Person Overview

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Person Overview

• Person searches
• Person name
• Condition
• Locators
• Add Person
• View/Add/Update
• Demographics
• Locators Addresses, Telephones, Email Addresses
• Reconcile duplicate persons
• Patient History

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Person Tab
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Minimum Person Search

• Use fuzzy searches for persons (parties) in
  WebSurv. Searches should begin with 4-5 letters
  of the last name and 1-2 letters of the first
  name.
• To add a person to WebSurv, the first and last
  name must be entered before saving.

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Hide Search Tips
Conduct a fuzzy search
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Entry of Person Without Full Name

• If a first or last name of a person cannot be
  obtained enter UNKNOWN in the appropriate
  name field.

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Change fuzzy search Or Click on correct
person Or Check address Or Search MOHSAIC
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Edit demographics or edit other existing
information
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Search Conditions/Notification

• Date Type
• Entry Date, Notification Date, Report Date
• Managed or Counted
• Condition Status
• Confirmed, Probable, No Case, etc.
• Identifier Number (Condition ID or NETSS)
• Identifier Type
• Condition (CID ) or NETSS (ID submitted to CDC)
• Once notifications are returned several functions
  are available
• Sort by a variety of variables
• Enter individual case reports
• Print a CD1 or Print the Line Listing of reports

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Select the Condition/Notification
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Results based on search by date - you can search
up to 90 days
Click on Condition Name, Print CD1 or Print
Listing
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Select the Locator link on Person tab to search
by locator
Can search by address or telephone
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Search results based on address
Links to Yahoo Maps
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Locators

• Guidance
• Street names do not use abbreviations. Ex.
  use Martin L King instead of MLK.
• Numbered streets should be entered as a number
  instead of spelled out. Ex. 1st, 2nd, instead
  of first or second.
• City names use names in dropdown list. No
  punctuation or abbreviations are used.

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Locators

• Enter begin and end dates for parties.
• Use the date of report or the current date as the
  begin date (as of date). Use end date when
  adding a second address. This will help identify
  the current address when multiple address entries
  are present.

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Person Overview

• Person searches
• Person name
• Condition
• Locators
• Add Person
• View/Add/Update
• Demographics
• Locators Addresses, Telephones, Email Addresses
• Reconcile duplicate persons
• Patient History

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If no matches are found during your search, a new
person can be added
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Note the required fields!
Dont forget to Save!!!
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After new person is added and data is entered and
saved, this verification screen will appear.
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Click Locators link to get this address page
Click Add Address button to add a new address
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(No Transcript)
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Geocoding

• When a party address is entered WebSurv will
  attempt to geocode or map the address.
• If the system recognized the address it will
  automatically assign the county.
• Unfortunately, there are times when the county
  assigned is not correct.
• Live near the county line, rural areas, others
• Ex. address is a town that is in one county
  though the actual home is the neighboring county.
• Contact the DHSS Staff for assistance (contact
  information provided at the end of the manual)

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Click Add Telephone button to get the add
telephone screen
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Once all data is entered, click Add to List. You
can add multiple phone numbers. Dont forget to
save your work!
Adding an email address works the same way
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Editing Locators

• Search person
• Select the correct person to open their record
• Click the on the tree next to the Locators tab
• Click the link that corresponds with the data you
  want to edit
• Click the Edit tab next to the data variable you
  want to edit (can edit address type, begin/end
  date and primary/sensitive status).
• To change an address
• place an end date on the old address, add new
  address and save as primary.
• Save your work!

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Click Address link
Click Edit to edit the existing address
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Person Overview

• Person searches
• Person name
• Condition
• Locators
• Add Person
• View/Add/Update
• Demographics
• Locators Addresses, Telephones, Email Addresses
• Reconcile duplicate persons
• Patient History

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Click Reconciliation link

1. Search and add the persons Primary name
2. Search and add the non primary name
3. Once both names are added and correct, click the
   Process Reconciliation button to complete

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This screen will appear if the reconciliation was
successful
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Person Overview

• Person searches
• Person name
• Condition
• Locators
• Add Person
• View/Add/Update
• Demographics
• Locators Addresses, Telephones, Email Addresses
• Reconcile duplicate persons
• Patient History

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Patient History

• The information in the Patient History tab is
  specific to the patient (not the condition) and
  will generally not be used for most conditions.
• There are some variables (i.e. Hospitalized,
  Medications) that are also in the condition
  specific screens.
• Make sure to enter the information regarding the
  condition in the condition specific screens and
  not in Patient History!

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When to Use Patient History

• The contacts screen should be used to document
  the parent/guardian information.
• Information regarding immunizations from MOHSAIC
  will be available through the vaccinations link.
• Make sure vaccine information is entered into
  MOHSAIC.

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Note the History Tab is collapsed!
Do not enter condition specific information into
the History Tab Fields!
The History Tab will not be used for most cases
and therefore you can usually leave the tab
collapsed and skip over to the conditions!