Reporting

Three Main Ways to Pull Payments

• Match Payment – This matches the total amount to the original charge.
• Post Date Payments (or Period) – The date on which the charge transaction was originally posted.
• Date of Service Payments – This matches the total payments to the dates of service you choose.

Two Main Ways to Pull Charges

• Post Date Charges (or Period) – The date on which the charge transaction was originally posted.
• Date of Service Charges – The date on which the charge transaction was originally posted.

CPA Power BI Dashboard

• Charges are based on Date of Service
• Payments are Match Payment
• Based ARPB_TRANSACTIONS table and in the SQL logic.
• “Details”, “Charge Details” and “Charge Summary” pages/tabs can be filtered by Date of Service or Post Period
• “Payments Details” and “Payments Summary” pages/tabs can be filtered by Post Period
• Refreshes data weekly on Fridays
• “Details” page/tab includes all individual line item payments and will therefore pull in the charge amount multiple times for the same transaction and will not “foot” to FPP reporting.
• “Charge Details” and “Charges Summary” pages/tabs will match FPP reporting when based on posting period

Epic Cubes

• Epic Cubes Refreshes data weekly on Sunday
• There are 3 Epic Cubes
  • Accounts Receivable
  • Denials
  • Transaction Activity

1. Accounts Receivable Cube – This dimension contains attributes related to a transaction’s age and the AR date. The AR date is the date as of all the outstanding amounts are calculated. By default, this includes month end dates and the last time the AR cube was processed. For example, a charge that was posted on March 21st would have a Post Age of 10 for the AR Date of March 31st and a Post Age of 40 for the AR Date of April 30th. This dimension contains various aging buckets that can be used to analyze AR.
2. Denials Cube – There are three dates you can slice and dice by in the PB Denials Cube:
   • Charge Post Date – The date on which the charge transaction was originally posted.
   • Charge Service Date – The date on which the service occurred.
   • Payment Post Date – The date on which the payment or denial transaction was originally posted.
3. Transaction Activity Cube – There are three dates you can slice and dice by in the PB Transaction Activity Cube:
   • Post Date – The date an activity occurred on the transaction.
     Ex: On a newly posted charge, payment, or adjustment, this date is the date the transaction filed to AR in Resolute Professional Billing. On a payment or adjustment applied to a charge, this date is when the payment was applied to the charge.
   • Original Post Date – The date the charge filed to the system.
   • Original Service Date – The transaction’s service or deposit date. It will be the service date for charges and deposit date for payments and adjustments.

Payments

• Match Payment Amount – The total payment amount that has been matched.
• Payment Amount – The total amount of payment transactions posted.

SlicerDicer

• Data refreshes nightly
• There are multiple Clinical, Financial & Operations and Access data models.
• Data models have various date options such as Service Date, Post Date, Deposit Date, Visit Date, Closed Date and Creation date, below is a data model example.
• Transactions (PB) Data Model – The Transactions data model contains information related to transactions to help spot trends and search for transactions meeting specified criteria. This model contains PB Transactions, each record in the model corresponds to a transaction event. Transaction events include:
  • New Postings
  • Void and reversal events
  • Match and unmatch events
  • Payer changes and responsibility transfers
  • There are 3 date options: Deposit Date, Post Date or Service Date

WUSM FPP (Faculty Practice Plan) Reporting

• IM Provider Dashboard & IM WUSM Billing Dashboard Power BI
  • Data refreshes daily
  • Based on Posting Date
  • Net payment data on Billing Matrix page are “Post Date”
  • Charges are based on “Post Date”
• FPP AR Subdivision Report – Prism Portal
  • Data is calculated monthly
  • Both Charges and Payments based on “Posting Date”

Summary

SlicerDicer is a self-service reporting tool that provides physicians, department managers, and other users with intuitive and customizable data exploration abilities. Using SlicerDicer, users can find the data they need to investigate a hunch, and then refine their searches on the fly to better understand the data they work with. Right in Hyperspace, they can examine trends, drill down to line-level details, and jump to related records to follow up.*

With SlicerDicer, users can search for free text in lab results, combine similar elements on the fly, and jump into patient charts.* If you’re not sure where to start, enter a keyword and select from a list of suggested search criteria. Then, choose a visualization that matches your needs, including vertical and horizontal bar graphs, line graphs, maps, and tree map charts. SlicerDicer can show results using a variety of different measures, including totals, percentages, averages, variance, maximums, and minimums.

* With appropriate approvals and permissions, you can view patient details and export data in SlicerDicer for Quality Improvement purposes.

To access this tool login to Epic and choose the “SlicerDicer” icon in your Epic toolbar.  If you do not see the icon, use the magnifying glass to search for “SlicerDicer”.  To obtain access or to add additional data models, please put in a ticket thru ServiceNow here.

Introduction to SlicerDicer for Revenue Applications [REV151] [9:06 minutes]
This video provides a basic overview of SlicerDicer. It shows how to slice the data in multiple ways, adjust the way the data is displayed and narrow the data by date range. It will also show how to dig deeper into data in SlicerDicer.

Saving and Sharing SlicerDicer Sessions [REV152] [7:57 minutes]
Learn how to save SlicerDicer sessions and share those sessions with others. This video also shows how to adjust the date range, change the visual options, grab the top ten and change the way the data is measured. You will also learn how to add a SlicerDicer session as a component to your personal view of a dashboard.

Tutorials are also available in the SlicerDicer tool within Epic. This will take you step by step through each section and some data models will have their own tutorial.

Prism Portal houses the 3 standard Epic CUBES (Transaction, AR and Denials). 

Epic Cubes are structures of pre-aggregated data that allow users to split data quickly and generate an understandable visual representation. They can be used to track trends over long periods of time, aggregate data based on a particular procedure code, or to see high level AR summaries. These reports are ideal for Ad-Hoc, self-service reporting in a variety of applications. Here are a few key things to know about Cubes:

• There are three different Cubes files: Transactions, AR, and Denials
• Cubes are stored within Prism Portal.
• The data that the file accesses is updated every Sunday.
• The files can only access information dating back to June 2nd, 2018 that is from Epic.
• These files do not access live data – users are free to adjust these files as they would like and save them.
• Only users who have access to Cubes will be able to update the files. Sharing the file with someone who does not have access will allow them to view the current data, but they are unable to change any settings.
• Microsoft Excel 2013 or newer is required to use the files.
• Training provided by FPP.

Physicians and APPs will access to their own Signal data directly from Epic Hyperspace via an added Signal button on their Epic tool bar. Signal will allow providers access to their Epic Metrics.

Signal helps you take a data-driven approach to measuring provider efficiency with Epic, both within your organization and across the Epic community. Compare groups within your organization to each other or compare your metrics to the Epic community average to help identify the most important workflows to target for efficiency improvements.

Signal shows how your providers are using Epic in four key areas—In Basket (for inpatient providers, Communications), Orders, Notes & Letters (for inpatient providers, Notes), and Clinical Review—and suggests features and configuration options to increase efficiency in each area based on your data. Suggestions are easily actionable and personalized to your organization’s needs.

Signal includes two levels of data:

• The Summary view shows organization-wide data. It helps leaders, analysts, and informatics see larger efficiency trends across specialties and your entire healthcare system. You can choose between the EpicCare Ambulatory and EpicCare Inpatient views in the upper- right corner of the screen.
• The Provider view drills down to individual provider data. It helps trainers and others who assist providers one-on-one to provide personalized guidance based on system usage patterns. This view is currently available only for ambulatory providers.

Reporting Workbench is a Business Intelligence tool that Epic has included in their Cogito Analytics module. Reporting Workbench (RWB) reports are reports that display both rows of data, and can also display charts and graphs. RWB reports are also known as ‘My Reports’ as that is how you will find them in Epic’s navigation.

RWB reports can be sorted and filtered by end users. They can be customized and shared with peers as private reports. The records in the report are often patient records that can be acted upon in such ways as jumping into the patient’s chart, sending the patient a MyChart message, or placing a bulk order for selected patients. Find RWB reports you have access to in Hyperspace by navigating to the Analytics Catalog.

RWB reports use Chronicles as their main source of data, which is real time, and these reports are generally best to run for small windows of time (e.g. one month, one week, etc). RWB reports can be built using inclusion criteria that is run against Clarity and Caboodle data sources which allows for more records to be included in the report. Epic has created many foundation RWB reports that data consumers can review and request be implemented. Find these in Epic’s Report Repository. Note: you must first have an Epic Userweb account to access this catalog.

To access this tool login to Epic and choose the “Analytics Catalog” icon in your Epic toolbar.  If you do not see the icon, use the magnifying glass to search for “Analytics Catalog”.  Once in the Analytics Catalog, choose the “Workbench Reports” Content Type on the left.  To obtain access or to add additional reports, please put in a ticket thru ServiceNow here.

Prism Portal houses the “standard” reports such as AR reports, Controllable losses and Lag Days in division specific folders. It also houses the 3 standard Epic CUBES (transaction, AR and denials).