The Request You've been tasked with building a custom dashboard for your pharmacists to help them access commonly used reports, monitor pharmacy dispenses and orders that need verification, and access...

The Request
You've been tasked with building a custom dashboard for your pharmacists to help them access commonly used reports, monitor pharmacy dispenses and orders that need verification, and access other important resources.
After doing some research in the Report Repository, you find a handful of reports and components that you can use out of the box. However, you will have to custom build a couple of the things the pharmacists are asking for and distribute those reports and components alongside the Epic-released ones in the new dashboard.
Workbench Reports
Your pharmacists have asked for a couple of real-time reports they will use on a day to day basis. You already found some Epic-released reports that meet their needs.
In addition, you will need to build two custom Workbench reports that adhere to the following guidelines.
Ordered Meds - Abuse Potential
This report should be built from the Find Orders [440] template
The report should be named Ordered Meds - Abuse Potential
Users who have access to the Find Orders template should also have access to your report in their Analytics Catalog
Your report should filter on the following conditions:
Search base of Admitted Patients - All Orders and
Medications with abuse potential
Your pharmacists specify that the medications they classify as having abuse potential have a DEA code of C-II (High abuse potential) or C-III (Moderate dependence)
To help improve the efficiency of your report, add an additional criteria. Your report should only include orders with a type of medication.
The DEA code of each order should be visible in the results of your report (use a column that was already available on the template)
Your pharmacists have some additional resources to share with patients taking medications with abuse potential. Patient's primary email address should by visible in the results of your report
In order to find what item stores a patient's primary email address in Chronicles, use the following known test value: Patient Aubrey Shehulk has a primary email address of XXXXXXXXXX
Do not use a display column that retrieves data using an extension
Orders for high abuse potential medications (DEA code = C-II) should show up as Important (Yellow) in the Results Viewer. Only the cell that displays the DEA code should turn yellow, not the entire row
Your report should be tagged so it is easy to search for in the Analytics Catalog
Users should be able to read a helpful description of your report in the Analytics Catalog
Dispenses Last Week Report
This report should be built from the Rx Dispenses [48008] template
The report should be named Dispenses Last Week
Users who have access to the Rx Dispenses template should also have access to your report in their Analytics Catalog
Your report should filter on the following conditions:
Don't include pending dispenses and
Only include dispenses dispensed from the EMH Central Pharmacy[1]
Your report should search over the last seven days through this morning at midnight.
You will use this report to drive a bar graph visualization in a component you will add to the dashboard
Do not change anything on the Display tab of your report before building this summary. Only use columns that were already listed as Available or Selected columns on the template
Create a Workbench summary that displays a count of the different orders (order ID) that have been dispensed grouped first by Dispense Code and then by Dispense Type
Since you are only using this summary to drive a component in Radar, this summary should not be available from the Results Viewer when a user runs this report
Your report should be tagged so it is easy to search for in the Analytics Catalog
Users should be able to read a helpful description of your report in the Analytics Catalog
SlicerDicer
Some of your pharmacists have hunches they'd like to investigate about which classifications of inpatient medications are most commonly ordered to be given as needed. You decide to build them a SlicerDicer session to help them get started with their investigation.
Use the following specifications to build out a SlicerDicer session:
Build your session while logged in as your Cogito Tools Administrator
Your users would like to see a list of Inpatient Medication Orders
Only show orders placed during Hospital Encounters (encounters with a type of 'Hospital Encounter')
Break down your session into groups for the top ten component therapeutic classes
Summarize the data as a percentage of the total population that were PRN
Real Word Context
PRN is an abbreviation for the Latin phrase "pro re nata", which translates to "when needed". PRN orders are given as needed.
You data should be displayed as a vertical bar graph
When you are complete, save your session as PRN Orders by Therapeutic Class. Save your session to My Sessions.
Once you have saved your session, document the ID of your session. To find the ID of your Saved Session, click Load, hover over your session from My Sessions and note the ID.
Finding your Session ID
Radar Dashboard Build
Create a new dashboard with the record name Pharmacist Dashboard
Choose a suitable layout for your dashboard. Since your dashboard has the potential to grow as pharmacists start to use it, avoid any of the row layouts
Your dashboard is designed for Inpatient Pharmacists. Select an appropriate Owning application and enter in a suitable display title and description
Tag your dashboard with Pharmacy - Inpatient [139] so it is easy to find in the Analytics Catalog.
Your dashboard should contain the following Epic-released components:
RX VERIFY QUEUE [48100]
Rx Drug Shortage Links [ XXXXXXXXXX]
Rx Pharmacy Message Board [ XXXXXXXXXX]
Rx PHARMACY STATUS [48101]
Build the following custom components and add them to your Pharmacist Dashboard
Access
Critical
You do not have the security to edit Humphrey Batwoman's User Security record - you only have the security to make changes to the dashboard, components, and reports you have created. Only modify records you have created.
The sample pharmacist user Humphrey Batwoman (R EMP XXXXXXXXXXshould have access to your dashboard
Antimicrobial Reports
Name this component Antimicrobial Reports
Your component should be tagged so it is easy to search for in the Analytics Catalog
Users should be able to read a description of your component in the Analytics Catalog
This component should contain a list of all current and future Workbench and Epic-Crystal reports tagged with:
Rx Antimicrobial Use and Resistance [1139] or
Rx OPAT [1144]
Separately group any Workbench reports together and any Epic-Crystal reports together
The sample pharmacist user Humphrey Batwoman (R EMP XXXXXXXXXXshould be able to find your component in the Analytics Catalog.

Critical
You do not have the security to edit Humphrey Batwoman's User Security record - you only have the security to make changes to the dashboard, components, and reports you have created. Only modify records you have created.
Pharmacist Reports
Name this component Pharmacist Reports
Your component should be tagged so it is easy to search for in the Analytics Catalog
Users should be able to read a description of your component in the Analytics Catalog
This component should contain a list of the following specific Epic-released reports as well as the two custom reports you built in the Workbench Reports section of the project
Rx Dispense Workload [7289]
Rx Search Medication Orders [13710]
Rx Verification Workload [7250]
The three-Epic released reports should be listed first, followed by a single, visible line separator, followed by your two custom reports
The sample pharmacist user Humphrey Batwoman (R EMP XXXXXXXXXXshould be able to find your component in the Analytics Catalog.
Dispenses by Code and Type
Name this component Dispenses by Code and Type
Your component should be tagged so it is easy to search for in the Analytics Catalog
Users should be able to read a description of your component in the Analytics Catalog
This component should be a graph component that uses the summary built in the Dispenses Last Week report
The data should be presented as a stacked bar graph, where each bar represents a different dispense code. Each individual bar representing a dispense code should be broken up vertically by dispense type
Users should not be able to show a table on this component
The X-axis and Y-axis should both have appropriate labels
The sample pharmacist user Humphrey Batwoman (R EMP XXXXXXXXXXshould be able to find your component in the Analytics Catalog.
Dispense Metrics
Name this component Dispense Metrics
Your component should be tagged so it is easy to search for in the Analytics Catalog
Users should be able to read a description of your component right in the Analytics Catalog
This component should be a table component displaying three common dispense metrics, per the specifications that follow
Find the Right Metrics
Your pharmacists would like to see the following metrics in a table component:
Dispenses from Automatic Dispensing System
The total number of dispenses that are coming from an automatic dispensing system
Formulary Compliance
The percentage of medication orders that were for medications on the formulary after verification
Medication Turnaround Time
The average time from when a medication order first entered the verification queue and when it was verified. Your pharmacists are interested in all medications, not just the high priority ones
Luckily, you found a couple Epic-released metrics that seem like good candidates for this table component.
Use the Metric Repository on the UserWeb to choose the correct metric from the list of possible IDN records in the table below using the descriptions for each metric above.
If you don't have access to the Metric Repository on the Userweb, look up each metric in the Record Viewer and read the description.
Metric
Possible IDNs
The Correct IDN
Dispenses from Automatic Dispensing System
R IDN 48052
R IDN 48163
R IDN 48420
Formulary Compliance
R IDN 48051
R IDN 48054
R IDN 48059
Medication Turnaround Time
R IDN 48050
R IDN 48053
R IDN 51010
Build the Component
Your table component should show all three metrics, summarized by Service Area
For this component only, specify a default service area of EHS Service Area[10]
Your table component should display the metric data monthly
Three months should be available
You would like to tweak how some of the metrics are displayed in your component. Create a new Resource (IDK) record for the dispenses from automatic dispensing system metric and the formulary compliance metric according to the specifications listed below:
Dispenses from ADS
Show the total number of dispenses from the ADS as a whole number instead of a percentage of all dispenses
Don't specify any thresholds; just the number is fine
Formulary Compliance
Show the data as a percentage of medication orders that were for medications on the formulary
Your percentages should show up as whole numbers, always rounded down
A percentage between 0 and 60 should turn red, above 60 and up to 90 should turn yellow, and above 90 and up to 100 should turn green
For the medication turnaround time metric, find an Epic-released IDK record to use
You are happy with the display as-is. Don't make any changes to the Epic-released IDK record
The sample pharmacist user Humphrey Batwoman (R EMP XXXXXXXXXXshould be able to find your component in the Analytics Catalog.
Get the Component Reviewed
Since your Dispense Metrics component includes so much valuable information, you decide to get it reviewed by your pharmacy subject matter experts. They get back to you promptly and sign off on your build and the data displayed in your component.
Document in the Analytics Catalog the fact that your component has been reviewed
No need to document when the component was reviewed or who reviewed it, just document that review has been completed
On your Project Worksheet, keep track of the ID of the Metadata record (HCM) that is created for you. You can find the ID of the Metadata record at the bottom of the listing for your component in the Analytics Catalog.
The ID of a Metadata record is not just a number, it takes the following format, where the ##s are replaced with actual numbers specific to your metadata record:
HCM ## - IDB ## Dispense Metrics
Find your Metadata Record ID in the Analytics Catalog
Pharmacist Message Board
Name this component Pharmacist Message Board
Your component should be tagged so it is easy to search for in the Analytics Catalog
Users should be able to read a description of your component right in the Analytics Catalog
This component should be a message board.
Your Cogito Tools Administrator and Humphrey Batwoman (R EMP XXXXXXXXXXshould both be authors.
Your message board should show the last 7 posts by default.
The sample pharmacist Humphrey Batwoman (R EMP XXXXXXXXXXshould be able to find your component in the Analytics Catalog
PRN Orders by Therapeutic Class
In order to help point your pharmacists towards the SlicerDicer session you created earlier, create a SlicerDicer component as your Cogito Tools Administrator. This component should be visible to all users that have access to the Pharmacist Dashboard.
Name this component PRN Orders by Therapeutic Class
Your component should be tagged so it is easy to search for in the Analytics Catalog
Users should be able to read a description of your component right in the Analytics Catalog
This component should display the PRN Orders by Therapeutic Class SlicerDicer session
The sample pharmacist user Humphrey Batwoman (R EMP XXXXXXXXXXshould be able to find your component in the Analytics Catalog.
Check Your Work
Critical
In the Certification Environments, the reports you build may return a small number of results or no results. You will be assessed on your build in the system, not on the number of rows each of your reports return.
Initial Testing
Log in as your Cogito Tools Administrator.
Follow the steps below to make sure your Cogito Tools Administrator can open your Pharmacist Dashboard.
Verify that your Pharmacist Dashboard has a report group
Search for the Dashboard in the Analytics Catalog
Note: If you recently made the dashboard and assigned it a report group, it might not appear in the Analytics Catalog just yet. Log out and log back in if you cannot find it at first.
Open the Analytics Catalog. In Tags, select Pharmacy - Inpatient. You should now be able to find your Pharmacist Dashboard.
Confirm each record you built has a helpful description and is easy to find in the Analytics Catalog. Make sure your Dispense Metrics component has the visual indicator marking it as reviewed and approved.
Open up Pharmacist Dashboard. Confirm your dashboard contains the six components you built, as well as the four Epic-released components. Make sure your dashboard has a usable layout.
Run the Ordered Meds - Abuse Potential report. Confirm that any medications with a DEA code of C-II are highlighted in yellow at the cell level. Confirm there is a column displaying the patient's primary email address.
Run the Dispenses Last Week report. Confirm that a summary does not display in the Results Viewer. Instead, a bar graph presenting the data should be available in the Dispenses by Code and Type component.
Test some of the links present in the components you built to make sure they work.
Confirm the thresholds are accurate in the Dispense Metrics component and confirm the data is displayed appropriately (number versus percentage).
Confirm the PRN Orders by Therapeutic Class component displays the PRN Orders by Therapeutic Class SlicerDicer session. All users who have access to the Pharmacist Dashboard should see the PRN Orders by Therapeutic Class component.
Test Dashboard and Report Access
Stay logged in as your Cogito Tools Administrator and use the Epic-released RW User Security Management template to confirm that the sample Pharmacist, Humphrey Batwoman (User XXXXXXXXXXhas access to your Dashboard and reports. No need to save and/or submit these reports as part of your project - they are just used to test your work.
Navigate to the Analytics Catalog and find the RW User Security Management [3012] template.
Create a new report from the RW User Security Management template to check that Humphrey has access to your Pharmacist dashboard.
Add Humphrey's ID of XXXXXXXXXXto the User ID criteria
Add the criterion Has Radar dashboard access? and enter the ID of your Pharmacist dashboard
Run the report
Confirm that Humphrey Batwoman is returned in the results
Create a new report from the RW User Security Management template to check that Humphrey has access to your reports.
Add Humphrey's ID of XXXXXXXXXXto the User ID criteria
Add the criterion Has report access? and enter the IDs of your Dispenses Last Week and Ordered Meds reports.
Make sure the criterion logic is set to AND and Has access? is set to Yes for both reports.
Run the report
Confirm that Humphrey Batwoman is returned in the results
Project Worksheet
Use this table to record the name and ID of the records created for the COG170 project.
Before submitting your project, confirm you are submitting the records you built and would like graded.
May 15, 2021

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