Effective reporting is a cornerstone of healthcare operations, enabling organizations to make informed decisions, track performance, and improve patient outcomes. Epic Reporting Workbench (RWB) allows users to create, customize, and manage operational and clinical reports with ease, offering real-time insights into critical data.
This article explores the features, benefits, and best practices of Epic Reporting Workbench, highlighting how it empowers healthcare providers to harness the full potential of their data for better decision-making and improved efficiency.
What is the Epic Reporting Workbench?
Epic Reporting Workbench is a powerful tool within the Cogito Analytics module designed to simplify and enhance reporting within the Epic electronic health record (EHR) system. It provides the intelligent functionality to generate and manage clinical, operational, and research reports in various formats, drill down into supporting data for existing reports, and take action on key objectives.
Users can leverage RWB reports and dashboard components to display all rows of current data, charts, graphs, and other key visualizations to improve reporting analytics and information exchange across business units. Reports within the Reporting Workbench can be filtered, sorted, customized, and shared with relevant stakeholders, enabling quicker issue resolution and effective knowledge transfer.
Navigating Reports within the Reporting Workbench
Reports within the Reporting Workbench often leverage Epic Chronicles as their primary data source, enabling users to build reports based on critical inclusion criteria run against both Clarity and Caboodle data sources. Users can leverage predefined templates or build reports from scratch, ensuring relevant operational and clinical data is readily available as needed.
With real-time insights, preconfigured reporting content, and robust data visualization tools, the Reporting Workbench simplifies decision-making and enhances organizational efficiency. The Reporting Workbench enables the generation and management of reports that:
- Visualize real-time information and report results
- Display and exchange patient-level clinical data across patient populations
- Pull current, relevant data from the active health record
- Facilitate connected and actionable results from comprehensive RWB reports
Critical Use Cases for Epic Customers
Access the RWB
Open the Reporting Workbench as an activity within the Hyperspace application by searching ‘My Reports’ in the Epic menu or by using ‘Reports’ as a search term within the Chart Search function.
Run reports
Run reports from the Reporting Workbench, My Dashboards, or the Analytics Catalog. Personalize reporting and analytics functionality by configuring notifications for report results and modifications, store personalized reports, mark favorites, share and save results, and export critical report data to relevant stakeholders.
Find reports
Retrieve reports through the ‘Analytics Catalog’ when a dashboard title is selected in the ‘My Dashboards’ activity. Browse and search RWB reports and templates within the RWB activity using the Chart Search tool and the keyword ‘Analytics.’
Use reports
Manage and interact with report results to access filters, sorting tools, anchor columns, and other customizations to better suit the overall clinical purpose. Enable users to save reports in various formats.
Modify reports
Access a series of ‘Inquiry Clinics’ to adapt RWB report templates and address the critical data needs of specific clinical questions. Modify existing reports and visualize RWB report settings to address inquiry needs using the suggested use case.
Organize reports
Establish a personal collection of reports and mark specific reports as ‘Favorite’ to include in predefined collections. Leverage folders and other organizational units to group different types of reports together.
Share reports
Enable any user to search and access a shared library of all RWB reports available under the RWB Library tab. Share user and administrator created reports with relevant stakeholders as needed.
How Can We Help?
From assessing your current technology setup and identifying key improvement areas to navigating complex integrations between Epic and non-Epic applications and facilitating effective reporting across business areas, Surety Systems is here to help.
Our senior-level Epic consultants have the knowledge, skills, and experience to handle your critical project needs and prepare internal teams for long-term improvement and innovation.
Contact Us
For more information about our Epic consulting services or to get started on a project with our team of expert consultants, contact us today.
