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QI Projects and Data Stewardship: Why understanding data is critical for designing a QI project

December 15, 2021
ID
7292

Transcript

  • 00:00And so then, when Roberta.
  • 00:04So I'll give Roberta,
  • 00:05do you go ahead?
  • 00:06She'll start recording.
  • 00:08I'll give you a brief
  • 00:09introduction and you get started.
  • 00:11Let's see just
  • 00:12so that I don't forget and then
  • 00:13we can just edit it later.
  • 00:26I need to will decide outside with
  • 00:29Linda Phan where we'll post this.
  • 00:31Most likely it's going to be someplace.
  • 00:36Related to GME and we'll,
  • 00:39we'll put it in our Internet,
  • 00:42and they want anybody in our Internet.
  • 00:44Anyone that has it?
  • 00:46A net ID can look at.
  • 00:53Do you have any
  • 00:53moving parts to your presentation
  • 00:55that you wanted to try out now?
  • 00:57Are there any videos or animations?
  • 01:01Well, the first thing wasn't like
  • 01:03I have to navigate through here.
  • 01:08Well, looks like looks good.
  • 01:09Yeah it does. Stuff in here.
  • 01:16You wanna put on your title.
  • 01:17There we go, so Roberta, why don't
  • 01:20you open it up for everybody I mute?
  • 02:00Although I'm just going to grab a pen
  • 02:02and realize I have nothing to write with.
  • 03:59Recording.
  • 04:23Although quick check when I bring up
  • 04:25the chat, does it hide my slides?
  • 04:32No perfect.
  • 05:05Well hello everybody,
  • 05:07I'm all the pressure to thank
  • 05:09you for for joining us today.
  • 05:11We have a great session for you.
  • 05:15I'd like to remind you to
  • 05:18just mute your microphones,
  • 05:20and this session will be recorded and
  • 05:23will be available to you later through
  • 05:27the Department of Medicine Intranet.
  • 05:30So today we have a.
  • 05:33It's a great pleasure for me
  • 05:34to introduce Dr Nita Kashyap,
  • 05:36who's the associate chief Medical
  • 05:38Information Officer for the health system.
  • 05:41I've worked with Nita for many
  • 05:43years and I'm pretty sure that.
  • 05:45If you've had to do anything related to
  • 05:48electronic data in the health system
  • 05:51or with clinical decision support,
  • 05:53you have worked with her and I'm
  • 05:55certain you've had a great experience.
  • 05:57She's been a great partner and what
  • 05:59she will be doing today is discussing
  • 06:03the importance of understanding data
  • 06:05and where data comes from not only for
  • 06:10quality improvement projects, but but,
  • 06:13and this is where I come here in.
  • 06:15In terms of my quality and safety umbrella,
  • 06:18but this really has an impact and
  • 06:21impact on how data are handled
  • 06:23in the clinical realm for those
  • 06:26involved in program development
  • 06:28and even in clinical research.
  • 06:30So I'm this will be a great session.
  • 06:33I look forward to your participation.
  • 06:35I think need two for joining us and
  • 06:38look forward to a great discussion.
  • 06:42Thank you, although you make it sound good,
  • 06:45but I hope people will find it useful
  • 06:48and after the next several minutes
  • 06:50that we'll be spending together.
  • 06:53So this is, uh, I guess for you,
  • 06:55if you've ever thought about
  • 06:57doing a process improvement or
  • 06:59quality improvement project,
  • 07:00and hopefully you'll get a sense of
  • 07:02what tools you actually already have
  • 07:05at your fingertips that you may or
  • 07:07may not have used or take away some
  • 07:10good information as we go along.
  • 07:13Our goals for today or three fold up
  • 07:18hopefully to give you an idea of some
  • 07:20key concepts around data quality.
  • 07:21Interpretation,
  • 07:21sort of lose some awareness on data
  • 07:25and reporting resources that we have
  • 07:27and then we'll go through a very quick
  • 07:30overview of how data and knowledge of
  • 07:32this background information is helpful.
  • 07:34As you design QA processes specifically
  • 07:37around designing smart aims and
  • 07:41success measures for your projects.
  • 07:44Uhm, it's going to be a busy agenda.
  • 07:46Hopefully you can all keep pace with me.
  • 07:48And if you find I'm talking too fast,
  • 07:50please do use the reactions in the
  • 07:52zoom to let me know to slow down.
  • 07:54Also,
  • 07:55I would love to see you all and
  • 07:58left to see reactions on zoom
  • 08:00and chat as we go along.
  • 08:02And I know although keep us honest and
  • 08:05on track on time here so we'll touch on
  • 08:09just some definitions to get us started.
  • 08:13Talk about what data and data types we have.
  • 08:16I'll touch on data resources and then
  • 08:19do some fun exercise on designing goals
  • 08:22and share with you some examples.
  • 08:25Now starting the definitions,
  • 08:27nothing ever starts if you don't
  • 08:29define it well,
  • 08:30you've all probably seen these
  • 08:33definitions of quality improvement
  • 08:35shared through multiple channels.
  • 08:37Institute of Medicine defines it,
  • 08:39and so does the Institute of Healthcare
  • 08:42Improvement and and we've used tools
  • 08:45and tactics from both organizations.
  • 08:48In quality improvement processes,
  • 08:50both relate to services and also to outcomes,
  • 08:56so keep that in the back of your mind
  • 08:58as you go through the rest of the
  • 09:01information here as to what to what
  • 09:03are you hearing about services and
  • 09:06outcomes and where data comes in handy.
  • 09:08When you think about data stewardship,
  • 09:11the two concepts seem very desperate and
  • 09:13that's why they're in two separate boxes.
  • 09:16Quality improvement and data.
  • 09:17I'll start by using a definition
  • 09:20from Merriam-webster on what
  • 09:22stewardship actually means,
  • 09:24and it is the careful and
  • 09:27responsible management of
  • 09:29something interested in ones care.
  • 09:31And this is a theme that you will
  • 09:34see resonate through the rest of
  • 09:37the conversation. But also U.S.
  • 09:39National Library of Medicine at
  • 09:41the NIH goes in a little bit deeper
  • 09:44than what data stewardship means.
  • 09:45I think it's a very sort of
  • 09:48lofty definition with big words,
  • 09:50but it doesn't give me that same ethos
  • 09:52as the Merriam-webster definition.
  • 09:54This, but it does go around the acquisition,
  • 09:57storage, aggregation,
  • 09:59Deidentification release and use of data.
  • 10:02So sure, that's data stewardship,
  • 10:04and hopefully by the end of
  • 10:06this conversation we'd be
  • 10:07able to connect these two.
  • 10:09Concepts in a meaningful way.
  • 10:14So let's start by understanding
  • 10:16we're told to be data driven.
  • 10:19What exactly does it mean? Uhm, it?
  • 10:24Have you heard this phrase before?
  • 10:28Any reactions, not sure?
  • 10:30And what does it mean to you when when you
  • 10:33hear you know based being data driven,
  • 10:36you thinking of an image of a dashboard
  • 10:39that you're going to or you're thinking
  • 10:41of how you're capturing some data,
  • 10:42or why I'm capturing this data when I'm
  • 10:46being asked to for one more field to fill
  • 10:49in all of those questions are valid.
  • 10:52It starts by understanding what you
  • 10:55want to actually do with the data.
  • 10:59That you're being asked to talk about and.
  • 11:02Data is only as good as the questions
  • 11:06you ask. Data does not think it
  • 11:08is not a thinking Organism.
  • 11:10We are, so that's kind of the the big
  • 11:13thing is we have to ask the question
  • 11:15and smarter we are in asking questions.
  • 11:17The better chance we have to
  • 11:19glean more information from it.
  • 11:21To me, that means being data driven
  • 11:24is to understand that I get to ask the
  • 11:26question and it is my responsibility to
  • 11:29understand the circumstances around it.
  • 11:33So if being data driven means
  • 11:35asking the right questions,
  • 11:37let's try to formulate the right
  • 11:39question in the clinical context.
  • 11:41Well,
  • 11:41you're going to need a few basic
  • 11:43things to formulate a question.
  • 11:45You of course need the clinical
  • 11:47question and the workflow that
  • 11:49you're trying to answer some basic
  • 11:52knowledge of Boolean operators,
  • 11:54specifically three of them and or not,
  • 11:57and we'll kind of run through some
  • 11:59of those in a few minutes and.
  • 12:01Some deep dives into what clinical
  • 12:03data is and what types of data are
  • 12:07important in the clinical world.
  • 12:09You can probably think of a few
  • 12:12different things already and I'll
  • 12:14touch on some layers as we go along,
  • 12:17and then other important thing is
  • 12:19our own organizational structure,
  • 12:21and that's helpful when you're
  • 12:23asking the question of your data is
  • 12:26what are you telling me and that's
  • 12:28that should become clearer as we
  • 12:30talk through these things.
  • 12:32OK,
  • 12:32starting with clinical question and
  • 12:34I know Lydia couldn't join us today,
  • 12:37but this is something that we worked
  • 12:39on many years ago for Nathan Smith.
  • 12:41Patients with HIV.
  • 12:42So there's a need for those HIV positive
  • 12:45patients to be seen at least twice a year,
  • 12:49which means we could look to see who has
  • 12:52had at least two visits in a 12 month period.
  • 12:55But for a Qi project,
  • 12:57if we're going to look retrospectively,
  • 12:58we've missed the boat on seeing
  • 13:00them twice a year, right?
  • 13:01So what she wanted to know was?
  • 13:04Show me all the HIV patients positive
  • 13:07patients in this clinic who have not
  • 13:09been seen in the past six months notice.
  • 13:12We turned the thing a little upside down,
  • 13:14but this way we're able to get them
  • 13:17to be seen before that 12 month Mark.
  • 13:20Tires so Qi projects often.
  • 13:22We need to look at a prospective look
  • 13:24on data and which means reformulating
  • 13:26our clinical question so that we
  • 13:28can have a data question that allows
  • 13:30us to do
  • 13:31quality improvements.
  • 13:32Not a retrospective look. OK.
  • 13:36Here's an example of a very simple.
  • 13:40Definition of uncontrolled hypertension.
  • 13:41This one comes from JNC 8 you'll
  • 13:45see three criteria based on age
  • 13:47and patient's condition and any
  • 13:49one of those criteria being met
  • 13:52defines uncontrolled hypertension.
  • 13:53So in this case whoever is going to
  • 13:57write the question is going to slay.
  • 13:59I want a list of patients with
  • 14:02uncontrolled hypertension who meet either
  • 14:05criteria one or two or criteria 3.
  • 14:08Keep this example in mind.
  • 14:10We'll come back to this a
  • 14:11couple times in the future.
  • 14:15OK, here's one that, UM,
  • 14:20I want this one to stay with you.
  • 14:22Understanding your data is like
  • 14:25understanding your children and.
  • 14:28And why do you think I say that is
  • 14:31because I really don't know what
  • 14:34my children are trying to tell
  • 14:36me unless I ask the questions and
  • 14:38I have to be careful asking the
  • 14:41questions because it's not always
  • 14:43clear their reasons behind it.
  • 14:45And then I have to keep a close
  • 14:47eye on things because disasters
  • 14:48can happen otherwise.
  • 14:49So if you don't keep an eye on your data,
  • 14:52you may find something has changed in
  • 14:53the matrix and you didn't realize it.
  • 14:58Now, just like our children,
  • 15:00data is telling us a story we have
  • 15:02to glean the information like in the
  • 15:05image that I had on the previous slide.
  • 15:07Something was happening in that household,
  • 15:10but there's always a story and
  • 15:12you're not going to get the answers
  • 15:14unless you start asking the questions
  • 15:17and piercing together the puzzle.
  • 15:19So data will tell you a story,
  • 15:22but we have to glean the information from it.
  • 15:25And if you've heard any of these
  • 15:27Qi lecture series or Beth Emerson
  • 15:30makes an elegant point of it is very
  • 15:32important to understand the workflow.
  • 15:34Be out there,
  • 15:35not what you think is happening,
  • 15:37but observing it going out to the gamba.
  • 15:39If you've heard that language
  • 15:42in Qi lectures before,
  • 15:44so it is really key again,
  • 15:46even if you're trying to understand.
  • 15:50How your data is captured,
  • 15:51you're going to want to know
  • 15:54that piece of information.
  • 15:55OK, this is going to be
  • 15:57a very meaty discussion,
  • 15:59so I'll leave this for your perusal here.
  • 16:02But I'll be talking a lot over
  • 16:05these few topics so bear with me
  • 16:08when I asked earlier clinical data.
  • 16:12Hopefully these were some of the
  • 16:14things that came to your mind
  • 16:16as to what clinical data is.
  • 16:17An all touch on five data points.
  • 16:21There are of course several others,
  • 16:22and observations that you
  • 16:24normally would want.
  • 16:25The reasons I picked these five are
  • 16:28these are the ones we often get
  • 16:31started with and need a lot more
  • 16:34definitions when we have to ask
  • 16:37for data starting with diagnosis.
  • 16:39So everyone knows we use ICD 10.
  • 16:42As our nomenclature for writing for ICD,
  • 16:45I mean for diagnosis.
  • 16:47Are you familiar with Snow Medcity?
  • 16:52Any reactions, folks?
  • 16:54Ah, OK, what about vysakh or?
  • 17:00Groupers?
  • 17:03OK, a few nods, so ICD 10 straightforward
  • 17:10vocabulary of a collection of
  • 17:12diagnosis arranged in some hierarchy.
  • 17:15Snow, Med, CT, or systematic
  • 17:18nomenclature of medicine again.
  • 17:22Another hierarchy developed
  • 17:24by the pathologist.
  • 17:26It looks at disease complications,
  • 17:30etiology, symptoms as.
  • 17:33As starting points and then multiple of
  • 17:38those can sort of merge into tree forms.
  • 17:41So what it does and in our system
  • 17:43all of those are mapped to ICD 10s.
  • 17:45What that allows us to do is instead
  • 17:48of looking at 40,000 ICD 10 codes,
  • 17:50I can look at maybe 10 snow Med concepts
  • 17:53and say these are the right ones.
  • 17:56So for example I'm looking for
  • 18:00hypertension rather than looking
  • 18:02at the 110,000 ICD 10 codes.
  • 18:05Define hypertension and its complications.
  • 18:07I could look at the tree and say I
  • 18:10want the situational hypertension
  • 18:12concept taking out of my definition,
  • 18:16but I want to keep the label
  • 18:19hypertension concept so all of those
  • 18:22ICD 10's related to it are captured.
  • 18:25Uhm V SAC or values that authority center.
  • 18:28If anyone of you are working with CMS then
  • 18:31quality measures that are reportable.
  • 18:33Seems requires the use of
  • 18:37these visak groupers.
  • 18:39For their quality measures,
  • 18:41because they're trying to normalize
  • 18:43data across multiple organizations,
  • 18:45so the definitions need to be very,
  • 18:47very specific and they want us to use
  • 18:49codes that are in these vysakh groupers
  • 18:52or values that authority center and
  • 18:54groupers I guess is the general bucket
  • 18:57of it's a box you can throw in ICD
  • 18:5910 in there or snow Med or V SAC.
  • 19:01So you'll have ICD 10 groupers,
  • 19:04somet concept troopers,
  • 19:06or VSAT groupers.
  • 19:07How are they helpful?
  • 19:09If I'm saying I want diabetics over
  • 19:12the age of 65 were on metformin,
  • 19:15I'm going to tell the analysts to say,
  • 19:17do you have a grouper that defines diabetes
  • 19:20and they're going to come back and say,
  • 19:22well, we have this concept.
  • 19:24Grouper that's has diabetes.
  • 19:26You OK using it and your answer
  • 19:28should be let's start there.
  • 19:30Sure,
  • 19:30because it gets you started off
  • 19:33the ground much faster than trying
  • 19:35to collate a ton of code yourself.
  • 19:40The.
  • 19:41Everyone with me so far,
  • 19:43no one's fallen asleep.
  • 19:46Next one over labs,
  • 19:48another common thing that we look
  • 19:51for in in data queries for clinical
  • 19:54purposes order names fairly obvious.
  • 19:58One thing I would suggest is if you're
  • 20:01going to give the analyst and name
  • 20:03or for the order you're interested
  • 20:05in trying to go to the database,
  • 20:07look up in Epic and look how
  • 20:09many versions of orders we have.
  • 20:11There are some tests that have
  • 20:13upwards of 40 different values.
  • 20:15Things that we can order.
  • 20:17You may not always eat in
  • 20:19the inpatient context,
  • 20:20it may become obvious when you're
  • 20:22in the outpatient context and
  • 20:24looking in database look up results.
  • 20:26Why do I call orders and results differently?
  • 20:29Because some orders are ordered panels.
  • 20:32So CBC for instance,
  • 20:33if I'm interested in just in the hemoglobin,
  • 20:36I don't have to pull all the CBCS.
  • 20:37I can just ask for the result
  • 20:39name that says hemoglobin.
  • 20:41The easiest way to look for those
  • 20:43is open or chart. Look at a result.
  • 20:46See what it's called and in there
  • 20:48somewhere in that big screen is
  • 20:51also additional information that
  • 20:53tells you what that means.
  • 20:55That test result is called by the
  • 20:58lab and also if it has a base name.
  • 21:03So in addition to result name,
  • 21:05you may come across two things,
  • 21:07a common name or a base name.
  • 21:10A common name is something that the lab
  • 21:13might use for their internal purposes.
  • 21:15A base name is something that
  • 21:18someone has gone through.
  • 21:20The effort in the database to try and
  • 21:23bring desperate sounding things together.
  • 21:26For example, glycated hemoglobin and
  • 21:29hemoglobin A1C could have the same base
  • 21:32name of A1C when you're riding your reports.
  • 21:35If someone says I have a base name
  • 21:38grouper for this, you're going to say,
  • 21:39yeah, go ahead, use that.
  • 21:41Let's start there,
  • 21:42so please her design to collate
  • 21:44things so you don't have to
  • 21:45go individual cherry picking.
  • 21:47For names anyone heard of Loinc codes?
  • 21:50And that's an acronym.
  • 21:54OK so link is logical observations.
  • 22:00Something and. Names and codes.
  • 22:06Forget what it's up anyhow, it was, uhm.
  • 22:09I think it's identifiers.
  • 22:11So logical. Observations,
  • 22:12identifiers, names, and codes.
  • 22:14Huge mouthful, but it was developed
  • 22:16by the Regent Street Institute back
  • 22:18in the 90s to be the competition
  • 22:22for ICD 10 in the lab world.
  • 22:25So if you think ICD 10s are granular,
  • 22:28loading codes are so granular that
  • 22:30it they go down to the level of the
  • 22:33manufacturer and the instrument.
  • 22:35So the advantage. There, however,
  • 22:37is that they now become machine readable,
  • 22:40so I don't need to necessarily
  • 22:43say have people and eyes to say.
  • 22:46This test is the same as this test
  • 22:48if they're learning code matches,
  • 22:50we can trend them on the same line.
  • 22:53So why is that important?
  • 22:55When you get labs from outside
  • 22:57organizations through care everywhere,
  • 22:58and we have the ability to map
  • 23:02them were quality measures.
  • 23:03If we're getting an A1C from
  • 23:05an outside organization,
  • 23:07we can say that this is the so the
  • 23:09machine can say this is the same test and
  • 23:12give credit in our quality measures cores.
  • 23:15So something to remember as.
  • 23:16Hi, is another things become
  • 23:18more prominent in our state?
  • 23:22OK, everyone with me so far.
  • 23:26It's an OK pace ready to sing.
  • 23:29OK, I'm moving on to procedures.
  • 23:33Those are sort of self explanatory.
  • 23:36Almost everyone knows to look
  • 23:37for CPT codes and there's just
  • 23:40no way other way around those.
  • 23:42Medications are interesting,
  • 23:43one.
  • 23:43You can certainly look by medication name,
  • 23:45but you also know that you can
  • 23:47have generic and brand names,
  • 23:48so you have to account for those,
  • 23:50but there's another way.
  • 23:52Each medication is classified under a
  • 23:55pharmaceutical class or a therapeutic class,
  • 23:58so I can have a sorbs.
  • 24:00Or I can say anti hypertensives which
  • 24:02is a bigger unit and those will pull
  • 24:04in all of the medications of interest.
  • 24:07If you're looking for something of that
  • 24:09nature and just like we talk about.
  • 24:12Loinc codes for labs.
  • 24:14There is RX norm and codes for medications.
  • 24:18RX norms are helpful again in the
  • 24:21same way for interoperability
  • 24:23and quality improvement work.
  • 24:26The NDC's you probably are familiar
  • 24:28with if you're giving medications or
  • 24:30flu shots or anything in the office,
  • 24:32you have to pick the light right NDC?
  • 24:34Because that has the manufacturers
  • 24:36name tide to it.
  • 24:38When there is a recall,
  • 24:39we need NDC information,
  • 24:41not RX norm,
  • 24:42which is why most recalls are
  • 24:45handled by retail pharmacists and
  • 24:47not clinicians who prescribe them.
  • 24:51OK,
  • 24:51this last one is important and
  • 24:53I promise this will be very,
  • 24:55very useful if you get stuck in
  • 24:59what these things actually means.
  • 25:01So if you're interested in certain visits,
  • 25:04there is a distinction that is in the
  • 25:09epic database on what is an encounter.
  • 25:12A visit versus a visit type.
  • 25:15What is a face to face visit?
  • 25:17Do you want ancillary visits
  • 25:19included in your encounters or not?
  • 25:21Are you only interested in hospital or Ed?
  • 25:24All of those things need
  • 25:26to be classified because
  • 25:28an encounter is as broad as
  • 25:30any contact with the system.
  • 25:33For those of you who
  • 25:34practice in the outpatient,
  • 25:35you do telephone encounters.
  • 25:37You do orders only encounter any
  • 25:40contact with the system at a
  • 25:43patient level is an encounter.
  • 25:45When you get to come,
  • 25:48do you want hospital outpatient,
  • 25:50ancillary ambulatory surgical centers?
  • 25:52All of those things need to be
  • 25:56defined to get to the best data
  • 25:59source that you can get for
  • 26:01the work that you're doing and.
  • 26:06I'm not going to go through this table.
  • 26:08This is for you to look at
  • 26:10and reference well.
  • 26:11It's a summary of what we just talked about,
  • 26:13but also things that you must know
  • 26:15and things that are good to know.
  • 26:17So feel free to reference this
  • 26:19whenever you feel the need to for
  • 26:22a refresher and also happy to
  • 26:26be a touchpoint anytime you have
  • 26:29any questions on those things.
  • 26:31This is my last thing about the data,
  • 26:33deep dive and then we'll go on
  • 26:35to more fun things.
  • 26:37This blue box here is all of epic
  • 26:40data and what the other boxes
  • 26:42are trying to tell you is how
  • 26:45organizationally we are structured.
  • 26:46If you're not already clear with
  • 26:49from left to right,
  • 26:50we'll start with Yale Medicine,
  • 26:52Yale Health Center.
  • 26:53Then we have the Yale New Haven
  • 26:55Health System,
  • 26:56which includes any MG and the
  • 26:59hospitals and the hospital campuses.
  • 27:01Then we have community connect
  • 27:03practices who are members of the
  • 27:05medical staff who use EPIC in
  • 27:07their offices and their data is
  • 27:09part of the same database.
  • 27:10We also have two FQHC's,
  • 27:13Fairhaven and Cornell Scott,
  • 27:14who also use Epic and their patients
  • 27:17and data are also in the system
  • 27:20when you're working on a project,
  • 27:22since important for you to ask
  • 27:25for the data where you have.
  • 27:28I guess that you are authorized
  • 27:31to view and also to understand
  • 27:35your aggregate numbers will likely
  • 27:38include this larger group.
  • 27:41Of data set, unless you specify otherwise,
  • 27:45the other important thing here is
  • 27:47that epic is a patient centric record,
  • 27:49so regardless of where the care was given,
  • 27:53if a patient's data is recorded so
  • 27:55it doesn't matter where the blood
  • 27:57pressure was taken or the A1C was done,
  • 28:00it is recorded at the patient level.
  • 28:02The patient attribution happens
  • 28:05based on other things and.
  • 28:08This is probably not the right
  • 28:10forum to go deeper than this,
  • 28:12but just take this home that when
  • 28:14you're trying to define which
  • 28:16data points you're looking at,
  • 28:17this is how the hierarchy works,
  • 28:19and then you may find that.
  • 28:22Not all the data you want is in epic.
  • 28:25There may be outside sources,
  • 28:27so if you're looking for endoscopy data,
  • 28:29it's likely not an epic in a
  • 28:30way that we can report on it.
  • 28:32There may also be a need to do some
  • 28:35manual abstraction for things that are
  • 28:37that don't make into an electronic system,
  • 28:40or if you're looking for
  • 28:43other sort of data points on,
  • 28:46say,
  • 28:46qualitative work.
  • 28:50OK, everyone with me so far.
  • 28:54OK, we're going to go back to
  • 28:56this question now that we've taken
  • 28:57a deeper dive into the data,
  • 28:59we're going to come back up
  • 29:01and formulate that question.
  • 29:02So this is how JNC is defining
  • 29:06and controlled hypertension.
  • 29:08Can I get a reaction from all
  • 29:10of you if this is adequate?
  • 29:12If this definition adequate for a data pull?
  • 29:19Jenay.
  • 29:29OK, I see a lot of maybes.
  • 29:31OK, so here's here's another
  • 29:35way to think about it. Uhm?
  • 29:39Which blood pressure outpatient
  • 29:42inpatient emergency room?
  • 29:45Should I exclude certain locations
  • 29:47where the blood pressure was captured?
  • 29:51The way it's defined,
  • 29:52does it mean that both systolic
  • 29:54and diastolic have to meet the
  • 29:56definition or it's either or
  • 29:58could be above the threshold?
  • 30:01What is how do I define diabetes,
  • 30:03hypertension, secd, right?
  • 30:04So for someone to be able to
  • 30:06actually pull the data for you,
  • 30:08they're going to need a little bit more
  • 30:10granular definition in each of those.
  • 30:12So the clinical questions need to be
  • 30:16split into its constituent elements
  • 30:18so that you can have a data query.
  • 30:21So clinical question needs
  • 30:22to be broken down further.
  • 30:24So on the left hand side,
  • 30:25it's that same clinical question
  • 30:27what I've tried to do on the
  • 30:29right hand side is a data query
  • 30:32from that same clinical scenario.
  • 30:34What you'll notice is that age
  • 30:36is split outside the two blood
  • 30:39pressure components are split,
  • 30:40so major splitting of data elements
  • 30:43happening and then the logic is looking
  • 30:45a whole lot different than the one
  • 30:47you saw before because now you have
  • 30:49to account for all of these combinations.
  • 30:52I mean,
  • 30:52we didn't even go into defining
  • 30:55diabetes because we're going to
  • 30:57use what to define diabetes.
  • 31:00No meds.
  • 31:02Sure,
  • 31:02you can use nomed by brokers of some kind.
  • 31:08Right, so you're going to use
  • 31:10whatever existing definitions are,
  • 31:12because chances are they'll get you
  • 31:13close enough, and then you can always
  • 31:16improve upon someone else's work.
  • 31:18So this should make life a lot easier when
  • 31:21you're going into getting data queries,
  • 31:24time, check for all of us.
  • 31:26How are we doing on time, Roberta?
  • 31:31I think we're good.
  • 31:32It's 12:30 perfect, so we're about halfway
  • 31:36and this is going to get into data
  • 31:40sources and formulating data queries so.
  • 31:44I'll keep us going. Here,
  • 31:47so has anyone heard of Slicer Dicer before?
  • 31:52A few nights I'm happy to hear that.
  • 31:55And I see Richie in the audience.
  • 31:57He's probably get got his hands
  • 31:59on to a few of those.
  • 32:00So if you're in the epic chart,
  • 32:03search the magnifying glass on the top right.
  • 32:05You type in chart search and in that
  • 32:08chart search you type in Slicer Dicer,
  • 32:12it gets you to this screen and what I've
  • 32:14done here is taking that data query that
  • 32:16we put in into this system and divided
  • 32:20into 48 slices and this is what I got.
  • 32:23This is all the patients in that Blue Epic.
  • 32:26Databox who meet the criteria of
  • 32:29uncontrolled hypertension by age group.
  • 32:32So I have four age groups here.
  • 32:34As you can tell,
  • 32:35very handy tool.
  • 32:37It takes a few seconds to compile the data.
  • 32:39It's an aggregate level view,
  • 32:41but it's good for hypothesis testing.
  • 32:44And if you're wondering how to learn
  • 32:46more about it right in that screen
  • 32:48is a very nice tutorial that was
  • 32:50done by one of our nurse analysts
  • 32:52talking through this very example.
  • 32:56OK,
  • 32:56but if you want to look at sort of a
  • 32:58more realistic picture of people you're
  • 33:00familiar with patients you're familiar with,
  • 33:02there is another tool that you can use,
  • 33:06and that's called a reporting work bench.
  • 33:09I will try not to go too deep in there
  • 33:12because there is a very nice tutorial.
  • 33:14If you have access to LMS or learning
  • 33:16management system at the health system
  • 33:18it's posted out there and there are
  • 33:20some resources towards the end of the
  • 33:22slides where you can get more information,
  • 33:25but.
  • 33:25Why is the reporting workbench helpful?
  • 33:27First of all,
  • 33:28you can get to it.
  • 33:30From going to the epic chart or the
  • 33:33top left epic button looking for my
  • 33:36reports and this is just an example of
  • 33:39patients on our opioid registry and
  • 33:42showing some parameters on on on those.
  • 33:46The important part of a work
  • 33:48bench report is because I can get
  • 33:50directly into the patients chart.
  • 33:52From this action menu I can I can
  • 33:55document in this patient's chart.
  • 33:57I can place orders,
  • 33:58send a communication to the patient,
  • 34:00and furthermore I can do bulk
  • 34:03actions across multiple patients.
  • 34:04So if I selected more than one patient here,
  • 34:06I could be placing an order
  • 34:08on multiple patients.
  • 34:09I could be sending in my chart
  • 34:10communication to many, many patients.
  • 34:12So this is a actionable patient
  • 34:16list inside of Epic and.
  • 34:18Again,
  • 34:19just to give you an overview of where
  • 34:21to start and there's other avenues
  • 34:24if you want to take a deeper dive
  • 34:27top left button on an epic button,
  • 34:29look for my reports,
  • 34:30go to library,
  • 34:32and here's a CHEAT SHEET which you probably
  • 34:35won't hear it elsewhere is type A1.
  • 34:39In that search button and what it is,
  • 34:42it's a template that one of
  • 34:44our ambulatory analysts built.
  • 34:45It has the usual things you would want
  • 34:47about an ambulatory patient, like the PCP,
  • 34:50like the last visit and things like that.
  • 34:52And then you can.
  • 34:55You can modify this template
  • 34:57to suit your purpose.
  • 34:58The other thing you can do is there
  • 35:01are thousands of these workbench
  • 35:02reports you can type in something,
  • 35:04and chances are you will get a hit.
  • 35:06So if you type HIV,
  • 35:07there's probably an HIV report here.
  • 35:09Look how many diabetes reports I found here.
  • 35:12So it's easier to modify an existing
  • 35:15one than to create a new one.
  • 35:17So that's another Ave for looking at
  • 35:20data that you might already be familiar
  • 35:24with on patients that you may have
  • 35:26already have access to their chart,
  • 35:27and you're not violating any HIPAA
  • 35:30here because those are somehow have
  • 35:32a treatment relationship with you.
  • 35:34OK, what are some of the other sources?
  • 35:37Has anyone heard off the analytics portal?
  • 35:43OK, so if you're on the intranet at the
  • 35:46hospital and the address is up here,
  • 35:48but what it is, it's collecting all of
  • 35:50the different reports and dashboards
  • 35:52and variety of different avenues.
  • 35:54Some are in epic summer outside
  • 35:57and also it tells you.
  • 36:00Uhm, the volume of reports and analytics
  • 36:02that we have available at our fingertips
  • 36:05through our joint data analytics team.
  • 36:08This gives you a 12 month rolling numbers
  • 36:12on how many Helix requests for data we get.
  • 36:17One thing to notice,
  • 36:18we churn out a lot of data requests
  • 36:21and reports and dashboards.
  • 36:23The other thing to note is what
  • 36:25you're looking for is probably here
  • 36:28rather than waiting for a request.
  • 36:30Uhm, and the other thing to note
  • 36:32is if you're looking for aggregate
  • 36:35data that's not very specific.
  • 36:37Try one of those self-help tools,
  • 36:39because chances are with these
  • 36:41kinds of requests,
  • 36:42they're working on something.
  • 36:45And your request might wait a
  • 36:47little while before they get to it.
  • 36:50The other thing I want to touch on is an
  • 36:53example of dashboards that are in EPIC.
  • 36:57The way you get to them is.
  • 36:59So the epic button look for my dashboards.
  • 37:02UM, this is an example of a
  • 37:05population health dashboard,
  • 37:06and for those who are in outpatient
  • 37:10doing quality improvement,
  • 37:11and there are a few things I
  • 37:13want to highlight here.
  • 37:14One is of course this is that bar
  • 37:17graph icon that will tell you that
  • 37:20you're on the dashboard page in.
  • 37:23Here is where you can search
  • 37:25for other dashboards.
  • 37:26So whatever your default dashboard is
  • 37:28probably going to be the physician dashboard.
  • 37:30Uhm,
  • 37:30click on this little icon and see
  • 37:33what else you can find that might
  • 37:35be of interest to you and that we
  • 37:36might have already have access to
  • 37:38that you didn't know off the pop
  • 37:40health dashboards are available
  • 37:42for all physicians and residents.
  • 37:44My login department and name
  • 37:46is already pulled in here,
  • 37:48so the data I'm showing is not mine.
  • 37:50It's doctor Connelly who's in MG doctor
  • 37:52and a close friend and colleague.
  • 37:55Uh, and what it shows here.
  • 38:00All of these widgets come from
  • 38:02chronic disease registries that
  • 38:03were correlated with your help,
  • 38:05with some of the experts within the
  • 38:08organization and they have already
  • 38:11have standardized definitions,
  • 38:13so they're all coming from a
  • 38:15preventive care definition registry
  • 38:17of chronic kidney disease, asthma,
  • 38:19COPD, diabetes, hypertension, CDs.
  • 38:23What am I missing?
  • 38:24Scroll through when you get to this.
  • 38:26Page and see what others are out there.
  • 38:29The other thing is that each of
  • 38:31these quality metrics are based on
  • 38:33national quality forum definitions.
  • 38:35Again thoroughly validated,
  • 38:36so if you're looking for a project
  • 38:40to work with your residents or
  • 38:42for yourself and this you find
  • 38:44one that's important to you.
  • 38:46It your definition, your data,
  • 38:49your department's data,
  • 38:51your epic department's data are
  • 38:53here and can be tracked overtime.
  • 38:56Those sparklines are actually showing trends.
  • 38:59You can look at the definition
  • 39:01by going in this
  • 39:03icon and remember that Workbench
  • 39:05report that actionable list you
  • 39:08can run one right here to find the
  • 39:10patients who are not meeting this
  • 39:12quality measure and maybe send all of
  • 39:14them a message if you want it too so.
  • 39:16Those are some of the things too.
  • 39:19And tools that you have handy now
  • 39:21that you could go and explore.
  • 39:23OK, so in all of these things,
  • 39:26if you were asked me that question and
  • 39:28what exactly is the best data source,
  • 39:30tell me one place this is going to
  • 39:32be my answer, each one to their own.
  • 39:34It's like it's like when you want to
  • 39:36eat cake and I'm sorry I'm talking
  • 39:38about this in the noon hour and you
  • 39:41guys are skipping lunch because of this.
  • 39:43But this is how it happens when
  • 39:45we want cake in our family.
  • 39:47One of my kids likes to bake.
  • 39:49This is what she turns up.
  • 39:51The other one also likes to bake but
  • 39:53doesn't like the big from scratch.
  • 39:55And this is me.
  • 39:56I'm OK with the store barking,
  • 39:58so each one to their own and you find
  • 40:01the one that works best for you in
  • 40:03the time that works best for you.
  • 40:05And hopefully today you got an
  • 40:07idea of what is out there.
  • 40:09Yeah OK,
  • 40:10switching gears a little bit in
  • 40:12the last few minutes on how do
  • 40:15you use this information.
  • 40:16So there are three stages in a project
  • 40:18where you might have a need for data.
  • 40:21One is when you need some baseline
  • 40:23information when you're planning a proposal.
  • 40:24The second is when you actually
  • 40:26crafting a smart aim where you need
  • 40:28some more targeted data because
  • 40:30you're going to put some goals
  • 40:32out there and then the third is
  • 40:34when you're measuring impact.
  • 40:35So if we keep going through
  • 40:38with that thought.
  • 40:40Here's an example on the right
  • 40:41hand side of a workflow.
  • 40:43Remember, I said we're closer important.
  • 40:45This is a workflow on data flow
  • 40:49diagram for how we do flu data
  • 40:52reporting for the hospitals for CMS.
  • 40:54It's an annual exercise and we've
  • 40:56done that for many years and it's an
  • 40:59onerous exercise for the team that does it.
  • 41:02So this time these last few years
  • 41:05we've chronicled how we get this flu
  • 41:08data and when we try to improve.
  • 41:11The process it's important to note
  • 41:13that there are some places that we
  • 41:15have the flu information discretely.
  • 41:17For everybody else,
  • 41:19the clinician gets a survey to answer.
  • 41:22So when we are designing a project.
  • 41:25We could choose to say, well,
  • 41:27I'm going to improve the active
  • 41:30medication staff vaccination capture rate.
  • 41:33Uh,
  • 41:34by a certain percentage in a
  • 41:37certain flu season.
  • 41:38By getting more data resources right
  • 41:42so I will supplement this AC health
  • 41:45system by information that comes from EPIC.
  • 41:48For instance,
  • 41:49it needs consent and whatnot,
  • 41:51but that was the project that we did.
  • 41:53Or we could say one of our quality
  • 41:55goals is that fewer people get to
  • 41:58answer this survey because it's
  • 41:59an additional burden for busy clinicians.
  • 42:02So you could tackle any part of the workflow,
  • 42:06but you're going to need the workflow
  • 42:07to understand how to make improvements,
  • 42:09and you may need some some data points to
  • 42:13know what the numbers are. With me so far.
  • 42:18OK.
  • 42:22There we go, so measuring
  • 42:24success is I guess the next part
  • 42:28you all know measures come in outcome
  • 42:31process and balancing flavors.
  • 42:34You need inclusion exclusions and
  • 42:36exceptions in the denominators.
  • 42:38So far we pay a lot of attention
  • 42:40to like who's meeting what.
  • 42:42I want them to meet, who's not meeting
  • 42:47a criteria or desirable action.
  • 42:50What we forget is that the real power lies
  • 42:54in identifying the correct denominator.
  • 42:57So if you measure the whole of epic data,
  • 43:00you're diluting your denominator right there,
  • 43:02so your proportions are going
  • 43:04to look really bad.
  • 43:05But but this is what you're going
  • 43:08to need is define your inclusion
  • 43:10exclusion and exception.
  • 43:12Exclusions are valid reasons where
  • 43:16care doesn't need to occur there,
  • 43:19of course removed from the denominator.
  • 43:20Exceptions are when there's individual
  • 43:24judgment or individual reasons.
  • 43:27That's patient based.
  • 43:28Keep those two in mind,
  • 43:30but at the end of the day they're
  • 43:32both removed from the denominator
  • 43:34on the right side.
  • 43:35As an example,
  • 43:36there's a measure for depression
  • 43:38screening that anyone having a
  • 43:40visit during a calendar year.
  • 43:42Uhm,
  • 43:43should get a depression screening
  • 43:45and most of you are probably using
  • 43:47the PHQ 9 depression screening.
  • 43:49So let's say we had 100 patients
  • 43:52with a visit, five had depression,
  • 43:5410 declined the screening.
  • 43:56What's my denominator now?
  • 44:02Is it 100? Is it 95?
  • 44:07Is it 85?
  • 44:13Sorry, I had to whip out
  • 44:15my calculator for this one.
  • 44:17So let's go in here it will.
  • 44:19You will take both of these out from the UM,
  • 44:22from the denominator,
  • 44:24because those people one is an
  • 44:26exclusion and the other is an exception.
  • 44:29Uh, this is an example and
  • 44:31I don't want to dwell on it,
  • 44:32'cause you've probably seen it before,
  • 44:34but it's an electronic clinical
  • 44:37quality measure definition from
  • 44:39centers on poor control of diabetes,
  • 44:41but I use that as an example
  • 44:43to say this is how they.
  • 44:45They define how we should be
  • 44:47pulling data for this measure.
  • 44:50Use that as a template the next time you
  • 44:52find yourself having to design A measure,
  • 44:55and so we use this in here when
  • 44:59we were doing the flu reporting.
  • 45:01And how does that translate?
  • 45:03So focusing on the denominator
  • 45:06here we said OK,
  • 45:07all active medical staff
  • 45:09who've had the flu shot.
  • 45:11We need to tell CMS about it.
  • 45:13OK, well what's active Med
  • 45:14staff is does active include,
  • 45:16refer and follow clinicians?
  • 45:18What about people who are on
  • 45:20leave of absence or vacations,
  • 45:21or sabbaticals during the flu season?
  • 45:23What?
  • 45:24What happens when you join the
  • 45:25medical staff or leave the medical
  • 45:27staff during the flu season?
  • 45:29Are we including you in
  • 45:30the denominator or not?
  • 45:32So those are the kind of questions we
  • 45:34need to tease out. Uh, in terms of.
  • 45:37Who has had the flu shot?
  • 45:39Well, that's easy to say flu shot,
  • 45:43but there are people who
  • 45:45have valid exemptions.
  • 45:46We give medical and religious exemptions.
  • 45:51Some people have allergies.
  • 45:53We also talked about the
  • 45:55self attestation survey.
  • 45:56So are all of those going to
  • 45:57make it to the numerator?
  • 45:59Again,
  • 45:59this is more to provoke the
  • 46:01kind of thinking we all have to
  • 46:04do to define our numerator,
  • 46:05denominators to get to the actual measure.
  • 46:10OK,
  • 46:10I promise this is the one last
  • 46:12concept I'm going to talk about,
  • 46:14and then we'll wrap up for any questions so.
  • 46:18Uh,
  • 46:18this is the story about survivorship
  • 46:21bias and you may have come across
  • 46:24in different areas of discussion.
  • 46:26This is a diagrammatic representation
  • 46:28of World War Two planes and each
  • 46:31of those tots shows where these
  • 46:33claims got hit when they came
  • 46:35back after their sortie.
  • 46:36So the question for the Navy was
  • 46:39how do we reinforce these planes
  • 46:41so they can last us longer?
  • 46:43Because clearly they are very effective.
  • 46:45They can fly behind enemy lines.
  • 46:47So what was proposed was to reinforce
  • 46:50the areas that are shown in red dots here.
  • 46:53But that made those planes really
  • 46:55heavy and they couldn't possibly
  • 46:57take off to fly and so this was
  • 47:01the dilemma that was happening
  • 47:03and there was one person who
  • 47:05didn't agree with this approach.
  • 47:07He instead proposed that we
  • 47:09reinforce the areas that are
  • 47:11shown by the arrows ABC and D.
  • 47:16Anyone have a guess why and
  • 47:18feel free to unmute yourself?
  • 47:20It was clean, planes came back 'cause
  • 47:23they weren't shot in those areas.
  • 47:25So they survived. Yeah, correct
  • 47:27exactly. So this is Abraham Wald.
  • 47:30He was a statistician in the in the
  • 47:32department and he this was exactly
  • 47:34the question he says you have found
  • 47:36the planes that came back but
  • 47:37not the ones that didn't make it.
  • 47:40You need to reinforce the other
  • 47:42areas so it's always good to ask
  • 47:44what am I not measuring is this?
  • 47:47Is this the right sample to answer
  • 47:49my question and fundamental things
  • 47:51that often get forgotten when
  • 47:53you're too close to the weeds,
  • 47:55but just I thought it would
  • 47:57be a helpful reminder.
  • 47:59As promised, I was the last concept to here.
  • 48:03I'll summarize by saying there are four
  • 48:06important things to take away from today.
  • 48:08One is that asking the right question is
  • 48:11really the key in quality improvement,
  • 48:14and you also have to turn a
  • 48:16clinical query into a data query,
  • 48:18which means being a big splitter
  • 48:21in some ways.
  • 48:22The second is you have to really
  • 48:25know your data and keep an eye on it
  • 48:28just like you do on your children.
  • 48:30There are many data sources and
  • 48:32good enough is usually enough,
  • 48:34especially when you're starting off,
  • 48:36so don't hesitate to take a deeper dive.
  • 48:40And then lastly,
  • 48:41can this data set answer my question?
  • 48:42What's not represented in my data set?
  • 48:47And with that I want to thank
  • 48:48you for your attention.
  • 48:49I know you guys have the great
  • 48:52responsibility of improving clinical
  • 48:53quality care and with that comes
  • 48:55a great responsibility and that
  • 48:57responsibility is what we were talking
  • 48:59about called data stewardship.
  • 49:02And I'm open to any questions,
  • 49:05although anything on your end
  • 49:08thank you very much.
  • 49:09This was very informative.
  • 49:10There are many questions in the chat.
  • 49:12I try to piece them together and
  • 49:16will start asking so one reminder
  • 49:19this lecture is being recorded.
  • 49:21It will be posted in the Department
  • 49:23of Medicine, Intranet or you
  • 49:24need is a meter ID to do that.
  • 49:26You can go into the Department of
  • 49:30Medicine webpage and you will find.
  • 49:32A link to the Internet.
  • 49:35Uh, so give us a few days
  • 49:38to to get it posted.
  • 49:40We can share the slides.
  • 49:42I'm assuming the two would you be
  • 49:45willing to share the slides and we will.
  • 49:48We will need to just.
  • 49:50Probably posted also in our intranet
  • 49:54the so some some questions here.
  • 49:57So the first one has to do with the
  • 50:00dashboards and one of the and there are
  • 50:03two questions that came related to that.
  • 50:06One is how far are we from
  • 50:10segmented dashboards including
  • 50:11data on race and ethnicity?
  • 50:16That's a big question,
  • 50:17and I see Linda asked the question.
  • 50:20So Linda, we have a lot of
  • 50:22dashboards already summing up,
  • 50:23pick some outside.
  • 50:24It depends on the topic that you're
  • 50:26looking at, and because race and
  • 50:29ethnicity is captured in epic,
  • 50:31we often can show race and ethnicity
  • 50:34distribution for almost any data
  • 50:36set that's coming out of epic.
  • 50:38The one caveat there is the data
  • 50:41is only good as as good as how
  • 50:43it was when it was captured,
  • 50:45so we have a lot of gaps.
  • 50:47In our race and ethnicity data capture rate.
  • 50:50Because.
  • 50:52Can understand there's a lot of others,
  • 50:54or patient refuses to answer type
  • 50:57questions which render it a lot less useful.
  • 51:01But because the data is captured,
  • 51:03we can show it it's not universally
  • 51:05displayed in every dashboard because
  • 51:07most of the dashboards are not
  • 51:09something the analyst designed.
  • 51:11It's coming from a request
  • 51:14from someone like yourself,
  • 51:16so as the awareness for sort of
  • 51:20diversity equity inclusion grows.
  • 51:23It probably will become a standing
  • 51:25part of most of our datasets.
  • 51:29So the second one,
  • 51:31related to two that came comes from
  • 51:34Elaine Fajardo which has to do with the.
  • 51:37If I understand it correctly,
  • 51:38she wants to find out how can the
  • 51:42architecture of a dashboard be identified.
  • 51:46So how can one understand how
  • 51:50the data that's in a dashboard?
  • 51:54What the workflow of that data,
  • 51:56the architecture?
  • 51:57For for, for a dashboard,
  • 51:59how can that be known by an end user?
  • 52:03Most of the dashboards that are outside
  • 52:06of Epic will have an about page and
  • 52:09and which will tell you information
  • 52:11on where this was pulling from,
  • 52:13who requested it and when.
  • 52:15What's the look back and standard
  • 52:18definitions that are being used.
  • 52:20And also I will say looking for the
  • 52:24Helix logo on your dashboard gives
  • 52:26you a sense that this went through
  • 52:28that rigorous validation process
  • 52:30because as you as you saw here,
  • 52:34I can create a dashboard,
  • 52:35but it's probably not as good as what
  • 52:37our team comes with and we also have
  • 52:39a population health team that does
  • 52:41this kind of population data analysis.
  • 52:43So look for that about page and
  • 52:46then if you have any questions
  • 52:48on sort of more detailed on.
  • 52:51Like what definition of
  • 52:52diabetes did you use here?
  • 52:54That is often something deeper that
  • 52:56may not be for a general audience,
  • 52:58so I can help connect the dots there.
  • 53:03Uhm? Need to a. There was a a request
  • 53:08for share of the links, important,
  • 53:12particularly to the analytics portal.
  • 53:15Can you explain to people why is it that
  • 53:18sometimes they try to log on and cannot?
  • 53:21So can you justify what are the the
  • 53:24the permissions that are required?
  • 53:27Where do you have to be logging on
  • 53:30from to get access to that please?
  • 53:33Analytics portal is on our
  • 53:36intranet at the hospitals.
  • 53:37If you're on the hospital network,
  • 53:39you should be able to get onto it.
  • 53:41What report or dashboard you see from
  • 53:44there depends on the level of access,
  • 53:47so there are some executive for
  • 53:50leadership dashboards that you won't
  • 53:52see or may not have access to.
  • 53:55Their might be dashboard safe for the
  • 53:58heart and Vascular Department and so hard,
  • 54:01and vascular leadership is seeing those,
  • 54:03but none of us have.
  • 54:05Access to those so it depends
  • 54:08on your reporting access.
  • 54:09When you get into the epic dashboards.
  • 54:12Similar things apply.
  • 54:14Mostly aggregate data is visible.
  • 54:17Aggregate clinical data is
  • 54:19visible to most clinical users.
  • 54:22When you get to patient level information,
  • 54:24it's it's likely limited to
  • 54:27patients you have access to in your
  • 54:32epic roles and responsibilities.
  • 54:34So if you have.
  • 54:36Uhm, if you practice, say,
  • 54:38a digestive disease and temple,
  • 54:40you can see patients over there,
  • 54:41but not the Long Wharf practice or not
  • 54:43the NMG digestive disease patients.
  • 54:48I'll let that get to what you had in mind.
  • 54:52Well, I think so.
  • 54:53It was a question from there were a couple
  • 54:56of questions from from the audience.
  • 54:58There is a question that has to do with
  • 55:03Workbench which is in the IT comes
  • 55:05phrased as is the dashboard for your
  • 55:08patients or other workbench reports.
  • 55:11For your patients.
  • 55:12How do you replicate the dashboard?
  • 55:15The report for a group of providers?
  • 55:18For example, resident or a group?
  • 55:24And why don't you answer that?
  • 55:26I I may be able to give some
  • 55:28practical answers to that from
  • 55:29an administrative perspective.
  • 55:31Sure, I'll give the short answer
  • 55:33then it is possible to do.
  • 55:36If you want to get hands
  • 55:38on to a workbench report,
  • 55:39couldn't hurt to try,
  • 55:41but you go into edit and then you can
  • 55:45edit by PCP or encounter provider.
  • 55:48And a few additional things which will
  • 55:51take some practice to get familiar with.
  • 55:54But technically it's possible to do.
  • 55:56I know that some of our.
  • 56:00Pediatric faculty do that for
  • 56:03the residents in the clinic.
  • 56:06So, and that question came from
  • 56:08Christine Krueger from and and Christine.
  • 56:10The practical answer is that yes,
  • 56:13your any report that you build will be
  • 56:16limited by the authority that you have
  • 56:20to access certain a certain population.
  • 56:23So for you it will be your patience
  • 56:26comes under my patients. In the.
  • 56:29If you need something that's
  • 56:31error greater level, for example,
  • 56:34if it's something that the hkcu
  • 56:36would have to do to have access
  • 56:39granted by the clinical leadership.
  • 56:42So for example,
  • 56:43then Tobin would be able to see
  • 56:46the totality of the report,
  • 56:48so and that's restricted to the epic
  • 56:51departments that are connected to
  • 56:53an individual section or program,
  • 56:56so so there's a little bit of complexity,
  • 56:59but it's doable. You just.
  • 57:01There there needs to be added access
  • 57:03granted to you and that's that's the
  • 57:06the the the issue of restriction there.
  • 57:10Sorry, my question is actually for
  • 57:12the dashboard itself, not for.
  • 57:14I know how to run a report
  • 57:15and add additional people,
  • 57:16but for the dashboard I noticed
  • 57:17that you had some metrics on there.
  • 57:19Can you only ever see the
  • 57:21dashboard for yourself or is there
  • 57:23like a department dashboard?
  • 57:24So if you remember on the dashboard
  • 57:26there was a left hand side and the
  • 57:28right hand side the left hand side was
  • 57:30the clinician, the right hand side.
  • 57:32Was the department the login
  • 57:34department of the Clinician? Yep.
  • 57:37The there were some.
  • 57:40There was a general question
  • 57:43about from Adrian de Silva on
  • 57:46to start a quality improvement
  • 57:48project requiring data from EPIC.
  • 57:51Whom should I reach out to for
  • 57:53guidance or help to gather the data?
  • 57:58I can take PT.
  • 57:59Oh and need to and there's an
  • 58:01added a second part to that
  • 58:03question that has taboo to do
  • 58:05with institutional approval.
  • 58:07Whenever whether IRB
  • 58:08approval is needed, yeah, and
  • 58:12so the the line between quality
  • 58:15improvement projects and research
  • 58:17projects is fairly blurred.
  • 58:19There is even as we speak and
  • 58:21initiatives sort of going on with senior
  • 58:24leadership on trying to create better.
  • 58:27Distinction between the two
  • 58:28and why is that helpful?
  • 58:29Because there are different sensitivities
  • 58:33and checks and balances needed for both,
  • 58:35so although talked about some
  • 58:37organizational checks and balances,
  • 58:38so we're not violating HIPAA by
  • 58:41looking at patient data that we
  • 58:43don't have any right to be in,
  • 58:45and then for research similar constraints.
  • 58:47Does this research actually
  • 58:49has been approved by HRPP?
  • 58:51Does it require patient consent and so
  • 58:54on so forth? That's all of what we.
  • 58:57Would call data stewardship.
  • 58:59So don't look at them as restrictions.
  • 59:02Look at them as a responsibility to do.
  • 59:05Yes, you can put in a request to
  • 59:08two for data at Helix winehq.org and
  • 59:11tell them this is for research or
  • 59:14operations purposes, but if you want,
  • 59:16sort of.
  • 59:17Uhm, uh,
  • 59:18that sort of a colleague to
  • 59:20go through what it means.
  • 59:22I'm happy to sort of be that
  • 59:24consultant in the middle before
  • 59:26you even have to put in a request.
  • 59:28I would also encourage to say
  • 59:30if you're planning a project and
  • 59:32you're looking for baseline data,
  • 59:34try one of these hands on tools,
  • 59:38because remember,
  • 59:39it's the same resource who will be
  • 59:42putting up a large research data set.
  • 59:46Who might?
  • 59:47Actually need to pull your preliminary
  • 59:50data for problem hypothesis testing.
  • 59:52So for if the data that you have
  • 59:55gives you a ballpark number and
  • 59:58that's good enough for your proposal.
  • 01:00:01These tools come in very handy,
  • 01:00:03saves everyone a lot of time.
  • 01:00:06Need to there two in the last
  • 01:00:08two minutes that we have.
  • 01:00:09There are two questions
  • 01:00:11about how data are available.
  • 01:00:13The simple one is are all medications
  • 01:00:16in the HR available in RX norm format?
  • 01:00:20It's a yes Margaret
  • 01:00:22OK and the other one is how do
  • 01:00:26we find data for orders done?
  • 01:00:28I've heard something about logic stream.
  • 01:00:32The question is which patients have
  • 01:00:35mammogram ordered but not completed.
  • 01:00:38So when we write reports on an
  • 01:00:41so in the example of mammogram,
  • 01:00:45whether or not this patient had a mammogram,
  • 01:00:48the analysts will often ask you.
  • 01:00:50Are you interested in orders
  • 01:00:52or completion of the order?
  • 01:00:54So any order that's completed in Epic
  • 01:00:58will tell you whether or not that
  • 01:01:01mammogram was actually performed.
  • 01:01:02So there's a distinction even
  • 01:01:04within the epic data set.
  • 01:01:06Logic Stream is a third party
  • 01:01:08system that we have that helps us
  • 01:01:10do some level of slicing and dicing.
  • 01:01:13You can certainly get access
  • 01:01:15to it and look at it.
  • 01:01:17Yet another system that you have to learn,
  • 01:01:19but I think.
  • 01:01:20For the project that you have in mind,
  • 01:01:22Christine mammogram completion
  • 01:01:24is a good place to start.
  • 01:01:27Just don't forget that there are
  • 01:01:29some mammograms that may be scanned
  • 01:01:31into the system so other data
  • 01:01:33sources may need to be looked at.
  • 01:01:39So I think we covered everything
  • 01:01:41and we have 30 seconds to go so
  • 01:01:44need to can't thank you enough
  • 01:01:46for this wonderful session.
  • 01:01:48Thanks for the attendance.
  • 01:01:49We head up to 68 people so certainly
  • 01:01:52a lot of interest and come and
  • 01:01:55and again I hope it was enjoyable
  • 01:01:58to everybody as it was to me.
  • 01:02:00Thank you once again.
  • 01:02:01Need to and a good day to everyone.
  • 01:02:04Thanks everyone. Thanks me too.
  • 01:02:07I'm sure you're going to have a lot of
  • 01:02:09people in dating you with requests now.
  • 01:02:12Not a problem, and I'm ready
  • 01:02:14just offered yourself up for
  • 01:02:16every single question.
  • 01:02:18No worries. Have a good team.
  • 01:02:22I just a quick question
  • 01:02:24with the IRB question,
  • 01:02:25where does implementation science,
  • 01:02:26'cause I can just see that that's
  • 01:02:28another whole group of people that's
  • 01:02:29going to use this right? Is that?
  • 01:02:31Does that undergo IRB approval or so?
  • 01:02:34Here's the and I'll look to.
  • 01:02:37Although for sort of some guidance
  • 01:02:38on how you think about it,
  • 01:02:40if I'm ever going to write about
  • 01:02:42it in a peer reviewed publication.
  • 01:02:46I'm going to look for an IRB up most
  • 01:02:49often times it's helpful to sometimes
  • 01:02:52just reach out to the IR B for
  • 01:02:55unclear before you put in a request,
  • 01:02:57and also once the guidelines
  • 01:02:59for Qi and research come out.
  • 01:03:01They're still in development.
  • 01:03:03We will have some very pragmatic guidance
  • 01:03:07on which needs to go through what channels.
  • 01:03:10Hopefully a pathway, right, right?
  • 01:03:13I mean that that's been very
  • 01:03:14frustrating because depend.
  • 01:03:15It's like the.
  • 01:03:15Flavor of the of the week.
  • 01:03:17Depending on who is answering your request,
  • 01:03:20some some of them will say why are
  • 01:03:22you asking me a question 'cause
  • 01:03:23everything that I do is quality
  • 01:03:24improvement like this doesn't,
  • 01:03:26and then they're like.
  • 01:03:27Just go to this website and the
  • 01:03:28other there's another whole group
  • 01:03:29that sends me an official letter,
  • 01:03:31right?
  • 01:03:32So yeah,
  • 01:03:34I mean they're they're in the same way,
  • 01:03:36inundated with a lot of requests.
  • 01:03:38I know they had to restructure
  • 01:03:39sort of blow everything up and
  • 01:03:41repackage it together when COVID
  • 01:03:43requests started coming in.
  • 01:03:44But you know, let no crisis could.
  • 01:03:47Go to waste.
  • 01:03:48I know there's been a lot of work
  • 01:03:50happening on the IRB side along
  • 01:03:52with the skins and Brian Smith
  • 01:03:55and other leadership to sort of
  • 01:03:58create those processes upstream,
  • 01:04:01so so the people who want to do this
  • 01:04:04kind of work get the guidance upfront,
  • 01:04:07and it's not easy defining those.
  • 01:04:11As you can imagine.
  • 01:04:15Great guys, so thank you very much.
  • 01:04:18Once again much more to talk in
  • 01:04:20the future. Have a good day folks.
  • 01:04:26Need to, I'll save the chat for you.