EAS IV Repository I

EAS IV Repository I:
Navigating Through the
Repository
Tri-Service
2005 Medical Expense and Performance Reporting System (MEPRS) Conference
Cindy Vasquez and Charlee Wunderlin
SRA International, Inc
[email protected] and [email protected]
Unit Objectives
After completing this module, workshop
participants will be able to:
 Successfully interpret and apply the EAS IV
Repository class matrix listing which classes can and
cannot be combined.
 Understand the basics of Business Objects
 Differentiate across the various EAS IV Repository
classes and distinguish what type of MEPRS data
are contained in key classes.
 Given specific scenarios and data requirements,
build and execute EAS IV Repository queries that
satisfy varying report needs.
2
Logging-on
If a Security Domain dropdown button is present,
select the EAS IV Repository
domain
3
Logging-on
Choose Default Universe
- or Specify Universe
4
Logging-on
Select OPTIONS
from the TOOLS
Menu
Under the New Document tab choose
“Use a Default Template” and “Use the
Default Universe.” Select EASIV
Repository Universe from the drop
down menu.
5
Creating and Running Queries
EAS IV Repository Universe Query Panel
Toolbar
Result
Objects
Box
Classes and
Objects box
Conditions
Box
Query Buttons
6
Creating and Running Queries
Click on + sign
next to icon to
expand and see
Objects for each
Class.
Objects
Classes
7
Creating and Running Queries
Adding Objects
to Result
Objects Box:
•Double-click
Object
(Select and stretch objects
to view full descriptions)
•Drag and drop
Object
•Drag and drop
entire Class -adds all Objects
within the Class
8
Creating and Running Queries
Deleting Objects from
Result Objects Box:
- Click and hit Delete key
- Right-click and select Remove
9
Complex Conditions
1.
Complex Conditions involve two
steps. 1) Select an Operator, and
2) Select an Operand
2.
Use Complex Conditions
to better define your query,
eliminating unneeded data.
10
Most frequently used OPERATORS
To Obtain data that……
Operator Needed
Is equal to one given value
Equal to
Is the same as any of a list of values
In List
All contain the same character or characters
Matches pattern
11
Most frequently used OPERANDS
If you want to
compare the
condition object
with…
Select Operand...
Then...
Values that are typed
Type a new constant
Type the values with a comma
between each one.
Values that you select Show list of Values
from the object’s list
of values
1.
2.
Hold down the Ctrl key.
Choose the desired value(s),
then click OK.
Values that user will
Type a new prompt or
select when the query Show list of prompts
is run
1.
2.
Type prompt for user.
Press the Enter key or Select
a prompt from the dialog box
that appears.
12
Hands-on Application
Complex Conditions
Exercise
Complex Conditions Exercise: Challenge
• Produce a report listing the 2004 Direct
Expenses by 3rd Level Functional Cost Code
for 0037 Walter Reed and 0117 Lackland.
14
Complex Conditions Exercise: Approach
Results Objects:
Class 21: Fiscal Year, Parent DMIS ID, 3rd Level
Functional Cost Code, Direct Expense
Conditions:
Class 21: Fiscal Year Equal to 2004
And Class 21: Parent DMIS ID In List 0117,0037
15
Complex Conditions Exercise: Results
Note: Data extracted 8 July 2005
(Partial Results)
16
Creating and Running Queries
Complex Conditions appear in
the Conditions Box.
17
Creating and Running Queries
Applying another
complex condition.
Notice when added to
Conditions Box, it
adds the word “And”.
18
Creating and Running Queries
Deleting a Complex
Condition
Click on the Condition to
be deleted
Right click and select
Delete Or Hit Delete key
19
Creating and Running Queries
Click Run to
execute query
20
Modifying Queries
To make a change in your query,
- select Data, Edit Data Provider…
- or select Edit Data Provider icon.
21
Modifying Queries
You will return to the
Query Panel where you
can make any necessary
changes.
Once changes are made,
press Run again.
22
EAS IV Repository
Universe
• Contains 25 Classes – logical
groupings of specific data
elements or “Objects”
• Queries are constructed by
selecting Objects from valid
Class combinations
23
EAS IV Repository Universe
Compatible Class Combinations
• X’s in the matrix indicate compatible classes – your queries can
contain objects from compatible classes only
• Y’s identify principal classes – you must select objects from
the principal class first, followed by other compatible classes
24
Class 01: Location
• Class 01 can be used with
all other EAS IV Classes
except 11 – MTF ASD table
• Can be used to define scope
• All values are categorical, no
quantitative data included
“Child” or “Reporting” facility information
HS Region is mapped by Reporting DMIS ID,
not Parent DMIS ID as in MEQS
Service-specific facility groups
25
Class 02: Load Status
• Class 02 can only be used
with Class 01
• Data load dates by Parent
Facility and fiscal month
• All values are categorical, no
quantitative data included
Data load dates by
fiscal month (01 – 12)
Data Load Status Codes:
C - Completed Successfully
More detailed EAS IV data
load information is
available in Class 23
26
Hands-on Application
Exercise 1
Exercise 1: Challenge
• Produce a report listing the EAS IV
Repository data load status for Fiscal Year
2005 for Army MTFs in the North Atlantic
Region Medical Command.
• Hint: MTF’s should have already submitted
FM09 (June) data.
28
Exercise 1: Approach
Results Objects:
Class 02: Fiscal Year, Parent DMIS ID, Load Date 01,
Load Date 02, Load Date 03, Load Date 04,
Load Date 05, Load Date 06, Load Date 07,
Load Date 08, Load Date 09
Class 01: Parent DMIS Name, Regional Medical Code
Conditions:
Class 02: Fiscal Year Equal to 2005
And Class 01: Regional Medical Code Equal to NORTH
ATLANTIC
29
Exercise 1: Results
Note: Data extracted 08 July 2005
30
Class 05: Common
Expense Elements
• Can be used only with
Classes 06, 07, 09, 10
• DoD – standardized
financial information
• All values are categorical, no
quantitative data included
F - Financial
M - Manual
P - Personnel
SEEC-based – remnant from Enrollment
Based Capitation (EBC) – not current
D - Direct
R - Reimbursable
S - Resource Sharing
31
Class 06: Expense Detail
• Principal Class, compatible
with 01, 03, 04, 05, and 11
• Includes major expense
components
MTF-specific 4th-level FCC descriptions
can be obtained from Class 11
DoD-standard 3rd-level FCC descriptions
are available in Class 03
Total Expenses can be computed by adding:
• Direct Expense Net Month
• Purified Expense
• Expense Contributed
• Stepdown Expense from D accounts
• Stepdown Expense from E accounts
32
Hands-on Application
Exercise 2
Exercise 2: Challenge
• Produce a report listing Fiscal Year 2005
Medical/Dental Supplies expenses for
Sheppard AFB Hospital (DMIS ID 0113) by
fiscal month.
• Hint – use DoD SEEC Category 8 from Class 5
• Pull DoD SEEC Category Description from Class 5
34
Exercise 2: Approach
Results Objects:
Class 06: Fiscal Year, Fiscal Month Mm, Parent DMIS ID,
Direct Expense Net Month
Class 05: DoD SEEC Category, DoD SEEC Category
Description
Class 01: Parent DMIS Name
Conditions:
Class 06: Fiscal year Equal to 2005
And Class 06: Parent DMIS ID Equal to 0113
And Class 05: DoD SEEC Category Equal to 8
35
Exercise 2: Results
Note: Data extracted 08 July 2005
36
Class 08: Common Expense
Allocation Keys
• Compatible only with
Classes 09 & 10
• All values are categorical, no
quantitative data included
Identifies the type of expense
•
•
•
•
•
•
•
1 – Direct
2 – Cost Pool
3 – Support Services
4 – Support Services via Cost Pool
5 – Ancillary
6 – Ancillary via Cost Pool
7 – Expense Contributed
Provides personnel skill type detail
(“N” indicates Non-Personnel Expense)
Specific allocation expense contributions.
For example, Rx expenses by inpatient
FCC, or from a reporting DMIS ID
To account for all Ancillary or Support
Expenses allocated, you must include expenses “via Cost Pools”
37
Class 09: Expense Allocated
• Principal Class compatible
with 01, 03, 04, 05, 08, & 11
Exact type of expense is determined
by Objects from compatible Classes.
(For example, selecting “Expense
Indicator” from Class 08 returns
expenses by specific Expense Indicator)
38
Wildcards
• Wildcards are used with the “Matches
pattern” or “Different from pattern” operators
• Two wildcards are valid in Business Objects
• “%” represents all characters
• This query returns all 4th-level FCC’s ending
in “5” (APVs) at DMIS ID 0037
39
Wildcards
• The second wildcard, “_” represents specific
character positions
• This query returns all 4th-level FCC’s
beginning with “A” and having an “X” in the
3rd position (inpatient costpools) at DMIS ID
0037
40
Hands-on Application
Exercise 3
Exercise 3: Challenge
• Produce a report detailing the FY 2004
pharmacy expenses in support of Ambulatory
Internal Medicine by NMC Bethesda (DMISID
0067) reporting MTFs.
• Hint – use 3rd Level FCC = BAA (Ambulatory Internal Medicine)
42
Exercise 3: Approach
Results Objects:
Class 09: Net Month Expense
Class 08: Fiscal Year, Parent DMIS ID, DMIS ID, 3rd Level
Functional Cost Code,
Providing Functional Cost Code
Class 03: 3rd Level Functional Cost Code Description
Class 01: Parent DMIS Name
Conditions:
Class 08: Fiscal year Equal to 2004
And Class 08: Parent DMIS ID Equal to 0067
And Class 08: 3rd Level Functional Cost Code Equal to BAA
And Class 08: Providing Functional Cost Code Matches
Pattern DA%
43
Exercise 3: Results
Note: Data extracted 08 July 2005
44
Class 20: FCC Expense
Summary
• Principal Class compatible
with 01, 03, 04, & 11
Includes aggregated
expense components after
purification of cost pools –
therefore double counting
occurs
Total Expense is the sum of all
cost components detailed
45
Class 21: FCC Summary
• Principal Class compatible
with 01, 03, 04, & 11
Ancillary FCCs
only
Non-Purified
FTEs
• Includes summary workload,
FTE, and expense data by
FCC. Enables easy linking of
workload, personnel, and
expenses in a single query
Salary expenses are
pre-purification
Direct Expense
Purified Expense
+ Stepdown Expense Contributed
Stepdown from D
Stepdown from E
Admin Clerical Salary
Total Expense
Clinician Salary
+ DC Professional Salary
DC Para-Professional Salary
Registered Nurse Salary
Personnel Direct Expense
46
Hands-on Application
Exercise 4
Exercise 4: Challenge
• Produce a report detailing the FY 2005 Ambulatory
Total Visits, Clinician Salary, and Direct Care
Professional Salary at Brooke AMC (DMISID 0109)
by 3rd Level FCC.
48
Exercise 4: Approach
Results Objects:
Class 21: Fiscal Year, Parent DMIS ID, 3rd Level Functional
Cost Code, Total Visits,
Clinical Salary,
Direct Care Professional Salary
Conditions:
Class 21: Fiscal Year Equal to 2005
And Class 21: Parent DMIS ID Equal to 0109
And Class 21: 3rd Level Functional Cost Code Matches pattern B%
49
Exercise 4: Results
(Partial Results)
Note: Data extracted 8 July 2005
50
Review of Objectives
Unit Objectives
After completing this module, workshop
participants will be able to:
 Successfully interpret and apply the EAS IV Repository class
matrix listing which classes can and cannot be combined
 Understand the basics of Business Objects
 Differentiate across the various EAS IV Repository classes and
distinguish what type of MEPRS data are contained in key
classes.
 Given specific scenarios and data requirements, build and
execute EAS IV Repository queries that satisfy varying report
needs. Successfully interpret and apply the EAS IV Repository
class matrix listing which classes can and cannot be combined
52
EAS IV Repository I:
Navigating Through the
Repository
Questions?
Comments?
Tri-Service
2005 Medical Expense and Performance Reporting System (MEPRS)
Conference
Additional Challenge (if time permits)
• Go to Edit Provider and change Exercise 4 by adding
FY 04 and Parent DMIS ID 0037 Walter Reed and
0029 NMC San Diego. RUN it.
• Go to Slice and Dice. Keep only Total Visits and
place PDMIS on top so data is side by side.
• Show top 3 ranking of 3rd Level FCC.
• Take ranking off 3rd Level FCC and practice Breaks.
• Put a Break on PDMIS and show different options.
• Show SUM calculation on Total Visits and how the
order of the icons matter.
54