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Period Indicator Report Step-By-Step
This step-by-step tutorial will guide the user in the creation of making indicator reports, using a Period Indicator Report period indicator report as an example. It will show how to create the underlying components for the report as well as how to set up the first question.
See Indicator Report Definition for details.
Create a report that only includes people patients in the Heart Failure Program. Many questions will restrict by gender. The first question will be:
* Percentage of men whose main job is farming
Step 1. Build Cohorts
Step 2. Build Indicators
Step 3. Build Dimension
Step 4. Create Report
Step 1. Build Cohorts
1 | Click 'Administration' from the main toolbar. |
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2 | Under 'Manage Report Definitions,' select 'Cohort Queries'. | |
3 | Our first cohort will contain all male patients. Select 'Gender Query' by clicking the plus sign next to the cohort category. | |
4 | Type the name of your cohort under 'Name. |
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Needed components (Must be done in this order as the first items are building blocks for items thereafter):
Step 1. Build Cohorts
Step 2. Build Indicators
Step 3. Build Dimension
Step 4. Create Report
Step 5. Add Filter
Step 6. Add Dimension
Step 7. Add Question
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' In this case, we will name it 'Male Cohort'. You can type a more detailed description under 'Description'. |
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5 | We want to include only males in this cohort. As such, under 'Properties,' set the Male property to be 'True' and a fixed value. If you want to decide whether to include males or not each time you run your report, you can set this as a parameter. We do not want to include females or patients of unknown gender in the report, so check 'False'. Click 'Save.' | |
6 | We will now build our second cohort, 'Farmers', which will contain all the patients whose main occupation is farming. Go back to the 'Cohort Query' page by clicking the 'Cohort Queries' link on the toolbar above. | |
7 | This type of query is a 'Coded Observation Query.' Click the plus sign next to the 'Coded Observation Query' to create the Farmers cohort. | |
8 | Type 'Farmer Cohort' under name, and under properties, add in the observation 'MAIN ACTIVITY.' This is a fixed value, as you do not want to change the observation each time you run the report. Also, set the type of observation to 'Last' to take only the latest occupation of the patients into account. Under 'Constraint', set the comparison to a fixed value, the comparison to 'IN,' and the value to compare against to 'Farmer.' This sets the observation of 'Main activity' to the value 'Farmer.' All of these fields are fixed values because we do not want the choice of changing what the cohort contains each time the report is run. | |
9 | We will now create our final cohort for this report, the 'In Heart Failure Program Cohort', which will contain all patients who are in the Heart Failure Program on a specific date. Go back to the 'Cohort Query' page and click the plus sign next to 'In Program Query'. | |
10 | Under 'Name', type 'In Heart Failure Program.' Under 'Properties', set Programs to a fixed value and the 'Heart Failure Program.' Under 'Or Specifically', since we want to check the patients in the heart failure program on a specific date, set the property as a Parameter, as we may change the date each time we run the program, and the label as 'effectiveDate.' Then click 'Save'. |
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You are now ready to build an Indicator.
Step 2. Building Indicators
We will now build the 'Farmers Indicator', which will return the percent of farmers in the Heart Failure Program at the report 'End Date' and in a specific location.
1 | Under 'Administration', click 'Indicator Definitions'. | |
2 | Under 'Indicator Manager', click 'Create Cohort Indicator' to create a new indicator. | |
3 | Under 'Name' time in 'Farmers Indicator.' Under 'Type', select 'Fraction', since this indicator will show the percent of farmers in the heart failure program. The 'Count' type will return the number of individuals in a cohort, and the 'Logic' type will allow you to perform other aggregate functions such as mean, median, etc. | |
4 | For the 'Location Filter', click edit mappings to set it to 'Health Center Location.' Set it to a parameter, and of type 'Location.' Now, the indicator is restricted to a health center location which will be passed in at the run of the report. | |
5 | For the 'Numerator', click edit mappings, and choose 'Farmer Cohort' for CohortDefinition. | |
6 | For the 'Denominator', click edit mappings, and choose 'In Heart Failure Program'. Note that the numerator is automatically constrained by the denominator, so only farmers in the Heart Failure Program will be aggregated in the numerator since 'In Heart Failure Program' is the definition of the denominator. | |
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