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Turning Numbers Nate Moore MBA, CPA, FACMPE Into Knowledge Business Intelligence for Medical Practices Learning Objectives • Describe examples of data exploration using Analysis Services • Recognize sources of data to combine with Integration Services • Differentiate between pulling and pushing data with Reporting Services Business Intelligence Business Intelligence is a set of methodologies, processes, architectures, and technologies that transform raw data into meaningful and useful information used to enable more effective strategic, tactical, and operational insights and decision-making. Boris Evelson http://www.forrester.com/Topic+Overview+Business+Intelligence/-/E-RES39218?objectid=RES39218 Business Intelligence Data is merely the raw material of knowledge. New York Times SQL Server 101 Relational database management system from Microsoft SQL Server 101 SQL Server 101 SQL Server 101 SQL Server 101 SQL Server 101 Learning Objective #1 Describe examples of data exploration using Analysis Services Analysis Services Cubes Measures (numbers like collection dollars or billed charges) Dimensions (ways to categorize measures, like time, providers, and locations) Analysis Services Excel is a great tool to work with cubes Analysis Services Pivot Table Pivot Table Spreadsheet Table Connected to Cube 500K records 2.1 M records Analysis Services Pivot Table Connected to Table Pivot Table Connected to Cube Analysis Services Table Cube Pros Easier to create Complete drill down detail Can group data in Pivot Table Easier to work with large datasets Custom formulas (MTD, YTD) and hierarchies Cons Much larger file size Harder to work with lots of data Requires IT help to create Limited ability to drill down to detail Have to group data at cube level Analysis Services Data Mining Analysis Services Data Mining Classification Regression (discrete values) (continuous values) Segmentation Association (algorithm groups) (already grouped) Sequence Analysis (future routes) Analysis Services Data Mining Classification (discrete values) Will a patient show up for their appointment? Will a patient pay their patient balance? Will a patient respond to treatment? Analysis Services Data Mining Regression (continuous values) What will a patient’s healthcare cost next year? What will a patient’s blood pressure be? What is the value of a new patient? Analysis Services Data Mining Segmentation\Clustering (algorithm groups) Algorithm looks for patterns to define patient categories for analysis Which patient groups are most likely to respond to a medication or a marketing program? Analysis Services Data Mining Association (already grouped) Data already has a group Look at past data to find patterns in the group (Amazon, Netflix) Analysis Services Data Mining Sequence Analysis (future routes) Examine stops along a route to predict future routes Navigation on a website Patients receiving treatments or buying products on a schedule Analysis Services Data Mining Data Mining Model Gather data Choose a model Randomly hold out test data (~30%) Generate model Evaluate model on test data Analysis Services Data Mining What kinds of data are already available in your PM system to predict no shows? Analysis Services Data Mining Primary Insurance Zip Code Co-Pay Day of Week Time of Day Provider Location No Show History Age Gender New vs. Established Referral Source Days between Schedule Date and Appt Date Analysis Services Data Mining Decision Tree Analysis Services Data Mining Model Testing – Classification Matrix Actual Predicted No Show Show Total No Show 26 23 49 Show 5,824 103,498 109,322 Total 5,850 103,521 109,371 Accurate 103,524 Not Accurate 94.7% 5,847 5.3% Total 109,371 100.0% Analysis Services Data Mining Forecasts vs. Predictive Analytics Analysis Services Data Mining Predictive Analytics Technology that learns from experience (data) to predict the future behavior of individuals in order to drive better decisions. Eric Siegel Predictive Analytics: The Power to Predict Who Will Click, Buy, Lie, or Die Analysis Services Data Mining Target using unscented lotion and Predictive Analytics to Predict Pregnancy Analysis Services Data Mining PA vs. Facts PA vs. Changing Workflow to get Facts Predicting the Past Analysis Services Data Mining Learning Objective #2 Recognize sources of data to combine with Integration Services Integration Services Control Flow Integration Services Data Flow Integration Services Integration Services Data Sources Data Destinations Integration Services Control Flow Tasks Integration Services Data Flow Tasks Integration Services Use SSIS to get data into SQL Server to take advantage of: SSAS (cubes and data mining) and SSRS (email and web pages) Integration Services PM and EHR data Eligibility and Benefits data Combine multiple PM systems Learning Objective #3 Differentiate between pulling and pushing data with Reporting Services Reporting Services Alerts vs “Wait and Wade” SSRS Dashboard SSRS Dashboard SSRS Dashboard Reporting Services Tools to add features to SSRS web pages and email Reporting Services Reporting Services What would you track if you could see future appointments? Reporting Services Procedure No Shows/Cancellations Reporting Services Reporting Services You can use the same report on a webpage (pull) or in an alert email (push) with Reporting Services Learning Objectives Those who do not learn from the past are condemned to repeat it. George Santayana Learning Objectives • Describe examples of data exploration using Analysis Services • Recognize sources of data to combine with Integration Services • Differentiate between pulling and pushing data with Reporting Services Next Steps Understand your data with Pivot Tables Get more data with cubes/SSIS Alerts and web pages with SSRS Data Mining and Predictive Analytics Next Steps Watch Excel Videos Pivot Tables (Videos 1-29 and 280-330) mooresolutionsinc.com/videos.php MGMA Connexion article on Pivot Tables mooresolutionsinc.com/articles.php Join Excel Users MGMA Community • Login to www.mgma.com • Go to My Profile, then click on My Subscriptions from the submenu • Choose your delivery preferences for the communities you wish to join • Direct link http://community.mgma.com/MGMA/MGMA/MyProfile/MySubscriptions/Default.aspx • Excel Users is in alphabetical order Nate Moore MooreSolutionsInc.com PivotTableGuy