Integrated Data Repository (IDR) Training

IDR Overview & Data Analytics (IODA) (In-person/on-site) – TWO DAYS

  • An introduction to the Medicare program, including the types of programs that Medicare offers, the beneficiary costs of having Medicare, and the roles of Medicare Administrative contractors.
  • Exploration of the journey of a claim from the time the service is rendered until it arrives in the IDR.
  • Explanation of what the IDR is, how data is accessed, what its mission is and the evolution of how the IDR has continuously evolved since 2006.
  • Overview of the different tools and resources available, and how to access and use them.
    • End User Notifications (EUNs)
    • IDR Data Dictionary
    • Data Dictionary User Interface (DDUI)
    • RESDAC
    • CMS SharePoint IDR site
    • Getting Access to the IDR
    • Onboarding and Change Requests
    • EUA Portal
    • CMS Portal and MicroStrategy Dashboards
    • IDR Contact Information
  • Presentation of IDR guiding principles for loading and populating data, quality of the data.  IDR standard columns are defined.
  • Review of the data residing in the IDR and how to access/use the data.
    • Claims
      • Claim Types
      • Final Action
      • As Is/As Was
      • View Naming Conventions
      • Implementation of MLPPI
    • Overview of Data in the IDR
    • Nuances about Claim Data
      • Type of Bill
      • Diagnosis and Procedure Codes
    • Provider Overview
      • NPI’s
      • Provider Data Sources
      • Use of the Provider Data
    • Beneficiary Overview
      • Beneficiary Identifiers in the IDR
      • Beneficiary Data Sources
      • Beneficiary Transaction Versioning
    • Finder Utility
  • Reference File Overview focusing on joining between various IDR areas, and tips in using the reference data.
    • Claim
    • Provider
    • Beneficiary
  • Discussion of real life applications of the IDR and demonstrate some business use cases.

IDR Overview & Data Analytics (IODA) (Live Webinar)

Over the five day, two-and-a-half-hour period, the training will cover:

  • An introduction to the Medicare program, including the types of programs that Medicare offers, the beneficiary costs of having Medicare, and the roles of Medicare Administrative contractors
  • Exploration of the journey of a claim from the time the service is rendered until it arrives in the IDR.
  • Explanation of what the IDR is, how data is accessed, what its mission is and the evolution of how the IDR has continuously evolved since 2006.
  • Overview of the different tools and resources available, and how to access and use them.
    • End User Notifications (EUNs)
    • IDR Data Dictionary
    • Data Dictionary User Interface (DDUI)
    • RESDAC
    • CMS SharePoint IDR site
    • Getting Access to the IDR
    • Onboarding and Change Requests
    • CMS Portal and MicroStrategy Dashboards
    • IDR Contact Information
  • Presentation of IDR guiding principles for loading and populating data, quality of the data. IDR standard columns are defined.
  • Review of the data residing in the IDR and how to access/use the data.
    • Overview of Data in the IDR
    • Claims
      • Claim Types
      • Final Action
      • As Is/As Was
      • View Naming Conventions
      • Implementation of MLPPI
    • Nuances about Claim Data
      • Type of Bill
      • Diagnosis and Procedure Codes
    • Provider Overview
      • National Provider Identifiers
      • Provider Data Sources
      • Use of the Provider Data
    • Beneficiary Overview
      • Beneficiary Data Sources
      • Beneficiary Identifiers in the IDR
      • Beneficiary Transaction Versioning
  • Reference File Overview focusing on joining between various IDR areas, and tips in using the reference data.
    • Claim
    • Provider
    • Beneficiary
  • Discussion of real life applications of the IDR and demonstrate some business use cases

SAS EBI for Business Analysts (In-person/on-site) – THREE DAYS

  • Comprehensive overview of the SAS Enterprise Business Intelligence (SAS EBI) suite of products implemented at CMS, and how to use SAS EBI to work with data in the Integrated Data Repository (IDR)
  • Hands-on, demonstration and individual exercises of real-world CMS business scenarios of Medicare data
    • Web-based tools SAS Web Report Studio & SAS Studio
    • Client tools SAS Enterprise Guide & SAS Add-on for Microsoft Office
    • SAS EBI framework, configuration, folder structures, library setup, and change management at CMS
    • Importing and exporting data to and from the SAS environment
    • Produce queries, create filters, utilize SAS tasks, create table joins and build stored processes
    • Back end code and log windows examined
  • Data source IDR subsets: Information Map, OLAP Cube, SAS datasets and external Excel files - all exercises use a small sample set of static de-identified data from the IDR in the Validation environment
  • Data source IDR VDMs: Claims, Bene, Provider, Drug
  • Performance-based application utilities which foster self-sufficiency within Enterprise Guide
  • Data quality exploration and considerations
  • SAS EBI User access & privileges - Tool/Role, Data, and Project EUA codes
  • Query performance best practice methods using pre-existing stored processes in Enterprise Guide.
    • “In-database” processing
    • Teradata SQL-only available functionalities using Explicit SQL Pass-Through syntax - EXPLAIN plans
    • SQL IP TRACE
    • Filtering & Joining
    • Avoiding singleton inserts, skewed tables, and large data extracts
  • Uploading SAS datasets to IDR Analytic Data Mart (ADM) using Fastload
  • User Enablement - SAS resources available to users
    • On-boarding
    • SAS EBI 3-day class
    • User Coaching
    • SAS Institute
    • IDR BI User Group (IBUG) & SAS User Group (SUG)
    • CMS IDR SharePoint site

SAS EBI for Business Analysts (Live Webinar)

Over the five day, two and half hour period the training will cover:

2.5 HOURS - Session 1

SAS EBI Platform, Citrix & EG Setup

  • SAS EBI Platform
  • Web Applications versus Client Applications
  • SAS Data Sources
  • Citrix XenDesktop
  • Exercise Demonstration - BI tool - SAS EG
    • 2.1 Logging into Citrix
    • 2.2 Creating a SAS Connection Profile and SAS/IDR Connection
    • 3.1 Preparing Enterprise Guide for First-Time Usage
    • 3.1.1 Creating a #precode Program to Maintain Library Pre-Code
    • 3.1.2 Saving the program in the SAS EBI Environment
    • 3.1.3 Setting Data & Performance Options in EG
    • 3.2 Verifying Library Assignment
    • 3.4 Copy Files

2.5 HOURS - Session 2

SAS Security Model & Using SAS EG Query Builder

  • User Profiles and Privileges (Security Model Overview)
  • SAS Folders and SAS Libraries
  • SAS Project Folders
  • Exercise Demonstration - BI tool - SAS EG
    • 3.3 Creating a SAS EG Project - One Way Frequency
    • 3.3.1 Submission Status pane
    • 3.5 Creating a SAS Dataset Using a Query Builder
    • 3.6 Exporting SAS Dataset - Saving as a .CSV File
    • 3.7 Importing External Files into a SAS Dataset within Enterprise Guide
    • 3.8 Joining tables in EG
    • 3.9 Building a Process Flow
    • 3.10 Creating Stored Process from Process Flow

2.5 HOURS - Session 3

SAS & IDR Interaction

  • SAS & IDR Interaction
  • Connecting to IDR from SAS
  • Recommended Querying Techniques
  • Uploading to IDR
  • Resource Utilization
  • Exercise Demonstration - BI tool - SAS EG
    • 4.1 Counting rows in V2_DIM_BENE_ENRLMT SNPSHT using Query Builder
    • 5.1 Creating an Output joining from MDCR_ALT & RFRNC_AL libraries
    • 5.2 Implicit PassThrough - Running EXPLAIN plan
    • 6.1 Upload SAS dataset to IDR Analytic Data Mart (ADM) using Fastload Stored Process

2.5 HOURS - Session 4

SAS Self-Service Utilities & SAS AMO and WRS

  • Self-Service Utilities
  • SAS Add-in for Microsoft Office
  • SAS Web Report Studio
  • User Enablement
  • Exercise Demonstration - BI tools - SAS AMO & WRS
    • 7.1 Executing a SAS Program in Batch
    • 7.2 Disk Usage Report
    • 7.3 Search Coach’s Corner for Self-Service Help
    • 7.4 Monitoring & Terminating Teradata Queries
    • 8.1 Using a Microsoft Excel Flat File in AMO
    • 8.2 Creating SAS Charts and Refreshing Graph Data in AMO

2.5 HOURS - Session 5

Medicare Access Layer End-to-End

  • Exercise Demonstration
    • 9.1 Continuous Enrollees
    • 9.2 Restricting the Population to Ohio
    • 9.3 Number of Beneficiaries
    • 9.3.1 Creating Task Template
    • 9.3.2 Running EXPLAIN plan on Enrollee Count Ohio Query Builder
    • 9.4 Lung Cancer Claims
    • 9.5 Ohio Lung Cancer Claims
    • 9.6 Final Statistics

IDR T-MSIS / Medicaid Virtual Data Mart Training

This two-hour training will cover:

  • Integrated Data Repository (IDR) Medicaid Virtual Data Mart (MDCD VDM) Overview and Business Use Cases
  • What is T-MSIS Data & Why add T-MSIS Data to IDR
  • How does T-MSIS data differ from Medicare Claims Data?
  • Data flow from T-MSIS to the IDR
  • T-MSIS Source System Data Characteristics
  • Conceptual Model Highlights
  • IDR Medicaid Virtual Data Model - Claim Highlights
  • IDR EUA Access and Data Use Agreement (DUA)
  • IDR Documentation
  • IDR Support Resources
  • Live Demo - Using T-MSIS Data within SAS Enterprise Guide

Using IDR Analytic Data Marts (ADM) (In-person/on-site)

The purpose of this training is to provide end users, business analysts and developers with a high level overview of an IDR Analytic Data Mart, and how to use it effectively. This training will cover:

  • ADM overview and usage
  • Best practices and pitfalls to avoid while using an ADM
  • ADM Data Loading options available
  • Techniques to copy data from ADM to other IDR databases
  • Tips for improving performance

Using IDR Analytic Data Marts (ADM) (Live Webinar)

This is an instructor-led webinar that will give an attendee the knowledge to create, edit and maintain Analytic Data Marts (ADMs) in the IDR. The class will teach the benefits of ADMs, the Dos and Don’ts of ADMs, and the most efficient use of loading ADMs using a preconfigured FastLoad Stored Process.  At completion of the course one should have the knowledge to describe what an ADM is and how to create and populate them in the most efficient manner.

Teradata SQL (Web based Training)

The Teradata SQL Training is a Web-based course designed for data analysts and business users of the Teradata system. It provides an overview of the Teradata architecture as well as the features and benefits of the product. It covers data distribution, access, storage, and Teradata terminology and how to use the Teradata utility, SQL Assistant, and submit Structured Query Language (SQL) statements. This course offers practical and hands-on exercises on how to retrieve and manipulate data from the Teradata system using both ANSI standard conventions and the Teradata extensions to the language.

Course Objectives:

Provide an understanding of

  • the architecture and components of the Teradata Database
  • how the Teradata database uses the Primary and Secondary Indexes
  • writing queries in the SQL programming language that access single and multiple tables
  • how to use SQL Assistant for submitting queries to the Teradata Database
  • how to convert and format data for reporting purposes, including exports into Excel
  • how to produce totals and subtotals in reports using aggregation operators
  • the use of various join strategies and subqueries to qualify the data to be selected from the database
  • creating queries which perform rankings of data and extract data samples from large tables

SAS EBI Town Hall

The SAS EBI Town Hall is a bi-monthly, unscripted, open-forum, Q&A session where all SAS-related questions are welcome. Previous questions have included (but aren't limited to):

  • How to import and export data?
  • What are the best practices for querying the IDR from SAS?
  • How to cancel a query?
  • What is the relationship between Enterprise Guide and SAS Studio?

IDR-BI User Group

The IDR-BI User Group, commonly referred to as the “IBUG,” is a monthly gathering of the CMS IDR team and the end-users of the IDR data and Business Intelligence tools. Foundational goals of the IBUG are to:

  • Provide a forum for IDR and BI users to share analytical ideas with each other
  • Bring the IDR and BI application maintainers closer to their end-user community to share information and to better understand user needs

Past topics covered in the IBUG have included:

  • IDR Encounter Data
  • Finder File Process
  • ICD-10 Data
  • SAS Views
  • T-MSIS Data
  • Life of Part A and Part B Medicare Claims

 

 

To request additional information on any of the IDR trainings listed above, please visit the IDR SharePoint page here

Page Last Modified:
12/01/2021 07:02 PM