1. NC EDSS Basics Lauren DiBiase, MS & Amy Sloane, BA North Carolina Center for Public Health Preparedness

2. NC Center for Public Health Preparedness/UNC-CH/December 2009 Webinar Agenda Searching for an event vs. searching for a person Proper use of the Investigation Trail Review of tabs on Dashboard Manual lab entry guidance Entering data into the Rapid Entry Wizard NC EDSS Resources/Training Schedule Wrap-up/ Your Questions 2

3. Searching for an event Before creating a new event in NC EDSS, you should always conduct an event search to make sure the event does not already exist Click on Search Event icon on Dashboard toolbar Users are only able to view events for groups that they belong to (e.g., CD, TB) and that are within their jurisdiction (e.g., Duplin county) NC Center for Public Health Preparedness/UNC-CH/December 2009 3

4. Searching for an event You can search by any of the criteria on the Search Case screen; however, you may want to start out by searching on just a few criteria (e.g. name and disease) to cast a wide net NC EDSS only displays EXACT matches in the Search Results Search with wildcards (*) If you do not find the event you are looking for, proceed with creating a new event. NC Center for Public Health Preparedness/UNC-CH/December 2009 4

5. Searching Event Examples Christopher Wallace (E. coli) Natalie Merrick Nguyen (Gonorrhea) NC Center for Public Health Preparedness/UNC-CH/December 2009 5

6. Searching for a person First perform an event search! If you do not find any matching results proceed with creating a new event Click on Create Event icon on Dashboard toolbar NC Center for Public Health Preparedness/UNC-CH/December 2009 6

7. Searching for a person On the Create Event screen: 1.Select a Disease 2.Select/Search Person Make sure your patient does not already exist in NC EDSS It is possible that your patient is in NC EDSS as a resident of another county Person search will search entire system – not just in your county Users are NOT able to see WHY person is in system (no disease association) Example – Maria Powell (Chlamydia) NC Center for Public Health Preparedness/UNC-CH/December 2009 7

8. Searching for a person If you do not find the person, click Cancel to return to the Create Event screen. On the Create Event screen, continued: 3.Enter demographic info (be as complete as possible) Be sure to enter the patient’s county of residence (if no county is selected, no other users in your county will be able to find this event if they searched for it) 4.Click “Add” – system searches for duplicates 5.Click “Save” - opens new event on Dashboard Example – Judy Jackson (Measles) NC Center for Public Health Preparedness/UNC-CH/December 2009 8

9. Proper use of the Investigation Trail When an event is first created, in order to acknowledge that your LHD group is working on the event, you must complete the following fields in the Investigation Trail: Date Assigned-Reassigned Group Classification status When you re-assign an event to another county-level group in the Inv. Trail, you also must change the NC County of Residence for the Event field NC Center for Public Health Preparedness/UNC-CH/December 2009 9

10. What’s wrong with these screen shots? The next few slides contain screen shots of the Investigation Trail in an event. Something was done incorrectly in each example. We will poll the audience to see if you can identify the error NC Center for Public Health Preparedness/UNC-CH/December 2009 10

11. NC Center for Public Health Preparedness/UNC-CH/December 2009 11 Example 1

12. NC Center for Public Health Preparedness/UNC-CH/December 2009 12 Example 2

13. NC Center for Public Health Preparedness/UNC-CH/December 2009 13 Example 3

14. NC Center for Public Health Preparedness/UNC-CH/December 2009 14 Example 4

15. NC Center for Public Health Preparedness/UNC-CH/December 2009 15 Example 5

16. Review of Tabs on Dashboard Event Data: where you will find the Question Packages & Wizards Lab Results: where electronic lab data is stored and where you need to go to manually key in lab results Concerns: Focus on concerns in red on the Dashboard; do not submit an event to DPH that has concerns unless you explain why the data can’t be obtained/fixed NC Center for Public Health Preparedness/UNC-CH/December 2009 16

17. Review of Tabs on Dashboard Persons: where you need to update most demographic information (these fields are locked in the Demographic Question Package); all information contained in the Persons tab is a part of the person’s record and will be the same in any other event that person has in NC EDSS Tasks: where you can create tasks specific to the event open on the Dashboard Event History: provides a record of what has been done in the event, including who did each action and when it was done; if an ELR fed into the event, the user name appears as ‘Feed’ NC Center for Public Health Preparedness/UNC-CH/December 2009 17

18. Required Fields on Lab Results Screen Specimen Info Specimen DateSpecimen NumberSpecimen Source Tests TestResultResult Local Description (if you select a non-specific test) Lab Facility Ordering Facility (If different than the lab which performed the test) Lab Facility Ordering Provider Name Address (except if your LHD is the ordering provider) Phone

19. Result Local Description field The organism identified should be listed in the “Result Local Description” field any time the test or test result entered by the user does not specifically identify the organism. For example, if a generic test such as “culture” is selected, the user must enter the organism identified. The rationale for this guidance is to ensure that the test and result entered apply to the disease being reported. NC Center for Public Health Preparedness/UNC-CH/December 2009

20. Other Guidance on Manual Lab Entry For serologies, please include the “Ref Range” field If the lab facility is not found on pick list, please select ‘other’ – then enter the name in the ‘lab facility (other)’ field If the ordering lab facility is not found on pick list, please select ‘other’ – then enter the name in the ‘ordering lab facility (other)’ field Susceptibilites are only required for TB, but we encourage you to enter them for GCD, if available NC Center for Public Health Preparedness/UNC-CH/December 2009 20

21. Entering data into the Rapid Entry Wizard The Rapid Entry Wizard contains fields from both the Part I (Report/Morbidity Card) and Part II (Surveillance) forms Use the blue bar headings to help you find fields from each of the forms Wizards are time savers Prevents you from having to open the Question Packages individually NC Center for Public Health Preparedness/UNC-CH/December 2009 21

22. Part 1 Form Required to complete for all diseases Only form needed for bacterial STDs You must enter all information on Part 1 form into NC EDSS Wizard to use = CD Rapid Entry Wizard (formerly known as Communicable Disease Report Wizard) NC Center for Public Health Preparedness/UNC-CH/August 2009

24. Part 2 Form Used for the collection of data during investigation of a CD or VPD. Contains questions specific to each reportable disease For majority of diseases, collected data on Part 2, can be entered into the CD Rapid Entry Wizard This is the same wizard you will use to enter Part 1 NC Center for Public Health Preparedness/UNC-CH/August 2009

25. Part 2 Form On the paper form, sections that are found in the Wizard are denoted with the computer icon Information contained in these ‘wizard’ sections must be entered into NC EDSS! (You should still collect all info on form) State SME may require additional information to be entered into NC EDSS, if needed. NC Center for Public Health Preparedness/UNC-CH/August 2009

27. Part 2 Form Some low incidence diseases (e.g. anthrax) do not have a wizard (but, they still have a Part 2 surveillance form that must be completed!) For these diseases, all information collected during case investigation should be entered into NC EDSS via individual Question Packages NC Center for Public Health Preparedness/UNC-CH/August 2009

28. Diseases with no Part 2 Wizard Vaccinia SARS Malaria Smallpox Rabies, Human Leprosy Hepatitis B, acute Psitticosis Vibrio, vulnificus Vibrio, other Cryptosporidiosis Legionellosis Anthrax Brucellosis Creutzfeldt-Jakob Disease Hantavirus Monkeypox Plague Q Fever Tularemia Leptospirosis NC Center for Public Health Preparedness/UNC-CH/August 2009

30. Resources NC EDSS Help Desk at NC DPH 919-715-5548 or (877)-625-9259 ncedsshelpdesk@dhhs.nc.gov Use Event ID only – no names or SS #s Available 8 am – 5 pm, M-F NC Communicable Disease website http://www.epi.state.nc.us/epi/gcdc/manual/toc.html Click on the NC EDSS logo in the Table of Contents Guidance on various topics, past Webinar presentations, etc. NC Center for Public Health Preparedness/UNC-CH/December 2009 30

31. 2010 Training Schedule January 12-13 CD (Intro) Training in Asheville January 14: TB Training in Asheville February 9-10: CD (Intro) Training in Greenville March 16-17: CD (Intro) Training in Winston-Salem

32. NC Center for Public Health Preparedness/UNC-CH/December 2009 Wrap - Up Thank you for participating! A web link to a brief evaluation survey will be emailed to you Your feedback is important to us! A copy of these Webinar PPT slides will be emailed to you 32

33. Questions NC Center for Public Health Preparedness/UNC-CH/December 2009 33