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APeX Reporting Overview

Sayan Chatterjee APeX Reporting Manager June 06, 2014

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Reports in production by numbers• There are 1350 reports available in APeX

production right now.• The list includes 797 Clarity reports and

446 Reporting Workbench(RWB) reports.• We also have 107 Application reports

that’s owned and maintained by various application teams.

• There are 211 Live ClinDoc reports which is highest among all Clinical applications.

• Resolute HB has 271 reports in prod, highest among all Financial applications.

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ADT

Ambulatory

Ambulatory

SOE

Anesthesi

aASA

P

Audit Secu

rity

Caden

ce

ClinDoc

HIM HOD

MyChart

Obstetri

cs - S

tork

OpTime

Orders

Profee

Billing -

Resolute

Resolute

HB

Willo

w0

50

100

150

200

250

300

Live Reports By Application

Total

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Ambulatory

Wav

e 2 Go-Li

ve

Ambulatory

Wav

e 3 Go-Li

ve

Ambulatory

Wav

e 4 Go-Li

ve

Enter

prise G

o-Live

Optimization

Regulat

ory Criti

cal: 2

012

Regulat

ory Criti

cal: 2

013

Willo

w Go Live

0

100

200

300

400

500

600

700

800

Reports in production by delivery phase

Total

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Application Report Crystal (Clarity) Crystal (Clarity) - BOE Reporting Workbench (RWB)

0

100

200

300

400

500

600

700

800

Reports in production by Reporting Tool

Total

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Monthly Research Study Builds REP0041112

• This report is used by executive clinical trials leadership to assess clinical trial information and billable research procedures loaded in APeX.

APeX Reporting Team have created several Research related reports since APeX Go-Live. Here are some examples:

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Research New-Maintenance Study Activity REP0041740

• This report was created to ensure proper resource staffing and support from APeX to our school of medicine and hospital leadership.

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Summarized Monthly Study Research Revenue and Patients REP0042992

• The report provides current active trials, including information on trial CHR study code, study name, PI, CR, department, DPA/Fund/NCT, # of patients linked to the trial and the amount of billable charges.

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Research Study Summary Report REP0043643

• Provides a summary of each research, the number of patients in the study, the total balance of research studies, and the total charges associated with the patients in that study.

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Summary Patient Enrollees by Enrollment Status REP0047068

• This report was created for Associate Vice Chancellor of Research and for Noridan Auditors who needs to know how many research study participants we have in our APEX system. The report also includes a grand total summary that tallies up by enrollment status total numbers.

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Summary Patient Enrollees by Research Study by Enrollment Status REP0047074 • This report summarizes research studies by total patients by their

research enrollment statuses, provision of information to the Associate Vice Chancellor of Research and for Noridan Auditors, who desire to know how many research study participants we have in our APEX system including statistics on overall enrollments/research study participants at UCSF that have been registered through APeX.

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Research Enrollment CRC Compare to Research Study REP0048914 • Validates active Clinical Research Coordinators which

are maintained by the CRC community. Frequent updates to CRC personnel are always occurring, however the research study enrollment file where CRC's are also listed do not get updated by this process, therefore there may be out of date CRC's recorded on the Enrollment Record, which can create confusion on patient oversight.

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Detailed Patient Enrollees by Research Study by Enrollment Status REP0049332

• Provides leadership a listing of the study participants in a given (selectable) study by enrollment status.

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Research Study Encounter Personnel Auditing Report REP0050328• The report was created to determine personnel

(registration, study personnel) who link the patient encounter to the research study via the encounter form (ambulatory) or the provider/research form (inpatient).

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Running Research reports in APeX• Find the My Reports Activity and navigate to the

Library and search for the REP number.

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• Add the report to favorites by clicking the star on the left of the report name.

• Click Request Report and the report will run.

• View the results when the report is Ready to view.

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March April May June July August September October November December0

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20

30

40

50

60

70

AdHoc (One-Time) Reports Completed in 2013

Total

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Key Reporting Extracts Built From APeX• EPSI– Cost accounting data from RWB.

• Press Ganey– Inpatient, Outpatient and Pediatric

extracts from Clarity.• CipherHealth

- Automated discharge phone follow up.• MacroHelix

- Pharmacy charges/encounters extracts.• UDAR

- Grateful patient program.

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Please send your questions/comments: Sayan.Chatterjee@ucsfmedctr.org

Thank You