Provider, Organization, and Process Focus Studies in Midas+ Seeker

Transcription

1 Provider, Organization, and Process Focus Studies in Midas+ Seeker Dale Thomas Midas+ Solutions Specialist Kat Montano Midas+ Training Specialist

2 Objectives 1. Differentiate between the response types 2. Utilize container response types 3. Build the base of a Focus Study 4. Incorporate rules 5. Enhance the layout 21st Annual Midas+ User Symposium May 20 23, 2012 Tucson, Arizona 2

3 Focus Studies in Seeker Allows organizations to design custom data collection forms that track a particular provider population at the provider and organization levels, as well as at the process level. Allows creation of custom data entry fields to supplement standard Midas+ Seeker modules. 21st Annual Midas+ User Symposium May 20 23, 2012 Tucson, Arizona 3

4 Focus Study Types Provider for studies that involve a provider (no matter which organization is involved) Organization for studies that involve a provider, but are organization specific Process for studies that do not involve a specific provider and only pertain to a process such as Reappointment Audit Checklist 21st Annual Midas+ User Symposium May 20 23, 2012 Tucson, Arizona 4

5 General Steps to Creating a Focus Study Plan Purpose Type Provider Organization Process) Build a Base Select Fields Choose Order Rename Prompts Restrict Dictionaries Define Help Determine Rules 21st Annual Midas+ User Symposium May 20 23, 2012 Tucson, Arizona 5

6 General Steps to Creating a Focus Study Professionalize Align Fields Add Labels (Titles) Lines Blank spaces Tabs Activate & Test Activate (uncheck Draft) Complete the Focus Study 21st Annual Midas+ User Symposium May 20 23, 2012 Tucson, Arizona 6

7 Defining Focus Fields Basic Fields Text Date Time Numeric Word Processing Comments Checkbox Yes/No Yes/No/Blank Yes/No/Blank/NA Formatting Fields Labels Lines Spaces HTML Images Special Fields Select Single Drop Down Select Single Select Multiple Elapsed Days Computed Combined Date/Time Elapsed Combined Days/Time Category Container Fields Tabs Groups Radio Groups Grids 21st Annual Midas+ User Symposium May 20 23, 2012 Tucson, Arizona 7

8 Break for Hands-on 21st Annual Midas+ User Symposium May 20 23, 2012 Tucson, Arizona 8

9 Group Ease of state of change Ease of layout Tab Displays a tab title Fields displayed in tab Grid Container Fields Used to define multiple-field grids with 1 or more columns for data entry 21st Annual Midas+ User Symposium May 20 23, 2012 Tucson, Arizona 9

10 Break for Hands-on 21st Annual Midas+ User Symposium May 20 23, 2012 Tucson, Arizona 10

11 3 Steps for Creating Rules 1. Decide when the rule should be applied. 2. Determine what condition is required for the rule to be evaluated as met or true. 3. Choose what action should result if the specified condition is met or true. 21st Annual Midas+ User Symposium May 20 23, 2012 Tucson, Arizona 11

12 Break for Hands-on 21st Annual Midas+ User Symposium May 20 23, 2012 Tucson, Arizona 12

13 Enhancing the Layout Add images, labels, lines, spaces Choosing the order of your fields Determining prompt width, field width, field height Adding rows & columns Entering instructions Aligning and numbering your fields 21st Annual Midas+ User Symposium May 20 23, 2012 Tucson, Arizona 13

14 Break for Hands-on 21st Annual Midas+ User Symposium May 20 23, 2012 Tucson, Arizona 14

15 Focus Entry Can enter or modify focus data using: Focus Entry Web-based Focus Study application Require a User ID/Password 21st Annual Midas+ User Symposium May 20 23, 2012 Tucson, Arizona 15

16 Standard Reports Focus Definition Focus Study Usage Focus Summary 21st Annual Midas+ User Symposium May 20 23, 2012 Tucson, Arizona 16

17 Thank you for attending. Questions, anyone? Dale Thomas Midas+ Solutions Specialist Kat Montano Midas+ Training Specialist