InterSystems EHR Reports Specialist

The InterSystems EHR Reports Specialist exam is designed to validate core skills for specialists who design, set up, and support InterSystems Reports within InterSystems EHR.

Purchase Certification Exam

An IT specialist who does all of the following:

• Uses Logi Report Designer to design and author InterSystems Reports
• Sets up, tests, and supports InterSystems Reports in InterSystems EHR
• Creates and edits report layouts
• Works with stored procedure developers
  

• At least 3 months full-time experience with creating reports using InterSystems Reporting. 

Completion of the TrakCare Reporting course is required to be eligible for this exam.

This course is open only to partner organizations that have an active EHR license or are a TrakCare Implementation partner in an active EHR implementation, and are currently using InterSystems Reports with Logi Report Designer and InterSystems EHR.

InterSystems employees may be considered for an exception with manager approval.

Contact certification@intersystems.com for more information.

• Online learning resources:
  
  • TrakCare MEUI Essentials (interactive course)
  • TrakCare MEUI Layout Editor (interactive course, 5h)
• Review the Logi Report Designer Documentation.
• Review the set of practice questions.
  

Number of questions: 50
Exam time limit: 1.5 hours
Passing score: 74%
Language offered: English
Exam format: Multiple choice and multiple response

The exam contains question items that cover the areas for the stated role as shown in the KSA (Knowledge, Skills, Abilities) chart immediately below. All questions are based on Logi Report Designer V19.

Note: InterSystems now offers two EHR products - TrakCare and IntelliCare. Both products share the same core infrastructure. Therefore, when referring to features common to both products, the term InterSystems EHR is used.

TOPIC/KNOWLEDGE	SECTION/SKILLS	ABILITIES
T1 Creates InterSystems Reports using Logi Report Designer within InterSystems EHR	T1.1 Describes what the specification is saying	Recalls what data sources and procedures are, and how to access the sources of data Identifies what parameters are used from the specification Distinguishes between different page report component types (e.g., cross tabs, banded objects, normal tables)
	T1.2 Identifies the components of InterSystems Reports	Distinguishes between catalogues and reports Recalls the features of a catalogue Catalogues connections and terms Accesses the catalogue manager in the designer Identifies which data source types are used in reporting Identifies the data source connection and how to modify it Identify what is required to use a JDBC connection Recalls what a stored procedure is Recalls when and why to update a stored procedure Distinguishes between different data sources and their use cases Recalls the importance of binding parameters Manages catalogues using reference entities Recalls how to change the SQL type of a database field (e.g., dates) Identifies how to reuse sub-reports Recalls the different use cases for sub-reports Describes how to use parameters within a sub-report Recalls how to configure the parameters that the sub-report requires Recalls how to link a field on a row to filter sub-reports Recalls the potential impact of updating stored procedures on the settings
	T1.3 Uses Logi Report Designer to design and present data	Distinguishes between the different formats of reports Determines when and how to use different kinds of page report component types Recalls the meaning of each band and where they appear (e.g., page header vs. banded page header) Recalls how to add groups and work with single vs. multiple groups Differentiate between the types of summaries Uses tools to manage, organize, and group data and pages, including effectively using page breaks Identifies when to use formulas Uses formulas to format data and tables Determines how to best work with images, including using dynamic images Uses sub-reports effectively Inserts standard page headers and footers into reports Recalls how to embed fonts into reports Applies correct formatting, localization, and languages
T2 Integrates InterSystems reporting within InterSystems EHR	T2.1 Understands InterSystems EHR report architecture	Recalls how to set up a report manager entry Recalls how many user-inputted parameters can be used in InterSystems EHR Recalls how to set up menus for a report and how to add menus to a header Recalls what a security group is and adds menus to security group access Configures InterSystems EHR layout webcommon.report Differentiates between different types of layout fields
T3 Supports InterSystems Reports	T3.1 Verifies printing setup	Debug using the menu or preview button Tests the report by making sure it runs as expected Demonstrates how to run reports with different combinations of parameters Tests report performance with a big data set Identifies error types
	T3.2 Uses print history	Identifies use cases for the print history feature Recalls the steps to retry printing after a failed attempt Uses print history to verify parameters are correctly passed to the parameters in the stored procedure. Recalls how to identify a report was successfully previewed or if it encountered errors