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| Since [[PatientFollow Project]] assignments are based on the Service Start DtTm (collected as [[Service tmp entry]]), the transition is based on of the Service Start/Change dttms. | | Since [[PatientFollow Project]] assignments are based on the Service Start DtTm (collected as [[Service tmp entry]]), the transition is based on of the Service Start/Change dttms. |
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| == Process for the collector who will no longer be collecting the chart number ending == | | == Process for collectors == |
| * enter all available [[Dispo DtTm]]s for any profiles
| | CSS will show records based on the dates of the assignment change and the dates of the service change. No action should be required from collectors to make this happen. |
| * do a [[News and Backup]] and let the collector who will take over the numbers know when done
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| * delete profiles that '''don't have a [[Dispo DtTm]]''' for numbers that are moving to the other laptop; you will need to finish the profiles that are discharged by this point
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| * let the [[Data Processor]] know which Pat_IDs you deleted to help them reconcile [[Orphans in Centralized data.mdb]]; also let the receiving collector know to help them confirm they are keeping those records.
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| == Process for the collector who will now be collecting the chart number ending ==
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| * copy the most recent backup of the "donating" [[CCMDB_data.mdb]] (from [[Regional Server]]/data, pick the one without a number) to your desktop
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| * open that file with your usual password
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| * delete the records you don't need to copy:
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| ** open the L_Log table
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| ** sort by LastName and delete all blanks (those are [["Delete Sent Patients" button#Logical delete |logically deleted profiles]])
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| ** sort by Pat_ID and delete all records that are '''not''' moving to the receiving laptop
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| {{Collapsable
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| | always= alternative with query that might be faster but is more technical
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| | full=
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| * create a new query and paste the following into it:
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| <code>
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| SELECT L_Log.Pat_ID, [pat_ID] Mod 100 AS ending, L_Log.Dispo_DtTm
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| FROM L_Log
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| ORDER BY [pat_ID] Mod 100;</code>
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| * run that query and delete the profiles that are not in your new number range
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| * re-sort the query and also delete the profiles that have a [[Dispo DtTm]] before today}}
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| * change the [[Pat_ID]]s to be their negative counterpart so they will not conflict with records already in [[CCMDB.accdb]] or in [[Centralized data.mdb]]
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| ** create and run the following query: <code>UPDATE L_Log SET L_Log.Pat_ID = [Pat_ID]*-1;</code>
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| * copy-paste the remaining records to your home [[CCMDB.accdb]]
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| ** open your usual [[CCMDB.accdb]]
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| ** expand the navigation panel on the left
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| ** open the [[L_Log table]]
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| ** select all rows in the donor [[CCMDB.accdb]]'s [[L_Log table]] and copy-paste them to your home one
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| ** close the two tables
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| ** open the each table that starts with an "L_" on both laptops and copy-paste their content as well
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| * check that all records sent by the original collector are now on your laptop
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| * [[Send]] to test that your [[Pat_ID]]s don't cause problems.
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| ** it could be that a number you just set up is already present in CFE. If so, sending will generate an error "At least one of the patients you are sending already exists in the Centralized_data as a complete patient." In that case change the offending [[Pat_ID]]s.
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| == Process for [[CCMDB.mdb]] to change assignments == | | == Process for [[CCMDB.mdb]] to change assignments == |