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 1-800-350-0093krl@csinitiative.com

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 nedss@utah.gov 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: nedss@utah.gov• 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:• krl@csinitiative.com

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 krl@csinitiative.com