Once you are in HERON, you can create a search and obtain a data set. Follow these steps.  

Create a Search 

• Search by dragging and dropping concepts (e.g., search terms) into groups 
• Search options include limiting by dates, searching within the same financial encounter, defining multiple occurrences, excluding items, and more. 

• Watch a video demonstrating a simple search. 
• Watch a video discussing the search options within the tool. 

Obtain a Data Set 

Each tool requires a patient set, also called a patient list. For a step-by-step guide to creating a patient set, naming your search and saving it to your workplace, consult the HERON Manual (PDF).  

Request Data 

Faculty members can request identified or de-identified data. See instructions for requesting a data set in the HERON manual (PDF) or watch the training video for requesting data.

Receive Data 

After a data request has been approved by the Data Request Oversight Committee (DROC), a HERON team member will provide you with the data. You will receive a REDCap project and the raw data. The raw data will be attached in the file repository of the REDCap project or sent via KU Medical Center’s secure files tool. 

See our Receiving Data section in the HERON manual (PDF) for additional information about understanding your raw data, uploading to SQLITE and more.