Investigations
1. Investigation Management
| Search Investigation • Investigation ID • Disposition • Investigations | QRC | June 23, 2022 |
| Delete an Investigation • Points to Remember | QRC | June 23, 2022 |
| Close an Investigation | QRC | June 23, 2022 |
| Create an Investigation | QRC | June 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 | QRC | October 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 | QRC | April 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 | QRC | April 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 | QRC | April 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 | QRC | April 24, 2023 |
3. Provider Form Investigation Management
| Regional Provider Form Workflow • Regional Provider Form Investigation Workflow | QRC | February 21, 2023 |
| Provider Form QRC – Provider Form Investigation Entry • Points to Remember • Provider Form Investigation Entry | QRC | September 25, 2025 |
| Provider Form QRC – Regions • Points to Remember • Search and Demographics • Signs and symptoms, Risk Factors, Interventions, Medications and Treatments • Exposure and Acquisition, Clinical notes | QRC | April 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 | QRC | June 23, 2022 |
| Unlink/Link an Investigation • Points to Remember • Unlink an Investigation from a Lab Result • Link an Investigation to a Lab Result | QRC | June 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 | QRC | June 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 | QRC | September 25, 2025 |
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 | QRC | June 23, 2022 |
| Responsible Organization – Out of Province • Assign Known Contact or Case – Out of Province • Assign Unknown Contact – Out of Province | QRC | June 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 | QRC | June 23, 2022 |
7. Investigation Elements
| Risk Factors • Add/Update | QRC | March 8, 2023 |
| Signs & Symptoms • Add • Add Observations • Update/Delete Observations | QRC | June 23, 2022 |
| Interventions • Create/Add • Update | QRC | March 8, 2023 |
| Incubation & Communicability – Add | QRC | June 23, 2022 |
| Medications • Points to Remember • Add • Entered in Error • Treatment Failure • ‘Course Completed’ Value Definitions • Appendix A: STI Investigations | QRC | June 23, 2022 |
| Immunization History Interpretation – Create | QRC | June 23, 2022 |
| Outcomes – Add Information | QRC | June 23, 2022 |
8. Exposures
| Exposures UG | Guide | May 13, 2025 |
| Acquisition Event • Add to Case Investigation • Add to Contact Investigation • Invalidate | QRC | June 23, 2022 |
| Transmission Event Anonymous Contact • Add Anonymous Contact Count • Invalidate | QRC | June 23, 2022 |
| Transmission Event Known Contact – Create Transmission Event • Points to Remember • Add – Create TE • Cohort Result Set • Client • Investigation • Invalidate | QRC | May 13, 2025 |
| Transmission Event Known Contact – Exposure Quick Entry • Points to Remember • Add (EQE) • Invalidate | QRC | May 13, 2025 |
| Transmission Event Unknown Contact • Points to Remember • Add • Invalidate | QRC | September 09, 2024 |
| Contact Turned Case | QRC | June 23, 2022 |
| Convert Unknown to Known Contact | QRC | December 06, 2024 |
9. Context Documents
| Investigation Context Documents • Points to Remember • Upload • View/Delete | QRC | June 23, 2022 |
| Cohort Context Documents • Points to Remember • Upload • View/Delete | QRC | June 23, 2022 |
| Interventions Context Documents • Points to Remember • Upload • View/Delete | QRC | June 23, 2022 |
UPLOAD CLIENTS
| Prepare List for Upload : | ||
| Client Upload Template | Upload Template | June 23, 2022 |
| Prepare Upload List | Guide | June 23, 2022 |
| Manage Clients • Added/Created Incorrectly from an Upload • Rejected from an Upload | Guide | June 23, 2022 |
| Cohort : | ||
| Create Cohort With Upload Template | Guide | June 23, 2022 |
| Create Cohort Without Upload Template | Guide | June 23, 2022 |
| Add Cohort Contact to a TE • via Create Transmission Event • via Exposure Quick Entry | Guide | June 23, 2022 |
| Manually Add Multiple Contacts to a TE – EQE | Guide | June 23, 2022 |