syngo Dynamics Report Designer

Welcome to this web based training on the syngo Dynamics Report Designer.  This training will provide you with the basic steps needed to create a physician report utilizing a worksheet. You should now be able to: Create observations on a worksheet that populate a report Identify the different uses for the data palette List the steps in the 5-step process By the end of this course, you will be able to: Create observations on a worksheet that populate a report Identify the different uses for the data palette List the steps in the 5-step process The 5-step process: Create an observation as a placeholder for physician to enter study information. Create a phrase to produce a meaningful sentence based on physician observations. Place the observation on a worksheet Place the phrase on the report. Preview to make sure your work is correct Report designer is used to easily create custom report templates that physicians can quickly complete to generate a report.  It is often used for echocardiology, cardiac cath, vascular, and OB reports.  The syngo Dynamics Report Designer Manual is always available right from the Report Designer program by selecting manual under the help menu.  Evidence Based Reporting Reporting that is designed and completed based on established medical standards and guidelines. Supporting tool for the diagnosing physician. syngo Dynamics Reporting System Electronic method of completing a worksheet and report through a combination of data imported from a qualified modality and manual data selection. Report is generated automatically. Observations made in the worksheet are stored in a database for later retrieval or for data mining. Report and worksheet combinations can be customized for your needs. There are Industry Standard factory worksheet and report templates available fo recho, cath, OB and vascular for modification.  This training depicts a basic "how to" for working with templates. Two types of templates: Worksheet - consists of a number of fields that are completed by the physician. Report - a framework that determines the final appearance of a standardized report.    The check in/check out feature ensures that only one user is accessing a template at any given time.   Check with your system administrator for your site specific instructions for accessing templates.   Save your work often!  Auto-save feature To change timing or disable, access File > Preferences To Save: Click "Save All Libraries" (stack of discs icon) Click "Save All" (single disc icon) File > Save All Restart Report Designer application approximately every 2 hours.   Store all the elements that can be placed on a worksheet or report template   Contain information such as patient demographics, calculations, observations, phrases, and layout choices.    When you open the data palette, you are opening both the worksheet and the report data palettes from one button. Accessing the data palette is different depending on what version of syngo Dynamics you have.    Click the tabs below to see how to open the data palette for the different versions. To access the data palette with version 10 and higher, click on the "Legal Pad" button.  This button opens both palettes. To access the data palette with version 9.5 and lower, click on the "Data Palette" button.  This button opens both palettes. The two data palettes contain different items. You cannot place worksheet palette items on a report template and you cannot place report palette items on a worksheet template. Click on the worksheet template to display the worksheet data palette.  Click on the report template to display the report data palette.   If you highlight an item on either template, you will see the details of that item on the bottom section of the data palette. In this section we will discuss details of creating and saving worksheets. Tabs are located at the top of the worksheet template and represent the different pages.  To create a new tab: Access the worksheet data palette On the layout tab, expand the tabs section Drag and drop the tab to the top of your worksheet template.  Tabs can be renamed on the properties section at the bottom of the data palette. Similar items on the worksheet should be grouped into sections.  To create a new section: Access the worksheet data palette On the layout tab, expand the sections category Drag and drop onto the worksheet.  This creates a frame into which you can place similar items.  Sections can be renamed on the properties area at the bottom of the data palette.  Sections can be saved by right clicking in the section header and clicking on "Save in Library".  You will name the section and select in which data palette it should appear.  You can choose more than one 'calc type' (such as cardiac, cath, Ob, etc.) if preferred.  It will then be available on the data palette to use elsewhere on this worksheet or another one. Used when groups of observations of the same information in different contexts might need to be entered on the same worksheet. Each data section is tied to a different context that separates it from the other data sections.  Contexts allow incoming information to be populated to the correct section on the template.  In order for the data sections to work properly, the observations and the data section must be set to the same data context.   For detailed information on the use of Data Sections, please refer to the User Manual or consult an applications specialist.   Accessed in the Properties section of the Data Palette by checking 'yes' to "Has Set Normal".  Right mouse click in the header of the section and choose 'Has Set Normal'.  Allows any observation in that section, that has normal as a choice, to be activated.  Set all normal button at the bottom of the worksheet that will set all observations on all worksheet tabs and daughter pages to normal. . Allows you to obtain extra workspace by displaying additional information (such as measurements or uncommon observations) about a particular section in a secondary window.  To create a daughter page: Select "yes" to "Has Daughter Page" in the Properties section of the Data Palette Or right mouse click in the header of the section and select 'Has Daughter Page'.   Work the same as Daughter Pages except that they are not associated with a section.  Can place wherever you want on a worksheet.  To create a popup button: Drag and drop from the layout tab on the data palette to your worksheet.    Typically contains labeled measurements and calculations. Found on the data palette under the layout tab. Change the properties of a table using the Properites section on the Data Palette  Right click on the table to access row commands, column commands, and Header labels. Save by right clicking on the table and clicking on Add to Library.  Used when groups of observations of the same information in different contexts might need to be entered in different tables.  Each data table is tied to a different context that separates it from the other data tables.  Contexts allow incoming information to be populated to the correct table on the template.  Observations and the data table must be set to the same data context.   For detailed information on the use of Data Tables, please refer to the User Manual or consult an applications specialist. Measurements and calculations made on medical images may be transferred to syngoDynamics. Can be accessed by clicking on Libraries and then Measurements and Calculation Library. These same measurements and calculations are on the Data Palette, on the 'Calcs' tab.  Units can be adjusted on the Data Palette, properties section, under 'Units of Measure'. Can be labeled using a row header, column header, or static text.   In this section we will discuss details of creating and saving reports.    Reports are generated based on the information provided on the worksheet.  Report templates are created so that once the physician enters information in the worksheet, no further physician action is required to complete the report. Similar items on the report should be grouped into sections. To insert a report section between existing sections you must create a space above or below Right click on the section above or below the location for your new section.  Select "Insert space above" or "Insert space below" from the selection details menu.  In versions earlier than 9.5: Put your cursor near the bottom or end of the section and hit 'tab' and 'enter' quickly in succession to create a new space under the section.   To create a new report section: Navigate to the layout tab of the report data palette Right click on the field Select "Insert into report", or Highlight the field and click the "Insert" button on the bottom of the data palette. To label a section: Place your cursor in the section and type a label.  To save a section: Right click in the section Select "Save as New Section".  It will then be available on the data palette to use elsewhere on this report or another one.  Note: If you used data sections on your worksheet, you must set the corresponding section on the report to the same context.  To insert a new table: Locate the field on the layout tab of the report data palette.  Right click and select "Insert into report" or Click the Insert button at the bottom of the data palette.    Properties section is used to add or substract rows and columns; to hide empty rows, column and tables, to replicate information, and to show borders. Right click function is used to control the alignment of information within cells, columns and rows, and to save the table.  To save the table: Right click within the table Click on the table name and choose Save Table.  Note: If you used data tables on your worksheet, you must set the corresponding table on the report to the same context. A report letterhead can be created, which may include the site name, address and phone number, plus a hospital logo. Click on the tabs below to view more details on creating a letterhead. From the layout tab on the report data palette, find the "letterheads" category.    Insert a new letterhead or one of the sample letterheads.    Either right click and select "Insert into report" or highlight and click the insert button at the bottom of the data palette   Logo resides on the Data Palette on the Layout tab under 'graphics' and should be a gif file between 2kb and 20kb in size.  To insert the logo: Right click on the graphic and select "Insert into report" or Click the "Insert" button at the bottom of the data palette.  Please refer to the User Manual for more specifics about using Logo graphics on a report.   To create a report title, usually placed under the letterhead: Create a new section and insert a 1x1 table.  To fit your table, left click on the edge of table and drag to the width of your section.  Type your report title within the table and set your alignment to centered. To create a placeholder for the image: Select the image location on the report.  Select under the "Report Images" category from the Layout Tab on the report Data Palette.  Right click and select "Insert into report" or Click the Insert button at the bottom of the data palette.  In order to send images to the report, the physician selects the "image to report" icon above the worksheet on the workstation.  A single image can be placed anywhere on the report using the placeholder for "Report Image" The properties section on the Report Data Palette allows you to change the "Image Type" shown on the report     Libraries organize the information to be used on the report and worksheet.  Examples of libraries include Phrase, Observation, Measurement and Calculations.  In order to find an observation or phrase within a library, you need to identify the category and item name.  To find this information: Open the data palette Select your observation or phrase In the bottom section of the data palette you will see the item name followed by the category in parentheses after the "Item:" prompt.  Once you have identified your category and item name, open up the observation or phrase library by selecting it from the Libraries menu.  Find your category in the list on the left and expand it by clicking the plus sign.  From this screen you can highlight the item name and edit the observation or phrase.   Observations represent qualitative information used to describe something, such as mild, moderate or severe and are primarily used on the worksheet. They are stored in the Observation Library and can be accessed from the worksheet data palette.  Creating a new observation is step one of the 5-step process.  To create a new observation: From the observation library, highlight the category where you want your new observation to reside. On the bottom left of the Obervation Library Editor, click on the button 'New Observation'.  Type in the name of your observation over the Item Name.  Use "TAB" to set the observation name in the database.  Click on 'Add New Value' to enter your qualitative values.  To add a placeholder where the physician can type in a different variable, click add text value.  If you choose to store your new observation in a new category, select new category from the bottom of the observation library.   Drag and drop your observation onto the worksheet. (This is step 3 of the 5-step process. We will discuss steps 2 and 4 in the phrases section)  To add a new variable to an observation: From the edit menu, select Libraries -> Observation Library.  Click on the observation to open the Observation Editor.  Click the "Add New Value" button and type your variable in the "Worksheet Text" box.  Hit tab to auto-populate the remaining fields.  Variables can be rearranged using the white up and down arrows on the right side of the editor.  To delete a variable: Select the checkbox in the "Ret." column. You should NEVER delete anything in Report Designer that was on a template before you checked it out from the server.  Click the link below to view the steps necessary to add a new variable to an observation. How to Add a New Value How to Add a New Value Checklist TitleChecklist TypeChecklist ContentStep 1HTMLFind observation name and category in which it is located using the data palette  Step 2HTMLOpen an existing observation.  Step 3HTMLClick on 'Add New Value' and enter your new variable. Step 4HTMLAdjust category of value and move up or down in list as needed, using arrows. Step 5HTMLIf observation expanded on worksheet, collapse and expand to see changes; if collapsed, no change necessary. Step 6HTMLPreview Step 7HTMLSave While most observations are included as drop-down choices, there are other advanced features that allow you to present the information in different ways. A single value observation allows the physician to inlcude an observation of any length in a report by checking a single checkbox.  To create a single value observation: Follow the instructions for creating a new observation Include your sentences as the only value in the observation values section.  Even though the entire text is typed in the observation, the 5 step process is still followed.   A free text observation allows a space designated by you on the worksheet for the physician to type free text for the report. To create a free text observation: Follow the instructions for creating a new observation but instead of adding new values, only add a single text value by clicking the "Add Text Value" button.  Follow the 5 step process.  *sD Free text character limit: 10240   Provide a list of commonly used statements that a physician may want to insert into a report in paragraph form. Selected from a drop-down list and can be inserted in any order when chosen from the observation on the worksheet.  Resulting paragraph can be edited on the worksheet.  To create a comment observation: Follow the instructions for creating a new observation Check the comment checkbox Click on add new value and type each sentence.  In the "Values are" drop-down, select additive.  This allows more than one sentence in your list to be added to the paragraph.  In the separator box, type ". "  In the last separator box, type only a space. Large, structured “trees” of values to choose from. Useful when you have massive lists of values to choose from that require a higher level of organization.  To create a hierarchical observation: Create a new observation and select the "Hierarchical" checkbox.  A new column, "LEV" is added to the value list  which allows you to select the level on which the items are shown.  To specify an item's level, click the white right and left arrows or type the level number in the LEV column.  On the worksheet, the different levels of the list can be expanded and collapsed by clicking on the plus sign next to the list.  These hierarchical lists can also be searched.   If the "Selectable Levels" checkbox is checked,  items set to level 1 in the LEV column can be included in a phrase.  If this checkbox is not selected, level 1 acts as a header and only items level 2 and higher can be included in a phrase.  The 5 step process is followed.   Allows you to define a second level of data about the same subject. When selected, a new window opens that allows the physician to make additional related observations or change observations already made.   To create a macro diagnosis observation: Ensure that all related observations have already been created.   Open your main observation and click the "Macro Diagnosis" button.  From the Macro Diagnosis Settings window, add a new column for each related observation you would like to include.  Only the main observation needs to be put on the worksheet, but all observations need to be entered into a phrase.   Follow the 5-step process.     Phrases represent a line of text with placeholders for observations and/or measurements and calculations. They are stored in the Phrase Library and can be accessed from the report data palette.  The "Body" box of your phrase will populate to the main or body section of the report.  The "Summary" box is used for only that information you want populated to the summary or conclusion section of the report. Any items included in the "Summary" box will appear in the conclusion section based on the "Include phrase in report summary if..." checkboxes. These checkboxes correspond to the checkboxes that were selected for each Observation Value when it was created.   Creating a new phrase is step 2 in the 5-step process.  To create a new Phrase: Highlight the category where you want your new phrase to reside. On the bottom left of the Phrase Library Editor, click on the button 'New Phrase'.  Title your new phrase and create the sentence in the "Body" box.  Insert observations using the "Insert Data" button. Select the appropriate criteria upon which to include the phrase in the body and/or summary.  When putting an observation into a phrase, pay attention to the syntax of the sentence.  If you choose to store your new phrase in a new category, select new category from the bottom of the phrase library.   Insert your phrase onto the report.  (This is step 4 of the 5-step process) Always remember to save your work!   Change the phrase text Change an existing observation Add another observation Add a calculation or measurement to the sentence.  To add observations or calculations: Click the Insert Data button  Select your observation or calculation from the list in the data palette. Having more that one observation in a phrase makes it an 'All or None Proposition', in other words, it will only populate the report if ALL of the observations in the phrase are used. To create a worksheet phrase: Check the  "Worksheet Phrase" box in the phrase library editor. The phrase will then be available on the worksheet data palette and can be dragged and dropped onto the worksheet.   To create a new list: From the libraries menu, select "indications and diagnosis library".  Select "Indications" or "Diagnosis" from the radio buttons on the top left.  Select your study type from the list on the left side, in the right pane of this window you can either type your list items or paste a list from a word doc or spreadsheet.  You can copy lists between study types using the Copy and Paste buttons at the bottom of this window.  If no items are selected, the copy button will copy the entire list. Clicking the Sort button will sort the list alphabetically which cannot be undone.  To include a list on a report or worksheet:  On the data palette, select the patient tab and expand the study info category.  Drag or insert "Diagnosis" or "Indication" to the worksheet or report.  Because you have already linked the item to a study type, the diagnosis or indication box will auto-populate with the list associated with that study type on the workstation.  The list will not be seen immediately when you are in "Report Design" preview mode. The Measurements and Calculations library contains placeholders for measurements and calculations performed on the scanning modality.  When a measurement is made on the scanning modality, that value can be automatically transferred into the measurement or calculation placeholder specified in a worksheet or report. There are a large number of factory-defined measurements and calculations available to be placed on your worksheet and report.  The units of measure can be chosen, but changing units of measure can affect other calculations.   Measurements are quantitative observations made by the physician or technician.  To include a measurement on your report or worksheet: Select the Calcs tab in the corresponding data palette Find the measurement you want to include Either Click the insert button (on the report) or drag and drop your measurement (on the worksheeet).    When you have an observation based on a measurement, that measurement value will automatically appear at the top of the observation.  Measurements can be cloned and created using the Measurement and Calculation Library Editor.    Calculations are mathematical formulas based on measurement values.  To include a calculation on your report or worksheet: Select the Calcs tab in the corresponding data palette Find the calculation you want to include Either Click the insert button or drag and drop your calculation.  Calculations can be cloned and created using the Measurement and Calculation Library Editor.     To create an observation driven by measurements or calculations: Create a new observation Check the "pick values using numeric data" checkbox.  This checkbox adds Min and Max columns to your observation values table.  Click browse which opens up the data palette.  From the Calcs tab, find and select the measurement or calculation to be used.  Manually enter minimum and maximum for each value using >, <, and = symbols.  Now, when measurements and calculations are transferred from the scanning modality, the worksheet text will automatically be determined based on the parameters you set.  The definition library editor provides a means to add new types of data items to other libraries.   Creating a new context  Creating a date and time field other than study date and time.  Contexts are used for separating observations in data sections and data tables.   To create a new context: Open the definition library by selecting "definition editor" from the Libraries menu. Click the new context button and type in your item name. By default the newly created context will be located on the layout tab of the data palette in the custom context section. The observation and sections on both the worksheet and report will be set to this context. To create a new date/time field: Open the definition library by selecting "definition editor" from the Libraries menu. Select the category in which you would like your new field to appear. Click the new date/time button and type in your item name. In the attributes section, select whether you want date, time, or date and time to display.  By default the newly created date/time field will be located on the patient tab of the data palette. To delete an item, from the Phrase or Observation library: Highlight your item and choose "Delete..." from the Edit menu.  This process doesn't literally delete the item from the database; it is only moved to the “retired” category. Retired items can be recovered by moving the item to an active category.  You should NEVER delete anything in Report Designer that has been ‘saved in database’.  Options are available to save an observation in a ‘Retired’ Category and using the ‘Del’ column of an observation, as previously discussed.   The last step of the 5-step process is to preview your work.  Select preview from the view menu.  Then select the study type to be previewed.  You will be shown a version of the worksheet and report that simulates what will be seen on the workstation.  When previewing your work, be sure to check your observations making sure that they populate the report appropriately.  As always, be sure to "save all libraries" and "save all". Now that you have a better understanding of the report designer features and functions, let's review the 5-step process. 1. Create or modify an observation, measurement, or calculation using the observation or calculation libraries. 2. Create a phrase in the phrase library 3. Drag and drop the observation or calculation from the Worksheet Data Palette onto the worksheet. 4. Insert the phrase, observation, or calculation from the Report Data Palette onto the report. 5. Preview.  The 5th step of previewing your work may be the most important step in the process.  If you follow these steps, in order, your observation and phrase will work.  Previewing allows you to make sure your changes are correct. Any problems can be fixed before you try and use it in a live environment.  If we were to add a 6th step, it would be to Save!  Always save your work using the save all libraries and save all functions. Click the link below to view a video demonstration of the 5-Step process. 5-Step Process Demonstration 5-Step Process Demonstration   Forms in which you can access and interact with any or all of the data in a study. Can tailor them to your laboratory’s particular needs. Consist of tabbed pages. First page of a worksheet contains Patient information Successive pages containing assessment information. Can create as many worksheet pages as you need. Have a file extension of kwt (KinetDx worksheet template). File > Worksheet Properties Configuration settings Generated from the choices made on the worksheet.  Can tailor them to your laboratory’s particular needs. Expand and contract with the addition or subtraction of items.  File extension of krt (KinetDx report template).  File > Report Poperties