1. CSI TriSano (TM) Enterprise Edition 2.0 Webinar for Utah Kris LedbetterPhone Numbers: PHB 9: 801-521-3615 or 1-800-474-2077 Collaborative Software Initiative orPHB 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 IgG Antibody IgM Antibody Total Antibody More choices… Botulism, foodborne Culture PCR/amplification Toxin assay Unknown method 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

14. 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

34. 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