1. APeX Reporting Sensei
Program Overview
Sayan Chatterjee (APeX
Reporting)
Jennifer Clarke (APeX
Clinical Analytics and
Quality)
2. 2
The Reporting Sensei Program is
aimed at training and empowering
select individuals within the
organization to safely, securely, and
intelligently access and extract Clarity
production data.
Mission Statement
3. 3
• With the majority of UCSF’s clinical and financial
data available in the Clarity database, there has
been a growing demand from many departments
to extract this data and turn it into meaningful
information.
• To re-present, tailor, and reformat the EPIC
Clarity training content with the inclusion of real-
world examples and more emphasis on SQL as a
means of providing trainees with a working
knowledge of APeX work flows.
• This is accomplished through:
1. On-site Classroom Sessions
2. Monthly Office Hours
3. Chatter Group
Objective of the program
4. 4
Phase I
Individuals who have used Apex and have a good
understanding of their department’s operational
workflows, as well as have a good knowledge of
relational databases and writing SQL scripts.
Phase II
Fellows, Researchers, Administrative users who have a
good understanding of the operational workflows. It is
required for the trainees to have good knowledge of
relational databases and basic SQL expertise. Trainees
are selected based on review of a valid business case
they submit to the Reporting Sensei Program Faculty
sponsors.
Target Participants
5. Class Format
• Overview of SQL concepts
(selection, joins, where clause, etc)
• Understanding of Clarity tables (table
relationships) for various applications
• Using tools to help report
development (data dictionary, record
viewer, Clarity compass)
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6. Course Outline from March 2014
On-Site Classroom Session
• Reporting Tools and Finding Data in
Clarity
• Patient and Encounter Data
• Problem List and Diagnosis
• Hospital Accounts and Coding/Abstracting
• Smart Data Elements/Notes
• Orders (Procedure and Medications)
• Flowsheet Data
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7. Monthly Office Hours Topics
• April 17, 2014
– OpTime (Surgical) data model deep dive
– Q&A Session
• Historical Data in patient encounter (PAT_ENC)
• Query for Advanced Directive
• Prior To Admission (PTA) Meds list
• Using the V_DIAGNOSIS_INFO table
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8. Monthly Office Hours Topics
• May 29, 2014
– Stork Data Model Overview
– SQL Tips/Tricks
• Calculating Age
• Date Conversions
• Coalesce Function
• Case Statements
• Custom functions in CLARITY_REPORT
schema
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9. Chatter Group
• Provides a forum for collaboration within
the reporting community, where members
of different disciplines and skill levels can
ask questions, share knowledge, and
keep up with reporting developments in
the organization.
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10. Future Plans
• On-going Office Hours Sessions
• Summer session of Reporting Sensei
program (phase II)
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