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Investigations

Table of Contents

1. Investigation Management

Search Investigation
• Investigation ID
• Disposition
• Investigations
QRCJune 23, 2022
Delete an Investigation
• Points to Remember
QRCJune 23, 2022
Close an InvestigationQRCJune 23, 2022
Create an InvestigationQRCJune 23, 2022

2. Investigation Quick Entry

Contact IQE
• Points to Remember
• Search
• Disease Details and Demographics
• Preexisting Investigation Details
• IQE Signs and symptoms, Interventions, Outcomes and Medications
• IQE Exposure and Acquisition events, Clinical Notes
QRCOctober 26, 2023
Chlamydia, Gonorrhea, Chancroid and LGV IQE
• Points to Remember
• Search and Demographics
• Signs and symptoms, Risk Factors Outcomes and Treatments
• Exposure and Acquisition, Clinical notes
QRCApril 24, 2023
Hepatitis B and C, HIV and Syphilis IQE
• Points to Remember
• Search and Demographics
• Signs and symptoms, Risk Factors, Interventions, Medications and Treatments
• Exposure and Acquisition, Clinical notes
QRCApril 24, 2023
Congenital Syphilis IQE
• Points to Remember
• Search and Demographics
• Signs and symptoms, Risk Factors Medications and Treatments
• Interventions, Exposure and Acquisition, Clinical notes
QRCApril 24, 2023
Communicable Disease IQE
• Points to Remember
• Search and Demographics
• Signs and symptoms, Risk Factors Outcomes and Treatments
• Clinical notes, Exposure and Acquisition events
QRCApril 24, 2023

3. Provider Form Investigation Management

Regional Provider Form Workflow
• Regional Provider Form Investigation Workflow
QRCFebruary 21, 2023
Provider Form QRC – Provider Form Investigation Entry
• Points to Remember
• Provider Form Investigation Entry
QRCApril 21, 2023
Provider Form QRC – Regions
• Points to Remember
• Search and Demographics
• Signs and symptoms, Risk Factors, Interventions, Medications and Treatments
• Exposure and Acquisition, Clinical notes
QRCApril 21, 2023

4. Lab Summary

Lab Report
• Points to Remember & Take Investigation Out of Context
• View/Update Lab Report – Lab Requisition
• View Received Report – Completed or Rejected
• Enter Sensitivities
• Correct Lab Report Details
• Correct Lab Requisition Details
• Delete Lab Results Entered in Error
QRCJune 23, 2022
Unlink/Link an Investigation
• Points to Remember
• Unlink an Investigation from a Lab Result
• Link an Investigation to a Lab Result
QRCJune 23, 2022

5. Investigation Information, Disease Summary

Investigation Information – Update
• Disposition, Disposition Date, Client Address at Time of Initial Investigation,
Sensitive Environment/Occupation, Method of Detection
QRCJune 23, 2022
Disease Summary
• Points to Remember
• Update (Site, Staging, Classification, Classification Date)
• Add Additional Disease to an Investigation (Co-infection)
• Separate a Co-Infections
• Add Outbreak Code
QRCDecember 27, 2023

6. Responsible Organization / Investigator

Responsible Organization/Investigator – Case and/or Known Contact
• Points to Remember
• Add an Investigator
• Reassign an Investigator Within a Region (PHN to PHN)
• Reassign to Another RHA
• Assign Secondary (RHA) Investigator
• Print – Case Investigation or Known Contact Summary Report for a Non-PHIMS Region
QRCJune 23, 2022
Responsible Organization – Out of Province
• Assign Known Contact or Case – Out of Province
• Assign Unknown Contact – Out of Province
QRCJune 8, 2023
Responsible Organization/Investigator – Unknown Contact
• Points to Remember
• Assign an Investigator – Unknown Contact from the MB23000 Report
• Assign an Unknown Contact to another RHA
• Print – Unknown Contact Summary Report for a Non-PHIMS Region
QRCJune 23, 2022

7. Investigation Elements

Risk Factors
• Add/Update
QRCMarch 8, 2023
Signs & Symptoms
• Add
• Add Observations
• Update/Delete Observations
QRCJune 23, 2022
Interventions
• Create/Add
• Update
QRCMarch 8, 2023
Incubation & Communicability – AddQRCJune 23, 2022
Medications
• Points to Remember
• Add
• Entered in Error
• Treatment Failure
• ‘Course Completed’ Value Definitions
• Appendix A: STI Investigations
QRCJune 23, 2022
Immunization History Interpretation – CreateQRCJune 23, 2022
Outcomes – Add InformationQRCJune 23, 2022

8. Exposures

Acquisition Event
• Add to Case Investigation
• Add to Contact Investigation
• Invalidate
QRCJune 23, 2022
Transmission Event Anonymous Contact
• Add Anonymous Contact Count
• Invalidate
QRCJune 23, 2022
Transmission Event Known Contact – Create Transmission Event
• Points to Remember
• Add – Create TE
• Cohort Result Set
• Client
• Investigation
• Invalidate
QRCDecember 06, 2024
Transmission Event Known Contact – Exposure Quick Entry
• Points to Remember
• Add (EQE)
• Invalidate
QRCDecember 06, 2024
Transmission Event Unknown Contact
• Points to Remember
• Add
• Invalidate
QRCSeptember 09, 2024
Contact Turned CaseQRCJune 23, 2022
Convert Unknown to Known ContactQRCDecember 06, 2024

9. Context Documents

Investigation Context Documents
• Points to Remember
• Upload
• View/Delete
QRCJune 23, 2022
Cohort Context Documents
• Points to Remember
• Upload
• View/Delete
QRCJune 23, 2022
Interventions Context Documents
• Points to Remember
• Upload
• View/Delete
QRCJune 23, 2022

UPLOAD CLIENTS

Prepare List for Upload :
Client Upload TemplateUpload TemplateJune 23, 2022
Prepare Upload ListGuideJune 23, 2022
Manage Clients
• Added/Created Incorrectly from an Upload
• Rejected from an Upload
GuideJune 23, 2022
Cohort :
Create Cohort With Upload TemplateGuideJune 23, 2022
Create Cohort Without Upload TemplateGuideJune 23, 2022
Add Cohort Contact to a TE
• via Create Transmission Event
• via Exposure Quick Entry
GuideJune 23, 2022
Manually Add Multiple Contacts to a TE – EQEGuideJune 23, 2022
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