Peri HepB 1.17.11 User Guide |
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| Peri HepB 1.17.11 User Guide |
Associating cases allows the user to link related cases to each other - infant(s), mother, and contact(s). When cases are associated, they can be accessed from the related person's details page. Cases can be associated either when creating a new case or when editing an existing case.
If an infant's case does not yet exist, it can be added from the Mother's
Case Detail page. To add an infant case from the Mother's Case Detail
page, first conduct a Case Search and then
click the View Case icon (
) for the mother's name in
the search results list. The Mother's Case Detail page opens. Scroll down
to the bottom of the page, to the Mother's Associated Cases section. Click
the + Add Infant Case button.
The Infant Case Detail page opens with some automatically populated fields;
enter the information as needed and click the Save Page icon (
) when finished.
Click the Cancel icon (
) to cancel
your changes and return to the previous page.
When creating a new Mother, Infant or Contact case, the Associated Cases section is the last section on the page. Click the + Add Cases button. A new, empty row is added to the section. The fields in this section are the search fields. As you start typing in any one field, the search results appear in the drop-down list. Select the case from the drop-down list that appears. All the other fields are automatically populated with the information from the selected case. To delete an associated case, click the X on the right side of the case row. The following fields are available in the Associated Cases section:
| Field/Option/Button | Description |
| Case Number | Enter the first few characters of the case number for the associated case and then select it from the list that appears. |
| Date Created | Enter the date the associated case was created and then select it from the list that appears. |
| Case Name | Enter the first few characters of the patient's name for the associated case and then select it from the list that appears. |
| Case Type | Enter the first few characters of the case type for the associated case (Mother, Infant, or Contact) and then select it from the list that appears. |
| DOB | Enter the patient's birthdate for the associated case and then select the case from the list that appears. |
| x (Delete) | Click this icon to remove the associated case row. |
To associate a case to a specific mother, infant, or contact case, first
conduct a Case Search for that person's
case. Locate the person in the search results list and click the View
Case icon () for that person
in the list. The case details page opens for that person.
On the case details page, click the Edit icon (
).
Scroll down to the bottom of the page, to the Associated Cases section.
Click the + Add Cases button.
A new, empty row is added to the section. The fields in this section are
the search fields. As you start typing in any one field, the search results
appear in the drop-down list. Select the case from the drop-down list.
All the other fields are automatically populated with the information
from the selected case. To delete an associated case, click the X on the right side of the case
row. The following fields are available in this section:
| Field/Option/Button | Description |
| Case Number | Enter the first few characters of the case number for the associated case and then select it from the list that appears. |
| Date Created | Enter the date the associated case was created and then select it from the list that appears. |
| Case Name | Enter the first few characters of the patient's name for the associated case and then select it from the list that appears. |
| Case Type | Enter the first few characters of the case type for the associated case (Mother, Infant, or Contact) and then select it from the list that appears. |
| DOB | Enter the patient's birthdate for the associated case and then select the case from the list that appears. |
| x (Delete) | Click this icon to remove the associated case row. |