Demonstration · Illustrative data · BI Consulting Services
ACI
Arthritis & Clinical Immunology · Research Operations

Oklahoma Medical Research Foundation × BI Consulting Services

Prepared for Wade · October 2026
De-identified / illustrative — no PHI

The cohort pathway: from referral to analysis-ready dataset, in one board

A research-operations and clinical-cohort view for an autoimmune-disease program — fed by Epic exports, REDCap and SQL, refreshed inside OMRF's network. Context from omrf.org: 6,000 patient visits last year across OMRF's MS and rheumatology centers, 50+ active clinical trials, and 1 of 7 NIH Autoimmunity Centers of Excellence.1 Every figure below is illustrative and recalculates with the filters.

Epic export → SQLREDCap API → SQLExcel trackers → SQLDe-identified · no PHIRuns inside OMRF's network
Cohort
Period
Funding

Visits and enrolment, 24 months

Oct 2024 – Sep 2026 · selected period shaded
2
Visits completedVisits plannedNew participants consented

What this board answers

Three questions the ACI data team asks every Monday
3

The cohort pathway — new participants in the selected period

Referral → consent → Epic visit → REDCap form → biospecimen → analysis dataset. Thin branches are where participants leak out.
4

By study

Illustrative study names — not attributed to any investigator
5

Ask the data

Natural-language layer over the same model
6
Private model on an OMRF server · PHI never leaves
Which lupus cohort visits are missing REDCap forms this quarter?

Sources & lineage

Nightly refresh, all on-premises · illustrative
7

Sources

Epic scheduled export (visits, encounters)
REDCap API (eCRFs, consent, biospecimen log)
Excel trackers (effort, freezer inventory)
→

Staging & model

MS-SQL staging + de-identification step
Star schema: Participant · Visit · Form · Specimen · Effort
Row-level security by study
→

Delivery

Power BI report (this board)
Ask the data — private model, same semantic layer
Runs inside OMRF's network; PHI never leaves
1 Published context from omrf.org: "6,000 patient visits last year" across OMRF's multiple sclerosis and rheumatology centers; "50+ active clinical trials"; 1 of 7 NIH Autoimmunity Centers of Excellence; ~60 labs; 15+ years as a Native American Research Center of Health. The research-visit, enrolment, form, specimen and effort figures on this page are illustrative demonstration data generated for this board — de-identified, internally consistent, and not OMRF's actual results. Study names are generic and not attributed to any investigator.
Demonstration · Illustrative data · BI Consulting Services
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Private AI on your own server

The "ask the data" ideas on this board are designed to run on a GPU server inside your own network — an open-weight model over your own documents, cited answers, no per-seat licence, nothing leaving the building. The short deck below explains how it works. Scroll through, or download it as a PDF.

Private AI Servers — slide 1 of 14
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