InterSystems EMPI Technical Specialist

T1.1

Installs InterSystems EMPI software and configures EMPI production

1. Installs InterSystems EMPI software
2. Uses Installer Wizard or script to create EMPI Productions
3. Installs custom EMPI classes
4. Completes post-activation setup
5. Creates environments to support development and production EMPI systems
6. Enables and configures Data Quality Tool
7. Creates a dedicated tuning system for testing incoming data from new site
8. Implements security protocols to protect person data
9. Loads demographic data from each data source
10. Creates user accounts
11. Defines custom system settings

T1.2

Updates Linkage Definition and data feeds

1. Collects information on demographic data available from site
2. Appraises information on organization's demographic data
   
3. Selects normalization approach for problem data
   
4. Modifies parameter values and system settings in Definition Designer
   
5. Reviews and revises threshold values
   
6. Reviews and revises parameter agreement/disagreement weights using updated maximum likelihood estimation (MLE) process
   
7. Evaluates effectiveness of changes on tuning process
   
8. Recommends corrective action for data quality issues
   
9. Recommends Composite Record trust tiers and aging factors
   
10. Recommends changes to rules
    
11. Analyzes data using SQL queries

T1.3

Plans and executes data load from source systems

1. Selects initial data loading approach
   
2. Configures and tests initial data loading mechanism
   
3. Configures ongoing data loading process;

T1.4

Manages Linkage Builds in development and test systems

1. Selects Linkage Rebuild process
2. Executes Linkage Build
3. Reviews status of builds

T1.5

Prepares EMPI system for go-live

1. Uses configuration check utility to validate production system configuration before go-live
2. Updates security settings before go-live

T2

Analyzes customer data

T2.1

Analyzes Demographic Data to identify data quality issues

1. Identifies data quality issues that will cause linkage problems
2. Discovers data problems using Data Quality tool
3. Analyzes pairs using Worklist
4. Reports data quality issues identified through analysis of site data

T2.2

Specifies data correction protocols

1. Determines best approach to resolve data quality issues
2. Designs modifications to system components to handle data quality issues

T3

Trains users on EMPI functionality and risk management

T3.1

Explain safety implications for mis-matched records

1. Identifies impact of errors in EMPI on patients, members, clinicians, organizations
2. Demonstrates display implications for linkage conflict categories using Unified Care Record Person Search
3. Describes worklist categories that present the greatest patient risk

T3.2

Explains fundamental EMPI concepts

1. Explains Categories and their impact on the display of a person's data
   
2. Explains probabilistic versus deterministic matching
   
3. Explains deterministic identifiers
   
4. Explains the use of normalization and agreement
   
5. Explains the use of rules to fine-tune the matching processes
   
6. Describes built-in rules
   
7. Explains agreement/disagreement weights and their evaluation against thresholds

T3.3

Explains system settings impact on Worklist display and use

1. Reviews organizational person identification decisions reflected in system settings and their impact on system behavior with customer staff
   
2. Recommends documentation of organization problem resolution and problem escalation processes
   
3. Describes impact of organizational policies on linking

T3.4

Describes use of worklist filters and search options for record selection

1. Explains overlap/overlay difference
   
2. Explains Worklist categories
   
3. Explains the use of Worklist filters
   
4. Describes the fields in the Worklist results table
   
5. Demonstrates Worklist search capabilities
   
6. Examines record pairs near auto link threshold
   
7. Explains filtration scenarios that do not locate any record pairs

T3.5

Explains worklist actions

1. Demonstrates Worklist linking actions
   
2. Explains use of Custom Status and Assign to User
   
3. Demonstrates use of Whole Record Viewer to identify worklist records with more than one link or potential link
   
4. Explains that linkage conflict categories need careful research by an experienced staff member

T3.6

Explains use of EMPI Person Search menu option

1. Explains use case for EMPI Person Search menu option
2. Demonstrates EMPI Person Search

T3.7

Teaches use of Alternate Views

1. Explains alternate view use cases
2. Explains alternate view screen layouts and navigation
3. Demonstrates alternate view actions

T4

Supports EMPI

T4.1

Troubleshoots EMPI issues

1. Resolves lack of data in Composite View
   
2. Identifies records impacted by medical record number re-use
   
3. Recommends actions to fix records impacted by medical record number re-use
   
4. Manages linkage Builds
   
5. Diagnoses complaints about system slowdowns

T4.2

Evaluates database pointers using Data Integrity Check Utility

1. Operates data integrity check utility
   
2. Assesses errors identified by data integrity check utility
   
3. Reports unresolved data integrity check utility issues

T4.3

Monitors data quality

1. Employs tools to perform ongoing quality management for incoming data

T4.4

Monitors and manages system size

1. Employs database tools to monitor and manage system growth
2. Examines Usage Dashboards to monitor system activity
3. Manages Audit Log size
4. Implements automated audit log purge task