Sending Patients: Difference between revisions

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'''Sending Patients''' is the process of using the [[CCMDB.mdb]] to export the data that has had the [[RecordStatus field]] set to "complete" to the [[Output for TMSX and MedTMS#Data Format |format]] that can be imported into [[TMSX]].
Data collectors "send" the data from [[CCMDB.accdb]] to [[Centralized_data.accdb]] 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==
{{:Designated sending times}} <!-- edit at [[Designated sending times]] -->
*'''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.
 
{{Discuss| Task
* Can we again revisit the pros and cons of sending only when working on site against sending from home? There is always a need of updated data and I do not want to be emailing everyone to send when data are needed.  This can be solved by sending in all days the collector works regardless  onsite or from home during the assigned time slots. In addition, I think this practice of submitting data frequently  will also mean lesser new data on the laptop if unfortunate incident happens on the laptop and there is a need to re-enter data again. Do we still experience problem in sending when we set up the sending time schedule by site?  --[[User:JMojica|JMojica]] 16:37, 2 December 2025 (CST)
** Sure, let's discuss. As far as I know, the following errors related to sending: [[Error "Invalid SQL statment..." when sending]], [[Error "Unrecognized database format" when sending]], [[Error: Centralized data.mdb not found. Contact the main office and find out if it is off-line right now.]]. I might be missing others. Sending from home takes considerably longer and has led to more errors. The fact that it takes longer requires longer send windows and reduces Pagasa's time to clean the data. When errors do happen and we need to recover this also takes significant time on Pagasa's part. AFAIK failure of the data set on the collector's laptop is very rare, I can't remember the last time I helped someone recover from that.
:: There might be ways to make sending faster or more reliable. This would take a fair bit of analysis and testing.
:: One reason I have not pursued this is the prospect of re-platforming. A cloud based system would eliminate sending; it might cause new process tangles but that's a different topic. So it would be good to have an idea of the time horizon for this to decide if the work to mitigate the errors and reduce sending restrictions is worth it.
:: It might be possible to find a compromise that re-balances risk and benefit. [[User:Ttenbergen|Ttenbergen]] 01:19, 3 December 2025 (CST)
}}


== Ongoing preparation during collection ==
== Ongoing preparation during collection ==
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== Sending Data ==
== Sending Data ==
The day to send data is '''''Wednesday'''''or Thursday up to 13:00 hrs. 
You cannot send on Monday, Tuesday or Friday because the main office is processing and doing QA checks and edits etc on the master database which is pulled off the Regional Server on these days.
To send:  
To send:  
* run [[News and Backup]] so you have a backup with the most possible information & also the latest CCMDB.mdb
* 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]]
* 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
* 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.


===INFORMATION PERTINENT TO NEW A4 LAPTOP===
== Deleting Sent Patients ==
{{discussion}}
* 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.
*When the "send" button is pressed, a "security violation" message shows up. Press "open". A new message saying "security violation" will show, again press "open". This will happen many times (5 - 6 times). Just keep opening the file message until no more messages show up. Once they are all open, your data will download. This will eventually not be required once all quirks are found and worked out.--[[User:CMarks|CMarks]] 13:44, 2014 January 8 (CST)
* For PHIA reasons you should not keep "sent" patient records on your laptop.
** Con, if this is still an issue, please let me know. If not, please delete this section. Ttenbergen 14:07, 2014 August 18 (CDT)


== Paperwork ==
== What happens when patients are sent ==
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]].
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.
* 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.accdb]]


The following forms are sent:
== Error messages during sending ==
* TISS
Occasionally you will get an error during sending and Access will start an email message for you to send to the office.
* Green Sheets
* the previous months log sheets are sent with the first envelope of the new month


===Sending TISS sheets for patients still in the ICU===
'''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.'''
*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. 
*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 [[Sent Report]] 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 [[Sent Report | 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 ==
'''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.
see [[Delete Sent Patients button]]
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 that 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 ==
See the "Sending" module in [[CCMDB.mdb]] itself for info on what happens when data is sent.  


== see also ==
== Related articles ==  
[[Survey about deleting files after sending]]
{{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 01:19, 3 December 2025

Data collectors "send" the data from CCMDB.accdb to Centralized_data.accdb 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.accdb the time during which collectors are able to send is limited as follows:

  • when working from hospital site: Monday to Friday 07:00-09:30 and 14:00-16:15
  • sending should be done every day a collector is working on site
  • Sending should only be done when on site and on the network. (no sending from home)
  • Only 1 laptop can send at any given time, so sites need to coordinate this amongst themselves
    • SBGH- will be assigned sending between 0700-0900
    • HSC – will be assigned sending between 0900-0930 and 1400-1515
    • GGH – will be assigned sending between 1515-1615
  • If there is a special circumstance where you need to send outside of the assigned time, the collector is to email the site that is assigned that time slot to verify no one else is sending or negotiate a time to send.


  • 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.
Task
  • Can we again revisit the pros and cons of sending only when working on site against sending from home? There is always a need of updated data and I do not want to be emailing everyone to send when data are needed. This can be solved by sending in all days the collector works regardless onsite or from home during the assigned time slots. In addition, I think this practice of submitting data frequently will also mean lesser new data on the laptop if unfortunate incident happens on the laptop and there is a need to re-enter data again. Do we still experience problem in sending when we set up the sending time schedule by site? --JMojica 16:37, 2 December 2025 (CST)
There might be ways to make sending faster or more reliable. This would take a fair bit of analysis and testing.
One reason I have not pursued this is the prospect of re-platforming. A cloud based system would eliminate sending; it might cause new process tangles but that's a different topic. So it would be good to have an idea of the time horizon for this to decide if the work to mitigate the errors and reduce sending restrictions is worth it.
It might be possible to find a compromise that re-balances risk and benefit. Ttenbergen 01:19, 3 December 2025 (CST)
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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 that 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: