Frequently asked questions (FAQs)

• Customers who attended Wave 2022 will be part of the first batch of agencies getting ESO Insights at the general-availability (GA) release.

• Customers with ESOEHR and state repositories will get ESO Insights when they migrate.

• New customers can receive ESO Insights.

Not at all. We have no plans to sunset ESO Ad Hoc prior to Jun 2023.

The data load from production to the ESO Insights data warehouse is not to-the-second real-time, but is typically loaded from production databases within an hour.

You can generate a "snapshot in time" of the data currently displayed on a dashboard or in a widget as a report in a file. You can then print the file and take hard copies of it with you for in-person sharing, or send the file electronically to individuals who can then print the file on their local printer.

Information on printing from the Insights module is available in Print a dashboard report or widget data

Yes.

Yes. Although it does not happen automatically, any ESO Suite user, including deactivated users, can have their ESO Insights license deactivated and assigned to another user that needs it. In other words, ESO Insights user license assignments are not permanent.

Information on assigning user licenses is available in Assign user roles in the ESO Insights module.

Yes. All dashboard emails created by ESO Insights are handled by Zix to ensure secure and HIPAA Health Insurance Portability and Accountability Act-compliant email delivery.

Information on emailing dashboards is available in Email dashboard information.

This is a work in progress. We plan on having a data dictionary available to ESO Insights users as soon as possible.

You are only limited by the quantity of ESO Insights licenses owned by your agency. Each agency will have a set quantity of ESO Insights designer and viewer licenses provisioned, based on historical call volume. If your agency needs more licenses than what was provisioned, you can make a one-time purchase of additional licenses through the ESO Customer Success team.

Information on assigning user licenses is available in Assign user roles in the ESO Insights module.

In a future release, ESO Suite customers will be able to embed an ESO Insights dashboard into the bottom of the ESO Suite dashboard page. Keep in mind that at the general-availability (GA) launch on June 15, 2022, this will not be a feature.

Double-check two things:

1. Make sure that your agency has the ESO Insights module enabled for your agency. If no one in your agency can see the ESO Insights button, then this may be the culprit. Only ESO can enable modules, so contact Customer Support for further assistance.

2. If you know your agency has ESO Insights, but there are individual users who cannot see the ESO Insights button, make sure they have the appropriate ESO Insights role(s) assigned to them through the ESO PM module.

If a member of your agency attended Wave 2022, and your agency has ESO EHR, then your agency will be part of the first group of ESO customers having ESO Insights enabled at release. Otherwise, ESO will be releasing ESO Insights in batches on a weekly basis, with the goal of having ESO Insights enabled across all EHR customers by the end of July 2022. If you have a special need to have ESO Insights enabled at a certain time, then please coordinate with your Customer Success Manager.

As each application data domain is developed for ESO Insights, ESO will notify customers of the availability of these other data types in ESO Insights. ESO Fire Incidents is slated to be released for ESO Insights in the fall of 2022.

After you have created a dashboard, be sure to publish the dashboard. Until you publish the dashboard, it will only be visible to you.

Information on creating a dashboard is available in Add a new, blank dashboard. Information on publishing a dashboard is available in Share a dashboard with others.

After you have successfully made changes to a dashboard, be sure to republish the dashboard. Until you republish the dashboard, your changes are only visible to you.

Information on republishing the dashboard is available in Republish dashboard information.

This is by design. Table widgets are simply a collection of columns, which will display all rows that match the applied filters (at the formula, widget, or dashboard level). If you want to create a table that includes formulas, then you should use a pivot table widget instead.

Information on configuring pivot tables is available in Configure a pivot table. Information on configuring tables is available in Configure a table.

Good question. Normally, email is not a secure medium for transmitting HIPAA-sensitive data. However, ESO Insights delivers all e-mails using Zix. This system ensures that all PHI Protected Health Information/PII Personally Identifiable Information/HIPAA Health Insurance Portability and Accountability Act-sensitive data is transmitted in a manner that is encrypted and secure.

The underlying data in that widget is actually a quantity of seconds. As a result, when the widget data is exported to CSV or XLSX, ESO Insights exports it as a quantity of seconds instead of formatted as you saw it on-screen. While this may seem confusing, keeping these values in a quantity of seconds gives you greater flexibility with that data outside of ESO Insights. If you want to convert that number value back to hh:mm:ss, the article Convert Seconds to Time in Excel has a useful tutorial.

When working with ESO EHR data, as a general practice, ESO employees use the Incident Times table when creating widgets that need a time series. This table contains multiple options to pick from that will suit your needs. Many customers use the Dispatched column in this table for general time series reports.

The No Result message is displayed at the widget level if the current data and filter selections are not returning any records from the select data model.

Example: If your widget is displaying a count of incidents, you’ve filtered to a specific incident disposition and time frame, and if there are no Incidents that meet those criteria, then the widget will say No Result.

When you see N/A for a data value, it’s the same thing as what NULL or NaN means in other data systems. In short, there was no data recorded for that particular column and row.

Note: While N/A, NULL, or NaN generally represent the same thing, they are different than a value of zero.

Yes, you can! Although the initial dashboard-creation process allows you to select a single data source, when you’re creating or editing additional widgets, there is a menu item to select a different data source.

Information on changing data sources for a widget (creating multiple sources in a single dashboard) is available in Change a widget's data source. Information on changing data sources for a dashboard is available in Change a dashboard's data source.

Email subscriptions in ESO Insights are tied directly to ESO Suite account email addresses.

This means a couple of things:

• Only ESO Suite users in your agency can be subscribed to dashboard emails.

• You cannot manually specify another email address for email delivery within ESO Insights.

Information on email subscriptions is available in Email dashboard information.

See this wikipedia article, Logarithmic scales), for good information on this subject.

Add the Locked column from the Incident Response table as a dashboard filter, and set it to True. When an EHR record is still in draft status (the provider has not yet completed and fully validated the PCR patient care report), then that PCR says False in the Locked column.

Note: On the other hand, many agencies have dashboards where they specifically look at only Locked=False records, as a way of finding ePCR electronic patient care record that are incomplete and need to be submitted.

Information on setting up a dashboard filter is available in Work with dashboard filters.

There are a few rules about who can make changes to dashboards, who can see those changes, and when they can see them. These rules are based on the roles and licenses assigned to users in the ESO Insights module.

• Only ESO Insights users with a designer license can create dashboards in the ESO Insights module. When a designer creates a dashboard, they are automatically the owner of that dashboard.

  Information on creating or opening a dashboard is available in Add a new, blank dashboard.

• Owners of dashboards can transfer ownership to other ESO Insights users who have a designer license.

  Information on transferring dashboard ownership is available in Transfer dashboard ownership.

• Only the owner of a dashboard can share that dashboard with other ESO Insights users.

  Information on sharing a dashboard is available in Share a dashboard with others.

• If an owner modifies a dashboard that has already been shared, other users will not see those modifications until the owner has republished the dashboard. If a dashboard has been modified but not yet republished, a blue flag appears on the share icon.

  

  Information on republishing the dashboard is available in Republish dashboard information.

• If an ESO Insights user with a designer license modifies any dashboard they do not own, those modifications are not visible to any other users. In addition, the same designer (who is not the owner of a dashboard) cannot publish or share those changes to other users.

Information on assigning user licenses is available in Assign user roles in the ESO Insights module.

Certain characters, like the forward slash (/) are reserved for use by the database back-end of ESO Insights. If you use these characters in a formula for a widget, a SQL error occurs and the widget does not function correctly. Do not use these characters in your widget formulas.

At the GA release, the ESO Insights data repository only contains data loaded to the beginning of the 2018 calendar year. There are future plans to load older data.