It has been stated that "If I had my wish, I would like a user friendly report writer for the Pharmacy application". Often, a pharmacy manager or clinical pharmacist has a need to not only create commonly used reports, but also "one off" reports to aquire specific data. Here are some thoughts:
Clinical and Management Reports
This is likely the tip of the iceberg. I would like to get input from Open Vista Customers on the positives and negatives of the Standard Reports available on OpenVista. If you could design from scratch, what would that look like. What have you used in the past that worked well? What did not? Do you use Fileman to create one-off reports? Do you ask someone else in your organization to create Fileman reports when needed? Other thoughts?
In Fileman it is very difficult to program a specific report, unless you have considerable knowledge of the file structure.
A report writer that addresses the issue of file structure is a requirement of a useful tool.
(Crystal Reports?)
The report most often needed is Pharmacist Activity (How many and what type of orders during a specific time period.)
Another is the number of doses dispensed for the IV module and for the UD module for a pecific time period.
A report that can be free-handed with options that focuses on the Drug File is highly desireable.
A designable report of all drugs in the "Formulary" is necessary for JCOAH and to publish.(High Priority) (Fileman requires extensive editing of output)
It should be able to categorize etc.
Patient's on Specific Drugs should be more flexible (have choices of output)
A batch program that allows us to print specific reports on a time schedule.
I appreciate the feedback. Your comments are very timely and appropriate. I anticipate others chiming in on this thread as well. Feel free to follow up on their comments.
Roy
This is fantastic.
Some thoughts:
To start with, I see perhaps two primary user personas to consider here:
1. "Bonnie", the clinical techie, a pharmacist or pharmacy technician, who understands basic pharmacy operations and has an aptitude with software. In VA terms, perhaps a CAC or ADPAC. Bonnie would be able to author reports that weren't part of the standard set.
2. "Clyde", the staff pharmacist, who needs to run clinical and administrative reports in order to meet departmental needs.
The reports tools should insulate both Bonnie and Clyde from much of the internal file structure.
- A Report Author Tool would provide Bonnie with all of the files and fields that are relevant to pharmacy reports using a clinical data dictionary so she could create reports requested by Clyde.
- A couple of Query by Form (QBF) tools would allow Clyde some flexibility in creating a variety of ad hoc and saved reports. FOr example, a QBF might be the Drug File - which internally consists of the drug file and related files (e,g, dosage, va_product , etc.). Clyde might want a list of all Active drugs in the AHFS class Antibiotics that are intended for IV use. He would call up the Drug File QBF, fill in the fields to select on (status = Active, AHFS class = Antibiotics), select a format (if more than one is available), (format = List) and press "Print". The most common QBF tools would be Patient, Drug, and Order.
- A set of canned reports would run as is with minimal input. These could be copied and modified by Bonnie.
In going forward, to create requirements, I would suggest following three basic rules:
1. State the problem that needs to be solved or the departmental goal to achieve. (it's ok to propose a solution, but state the problem first)
2. Create personas and stories to describe relevant scenarios.
3. If you have a solution in mind, create an example of the end product (for example a mock-up of a Pharmacist Activity Report)
Problem:
In approving orders or other processes a listing of activities generated by VISTA with totals is required for financial puposes.
IE. activitity by pharmacists in file 62, listed by activity that requires pharmacist action.
Problem:
For financial and bugeting purposes the total number of net doses dispensed for a definable time period needs to be pulled from VISTA.
Doses sent less doses returned.
Okay we are starting down the road of collaborative requirements (which is a Good Thing)
For Problem #1: We'll need to refine this in order to create requirements. Some things that would help:
a. is there a persona that interacts with the system to solve this problem? Clyde, perhaps?
b. is there a story that describes the workflow? (e.g " Once a day/week/month Clyde provides management with ...")
c. can you create or envision any examples of what the output looks like? grouping? filtering? sorting? (file 62 is ...?)
d. what are the "activities" involved?
For Problem #2:
a; totals per drug, per order, per patient?
b. sample output
c. user story (this answer questions about time frames, etc.)
Problem #1
Will is asked by the DOP every two weeks to provide the Pharmacist activities in Open Vista for a measure of acuity. The DOP is not interested in who did what, but how many activities they
performed as a group during a pay period. (Verified, discontinued,renewed etc.)
As an expansion, this needs to be done on a monthly, and quarterly basis for financial reporting.
Problem #2
Will is asked to find out how many unit doses are sent and how many IV's are sent on a monthly basis. He then uses this number to calculate the percentage of Reported Medication Errors and
the Percentage of Missing Meds as well as the totals are used for budgeting purposes.
The number of missing meds is calculated by hand by counting the requests from wards received from Open Vista. (a report giving this information would save time).
These are overall totals.
Problem# 1 -Pharmacy Acuity Activity Report ( when the solution starts to gel, we can name this accordingly, this is just a suggestion.)
Nice - we now have the use of a persona (Will) and user story that poses the problem to be solved.
We next need to drill down the next layer of detail.
"Will" needs to defined as a persona. How does he differ from Bonnie or Clyde?
The DOP is another persona and for consistency should have a name.
We'll need the complete list of activities that are being counted, and some sort of definition, if it's not obvious
Presumably Pay Period will be configurable, a default period (number of days)
..a picture is worth...alot - A mocked up sample of what the report would look like.
We think for reports identifying a couple of templates will make future report creation much more efficient.
DOP is Boss Hawg. Will is a pharmacist data expert.
The definitions of the activities is from Open Vista.
Pay periods are "from" " to" type configurable dates.
This report could be used for monthly, quarterly, semi-annually or yearly reports if the date is configurable.