Peri HepB 1.17.11 User Guide

Manage Mother Cases

Actions in managing a mother's case may include creating a new case for a mother, editing a mother's case information, importing vaccinations, and/or inactivating a mother's case.

Create a New Case for a Mother

First conduct a Case Search for Mother Case to make sure the case doesn't already exist, then follow the steps in Create a New Case.

Edit a Mother's Case Information

To edit a mother's case information, 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 details open on a new page. Click the Edit icon () to open the details for editing.

Some fields are read-only. For the fields that can be edited, update them as needed and click the Save Page icon ().

View Infant's Case Details

If, while editing the mother's case information, you want to view the infant's information as well, click the infant's case number. The infant's case details open. To return to editing the mother's case details, click the View Mother's Case icon () and then click the Edit icon () on the Mother's Case Detail page.

Add an Activity Tracker

To add an Activity Tracker, click the Add Activity Tracker icon () located in the Mother's Gestational History section. Each individual pregnancy has its own Activity Tracker. See Activity Tracker for more information.

Add a Pregnancy

To add a new pregnancy to a mother's case, click the + Add Pregnancy button located at the bottom of the Mother's Gestational History section on the page. To remove a pregnancy, click the X located at the top right of the information. The available fields for a new pregnancy are as follows:

Field/Option/Button	Description
Case Worker	Enter the first few characters of the name and then select it from the drop-down list.
EDD	Enter the estimated date of delivery or click the calendar icon to select the date.
Date Gestational Case Opened *	Enter the date the gestational case was opened or click the calendar icon to select it. This field is required.
Mother HBsAg Status Identified	Select the time when the mother's HBsAg status was identified from the drop-down list. Examples: 1st Trimester 2nd Trimester 3rd Trimester After Birth After Birth and Discharge

Add an Address

To add another address, click the + Add Address button, located underneath the existing address(es) in the Mother's Details section on the page, and enter the information as needed. To remove an address, click the X located at the top right of the address information. The available fields for a new address are as follows:

Field/Option/Button	Description
Primary Address	If this new address is now the primary address for the mother, select this option.
Address	Enter the mother's street address. Multiple lines can be used.
City	Enter the first few characters of the mother's city and then select the name from the drop-down list.
County / Parish / Borough *	Enter the first few characters of the mother's county, parish, or borough and then select the name from the drop-down list. This field is required.
State	Enter the first few characters of the mother's state and then select the name from the drop-down list.
Zip Code	Enter the mother's zip code.

Add an Alternate Contact

To add another alternate contact, click the + Add Alternate Contact button, located at the bottom of the Mother's Details section on the page, and enter the information as needed. To remove an alternate contact, click the X located at the top right of the alternate contact's information. The available fields for a new alternate contact are as follows:

Field/Option/Button	Description
Primary Contact	If this alternate contact is now the mother's primary contact, select this option.
Alt. Contact First Name	Enter the first name of the alternate contact.
Alt. Contact Last Name	Enter the last name of the alternate contact.
Contact Type	Select the contact type from the drop-down list. Examples: Spouse, Sister.
Alt. Contact Home Phone	Enter the alternate contact's home phone number.
Alt. Contact Work Phone	Enter the alternate contact's work phone number.
Alt. Contact Cell Phone	Enter the alternate contact's cell phone number.

Add a Prenatal Provider

To add a new prenatal provider, click the + Prenatal Provider button, located underneath the existing prenatal provider section(s) in the Mother's Provider Details section of the page, and enter the information as needed. To remove a prenatal provider, click the X located at the top right of the prenatal provider's information. The available fields for a new provider are as follows:

Field/Option/Button	Description
Make Primary Provider	Select this option only if this prenatal provider is now the mother's primary prenatal provider.
Prenatal Care Practice	Enter the first few characters of the practice name and then select it from the drop-down list.
Prenatal Care Provider	Enter the first few characters of the provider name and then select it from the drop-down list.
Add New Prenatal Care Practice (Administrator Only)	If the prenatal care practice was not included in the predictive drop-down list for the Prenatal Care Practice field, enter the name here.
Add New Prenatal Care Provider (Administrator Only)	If the prenatal care provider was not included in the predictive drop-down list for the Prenatal Care Provider field, enter the name here.
Prenatal Chart	Enter the prenatal chart number.
Prenatal Visits	Enter the number of prenatal visits.
Phone Number	Automatically populated when the Prenatal Care Practice is selected, but can be edited.
Fax Number	Automatically populated when the Prenatal Care Practice is selected, but can be edited.
Address	Automatically populated when the Prenatal Care Practice is selected, but can be edited.
City	Automatically populated when the Prenatal Care Practice is selected, but can be edited.
County / Parish / Borough	Automatically populated when the Prenatal Care Practice is selected, but can be edited.
State	Automatically populated when the Prenatal Care Practice is selected, but can be edited.
Zip Code	Automatically populated when the Prenatal Care Practice is selected, but can be edited.
Prenatal Facility Contact
First Name	Automatically populated when the Prenatal Care Practice is selected, but can be edited.
Last Name	Automatically populated when the Prenatal Care Practice is selected, but can be edited.
Phone Number	Automatically populated when the Prenatal Care Practice is selected, but can be edited.
Fax Number	Automatically populated when the Prenatal Care Practice is selected, but can be edited.

Add a Delivery Provider

To add a new delivery provider, click the + Delivery Provider button, located at the bottom of the Mother's Provider Details section on the page. A new delivery provider section is added. Enter the information as needed. To remove a delivery provider, click the X located at the top right of the delivery provider's information. The available fields for a new provider are as follows:

Field/Option/Button	Description
Make Primary Provider	Select this option only if this new delivery provider is the primary provider for the mother.
Delivery Facility/Hospital	Enter the first few characters of the facility/hospital name and then select it from the drop-down list.
Delivery Provider	Enter the first few characters of the provider name and then select it from the drop-down list.
Add New Delivery Facility/Hospital (Administrator Only)	If the delivery facility/hospital was not included in the predictive drop-down list for the Delivery Facility/Hospital field, enter the name here.
Add New Delivery Provider (Administrator Only)	If the delivery provider was not included in the predictive drop-down list for the Delivery Provider field, enter the name here.
Mother's Chart #	Enter the mother's chart number at the delivery facility/hospital.
Phone Number	Automatically populated when the Delivery Facility/Hospital is selected, but can be edited.
Fax Number	Automatically populated when the Delivery Facility/Hospital is selected, but can be edited.
Address	Automatically populated when the Delivery Facility/Hospital is selected, but can be edited.
City	Automatically populated when the Delivery Facility/Hospital is selected, but can be edited.
County / Parish / Borough	Automatically populated when the Delivery Facility/Hospital is selected, but can be edited.
State	Automatically populated when the Delivery Facility/Hospital is selected, but can be edited.
Zip Code	Automatically populated when the Delivery Facility/Hospital is selected, but can be edited.
Delivery Facility Contact
First Name	Automatically populated when the Delivery Facility/Hospital is selected, but can be edited.
Last Name	Automatically populated when the Delivery Facility/Hospital is selected, but can be edited.
Phone Number	Automatically populated when the Delivery Facility/Hospital is selected, but can be edited.
Fax Number	Automatically populated when the Delivery Facility/Hospital is selected, but can be edited.

Add a Lab

To add a new lab entry, click the + Add Lab button. A new blank row appears underneath the existing row(s) in the Mother's Lab and Vaccination Details section. Enter the information as needed. To remove a lab entry, click the X located to the far right of the row. The available lab entry fields are as follows:

Field/Option/Button	Description
Lab Date	Enter the lab date or click the calendar icon and then select it.
HBsAg	Select the HBsAg status from the drop-down list. Examples: Positive, Negative, Not Done, QNS.
HBsAg Confirmed	Select whether or not the HBsAg was confirmed (Yes, No).
anti-HBs	Select the status from the drop-down list. Examples: Positive, Negative, Not Done, QNS.
anti-HBc Total	Select the status from the drop-down list. Examples: Positive, Negative, Not Done, QNS.
anti-HBc IgM	Select the status from the drop-down list. Examples: Positive, Negative, Not Done, QNS.
HBeAg	Select the status from the drop-down list. Examples: Positive, Negative, Not Done, QNS.
HBV DNA	Select the status from the drop-down list. Examples: Positive, Negative, Not Done, QNS.
DNA QTY	Enter the DNA quantity.
Ordering Provider	Enter the name of the ordering provider.
Lab Name	Enter the name of the lab.

Add a Note

To add a new note, click the + Add Note button. A new note area is added to the Note section of the page. Enter the information (title and note).

Once a new note has been created and saved, it cannot be edited. Instead, to amend a note, a user must create a new note and refer to the note they wish to amend. This is for auditing purposes and to ensure that other users do not edit notes that the first user originally entered.

After a mother's case has been entered into the application and saved, when you click the + Add Note button for a new note, an X appears above it on the top right side. At any time while you are adding the new note, you can delete the new note by clicking the X located at the top right of the note. After you save the note, however, it cannot be deleted.

The available fields in the Note section are as follows:

Field/Option/Button	Description
Title	Enter a title for the note.
Notes	Enter the note(s).

Add an Associated Case

To add an associated case, click the + Add Cases button at the bottom of the Mother's Associated Cases section of the page. 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, options, and buttons 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 (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.

Import Vaccinations

See Vaccination Import.

Inactivate a Mother's Case

To inactivate a mother's case, first conduct a Case Search, then locate it in the search results and click the View Case icon ( View Case icon ) for it. The Mother's Case Detail page opens. Click the Edit icon ().

Scroll down to the Mother's Detail section of the page and in the Status field, select one of the Inactive Due to... options:

Inactive Due to Adoption
Inactive Due to Completion
Inactive Due to Contact Refusal
Inactive Due to Death
Inactive Due to False Positive Mother
Inactive Due to Lost to Follow Up
Inactive Due to Lost to Follow Up - Cannot Locate
Inactive Due to Lost to Follow Up - False Positive
Inactive Due to Lost to Follow Up - Miscarriage/Termination

Inactive Due to Lost to Follow Up - Moved
Inactive Due to Miscarriage/Termination
Inactive Due to Mother Refusal
Inactive Due to Move Out of Country
Inactive Due to Move to Other Project
Inactive Due to Noncompliance
Inactive Due to Other
Inactive Due to Protocol (Move)
Inactive Due to Provider Refusal

Click the Save Page icon () when finished. The mother's case is now inactive.