From 7b3ad4c5b3e3040f1fe07ab825d422f0c3579f2d Mon Sep 17 00:00:00 2001 From: Laura M <124643236+ljmoody@users.noreply.github.com> Date: Wed, 6 Mar 2024 13:31:04 -0700 Subject: [PATCH] focus on Decision Meters and Orient to Sim UI sections --- 7.0_mtl_technical_manual_facilitator.md | 97 ++++++++++++++++--------- 1 file changed, 61 insertions(+), 36 deletions(-) diff --git a/7.0_mtl_technical_manual_facilitator.md b/7.0_mtl_technical_manual_facilitator.md index cf6ba4fb..5a64bf50 100644 --- a/7.0_mtl_technical_manual_facilitator.md +++ b/7.0_mtl_technical_manual_facilitator.md @@ -186,22 +186,18 @@ If you are a Facilitator, use your login to access the facilitator tools to acce - Filter by Division Name, Physical Location, PrimaryStopCode, SecondaryStopCode, and/or Is an Active Clinic? (de-activated clinics denoted by ZZ) in the left and middle columns. - Search and filter for your team's clinics by clinic name or by provider in the Select Clinics to Generate Report Data column after making selections in the left and middle columns. - -> Where is the yellow apply button mentioned below?: - -- Click the **yellow** Apply button to pull Patient Level Data from all clinics selected in the last two years. +- Click the green Apply button to pull Patient Level Data from all clinics selected in the last two years. - Select clinics that your team refers to in the Team Flow Selection tab to produce data tracking patients stepped up/down for the Team (SP) Flow module. - For example, if you are a GMH team, you would select SMH in the dropdown for "The clinics selected below that my team refers to are" and add the SMH clinics your team refers to in the Green column, second row. - In the bottom right-hand columns for the three possible care settings (GMH, SMH, PC/PCMHI) indicate the threshold for minimum gap in patient care required for subsequent visit to be considered a new care episode. In general, for the (GMH or SMH or PC/PCMHI) setting, how long of a gap in patient care is required for the subsequent visit to be considered a new care episode? Set the threshold below in months. The default threshold is 9 months (39 weeks). - Click Apply. - **Notes:** + - Are the clinics and data not populating? Request and verify your local server views (see section below titled Request and Verify Local Server View Permissions). - If you wish to have quick access to these Clinic Selections in the future, you can make a personal bookmark to return to it. Go to the Bookmarks drop-down menu and click on Add a personal bookmark. In the bookmark name field, use Team PSD convention for the name: Sta3n_Division Name_Date (date in yyyy_mm_dd format), then select Save. - - Are the clinics and data not populating? Request and verify your local server views (see section below titled Request and Verify Local Server View Permissions). - 3. Scroll until you see the View Clinic Selections tab on the left-hand side. @@ -250,7 +246,7 @@ If you are a Facilitator, use your login to access the facilitator tools to acce - Right click on any trend line and click Show As Table to see encounters or services decrease or increase by viewing the number of visits. - Filter trends to zoom into a specific team trend by navigating to the right side of the screen and click on the "Funnel" icon to reveal the filter panel. -- **Note:** If you do not see something that you would expect or previously saw, check to see if a filter is applied. +- If you do not see something that you would expect or previously saw, check to see if a filter is applied. - Click on the funnel icon in the top upper right. Filters are active if it says "Filters and slicers affecting this visual." 9. Click to view the “data” tabs, which show your team’s individual patient information. @@ -361,26 +357,23 @@ If you do not have access to facilities that you believe you should, please veri ## Manage and Upload Team Data -1. In the Facilitator Dashboard, click on Team Setup in the middle right-hand side of the dashboard. +1. In the Facilitator Dashboard, click Settings in the middle right-hand side of the dashboard. -> replace w/new screenshot: +> replace w/new screenshot - showing Administrator Dashboard (vs Facilitator) + Settings (vs Team Setup): -2. Click the "Add" button to add a new team data file and select the Individual (Ind), Team, and Shared worlds that the file needs to be uploaded to. +2. Select team data file(s) you want to upload and click the "Add" button to add the file. - **NOTE:** Facilitators can upload team data files themselves and assign that file to team(s) of their choice. If a team data file has already been uploaded to the vault, but not for your team, you can add it by selecting it from the list of data files given here. -> replace w/new screenshot: 3. A Please select a world popup will appear. Select the worlds, within which, the team data will appear. -> replace w/new screenshot: 4. Click Upload. A popup window will appear asking if the data file is in Power BI format. Ensure it is and Press Yes to proceed. The File Manager will appear. -> may need to replace w/new screenshot?: 5. Navigate to the location of the downloaded team data file and click on the file name. @@ -497,7 +490,31 @@ Each story has its own unique feedback loop. For illustrative purposes, the Team ### Decision Meters -> To be developed. +Decision Meters are a quick infographic-based way to identify the highest leverage points and are highly supportive of clinical decision-making; they are for "decider" users who need systems thinking insights. The meters provide a visual interface that provides real-time feedback on ranges in our primary _MTL_ unites of patients/week and appointments/week. The traffic light reflects the current state results and _recommendation_ of future state results. Through dialogue with decision-makers, consultants manually input values into this graphic generator so the decision meters reflect the recommendations based on the alternative scenarios/experiments run by the learner. + +- Care Decision Meters are for _MTL_ Blue only. +- Click within each decision meter to edit. Remember to click Save if you want the values to remain. + +For illustrative purposes, the Care Coordination Decisions window is used as an example below to orient you to general Decidions pop-up window features. + +> may need to replace screenshot once development is complete + + +1. **Tutor:** The Tutor button will introduce you to the features of this page. + +2. **Red:** Click in the shaded area of any red circle to input a value. + +3. **Yellow:** Click in the shaded area of any yellow circle to input a value. + +4. **Green:** Click in the shaded area of any green circle to input a value. + +5. **Flow:** Suggested patient and appointment load. + +6. **Care:** Suggested treatment length and frequency. + +7. **Save:** Click to save the values you input. + +8. **Exit:** Click to close the pop-up window. ### Episodes of Care @@ -506,7 +523,7 @@ The Episodes of Care widget is used to graphically show evidence-based episode o For illustrative purposes, the Medication Management Episodes of Care is used as an example to orient you to general features of this pop-up. > revise screenshot once DEV has updated - + 1. **Tutor:** The Tutor button will introduce you to the features of this page. @@ -524,11 +541,37 @@ This section explains how to enter and save an experiment in the Sim UI. >check out _MTL_ Session 5 [SEE](https://github.com/lzim/mtl/blob/master/blue/session05/s05_learner/mtl_session05_see.md) and [SAY](https://github.com/lzim/mtl/blob/master/blue/session05/s05_facilitator/mtl_session05_say.md) guides. +### Start a Session in the Sim UI + +1. From the Dynamic Decision Dashboard, use the Please Select Team Data dropdown to select your team data file, then click GO! + + + +2. A Learning Mode pop-up will appear. Make the appropriate selections, then click Continue. + + - **NOTE:** For CC and MM, select your Learning Mode before hitting Play. + - Refer to the Care Coordination (CCParams) or Medication Management (MMParams) tab of the Team Data Table at mtl.how/data, for data regarding the team’s New Patient Start Rates and Return-to-Clinic Intervals. + - Once you pick a Learning Mode to prioritize the New Patient Start Rate or the Existing Patients Return-to-Clinic Visit Interval, this will be the setting your team will experiment with for the rest of the _Modeling to Learn_ program. + + + +3. To run a simulation for any module within the dashboard, select Play found within each module's More menu. + + + +4. In the Text popup window, populate the Our Question, Our Hypothesis, Our Findings, and Our Decisions text fields. + +5. Click Save. A Save Experiment popup will appear. + +6. Click Save. A Scenario saved successfully message will appear. + ### Orient to the Sim UI -Below is an orientation to the Main Page of the Sim UI. +> how / where / if to include more [cheatsheet](https://github.com/lzim/mtl/blob/master/blue/session05/s05_learner/mtl_how_sim_cheatsheet.pdf) info (e.g., home page? navigation bar?) -> screenshot of Play page with numbered pins (see cheatsheet graphic) +Below is an orientation to the Play Page of the Sim UI. + + - **1**: Module name. @@ -536,7 +579,7 @@ Below is an orientation to the Main Page of the Sim UI. - **3**: Reveal Dynamics over Time: Reveal more dynamic relationships by clicking the checkboxes. Click Run to simulate outcomes. -- **4**: Outputs & Text: View 6 output charts. Click on expand "T" to open Text (9). +- **4**: Outputs & Text: View 6 output charts. Click on expand "T" to open Text (pin #9). - **5**: Experiments Section. @@ -548,24 +591,6 @@ Below is an orientation to the Main Page of the Sim UI. - **9**: Text: Enter Q/H/F/Ds. Click on expand icon in blue bar for full functions. -1. In the Facilitator Dashboard, use the Select Team dropdown to select your team. - -2. Click the More menu button, then select Play. - - - **NOTE:** For CC and MM, select your Learning Mode before hitting Play. - - Refer to the Care Coordination (CCParams) or Medication Management (MMParams) tab of the Team Data Table at mtl.how/data, for data regarding the team’s New Patient Start Rates and Return-to-Clinic Intervals. - - Once you pick a Learning Mode to prioritize the New Patient Start Rate or the Existing Patients Return-to-Clinic Visit Interval, this will be the setting your team will experiment with for the rest of the _Modeling to Learn_ program. - -> screenshot - -> 3. Things got crazy here - big board, lots of windows and options! - -4. In the Text popup window, populate the Our Question, Our Hypothesis, Our Findings, and Our Decisions text fields. - -5. Click Save. A Save Experiment popup will appear. - -6. Click Save. A Scenario saved successfully message will appear. - ## Produce a _MTL_ Report Reports are used to support the consultant, System SME, and Facility Team. This section explains how to use the Facilitator Dashboard to set up and manage _MTL_ reports.