EAS IV Repository I: Navigating Through the Repository Tri-Service 2005 Medical Expense and Performance Reporting System (MEPRS) Conference Cindy Vasquez and Charlee Wunderlin SRA International, Inc Cindy_Vasquez@sra.com and CharleeAnne_Wunderlin@sra.com

Unit Objectives After completing this module, workshop participants will be able to: Successfully interpret and apply the EAS IV Repository class matrix listing which classes can and cannot be combined. Understand the basics of Business Objects Differentiate across the various EAS IV Repository classes and distinguish what type of MEPRS data are contained in key classes. Given specific scenarios and data requirements, build and execute EAS IV Repository queries that satisfy varying report needs.

Logging-on If a Security Domain drop-down button is present, select the EAS IV Repository domain

Logging-on Choose Default Universe - or - Specify Universe

Logging-on Select OPTIONS from the TOOLS Menu Under the New Document tab choose “Use a Default Template” and “Use the Default Universe.” Select EASIV Repository Universe from the drop down menu.

Creating and Running Queries EAS IV Repository Universe Query Panel Toolbar Result Objects Box Classes and Objects box Conditions Box Query Buttons

Creating and Running Queries Click on + sign next to icon to expand and see Objects for each Class. Objects Classes

Creating and Running Queries Adding Objects to Result Objects Box: Double-click Object Drag and drop Object Drag and drop entire Class -- adds all Objects within the Class (Select and stretch objects to view full descriptions)

Creating and Running Queries Deleting Objects from Result Objects Box: - Click and hit Delete key - Right-click and select Remove

Complex Conditions 1. Complex Conditions involve two steps. 1) Select an Operator, and 2) Select an Operand 2. Use Complex Conditions to better define your query, eliminating unneeded data.

Most frequently used OPERATORS To Obtain data that…… Operator Needed Is equal to one given value Equal to Is the same as any of a list of values In List All contain the same character or characters Matches pattern

Most frequently used OPERANDS If you want to compare the condition object with… Select Operand... Then... Values that are typed Type a new constant Type the values with a comma between each one. Values that you select from the object’s list of values Show list of Values Hold down the Ctrl key. Choose the desired value(s), then click OK. Values that user will select when the query is run Type a new prompt or Show list of prompts Type prompt for user. Press the Enter key or Select a prompt from the dialog box that appears.

Hands-on Application Complex Conditions Exercise

Complex Conditions Exercise: Challenge Produce a report listing the 2004 Direct Expenses by 3rd Level Functional Cost Code for 0037 Walter Reed and 0117 Lackland.

Complex Conditions Exercise: Approach Results Objects: Class 21: Fiscal Year, Parent DMIS ID, 3rd Level Functional Cost Code, Direct Expense Conditions: Class 21: Fiscal Year Equal to 2004 And Class 21: Parent DMIS ID In List 0117,0037

Complex Conditions Exercise: Results Note: Data extracted 8 July 2005 (Partial Results)

Creating and Running Queries Complex Conditions appear in the Conditions Box.

Creating and Running Queries Applying another complex condition. Notice when added to Conditions Box, it adds the word “And”.

Creating and Running Queries Deleting a Complex Condition Click on the Condition to be deleted Right click and select Delete Or Hit Delete key

Creating and Running Queries Click Run to execute query

Modifying Queries To make a change in your query, - select Data, Edit Data Provider… - or select Edit Data Provider icon.

Modifying Queries You will return to the Query Panel where you can make any necessary changes. Once changes are made, press Run again.

EAS IV Repository Universe Contains 25 Classes – logical groupings of specific data elements or “Objects” Queries are constructed by selecting Objects from valid Class combinations

EAS IV Repository Universe Compatible Class Combinations X’s in the matrix indicate compatible classes – your queries can contain objects from compatible classes only Y’s identify principal classes – you must select objects from the principal class first, followed by other compatible classes

Class 01: Location Class 01 can be used with all other EAS IV Classes except 11 – MTF ASD table Can be used to define scope All values are categorical, no quantitative data included “Child” or “Reporting” facility information HS Region is mapped by Reporting DMIS ID, not Parent DMIS ID as in MEQS Service-specific facility groups

Class 02: Load Status Class 02 can only be used with Class 01 Data load dates by Parent Facility and fiscal month All values are categorical, no quantitative data included Data load dates by fiscal month (01 – 12) Data Load Status Codes: C - Completed Successfully More detailed EAS IV data load information is available in Class 23

Hands-on Application Exercise 1

Exercise 1: Challenge Produce a report listing the EAS IV Repository data load status for Fiscal Year 2005 for Army MTFs in the North Atlantic Region Medical Command. Hint: MTF’s should have already submitted FM09 (June) data.

Exercise 1: Approach Results Objects: Conditions: Class 02: Fiscal Year, Parent DMIS ID, Load Date 01, Load Date 02, Load Date 03, Load Date 04, Load Date 05, Load Date 06, Load Date 07, Load Date 08, Load Date 09 Class 01: Parent DMIS Name, Regional Medical Code Conditions: Class 02: Fiscal Year Equal to 2005 And Class 01: Regional Medical Code Equal to NORTH ATLANTIC

Exercise 1: Results Note: Data extracted 08 July 2005

Class 05: Common Expense Elements Can be used only with Classes 06, 07, 09, 10 DoD – standardized financial information All values are categorical, no quantitative data included F - Financial M - Manual P - Personnel SEEC-based – remnant from Enrollment Based Capitation (EBC) – not current D - Direct R - Reimbursable S - Resource Sharing

Class 06: Expense Detail Principal Class, compatible with 01, 03, 04, 05, and 11 Includes major expense components MTF-specific 4th-level FCC descriptions can be obtained from Class 11 DoD-standard 3rd-level FCC descriptions are available in Class 03 Total Expenses can be computed by adding: Direct Expense Net Month Purified Expense Expense Contributed Stepdown Expense from D accounts Stepdown Expense from E accounts

Hands-on Application Exercise 2

Exercise 2: Challenge Produce a report listing Fiscal Year 2005 Medical/Dental Supplies expenses for Sheppard AFB Hospital (DMIS ID 0113) by fiscal month. Hint – use DoD SEEC Category 8 from Class 5 Pull DoD SEEC Category Description from Class 5

Exercise 2: Approach Results Objects: Conditions: Class 06: Fiscal Year, Fiscal Month Mm, Parent DMIS ID, Direct Expense Net Month Class 05: DoD SEEC Category, DoD SEEC Category Description Class 01: Parent DMIS Name Conditions: Class 06: Fiscal year Equal to 2005 And Class 06: Parent DMIS ID Equal to 0113 And Class 05: DoD SEEC Category Equal to 8

Exercise 2: Results Note: Data extracted 08 July 2005

Class 08: Common Expense Allocation Keys Compatible only with Classes 09 & 10 All values are categorical, no quantitative data included Identifies the type of expense 1 – Direct 2 – Cost Pool 3 – Support Services 4 – Support Services via Cost Pool 5 – Ancillary 6 – Ancillary via Cost Pool 7 – Expense Contributed Provides personnel skill type detail (“N” indicates Non-Personnel Expense) Specific allocation expense contributions. For example, Rx expenses by inpatient FCC, or from a reporting DMIS ID To account for all Ancillary or Support Expenses allocated, you must include expenses “via Cost Pools”

Class 09: Expense Allocated Principal Class compatible with 01, 03, 04, 05, 08, & 11 Exact type of expense is determined by Objects from compatible Classes. (For example, selecting “Expense Indicator” from Class 08 returns expenses by specific Expense Indicator)

Wildcards Wildcards are used with the “Matches pattern” or “Different from pattern” operators Two wildcards are valid in Business Objects “%” represents all characters This query returns all 4th-level FCC’s ending in “5” (APVs) at DMIS ID 0037

Wildcards The second wildcard, “_” represents specific character positions This query returns all 4th-level FCC’s beginning with “A” and having an “X” in the 3rd position (inpatient costpools) at DMIS ID 0037

Hands-on Application Exercise 3

Exercise 3: Challenge Produce a report detailing the FY 2004 pharmacy expenses in support of Ambulatory Internal Medicine by NMC Bethesda (DMISID 0067) reporting MTFs. Hint – use 3rd Level FCC = BAA (Ambulatory Internal Medicine)

Exercise 3: Approach Results Objects: Conditions: Class 09: Net Month Expense Class 08: Fiscal Year, Parent DMIS ID, DMIS ID, 3rd Level Functional Cost Code, Providing Functional Cost Code Class 03: 3rd Level Functional Cost Code Description Class 01: Parent DMIS Name Conditions: Class 08: Fiscal year Equal to 2004 And Class 08: Parent DMIS ID Equal to 0067 And Class 08: 3rd Level Functional Cost Code Equal to BAA And Class 08: Providing Functional Cost Code Matches Pattern DA%

Exercise 3: Results Note: Data extracted 08 July 2005

Class 20: FCC Expense Summary Principal Class compatible with 01, 03, 04, & 11 Includes aggregated expense components after purification of cost pools – therefore double counting occurs Total Expense is the sum of all cost components detailed

Class 21: FCC Summary Principal Class compatible with 01, 03, 04, & 11 Includes summary workload, FTE, and expense data by FCC. Enables easy linking of workload, personnel, and expenses in a single query Ancillary FCCs only Non-Purified FTEs Direct Expense Purified Expense Stepdown Expense Contributed Stepdown from D Stepdown from E Salary expenses are pre-purification + Admin Clerical Salary Clinician Salary DC Professional Salary DC Para-Professional Salary Registered Nurse Salary Total Expense + Personnel Direct Expense

Hands-on Application Exercise 4

Exercise 4: Challenge Produce a report detailing the FY 2005 Ambulatory Total Visits, Clinician Salary, and Direct Care Professional Salary at Brooke AMC (DMISID 0109) by 3rd Level FCC.

Exercise 4: Approach Results Objects: Conditions: Class 21: Fiscal Year, Parent DMIS ID, 3rd Level Functional Cost Code, Total Visits, Clinical Salary, Direct Care Professional Salary Conditions: Class 21: Fiscal Year Equal to 2005 And Class 21: Parent DMIS ID Equal to 0109 And Class 21: 3rd Level Functional Cost Code Matches pattern B%

Exercise 4: Results Note: Data extracted 8 July 2005 (Partial Results)

Review of Objectives

Unit Objectives After completing this module, workshop participants will be able to: Successfully interpret and apply the EAS IV Repository class matrix listing which classes can and cannot be combined Understand the basics of Business Objects Differentiate across the various EAS IV Repository classes and distinguish what type of MEPRS data are contained in key classes. Given specific scenarios and data requirements, build and execute EAS IV Repository queries that satisfy varying report needs. Successfully interpret and apply the EAS IV Repository class matrix listing which classes can and cannot be combined

EAS IV Repository I: Navigating Through the Repository Questions? Comments? Tri-Service 2005 Medical Expense and Performance Reporting System (MEPRS) Conference

Additional Challenge (if time permits) Go to Edit Provider and change Exercise 4 by adding FY 04 and Parent DMIS ID 0037 Walter Reed and 0029 NMC San Diego. RUN it. Go to Slice and Dice. Keep only Total Visits and place PDMIS on top so data is side by side. Show top 3 ranking of 3rd Level FCC. Take ranking off 3rd Level FCC and practice Breaks. Put a Break on PDMIS and show different options. Show SUM calculation on Total Visits and how the order of the icons matter.