SCRIPTED QUESTIONS AND SOLUTIONS GUARANTEE A+
✔✔Networking - ✔✔Networked items define relationships between master files by
storing a unique identifier that references a record or contact somewhere in Chronicles.
Used to pull information from the networked record. Ex: Hyperlink from patient's record
to PCP (Item #18864)
Act as pointers to other records/contacts in Chronicles. P. 5-10
Point to records by storing that record's ID, the value stored in item .1
Other networked items point to contacts by that contact's Contact Serial Number (CSN)
*Most networked items point to records by storing that record's ID (.1)
*Other networked items point to contacts by that contact's Contact Serial Number (CSN)
P. 4-12
Ways to identify an item as networked:
1) the Item Information Window for taht item contains a "Network INI" field
2) The item's definition in Item Editor contains a "Network" category - If there is a
Contact Pointer: filed in this section, the item points to a contact.
3) The Record Viewer value for that item contains a hyperlink - Each of these locations
will also tell you the INI of the networked master file. P. 4-13
✔✔Metric Definition Record (IDN) - ✔✔Epic-released and custom built metric definitions
are stored in the IDN master file. They do not have any items that network to the IDK,
IDB, or IDM records which actually display their data. P. 16-
✔✔Dashboard Resource - ✔✔IDK Records
Resources store settings to how the data are actually displayed, like threshold that
determines the color.
Each resource points to the particular metric & displays the data associated with that
metric. P. 6-12
✔✔Summary Level (Data Source) - ✔✔A conceptual way to group data. Ex: group data
by department. Department would be summary level.
Set up for 4 summary levels over which to aggregate the data. Common values include
service area, revenue location, or department. P. 6-15
✔✔Benchmark - ✔✔A powerful feature allowing users to compare organization's metric
data against data from other Epic community members. P. 6-20
, ✔✔Metric Notification - ✔✔Organizations track metrics to prompt action and decision-
making.
Radar can track metric values & notify users if the values meet defined criteria. (TMEs)
✔✔Results - ✔✔Generated every time a report is run. One report could generate many
sets of results, each set a distinct record of the data as it was at the time the report was
run. In the My Reports activity, a user can see the recent results they ran or those that
have been shared with them. P. 7-13
✔✔Report - ✔✔Saved queries that can be run again & again with the same set of
parameters. They can be common questions shared by groups of users, or one time
searches to satisfy a specific need for a specific person. In the My Reports activity, a
user can see their favorite reports. P. 7-13
✔✔Template - ✔✔The set of options from which reports are built. Specifies what can be
searched for and what can be displayed. The report itself determines what will be
searched for and what will be displayed. Every report is built from a template. P. 7-23
Types: Workbench Templates & Epic-Crystal Templates
✔✔My Reports - ✔✔Use Chart Search to navigate to My Reports.
✔✔Library - ✔✔Contains all the reports & templates a user can access. Organized &
searchable, but users with Library access should still be trained on how to find the
report they need.
The Reporting Workbench Library is NOT a list of all the reports & templates in Epic.
The Library is a list of only the reports & templates the viewing user can access. P. 7-23
✔✔Results Viewer - ✔✔After the report has successfully been run, users can view the
results in the Results Viewer. P. 7-19
Every workbench report returns a list of data. This data can come in 1 of 2 forms:
Records & Contacts
✔✔Parameter - ✔✔Point your resource to its data source on the Parameters form. If
this is a Trending Grouper resource, list the grouped resources. If this is a Historical
Trending resource, list the source metric. P. 6-14
✔✔Public Report - ✔✔Can be seen & run by any user with access to the report's
template. Because of this, the # of users with the ability to write public reports should be
carefully controlled.