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Working With the EDM for Oracle Java CAPS Master Patient Index Java CAPS Documentation |
Working With the EDM for Oracle Java CAPS Master Patient Index
About Oracle Java CAPS Master Patient Index
Features of Oracle Java CAPS Master Patient Index
Learning about Patient Profiles
System Record and SBR Components for Oracle Java CAPS Master Patient Index
Identification Numbers for each Patient
Security Permissions for the Patient EDM
Navigation Tips for the Patient EDM
Learning About Patient Queries
About the Patient EDM Search Function
The Advanced Person Lookup (Alpha) Page
The Advanced Person Lookup (Phonetic) Page
Types of Searches on the Patient EDM
Advanced Person Lookup (Alpha)
Advanced Person Lookup (Phonetic)
Searching by Ranges on the Patient EDM
Required Fields on the Patient EDM
Searching for Patient Profiles
Performing an EUID Lookup on the Patient EDM
Performing a Social Security Number Lookup on the Patient EDM
To Perform a Social Security Number Lookup
Performing a Local ID Lookup on the Patient EDM
Performing an Advanced Alphanumeric Lookup on the Patient EDM
To Perform an Advanced Alphanumeric Lookup
About Alphanumeric Search Fields on the Patient EDM
Performing an Advanced Phonetic Lookup on the Patient EDM
To Perform an Advanced Phonetic Lookup
About Phonetic Search Fields on the Patient EDM
Performing an EUID Comparison Lookup on the Patient EDM
To Perform an EUID Comparison Lookup
Working with Search Results on the Patient EDM
Viewing the Results of a Search
Selecting a Profile from the Results List
Creating and Printing a Search Result Report
Patient Profile Transaction Histories
Patient Profile Merge Histories
Viewing a Patient's Demographic Information
To View Demographic Information
About Demographic Fields on the Patient EDM
About Address Fields on the Patient EDM
Viewing a Patient's Telephone Numbers
About Telephone Fields on the Patient EDM
About Alias Fields on the Patient EDM
Viewing a Patient's Auxiliary IDs
About Auxiliary ID Fields on the Patient EDM
Viewing Comments Associated with a Patient
About Comment Fields on the Patient EDM
Viewing a Patient's Transaction History
About Transaction History Search Fields on the Patient EDM
About Transaction History Results Fields on the Patient EDM
Transaction History Transaction Types on the Patient EDM
Comparing two Patient Profiles
To Compare twoPatient Profiles
Comparing Records in one Patient Profile
To Compare Records in one Patient Profile
Viewing a Patient Profile's Merge History
Viewing a Merge History Tree on the Patient EDM
To View a Patient's Merge History
Viewing a Patient Profile From a Merge History Tree
To View a Patient Profile From a Merge History Tree
Viewing the Patient EDM Audit Log
About Audit Log Search Fields on the Patient EDM
About Audit Log Search Results Fields on the Patient EDM
Audit Log Functions on the Patient EDM
Adding a Patient Profile on the Patient EDM
Step 1: Obtain Information about the Patient
Step 2: Specify a System and Local ID
To Specify a System and Local ID
Step 3: Specify Demographic Information
To Specify Demographic Information
Step 4: Specify Alias Information
Step 5: Specify Address Information
To Specify Address Information
Step 6: Specify Telephone Information
To Specify Telephone Information
Step 8: Add Comments to the Patient Profile
Step 9: Save the Patient Profile
Learning About Patient EDM Maintenance Tasks
Merging Profiles on the Patient EDM
Surviving and Non-surviving Profiles
Updating the SBR and Updating System Records
Maintaining Patient Information
Modifying Demographic Information in a Patient Profile
To Modify Demographic Information
Maintaining Address Information in a Patient Profile
Adding Addresses to a Patient Profile
Deleting Addresses from a Patient Profile
Maintaining Telephone Information in a Patient Profile
Adding Telephone Numbers to a Patient Profile
Modifying Telephone Information
Deleting Telephone Numbers from a Patient Profile
Maintaining Alias Information in a Patient Profile
Adding an Alias to a Patient Profile
Modifying a Patient's Alias Information
Deleting an Alias from a Patient Profile
Maintaining Auxiliary ID Information in a Patient Profile
Adding an Auxiliary ID to a Patient Profile
Modifying Auxiliary ID Information
Deleting an Auxiliary ID from a Patient Profile
Maintaining Comment Information in a Patient Profile
Adding a Comment to a Patient Profile
Modifying a Comment in a Patient Profile
Deleting a Comment from a Patient Profile
Updating the Single Best Record Directly
Locking an SBR Field on the Patient EDM
Unlocking an SBR Field on the Patient EDM
Maintaining System Records on the Patient EDM
Adding a System Record to a Patient Profile
To Add a System Record to a Patient Profile
Deactivating a System Record in a Patient Profile
Reactivating a System Record in a Patient Profile
Changing Patient Profile Status
Deactivating a Patient Profile
To Deactivate a Patient Profile
Reactivating a Patient Profile
To Reactivate a Patient Profile
Working with Potential Duplicate Patient Profiles
Finding Potential Duplicate Patient Profiles
About Matching Review Search Fields on the Patient EDM
About Potential Duplicate Results Fields on the Patient EDM
Merging Potential Duplicate Patient Profiles
Resolving Potential Duplicate Patient Profiles
To Resolve two Potential Duplicate Profiles
Working with Assumed Matches on the Patient EDM
Finding Assumed Matches on the Patient EDM
About Assumed Match Results Fields on the Patient EDM
Reversing an Assumed Match on the Patient EDM
Merging System Records on the Patient EDM
To Unmerge two Merged Patient Profiles
Unmerging System Records on the Patient EDM
To Unmerge two Merged System Records
Learning About Patient EDM Reports
Patient EDM Production Reports
Patient EDM Search Result Reports
Configuring Patient EDM Reports
Masked Data and Patient EDM Reports
The Patient EDM is a web-based application, which means you access the application through an internet browser. The Patient EDM uses standard web-based features, such as hyperlinks, data fields, and action buttons, to help you enter information and navigate through the different Patient EDM pages. The following topics provide basic information about the design of the Patient EDM and logging in to and out of the application.
Before you can use the Patient EDM, you must first log in to the application by entering the correct URL in your web browser, and then specifying your login ID and password. Make sure you have a user ID and password for Oracle Java CAPS Master Patient Index before logging in. The application server running Oracle Java CAPS Master Patient Index must be started before you can log in to the Patient EDM.
The URL for the Patient EDM is:
http://host:port/app_nameedm
where
host is the name of the server machine.
port is the port number used by the Patient EDM.
app_name is the name of the Oracle Java CAPS Master Patient Index application (typically, app_name is Person) .
The port number for the GlassFish Application Server is listed in the domain.xml file in the http-listener element without security enabled (8080 by default). The domain.xml file is located in app_server_home\domains\domain_name\config. If the server is configured for Secure Sockets Layer (SSL), the URL is:
https://host:port/app_nameedm
For SSL, the port number is listed in domain.xml file in the http-listener element with security enabled (8181 by default).
The Login page appears.
Figure 2 EDM Login Page
The initial page appears. (By default, the initial page is the Search page, but this is configurable.)
Note - After a certain period of inactivity, the Patient EDM automatically logs off and returns you to the Login page when you try to perform an activity on the Patient EDM. Simply reenter your user name and password to access the Patient EDM again. The system administrator can set the inactivity period at the server level in the session-timeout element of default-web.xml (in logicalhost_home\is\domains\domain_name\config) or at the application level in web.xml in the Oracle Java CAPS Master Patient Index application .war file (located in the deployment .ear file) or in the deployment folder itself. The application level overrides any values set at the server level. The default inactivity period is 30 minutes.
Security for the Patient EDM is defined at the function level. You might not be able to perform all the functions described in this guide depending on the security permissions you are assigned. For more information about functions you can perform, see your system administrator.
The Patient EDM provides hyperlinks and command buttons to help you access and move through the Patient EDM pages. When you place the cursor over links and images on the Patient EDM pages, tooltips appear to provide additional information. Information is also provided to facilitate the use of screen readers and other assistive technology.
The actions you can perform on the Patient EDM are grouped into five primary functions: Person Search, Matching Review, History, Create System Record, and Reports. The main menu on all Patient EDM pages provides hyperlinks to each of these functions, as shown in Figure 3. The first page to appear for each function, except the Create System Record function, is a search page. The names of these headings can be modified for your application.
Figure 3 Main Menu Navigation Tools
Person Search – The Person Search function allows you to perform a search for a patient profile or set of patient profiles in Oracle Java CAPS Master Patient Index. From the associated pages, you can compare two patient profiles, compare records in one patient profile, view all information for one patient profile, update a patient profile, view a transaction history of a patient profile, view a patient’s potential duplicates, or merge patient profiles or system records.
Matching Review – The Matching Review function allows you to perform a search for potential duplicate profiles or for any profiles that were updated by an assumed match. From the associated pages, you can compare, merge, or resolve potential duplicate profiles, and you can view and reverse assumed match transactions.
History – The History function allows you to perform a search for transaction histories or audit log entries. From the Transaction History pages, you can compare information about a patient before and after a transaction occurred, select patient profiles to unmerge, and view a merge history for a patient profile. From associated Transaction History pages, you can unmerge patient profiles. The audit log pages allow you to view information about transactions in which data about a patient was accessed through the Patient EDM.
Create System Record – The Create System Record function allows you to create new patient profiles by creating a system record. When you save the information in the system record, Oracle Java CAPS Master Patient Index automatically generates the SBR using the survivor calculator.
Reports – The Reports function allows you to display and print reports about certain transactions performed from both the Patient EDM and from messages sent in from external systems. For information on configuring reports, see Understanding Oracle Java CAPS Master Index Configuration Options (Repository). For information about running reports from a command line, see Maintaining Oracle Java CAPS Master Indexes (Repository).
When you perform a search for patient information using the Person Search, History, or Matching Review functions, information appears in three different pages. The Search page displays the fields you can use as search criteria, the Search Result page displays a list of search result profiles, and the detail pages display the patient profiles you select from the results list. Once you perform a search, you can navigate back through these pages using the hyperlinks provided in a secondary menu below the main menu, as shown in Figure 4. The Matching Review page for potential duplicate searches includes an additional results page called the Associated Records page.
Figure 4 Search Page Navigation Tools
The behavior of the commands on the secondary menu for Person Search, Matching Review, and History is described in Table 2.
Table 2 Secondary Menu Navigational Tools
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The detail pages display an EUID tree view of the patient profile on the left and the detailed information for the selected tree-view object on the right. If you are viewing a comparison of patient profiles, the tree views appear in the outer sections of the page, with the detailed information in the center. Figure 5 illustrates the View/Edit page and shows the tree view on the left with the person object of the SBR selected. The detailed information displayed on the right is associated with the selected patient profile. When you select a different object from the tree view, the detailed information in the right portion of the page changes accordingly.
Figure 5 Sample View/Edit Page
Before you exit the Patient EDM, make sure you have saved any changes. To exit the Patient EDM, click Logout in the upper right corner of the page. The Login page reappears.