Sending Patients: Difference between revisions

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{{Discussion}}
Data collectors "send" the data from [[CCMDB.accdb]] to [[Centralized_data.mdb]] and [[PHI.mdb]].
==Survey Deleting files after sending==
Hi-We are working towards the new data repository and need some feedback.  
Please indicate which process you follow in your area to delete send files. You can choose one or more.  There is no right answer.  This is will help us determine processes related to new repository system. Thanks![[User:TOstryzniuk|Trish Ostryzniuk]] 16:38, 2013 April 10 (EDT)
Do you:
#delete files from laptop right after you send each week?
#delete sent files from your laptop a couple of days after you send?
#delete your previous weeks sent files from your laptop ''just before you send new ones'' on the following week?
#keep previous weeks send files on your laptop for a couple of weeks or more before you delete them from your laptop? 
#Other method – please specify
#*Example: Trish: #1 & #2


*MaryLou W.- 1
== Email Notification to suspend sending ==
*Lois B.- 1&2
At times, there are unexpected issues with the main database. Main office notifies staff by email to suspend sending operations and will send an updated email when the problem is resolved'''It is important that Collectors check their email at the beginning of each shift AND before sending.'''
*Lorri P. 1 and 2(primarily)
*Louis L.- 2
*Laura K.- 2  
*Gail H.- 2
*Pat S - 2
*Joyce P. - 2 (usually deleted the following Monday after sending)
*Joycelynn T.- 2&3 (usually a day before I send)
*Judy K. - 2&3
*Dawna B.- 2&3
*Marie L.- 2&3
*Elaine N.- 3 & Occasionally 2
*Marla P.- 3
*Con M.- 3
*Shirley K.- 3


{{Discussion}}
==Data Collector Sending Frequency==
*Debbie PN - ? (vacation)
{{:Designated sending times}} <!-- edit at [[Designated sending times]] -->
*Joyce P. - ? (vacation)
*'''Do not send outside these hours''' unless requested by main office.
 
*'''Don't cut it close''' - if you have come really close to the end of the send window and might not '''finish sending''' before the window closes, just don't send and let Pagasa know. If you are still sending while Pagasa [[pull]]s the data we get discrepancies that need to be resolved. It's easier if we just know you didn't get to it and can organize to have you send later if needed.  
 
*At each send, [[Minimal Data Set]] applies.
'''Sending Patients''' is the process of using the [[CCMDB.mdb]] to export the data collected patients that has been [[final checked]] to the [[Output for TMSX and MedTMS#Data Format |format]] that can be imported into [[TMSX]].
 
== Wednesday is the weekly sending day ==
The day to send data is Wednesday.
 
If for some reason you cannot send data on Wednesday, you may send on Tuesday but you must call [[Data Processor|Pagasa]] prior to sending data. You cannot send on Monday, Thursday, or Friday because the main office staff are using the Regional Server on these days to process the data.
[[User:PTorres|PTorres]] 17:32, 2012 October 30 (EDT)


== Ongoing preparation during collection ==
== Ongoing preparation during collection ==
Whenever you complete collection for a patient, [[Final Check]] them. This runs some routines to check the data and marks the patient for export during the next send.  
Whenever you complete collection for a patient, set the [[RecordStatus field]] to "complete". This runs some routines to check the data and marks the patient for export during the next send.  


At any point during collection you might want to run the [[Pre-send Checker]] to find errors in your data. This will check on some of the data that we send for patients even if they are not final checked. If you run this occasionally during your collections then your chances of running into errors when you are ready to send become less.
At any point during collection you might want to run the [[Pre-send Checker]] to find errors in your data. This will check on some of the data that we send for patients even if they are not final checked. If you run this occasionally during your collections then your chances of running into errors when you are ready to send become less.


== Sending Data ==
== Sending Data ==
 
To send:  
To send on [[#Wednesday is the weekly sending day | Send Day]]:  
* run [[News and Backup]] so you have a backup with the most possible information & also the latest [[CCMDB.accdb]]
* run [[News and Backup]] so you have a backup with the most possible information & also the lastest ccmdb.program.
**NOTE: News and backup does not update the master database. Only the action of ''sending'' does.
* check that all patients whom you want to send are  [[Final Check]]ed in [[Patient List]]
* check that all patients whom you want to send have the [[RecordStatus field]] set to "complete" in the [[Patient List]]
* click the Send Records button  
* click the Send Records button  
* enter [[batch sent number]] which is one higher than the last batch sent
* click "OK" and put in your [[initials]] (see that article on information to default the initials to your own)
* click "OK" and put in your [[initials]] (see that article on information to default the initials to your own)
* reformat and notes for PDA_Status.csv
* After sending is complete, exit out of [[CCMDB.accdb]] and run [[News and Backup]] once again to create a backup of the patients files now remaining in your [[CCMDB data.mdb]].
** click Format, Column, Autofit, click, 
** discharges not sent will come up false
** click on G and type '''reason not sent'''
***  We are not gathering this information simply to hound collectors.  This important information is for the [[Statistician]].  She uses it to determine if she can release stats for regular reports and special projects. By knowing what is still out there and not sent in yet, she can make these type of decisions and also advise those requesting, exactly what the status of the files are. Decisions are made about analysis based on this important piece of data that we require each week. -[[User:TOstryzniuk|TOstryzniuk]] 22:44, 21 January 2010 (CST)
**** To do that we would only need to know '''''that''''', not why. Why do we need to know reasons? [[User:Ttenbergen|Ttenbergen]] 17:59, 21 July 2011 (CDT)  {{discussion}}
** exit and say yes to save all
*Optional choice for to keep a record of batches sent by printing the [[Sent Report]] from ACCESS after sending which lists serial numbers and names of the patients in the sent file. Write at the top of the sheet the batch number and date sent.  This sheet gets filed in a folder for future reference.
* check your output data immediately after sending to make sure it is on the regional server, i.e. the corresponding folder will open automatically. file names in the output folder are automatically generated by Access following the [[sent files naming conventions]]; if the file is not there, contact [[Tina Tenbergen | Tina]] or [[Trish Ostryzniuk | Trish]]
**{{discussion}} How ''often'' does a file not get across properly? Is this worth checking each time? If so, I should change the send function in CCMDB.mdb so the file gets opened automatically... But: if this is '''rare''' we should not clutter the process. I think this question will require input from Trish... [[User:Ttenbergen|Ttenbergen]] 11:26, 15 October 2010 (CDT)
*** How often does a file not get sent without an error being created in CCMDB.mdb? If this is common, I'll need to find out why. If it's rare, then is the "check" step necessary? [[User:Ttenbergen|Ttenbergen]] 17:59, 21 July 2011 (CDT) {{discussion}}
* do not call Pagasa to check for you, if you can see it, it's there
* if the output checked out OK you can sent patients (who now have "sent" in their [[Record field]]) by pressing the '''[[Delete Sent Patients button]]'''. The program tells you how many rows are being deleted.
**Tina, the program used to tell us how many rows were being deleted but that has not been the case for a long time. It would be nice to know the actual because it provides us with a quick & easy check to verify number of files deleted and it is an easy cross reference at the same time.--[[User:CMarks|CMarks]] 08:05, 29 August 2011 (CDT)
*** added to [[Requested CCMDB changes for the next version]] [[User:Ttenbergen|Ttenbergen]] 08:53, 29 August 2011 (CDT)
* run [[News and Backup]] once again to create a backup of the patients files now remaining in your data/ccmdb.mdb.


== Paperwork ==
== Deleting Sent Patients ==
Paperwork is sent through the interhospital mail (MCL) and arrive with 1 to 2 days after electronically sending in the CSV files to the [[Regional Server]].
* profiles should be deleted the next shift that the collector works, you can delete sent patients (who now have "sent" in their [[Record field]]) by pressing the '''[["Delete Sent Patients" button]]'''. The program tells you how many rows are being deleted.
* For PHIA reasons you should not keep "sent" patient records on your laptop.


The following forms are sent:  
== What happens when patients are sent ==
* TISS
See the "Sending" module in [[CCMDB.accdb]] itself for info on what happens when data is sent.
* Green Sheets
As of 17:18, 2015 April 30 (CDT) the order of steps inside the process is as follows. Listed here to help in troubleshooting.
* the previous months log sheets are sent with the first envelope of the new month
* check for previously completed (ie no longer incomplete) records, quit if any found
* send [[centralized_data.mdb]]
** update, then append
** delete then update the other [[L-tables]]
** append new [[L-tables]]
* send phi xls
* set [[RecordStatus field]] to sent in local [[L_Log table]]
* set [[RecordStatus field]] to sent in [[Centralized data.mdb]]


===Sending TISS sheets for patients still in the ICU===
== Error messages during sending ==
*Since the change to the new TISS 28, we are now doing a 2300 hrs snapshot of central lines, trachs, ventilators and bipap  (#46-49 on sheet) for important projects. 
Occasionally you will get an error during sending and Access will start an email message for you to send to the office.  
*If you have a patient that is in your ICU for more than 14 days, please send the oldest completed TISS forms in advance in your weekly package. You can keep the current sheet and the sheet just previous to that one.  Only send the other sheets if they are completed and you are done with checking them. 
*The reason for this is so that Pagasa can scan these forms and keep up to date with reporting these 2300 counts. 
*When you send a completed sheet on a patient prior to the patient's discharge from your unit, please keep track of this.  This can be done by writing the tiss serial # on your send log list for the day you send, or you can write this information in the pt profile laptop note section.  --[[User:LKolesar|LKolesar]] 11:42, 2013 April 24 (EDT)
** which send log list is this? Are all sites using this consistently? Last thing we want is people moving back to paper... Ttenbergen 13:02, 2013 April 24 (EDT) {{discussion}}
**The send log is the patient list that is generated by CCMDB after sending. If data collectors do not print this sheet, then use the note section of the patient profile on the laptop to record when tiss sheets are sent to Pagasa early.--[[User:LKolesar|LKolesar]] 16:03, 2013 April 25 (EDT)


== Deleting Sent Patients ==
'''Short version''': when an error generates an email, please do send us these emails, even if it seems like sending went through. '''You don't need to delay going home after you send that email, further communication about this can happen at the next shift.'''
see [[Delete Sent Patients button]]
 
'''Long version''': We have suspected for some time that there are occasional glitches during sending that are not evident from looking at the data. The send process still completes, and the records are still set to "sent", but not everything is getting to the centralized repository as it should. So, we changed our program to trap more errors and to make it as easy as possible to pass them on to us. We need those emails to understand the patterns of these problems, even if all the data is sent, to find out how common these problems are and whether we need to change the program and/or our processes further to prevent the underlying problem. Most of the time Pagasa will check and let you know that all was sent correctly and you can delete the data.
You do not necessarily need to wait around after you send the email, just don't delete the batch of data you sent. If something went wrong with it, next day re-send will usually be quick enough. So, really, sending this email should not add to your time spent, so there is no reason not to send it.


== Keeping sent patients for reference ==
== Checks hat people are sending inside the [[Designated sending times]] ==
If you need to keep sent patients on your laptop for reference, you can do so and will still be able to send new "complete" patients. For PHIA reasons you should not keep excessive patient records, though, we should really only have the current working set on the laptops.  
[[CFE]] query ''Sending_at_wrong_time'' will show who sends out of the [[Designated sending times]].


== What happens when patients are sent ==
== Related articles ==  
See the "Sending" module in [[CCMDB.mdb]] itself for info on what happens when data is sent.
{{Related Articles}}




[[Category: IT Instructions]]
[[Category: IT Instructions]]
[[Category: Data Collection Guide]]
[[Category: Data Collection Guide]]
[[Category: Sending]]
[[Category:Laptop identifier]]

Latest revision as of 09:22, 2022 June 3

Data collectors "send" the data from CCMDB.accdb to Centralized_data.mdb and PHI.mdb.

Email Notification to suspend sending

At times, there are unexpected issues with the main database. Main office notifies staff by email to suspend sending operations and will send an updated email when the problem is resolved. It is important that Collectors check their email at the beginning of each shift AND before sending.

Data Collector Sending Frequency

Because the Data Processor needs dedicated access to Centralized_data.mdb the time during which collectors are able to send is limited as follows:

  • when working from hospital site: Monday to Friday 14:30-18:00
  • when working from home: Monday to Friday 07:00-09:00
  • Do not send outside these hours unless requested by main office.
  • Don't cut it close - if you have come really close to the end of the send window and might not finish sending before the window closes, just don't send and let Pagasa know. If you are still sending while Pagasa pulls the data we get discrepancies that need to be resolved. It's easier if we just know you didn't get to it and can organize to have you send later if needed.
  • At each send, Minimal Data Set applies.

Ongoing preparation during collection

Whenever you complete collection for a patient, set the RecordStatus field to "complete". This runs some routines to check the data and marks the patient for export during the next send.

At any point during collection you might want to run the Pre-send Checker to find errors in your data. This will check on some of the data that we send for patients even if they are not final checked. If you run this occasionally during your collections then your chances of running into errors when you are ready to send become less.

Sending Data

To send:

  • run News and Backup so you have a backup with the most possible information & also the latest CCMDB.accdb
    • NOTE: News and backup does not update the master database. Only the action of sending does.
  • check that all patients whom you want to send have the RecordStatus field set to "complete" in the Patient List
  • click the Send Records button
  • click "OK" and put in your initials (see that article on information to default the initials to your own)
  • After sending is complete, exit out of CCMDB.accdb and run News and Backup once again to create a backup of the patients files now remaining in your CCMDB data.mdb.

Deleting Sent Patients

  • profiles should be deleted the next shift that the collector works, you can delete sent patients (who now have "sent" in their Record field) by pressing the "Delete Sent Patients" button. The program tells you how many rows are being deleted.
  • For PHIA reasons you should not keep "sent" patient records on your laptop.

What happens when patients are sent

See the "Sending" module in CCMDB.accdb itself for info on what happens when data is sent. As of 17:18, 2015 April 30 (CDT) the order of steps inside the process is as follows. Listed here to help in troubleshooting.

Error messages during sending

Occasionally you will get an error during sending and Access will start an email message for you to send to the office.

Short version: when an error generates an email, please do send us these emails, even if it seems like sending went through. You don't need to delay going home after you send that email, further communication about this can happen at the next shift.

Long version: We have suspected for some time that there are occasional glitches during sending that are not evident from looking at the data. The send process still completes, and the records are still set to "sent", but not everything is getting to the centralized repository as it should. So, we changed our program to trap more errors and to make it as easy as possible to pass them on to us. We need those emails to understand the patterns of these problems, even if all the data is sent, to find out how common these problems are and whether we need to change the program and/or our processes further to prevent the underlying problem. Most of the time Pagasa will check and let you know that all was sent correctly and you can delete the data. You do not necessarily need to wait around after you send the email, just don't delete the batch of data you sent. If something went wrong with it, next day re-send will usually be quick enough. So, really, sending this email should not add to your time spent, so there is no reason not to send it.

Checks hat people are sending inside the Designated sending times

CFE query Sending_at_wrong_time will show who sends out of the Designated sending times.

Related articles

Related articles: