Enhanced PrivacyPro Home Page and Analytics
The home page for Privacy Incident Tracking has been significantly enhanced to make it easier to find cases as well as provide an expanded set of graphs and ways to analyze your case data.
We have added three new, key features and changes to the user interface:
- Advanced Search Filters
- User Selectable Columns in the Case Listing
- A new “Analytics” Tab containing six Graphs
Advanced Search Filters
After logging in, your initial search filters will look as follows, similar to the current version with some new additions as described below:
- Three new links in the lower right corner: (a) “Save as Defaults” saves your search filters and columns, (b) “Reset to Defaults” returns your search filters and columns back to your previously saved settings, and © “Show Advanced” displays an additional set of filters as shown below.
- The “Go to Case#” field has moved and you will no longer have to hit an “Apply Updates” button after changing filters. The case list will update automatically.
- Default filters can now include longer date ranges as well as “ALL”, as our new case listing only displays the first 20 cases. There is now a “Prev/Next” button if the list is longer.
After selecting the “Show Advanced” link, the additional Advanced Filters appear below the standard ones:
These new Advanced Filter fields provide additional ways to locate one or a set of cases, as well as to use as the basis for reporting (more on that below). With these new filters, you should be able to easily find:
- Cases involving a specific patient
- Cases reported by a certain staff member
- Cases involving a certain responsible person or specific corrective action
- Cases containing a specific word or phrase in the case name
- Cases involving all BA’s or a specific BA
- Breaches that either have been or have not yet been reported to OCR
- Only breaches, privacy violations, corp violations, state breaches, etc.
- Cases for a specific category
User Selectable Columns in the Case Listing
The case listing looks similar to the previous version, as shown above. However, there are some key differences:
- Only a defined number of cases are shown (currently 20) and you use the “Prev / Next” or page number buttons at the top and bottom of the case listing to display a different set of cases.
- We have added an “Export to PDF” option, which generates a PDF copy of the case listing. If there are multiple pages of cases, all cases are included in the report, along with the filter options. This replaces the former Case Summary Report.
- The “Export to Excel” downloads the same cases into an Excel spreadsheet. We have moved the “Export to XML” into the Admin section as it is primarily intended for making system backups or copies.
- Clicking on the “Columns” command displays a list of 25 standard columns that you can add/remove from the case listing, plus any custom fields. We have attempted to include every column that we thought would be useful.
- We have added a new “Days Active” column which gives the number of days a case has been active. It is calculated as the number of days from when the case was created to the current date for Active cases and to the Date Closed for Closed cases. This field is color-coded as Green/Yellow/Red and you can set the number of days for each range under Admin / Days Active.
New columns are added to the right side of the case listing, but you can drag them to the location you would like them to appear, both on the screen and in the PDF report.
The PDF and Excel export commands always use the currently selected columns, so if you are trying to generate a specific report, just set the filters and columns as desired and then use the appropriate export command. When you are done, use the “Reset to Defaults” to return your settings to their normal ones.
New “Analytics” Tab
On the prior figure you will notice a greyed out “Analytics” tab in the upper left corner. Clicking on “Analytics” switches the screen from the case listing to a set of graphs using the same data, as shown below:
- The Summary Totals at the top gives some basic overall stats for the selected set of cases.
- The Case Timeline graph is for displaying a time-oriented view of the privacy incidents. Use region, facility, and even Department filters to focus on a specific part of your organization. Use Assessment to focus only on breaches or other types of incidents. Use Category to focus on a certain type of cases.
- The Cases By Assessment graph provides a breakdown of the different assessment outcomes for a specific set of cases. Again, use filters to focus on a certain date range, part of your organization, etc.
- The Cases by Category graph breaks down your set of cases by the user defined categories.
- The Cases by Incident graph does a similar graph for the OCR-defined Incident Type
- The Cases by Region gives an organizational breakdown of your data. Select All for the Region filter to see data on this graph by region. Select a specific region and it will show a breakdown of facilities for the selected region. Select a specific facility and it will give a departmental breakdown. Use the Date Range filter to control the date range of the data and set the Assessments filter to Breaches it you only want to see Breaches, for example.
- The Cases by Days Active gives a breakdown of the number of days active for the selected cases. The ranges are set under Admin / Days Active.
For each graph, you can display a larger copy by clicking on the double arrow icon in the upper right corner of the graph. The Down Arrow icon downloads a PDF copy of that graph, including the filter settings.
You can set which graphs you want displayed at the top of the Analytics page. PrivacyPro will remember your settings, so you can have it immediately display the graphs you are most interested in.
While looking at a graph, if you want to review the underlying data that generated the graph, just switch back to the Case List tab to see the cases that were used in the current graph.
Finally, at any time, you can change the filter settings and all graphs shown will update dynamically.
We hope you find these new features useful. We plan to deploy these same features to all other applications in the weeks and months ahead. Your feedback is always welcome.