Integrated Data Repository (IDR) Training

IDR Overview & Data Analytics and SAS EBI Business Analyst

This five-day training will cover:

IDR Overview & Data Analytics (IODA) (2 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.

SAS EBI for Business Analysts (3 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

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

IDR Business Intelligence (BI) Building Blocks (BB) MicroStrategy Training

This one-day training will cover:

  • Logging into the IDR BI Building Blocks project in the MicroStrategy BI tool
  • Creating a Blank IDR BI report
    • Creating a MicroStrategy Report containing Beneficiary & Claims Attributes:
      • Adding Filters, Saving & Running Reports, Viewing the History List, Opening completed Reports
    • Adding a Claims Metric:
      • Saving New Version of Report, Re-running Report & Viewing History List, Opening Modified Report
        • Sorting Metric column & formatting to Currency
        • Using Page-by feature
        • Exporting (downloading) as Excel & web .PDF
  • Creating four reports to serve as underlying data for Dashboard:
    • Beneficiary Enrollment Geo Report
    • Bene Enrollment By Year Report
    • Bene Enrollment Details Report
    • Bene Enrollment Month by MDCR Status Report
  • Adding Data Elements to Line Chart Visualization
    • Modifying All Axis Scales
    • Size By Field
    • Modifying Single Axis Scale
    • Mouse Hovering Functionality
    • Filter Tab
    • Modifying Shapes and Data Labels options
  • Dashboard creation in MicroStrategy Visual Insight (VI) dashboard module
    • Total Beneficiary Enrollment at Current Month
    • Total Beneficiary Enrollment Population by Medicare Status Over Year
    • Total Beneficiary Enrollment Population Historical Detail View
    • Total Beneficiary Enrollment Population of Aged and Disabled Over Month
    • Text Wrapping Header Text
    • Renaming Dashboard Visualization Titles
    • Setting up Dashboard Filtering Targets
  • Importing Data from Local Drives into VI dashboard
    • Creating Dataset Using IDR BI Building Blocks Data Elements
      • Adding Filters to Building Blocks Data Elements
    • Importing External Data into the MicroStrategy Visual Insight module
      • Uploading External Data
      • Linking to Other Datasets
    • Creating Dashboard Visualizations
    • Modifying Visualization Formatting
      • Trend lines, data labels, Color By field
  • Provider Attending vs. Claim & Bene Count
    • Filters include Claim From Date, Claim Type Code, Claim Final Action Indicator, and Claim Attending
      Provider Specialty Code
    • Metrics include Bene Total Count, Claim Count, and creation of a derived metric, Percent of bene to total
      Bene who had services
    • Page By Bene GEO FIPS State and Claim Attending Provider Specialty Code
  • Logging Out from MicroStrategy BI tool
  • Q&A

Using IDR Analytic Data Marts (ADM) with SAS EBI

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

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:
03/18/2019 11:28 AM