Reporting Workbench (My Reports)

Reporting Workbench (RWB) is a powerful inquiry support tool that can generate real-time clinical, operational, quality and research reports in a variety of formats, with support for drilling down to supporting data and taking action with clinical and administrative tools.

Use Case

RWB works best for smaller data retrievals and contained populations. Clinicians and managers can use RWB to facilitate chronic disease surveillance, find patients meriting proactive interventions and track clinical and system performance.

RWB queries are real-time, pulling current data from the active health record. The Epic Clinical Information System production databases are optimized for clinical work; ensuring fast and precise movement through a patient's chart and quick answers to questions about individuals. Production databases can also be used to answer questions about groups of patients. But they are not optimized for this. Other inquiry tools (e.g., Crystal Reports, SlicerDicer) work with data abstracted and organized for the study of patient populations.

Reports based on real-time data work best when focused on smaller groups of patients, defined clinical contexts, and short or recent time intervals where the need is for:

  • Up-to-the-minute information

  • Easy display of patient-level clinical data

  • Linked and actionable results

Access

RWB is opened as an activity in Hyperspace by searching for "My Reports" in the Epic menu (consider personalizing and adding this menu item to the top Toolbar) or via Chart Search (top right search box, using "Reports" as search term). All prescribers have access to RWB.

Finding Reports

RWB reports and templates can be browsed and searched within the RWB activity. They can also be retrieved via an "Analytics Catalogue" button revealed when a Dashboard title is selected in the My Dashboards activity. The Analytics Catalogue can also be found via Chart Search (keyword "Analytics").

Running Reports

The following guide includes simple instructions and screenshots covering how to open and run reports from RWB, My Dashboards or the Analytics Catalog. Skills are illustrated for setting up notifications, saving personalized reports, marking favourites, sharing results, saving results, printing and exporting data.

Using Reports

Report results can be managed to suit the clinical purpose. Interacting with the report display (e.g., column headers) gives access to things like sorting tools, filters and setting anchor columns. In addition, users can save a personal copy of the report. Many more report customizations become possible. The following Guide provides simple instructions (p11ff).

Organizing Reports

Once a report has been marked as a "Favourite", it becomes part of one's personal collection of reports. This collection can grow over time and may benefit from use of folders to group different types of reports.

Adapting Reports

A series of "Inquiry Clinics" explore how to adapt RWB templates and reports to address the data needs of specific clinical questions. Clinic presentations are recorded and each case includes a "Crib Sheet" illustrating RWB report settings that can address one or more inquiry needs suggested by the use case.

Sharing Reports

There are a large number of RWB reports available via the RWB Library tab, and many can immediately address common clinician needs. However, reports usually serve better when criteria are fine-tuned to fit a specific group, area or the details of a more specific clinical question. Realistically, a subset of clinicians will take time to become more RWB-proficient, then generate customized reports. These can be shared with specific users. Additionally, any user can look up the shared library of another user.

Training

Resources

References

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