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Santiago Catherine Capstone Paper-Bb3-Approved2022
Santiago Catherine Capstone Paper-Bb3-Approved2022
Catherine Safiiago
The University of San Diego, Hahn School ofNursing and Health Scierce and
the Betfy and Bob Beyster lnstitute forNursing Research, Advanced Practice, and Simulation
December 15,2022
Approved by:
A
Barbara Berkovich, PhD, MA
Capstone Advisor
tafir/zs LL
Date
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Abstract
provide disease site and treatment completion information on referrals from an external healthcare
provider. This paper presents a process improvement that created efficiencies and better visuals, making
the data interactive and easy to use. With visualizations, trends are easier to spot, so decisions can be
made quickly, capturing any opportunity that may present itself. To complete this project, the purchase
of Tableau was required, and a connection to the existing SQL database to create and present the
requested information. Tableau gives the user multiple ways to present data or share new data not
previously available under the previous process. The cost savings in time over the previous method
makes the purchased software an investment vs. a cost. As the project analyst working on this project, it
allows me more time to analyze other data that can be relevant to stakeholders. Using Tableau to create
Background
referrals from an external healthcare provider. The department project analyst was tasked
with retrieving data from a SQL database and compiling years' worth of data into
meaningful graphs. The stakeholders from the external healthcare group requested visual
representation as it would be graphically and visually significant to view the rich data. As
Ko and Chang (2017) noted, “Data visualization is an intuitive way for users to easily read
and understand data, especially in big data analyses. It helps to improve the quality of
policies or services by presenting an integrated view and evidence for making healthcare
decisions” (p. 349). The desired outcome is to present the data meaningfully, allowing for
fast decision-making.
Statement of Problem
The original workflow used data from the department database and delivered it in
Excel format, and when the database was initially created, not all ICD-9 codes were listed.
“ICD-9-CM is the official system of assigning codes to diagnoses and procedures associated
with hospital utilization in the United States. The ICD-9 was used to code and classify
mortality data from death certificates until 1999, when the use of ICD-10 for mortality
coding started” (CDC, 2019). There was no indication as to whether a patient had been
treated. The database had to be updated to include ICD-10 and new data indicators. Four
facilities located around the county provide services for this subset of patients. The yearly
average number of patients entered into the database is 2400. Each office is responsible for
entering its facility data. The data had to be manually cleaned to be able to produce any
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meaningful information. The task was time-consuming and inefficient. The graphs in
Excel were passable but needed better optimization. They were not interactive and required
Project Purpose
without downloading thousands of lines of data on an Excel sheet. With Tableau, it is now
possible to receive real-time data on one worksheet or dashboard, viewing 1-year, multiple
PICOT Question
treatment claims
Literature Review
Graphic representation of data can be traced back to 1854 when John Snow
of the 20th century, statisticians wanted exact numbers; they felt that visualizations were
With the emergence of artificial intelligence and machine learning, visualizations are back
The last three decades have seen the field of data visualization explode into
dozens and even hundreds of focus areas. Dashboards and data discovery
tools, scorecard applications, analytics suites, and various other software tools
enable businesses, researchers, and individuals to explore their data in new and
The graphic representation of data makes it easier to "see" and understand data. “We can easily
distinguish a circle from a rectangle. Data visualization represents the data using shapes,
patterns, or graphs, such as bar graphs, trend or line charts, and heat maps. It helps people to
interpret the data quickly and help them identify specific patterns and trends" (Usharani et al.,
2022). The following review includes discussions on graphic visualization and Tableau.
Ko and Chang (2019) give an example of how to connect a data source. Ko and Chang
explained the different features and have screenshots of the main interface and other graphics
created with data. "By following the procedure described in this paper, it is possible to create a
simple view to explore sample data using Tableau for beginners" (Ko and Chang, 2019, p. 353).
Hoelscher and Mortimer (2018) use a sample business to make a case for using visualizations
and also explain the process of using Tableau "to focus on familiarization with data visualization
software to convey data, results, and insights and apply higher-order thinking" (p. 49). The
authors have a business case with a tutorial to convert business data into meaningful graphic
information. They feel the accounting profession has been only taught accounting and not data
presentation or analytics.
The case was created to provide an introduction to data visualization software and
the basics of data analytics. They emphasize the need for instructional,
educational cases that address emerging technologies and their usage in the
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accounting profession. While few accounting educational case studies have been
developed to focus on data analytics, many focus more on the accounting task and
Hoelscher and Mortimer (2018) Demonstrated in their research that using visual information
increased the student's ability to use data analytics and report critical findings. (29.63%
exceeded expectations, 61.73% met expectations, and 8.64% did not meet expectations)
Usharani et al. (2022) made a case in their textbook chapter on healthcare visualization.
They stated that data collection in health industries, such as patient histories, present situation
data, and demographics, helps improve patient care when visualizations are used instead of
presenting providers with raw data. Providers and administrators do not have to spend time
trying to analyze what they are reading. They also claimed that data visualization reduces human
error in interpreting medical test results and can focus on abnormal results instead. The authors
also presented different forms of visuals and how to use them best. They discussed key
performance indicators and how establishing those help the healthcare industry best serve
patients, meet financial metrics and improve patient safety. "The advantages of visualization
help the healthcare industries in many ways to perform their work more simply and effectively"
Methods
To complete this project, the department acquired a license for Tableau, which was
(IT)Department’s permission and assistance. The Referral table was left joined with the Dx
Groups, Sites, and Source1 tables, as shown in Figure 1 Joined Tables. The Source1 table
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contains identifying information for the Sites and DX group tables. Unnecessary columns
were hidden to prevent information overload and to adhere to HIPPA regulations. The
HIPAA Privacy Rule established appropriate safeguards that healthcare providers and
others must achieve to protect the privacy of health information (Office for Civil Rights,
2002).
Once the data were filtered at the data source to the required elements, with IT’s
guidance, I created two calculated fields to produce a 3-column bar chart Shown in Figure
2. The bars display the number of consults, the number of treated patients, and the number
of patients who did not proceed with an intervention. The chart can display all diseases or
be filtered into one disease group. The second filter added to the worksheet sorts the data by
facility. The data are available in real-time as long as the SQL server is active.
Figure 1.
Joined Tables
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Figure 2.
implementing Tableau, the process of creating the required graphs took an estimated time of
twelve hours to complete the process. With the implementation of the new, improved
workflow, a notable time-saving was realized; the new process time is approximately 15
Results
Using the formula for ROI on time TVC1-TVC2=ROI, where T equals time, V equals
volume, and C equals staff cost, the results for the internal ROI after 3 years is a positive 26%
percentage difference in favor of this project. The cost savings was equal to $2647 after 3 years.
Table 1 Return on Investment illustrates the previous and current investment, cost savings, and
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percentages per year over the lifetime of the current contract. The project cost included a
Tableau developer license at $1200 with a $300-yearly maintenance fee and an hourly employee
rate. The subsequent year’s cost per instance includes the $300 yearly fee.
Table 1
Previous Current
Time (hrs) 12 0.25
Volume (report cycle) 2 2
Cost (staff $/hr) 38 38
Cost Yr 1 $912.00 $1,519.00
Time (hrs) 12 0.25
Volume (report cycle) 4 4
Cost (staff $/hr) 40 40
Cost Yr 2 $1,920.00 $340.00
Time (hrs) 12 0.25
Volume (report cycle) 4 4
Cost (staff $/hr) 42 42
Cost Yr 3 2016 342
Total Cost $4,848.00 $2,201.00
Savings $2,647.00 26%
Cost (Software Fees in $) 1500
Cost (Software Fees in $) 300
Cost (Software Fees in $) 300
Investment cost over 3 yrs $ 2,100.00
Discussion
The ultimate goal of this project was to improve communication, reduce the costs of
mandatory contract performance reporting, and create a process that presents a story of changes
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over time and any anomalies where things can be exceptionally different. The ability to add or
change time frames within the visualization is an important improvement. With the previous
process, the work was cumbersome and inefficient. Although this project makes updating and
distributing the visualization efficient, there are drawbacks. If data is entered erroneously, that
data flows through Tableau directly into the visualizations. Eventually, upgrades to the SQL
database will be required to ensure data quality, improve performance and add functionality to
References
Centers for Disease Control and Prevention. (2021, November). ICD - ICD-9-CM - International
Hoelscher, J., & Mortimer, A. (2018, September). Using Tableau to visualize data and drive
https://doi.org/10.1016/j.jaccedu.2018.05.002
InsightSoftware. (2019, September). A brief history of data visualization. Retrieved October 26,
intelligence/brief-history-data-visualization
Ko, I., & Chang, H. (2017, October 31). Interactive visualization of healthcare data using
Office for Civil Rights. (2002, December). 187-what does the HIPAA Privacy Rule do?
individuals/faq/187/what-does-the-hipaa-privacy-rule-do/
Usharani, S., Bala, P., Rajmohan, R., Pavithra, M., & Kumar, T. (2022). Data visualization for
for e-healthcare applications (1st ed., pp. 3–32). Taylor & Francis
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Appendix A
Workflow Comparison
Figure A1
Previous Workflow
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Figure A2
After Process Improvement
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Appendix B
Gantt Chart
Figure B1
Gantt Task List
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Figure B2
Gantt Chart
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Appendix C
Program Compentencies
data to the stakeholders in a way that made meaningful use of the data.
The competency was met by managing this project in a timely process, with a spirit of
The competency was completed by showing fluency in using Tableau and a SQL
Data and Knowledge Management was the most important competency completed in this
capstone project, as data had to be managed properly to achieve the intended outcomes of the
project.
The quality and regulatory outcomes were achieved by keeping protected information
The competency was demonstrated through the presentation of data that affects the
patients of the stakeholders in the county of San Diego. The data presented revealed the trend in