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 Page | 2 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. Page | 3 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. Page | 4 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. Page | 5 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. Page | 6 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. Page | 7