Reports for Managers Wendy Funk Kennell and Associates

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Reports for Managers Wendy FunkKennell and
Associates
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Data Driven Decision Making

• Significant evolution in availability of central
  data
• Development of MHS Data Repository
• Central warehouse
• Processing, Archiving, Storage and SAS Access
• Data includes DEERS, MTF Data, Claims, Others
• Provides data to M2 for general user access
• (Many other systems also receive MDR/M2 data)

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MDR Functions

• Validation
• Standardization
• Field Derivation

DEERS Markets Costs/Weights
DMIS ID PPS TFL Others
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Basic Data Flow
Data sent to MDR 24/7
MDR File Storage Limited Access
Aurora
MDR Feed Node
Batches
CHCS
Weekly Monthly
DEERS
EAS
M2
1300 users access in M2
Others
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M2 Basics
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M2 Overview

• What is M2?
• Information system used for management analysis
• Contains 5 years of historical data the current
  year. Updates are generally provided weekly or
  monthly, depending on the type of data.
• MDR M2 were developed rapidly in 2000 in
  response to Y2K issues. Never intended to
  stick.
• Limited access initially, now more than 1300
  users worldwide
• Has become imbedded in the day to day to culture
  of the MHS

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M2 Overview

• Users at all levels of the MHS
• MTFs
• Service Headquarters
• Regions
• Intermediate Commands
• HA/TMA
• MHS Schools (i.e. Baylor MHA)

M2 also provides data to many other Service-level
and TMA systems (e.g. Business Planning Tool)
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M2 Overview

• M2 software is intuitive to use
• Looks and feels like Windows
• Easy to get started
• Advanced functionality is also available!
• The data inside M2 is not always intuitive
• WISDOM Course
• TMA Website for dates and locations!
• Waiting List for both Basic Course New Advanced
  Course
• Go ahead and get an account while you wait for
  basic. Advanced course has prerequisites.
• Lots of information useful skills packed into 1
  week!

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M2 Basics

• Business Objects software
• Not specially designed for the MHS, Business
  Objects is a COTS product
• Sits on top of a DB2 database containing MHS data
  files
• Client/server
• Flexible environment, allows for use of standard
  reports and ad-hoc queries
• Powerful tool for analyzing and manipulating data
• Business Objects Training alone is insufficient
  for using ad-hoc features of M2.

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M2

• M2 Data Dictionary
• Excel workbook
• Tab for each data file in M2
• Lists each data element, definition and format
• Include caveats and tips/tricks
• Description of known data problems
• Updated monthly

Should be used by most users with every query!
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• M2 Query Panel (Menu of Choices!)
• Eligibility Data
• Relationship Data
• Health Care Services
• Production
• Reference Tables

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M2

• MAJOR DATA TYPES
• Eligibility Enrollment
• DEERS based files
• Monthly information
• Detail beneficiary level with one record per
  eligible per month or one record per enrollee per
  month.
• Summary files also available

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M2

• MAJOR DATA TYPES
• Health Care Services
• Direct Care Inpatient, Ambulatory and Ancillary
• Purchased Care TRICARE Claims
• Pharmacy Direct, Retail and Mail
• Detail claim or encounter level data.
• Summary files also available

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M2

• MAJOR DATA TYPES
• Production
• Summary data only
• Direct Care Financial MEPRS
• Direct Care Workload Worldwide Workload Report

Lets build a sample query
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Open up a query panel and click to the right data
file. Well use MEPRS
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Click on MEPRS to get a menu of available data
elements!
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Drag data elements you want in your report into
this box!
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Total Expense Pharmacy Stepdown Fiscal
Year Fiscal Month
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• Build conditions in lower box
• Drag over data element you want to condition on,
  and select operator

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• After selecting the operand, M2 lets you
• Choose from a pick list
• Type in what you want
• And more

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Fort Hood DMISID Outpatient Surgery Clinic
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M2

• Users can also run M2 Standard Reports
• Also known as Corporate Documents
• Publishers are functional users who have the
  ability to post reports for other users.
• Regular users can modify and/or run reports or
  simply use the data available in them.
• Many HA/TMA reports are available
• Very quick flash to bang
• Really helpful for new users!

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M2

• M2 Standard Reports
• Some TMA Reports are already run
• Just open them up the datas all there!
• Last refresh date is listed clearly on the top of
  the report
• Most users can update if necessary

Heres how it works.. Well use a report about
unspecified provider specialty codes as an
example.
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• Users log onto M2
• File
• Retrieve from
• Corporate Documents

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Standard Reports
A list of standard reports will pop-up User
highlights report of interest Clicks retrieve
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M2

• M2 Standard Reports
• This report contains of SADRs with bad provider
  specialty codes
• These records get no credit under PPS
• Standard reports were written to give MTFs an
  easy tool to monitor the amount of these records
• All users need to do is open the report and the
  data are there

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M2

• M2 Standard Reports
• Other TMA Reports prompt the user to identify the
  MTF
• Child level DMISID
• When user hits refresh button, report is rerun
  using current data.
• Compare last refresh date with data status
  table to determine whether there have been
  updates in source data since last updated
  centrally.

Heres how it works..
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When a user opens a prompted report, it is
empty.
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The user simply needs to hit the refresh button
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M2 then prompts the user to enter information In
this case, the user enters a DMISID and clicks
run and out pops a report of missing SADRS..
Including who did not report the SADR and how
much the service lost or may lose in PPS funding
as a result.
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M2 Overview

• Results from standard reports can be
• Further analyzed with M2 Slice and Dice Tool
• Saved on your hard drive for future access, or to
  rerun at a later time.
• Copied or exported into Excel
• Downloaded as text
• Etc
• Users can change the reports, add additional
  detail, etc, if desired
• Provides users ability to use the standard report
  somewhat like a template.

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Use provider ID to determine impact of lost
earnings under PPS.
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Sorted list of estimated financial impact of
missing SADRs. By provider ID
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Include Record ID to assist in locating record
that needs completing.
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List of providers and their missing appointment
IDs.
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Some TMA Standard Reports
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TMA Standard Reports

• Developed for different offices within TMA
• Resource Management Reports
• Prime Enrollment
• Eligible Population
• Purchased Care for Enrollees (Primary, Specialty,
  and Inpatient)
• Non-enrolled Care at MTFs
• Provider Productivity

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TMA Standard Reports

• Data Quality Reports
• Written for Data Quality Management Control
  Program Integrated Product Team (DQMC IPT)
• MTF Focused Reports
• Provides a tool for data quality managers to
  improve MTF data
• Most reports mimic required reporting under DQMC
  Program
• Others address emerging topics in data quality
• Some reports are high level
• Others contain actionable information like
  record IDs.

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Data Quality Reports

• SIDR Compliance (SIDR vs. WWR vs. MEPRS)
• Includes Complete per DQMC Metric
• MTF, MTF Service, Year and Month

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Data Quality Reports

• SADR Compliance (SADR vs. WWR vs. MEPRS)
• Includes Complete per DQMC Metric
• MTF, MTF Service, Year and Month
• should be gt 100
• Metric compares Countable Workload with Total
  Encounters

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All Encounters N 31 Million
Count Only N 29 Million
2 Million Non-Count Ambulatory Visits!
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Data Quality Reports

• SADR Compliance (SADR vs. Kept Appointments)
• Uses Appointment Data for a precise match
• MTF, MTF Service, Year and Month
• Half a million SADRs missing in FY07 so far
• Use Action Report to locate exact records that
  are missing

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Data Quality Reports

• Use of AHLTA
• AHLTA is supposed to be a comprehensive source of
  information about ambulatory care at MTFs.
• MEPRS Code Level
• ER Indicator
• Lack of use of AHLTA decreases the value of the
  electronic health record

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Data Quality Reports

• Ungroupable DRGs
• Poorly coded inpatient records
• MTF, MTF Service, Record ID, Year and Month, Est
  
• These cases would receive no PPS credit
• Coders can fix with record ID

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TMA Standard Reports

• Other Data Quality Reports
• Lost PPS Earnings
• Potential provider ID errors
• Unlisted provider specialty codes in direct care
  data
• Ungroupable APGs
• Potential pharmacy table problems

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TMA Standard Reports

• Handbooks have been published for TMA Standard
  Reports
• Report Specification
• How to use the report
• Caveats / User Warnings
• Contact Laura Hopkins (lhopkins_at_kennellinc.com)
  for
• A copy of the handbooks
• Help with reports

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Recap

• MDR is the corporate data warehouse
• Feeds a popular user system called M2
• M2 is a great tool for retrieving and analyzing
  MTF data
• Ad-hoc analysis requires training / detailed
  knowledge of data
• Should take WISDOM course for ad-hoc skills
• Data Dictionary
• Standard reports have been written by TMA for
  newer users
• Report handbooks dictionary

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