Accessing the Workbooks - Vanderbilt University Medical Center

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VANDERBILT MEDICAL CENTER – DEPARTMENT OF FINANCE
Transitions Steering
Analytics Workbooks
Guideline for Accessing Workbooks on Tableau
Server
Business Intelligence Analytics
5/20/2013
Table of Contents
Introduction .................................................................................................................................................. 3
Accessing the Workbooks ............................................................................................................................. 3
Types of Workbooks Available .................................................................................................................. 4
Navigating the Views ................................................................................................................................ 5
Filtering ................................................................................................................................................. 5
Drilling Down to Detail .......................................................................................................................... 5
Exporting ............................................................................................................................................... 6
To export to Excel ................................................................................................................................. 6
To Export to PDF ................................................................................................................................... 6
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Introduction
The Outpatient HITECH Operational Reports are available on-line on the Tableau Server. The common
organization of files on the server is as follows:


Workbook – a collection of reports and charts grouped by project or type of analysis.
View – a specific page in the workbook that presents information in a table, chart or dashboard
format.
Accessing the Workbooks
The following workbooks can be accessed using the Transitions Management link to the Tableau Server:
Please enter your VunetID and password:
To request access to one of the workbooks listed below, contact the Transitions Steering Data SubGroup. Upon approval from this group, permission will be granted by the EDW Support team.
Two levels of security have been granted for either one of the workbook:
1. Transitions Steering Executive group – has access to all aggregated views and cannot view
patient level details. Most users have this level of access.
2. Transitions Steering Data group – these are users who will be responsible for chart abstraction
and have the ability to drill down to encounter detail.
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Types of Workbooks Available
The Transitions Management workbooks can be accessed using the following link:
https://tableau.mc.vanderbilt.edu/workbooks?fe_project.name=Transitions%20management
or by clicking on each individual hyperlink in the table below.
Workbook
Name
Tableau Server
Link
Workbook Description
Updates
Frequency
CMS 30-Day
Readmissions
Workbook
https://tableau.mc
.vanderbilt.edu/wo
rkbooks/CMS30DayReadmissions
Workbook
Updates every
morning to
capture
readmissions
from the prior
day.
Operational
30-Day
Readmissions
Workbook
https://tableau.mc
.vanderbilt.edu/wo
rkbooks/Operation
al30DayReadmissions
Workbook
Length of
Stay Outlier
Workbook
https://tableau.mc
.vanderbilt.edu/wo
rkbooks/LengthofS
tayOutlierWorkbo
ok
The workbook presents information about the CMSqualifying 30-day readmissions for AMI, HF and Pneumonia
patients. Please note that only the first readmission within 30
days from discharge counts as a readmission. The workbook
evaluates actual results to institutional goals for 30-day
readmissions; analyses overall, planned or related
readmission rates, appointment scheduling, department and
division level readmissions for all patients discharged from
the Vanderbilt Hospital and Readmitted back to Vanderbilt
after July 1, 2010.
The workbook presents information about all 30-day
readmissions for identified cohorts of patients of interest for
operational purposes. The workbook evaluates overall
readmission, planned or related readmission rates,
appointment scheduling, department and division level
readmissions for all patients discharged from the Vanderbilt
Hospital and Readmitted back to Vanderbilt after July 1,
2010.
The analysis presents financial, length of stay and mortality
metrics for patients by LOS cohort. All discharged patients
are identified as LOS Outliers if they have stayed in the
hospital longer than 21 days and Non-outliers if they had
shorter than 21 days stay. The analysis includes all patients
discharged after July 1, 2010.
Post Acute
Care
Workbook
https://tableau.mc
.vanderbilt.edu/wo
rkbooks/PostAcute
CareWorkbook
The workbook presents financial, length of stay and
readmission information based on patients’ discharge
disposition groups (examples include: Psychiatric Hospital,
Post Acute Care Facility such as Rehab, SNF, Long-Term Care,
etc.) The workbook will continue to be updated as new
information related to the destination of the patients
discharged from Vanderbilt to another facility becomes
available. The analysis includes all patients discharged after
July 1, 2010.
Updates every
morning to
capture
readmissions
from the prior
day.
Updates every
morning to
present
information
about
discharges from
the prior day.
Updates every
morning to
capture
readmissions
from the prior
day.
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Navigating the Views
Filtering
Most of the views are set up as a dashboard with the top left-hand corner table or chart typically acting
as a filter for the rest of the views. Please follow instructions on included in each tab as you are
navigating the workbooks for specific details.
Drilling Down to Detail
Members of the Transitions Steering Data sub-group have the ability to drill to detail using the view data
option for any data point:
By default, all users have the ability to view or export summary data.
To view specific Medical Record Numbers, Encounters, Admit and Discharge Dates, together with any
other relevant detail for the views presented, please click on the Underlying tab. This information can be
downloaded in CSV format by clicking on the “Download all rows as a text file” link in the View Data
window.
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Exporting
To export, click on the export tool option on the top of the report:
be available:




and the following options will
Export Image – is available for the entire workbook or for each individual tab
included and allows you to copy a snapshot of the view using PDF, Jpg or other
file formats
Export Data – allows you to export to an Access database
Export Crosstab – allows you to export this view to Excel. A new excel
document will open and you can then further save it in a desired location.
Export Data and Crosstab are export options which are only available
for data presented in a tabular format, not for charts.
Export to PDF – allows you to export the entire report to PDF (please note that a new web
window will open when this option is selected).
To export to Excel
Please choose the following options:
1. In the export window, choose Crosstab
2. Select to Download
To Export to PDF
When selecting the second option, you can choose how to format the PDF page and indicate whether
you plan on exporting just this dashboard, the graphs in the dashboard separately or other sheets (tabs)
in the workbook. When exporting the entire workbook, a screen shot of each tab will be presented on a
separate page of an Adobe document displayed in a web format.
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When exporting charts or tables that are included on a dashboard page, it is recommended that the user
selects the Letter paper size and the “At most 1 page wide” option for most charts.
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Download