Case Reporting Tab

The Case Reporting tab page contains information regarding the case, patient, and investigation that is entered when the case is added via the New Human Case, New Non-Human Case, or Physician Card user option.

For instructions on how to view or edit the Case Reporting tab page, see View/Edit Case Details.

NOTE: If a note has been added and the Check here to set an alert message on the Case Reporting Tab page header. (This alert informs users that there is more information for this case inside the Notes Tab) option is selected on the Notes tab page, the message appears in red text below the header information on the Case Reporting tab page.

The available fields, options, and buttons on the Case Reporting tab page are as follows:

Field/Option/Button

Description

(drop-down arrow button)

Select one of the following options to perform an action:

Investigator Assign - Select this option to re-assign a case. See Assign an Investigator to a Case
Case Definition - Opens the disease information in another browser tab or window and displays the Centers for Disease Control and Prevention (CDC) or other sources, such as Red Book Online
Vaccination Records - Opens the patient vaccination record from the registry application (if it exists) in another browser tab or window. This option is available only for human cases. See View Vaccination Records
Print Investigation - Select this option to print a summary of the case information. See Print a Case Investigation
Print Case Report - Select this option to print the case report. This option is available only for human cases
Print Physician Card - Select this option to print the case details entered by the physician card user. This option is available when the case has been entered by a physician card user
Debug HL7 CDC Export - Opens a new browser tab or window to display the fields that are being sent to the CDC. This option is available when the disease of the opened investigation is exported using the NETSS export (configured in CDC Export Mapping). See Debug HL7 CDC Export
Debug Database for Patient - This option is visible when the Debug Mode permission is granted in the Administrative Debug Permissions section. It displays the database information about the patient. Contact STC to use this
Debug Database for Case - This option is visible when the Debug Mode permission is granted in the Administrative Debug Permissions section. It displays the database information about the case. Contact STC to use this
Disable MPI/Enable MPI - This option is visible when the MPI Enable/Disable permission is granted in the Administrative Debug Permissions section. It allows you to enable and/or disable MPI from the case. This option is available only for human cases. If you want to use this option, contact STC

Fields/Options

Description

Disease Name *

The name of the disease being reported for the case.

NOTE: The disease name Tuberculosis – Contact is used when you want the Tuberculosis Contact Investigation Form fields to appear. In order for this disease option to appear it, must be set up in the Disease Program Group, and the Program Group Management option (TB Program – Tuberculosis-Contact) must be enabled, with the Edit permission, as well as access to TB in Roles – Program Access.

Died Due to This Condition

Indicates whether the patient has died due to this condition.

Date of Death

The date of death.

Case Classification *

The case status based on set definitions and criteria to determine evidence of disease. This field is expected to be resolved to Confirmed or Not a Case as a result of the investigation. A more detailed discussion of case status is available within the CDC Case Definitions.
Available options are:

Confirmed - It has been determined that the patient has this disease. Once the investigation is complete (the Investigation Status is set to Completed or Closed), this case is reported to the CDC
Probable - This is an initial indicator that the patient is likely to have this disease and further investigation is warranted
Suspect - This is an initial indicator that the patient may have this disease and further investigation is warranted
Deleted - This option is generally for cases that were entered in error. Marking a case as Deleted does not remove the case from the system; however, deleted cases no longer appear in reports or in a NETSS Export
Lost to Follow up
Not a Case - It has been determined that the patient does not have this disease. This case will not be reported to the CDC
Unknown - The person making the referral could not determine the likeliness of the patient having this disease. Follow-up is warranted

Investigation Status *

The status of the investigation.

Initiated Date

The date when the investigation was started.

Method of Diagnosis

Displays the method of diagnosis.

Public Health Intervention

You can view the definition of the intervention by hovering over the Info icon (

) and clicking the link in the tool tip.

Field

Description

Onset Date

The date the symptoms of this disease first appeared.

Diagnosis Date

The date the case was diagnosed.

Referral Date

The date when the case was added to the system.

When you edit a case and change the patient's status, this date is set to the system date at the time of the change.

NOTE: The Referral Date automatically populates the following fields:

MMWR Week
MMWR Year
Event Date
CDC ID

MMWR Week

The Morbidity and Mortality Weekly Report (MMWR) publication week when the case was created. Sentinel calculates the MMWR week value based on the Event Date value.

MMWR Year

The Morbidity and Mortality Weekly Report (MMWR) publication year when the case was created. Sentinel calculates the MMWR year value based on the Event Date value.

Event Type

The date used for the event date.

Event Date

The Event Date can be one of the following:

If there is an Onset Date, that is the Event Date
If there is no Onset Date, but there is a Diagnosis Date, that is the Event Date
If there is no Onset or Diagnosis Date, the Earliest Lab Date is used
If there is no Onset Date, Diagnosis Date, or Labs, the Referral Date (a required field) is used

NOTE: For TB PAM, the above rules are ignored if anything is defined in the TB disease group and the referral date is used for the event date.

Field/Option	Description
Patient Interviewed	Displays one of the following to indicate whether the patient was interviewed: No Unknown Yes - Patient Interviewed Yes - Patient Proxy Interviewed
Reasons for patient not interviewed	Displays one or more of the following reasons for the patient not interviewed: Interview not required per protocol Other (Specify) Deceased Refused Unable to locate
Other (Specify)	Displays the reason if Other is selected in the Reasons for patient not interviewed field.

Field/Option

Description

CDC ID

A unique, system-generated ID used to identify the case record in the NETSS and PHIN Messaging export. This field is populated when the Referral Date is entered.

Date/Time First Sent to CDC

The date and time the case was first sent to CDC.

Date/Time Last Sent to CDC

The date and time the case is last sent to CDC.

Last Transmission Method

The last transmission method used.

State ID

The patient ID or animal case ID for cases migrated from a legacy HAWK system.

Supplemental Form Status

Displays one the following supplemental (disease specific) form statuses:

Approved
Complete
In Progress
Not Done
Sent to CDC

NOTE: Once the case is Completed or Closed, this option is disabled for the facility users.

Imported

Displays one of the following to indicate where the case is from:

In-State
Out of country
Out of state
Unknown

CDC Export History

Click this button to export the CDC export history for the investigation. The CDC export details open in another browser tab or window displaying the CDC Information, CDC Export History, and CDC Export Delete Queue.

Field/Option	Description
Outbreak	Indicates whether the condition was part of an outbreak or not.
Outbreak Name/ID	If Yes is selected in the Outbreak field, it displays the outbreak name or ID.
Outbreak Event ID (only for Non-Human Cases)	The outbreak event ID associated with the outbreak.

This section is displayed only for human cases. To display this section on the Case Reporting tab page, click the header.

Field/Option	Description
Fever>100	Indicates whether or not the patient had a fever greater than 100 degrees.
Cough	Indicates whether or not the patient had a cough.
Sore Throat	Indicates whether or not the patient had a sore throat.
Vaccination Received	Indicates whether or not the patient received a flu vaccination.
Last Vaccination Date	The date when the flu vaccination was received.
Jaundiced	Indicates whether or not the patient has or had jaundice.
Pregnant During Illness	Indicates whether or not the patient is or was pregnant during the illness.
EDC or Delivery Date	If the Pregnant During Illness field is set to Yes, this displays the EDC or delivery date.
Date Type	If the Pregnant During Illness field is set to Yes, this displays the type of date entered in the EDC or Delivery Date field.

This section is displayed only for non-human cases. To display this section on the Case Reporting tab page, click the header.

Field/Option	Description
Animal Name	The animal's name.

Field/Option	Description
Inpatient/Outpatient/ER	Displays the type of patient: ER InPatient OutPatient Unknown
Hospitalized	Indicates whether or not the patient was hospitalized.
Medical Record Number	The medical record number of the patient.
Date Admitted	The date the patient was admitted in the hospital.
Date Discharge	If the Hospitalized field is set to Yes, this displays the discharge date.
# of Days Hospitalized	If the Hospitalized field is set to Yes, this displays the number of days the patient was hospitalized.
Hospital Name	The name of the hospital.
Facility ID	The identifying number of the hospital facility.
Hospital Address
Street	The street address of the hospital.
City	The city name of the hospital.
Zip	The zip code of the hospital.
State	The state name of the hospital.
County/Borough	The county/borough of the hospital.

This section is displayed only for non-human cases. To display this section on the Case Reporting tab page, click the header.

Assign an Investigator to a Case

You can assign an investigator to a case if you have the Reassign Cases permission enabled in the Investigation Workflow Permissions section. The Investigator Assign option is not displayed in the drop-down arrow button (

) on the Case Reporting tab page if you do not have this permission. The case can be assigned in two ways - first from the Action menu button on the main Investigations tab page and second from the drop-down arrow button on the Case Reporting tab page.

NOTE: If a user has Edit access to a case through the Program Group Management menu, the case can be reassigned.

To assign an investigator to a case from the Case Reporting tab page, select the Investigator Assign option in the drop-down arrow button. The Investigation Information page opens. Select the investigator name from the Re-assign To drop-down list and click Submit Changes. To continue without making any changes and return to the Case Reporting tab page, click the Cancel button and select Ok to confirm.

View Vaccination Records

To view and print a patient's vaccination record, select the Vaccination Records option from the drop-down arrow button ( drop-down arrow button

) on the Case Reporting tab page. The Patient Vaccination Record Summary page opens in another browser tab or window. The list of records can be sorted by clicking on a column header. Under the list of current records, the number of records displayed on the page is listed (for example, Showing 1 to 3 of 3 entries).

If a patient has a vaccination record in the IWeb registry application and the system is set up to communicate to the registry, the vaccination record is displayed in another browser tab or window. This viewing exchange is achieved using a Health Level Seven (HL7) interface between Sentinel and IWeb, whereby Sentinel queries IWeb using a shared Master Patient Index ID (MPI ID). It is assumed the patient has a First Name, Last Name, and Date of Birth (DOB) in Sentinel; otherwise, the Vaccination Records option is not displayed in the drop-down arrow button.

The available fields, options, and buttons on the Patient Vaccination Record Summary page are as follows:

Field/Option/Button	Description
Print	Click this button to view and print the vaccination record in the print view format.
Search	Enter the first few characters of the search name or date, to narrow the listed results.
(Add Button)	Click this button to expand the row to view the record details.
Source	The source of the report.
Patient ID	The patient ID number associated with the vaccine lot information.
Patient Name	The patient's first and last name.
Date of Birth	The patient's birthdate.
Gender	The patient's gender.
Race	The patient's race.
Ethnicity	The patient's ethnicity.
Home Phone	The patient's home phone number.
Current Address	The patient's current address.
Vaccine Family	The name of the vaccine family of the vaccination given to the patient.
Vaccine Date	The date the vaccine was provided to the patient.
Vaccine Manufacturer	The name of the vaccine manufacturer for the associated vaccine.
Lot Number	The lot number of the vaccine.
Contraindication	The registered contraindication, if any.

Print a Case Investigation

To print a case investigation, select the Print Investigation option from the drop-down arrow button. The case summary opens in another browser tab or window. Click the Send to Printer button to print the case investigation details. Click the Close the Window button to close the window and return to the Case Reporting tab page.

The case summary contains information similar to what you enter when adding a new case; it does not include all the detailed information associated with a case investigation.

Investigation Information
Investigation Dates
Patient Interview Information
CDC Information
Outbreak
Patient Name
Patient Alternate Name
Investigation Address
Conditions/Symptoms
Hospital Information
Address History

Sex/Race
Date of Birth/Age
Mailing Address
Parent/Guardian (if under 18)
Work/Occupation or School/Grade
Travel History
Person Providing Report
Primary or Attending Physician
Lab reports
Contact Numbers
Investigation Notes

Complete or Close a Case

Users with the Complete Case and Close Case permissions enabled in Investigations Workflow Permissions can mark the case as completed and/or close the case.

To complete or close a case, first click the Home > Investigations tab, search for the case and/or locate it in the case list, and click the Edit button for the case. The Case Reporting tab page opens. You must set the Case Classification field to Confirmed or Not a Case and the Investigation Status field to Completed or Closed on the Case Reporting tab page, then click Submit Changes.

Once the Investigation Status field is set to Completed or Closed, the case can be viewed by clicking the View or Edit button on the main Investigations tab page. If you have Reopen Competed Case and Reopen Closed Case permissions granted in the Investigations Workflow Permissions section, the Investigation Status field can be edited and the case can be reopened.

To reopen the completed or closed case, click the Edit button in the case list on the main Investigations tab page. The Case Reporting tab page opens. The Investigation Status field can be edited and changed to any other status. When a status other than Completed or Closed is selected and saved, all the fields can be edited by any user with the permission to view the case.

If you do not have the permission to reopen the completed and closed cases, the case details can be viewed by clicking on any tab but the details cannot be changed and saved.

Field/Option	Description
Animal Species *	The species of the animal.
Tag Number *	The numeric ID for non-human West Nile Virus cases.
Tag Number Type *	The type of the tag number.
Location	The location where the animal was encountered.