Nightingale On Demand. Data Miner 2-1

Transcription

1 Nightingale On Demand Data Miner 2-1

2 Table of Contents Data Miner Overview... 3 To Run a Report... 3 To Edit a Report... 3 To Search for a Report... 5 To Create a New Report Nightingale Informatix Corporation

3 Version Data Miner Overview Data Miner is an advanced reporting utility designed to give you advanced options for dissecting the data to identify and pull information out into different formats which are: RTF, PDF, HTML, CVS and the Excel spreadsheet format. This will help you manage and know your patient population in a better way, for example, you can run reports on how much money are you bringing in per patient or identify how many patients you have per provider, etc. You must have permissions set up to use it after the add-on module has been purchased and installed. The set up is done within the Enterprise module. Once you have access to the Data Miner, you have access to all the reports within it. Data Miner is a third-party licensed module that is purchased separately. Call or Nightingale for more information. To Run a Report After you have designed a report that contains the data you need, the sort orders, the filters and the format, you can run and re-run a report for a real-time view of that data. To run a saved report, do the following: 1. From the Data Miner main screen, click the arrow to the left of the folder to expand it and then click the report name. The report description displays in the right side under Report Description. 2. In the Export as drop-down field, select one of the following: HTML, Excel, PDF, RTF or CSV for the format of your report to be exported. 3. Click the Go button to the right of the Export as field. A status screen displays showing you the progress of the report, then depending on what you selected as you output, your report will either open or need to be saved and opened. The HTML format will open immediately. The other formats displays dialogs that require you to click Save or Open. Note: Click the Cancel button if you would like to re-run the report in another format, and start again. To Edit a Report If you have a report that you would like to update, do the following: 1. From the Data Miner main screen, click the arrow to the left of the folder to expand it and then click the report name. The report description displays in the right side under Report Description. 2. Click the Edit button at the bottom of the screen. The screen displays from which you can edit the report displays. NSDOH 2-3

4 3. From above the grid, you can select RENAME, DESCRIPTION, SORTS and FILTERS and change the data much the same way you did when you created the report. 4. Select OPTIONS to update the way the report is exported and viewed. The Reports Options screen displays. 2-4 Nightingale Informatix Corporation

5 Version Under the General Options, you can do the following: Select the Default Export Type from the drop-down list. Include the Setup Info using the drop-down list to select: Top, Bottom or No. Check the Always Show Filters on Execution checkbox to display the filters when the report runs. 6. Under the HTML Options, you can do the following: Click the Show Grid checkbox to display the lines of the grid on your report. Click the Simulate PDF checkbox so that your report takes on the appearance of a PDF file. 7. Under the Excel Options, you can do the following: Click the Suppress Formatting checkbox to suppress the formatting of Excel. 8. Under the PDF/RTF/HTML Options, you can do the following: Select the Page Size using the drop-down list to click: Letter, Legal, A4, A5 or B5. Select the Orientation of the page using the drop-down list to select either Landscape or Portrait. Click the Fit to Page Width checkbox so that the report stay on the page. The report will become smaller. To Search for a Report 1. In Data Miner, type the name or part of the name of a report in the top left of the field. 2. Click Go>. The reports containing your input display along with the folder path preceding it. 3. To clear your search and start over, click RELOAD ALL REPORTS. The list of all the reports displays. To Create a New Report 1. Click the New Report button. The New Report Wizard displays. 2. Type a name for the report in the Enter a name for the report field. 3. In the Select a Folder to place the report list, select a folder. Description Tab 4. Click Next or click the Description tab. The Description tab displays. 5. Type a description for the report in the Enter a description for the report. Categories Tab NSDOH 2-5

6 6. Click Next or click the Categories tab. The Categories tab displays. 7. Select the main category to expand, Demographics, Clinic Information, Practice Management Information, or Chronic Disease Reporting. The category selected expands to display more selections as follows: Demographics Demographics Emergency Contacts Employer Info Family Members Guardian Identifiers Mailing Address Residential Address Clinic Information Allergy Information Family History Procedures Immunizations Injections Lab Results Medical Alerts Past Medical History Medications Problem List Social History EMR Text Data Practice Management Information PM Text Data Appointments Productivity Chronic Disease Care Elements Last Lab Result 2-6 Nightingale Informatix Corporation

7 Version Vitals Cohorts CDM Flowsheets Note: If you selected Problem List first, the rest of the list is dimmed and disabled because the list is tied together in a relational database; therefore, there would be no relationship with any other item in the list except the patient demographics, and you cannot add those other items. For example, you cannot have a tie to social history at this point because they haven't been tied together. However, if you add the Demographics first, everything else is tied to it and would be available. 8. Select the data you want to include from the within the four main categories. Sort Tab 9. Click Next or the Sort tab. The Sort tab displays. Note: Sorting is optional. 10. Click the Select from the fields below to sort on drop-down list to select a category that you picked in the Categories tab. The items on which you can select from that category display in the list below. 11. Select the items from this list on which to sort and click Add or you can click and drag the item from the left pane to the right pane. The items moves to the right-hand screen. 12. To sort either by ascending or descending, click the Sort Order field on the row for which you want to order, and a drop-list displays. Now select either Ascending or Descending for the Sort Order. 13. You can move these items up or down in the Sort by grid by clicking the Up or Down button after selecting the item to move. Filter Tab In the Filter tab, you are going to set up how to display the information. 14. Click Next or click the Filter tab. The Filter tab displays. 15. Click the Select from the fields to filter on drop-down list to select the one of the categories you selected previously in step 7 above. The list below the drop-down field displays items belonging to that category. NSDOH 2-7

8 16. Select an item and click Add or click and drag that item to the Filter By area. The screen displays the filter controls at the bottom of the area. 17. In the drop-down field to the right, select the item that will contain information from the category that will be filtered by the drop-down to the left. For example, if you added Lab Test Code from the category Lab Results, you are able to select from the all the lab codes. 18. In the next drop-down (below), select the boolean operator, AND or OR. 19. Check the Group with next filter check box to group with the next filter. 20. If your data has value, and you want to be prompted to enter the value when you run the report, check the Prompt for value at execution check box. 21. Click Next or click the Layout tab. 2-8 Nightingale Informatix Corporation

9 Version Layout Tab 22. In the drop-down field to the top left, select the Category item that you want to work with for the layout. The subcategories display in the list below. 23. Select the item in the list below and click Add or drag that item to the right side. Repeat for each item needed. 24. Select the Add Grand Totals checkbox to have the grand totals added. 25. Select the Suppress Detail checkbox to have the detail suppressed in the report. 26. In the Function field, click the field. The drop-down displays. 27. Select one of the following: Sum, Count, Average, Minimum, Maximum to execute that function on that data field. These work mostly with numerical data fields. 28. You can move the data field position up or down using the Up or Down arrow when the data field row is selected. And you can remove the data field clicking the X. 29. When you are finished creating your report, click Finish. The hour glass displays and then a view of your report set up displays. NSDOH 2-9

10 Finalizing the Report Note: The screen that displays once you click Finish is the same screen that you use when you edit a report. 30. Use the formatting tools (circled in red above) to format the way the report will look after it has been run and exported. These options are much like that of Excel or Word, in that you can change the font and point size of text, plus bold, italicize and underline, etc. 31. Click the side of the row to drag and make the cell longer or smaller. 32. To delete a column or a row, select the head (the letter for column and the number for row) and select Delete Row or Column. You can insert either by selecting Insert Row or Column. 33. Under the Row Type column, click a row to select the following row types desired for that row: Page Header displays the header on every page. Report Header displays the header one time on the report. Detail displays for every row of data that is inserted. Page Footer displays the footer on every page Nightingale Informatix Corporation

11 Version Report Footer displays the footer one time on the report. Group Header/Footer is how you want your totals to show, when you want totals to show and by which. Page Break inserts a page break. Suppress stops information from being displayed. 34. To add another field from the Data Category, select the category from the drop-down list at the top to select the category and then click and drag the subcategory to the formatting area to the right in the grid where you want that information to display. 35. You can change any of the set up using the options at the top of the grid, including what type of report it will export as using the Export as drop-down list. 36. Click Edit a Category to go to the Data Categories screen and edit the categories as in step 7 above. 37. Click the Save button to save all your changes. 38. To run the report, click the Go button. The hour glass displays and progress dialog displays, and then your report displays in HTML, or you are asked to Save or Open it in the other formats. HTML Report 39. To close the report, click the X. 40. To close Data Miner, click the X. NSDOH 2-11