

The new table should have companion records for each record in the original table, but the new table contains different attribute columns. In this scenario, you can create a Dimension table extension or a Fact table extension to go along with the original. If your reporting requires additional fields using the same grain as existing table, then a companion table is a good choice. Create an extended tableĬreating a companion table is the most common form of extension. Epic’s documentation has details on how to set this up or your organization’s Bluetree Analytics Specialist will be happy to help. This will make it difficult to identify which load added the records but will make linking to the table much simpler. When possible, match your identification scheme with the original loads to the table. Is it one row per dispense, per attempted dispense, or per ordered dispense?īe careful that your new code doesn’t pull in records that have been loaded by other ETLs or create a plan for merging two data sources. Make sure you have the same granularity in your new code. Your DispenseMedFactExt was originally for internal dispenses, but now you want to include external pharmacy dispenses. Sometimes a table needs to be repurposed and new records need to be added.

Creating a new load for an existing table You will need to work with Epic support if you intend to modify the core Caboodle tables without limiting your ability to implement future Caboodle updates. The most straightforward method of adding additional data to Caboodle is to add new columns to existing tables. Many of these ideas are applicable to any enterprise data warehouse, so even if you aren’t using Caboodle, read on! Adding columns to an existing table Next, I’ll discuss common scenarios for extending Caboodle and best practice recommendations. Do you have non-Epic billing software? Export it into Caboodle and report on it there! Is there a data sharing agreement with another organization? Use Caboodle to merge the two data streams into a single combined data repository. Any requests for non-Caboodle data are sent to the Clarity reporting team or requested as additional tables in Caboodle if they are expected to be requested frequently.Ĭaboodle can also accept external data sources.

One organization I’ve worked with has an entire research-focused department working out of Caboodle instead of Clarity. If your organization has decided, through a data governance process, that surgical cases start at ‘wheels across the threshold’ or at ‘anesthesia start,’ that definition can be integrated in a custom ‘SurgeryStart’ column to ensure the policy is represented in reporting. Also, healthcare organizations can extend Caboodle to add tables or columns. There’s less confusion over which datetime field to use because there are fewer fields overall. Caboodle and extensionsĬompared to Clarity, Caboodle is simpler. This breadth of data creates endless possibilities for analysis, but its data models lack prioritization based on relative importance or frequency of use.Ĭaboodle has a curated data model, designed to surface data elements most commonly needed for reporting. Reports such as patient counts, procedure volumes, and medication totals usually require less time for analysis and use fewer tables than an identical report built in Clarity. Every field, button click, datetime, edit… it’s available for storing and reporting. For many who work in Epic-focused analytics, Caboodle has become a go-to source for analyzing large volumes of data.Ĭaboodle was designed by Epic to work well with data visualization tools such as Tableau or Power BI. As such, it’s a dimensionally modeled version of Clarity that can be used to speed up report design and produce reusable development for similar requests.Ĭlarity contains the data recorded in your EMR, extracted and transformed from a hierarchical representation to a relational data model.
