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The version of the page that you are viewing is a draft version or a supporting document. © Cerner Corporation. This document contains confidential and/or proprietary information belonging to Cerner Corporation and/or its related affiliates which may not be reproduced or transmitted in any form or by any means without the express written consent of Cerner unless otherwise provided. Use of this document is subject to the Terms of Use ( http://www.cerner.com/Terms_Of_Use/ ). The Terms of Use contain restrictions on use and distribution of this content, including use and distribution restrictions applicable to DHMSM and other government users. 1/28 Cerner Clairvia Reporting Capabilities Version 8.3 and Later The Cerner Clairvia Suite of Products Cerner Clairvia presents an integrated patient-centric and outcomes-driven software suite to assist organizations in aligning patient care resources using real- time information about patient conditions. Emphasis is placed on the outcomes of care with both meaningful and timely information at the point of care when expected clinical outcomes and length of stay goals are not achieved. Cerner Clairvia solutions include the following fully integrated modules: Staff Manager Outcomes-Driven Acuity Demand Manager Patient Progress Manager ShiftAlert Assignment Manager Overview of Cerner Clairvia Reporting Capabilities The reporting capability of the Cerner Clairvia Suite (Cerner Clairvia) provides a single source of patient and resource information, leveraging data that is automatically imported from your Human Resource, Payroll, Time and Attendance, Registration/ADT and electronic Clinical Documentation systems. These reports reflect the most accurate information at the time they are run, supporting organizations in their efforts to optimize patient care, patient throughput, patient safety, productivity, and end-user satisfaction. Cerner Clairvia comes with a set of standard reports each of which offer users between two and twenty parameters to select from allowing users to tailor the report to their needs. For example, the 4-week schedule report allows the user to select the employees, shifts, and start date to be included, supporting all employee schedules as well as schedules by skill. The Custom Reporting Capabilities section shows a sample of the types of reports that customers have created or contracted with Cerner Clairvia to create using the data in the Cerner Clairvia system and a third party report writer such as Crystal Reports. This provides organizations with the flexibility needed to meet the reporting requirements for regulatory bodies, legislation, quality initiatives, and internal hospital reporting needs. Certain reports may require specific interfaces or Cerner Clairvia modules. These have been noted throughout this document in italics. *Use of Nursing Outcomes Classification (NOC) requires written permission from: Permissions Department, Elsevier, The Curtis Center, Independent Square West, Philadelphia, PA 19106, [email protected] **Patent Pending. Property of Cerner Clairvia, 2525 Meridian Parkway, Suite 150, Durham, NC 27713. Telephone: 866-807-8233 Cerner Clairvia 8.3 Reporting Capabilities - Staff Manager Reports Reports in This Section Dashboard Reports The Cerner Clairvia software suite, with its web-based dashboards for all key stakeholders, proven data integration, and innovative and complete functionality, is a comprehensive demand management solution for healthcare staffing. There are many real-time reporting features available on the Manager's Dashboard to empower managers to maximize productivity, reduce staffing costs, and ensure quality patient care. Staff View: Target vs. Actual Staff This compares the targeted number of staff to the actual number of staff, based upon the known volumes for a selected date by unit. Managers can drill down on any unit for detailed reporting by shift and skills by clicking on a graph. This supports managers’ ability to monitor staffing prospectively and to easily identify staffing variances in order to plan for near-term staffing needs. Book Version: 2 Book Title: Cerner Clairvia Reporting Capabilities Version 8.3 and Later Book Page: 1 of 7 This Wiki Book is not controlled content of Cerner Corporation. Printing this book does not guarantee it is the most recently approved version. For the most current version of this Wiki Book and pages access your pages within Wiki.

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Page 1: The Cerner Clairvia Suite of Products · Cerner Clairvia 8.3 Reporting Capabilities - Staff Manager Reports Reports in This Section Dashboard Reports The Cerner Clairvia software

The version of the page that you are viewing is a draft version or a supporting document.

© Cerner Corporation. This document contains confidential and/or proprietary information belonging to Cerner Corporation and/or its related affiliates which may not be reproduced or transmitted in any form or by any means without the express written consent of Cerner unless otherwise provided. Use of this document is subject to the Terms of Use ( http://www.cerner.com/Terms_Of_Use/ ). The Terms of Use contain restrictions on use and distribution of this

content, including use and distribution restrictions applicable to DHMSM and other government users.

1/28

Cerner Clairvia Reporting Capabilities Version 8.3 and Later

The Cerner Clairvia Suite of Products Cerner Clairvia presents an integrated patient-centric and outcomes-driven software suite to assist organizations in aligning patient care resources using real-

time information about patient conditions. Emphasis is placed on the outcomes of care with both meaningful and timely information at the point of care when

expected clinical outcomes and length of stay goals are not achieved. Cerner Clairvia solutions include the following fully integrated modules:

Staff Manager Outcomes-Driven Acuity

Demand Manager Patient Progress Manager

ShiftAlert Assignment Manager

Overview of Cerner Clairvia Reporting Capabilities The reporting capability of the Cerner Clairvia Suite (Cerner Clairvia) provides a single source of patient and resource information, leveraging data that is

automatically imported from your Human Resource, Payroll, Time and Attendance, Registration/ADT and electronic Clinical Documentation systems. These

reports reflect the most accurate information at the time they are run, supporting organizations in their efforts to optimize patient care, patient throughput, patient

safety, productivity, and end-user satisfaction.

Cerner Clairvia comes with a set of standard reports each of which offer users between two and twenty parameters to select from allowing users to tailor the

report to their needs. For example, the 4-week schedule report allows the user to select the employees, shifts, and start date to be included, supporting all

employee schedules as well as schedules by skill.

The Custom Reporting Capabilities section shows a sample of the types of reports that customers have created or contracted with Cerner Clairvia to create

using the data in the Cerner Clairvia system and a third party report writer such as Crystal Reports. This provides organizations with the flexibility needed to

meet the reporting requirements for regulatory bodies, legislation, quality initiatives, and internal hospital reporting needs.

Certain reports may require specific interfaces or Cerner Clairvia modules. These have been noted throughout this document in italics.

*Use of Nursing Outcomes Classification (NOC) requires written permission from: Permissions Department, Elsevier, The Curtis Center, Independent Square

West, Philadelphia, PA 19106, [email protected]

**Patent Pending. Property of Cerner Clairvia, 2525 Meridian Parkway, Suite 150, Durham, NC 27713. Telephone: 866-807-8233

Cerner Clairvia 8.3 Reporting Capabilities - Staff Manager Reports

Reports in This Section

Dashboard Reports The Cerner Clairvia software suite, with its web-based dashboards for all key stakeholders, proven data integration, and innovative and complete functionality, is

a comprehensive demand management solution for healthcare staffing. There are many real-time reporting features available on the Manager's Dashboard to

empower managers to maximize productivity, reduce staffing costs, and ensure quality patient care.

Staff View: Target vs. Actual Staff This compares the targeted number of staff to the actual number of staff, based upon the known volumes for a selected date by unit. Managers can drill down on

any unit for detailed reporting by shift and skills by clicking on a graph. This supports managers’ ability to monitor staffing prospectively and to easily identify

staffing variances in order to plan for near-term staffing needs.

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The version of the page that you are viewing is a draft version or a supporting document.

© Cerner Corporation. This document contains confidential and/or proprietary information belonging to Cerner Corporation and/or its related affiliates which may not be reproduced or transmitted in any form or by any means without the express written consent of Cerner unless otherwise provided. Use of this document is subject to the Terms of Use ( http://www.cerner.com/Terms_Of_Use/ ). The Terms of Use contain restrictions on use and distribution of this

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2/28

Book Version:

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Upcoming Competency Expirations Upcoming competency expirations may be pushed to the Manager and Employee Dashboards for a user-defined, expiration-specific period. Each competency

has a discrete expiration date and each expiring competency is displayed by employee. Competencies are date-based events and may include reminders for:

Licensure Unit Certifications

Certification Annual Performance Review

TB Testing Annual Training

Expirations can be pushed out to the Manager and Employee Dashboards based on a user-defined time period of 15 to 366 days in the future.

Current Census Current census information is pushed to the Manager’s Dashboard. Demand Manager customers will have the latest census for each manager's unit based on

real-time Registration/ADT information from your hospital registration application. Customers with a batch census interface will see the census information from

the last interface run or as last entered by unit. (Requires Patient Registration/ADT interface for real-time updates.)

Time and Attendance View: Who’s Here?

This page provides managers with a central source for seeing the status of today's scheduled employees. This report identifies the punch status of each

employee, including:

who is scheduled but has not punched who is punched in, by shift who has floated in from

another cost center and who has punched into an alternate cost center who has punched but

is not scheduled to work in this department who punched in late

(Requires an interface with Time and Attendance and ability for Time and Attendance vendor to send punch data.)

Enterprise Staffing The Enterprise Staffing view is designed to provide a comprehensive view of staffing resources and needs across the enterprise or a subset of the enterprise.

Users select which facilities, service lines, departments, and skills to display. The resulting output assists in the staffing process by displaying key staffing data,

such as volume, target and scheduled staff, along with variance data. By viewing data across multiple levels, users may view high level data and drill-down to

the shift level to zero in on specific areas that require action. (Requires Demand Manager to display demand-driven staffing, Acuity to display Acuity Levels; and

requires census to calculate ratios.)

Patient Census Reports

HL7 Census Data When patient registration transactions are received continuously, users are able to view the real-time HL7 Census View, which displays the census by time of

day. This data is combined with the census at capacity and budget to provide reference points. The average census, calculated hourly by day of week over the

previous six weeks, provides the projected census into the future. Markers (blue) identify each staffing decision point - the time of day the census was pulled to

staff for the next shift, usually about 2 hours before the start of each shift. (Requires Patient Registration/ADT interface.)

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© Cerner Corporation. This document contains confidential and/or proprietary information belonging to Cerner Corporation and/or its related affiliates which may not be reproduced or transmitted in any form or by any means without the express written consent of Cerner unless otherwise provided. Use of this document is subject to the Terms of Use ( http://www.cerner.com/Terms_Of_Use/ ). The Terms of Use contain restrictions on use and distribution of this

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Census by Hour of Day Report This report displays the midnight census against the real-time census by time of day and day of week over a selected date range. It includes raw data for a date

range or average data by day of week for a date range. In the following example, note that the midnight census was an accurate census for only one hour of the

day.

Volume Report by Date and Shift with Day of Week Average The report displays volume by date and shift category partition (SCP) by day of week and shift category partition over a range of time. The report can be run by

any unit using any non-HL7 workload methodology.

The completed report applies the user’s preferred Workload Measurement Label. For example, if the label is Census, the report title reads Census by Date and

Shift with Averages, as shown in the example below. If the profile/department has not set a label, the report title reads Volume by Date and Shift with Averages.

Productivity Reports The timely and accurate measurement of productivity is vital to manage labor hours efficiently and successfully. Cerner Clairvia solutions provide productivity

reporting in three ways:

1. Using the census by shift (interval based), with your third party acuity values, with or without patient exceptions.

2. Using the Demand Manager approach where target staffing is calculated from the hourly volumes and the methodology subtracts admission, discharge,

and transfer times from the direct care hours per patient day and applies the skill-based ADT times at the time of the event (budget neutral and highly

precise). A sample of this report is in the Demand Manager Reports section.

3. Using the components of Demand Manager plus Outcomes-Driven Acuity, which adds patient variability into the calculations. A sample of this report is

in Demand Manager Reports section.

Productivity Reporting: Census/Acuity, Interval-based Traditional staff scheduling productivity measurement uses census or patient acuity information entered or imported each shift to calculate target staffing.

Reports run retrospectively provide timely information to managers with target budget and actual hours. This approach means no surprises when payroll reports

are received after the next pay period.

Productivity may also be measured prospectively using budgeted or existing census or acuity data. This supports the manager's ability to project what

productivity will be based on current or budgeted census and scheduled staff as of the point in time is run.

Productivity: Paid Hours The Productivity: Paid Hours Report calculates all paid hours for the user-selected period across profiles, including totals, and segmented by user-defined

categories. The categories are intended to provide more and finer details than what is typically provided by financial reports. In addition, the report is designed to

support multiple metrics for analyzing productivity. The report includes target hours generated by volume and either the workload matrix or core coverage from

Workload Planner or Demand Manager, if configured for one or more selected profiles.

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© Cerner Corporation. This document contains confidential and/or proprietary information belonging to Cerner Corporation and/or its related affiliates which may not be reproduced or transmitted in any form or by any means without the express written consent of Cerner unless otherwise provided. Use of this document is subject to the Terms of Use ( http://www.cerner.com/Terms_Of_Use/ ). The Terms of Use contain restrictions on use and distribution of this

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Productivity Summary and Detail This report may be run in hours, FTEs, or hours per unit of service and compares volume/interval acuity targets to productive hours and hours per unit of service.

Float hours, agency, and traveler/contract hours are separated as a subset of productive hours, providing valuable information about the source of productive

hours. The Overtime $ field provides another perspective to support managers in managing to both hours of care and budget.

Productivity Summary and Detail, Ancillary Department Example This is a sample productivity report from a Respiratory Therapy department, which is based on capturing volume by day and associating each unit with time to

calculate volume driven target hours.

Workload Detail Lookup with Exceptions This report reviews the volume of patient exceptions by unit for a selected date range by shift. Patient exceptions are defined by each unit as situations that

increase the need for nursing care, such as an order for a sitter, a 1:1 patient outside of critical care or step down, or a patient in restraints.

Impact of Patient Exceptions on Workload Report The Impact of Exceptions on Workload Report displays the volume of patient exceptions by shift over a date range and calculates how many hours by skill were

added for patient exceptions compared to workload generated by the census with a total by shift category partition.

Advanced Productivity Reporting: Payroll-based The import of payroll data (with the optional payroll interface) at the end of each pay period provides additional reporting capabilities. Workload volumes may be

interval (by shift and averaged by day) or calculated based on midnight census. This allows the critical reconciliation of productivity as understood by clinicians

(based on the census captured 3-6 times per day and productivity as understood by finance (based on payroll and midnight census). The reconciliation between

clinicians and finance leads to a better understanding of how each party thinks of productivity, improves communication, and allows both clinicians and finance to

work together to meet both clinical and financial goals.

Productivity with Detailed Variance Analysis This report shows productivity with detailed variance analysis based upon workload volume, actual versus targeted unit of service (UOS) with actual dollars for

productivity analysis. (Requires optional Payroll Import interface.)

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The version of the page that you are viewing is a draft version or a supporting document.

© Cerner Corporation. This document contains confidential and/or proprietary information belonging to Cerner Corporation and/or its related affiliates which may not be reproduced or transmitted in any form or by any means without the express written consent of Cerner unless otherwise provided. Use of this document is subject to the Terms of Use ( http://www.cerner.com/Terms_Of_Use/ ). The Terms of Use contain restrictions on use and distribution of this

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Productivity with Detailed Trending This report shows productivity trends by pay period over the previous six pay period end dates based upon workload volume, actual vs. targeted unit of service

(UOS), and includes actual dollars allowing for a more accurate productivity detail. Targeted hours are calculated from the census at each defined staffing

decision point. (Requires optional Payroll Import interface.)

Employee Overtime This report lists the overtime hours for a selected pay period by employee. The exact shift worked, start and end times, and overtime hours are included along

with how the overtime was calculated (based on a daily or period based rule).

Staffing and Schedule Reports Provides Managers and Administrators with up to the minute reports on staffing (for a unit or across the whole organization), as well as many other useful

staffing cross sectional reports. Real time reporting enables Staffing to keep pace with the changes in any size organization as each report is up to the minute

correct as of the time it is printed. The reports have the ability to display information about staffing and the schedule in an easy to read format including:

Housewide views of staffing

Daily staffing on an individual unit or units

Staffing down to the shift level

Schedule reporting

Staff Finder, Float in, Float out, and more.

Cerner Clairvia solutions also allow for custom reporting options to meet your organization's needs.

Housewide Staffing This report provides users with a multi-departmental view of staffing by shift category. The report includes a departmental roster by skill with the workload based

target and actual FTEs. This information is viewable and printable across multiple departments within the same report. The report is run daily by supervisors and

staffing office personnel to view staffing coverage across multiple departments.

Daily Staffing Board Report Allows users to view departmental rosters by skills and see the budgeted vs. actual hours. (Requires optional Assignment Manager module to show patient

assignments in room/bed format under Comments.)

Schedule Report This report displays employees and their task/shift assignments by profile/department and skill for one, two, three, four, and six weeks after the report’s start date

by calendar month.

Schedule Totals Report This report provides an overview of the number of employees scheduled over a selected date range. The report is broken out by date, global skill, and shift

category partition for one or more profiles/departments using either a coverage count or a staff count. The report can also combine profiles so users can view the

resulting totals.

Float In This report allows managers to view all employees that have floated into their department during a defined period of time. Managers can view employees,

employees’ home units, and assignments worked within the department, with all data summarized and totaled at the end of the report.

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Float Out This report allows managers to view all employees that have floated out of their department during a defined period. Managers can view employees,

departments floated into, and the assignments worked in those departments, with all data summarized and totaled at the end of the report.

Schedule Data Audit This report is used to audit changes made to the schedule over a specific period of time.

Assignment List by Employee This report shows schedule shift assignments sorted by employee, tasks, and dates.

Page 7: The Cerner Clairvia Suite of Products · Cerner Clairvia 8.3 Reporting Capabilities - Staff Manager Reports Reports in This Section Dashboard Reports The Cerner Clairvia software

The version of the page that you are viewing is a draft version or a supporting document.

© Cerner Corporation. This document contains confidential and/or proprietary information belonging to Cerner Corporation and/or its related affiliates which may not be reproduced or transmitted in any form or by any means without the express written consent of Cerner unless otherwise provided. Use of this document is subject to the Terms of Use ( http://www.cerner.com/Terms_Of_Use/ ). The Terms of Use contain restrictions on use and distribution of this

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Staff Utilization Report This report shows how efficiently a profile used or will use staff in a pay period by pulling information from schedule data. It is designed to be run prospectively

and retrospectively. When users run the report prospectively (that is, for current or future periods), the report can highlight potential staff utilization problems to

be addressed. When users run the report retrospectively (that is, for dates in the past), each sub-report provides information on how well staff resources were

used.

The report is divided into 5 different sub reports, each with a summary. Three of the sub-reports also have the option to include details by employee.

Employee Reports Cerner Clairvia solutions allow for the display and printing of employee-specific information. The information for each employee may be standard reporting such

as:

Demographic information for contact lists

Cost center or unit based information

Employees by skill, FTE status, or other identifying information

Competency Expirations

User Defined fields

Education level

Interdisciplinary teams or committees

Emergency

Management Magnet

Reporting and more...

Cerner Clairvia solutions also allow for custom reporting options to meet your organization's needs.

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© Cerner Corporation. This document contains confidential and/or proprietary information belonging to Cerner Corporation and/or its related affiliates which may not be reproduced or transmitted in any form or by any means without the express written consent of Cerner unless otherwise provided. Use of this document is subject to the Terms of Use ( http://www.cerner.com/Terms_Of_Use/ ). The Terms of Use contain restrictions on use and distribution of this

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Employee Contact Information

Employee contact information is in an easy to read format.

Employee Phone List

Reports can be customized to include information such as phone number, skill, and FTE status.

Employee Seniority by Skill Report The Cerner Clairvia software suite maintains three hire-based dates per employee: hire, seniority, and adjusted date. This report lists hire and seniority dates for

employees.

Holiday Work History Report

This report lists the employees who worked shifts on holidays for the user's selected period.

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© Cerner Corporation. This document contains confidential and/or proprietary information belonging to Cerner Corporation and/or its related affiliates which may not be reproduced or transmitted in any form or by any means without the express written consent of Cerner unless otherwise provided. Use of this document is subject to the Terms of Use ( http://www.cerner.com/Terms_Of_Use/ ). The Terms of Use contain restrictions on use and distribution of this

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Competency Expiration Report Employee date based events, such as licensure, certifications, TB testing, and annual reviews can be reported on from a specified date range.

User Defined Fields User Defined Fields are used to store employee-specific information that is not included in a standard field. User Defined data elements may be maintained by

the HRIS Interface or manually. In this example, the value for each user defined field is reported on by employee. User Defined Fields are often used to meet the

reporting requirements of certain Quality Initiatives, including ANCC’s Magnet Designation.

Administrative Reports The robust database used in Cerner Clairvia solutions allows for the accumulation of rich organizational data. This data can be mined for valuable information

including:

Position Control

Vacant Positions

Turnover

Employee Accrual

Balance Sick Absence

and more...

Cerner Clairvia solutions include reports designed to allow your organization to run at maximum efficiency. The solutions also allow for custom reporting options

to meet your organization's needs.

Position Control Report This report provides a summary of all positions with detail by department.

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Vacant Positions by Profile or Department This report uses the information in Position Control to create a list of vacant positions. The report may be run for a single profile or across multiple profiles. The

report lists job codes, position control numbers, skills, FTEs, shifts, and notes. For profiles where global skills have been set, the report also totals positions by

skill.

Turnover Report This report allows managers to view all employees who have left their department over a given time period. The report lists the employee, reason for termination

or transfer, and the effective date of the termination or transfer. The report also summarizes all turnovers by position.

Accrual Balance Report This report provides each employee’s accrued time off balance, including the type of time off, the last time an adjustment was made, and the date the

employee’s accrued time off was imported into or updated in Staff Manager.

Sick/Absence Report This report shows employee absences by assignment, the number of hours taken off, and the reason for the absence (if noted as an assignment note).

Concurrent Jobs and Skills Report

This report displays a list of employees holding concurrent jobs and skills, sorted by their home unit.

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List of Assignment by Employee This report displays, by employee, all of the assignments, start and end times, breaks, and notes within a given date range.

Opportunity Statistics Report Shift opportunities are open shifts in the future, made available for employees to sign up to work through the Web. This report displays the cumulative number of

shift opportunities by shift category, as well as comprehensive statistics on the opportunities. It provides management with the number of opportunities offered to

employees versus those that were filled and the number of days it took to fill them.

ShiftAlert is an optional module that pushes open shift opportunities to employees using text messaging, email, or Interactive Voice Response (IVR) phone calls.

Clients with ShiftAlert will see additional information on the number of ShiftAlerts sent versus those that were filled and the number of days it took to fill them.

(Requires ShiftAlert to show ShiftAlert information.)

Consecutive Shifts Report The Consecutive Shifts Report identifies employees who have worked or are scheduled to work a select number minimum number of hours per day within a

period of consecutive days. The goal is to be able to identify, retroactively and proactively, possible over-staffing of employees, which can lead to fatigue.

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The report details the number of consecutive shifts worked or scheduled within an instance of shift worked or scheduled across concurrent days where the

number of concurrent days meet or exceeds your selected report criteria and falls within your selected date range.

Users can choose to export the report as an Adobe PDF or a comma-separated value (CSV) file.

Filled Opportunities Report This report displays all filled Shift Opportunities between two user definable dates. The report lists employees, rewards, hours worked per pay period, and pay

rate information. Clients using the optional ShiftAlert module will also see whether or not the filled Opportunity was in ShiftAlert status. (Requires ShiftAlert to

show ShiftAlert information.)

Request Details Report This report shows requests for a unit for a defined date range, the person requesting, the shift requested, submitted date, and status of the request.

Shift Swap Report The shift swap process is completely automated in Staff Manager. Employees who wish to swap one or more shifts log in to the Web, and initiate the swap with

peers. Peers receive invitations to swap and may accept or deny the invitation. When a shift swap is accepted, it may require management approval, which

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managers may do in the Web. During the process, the status of each shift swap varies; this report shows the status of each Shift Swap within a user-defined

date range, along with the date, task, and initiator of the swap, the invitees, and the action and manager involvement, if applicable.

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Cerner Clairvia 8.3 Reporting Capabilities - Patient Progress Manager Reports

Reports in This Section

Each patient is assigned a progress pattern that projects his/her length of stay by unit and hospital service. Once additional information about the patient’s stay is

received, such as a working MSDRG or APRDRG, the pattern is updated to update the expected total length of stay. In addition to managing to discharge date,

the feature supports managing to level of care - designed to remind case managers and caregivers that a transfer to a lower level of care is expected. This

interim data point can help significantly in managing to discharge. (Requires Patient Progress Manager and Demand Manager; display of progress patterns with

color-coded acuity levels requires Outcomes-Driven Acuity.)

Progress Pattern Library Managing patients to discharge begins with assigning each patient a progress pattern that is specific to them. On a regular basis (daily or every other day), a

team of case/care managers, social workers, discharge planners, and nurses collaborate on each patient, agreeing on the projected discharge date. Patient

Progress Manager is used to track expected discharge date, ensuring that all professionals are moving toward the same goal. Typically, this is done in the

patient’s room. For some patients, this discussion is extended to also include projected changes in level of care, such as a transfer from Critical care to Floor

care. The premise is that if the patient is not moved from critical care to floor in a timely manner, it may be increasingly difficult to meet the discharge date. This

is done while the patient is in-house and while action can be taken to facilitate an on-time discharge whenever clinically supported.

The Progress Pattern Library page allows users to see all defined current Progress Patterns, including their pattern abbreviations, descriptions, length of stay,

and a breakdown of level of care groups, if applicable. The use of library patterns is central to managing patients to discharge date. Because there may be

hundreds or even thousands of Progress Patterns in the library, this page is designed specifically to facilitate the search process. (Requires Patient Progress

Manager.)

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Administer Patient Patterns Typically, the working DRG is sent from coding to the Registration system and included in the feed to the Cerner Clairvia software suite. In the event this cannot

be achieved, this window provides users with the ability to easily update the criteria used to assign patient progress patterns or to update the expected

departure/transfer date or discharge date. This window is also used by nursing to “fine tune” the transfer out and/or discharge time to more accurately project

workload for making the next shift’s patient assignments. (Requires Patient Progress Manager.)

Progress Pattern Comparison View This view allows users to see how patients are progressing as compared to either their assigned Library pattern or their Expected pattern. For example, the following illustration shows a patient who has reached the next level of wellness more quickly than the Library pattern projection, as measured by the patient being transferred to intermediate care from critical care about 3 hours sooner than expected. If a patient is delayed transferring to a lower level of care, the ability to manage to discharge may be more difficult. The real-time comparison of how patients’ are doing compared to the reimbursed number of days approximated by level of care supports the ability to take action in a more timely manner than when reviewed post discharge. (Requires Patient Progress Manager.)

Pattern Library Report With the Pattern Library Report, users can review all current and historical library patterns and their effective dates, including their defined Total Length of Stay

(TLOS) in days, LOS by level of care group, and pattern criteria detail. (Requires Patient Progress Manager.)

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Total Length of Stay by Criteria Pattern Report This report is used to analyze patient data to see how well patients were managed to their expected LOS and by expected level of care. The criteria patterns

displayed in this report may be based on DRG, ICD (9 or 10), Diagnosis, or Admit Reason.

The illustration below shows an example of a DRG-based criteria pattern. Circled in red is the data for DRG 230C, a DRG-based pattern that was customized to

a facility-specific LOS. Based on the three patients assigned DRG 230C during the chosen time period, the average LOS was 4.8 days, with a range of 5.2 to 4.5

days. The report also includes a specific breakdown of how many days were actually spent in each Level of Care, as compared to the expected number of days.

(Requires Patient Progress Manager.)

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Cerner Clairvia 8.3 Reporting Capabilities - Demand Manager Reports

Reports in This Section

Target vs. Schedule Traditional staffing methodologies project target staffing once per shift and do not reflect changes in census, acuity or the impact of patient turnover/activity. In

the example below, the target line remains flat, which limits the ability to use historical data to project needs.

In Cerner Clairvia solutions, the target changes as volume, census, patient events, and acuity change so the retrospective view provides a more precise

measurement of nursing intensity. The targeted staffing number is calculated and displayed as red line, and project forward based upon Actual targets (in

history) as a black line. Number of scheduled staff is displayed as a blue line and scheduled is updated as staffing adjustments are made. The Patient Safety

bars calculate utilization (target/schedule) over 2 hour and 1 hour intervals and may also display the range of your staffing requirements by day of week and time

of day and the number of staff required 60% of the time by day of week and time of day.

The Patient Event feature is used to track the impact of special events that increase workload without a direct relationship to patient acuity necessarily. The

impact of care companions/sitters, patient cardiac arrest or a complex procedure done at the bedside is tracked separately to differentiate workload generated

from volume, activity, and acuity (if implemented) from that generated by a patient event. In the example below, a patient event occurred on Sunday, March 11,

between 7:30 a.m. and 10:30 a.m., as indicated by the red dotted line. Detail is available by date and patient.

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Patient Activity and Caregiver Demand This report shows the volume of patient activity on a unit, along with the impact of activity on target staffing by hour. Patient Activity Impact is captured

automatically from your Registration/ADT system, including admissions, discharges, and transfers in and out by time of day. Total Caregiver Demand compares

targeted staffing (based on Demand) compared with the scheduled staff, including the impact patient events have on caregiver demand (admission, discharges,

and transfers) by hour of day. The Demand-based Acuity Analysis Graph identifies the impact acuity and census have on demand for caregivers, isolating

whether increased demand for staff is due to higher than average acuity or to higher than budgeted patient volume. The Average Acuity Level graph displays the

average acuity level in the selected profile/location by hour of day. (Requires HL7Registration/ADT Interface and Demand Manager for Patient Activity Impact

and Total Caregiver demand graphs; Acuity required for Acuity-based graphs.)

Target to Schedule Analysis Report This report draws from the Target to Schedule View, providing an analysis of how the target hours were calculated. For the date range selected the census and

activity by type volumes are detailed which are used to calculate the target staffing. This report can also report averages by day of week to assist with trend

analysis.

Daily Staffing Board for Demand and Outcomes-Driven Acuity This report is one of several used for daily staffing. The report shows - by profile or department, shift category, and global skill - those employees assigned to

work on the selected date. It also displays the demand target hours, as calculated by Demand Manager, and the variance between them and the schedule data

generated and edited in Staff Manager.

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Housewide Staffing for Demand and Outcomes-Driven Acuity This report provides users with a multi-departmental view of staffing by shift category. The report includes a departmental roster by skill with the workload-based

target staffing from demand or acuity staffing and actual FTEs/hours, if available. This information is viewable and printable across multiple departments within

the same report. When run retrospectively, the actual number of admissions, discharges, and transfers in and out display next to the census value. The report is

run daily by supervisors and staffing office personnel to view staffing coverage across multiple departments.

Productivity Report based on Demand and Outcomes-Driven Acuity Targets This productivity report is specifically designed for customers who use Demand Manager, with or without Outcomes-Driven Acuity, for the calculation of target

staffing. The workload measurement is based on volume, patient activity, and acuity (if implemented). (Requires Demand Manager with or without Outcomes-

Driven Acuity.)

Patient List Report The Patient List Report provides managers and charge nurses with an efficient way to view patient lists by location at a specific point in time. (Requires Demand

Manager.)

Patient List by Expected Departure Date/Time This report displays a list of patients, by unit, who have a departure date and time between two selected dates and times. This report is useful for rounding and

for managing your discharges, optimizing staffing, and controlling census variability (workload) on your units.

Manual ADT Activity Report

The Manual ADT Activity Report displays a list of the manual ADT events users entered over a selected period. (Requires Demand Manager.)

Length of Stay Analysis by Location Pattern This report analyzes each patient’s LOS by location or location/service combination. The example below lists all the patients that were on 5W MedSurg over the

selected period. Arrival time into the unit and departure time from the unit support the calculation of LOS. The variance is the expected LOS less the actual,

which is express in time and as a percentage of expected. The Summary by Demand Pattern lists all progress patterns and analyzes the number of patients

assigned each pattern with the total LOS and average plus variances in time and as a percentage of expected.

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Cerner Clairvia 8.3 Reporting Capabilities - Outcomes-Driven Acuity Reports

Reports in This Section

Implementing Outcomes-Driven Acuity with Demand Manager's patient progress tracking technology enables caregivers to precisely monitor patient acuity and

condition from admission to discharge, and to compare actual patient status to the patient's overall, expected, outcomes-based care pattern. This real-time

monitoring of patients and the staffing needed to care for them improves clinical efficiency and results. Caregivers know exactly when and how patients are

departing from their planned patterns of care, and can make immediate staffing changes, if necessary, to get them back on track and progressing toward

discharge.

Initial Patient Assessment and Outcomes Measurement

Outcomes-Driven Acuity integrates both direct-entry and electronic patient assessments. For healthcare organizations not currently using an EHR,

Outcomes-Driven Acuity provides a direct-entry screen that enables clinicians to rapidly and easily enter acuity data into the system. Outcomes-Driven Acuity

fully integrates outcomes assessments from all (EHR) systems via HL7 data connectivity.

Integrated with evidence-based clinical practice

Outcomes-Driven Acuity is the first acuity system that integrates with and complements each healthcare organization's existing clinical practices. Because it's a

by-product of your present clinical practice, Outcomes-Driven Acuity requires no extra steps or work. It leverages the established nursing approaches and

evidence-based documentation (whether it is manual or electronic) caregivers already use. In integrating patient assessments and tracking patient progress,

Outcomes-Driven Acuity incorporates any type of outcomes-assessment strategy and utilizes all industry-accepted, outcomes-based taxonomies.

Designed to improve financial performance

By tracking each patient's actual progress against a planned, outcomes-based course of care, and alerting caregivers to any deviation from the optimal plan,

Outcomes-Driven Acuity helps healthcare organizations actively manage both the cost and quality of care. The system directly impacts profitability since the

optimal course of care is based on the targeted progress pattern of certain patient-related groups, such as assigned Diagnosis-Related Groups (DRGs) under

Medicare's prospective payment system. When patients diverge from their targeted progress pattern, caregivers can make any staffing adjustments needed to

get them back on track as quickly as possible, improving cost-efficiency.

Outcomes-Driven Acuity provides the documented proof where and why a patient deviates from the desired plan of care, and can pinpoint the role of staffing in

the deviation. Comparisons can be made for similar patients on different units to see whether patient progress differs. Studies may be conducted to identify

variables and pinpoint best practices for optimal patient progress.

Acuity Compliance Report This report is designed to show whether your patients are receiving outcome assessments for patients in accordance with your facility, profile, or location

policies.

This report has two options, and you can run one or both of them:

Acuity Compliance by Time of Day: This option measures compliance across profiles or locations at a point in time. This option allows you to identify

patients who need new or updated outcome assessments quickly by reporting the status and age of outcome assessments at that point in time.

Acuity Compliance by Date Range: This option measures compliance in one or more profiles or locations across a date and time span and includes the

length of time it took for patients to receive their first complete assessment after arriving at the profile or location. You can determine the assessment

activity across the date range based on the date and time of the assessment and identify patients who have not had an assessment saved as complete

during the date range. This option includes data for any patient who was in the profile or location during your selected date range and is most beneficial

when looking at the assessment data for the most recent or current shift using the start and end time of the shift.

Patient Acuity Assessment Status This report is designed to provide managers and charge nurses with an overview of all patient acuity assessments. Acuity levels may be generated by ClairVia’s

Outcomes-driven Acuity methodology or received from a third party patient classification application. The report displays each patient’s acuity level; who last

assessed the patient; and the date, time, and location of the last assessment. The user may also view a history of all assessments for an individual patient.

(Requires Outcomes-Driven Acuity.)

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Patient Acuity Assessment History This view lists all completed assessments for the selected patient with the date, time, assessed by, acuity level, and status.

Patient Assessment History information is used to:

View a previous assessment

Edit an incomplete assessment

Mark a previous assessment for deletion. While stored for documentation purposes, this indicates that this assessment is not to be used to determine

staffing.

(Requires Outcomes-Driven Acuity.)

Patient Acuity Assessment History Printable View The Patient Acuity Assessment History printable view allows managers or nurses to print any or all acuity assessments for a selected patient. (Requires

Outcomes-Driven Acuity.)

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Patient Acuity Levels by Time of Day This report is used by managers and charge nurses to view a list of patients by location and acuity levels. (Requires Outcomes-Driven Acuity.)

Outcome Rating Summary The report displays the count and percent of ratings by outcome weight, description, and Likert rating. Managers use this report to analyze the distribution and

variability of outcome ratings for complete assessments by location and outcome set. In addition, this report helps you review how your caregivers are

completing outcome assessments and how appropriate their chosen outcomes are for their patients. (Requires Outcomes-Driven Acuity.)

Outcomes Sets Report

This report lists by profile, location, and service the defined outcome sets and weights as of a specified date. (Requires Outcomes-Driven Acuity.)

Acuity Validation Report This report displays all acuity assessments completed for a location and service for a date range. The report is used to validate the acuity methodology and may

be sorted by patient, average weighted score or acuity level. The option to include the Likert value by patient by outcome will also assist in the validation

process.

(Requires Outcomes-Driven Acuity.)

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Clinical Documentation Assessment by Patient This report is used to validate the mapping of clinical documentation values to Likert scores at the outcome level. Nurses use it to evaluate the relationship

between the outcome rating and the clinical documentation values received by patient. In the example below, the outcome “Respiratory Status” received a Likert

rating of 4 based on receiving data on the indicator scores from clinical documentation. (Requires Outcomes-Driven Acuity.)

Acuity Interrater Reliability Report This report is used to measure interrater reliability between an acuity assessment done by the staff nurse assigned to the patient and an acuity assessment done

by an auditor. The report calculates percent agreement using absolute, near, and non-agreement comparisons. When used following the implementation of

Outcomes-Driven Acuity, the report insures more consistent patient assessment, which leads to more accurate workload measurements. The report may be

sorted by patient, caregiver, or auditor and includes the Likert value by patient by outcome when the acuity level between the caregiver and audit assessment is

not identical. (Requires Outcomes-Driven Acuity.)

Acuity Interrater Reliability Analysis by Assessor This report displays the acuity level correlation between caregiver and auditor assessments and the percent agreement obtained. (Requires Outcomes-Driven

Acuity.)

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Acuity Audit Report Audits are essential to ensuring Interrater reliability. This report is used to monitor the number and results of monthly audits conducted by your Patient Outcomes

Experts and Auditors by unit and across the organization. The data is also available by auditor.

Acuity Summary Report This report provides an analysis of acuity assessments by unit over a selected period of time. The chart includes the total number of assessments for the unit,

the number of patients by acuity level, and the overall average acuity level for the unit. (Requires Outcomes-Driven Acuity or import of patient classification levels

from a third party application.)

Assessment Percent Complete The Assessment Percent Complete report displays the total number of patient assessments done within a profile over the selected date range. Managers use

this report to analyze the number and percent complete of assessments. The summary displays the number of acuity assessments greater than or equal to 75%

complete. (Requires Outcomes-Driven Acuity.)

Monthly Average Acuity Levels Report This report is used to analyze trends in the monthly average acuity level in profiles completing acuity assessments over the selected time range. The user may

also view the average acuity levels by day of week. Data is reported by Service Line, Profile, or Location and is presented in a table, as a graph, or both.

(Requires Outcomes-Driven Acuity.)

The following illustration shows the report Summary view presented as a table and a graph.

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This illustration shows the report in Day of Week by Location view presented as a table and a graph.

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Cerner Clairvia 8.3 Reporting Capabilities - Assignment Manager Reports

Reports in This Section

Patient Assign Patient Assign is used to automate the process of assigning staff to patients. This view shows the number of patients assigned to each caregiver, the average

acuity of each caregiver's assignment, nurse to patient ratio, available care hours, hours used, and hours unused. This report also totals up the average acuity

on the unit, average nurse to patient ratio, total available care hours, hours used, and hours unused. (Requires Patient Registration/ADT interface and

Assignment Manager module. Requires Outcomes-Driven Acuity for inclusion of acuity level.)

Once assignments are made, the summary pages (Summary by Patient and Summary by Caregiver) provide managers, charge nurses and support staff with

a view of all assignments. In addition, the data is stored electronically for analysis rather than stored on paper in a file cabinet.

Assignment Audit Report The Patient Assignment Audit Report lists everyone who made assignments during a user-specified date range. It also lists all users who made updates to

patient assignments throughout the selected period. (Requires Assignment Manager.)

Assignment by Patient Report This report displays all caregivers assigned to a patient over a date range, including the date and time of the assignment within the shift, the role of the

caregiver, and assigned skill. (Requires Assignment Manager)

Care Hours by Role The Care Hours by Role Report provides house supervisors or directors with a list of caregivers assigned to a specific role in the house for a given shift by

profile. The report can be run on a specific role or all roles, and provides an easy way to identify and track sitter or orientee hours and time allocated to relief

coverage by patient. (Requires Assignment Manager.)

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Patient Assignment Printable View This report shows the patient assignment view by caregiver for a specific date and shift. This represents the electronic documented record of patient

assignments that is stored and available for any date and shift from the present into the past. (Requires Assignment Manager.)

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Cerner Clairvia 8.3 Reporting Capabilities - Reporting to Meet State Staffing Requirements

Reports in This Section

Cerner Clairvia’s robust database allows for the mining for data pertinent to your organization. There are a variety of custom reporting software packages, such

as Crystal Reports, allowing your organization to use this information.

State of Delaware Staffing by Unit and Shift This report is designed to meet the specific reporting requirements for the Department of Health in Delaware. It displays the number of staff and agency for a

given day on a given unit for each shift. This report is broken out by skill and includes the census on the unit for a user defined date range.