1. Business Intelligence (3 of 3): Technically Speaking, This is How We Did It PRESENTED BY

2. Objectives Describe the basic IT concepts (which can be scaled to almost any practice size) behind better reporting tools discussed in the prior two presentations while remaining stable and secure Implement SQL Server Reporting Services to email critical reports and create interactive dashboards. Identify and redesign EMR and PM processes to eliminate duplicate work, reduce errors, and enable reporting.

3. Presenters Shawn McLain, DBA, Systems Programmer, Ortho NorthEast (ONE) Mike Baeske, Software Applications Specialist – Team Leader, Ortho NorthEast (ONE) Nate Moore, Moore Solutions Inc.

4. Gathering the Data Most registration data is stored in PatientProfile table Billing data is stored in PatientVisit, PatientVisitAgg, Transactions, and BillingNote tables Scheduling information is in Appointments table ActivityLog records actions taken in the system, including changing appointment details Majority of tables have pointers to the MedLists table, which contain entries of custom content setup in Administration module Chart data is stored in the DOCUMENT, DOCDATA, and OBS tables

5. Chart Data Saving and Formatting To generate structured reusable data, save information into observations Form components can be linked to an observation: OBSNOW() function can programmatically save values Ideally the data should be saved in a consistent format Checkboxes, dropdown boxes, and radio buttons provide better reportable data Free text entry = bad data

6. Billing Notes Reporting With the addition of the BillingNote table, reporting has been made easier Billing Note Subject lines can be preset and selected in a dropdown:

7. Integrated Reporting Tools Inquiries Crystal Reports GEMS Word Runtime Plugin

8. Inquiries

9. Benefits ⁺ Users can build and modify inquiries themselves ⁺ Links directly to corresponding chart area (Documents, Orders, etc) ⁺ Can synergize with crystal reports Issues ⁻ Limited to filters defined by GE (No order instructions nor modifiers filter) ⁻ Filtering is limited by all “And” conditions or all “Or” conditions

10. Crystal Reports

11. Benefits ⁺ Can build context sensitive reports that are ran from the different modules ⁺ Security can be set from administration module on who can run specific reports ⁺ Possible to update database after running report (Potentially very dangerous if coding has an issue) Issues ⁻ Running the reports can impact the entire system since reports are pulling live data while users are working in it ⁻ Developer must setup report template, user cannot dynamically look at data from different perspectives

12. GEMS Word Runtime Plugin

13. Benefits ⁺ Can easily generate Word documents based on criteria or from a module ⁺ User can modify the document before printing or sending out Issues ⁻ Programming options are more limited than with Crystal Reports ⁻ Have to worry about licensing of document editing software ⁻ Generates file from live data, which could impact users

15. KEY Resources: SQL Server Integration Services (SSIS) Detailed Data copy and manipulation processes. SQL Server Reporting Services (SSRS) Server / Website deployment – Always available Active Directory Enabled – Report file access and control Email, file share, webpage delivery mechanisms – Flexibility SQL Server Management Studio (Database Management) SQL Server Business Intelligence Management Studio (Report and SSIS Package building)

16. SQL Server Integration Services (SSIS) SSIS is available as part of the SQL Server Install

17. SQL Server Integration Services (SSIS)

23. (SSIS) Deploy “C:\Program Files\Microsoft SQL Server\100\DTS\Binn\DTExec.exe” /file “C:\DTS-Packages\OBS Export.dtsx”

24. (SSIS) The Big Gotcha The User account that creates the package runs the package.

25. SQL Server Reporting Services (SSRS) Configure and Use SSRS to deliver reports via email Configure and Use Active Directory to control access to the SSRS site.

26. SQL Server Reporting Services (SSRS) SSRS -> http:// /Reports/

27. SQL Server Reporting Services (SSRS) How Many Users Are logged in?

28. SQL Server Reporting Services (SSRS)

40. (SSRS) Achieved Goals Data available Off the production server Email PDF reports to users, email can contain an html link to the current report Exception Reporting – Using a SQL statement decide IF the report should be sent (Maybe the report is empty) Sensitive reports can be protected through AD group membership

41. Automated Email Examples

46. Setup Tips Data Connections used to pull information from database: Database views can be used to format data and apply filters before sending to Excel (must be careful with filtering, considering the dramatic impact it has on reporting)

47. Duration Reporting

48. Duration Report- Alternative Layout using PivotTable

49. Copay Report

50. Midlevel Availability Report

51. Questions?