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All_Reports and Data Warehouse Training_08-19-2014.pdf Page 1 PELICAN EI Reports and Enterprise Data Warehouse Training Office of Child Development and Early Learning Bureau of Early Intervention Services

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All_Reports and Data Warehouse Training_08-19-2014.pdf Page 1

PELICAN EI Reports and Enterprise Data Warehouse Training

Office of Child Development and Early Learning

Bureau of Early Intervention Services

All_Reports and Data Warehouse Training_08-19-2014.pdf Page 2

Agenda

Report Overview

Cubes and Reports

Additional Resources

Tip Sheet Review

Data Warehouse Self-Paced Practice

All_Reports and Data Warehouse Training_08-19-2014.pdf Page 3

Reports Overview - Terminology

The Enterprise Data Warehouse is a repository of a data from many different Pennsylvania

systems including PELICAN EI, PROMISe, and CIS. The data warehouse is designed to facilitate

reporting and analysis beyond what is available in PELICAN EI.

Key Terms and Acronyms:

Name Definition

CIS Client Information System

Cognos Cognos is the manufacturer who created the tool used to access the Enterprise Data Warehouse cubes.

Cube A cube is a grouping of related data that users can manipulate for tactical decision-making and requires business-savvy user interaction. Cubes include the ability to apply filtering criteria in different methods to create personalized reports.

Dashboard A dashboard is a one-page graphical interface that provides visibility into key performance indicators through simple visual graphics such as graphs, charts and tables within a web browser.

Data Elements Data Elements are the data fields that are provided on requested reports.

Dimensions Users select dimensions to provide filtering and/or grouping within a cube. Selecting

these dimensions (i.e. Age, Gender) allow users to create personalized reports.

DPW Department of Public Welfare

Drill Through Reports

The Drill Through Report feature allows a user to create a report showing each record’s

individualized data based on the current dimensions applied to the report.

All_Reports and Data Warehouse Training_08-19-2014.pdf Page 4

ELN Early Learning Network

Enterprise Data Warehouse

The Enterprise Data Warehouse is a repository of a data from many different

Pennsylvania systems including PELICAN EI, PROMISe, and CIS.

FYTD Fiscal Year to Date

HCSIS Pennsylvania’s Home and Community Services Information System.

Near Real Time Report

A near real time report pertains to timeliness of data that has been delayed by the time required for electronic communication and automatic data processing. For Data Warehouse Dashboards, data is current as of the previous weekday evening.

OCDEL-BEIS Office of Child Development and Early Learning – Bureau of Early Intervention Services

PELICAN EI Pennsylvania’s Enterprise to Link Information for Children Across Networks Early Intervention

system is an information management system used to manage the records of children receiving Early Intervention (EI) services.

PROMISe Provider Reimbursement and Operations Management Information System

Report A report retrieves system data using pre-determined filters and data categories and presents the results in a user friendly format to assist with business decision-making.

SC Entity Any organization that has been approved to provide service coordination services within the Commonwealth of Pennsylvania.

All_Reports and Data Warehouse Training_08-19-2014.pdf Page 5

Reports Overview – Data Warehouse Cube Example

The drill through report includes

the data elements for each child

included in the results

A cube is where users apply

dimensions and review the

summary data

The drill through report is

requested after applying

dimensions to cube

Dimensions are applied to cubes

as needed to help users in the

analyze their data

All_Reports and Data Warehouse Training_08-19-2014.pdf Page 6

Reports Overview

PELICAN EI Enterprise Data Warehouse

https://www.hcsis.state.pa.us https://www.dpwrpt.state.pa.us

Point in Time Trending Point in Time

PELICAN EI offers both online and overnight reports that will display data up to the day prior to the date of the report request.

• Online reports

– Requested and viewed

immediately

– Shows data as of the previous day

• Overnight reports

– Requested and placed in a queue to

run overnight

– Shows data as of the day requested

• Provides a historical

collection of an

organization’s data

• Used to track trends by

comparing different points in

time

• Refreshed monthly, data

reflects the last day of the

previous month

• Offers point in

time perspective

• Used for day-to-day

operational support

• Refreshed daily, data

reflects the previous day

Point in Time cubes are identified by “Near Real Time” in the title

Please Note: Reports indicated as I/T or PS are only for the program indicated; otherwise, all reports are for both I/T and PS Programs.

All_Reports and Data Warehouse Training_08-19-2014.pdf Page 7

Preschool Cubes and Reports

Report Name Trending or Point in Time Location Key

Impact of Service Removal Report Point in Time PELICAN EI

Service Delivery Delay by Child Report Point in Time PELICAN EI

Service During Scheduled Breaks Report Point in Time PELICAN EI

Supplementary Documentation Report Point in Time PELICAN EI

Early Intervention ECO Details Report Point in Time PELICAN EI

Demographics of Children in a Caseload - Near Real Time Point in Time Data Warehouse

Federal Reports View Point in Time Data Warehouse

On-Time Evaluation Plan - Near Real Time Point in Time Data Warehouse

Plan Revision Timeliness - Near Real Time Point in Time Data Warehouse

Dashboards Point in Time Data Warehouse

OSEP (ECO) Cube Point in Time Data Warehouse

EI PS Demographics Details of Children Trending Data Warehouse

EI On-Time Plan Evaluation– Trend Analysis Trending Data Warehouse

EI Program Setting – Trend Analysis Trending Data Warehouse

EI Service Delivery Delay by Child - Trend Analysis Trending Data Warehouse

EI Service Delivery Delay by Service - Trend Analysis Trending Data Warehouse

EI Students With Primary Disabilities – Trend Analysis Trending Data Warehouse

Reasons for Exiting EI - Trend Analysis Trending Data Warehouse

Funding Source Trend Analysis Trending Data Warehouse

PELICAN EI

Point in Time

DW

Point in Time

DW

Trending

All_Reports and Data Warehouse Training_08-19-2014.pdf Page 8

Infant/Toddler Cubes and Reports

Report Name Trending or Point in Time Location Key

Impact of Service Removal Report Point in Time PELICAN EI

Service Delivery Delay by Child Report Point in Time PELICAN EI

Early Intervention ECO Details Report Point in Time PELICAN EI

Demographics of Children in a Caseload - Near Real Time Point in Time Data Warehouse

ITF Waiver Report Point in Time Data Warehouse

On-Time Evaluation Plan - Near Real Time Point in Time Data Warehouse

Service Delivery Delay by Child - Near Real Time Point in Time Data Warehouse

Dashboards Point in Time Data Warehouse

OSEP (ECO) Cube Point in Time Data Warehouse

EI IT Demographics Details of Children Trending Data Warehouse

SC Productivity - Trend Analysis Trending Data Warehouse

EI On-Time Plan Evaluation– Trend Analysis Trending Data Warehouse

EI Program Setting – Trend Analysis Trending Data Warehouse

EI Service Delivery Delay by Child - Trend Analysis Trending Data Warehouse

EI Service Delivery Delay by Service - Trend Analysis Trending Data Warehouse

Reasons for Exiting EI - Trend Analysis Trending Data Warehouse

Service Spending - Trend Analysis Trending Data Warehouse

TCM Claim - Trend Analysis Trending Data Warehouse

PELICAN EI

Point in Time

DW

Point in Time

DW

Trending

All_Reports and Data Warehouse Training_08-19-2014.pdf Page 9

Impact of Service Removal Report

The Impact of Service Removal Report allows users to search for a provider and service

that needs to be removed from PELICAN EI. The report lists the children who receive the

service along with the name of the children's Leads, the report also lists the total count of

children affected by removal of this service.

Report Data Elements: • Preschool Program

• Provider

• Provider Location

• Service

• Last Name

• First Name

• MCI#

• Service Contract Start/End Date

• Service Start/End Date

• Service Authorization Status

• Lead

Roles with Access: • Statewide Reviewer

• Lead Supervisor

• Lead

• Program Administrator

Location: 1. PELICAN EI

2. Tools

3. Reports

4. Report s Request

5. Impact of Service

Removal Report

Business Questions: • How many children/plans/evaluations will be affected by end-dating a provider service?

PELICAN EI

Point in Time

All_Reports and Data Warehouse Training_08-19-2014.pdf Page 10

Service Delivery Delay by Child Report

The Service Delivery Delay by Child Report allows users to determine which services are

not being delivered on time. Allows Preschool EI Programs to see if there are services that

are consistently delivered late and if there is a correlation between service delay and the

provider or Lead.

Report Data Elements: • Last Name

• First Name

• Local ID

• MCI#

• PA Secure ID

• MA ID

• Service Name

• SC/Lead

• SC Entity/Preschool

• Provider

• Anticipated Service Start Date

• Actual Service Start Date

• Days of Delay

• Number of Days

• Reason for Delay

Roles with Access: • Statewide Reviewer

• Lead Supervisor

• Lead

• Program Administrator

Location: 1. PELICAN EI

2. Tools

3. Reports

4. Report s Request

5. Service Delivery Delay

by Child Report

Business Questions: • How many children are affected by at least one delayed service and what are their details?

PELICAN EI

Point in Time

All_Reports and Data Warehouse Training_08-19-2014.pdf Page 11

Services During Scheduled Breaks Report - PS

The Services During Scheduled Breaks Report allows users to monitor and plan for the

number of children receiving services during scheduled breaks.

Report Data Elements: • Preschool

• Supervisor

• Lead

• Last Name

• First Name

• MCI#

• PA Secure ID

• MA ID

• Service Type

• Reason

• Start Date

• End Date

• Frequency

• Duration

Roles with Access: • Statewide Reviewer

• Lead Supervisor

• Lead

• Program Administrator

Location: 1. PELICAN EI

2. Tools

3. Reports

4. Report s Request

5. Services During

Scheduled Breaks

Report

Business Questions: • Which children receive services during scheduled breaks?

PELICAN EI

Point in Time

All_Reports and Data Warehouse Training_08-19-2014.pdf Page 12

Supplementary Documentation Report - PS

The Supplementary Documentation Report allows the user to track documents they are

waiting to receive back from parents/guardians.

Report Data Elements: • Preschool

• Supervisor

• Lead

• Last Name

• First Name

• MCI#

• PA Secure ID

• MA ID

• Document

• Date Sent

• Date Received

• Number of Days Elapsed

Roles with Access: • Statewide Reviewer

• Lead Supervisor

• Lead

• Program Administrator

Location: 1. PELICAN EI

2. Tools

3. Reports

4. Report s Request

5. Supplementary

Documentation Report

Business Questions: • Have all documents sent to the parents/guardians been received back by the Preschool EI Program?

PELICAN EI

Point in Time

All_Reports and Data Warehouse Training_08-19-2014.pdf Page 13

Early Intervention ECO Details Report - I/T & PS

The Early Intervention ECO Details Report allows the user to view children's Outcome ID,

demographic information, the provider(s) responsible for ECO Entry and Exit data, and ECO

status.

Report Data Elements: • Local Program

• SC Entity

• SC/Lead

• Outcome ID

• Last Name

• First Name

• MCI#

• DOB

• Responsible for Entry ECO

• Responsible for Exit ECO

• Entry ECO Entered

• Exit ECO Entered

• Referral Date/ Re-Entry Date

• Initial Plan Meeting Date

• Case Closure Date

Roles with Access: • County Financial Manager

• County Intake & Referral

• County SC Oversight

• SC Intake/Referral

• SC Data Entry

• SC Unit Manager

• SC

• SC Supervisor

• Intake/Referral

• Data Entry Admin

• Contributor

• Lead

• Lead Supervisor

• Provider Admin

• Provider Lead

• Statewide Reviewer

Location: 1. PELICAN EI

2. Tools

3. Reports

4. Report s Request

5. Early Intervention ECO

Details Report

Business Questions: • What the Outcome ID for a child in your program?

• Who is responsible for entering ECO data for a child in your program?

• Has ECO data been entered for a child in your program?

PELICAN EI

Point in Time

All_Reports and Data Warehouse Training_08-19-2014.pdf Page 14

sis

Demographics of Children in a Caseload - Near Real Time

The Demographics of Children in a Caseload – Near Real Time cube allows users to

determine the number of children in Early Intervention by Local EI Program and SC/Lead

based on activity status or demographic characteristics

Drill Through Data Elements: • IT County/Joinder

• SC Entity/ Preschool

• SC Supervisor/

Supervisor

• SC/Lead

• Last Name

• First Name

• Age

• Residential County

• Date of Birth

• MCI#

• EIX

• Local ID

• PA Secure ID

• MA ID

• Race

• Ethnicity

• OSEP Ethnicity

• Gender

• Activity Status

• Referral Date

• Referral Source

• Referral Reason

• I/T Primary

Exceptionality

• PS Primary

Disability

• PS Secondary

Disability

• Additional Diagnosis

• Eligibility Reason

Business Questions: • Who are the children present on an SC/Lead’s caseload?

• What are the children’s demographic details and activity statuses?

Dimensions: • EI IT or PS Region

• Activity Status

• Additional Diagnosis

• Age

• Gender

• Race

• Ethnicity

• Funding Source

• OSEP Ethnicity

• IT Primary Exceptionality

• PS Primary Disability

• PS Secondary Disability

• Referral Reason

• Referral Source

• PS District

• IT County Follow-Up

• PS Limited English

Proficiency

• Zip Code

DW

Point in Time

Location: 1. Data Warehouse

2. Public Folders tab

3. HCSIS folder

4. OCDEL Reports

and Cubes

folder

5. Consumer Demographics folder

6. Demographics of

Children in a Caseload

– Near Real Time

• Address Type

• Address

• Preschool School District

• Preschool Limited English Proficiency

• Home Phone

• Zip Code

• Funding Source

• Waiver Begin Date

• Waiver End Date

All_Reports and Data Warehouse Training_08-19-2014.pdf Page 15

Federal Report View (Report of Children with Disabilities Evaluated) - PS

The Federal Report View (Report of Children with Disabilities Evaluated) satisfies

Federal reporting requirements by detailing delays in eligibility determination within each

Preschool EI Program.

Report Data Elements: • Fiscal Year

• AUN of the MAWA for Preschool Students

• Total Students Evaluated for special education

• Total Students determined to be eligible

• Students determined to be eligible within 60 cal. days

• Students determined to be eligible between 61 and 90 cal. days

• Students determined to be eligible between 91 and 120 cal. days

• Students determined to be eligible greater than 120 cal. days

• Total Students determined not to be eligible

• Students determined not to be eligible , within 60 cal. days

• Students determined not to be eligible between 61 and 90 cal.

days

• Students determined not to be eligible between 91 and 120 cal.

days

• Students determined not to be eligible greater than 120 cal. days

Dimensions: • Fiscal Year

• Preschool AUN

Location: 1. Data Warehouse

2. DPW tab

3. HCSIS folder

4. Near Real Time

Reports folder

5. EI Reports folder

6. Federal Report View

Business Questions: • Of the children found eligible, how many days after their evaluation was this determined?

• Of the children found not to be eligible, how many days after their evaluation was this determined?

DW

Point in Time

All_Reports and Data Warehouse Training_08-19-2014.pdf Page 16

ITF Waiver Report – I/T

The ITF Waiver Report allows users to view the number of

children that are enrolled in ITF Waiver during a given period of

time for a specific county/joinder.

Results Data Elements:

• Region Funding • County/Joinder

• First Name

• Last Name

• DOB

• SSN

• MCI

• BSU

• Waiver Begin Date

• Waiver End Date

• Slot Utilized?

• Form 123 Begin Date • Form 123 End Date

• Form 123a Begin Date

• Form 123a End Date

• Form 457 Begin Date

• Form 457 End Date

• Form 162 Begin Date

• Form 162 End Date

Dimensions:

• From Date

• To Date

• Slot Utilized?

• County Joinder

Business Questions:

• What children in a given county/joinder are enrolled in the ITF waiver during a specific time period?

DW

Point in Time

All_Reports and Data Warehouse Training_08-19-2014.pdf Page 17

On-Time Evaluation Plan - Near Real Time

The On-Time Evaluation Plan – Near Real Time cube allows users to determine the count

and details (including reason for delay) for all children who have delayed plans and/or

evaluations using data from PELICAN EI as of the previous day.

Drill Through Data Elements: • IT or PS Region • Evaluation Administered Date/Plan

• SC Entity/ Preschool Effective Date

• SC Supervisor/ Supervisor • Contact Referral Date

• SC/ Lead • Document Status

• Last Name • Number of Days Late

• First Name • Preschool Primary Disability

• Date of Birth • Preschool Secondary Disability

• Residential County • Preschool School District

• MCI# • Address

• PA Secure ID • Zip Code

• Local ID • Home Phone

• MA ID

• Document

Dimensions: • EI IT or PS Region

• Preschool Consumer

Category

• Document

• Delay

• Document Status

• Timeliness

• Timeliness Summary

• Activity Status

• Preschool School District

• Preschool Zip Code

• Preschool Primary

Disability

• Preschool Secondary

Disability

Location: 1. Data Warehouse

2. DPW tab

3. HCSIS folder

4. Near Real Time

Reports folder

5. EI Reports folder

6. On-Time Evaluation

Plan – Near Real Time

Business Questions: • How many documents are incomplete for children in a Preschool EI Program or County and why?

• By how many days are the documents delayed?

• To what Preschool EI Program do the children with delayed documents belong and who is the responsible

SC/Lead?

DW

Point in Time

All_Reports and Data Warehouse Training_08-19-2014.pdf Page 18

Plan Revision Timeliness - Near Real Time - PS

The Plan Revision Timeliness - Near Real Time allows users to monitor compliance in

regards to annual review targets and to identify potential causes of late annual reviews using

the data from PELICAN EI as of the previous day.

Report Data Elements: • Total Count of Annual Reviews:

• 30-90 Days Late

• Greater than 90 Days Early

• 0-30 Days Late

• 0-30 Days Early

• 30-90 Days Early

• Greater than 90 Days Late

Dimensions: • EI Preschool

• Range

Location: 1. Data Warehouse

2. DPW tab

3. HCSIS folder

4. Near Real Time

Reports folder

5. EI Reports folder

6. Plan Revision

Timeliness - Near Real

Time

Business Questions: • How many annual review plans were completed on-time?

DW

Point in Time

All_Reports and Data Warehouse Training_08-19-2014.pdf Page 19

Service Delivery Delay by Child - Near Real Time – I/T

The Service Delivery Delay by Child - Near Real Time cube allows users to determine

the count and details of children who were impacted by delayed services statewide and

take corrective measures to resolve service delivery issues using the data from PELICAN

EI as of the previous day.

Results Data Elements: • Region • Service Begin Date • County Joinder • Actual Service Delivery • SC Entity Date • SC Supervisor • Service Status • SC • Days Service • Last Name Delayed By • First Name • Address • Residential County

• DOB

• MCI

• BSU

• Plan Effective Date

Dimensions: • Region

• Delay

• Service Status

• Timeliness

• MEASURES

Business Questions: • How many children are affected by at least one delayed service and what are their demographic

details?

DW

Point in Time

All_Reports and Data Warehouse Training_08-19-2014.pdf Page 20

Enterprise Data Warehouse Dashboards

The Monitoring Dashboard is a single page reporting object containing charts, graphs and

tables to monitor critical business metrics. The EI monitoring dashboards allow users to track

the following types of information that has been entered into PELICAN EI: disability

description, evaluation timeliness, educational environment, plan create, referral, transition

data, plan approval and ethnic background.

Drill Through Data Elements: Lead Supervisor

Lead

Last Name

First Name

Date of Birth

MCI#

Residential County

Activity Status

Referral Date

Note: each drill through report may have different data elements

Graphs: • Plan Creation Date to Plan

Approval Date

• % of EI Children by

Educational Environment

• Exiting Reasons

• % of children with parental

consent to evaluate, who

were evaluated within 60

days

• % of children referred by

Part C prior to age 3, who

are found eligible for Part B,

and who have an IEP

developed and implemented

by their third birthday

• Race and Ethnicity Report

• Disability

Location: 1. Data Warehouse

2. DPW tab

3. HCSIS folder

4. Near Real Time

Reports folder

5. EI Reports folder

6. EI Preschool

Monitoring Dashboard

Business Questions: • What is the length of time from Plan Creation Date to Plan Approval Date?

DW

Point in Time

All_Reports and Data Warehouse Training_08-19-2014.pdf Page 21

OSEP (ECO) Cube

The OSEP Cube and Drill Through Report will provide information related to child outcomes (ECO)

assessments which are stored in the ELN repository. The report will be designed to support OSEP’s federal

reporting requirements. In addition a drill through report will be accessible to allow the user to view detail

level information.

Drill Through Data Elements: • Last Name

• First Name

• MCI #

• Outcome ID

• Date of Birth

• Race

• Ethnicity

• Gender

• Exceptionality/Disability

• County Joinder

• SC Entity/Preschool

• Referral Date

• Initial Plan Approval Date

• Case Closure Date

• Date of Reporting ECO • Date of Conducting ECO

• Assessment Type

• Indicator/Outcome

• Entry Rating

• OSEP Rating

• Progress Determination

• OSEP Category

Dimensions: • EI Preschool

• EI Infant/Toddler

• Assessment Type

• Date of Conducting

• Date of Reporting

• Indicator/Outcome

• OSEP Category

• Gender

• Race

• Ethnicity

• Age at Referral

• Measures

Location: 1. Data Warehouse

2. DPW tab

3. HCSIS folder

4. Near Real Time

Reports folder

5. EI Reports folder

6. OSEP Report

Business Questions: • When was ECO data reported or conducted for a child in your program?

• What are the OSEP ratings for a child in your program?

DW

Point in Time

All_Reports and Data Warehouse Training_08-19-2014.pdf Page 22

EI IT Demographics Details of Children

The EI IT Demographics of Children - Trend Analysis cube allows users to

determine the number of children in the EI program being served by a county, SC

Entity and SC based on demographic characteristics; this cube allows for analysis

of the changes in this population over time.

Results Data Elements:

• IT County/ Joinder • Case Event • SC Entity • Referral/Re-Entry Date • SC Supervisor • Referral Source • Last Name • Referral Reason • First Name • IT Primary Exceptionality • Residential County • Eligibility Reason • Date of Birth • School District • MCI# • Zip Code • Funding Source • Waiver Begin Date • Waiver End Date • EIX

• Local ID

• PA Secure ID

• MA ID

• Race

• Ethnicity

• Gender

• Activity Status

• Activity Status Indicator

Dimensions: • Time

• EI Infant/Toddler Region

• Activity Status

• Activity Status Indicator

• Age

• Funding Source

• Gender

• Race

• Ethnicity

• Primary Exceptionality

• Eligibility Reason

• Referral Source

• County Follow-Up

• School District

• Zip Code

• MEASURES

DW

Trending

Business Questions: • Over a period of time, who are the children

present in a SC’s caseload?

• Over a period of time, what are their demographic

details and their activity statuses?

All_Reports and Data Warehouse Training_08-19-2014.pdf Page 23

EI PS Demographics Details of Children

The EI PS Demographics of Children - Trend Analysis cube allows users to

determine the number of children in the EI Preschool program being served by a

Preschool Program and Lead based on demographic characteristics; this cube

allows for analysis of the changes in this population over time.

Results Data Elements:

• Preschool Program • Supervisor • Lead • Last Name • First Name • Residential County • Date of Birth • MCI#

• Local ID

• PA Secure ID

• MA ID

• Race

• Ethnicity

• Gender

• Activity Status

• Activity Status Indicator

• Case Event

• Referral/Re-Entry Date

• Referral Source

• Referral Reason

Dimensions: • Time

• EI Preschool Region

• Activity Status

• Activity Status Indicator

• Age

• Gender

• Race

• Ethnicity

• Primary Disability

• Eligibility Reason

• Referral Source

DW

Trending

Business Questions: • Over a period of time, who are the children

present in a Lead’s caseload?

• Over a period of time, what are their demographic

details and their activity statuses?

• Preschool Primary Disability

• Preschool Secondary Disability

• Eligibility Reason • School District • Zip Code • Funding Source • Waiver Begin Date • Waiver End Date • School District

• Zip Code • MEASURES • Funding Source

All_Reports and Data Warehouse Training_08-19-2014.pdf Page 24

SC Productivity - Trend Analysis – I/T

The SC Productivity - Trend Analysis cube allows users to analyze the amount

of time SC’s have spent performing services for children.

Results Data Elements:

• Local Program • SC Entity

• SC Supervisor

• SC Credited To

• SC Created By

• Service Note ID

• Child Last Name

• Child First Name

• MCI

• Local ID

• MA Number

• MA Eligible?

• Contact Date • Service Note

Creation Date

• Service Note Delay

(In Days)

• Service Note

Category

• Service Type

• Time Spent (In

Minutes)

• Billable?

Dimensions:

• Service Date

• Region

• Category

• Service Type

• Child Activity Status

• Billable?

• Child MA Eligibility

• MEASURES

Business Questions: • What services has an SC performed and for how much time?

DW

Trending

All_Reports and Data Warehouse Training_08-19-2014.pdf Page 25

EI On-Time Plan Evaluation - Trend Analysis – I/T

The EI On-Time Evaluation & Plan - Trend Analysis cube allows users to determine

the count and details of children who have delayed plans and / or evaluations; this

cube allows for analysis of the changes in this population over time.

Dimensions: • Time

• EI Infant Toddler

• Consumer Category

• Document

• Delay

• Document Status

• Timeliness

• Timeliness Summary

• Activity Status

DW

Trending

Business Questions: • Over a period of time, how and why are the

documents incomplete for children in a county?

• Over a period of time, how many days are the

documents delayed by?

• Over a period of time, what county do the children

with delayed documents belong to and who is the

responsible SC?

Results Data Elements: • Infant/Toddler County/Joinder

• SC Entity

• SC Supervisor/Supervisor

• SC/Lead

• Last Name

• First Name

• Date of Birth

• Residential County

• MCI #

• PA Secure ID

• Local ID

• MA ID

• Document

• Evaluation Administered Date/Plan Effective Date

• Contact Referral Date

• Document Status

• Number of Days Late

• Home Phone

All_Reports and Data Warehouse Training_08-19-2014.pdf Page 25

EI On-Time Plan Evaluation - Trend Analysis – PS

The EI On-Time Evaluation & Plan - Trend Analysis cube allows users to determine

the count and details of children who have delayed plans and / or evaluations; this cube

allows for analysis of the changes in this population over time.

Dimensions: • Time

• EI Preschool

• Consumer Category

• Document

• Delay

• Document Status

• Timeliness

• Timeliness Summary

• Activity Status

• Preschool School District

• Preschool Zip Code

• Preschool Primary Disability

• Preschool Secondary Disability

• Measures

DW

Trending

Business Questions: • Over a period of time, how and why are the

documents incomplete for children in a

preschool program?

• Over a period of time, how many days are the

documents delayed by?

• Over a period of time, what preschool program do

the children with delayed documents belong to and

who is the responsible preschool lead?

Results Data Elements: • Nam Type Prog PS

• SC Supervisor/Supervisor

• SC

• Last Name

• First Name

• Date of Birth

• Residential County

• MCI #

• PA Secure ID

• Local ID

• MA ID

• Document

• Evaluation Administered

Date/Plan Effective Date

• Contact Referral Date

• Document Status

• Number of Days Late

• Preschool Primary Disability

• Preschool Secondary Disability

• Preschool School District

• Address

• Preschool Zip Code

• Home Phone

• PTE Date

• Date ER Sent to Parent Guardian

All_Reports and Data Warehouse Training_08-19-2014.pdf Page 26

EI Program Setting – Trend Analysis

The EI Program Setting – Trend Analysis cube allows users to monitor the number of

children that receive early intervention services in regular early childhood settings and

special education settings; this cube allows for analysis of the changes in this population

over time.

Business Questions: • Over a period of time, in what settings did children receive early intervention services?

Location: 1. Data Warehouse

2. Public Folders tab

3. HCSIS folder

4. OCDEL Reports

and Cubes folder

5. Consumer Demographics folder

6. EI Program Setting – Trend Analysis

Dimensions: • Time • Age

• Ethnicity • Race

• Service Program Setting • Gender

• Primary Program Setting • Service

• PS Primary Disability • Preschool School District

• PS Secondary Disability • Preschool Zip Code

• I/T Primary Exceptionality • PS Limited English Proficiency

Drill Through Data Elements:

DW

Trending

• PS Early Childhood Participation Program

• PS Primary Service Setting

• PS Location of Intervention

• Preschool No. of Hours in Regular EC Program

• Measures

• SC/Lead

• Infant/Toddler County/Joinder

• SC Entity/Preschool

• MCI #

• Last Name

• First Name

• Gender

• Race

• Ethnicity

• Preschool Primary Disability

• Preschool Secondary Disability

• Infant/Toddler Primary Exceptionality

• Preschool Limited English Proficiency

• Preschool School District

• Preschool Zip Code

• Service Name

• Total no. of Units

• Service Setting

• Service Detail

• Primary Program Setting

• Is Child currently attending a regular early care and education program?

• If yes, how many hours per week does the child spend?

• Preschool Primary Service Setting

• Preschool Early Intervention Location

All_Reports and Data Warehouse Training_08-19-2014.pdf Page 27

EI Service Delivery Delay by Child - Trend Analysis

The EI Service Delivery Delay by Child - Trend Analysis cube allows users to determine

the count and details of children who were impacted by delayed services within a Preschool

EI Program and identify service delivery issues; this cube allows for analysis of the changes

in this population over time.

Drill Through Data Elements: • Infant/Toddler County Joinder

• SC Entity/Preschool

• SC Supervisor/Supervisor

• SC/Lead

• Residential County

• Last Name

• First Name

• MCI #

• PA Secure ID

• MA ID

• Date of Birth

• Plan Effective Date

• Service Begin Date

• Actual Service Delivery Date

• Days Service Delayed by

• Reason for Delay

• Address

Dimensions: • Time

• EI Infant/Toddler

• EI Preschool

• Delay

• Preschool School District

• Timeliness

• Preschool Zip Code

• Reason for Delay

• Unduplicated Delay by

Fiscal Year

• MEASURES

Location: 1. Data Warehouse

2. Public Folders tab

3. HCSIS folder

4. OCDEL

Reports and

Cubes folder

5. Evaluation/Plans and Services folder

6. EI Service Delivery Delay by Child – Trend Analysis

Business Questions: • Over a period of time, how many children were affected by at least one delayed service and what were

the delivery issues?

DW

Trending

• Preschool School District

• Preschool Zip Code

All_Reports and Data Warehouse Training_08-19-2014.pdf Page 27

EI Service Delivery Delay by Service

The EI Service Delivery Delay by Service cube allows users to determine which services

were delivered on time as well as services that were consistently delivered late and if there

is any connection between service delay and Preschool EI Program or Lead; this cube

allows for analysis of the changes in this population over time.

Drill Through Data Elements: • Preschool Region

• SC Entity/Preschool

• SC Supervisor/Supervisor

• SC/Lead

• Service Name

• Provider Location Name

• Provider Location Address

• Average Days Delayed

Dimensions: • Time

• EI Infant/Toddler Region

• EI Preschool Region

• Delay

• Reason for Delay

• Service Name

• Timeliness

• MEASURES

Location: 1. Data Warehouse

2. DPW tab

3. HCSIS folder

4. Services and Supports

5. EI Service Delivery

Delay by Service

Business Questions: • Over a period of time, what percentage of services were delivered on time or delayed by Preschool EI

Program and provider and why?

DW

Trending

All_Reports and Data Warehouse Training_08-19-2014.pdf Page 28

EI Students with Primary Disabilities - Trend Analysis

The EI Students with Primary Disabilities - Trend Analysis cube allows users to monitor

detailed information around delays in eligibility determination for each Preschool Program.

Drill Through Data Elements: • AUN

• Supervisor

• Lead

• Last Name

• First Name

• MCI#

• PA Secure ID

• MA ID

• School District

• Zip Code

Dimensions: • Time

• AUN

• Eligibility Status

• Eligibility Timeframe

• Reason

• Measurements

Location: 1. Data Warehouse

2. DPW tab

3. HCSIS folder

4. Consumer Information

folder

5. EI Students with

Primary Disabilities -

Trend Analysis

Business Questions: • What children have the determination status of eligible or ineligible and who are their Leads?

• What children are determined eligible by Eligibility Timeframe and Reason?

DW

Trending

All_Reports and Data Warehouse Training_08-19-2014.pdf Page 29

der

Reasons for Exiting EI - Trend Analysis

The Reasons for Exiting EI - Trend Analysis cube allows users to estimate the number

and details of children opting out of the Preschool EI Program and the reasons for their dis-

enrollment. This report also assists in determining the number of children transitioning from

EI Infant/Toddler to EI Preschool as well as the children transitioning from EI Preschool to

School Age programs.; this cube allows for analysis of the changes in this population over

time for future planning and Federal reporting purposes.

Drill Through Data Elements: • Infant/ Toddler Region • MCI#

• Preschool Region • PA Secure ID

• Infant/ Toddler County/ Join • MA ID

• SC Entity/ Preschool • Date of Birth

• SC Supervisor/ Supervisor • Residential County

• SC/ Lead • Date of Exit

• Local ID • Reason For Exiting

• OSEP Ethnicity • Status at Exit

• Referral Source • Referral Date

• Last Name • Referral Reason

• First Name • Address

• Age • Home Phone

• Gender • Preschool School District

• Race • Preschool Limited English Proficiency

• Ethnicity • Preschool Zip Code

Dimensions: • Time

• EI Preschool

• Ethnicity

• Gender

• OSEP Ethnicity

• Race

• Reason for Exiting EI

• Preschool School District

• Preschool Limited English

Proficiency

• Preschool Zip Code

Location: 1. Data Warehouse

2. DPW tab

3. HCSIS folder

4. Consumer Information

folder

5. Reasons for Exiting EI -

Trend Analysis

Business Questions: • Over a period of time, when, why and how many children exited the EI program?

• Over a period of time, what were the demographic details of these children?

DW

Trending

All_Reports and Data Warehouse Training_08-19-2014.pdf Page 30

Service Spending - Trend Analysis – I/T

The Service Spending - Trend Analysis cube allows users to analyze actual and

projected plan service spending at the local program, funding stream, service, and

provider levels.

Results Data Elements:

• Local Program • SC Entity

• Provider MPI

• Provider Site Name

• Service Name

• Service Begin Date

• Service End Date

• Plan Status

• Procedure Code

• Child Zip Code

• Child Last Name

• Child First Name

• MCI • Local ID

• Primary Exceptionality

• Funding Stream

• Authorized Units (YTD)

• Encumbered Funds (YTD)

• Utilized Units (YTD)

• Utilized Funds (YTD)

• Projected Units (YTD)

• Projected Spending (YTD)

Dimensions:

• Time

• Funding Stream

• Region

• Service Name

• Provider Index

• Place of Service

• Child Primary

Exceptionality

• Zip Code

• MEASURES

Business Questions: • What is the projected service spending for a given funding stream?

• How many units of a service have been utilized?

DW

Trending

All_Reports and Data Warehouse Training_08-19-2014.pdf Page 31

TCM Claim - Trend Analysis – I/T

The TCM Claim - Trend Analysis cube allows users to track the amount of money billed

and paid on TCM claims, as well as the number of units included on the claims.

Results Data Elements:

• Local Program • SC Entity

• SC Supervisor

• SC

• Child Last Name

• Child First Name

• MCI

• Local ID

• MA Eligible?

• MA Number

• Date of Service

• Service Note Category

• Service Note ID • Service Type

• Credited To

• ICN Number

• Total Units Count

• Claim Billed Date

• Claim Billed

Amount

• Claim Paid

Amount

Dimensions:

• Service Date

• Region

• Category

• Service Type

• Child Activity Status

• Child MA Eligibility

• MEASURES

Business Questions: • How much of claims billed for a service type has been paid?

DW

Trending

All_Reports and Data Warehouse Training_08-19-2014.pdf Page 32

Funding Source Trend Analysis - PS

The Funding Source Trend Analysis cube allows users to determine the count and details

for all children who been enrolled in a funding source; this cube allows for analysis of the

changes in this population over time.

Business Questions: • Over a period of time, how many children were enrolled in a Funding Source and what are their details?

Location: 1. Data Warehouse

2. DPW tab

3. HCSIS folder

4. Consumer Information

folder

5. Funding Source Trend

Report

Dimensions: • Time

• Funding Source

• EI Preschool

• School District

• Preschool Primary

Diagnosis

• Child Activity Status

• Child Activity Status Detail

• Age

• Gender

• Race

• Ethnicity

• Education Environment

Drill Through Data Elements: • Local Preschool Program • DOB

• Lead • Zip

• Child Last Name • Gender

• Child First Name • Race

• MCI# • Ethnicity

• Primary Exceptionality

• School District

• Education Environment

• Child Activity Status

• Child Activity Status Detail

• Funding Source

• Date Begin Effective

• Date End Effective

DW

Trending

All_Reports and Data Warehouse Training_08-19-2014.pdf Page 33

Additional Resources

Cognos Connection New User Training Workbook

Reviews Cognos Connection

functionalities and skills

Located in the HCSIS folder on the Data

Warehouse

EI Reports Process Guide

Reviews the most common Enterprise

Data Warehouse functions

Located on the HCSIS LMS under the

PELICAN EI: All - Reports and Data

Warehouse Training Materials course