Centralized data Vetting Process

• need to make sure all in Data Appending Process is addressed.

Pull data

• "Pull" Centralized data.mdb

prep CFE for use

• Double click to open Centralized_data_front_end.mdb
• click Reconnect

Pre-linking (PL) checks

Processor to complete all PL every "Tuesday" before end of day and then email Manager and Statistician that all PL's are completed, corrected and vetted.

Use Centralized data front end.mdb "PL" (Pre-linking) queries and fix data as needed; if a patient shows up in one of the queries fix if possible; if question to collector is required, set RecordStatus field to "questioned"

As of Dec 9.14 - processor to put in beginning of NOTES" the following: Question:date sent: what question was asked.

• if question is resolved she removes the notes when she reset record status from Question, back to SENT.

Template:Discussion record status is automatically set to question if Process uses the paste clip button (not sure what it is called?). Change of record status should only apply to SENT patients. Currently it is being automatically applied to incomplete patients, even though processor send questions to collectors when she spot errors, it is confusing........Tina to review with Pagasa.Trish Ostryzniuk 21:01, 2014 December 9 (CST)

Perform the Queries in this order:

1. "PL_1orphans"
2. PL_2Phin Fake or Blank (see Generating PseudoPHINs
3. PL_Diff_Phin_SameLN_FN_DOB
   • Home, Advanced, Advanced Filter/Sort, LastName (double click or drag & drop), Sort by ascending, Home, Toggle Filter what is this? does the query need changing? I am doing that query so that it will group together the same LN and easy to see the error.
     • this should no longer be required because automated today. If that works, please remove the home... point
4. PL_SamePhin_Diff_LN_FN_DOB_Sex
   • Home, Advanced, Advanced Filter/sort, Phin (double click or drag & drop), Sort by ascending, Home, Toggle Filter what is this? does the query need changing?I used this query to group together the same PHIN and easy to see the error.
     • this should no longer be required because automated today. If that works, please remove the home... point
5. PL_SamePHIN_Site_Diff_chart

Set records as vetted

At this point all records with problems will have had the RecordStatus field set to "questioned" so the remaining ones that are set to "sent" are clean and can be set to "vetted".

1. Press the "vet all sent" button.
2. The program will display a count of how many records have each of the recorstatatus possibilities.
   • take note of the "sent" number and click OK
3. The program will tell how many records it is about to update. 'you are about to update ___ rows'
   • If this number is the same as the number of sent records, click OK, if not click cancel and try to figure out what is wrong.
4. This will change all records currently set to "sent" to "vetted".

Push up data

When all processing is done, run Push_up_centralized_data.vbs to return the data to where collectors can add to it.