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EPIC TRAINING COG170 COGITO
FUNDAMENTALS PRACTICE MODULE 2026
CLINICAL DOCUMENTATION AND
REPORTING WORKFLOWS
โ The 7 types of component records available in Radar: Answer: GraphLink Message Board Native HTML Report Listing Table Tranche (This type is not currently used) โ For Data Source there are 3 available options: Answer: recent Reporting Workbench reports, favorite reports, and saved results. โ SlicerDicer is a data-first reporting tool. Answer: This means that when you first open up a data model, you start with the entire population, and then add appropriate criteria to hone in on the most important data. Your population starts with a
base and is refined using criteria. The available criteria come from the list of filters. โ Criteria are often the first pieces of a population that a user modifies. Criteria refine a population to only the desired records. A user will usually add new criteria by clicking Browse in their Population to select from the available criteria. Two options for browsing criteria: Answer: Favorites: each user can add criteria to their list of favorites by clicking the star that appears when they hover over an option. All: a list of every available criterion in this data model. โ Which options does the criterion button allow in a SlicerDicer session? Answer: Add sequential criteria, which returns records where one record precedes another Add overlapping criteria, which returns records where all criteria are met simultaneously Specify date range, which allows each criterion to use its own date range, which returns records where one record precedes another โ A requester asks for data that you will create in SlicerDicer that involves information being returned for patients that were not readmitted within a week after being discharged. Which example of criteria is this?
the patient master file uses contacts for patient encounters. Individual data points within a record or contact are stored in items. For example, the patient master file has an item that stores social security number and an item that stores admission date. Items that store multiple pieces of information at a time have multiple lines. For example, there is an item for diagnoses that has one line for each diagnosis entered. โ You are fulfilling a request for a user that needs a report of patients who were seen by either a nurse practitioner or a physician from the previous day. Which database would be most appropriate to obtain the requested data? Answer: Caboodle โ A outpatient scheduler at a doctor's office needs a report that runs every morning to show what patients were scheduled for an appointment, which patients showed up, provider, and encounter type. Which of the following reports would be appropriate to meet the needs of the user? Answer: a) Workbench report b) SlicerDicer session c) Contact-based report d) metric-based report โ Summary level vs. summary target
Answer: A summary level is a conceptual way to group data. For example, you could group your data by department, and department would be a summary level. A summary target is a specific entity in a summary level. For example, you might be interested in only the data from one obstetrics department, and that department would be the summary target. โ What steps does a builder take to build a component. Answer: To build a component with one resource but many targets, go to the Data Source form of the Component Editor. Once you set the Allow Multiple field to "Summary Locations", the rest of the Data Source form changes as well. โ Master Files for building records: Answer: IDM - Dashboards IDB - Components IDK - Dashboard Resources IDN - Metrics Definitions HRN - Report Runs HRX - Reports HGR - Report Templates PAF - Columns HRX - SlicerDicer Sessions, Workbench report, Epic-Crystal report FDS - SlicerDicer Filters
Answer: Every slice, measure, or criterion used by SlicerDicer is an FDS record. These records each list the different SlicerDicer data models in which they can be used. โ FDM master file - SlicerDicer Data Models Answer: Epic-released and custom built data models are stored as FDM records. Data models do not list their available filters (FDS records). โ What type of filters tend to be used for representing currency, intervals of time, and clinical measurements such as height, weight, or temperature? a) Numeric b) List c) Operational d) Analytical Answer: a) Numeric โ Epic-released FDS with a data type of Date will always be a ..... Answer: Column Only filter. This means the dates are used in the Detail Table view in SlicerDicer to view the date of an event, but these filters are not used as criteria, slices, or measures.
โ True or False. Users can personalize their dashboards that can't be altered or updated by report builders and administrators. Answer: False. Report administrators and builders can update the source dashboards that will cause the personalized copy of a user's dashboard to be updated as long as it does not conflict with the personalization of the end user. Otherwise, the settings of the personalized dashboard remain unchanged. If this occurs, there are no changes lost to the end user. โ You have created a Workbench report for a user to return patient encounters, current prescribed medications, patient name, DOB, and primary provider. The report has been validated and moved to production. The user reports the next day that they are trying to just view a portion of the report results that only show patients with one specific provider. How do you assist them with this issue? a) Create a new report based on just the specific information b) Have them create a SlicerDicer sesson c) Tell them to make a personalized copy d) Advise them how to filter out their report results so that they can change the criteria to only view data returned for the one provider. Answer: d) Advise them how to filter out their report results so that they can change the criteria to only view data returned for the one provider.
โ True or False: All users must have Action Groups set up in their User Record in order to run Reporting Workbench reports. Answer: False. The ability to run reports is piece of functionality, and is therefore controlled by your security points, not your Action Groups. โ What is a "response each time" item in Chronicle? a) An item that can contain multiple lines of data on a single contact. b) An item that can contain different data across different contacts. c) An item that is required to be assigned a value on every contact. d) An item that requires the user to select a response from a list of choices. Answer: b) An item that can contain different data across different contacts. โ True or False: In the use's Reporting Workbench security class, you can specify individual reports the user has access to. Answer: False. A security class does not grant access to content. Instead, each security point is a piece of functionality like the ability to create new reports, personalize a dashboard view, or from SliceDicer. โ True or False: In order for a user to see a report in the Analytics Catalog, the user and the report must have at lease one report group in common.
Answer: True. A user doesn't have access to an RW report unless both the user and the report share a report group in common. โ A Cogito Business Analyst makes a SlicerDicer session using the Patients data model. They then create a graph component using the session and add the component to a new dashboard they are making. What master files did the analyst create new records in? choose all that apply: a) IDM b) FDM c) IDB d) FDS e) HRX Answer: a) IDM c) IDB e) HRX โ One of the users is dissatisfied with the Message board component on their dashboard. They can see other users' posts, but can't make their own posts. What could you edit to fix this? a) Add a new security point to this user's security class b) Add this user to the list of Authors in the Component Editor c) Add a new report group to this user's EMP record d) Add the component to this user's list of favorites
Answer: b) The component's summary target Lookup Method CANNOT be set to "Specific Value". c) The "Use override settings to control components on this dashboard" MUST be checked on the Resource Settings form of the dashboard. d) The component's Data Source MUST be Dashboard Resources. โ True or False: It is possible to assign multiple Report Groups to a template. Answer: True. In the Template Manager, the Report Groups field is multiple response. โ Which of the following tools allows Benchmarking across other Epic community members? Choose one answer: a) Dashboard Metrics b) Reporting Workbench c) SlicerDicer d) Workbench Summaries Answer: a) Dashboard Metrics โ Two users run the same report. One user sees an action, foe example the Letter action, at the top of the report but the second user does not see the action. Why might this be? Choose all that apply:
a) They have different report groups assigned in their user records. b) They have different security points assigned in their RW Security Classes. c) They have different user security. d) They have different action groups assigned in their user records. Answer: c) They have different user security. d) They have different action groups assigned in their user records. โ Who is responsible for training reporting content to managers and supervisors before go-live? Answer: Application PT's and Credential Trainers. โ What is the largest group of reporting users that the Cogito training team is primarily responsible for? Answer: Power Users are the largest group of reporting users owned by the training team. โ. Which type of users are best trained through one-on-one sessions? Answer: Executives & Administrators โ When should managers and supervisors attend the Reporting in Epic class?
Answer: False. Application PTs and BIDs own some reporting training โ What are some strategies for leading a successful Reporting in Epic class? Select all that apply. A. Learn about your audience's needs and expectations in advance. B. Tell trainees that the class is focused on tool training, not application reporting content. C. Identify resources for questions about application-specific content. D. Understand what reporting training happens outside of Cogito- owned classes. Answer: A. Learn about your audience's needs and expectations in advance. B. Tell trainees that the class is focused on tool training, not application reporting content. C. Identify resources for questions about application-specific content. D. Understand what reporting training happens outside of Cogito- owned classes. โ There are two training environment limitations that impact where you choose to conduct reporting: Answer: Actual data is limited and unrealistic SlicerDicer and third-party tools are not available
โ Analytics Catalog Answer: The Analytics Catalog is a database of reporting content available to you. You can filter results by favorites, content type, and tags. Search by keyword. View results as cards or list view. โ Report Description Answer: Use the descriptions to determine if a report meets your needs. โ Purpose of a dashboard Answer: is to display information you care about. โ Show Catalog Answer: The Catalog contains all of the dashboards, components, and reports available to you. โ Add item to your favorites Answer: Hover over the catalog record and click the star to favorite it. โ Thresholds are another useful visual indicator that help you analyze and act on a component.
- Filters can be used as criteria, as slices, as measures, and as display columns in the detail view.
- Slice: a slice divides up a population in SlicerDicer โ Who is the intended audience of SlicerDicer? Answer: SlicerDicer is a self-service reporting tool designed for end users. โ Information in Chronicles is divided into ________________ that contain information about a broad subject. A. Tables B. Master Files C. Contacts D. Lines Answer: B. Master Files โ Which of the following are SQL databases? A. Chronicles B. Clarity C. Caboodle Answer: B. Clarity and C. Caboodle โ What is the difference between a metric definition ๏ดพIDN๏ดฟ and a dashboard resource ๏ดพIDK๏ดฟ?
Answer: A metric determines how a particular value is calculated, i.e. the definition of the metric. A dashboard resource determines how a particular metric is presented to a user within the frame of a component. โ Where can you go to research Epic-released metrics to use in your build? A. Google B. UserWeb > Metric Repository C. UserWeb > Cogito Benchmarking topic D. Analytics Catalog Answer: B. UserWeb > Metric Repository โ When do the Summary Level ๏ดพe.g. Department or Service Area๏ดฟ and Summary Target specified on a dashboard override a component's settings? Answer: If a component has the data source of Dashboard Resources and uses a dynamic lookup method, then the dashboard's summary level and target will override the component's settings. โ Why would someone want to use Reporting Workbench in place of SlicerDicer? Answer: Needs today's data, SlicerDicer doesn't contain the data points the user wants, user wants to take many different actions on the data,
