback Complete the sign in form, once per day, to receive full credit Be sure to enter your address; a P.A.C.E. certificate will be ed to each user after the symposium Complete the feedback form for the event and for P.A.C.E. feedback (online at:

24 Day 2 P.A.C.E. Program Information P.A.C.E. Provider Number: 526 Program Number: Program Title: Day 2 Orchard Symposium 2015 Speakers: Nancy Stoker, Dr. Michael Glant, Ginger Wooster, David Bracewell, Beth Eder, Ben Bush, John Wallihan, Jacob Eickhoff, Wendy Forgey, Ryan Howard Contact Hours: 4

25 Questions? Thank you!