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THISIS Core Functions Guide

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THISIS Core Functions Guide THISIS Core Functions Guide Last Updated: 3/27/2018 Confidentiality This document is being provided to the user by Consilience Software with the explicit understanding that the contents shall not be divulged to any third party without written consent from Consilience Software. Texas Department of State Health Services (DSHS) has permission to modify this manual to conform with the customized version of Maven, referred to as THISIS, purchased from Consilience. Disclaimers The information contained in this document is the proprietary and exclusive property of Consilience Software, Inc. except as otherwise indicated. No part of this document, in whole or in part, may be reproduced, stored, transmitted, or used for design purposes without the prior written permission of Consilience Software, Inc. The information in this document is provided for informational purposes only. Consilience Software, Inc. specifically disclaims all warranties, express or limited, including, but not limited, to the implied warranties of merchantability and fitness for a particular purpose, except as provided for in a separate software license agreement. Privacy Information This document may contain information of a sensitive nature. This information should not be given to persons other than those who are involved directly in the project being proposed and directly employed by the customer to whom the project is being proposed. Copyright 2006-2015 © Consilience Software, Inc. All rights reserved. This document or any part thereof may not, without the written consent of Consilience Software, Inc., be copied, reprinted or reproduced, in any material form including but not limited to photocopying, transcribing, transmitting, or storing it in any medium or translating it into any language, in any form or by any means, be it electronic, mechanical, xerographic, optical, magnetic, or otherwise distributed. This manual has been adapted specifically to DSHS for training purposes with permission. Note that Consilience Software, Inc. is now part of Conduent. 2 A note to users In this manual, bold is used to signify vocabulary terms or field and features in the system. Many of these terms can be found in the glossary. Italics is used to emphasize important points of instruction. 3 Table of Contents Chapter 1 THISIS Overview .............................................. 8 1.2 Overview of THISIS ........................................................ 8 1.3 Users, Roles, and Groups ................................................ 9 1.4 Logging in to THISIS Main Application ............................ 10 1.4.1 Logging In to THISIS .............................................. 11 1.4.2 Rules for Usernames and Passwords ......................... 12 1.4.3 Changing Your Password ......................................... 12 1.4.4 Logging Out .......................................................... 13 1.5 Main and Administration Applications .............................. 14 Chapter 2 Navigating the THISIS Dashboard .................. 15 2.1 The THISIS Splash Screen ............................................ 15 2.2 The THISIS Dashboard ................................................. 16 2.3 Shortcut Buttons .......................................................... 18 2.4 Free-Text Search ......................................................... 19 2.5 Toolbar ....................................................................... 20 2.5.1 Toolbar Buttons ..................................................... 20 2.6 Section 508 Compliance and Keyboard Shortcuts ............. 21 2.7 The Event Summary Section.......................................... 22 2.7.1 Basic Information Fields .......................................... 23 2.8 Person-Centric Dashboard View ..................................... 24 2.9 Copying an Event ......................................................... 27 2.9.1 Copy Event Fields ................................................... 29 2.10 The Tabs ................................................................... 29 2.10.1 The Tabs ............................................................. 30 2.11 The Event Data Tab .................................................... 31 2.11.1 Question packages ............................................... 32 2.11.2 Question package table fields ................................. 33 2.11.3 Entering data in a question package ....................... 34 4 2.11.4 Picker-type questions ............................................ 36 2.11.5 Picker results preview .......................................... 38 2.11.6 Saving the data.................................................... 39 2.12 The Lab Results Tab ................................................... 40 2.12.1 Lab Results Categories .......................................... 41 2.12.2 Adding, Editing, and Saving Lab Results .................. 42 2.12.3 Electronic Lab Results (ELR's) ................................ 45 2.13 The Concerns Tab ...................................................... 46 2.13.1 Concerns Fields .................................................... 47 2.13.2 Adding a Concern ................................................. 47 2.13.3 Resolving Concerns .............................................. 49 2.14 The Persons Tab ......................................................... 49 2.15 The Tasks Tab ........................................................... 50 2.16 Event History Tab ....................................................... 51 2.16.1 Event History Fields .............................................. 52 Chapter 3 Working with Events in THISIS ...................... 53 3.1 Understanding Events ................................................... 53 3.2 Creating an Event ........................................................ 54 3.2.1 Choosing a Record Type or Product .......................... 55 3.2.2 Searching for Person Information ............................. 56 3.2.3 Entering Person Information .................................... 58 3.2.4 Saving the Event .................................................... 59 3.3 Recent Events ............................................................. 60 3.3.1 Recent Events Fields ............................................... 60 3.4 Searching for an Event ................................................. 61 3.4.1 Search Event Fields ................................................ 64 3.5 Locked Events ............................................................. 65 Chapter 4 Working with Party Information ..................... 67 4.1 Person Information....................................................... 67 5 4.1.1 Modifying Person Information .................................. 67 4.1.2 The Persons Tab .................................................... 67 4.1.3 The Edit Person Screen ........................................... 68 4.1.4 Using the Person Sub-Tabs ...................................... 69 Chapter 5 Managing the Workflow Queue and Tasks ...... 75 5.1 Workflow Queues ......................................................... 75 5.1.1 Workflow Queue Screen .......................................... 76 5.1.2 Workflow Details Screen ......................................... 80 5.1.3 Event Workflows .................................................... 82 5.1.4 Filtering and Exporting Workflow Details ................... 83 5.1.5 Review Report Workflows ........................................ 85 5.2 THISIS Tasks .............................................................. 86 5.2.1 Creating and Assigning a New Task .......................... 89 5.2.2 Non-Event-Specific Task ......................................... 92 Chapter 6 Managing Deduplication ............................... 103 6.1 Deduplication ............................................................ 103 6.2 Avoid Creating Duplicate Persons ............................... 104 6.2.1 Potential Matches ................................................. 107 6.3 The Deduplication Process ........................................... 111 6.3.1 Person Deduplication ............................................ 111 6.3.2 Deduplicate Persons ............................................. 112 6.3.3 Event Deduplication .............................................. 116 6.3.4 Deduplicate Events ............................................... 117 6.4 Question Package Merging - Event Deduplication ........... 120 6.4.1 Multi-select and Repeatable Questions .................... 122 6.5 Manually Invoking Deduplication .................................. 123 6.6 Unmerging Parties and Events ..................................... 124 6.6.1 Unmerging Cases ................................................. 124 6.6.2 Unmerging Parties ................................................ 126 6 Chapter 7 Printing, Reporting, and Adding Attachments128 7.1 Printing Documents .................................................... 128 7.1.1 Event Print .......................................................... 130 7.1.2 Bulk Actions ........................................................ 130 7.2 THISIS Reporting ....................................................... 130 7.2.1 Viewing Reports ................................................... 130 7.2.2 Exporting Report Results ....................................... 134 7.2.3 Queued Reports ................................................... 135 7.2.4 Viewing Published External Reports ........................ 136 7.3 Attaching Files ..........................................................
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