PCIC Quality Measures Performance Dashboard- Executive Page

Transcription

1 The Primary Care Improvement Collaborative (PCIC) Established in 2013, UNC Health Care's Primary Care Improvement Collaborative (PCIC) joined primary care practice representatives from across the UNC Health Care System to facilitate shared learning and accountability to improve patient outcomes. As part of the UNC Physicians Practice Quality & Innovation and Population Health Services (PQI & PHS), PCIC currently connects numerous UNCHCS participating practices across North Carolina. Introduction The PCIC Dashboard is the platform used to display entity, department and provider data for each clinical quality, access, and patient engagement measures. By accessing the dashboard through Tableau, you can quickly, easily, and electronically view how your department and individual providers are performing, identify patient care gaps and monitor monthly trends. For questions, Dashboard Access A bulk request has been submitted to give many PCIC members access to Tableau in order to view the PCIC Dashboard. You can check to see if you have access by clicking on this direct link to the PCIC Dashboard. Additionally, this link to the PCIC Dashboard in Tableau can also be found on the PCIC Intranet site. If you do not have access, you must request access through the UNC Access Request Center. View the Tableau ARC Request Video for how to request access and the Tip Sheet for how to submit an ARC Request for more information. 1

2 Home Page 1 1. This page serves as the launching pad for any of the views and links. Each navigation tile will take you to a different view. a. The Executive Page provides summary level data for all PCIC Accountable Measures (Clinical Quality, myunc Chart, Time to Third) and PCIC Test and Watch Measures. b. The Department Page will contain department level measure data. This page is currently under construction. c. The Provider Page displays provider level data for Clinical Quality, myunc Chart, and Patient Experience data. d. The Clinical Quality Run Charts Page will contain trending data for the clinical quality measures. This page is currently under construction. e. The HSC Ambulatory Care Composite Org Goal Page will contain the UNC HCS entity performance for their ambulatory care composite organizational measure. This page is currently under construction. f. The Senior Health Alliance (NGACO) Utilization Metrics Page will contain utilization metrics as well as the ACO clinical quality metrics. This page is currently under construction. g. The Data Exploration Page will allow user defined querying. This page is currently under construction. 2

3 Home Page h. Via the tabs on the top toolbar, you can access any of the views such as Home, Executive, Provider, etc. i. There is a link provided to the PCIC intranet page where all of the Tableau user guides and videos are located, a link to submit a question to the PCIC team, and a link where you can subscribe to the monthly PCIC newsletter. j. On the bottom left side of your screen, Tableau provides a toolbar for users to undo and redo selections, revert (which takes you back to the initial data display), and refresh (which will restore the data in your current view). k. On the bottom right side of your screen, the toolbar allows you to manage your views of the site data, subscribe to have your data delivered to your Outlook inbox, share your dashboard link with others, download your images in multiple formats, and see it in full screen. At the bottom of the page, you may see a field for posting comments (not every user has the comments section below). NOTE: If utilized, comments are visible to all Tableau users. All of these buttons are available at the bottom of every view in Tableau. 3

4 Executive Page The Executive Page contains multiple features including: Selection filters such as Entity, Department, Cohort Data and performance rates for each of the 13 PCIC accountable measures Count of clinical quality measures meeting goal Data and performance rates for PCIC Test and Watch measures The number of patients needing care to meet the performance goal and percent of patient care gaps closed Provider scatter plot for each PCIC clinical quality measure 4

5 Executive View: Filtering 1. The first step is to select your filter option to view the data you are interested in. You may do so by using the dropdowns in PCIC, Entity, Cohort, PCIC Coach, or Department When you click on any of the clinical quality bar graphs, Tableau will fade out the unselected information. To select multiple bars, hold down the CTRL key Remember, to get back to the initial view, click revert in the bottom toolbar. Note that any filters you have selected will no longer be active

6 Executive View: Clinical Quality Measure Data This section focuses on the clinical quality measures at the PCIC level and includes all PCIC practices. Remember that this information can be filtered to the department level Hovering over or clicking the bar chart or on the performance rate will display the numerator/denominator, performance percentage, and a description of the measure. The black bars show the measure goal. 2 6

7 3. The center bar graph displays the number of patients needing services to meet the PCIC goal. Hovering over or clicking the bar chart provides details including the measure name, performance percentage, goal, and the number needed to pass. The red bar indicates the number of patients needed to meet the goal, and the green bar indicates the number of patients who have received the services The Sparkline graph represents the performance rate for the most recent five months. You may click and drag the circle on the line to select a specific month and see the performance rate. Green indicates an increase in measure performance, red indicates a decrease. 4 7

8 5. Clicking on the data in any of these charts will provide the option of viewing the detail data for the measure, and via the view data button a dialog box will appear that displays more detailed information and allows you to download and save the data as a text file. 8

9 Executive View: Number of Patients Needed to Meet Clinical Quality Measures by Provider Data 1. By clicking on one of the measures in the Clinical Quality Section, Tableau will automatically show data by provider in the scatter plot. Hovering over any dot point will display a popup with specific data including provider name, department, denominator, numerator, performance rate and number of patients needing services to meet the PCIC measure goal. 2. On the scatter plot, the red dots indicate the number of the provider s patients not currently meeting the measure and the green dots indicate the number of the provider s patients who have received the services. 9

10 Executive View: Patient Experience Survey Metric (Recommend Providers Office, Access, Care Coordination, Office Staff, Physician Communication) Note: This is a Test Measure, and only departments using the CG-CAHPS survey administered by Press Ganey will have available data The patient experience graph displays the CG-CAHPS administered survey data by Press Ganey PCIC has chosen to use the Would you recommend this provider s office to your family and friends? as a test measure for this year. Following this question, the survey domains are listed (Access Care, Care Coordination, Office Staff Quality, and Physician Communication). Clicking on one of these domains will list the individual questions that make up that domain Hovering on the performance rate in the bar graph 3 will display the response rate and number of survey responses. 4. The bar chart colors indicate the survey response answer category. 4 No/never (Red) Yes somewhat, usually, sometimes (Yellow) Yes, definitely, always (Green) 5. The trending chart shows the trends by month of the CG-CAHPS data. This graph changes depending on your selection of either the domain or individual question. 5 Remember, to get back to the initial view, click revert in the bottom toolbar. 10

11 Executive View: Telephone Call Response Time Note: This is a Test Measure, and only departments using the UNC HCS Cisco phone system will have available data. 1. The Telephone Call Response Time data shows the percentage of incoming calls to the practice that are answered within 30 seconds of entering the Call Service Queue (CSQ). The blue bar graph displays the total number of calls answered, and the black line graph displays the percentage of calls answered in less than 30 seconds. 2. You may click on any bar to display the popup containing a detailed data, such as month/year, number of calls handled, and percentage of calls answered in less than 30 seconds. If clicking detail data, a new popup will display enabling the user to download it as a text file. Single clicking any graph bar will also fade out the remainder. 11

12 3. Single clicking the date axis, and then the sign in the pop up box, will display the option of drilling down to specific months, weeks or days for call volume. As you re drilling down, you may hover within the graph to peruse the data. Remember, to get back to the initial view, click revert in the bottom toolbar. 12

13 Executive View: Access to Care Time to Third 1. The Time to Next Third Available Appointment for new patients, is displayed as a line graph. The X axis displays the date, and the Y axis displays the number of days. Single clicking on the line graph will provide the measure description as well as the week and year. 13

14 Executive View: Patient Engagement myunc Chart 1. The myunc Chart Activation performance measure is displayed as a line graph. Single clicking or hovering over the line graph will display the month/year, denominator, numerator and the percentage of patients who have an active myunc Chart account. It will also enable you to select the detail data which will display a popup for viewing and downloading it as a text file. Note: The red line is the goal, and a higher blue line is better. 14

15 2. Clicking on the date axis will allow you to drill down to a monthly view of the data. 3. By clicking on the sign in the pop up box or double clicking the line graph, you can further filter the data down to the weekly level. Click the home button in the graph to reset the data or click the revert button. 15

16 Executive View: Toolbar Buttons and Saving Views The Original view button allows you to alter your view, save a view, and make it public. 1. Once you create your specific filters on the main page, click on the original view button and enter a name for your preferred view, choose default and/or public, then click save. It will now be saved under My Views. NOTE: By checking off make it public, your view will be visible to all Tableau users. 16

17 2. If you want to edit the view you ve saved, click the button. The icons to the right of your named view will enable you to edit it, delete it and make it private (if originally made public). Click done when finished. 17

18 The subscribe button helps you schedule delivery of the data to your Outlook inbox. In order to subscribe, select the current view or entire workbook. Choose your preferred schedule from the drop down and click the subscribe button. If you have multiple views saved, you ll need to select the particular view you want ed. Each view must be setup this way in order to receive them. 18

19 The share button will allow you to the dashboard link. When you click the link button, it will automatically open Outlook for you to address and send. The download button allows you to pull the image as a PDF, Crosstab, Data, or Image. 19

20 Clicking PDF will open a popup where you can make selections for layout, paper size, scaling, content and sheets. Choosing Image will open a new popup whereby you can click the download button. 20