CSI TriSano (TM) Enterprise Edition 2.0 Webinar for Utah

1. CSI TriSano(TM) Enterprise Edition 2.0 Webinar for Utah Kris Ledbetter Phone Numbers: PHB 9: 801-521-3615 or 1-800-474-2077 Collaborative Software Initiative or PHB 14: 801-521-5399 or 1-800-350-0093 krl@csinitiative.com

2. Agenda • Lab Section • Improvements to Lab section of Laboratory tab • Fields • Drop down selection lists • Revised Lab SOP spreadsheet • Electronic Lab Reporting • How to attach labs and documents • Web-based Help • Documentation • Address lookup, geocoding, mapping • Break • Productivity Features • Break • Entity Management – People and Places • New Administrator Capabilities

3. Lab Results Section Improved • An investigator can work with lab results in a more constrained manner • No more autocompletes, drop-downs instead • New/changed fields: Test type, Organism, Test result, Result value, Units, Test status, Comment • Available test types and organisms are constrained by the current disease

4. Test Types Constrained by Disease Hepatitis A Botulism, foodborne Culture PCR/amplification Toxin assay Unknown method More choices….. • IgG Antibody • IgM Antibody • Total Antibody • More choices…

5. Lab Results Section Improved • Demonstration

6. Revised SOP • Revised Lab SOP • To view the revised lab SOP, go to: • https://health.utah.gov/nedss/ • Then, under "UT-NEDSS User's Resources," click on "Disease-Specific Laboratory Table“ • Email nedss@utah.gov if there are changes/additions needed to the lab section drop down menus

7. Electronic Lab Reporting • View lab results • In a staging area by status • (Pending, Assigned, Discarded, or Unprocessable) • Match lab results • To existing Morbidity Event or Contact Event • Update a Morbidity Event or a Contact Event • With lab results • Create a new event with lab results • Set • Test Type, Test Result or Result value, Units if any, Test status, Reference range, Specimen source, and various dates on lab report from lab results • Process multiple results per lab • Discard lab results

8. Reviewing ELR Messages

9. Working with ELR Messages

10. Electronic Lab Reporting • Demonstration

11. Attaching labs and documents

12. Attaching labs and documents

13. Attaching labs and documents

14. Attaching labs and documents • Demonstration

15. Attaching labs and documents • Remember to scan and attach labs • State needs complete lab information to assign a case • For help: • Call Veronica Ramos at 801-538-6191 • or, fax labs to UDOH and they can attach them

16. Once an investigation is complete • Important to update information • Close the case • Route to the state for approval and assignment of case status. • Also, check queues for cases that have been re-opened and routed back to the LHD

17. Once an investigation is complete • Demonstration

18. Web-Based Help • Accessible from every CSI TriSano™ screen • Displays in separate tab or window • Options to: • Search • Print • Expand • Collapse

19. Web-based Help Demonstration • Demonstration

20. Documentation • For questions or problems not addressed by online help: • Submit them to: nedss@utah.gov • Use for: • Bugs • Issues • Wish list items

21. Documentation • Accessed in Subscription area of wiki • https://wiki.csinitiative.com/display/triee/Documentation • Frequently Asked Questions • Installation information • Guides • User Guide (PDF format) • Administrator Guide (PDF format) • Form Builder Guide • AVR Quick Start Guide • Planning & Implementation Guide • If you don’t have access, send me an email and I’ll set you up: • krl@csinitiative.com

22. Documentation • Demonstration

23. Address Lookup, Geocoding and Mapping • Implemented with Google Maps Premier • Address Lookup/Verification • Update coordinates for address • Update address based on address lookup • Geocoding • Update coordinates for address • Export mapping coordinates to CSV • Geocode information included in the data warehouse • Mapping using Google Maps Premier • Map patient address • Map patient and patient’s contacts addresses • Map a place exposure • Map search result addresses

24. Address Lookup and Mapping

25. Mapping Patient and Contacts

26. Mapping Events from a Search

27. Geocoding • Demonstration

28. CSI TriSano User Group • Look for an email • Looking for ideas for: • Topics • Frequency of conference calls • Quarterly?

29. Productivity Features • Adding a Task • Accessing the User Dashboard • Viewing Tasks on a calendar • Settings • Edit Keyboard Shortcuts • New CMR • Search • Move from tab to tab • etc • Searching on New CMR screen – Use starts with search • Selecting from a drop down list • Opening in another window or tab

30. Productivity Features • Demonstration

31. Entity Management (Merge, Purge and Deduplication) • Managing People • Find a person • Edit a person’s demographic information • Create a new person • Merge one or more duplicate people into a selected person • All events now associated with the selected person • Merged people are deleted • Addresses remain unchanged • Managing Places • Find a place • Edit a place’s address • Merge one or more duplicate places into a selected place • All events now associated with the selected place • Merged places are deleted • Addresses are changed

32. Managing People

33. Managing People

34. Managing Places

35. Managing Places

36. Entity Management • Demonstration

37. Other Enhancements • Jurisdiction Management • Show, Create, Edit jurisdictions • Map counties to jurisdictions • Event Search • Basic search criteria shown, others hidden but still available • Administration • Disable a user • Configurable Roles • Create and Edit Roles • Assign privileges to roles • Addition of new privileges for AVR, ELR, Entity Management, and Merge, READ ONLY privilege

38. Other Enhancements • Printing • Layout update • Multiple options – • Print All or select check boxes for Demographic, Clinical, Laboratory, Contacts, Encounters, Epidemiological, Reporting, Investigation, Clinical Notes, Administrative Notes, Administrative • General • Appropriate dates are validated to ensure they are greater than patient birth date • Contact routing refined - contacts no longer are displayed in the EVENTS listing by default. If a contact is routed via the routing control, then the contact shows up in the EVENTS listing • Numerous minor changes to TriSano Core

39. CSI TriSano(TM) Enterprise Edition 2.0 Webinar for Utah Kris Ledbetter room number Collaborative Software Initiative krl@csinitiative.com