MUSE 2016 Report Designer Rules and Functions

MUSE 2016 Report Designer Rules and Functions
Presented by: Joe Cocuzzo Sr Vice President Report Writing Services

Topics Rule Dictionary Overview of sections How to navigate
Example EDM Reports to Demonstrate the Following: Sorting on a field from another record Creating basic statistics/counts How to prompt for Show/Hide detail Subscripting Building a horizontal list of selection criteria Looping EDM activity Building lists Using functions to format dates and calculate elapsed time Converting times to HH:MM Calculating averages

Rule Dictionary Copy From provides a lookup of rule dictionary
Main Copy From provides a lookup of rule dictionary Name will default to mnemonic, but can be edited Keywords can be assigned and used to search for rules NECM / (NAT) Bottom section will be populated with names of reports the rule is used in

Rule Editor Variables: Free text
Main Variables: Free text Internal Variables - Only available for the duration that the rule runs. e_Variables (External Variables – Are available outside the scope of the rule (eg. can access from other rules, place on report picture, etc. V0 is automatically in the list, and mapped to the main record OID

Rule Editor For looping a record within the rule
Fields For looping a record within the rule Fields to be used in the rule For pulling query responses

Rule Editor Start with a blank slate, build rule here
The Rule consists of multiple lines of programming commands that are executed in order Can save rules as Final or Draft. The first time it is saved, it must be a Final version.

Rule Editor Use Enter Line to start each new line
As you select from one box, the next one pops up to the right with the next set of choices As you continue selecting items, the rule built so far shows up in the current value box

Rule Editor Rule Undo – backs you up one action (or one box, from right to left) Back Space – wipes out the last value Cancel Line – cancels the current line you are working on, but prompts first to make sure End Line – completes line Line does not equal one of the numbered lines you see in the rule display. Show If example.

Rule Editor Rule If you need to edit, insert or remove a line, first select the line by clicking in Line number section Insert will allow you to enter a line above the current one Edit will allow you to change the current line Remove will delete the whole line To continue on, use Enter Line and you will create the next line in the rule Move Up and Down are helpful when you enter a line, and then realize you should have inserted it earlier. They allow you to move full lines of code up or down the list.

Rule Editor Expression
Compute allows you to create calculations and assign variables Set Program Result establishes the end result of the rule. You might set a program result equal to a value stored in a variable, or simply Ok or NotOk to indicate certain things Create/Insert/Join List allows you to make a list of values into a list. Values can be variables, fields, free text, etc. The list can be used for various things, including passing arguments to a built-in function - Create list – put variables or fields into a list Insert list – will insert at the beginning of the list Join list – join up variables and fields into the list

Rule Editor Rule Message Create pop up message boxes that need to be acknowledged before user can move on Useful for debugging, otherwise no mechanism to see variable values from rule.

Rule Editor String Manipulation
Format allows you to convert a value to a different format (eg. convert from internal date to external date format) Extract allows you to pull out a certain portion of a string (for example, pulling the first two characters from a time field to get the hour) Join allows you to concatenate values into one value Locate allows you to find a specific value in a string Length returns the number of characters in a field

Rule Editor Do/If/Then Create Do Loops to loop a record
Allows you to create If/Then/Else logic Can execute multiple statements (commands) for each condition Can have nested statements Need to End an If or Do statement If Statement Format: If Condition Exists Then Execute This Statement Else If Second Condition Exists Then End If

Arrivals By Chief Complaint
Sorting on a Field from Another Record

Sorting on a Field from Another Record The main fields we wish to display are in RegAcct, so that is our Main Detail Record

Sorting on a Field from Another Record When we try to sort on Chief Complaint, we cannot find it because it is in EdmAcct, and only RegAcct fields are available

Sorting on a Field from Another Record EDM Complaint Dictionary The mnemonic will be stored for each account For our report, we want to pull the Name from the Complaint Dictionary

Sorting on a Field from Another Record EdmAcct.ChiefComplaint(EdmAcct.OID) = ED.EARACHE EdmComplaint.Name(ED.EARACHE) = Earache

Demo of EE Rule IsRwMuseRuleDemo -- Shell report in Reg
Add computed sort field (Advanced Mode) c_some_field Add rule Add variables to rule Add EDM 2 fields to rule fields tab Write Lines of Logic in Rule Editor Run fully baked report IsRwMuseDemoArrivalsByChiefComplaint T-300 to T works well

First we need basic fields to get report started
Statistics Report Detail/Summary Report First we need basic fields to get report started

Statistics Report Detail/Summary Report Build rule on entry of Detail section to collect stats and get ER discharge disposition

Statistics Report Detail/Summary Report

Statistics Report Detail/Summary Report
Reg Types and Discharge Dispositions are kept in child segment of RegAcct Our rule will supply the TYPE to add to the OID we have in V0

Statistics Report Detail/Summary Report Now that e_Variables are created, we can add them to the list:

Statistics Report Setup Report Picture
Detail/Summary Report Setup Report Picture Add a Print Condition - Show Rows, Click on Row, and Edit

Statistics Report Now we can add the e_Variable to the Selects:
Detail/Summary Report Now we can add the e_Variable to the Selects: Must be identified as External Variable

Provider Report Select By Multiple Providers
Prompt for physician and select when either ED or PCP List of selection criteria Disposition for ED account

Provider Report Select By Multiple Providers Need to prompt for physician and check two fields (ED and PCP provider fields) We cannot add prompts for ED and PCP providers to select screen and tell it to select the record if either or both match We need to prompt for the physicians, and have it ignore that list of selection criteria while we perform our logic

Provider Report Select By Multiple Providers

Provider Report For Physicians prompt Attribute Override Value
Select By Multiple Providers For Physicians prompt Attribute Override Value Data Type Object Identifier External Variable e_Physician Pointed To Field Mnemonic Pointer MisPerson Value Rule: ISMDSEL2 Select prompt Attribute Override Value Data Type Object Identifier Value Rule: ISMDSEL3

Provider Report Select By Multiple Providers Rule on Physician Prompt

Provider Report Physicians entered by user will be stored in a list.
Select By Multiple Providers Physicians entered by user will be stored in a list. Offset allows us to pull values out of a list. Offset 0 is the first value, offset 1 is the second value, etc. By setting the program result to the first value entered, this expression will always be true --- NOTE, can use Ignore List operator release

Provider Report Select By Multiple Providers Rule on second field, c_Select, to select the record only if one of the physicians matches the list:

Provider Report Select By Multiple Providers Loop through the physicians the user entered using offset, and determine if they are equal to either the ED or PCP e_Physician Offset 0 = DBORG e_Physician Offset 1 = AAROUNI e_Physician Offset 2 = ABERG etc.

Provider Report Select By Multiple Providers Determining Disposition for the ED portion of the visit:

Provider Report Subscript Subscript
Select By Multiple Providers Mnemonic of Discharge Disposition will be stored for account, we want to pull Name for our report Subscript A patient can have multiple discharge dispositions, so there are two subscripts Subscript

Provider Report Select By Multiple Providers ER populates the TYPE variable and becomes the subscript for which discharge disposition we want from the account The patient’s discharge disposition for ER then populates variable DISP DISP is a mnemonic, so we then use it as a subscript to get the full name

Provider Report Select By Multiple Providers Getting a horizontal list of physician names that were selected: Run for 4/24/13 DBORG, MSIMPSON, AAROUNI, AGUNN

Provider Report What the provider list looks like: Our custom list:
Select By Multiple Providers What the provider list looks like: Our custom list: How it looks to put on the report using built in field:

EDM Activity Looping Activity and Building a List Status Dictionary

EDM Activity Looping Activity and Building a List

EDM Activity Looping Activity and Building a List VARIABLES DATETIME
STATUS USER PHASE VALUE ACTION OUT EXTERNAL VARIABLES e_Action e_ActionDesc e_DateTime e_Phase e_PhaseDesc e_Status e_Value e_ValueDesc

EDM Activity Looping Activity and Building a List Scroll down…

EDM Activity Looping Activity and Building a List

Calculating LOS and format HH:MM
Disposition Report Custom Selection Criteria and Calculating LOS Calculating LOS and format HH:MM Looping EDM events for Depart Date/Time Creating custom selection criteria Calculate Average LOS

Disposition Report Custom Selection Criteria and Calculating LOS Need to create c_Select and build rule first so we create and add an e_Variable to c_Choice

Disposition Report Rule on c_Select field:
Custom Selection Criteria and Calculating LOS Rule on c_Select field:

Disposition Report Custom Selection Criteria and Calculating LOS

Disposition Report Custom Selection Criteria and Calculating LOS Now we can set c_Choice equal to the external variable created in the rule Type “Admitted, Discharged” into the Override Value for Choices

Disposition Report Rule at Detail Line to gather data
Custom Selection Criteria and Calculating LOS Rule at Detail Line to gather data

Disposition Report Rule at Detail Line to gather data
Custom Selection Criteria and Calculating LOS Rule at Detail Line to gather data VARIABLES ACTION ARGS DATETIME DPTDT USER OUT PHASE STATUS TIME TYPE VALUE EXTERNAL VARIABLES e_DepartDtTm e_Disposition e_ElapsedTime e_List e_PtCount e_Time e_TotalTime e_TriageLevel

Disposition Report Custom Selection Criteria and Calculating LOS ArrivalDateTime and Triage Level only need V0 subscript, discharge disposition has two subscripts

Disposition Report Custom Selection Criteria and Calculating LOS Some accounts had blank Triage Level, so we are filling something in.

Disposition Report Calculating Average LOS at Report Trailer
Custom Selection Criteria and Calculating LOS Calculating Average LOS at Report Trailer

Disposition Report Custom Selection Criteria and Calculating LOS DateTime Elapsed returns hours or minutes, but not both

Disposition Report Custom Selection Criteria and Calculating LOS Changes To Rule at Detail level: Add variables: TIME, HRS, MIN, LEN Save to temp variable Converting Minutes to HH:MM

Disposition Report Custom Selection Criteria and Calculating LOS Changes to Rule at Report Trailer: Add variables: AVG, HRS, MIN, LEN Converting Minutes to HH:MM

Length of Stay By Priority
Creating A Summary List

Creating A Summary List ISEDMLOS3 ISEDMLOS ISEDMLOS2 ISEDMLOS5

Creating A Summary List Clearing e_Variables at KH3 – Triage Level

Creating A Summary List Gathering times and calculating LOS at Detail VARIABLES ACTION ARGS DATETIME DPTDT HRS LEN MIN OUT PHASE STATUS TIME USER VALUE EXTERNAL VARIABLES e_DepartDtTm e_ElapsedTime e_List e_PtCount e_Time e_TotalTime e_TriageLevel

Creating A Summary List Calculating Average LOS by Triage Level at KT3 (Triage Level Region) VARIABLES AVG HRS LEN MIN EXTERNAL VARIABLES e_AvgElapsed e_ElapsedList e_PtCount e_PtCountList e_Time e_TotPtCount e_TotTime e_TriageLevel e_TriageList

Creating A Summary List Calculate Overall Average at Report Trailer

Creating A Summary List A couple of points about the layout KT3 (Triage Level) – was included initially to ensure calculations are correct. After you know your calculations are working, you can remove it, or simply hide it. Click on Show Rows, and Edit to add Print Condition:

Creating A Summary List “Dummy” field was setup as a sort and KT2 line placed on it. This section is where our lists go.

Creating A Summary List If we place the lists on the Report Trailer with the Overall Average below it:

Creating A Summary List Placed on the KT line, first our list is created, then the overall average on the Report Trailer line:

Wrapup Copies of the reports and Powerpoint will be available on our website

MUSE 2016 Report Designer Rules and Functions

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