Intro to Data Explorer

Intro to Data Explorer

• Find all charts matching specified demographic parameters.
• Save/Reuse queries 
• Save/Reuse search results 
• Run existing reports on search results 

SOAPware Data Explorer is used to search through all your patient charts and report the findings. Search results can be used to generate many types of reports, mailing labels, form letters and more. This is also the tool to acquire data needed for statistical analysis.

Depending on the size of the database, the search time can be lengthy. We recommend you do not do the searches during clinic hours.

 Explore is comprised of 3 sections:               

Search - This is used to create, edit and run queries against the SOAPware database. The results of these queries can be printed and/or saved.
Manage - Saved results from searches are managed here. This section allows you to review, print and delete saved search results sets.
Analyze - This opens a Reporting module to allows for the creation, editing and "running" of reports. Reports can be displayed in many ways, so this module has some functions similar to the Document Designer. However, these Search Reports have much more structure and include various analytical capabilities.

When a report is ran, you will be asked which list of patients to use. The available lists are the same as those displayed in Manage.

The typical work flow for using Data Explorer is to create or select an existing query, run it, save the results, and then print or run one or more reports against the saved results set. You can store multiple result sets for comparisons of trends over time.  

 

Launch SOAPware, if you haven't already done so. Go the SOAPware menu, and Click the Data Explorer menu item.

Note: Only SOAPware Standard and Professional have access to Data Explorer.

 

Searching for Data 

The first step when performing a search, or query, is to define what data to search. As you run useful queries, they can be saved and reused in the future.

Select a Query from the left panel under Desrciption display a query item. 

 When reusing previously query items, you will be prompted to save changes.  Click Yes.

Add any information you need to define this search, as in a medication search, you will replace the medication with the one you wish to search for.

When you are finished, click the Search button. A progress bar displays the status until the display of the results is presented.

 

If you wish to use these results later or perform analysis on the results, you will need to save them. This stores the found items for later use. 

We'll use these results in the next step, so Click the Save button. You will then be prompted to name your result set. Enter a name, and Click the  Save button.

 

 

Managing Results Sets

The Manage Results display is divided into two sections.  The left side displays a list of all previously saved result sets, and the right side displays the contents of a selected result set.

From this display, you can print a simple list of results sets or delete a results set.

Results sets are used by the reporting functions discussed in the next section. 

 

Reporting 

The Analyze tab of the SOAPware Data Explore provides a very feature-rich set of data reporting options. This allows for the generation of reports of all types that pull information from anywhere in the chart. These reports are then run against a result set to produce a report document.

Note: Demonstration of the creation of a report is well outside the scope of this intro guide as the capabilities of the reporting engine are comparable to those found in many version of Crystal Reports.

Reports can be exported in a variety of formats including PDF, Excel and simple text files.

To run a pre-built report, Select the report from those listed in the Available Reports list located on the left. Once a report is selected, the design will be displayed on the right. To run the report, Click the Run Report button in the lower right corner. You will then be asked which result set to use. The results set defines the patients for which this report is run against.

After the report has finished processing, a preview of the resulting report document is displayed. From this display, you can print and/or export the data. 

Note: Processing can take a significant amount of time.

 

Path - SOAPware Setup