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For many who work in Epic-focused analytics, Caboodle has become a go-to source for analyzing large volumes of data. Caboodle was designed by Epic to work well with data visualization tools such as Tableau or Power BI. Clarity contains the data recorded in your EMR, extracted and transformed from a hierarchical representation to a relational data model.
This breadth of data creates endless possibilities for analysis, but its data models lack prioritization based on relative importance or frequency of use. Caboodle 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.
Compared to Clarity, Caboodle is simpler. Also, healthcare organizations can extend Caboodle to add tables or columns. 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. Caboodle can also accept external data sources. 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. The most straightforward method of adding additional data to Caboodle is to add new columns to existing tables. 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.
Sometimes a table needs to be repurposed and new records need to be added. Your DispenseMedFactExt was originally for internal dispenses, but now you want to include external pharmacy dispenses. Make sure you have the same granularity in your new code. Is it one row per dispense, per attempted dispense, or per ordered dispense?
When possible, match your identification scheme with the original loads to the table. This will make it difficult to identify which load added the records but will make linking to the table much simpler.
Creating a companion table is the most common form of extension. If your reporting requires additional fields using the same grain as existing table, then a companion table is a good choice.
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