CSI TriSano(TM) Enterprise Edition
2.0 Webinar for UtahKris Ledbetter Phone Numbers: PHB 9: 801-521-3615 or 1-800-474-2077Collaborative Software Initiative or PHB 14: 801-521-5399 or [email protected]
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 FeaturesBreak
• Entity Management – People and Places• New Administrator Capabilities
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
Test Types Constrained by Disease
Hepatitis A• IgG Antibody• IgM Antibody• Total Antibody• More choices…
Botulism, foodborne• Culture• PCR/amplification• Toxin assay• Unknown method• More choices…..
Lab Results Section Improved
• Demonstration
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 [email protected] if there are changes/additions needed to
the lab section drop down menus
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
Reviewing ELR Messages
Working with ELR Messages
Electronic Lab Reporting
• Demonstration
Attaching labs and documents
Attaching labs and documents
Attaching labs and documents
Attaching labs and documents
• Demonstration
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
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
Once an investigation is complete
• Demonstration
Web-Based Help
• Accessible from every CSI TriSano™ screen• Displays in separate tab or window• Options to:
• Search• Print• Expand• Collapse
Web-based Help Demonstration
• Demonstration
Documentation
• For questions or problems not addressed by online help:• Submit them to: [email protected]• Use for:
• Bugs• Issues• Wish list items
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:• [email protected]
Documentation
• Demonstration
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
Address Lookup and Mapping
Mapping Patient and Contacts
Mapping Events from a Search
Geocoding
• Demonstration
CSI TriSano User Group
• Look for an email • Looking for ideas for:
• Topics• Frequency of conference calls
– Quarterly?
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
Productivity Features
• Demonstration
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
Managing People
Managing People
Managing Places
Managing Places
Entity Management
• Demonstration
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
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
CSI TriSano(TM) Enterprise Edition
2.0 Webinar for UtahKris Ledbetter room numberCollaborative Software Initiative [email protected]