QIS Pilot - QIES Technical Support Office
Contents
1. 37 Task 14 Export Stage sample data eene 37 Task 15 Import Stage sample data 38 Exercise 4 Complete the Stage survey 39 Task 16 Collect Stage data and enter it in the QIS 39 Task 17 Back up Export Stage survey 40 Task 18 Merge Import Stage survey 41 Task 19 Back up merged Stage survey 42 Training Guide 10 6 06 3 Table of Contents Exercise 5 Prepare for Stage 11 43 Task 20 Process Stage data eene ae 43 Task 21 Print transition forms eee aaa 44 Task 22 Create Stage II sample 44 Task 23 Print initial Stage I forms eerte cet ao ttn 45 Task 24 Assign Stage llas Ks ossi debe ds ee Pei e d te hens 45 Task 25 Print the Stage Il Report ooo prices 46 Task 26 Export Stage II sample data to secondary laptops 47 Task 27 Import Stage Il sample data 48 Exercise 6 Complete the Stage Il Survey 49 Task 28 Collec2. Installation and Setup This exercise will teach you to v Install ASE 8 5Q v Configure QIS in ASE v Create a QIS security group in ACO Training Guide 10 6 06 11 12 10 6 06 QIS Pilot Install and Set Up ASPEN 8 5Q Exercise 1 Install and Set Up ASPEN 8 5Q Components ACO ARO 8 5Q All pilot states will upgrade to ACO 8 5Q A thin install for ACO 8 5Q will be available on the QTSO web site All ROs will upgrade to ARO 8 5Q via third party installation ASE 8 5Q All pilot surveyors will upgrade to ASE 8 5Q and install the QIS DCT 3 0 and MS Access 2000 RTE if Access 2000 isn t already loaded Task 1 Install ASE 8 5Q You will install the Microsoft Access 2000 Runtime Engine RTE if Access 2000 isn t already loaded and the QIS DCT 3 0 along with ASE 8 5Q Before you begin Make sure all applications are closed Optional If you plan to use ASE to connect to Aspen Central Office ACO data stored on the Oracle server you must be sure the Oracle 10g client upgrade has been applied to your machine and that Oracle s TNSNAMES ORA connection file has been properly implemented see the ASPEN 8 1 installation guide for details Due to communication protocols used by the QIS DCT to connect to ASPEN in the current implementation the QIS DCT and Access 2000 RTE files should be installed only to the default folders indicated by the Installer 1 2 3 Training Guide Insert the ASE 8 5Q In
3. A if you are using a floppy and click OK The Stage II survey data file is named Stg2data zip Click OK in the message that appears when the import is complete Repeat this procedure with the data from each secondary laptop to complete the backup merging of Stage II survey data 10 6 06 QIS Pilot Complete the Stage II survey process Task 31 Back up merged Stage II survey data Onsite Primary laptop After you import merge the Stage II survey data from all secondary laptops and complete the Potential Citation Screen you need to create a backup of the merged Stage II survey data on the primary laptop 1 Start the QIS DCT from ASE See Task 8 2 If you are backing up merged Stage II survey data on a floppy disk insert the disk into the floppy drive The backup floppy containing the survey data is labelled 5 Merged S2 Data per the QIS DCT Technical Support Staff User Manual If you are backing up merged Stage II survey data on a flash memory disk rather than a floppy insert it into the primary laptop s USB port 3 Complete steps 3 6 of Task 29 to back up the merged Stage II survey data Task 32 Print the Potential Citation Report Onsite Primary laptop The survey team reviews this report when determining Severity Scope for citations 1 Start the QIS DCT from ASE See Task 8 2 From the Reports menu select Potential Citation Report To print the report click amp Click Close to close the Potential Citation
4. the Stage I Sample screen appears You can view the Admission and Census samples that have been generated The MDS QCis are stored for use in Stage II Li QIS Field Tool Stage I Sample Active Surveyor KA0O1 ALMS KAREN PRIMARY El View Screen Reports Utilities Help sx Which Resident Ust do you want desplarped Resident Pook Admission Sample C Census Semele C Surveyor Intieted Sample Facity Intistad Care Mens for Resident Names Update Census Residents Ducharge Reodnt Resident Add New Resident 2 cd Now Survey Steps Resident In The Facity Resxherk Desharged From Faciity wi Resident In Both Admission and Census Samples 61 Residents In Ust of Al Residents WZTWI 1 08 22 2005 Facility Name Gd fe LU T FF FA 10 6 06 QIS Pilot Prepare for Stage I Task 10 Print initial Stage I forms Offsite Primary laptop 1 Start the QIS DCT from ASE See Task 8 2 From the Reports menu select each of the following options then click amp to print the indicated Stage I forms Click Close to close each report preview screen e New Admit Form option prints the New Admission Information Form The Team Coordinator will provide the New Admission Information Form to the facility upon arrival ask the facility to list all new admissions within the previous 30 days and request that the facility return the completed fo
5. Reconciling the Census Sample and Resident Pool e Printing the revised Census Sample Report e Exporting Stage I sample data to secondary laptops Task 8 Start the QIS DCT from ASE The QIS DCT is used throughout the QIS process to structure and automate data collection and decision making Surveyors can start the QIS DCT on their laptops from ASE The exercises in this section run through the steps in using the QIS DCT to complete the QIS survey process You can also check applicable sections in the QIS DCT Technical Support Staff User Manual QIS DCT Software User Manual and the QIS Surveyor Training Manual 1 Locate and right click a survey on any tab in the Tree view or in the List view and select Citation Manager If the Add Team Member dialog appears it means that you are not a member of the survey team Select the option you want and click Training Guide 10 6 06 31 Prepare for Stage I 2 In the Citation Manager dialog click This button is available only for QIS surveys The QIS DCT splash screen appears and then the Logon Screen 83 Logon Screen 3 Select the applicable Current Surveyor name and Laptop Type 32 10 6 06 QIS Pilot 4 Training Guide Click sees to open the QIS DCT QIS Field Tool Stage Sample Active Surveyor 05638 REUER FRANCIS Secondary M N ALPAUGH JAMES B 06 14 1942 ARGENZIO MARGERY 11 18 1911 BAILES CATHERINE L 01 29 1923 BERGGREN HAROLD L 0
6. import the QIS survey s i e the survey s and MDS data into ASE on their laptops to use with the QIS field tool 10 6 06 QIS Pilot Create a QIS Survey Task 6 Import the survey and MDS data into ASE In order to perform a structured QIS survey encrypted MDS data for the facility involved must be imported into ASE to be processed in the QIS DCT After exporting a QIS survey i e the survey and MDS data for the facility from ACO to a transfer location a floppy you can import it into ASE It is generally imported onto the primary laptop Transfer files are encrypted to protect confidential information as it is transmitted The data must be decrypted upon import into ASE so be sure decryption is enabled before you attempt the import See Task 7 below 1 If you are importing data from a floppy disk insert the disk containing the export transfer file with the QIS survey s you want to import The floppy containing the QIS survey with MDS data for the facility to be surveyed is labelled A ASPEN MDS Data per the QIS DCT Technical Support Staff User Manual a 2 On the ASE toolbar click Import a You should not use Import My Surveys ma to import QIS surveys You will not be prevented from importing QIS surveys but they will be imported as non QIS 3 In the import dialog select Surveys as the Import Type 4 Do one of the following e Select ASPEN Transfer Location and then select the transfer location from the drop
7. time you use the Import function in ASE If decryption is not enabled when you attempt an import you will receive a message To enable decryption you provide the decryption password 1 In ASE select System System Configuration Enable Decryption In the Set Decryption dialog select Enabled and click In the Enable Decryption dialog enter the password and click A message confirms that decryption is enabled U To disable decryption select Disabled in the Set Decryption dialog TIF Each state can configure its own decryption password ACO From the System menu select System Configuration State Customization and enter the system administration password In the State Customization dialog click A Set Ency i and provide the requested information in the Edit Password Dialog Training Guide 10 6 06 27 28 10 6 06 QIS Pilot Training Guide QIS Survey Process These exercises will teach you how to use the QIS DCT to v Prepare for Stage I v Complete the Stage I survey process v Prepare for Stage II v Complete the Stage II survey process 10 6 06 29 30 10 6 06 QIS Pilot Prepare for Stage I Exercise 3 Prepare for Stage I Before arriving at the facility for the survey the Team Coordinator must complete offsite data preparation on the primary laptop This includes e Processing imported MDS data e Printing initial Stage I forms The onsite Stage I preparation tasks include e
8. to blue Y indicating that the resident is discharged from the facility 36 10 6 06 QIS Pilot Prepare for Stage I Task 13 Print revised Census Sample Report Onsite Primary laptop 1 4 Start the QIS DCT from ASE See Task 8 From the Reports menu select Census Sample Click change the Number of Copies to 4 and select OK to print the Census Sample report Provide one copy to each surveyor Click Close to close the Census Sample report preview screen Task 14 Export Stage I sample data Onsite from Primary laptop 1 Training Guide Start the QIS DCT from ASE See Task 8 If you are exporting Stage I sample data to a floppy disk insert the disk into the floppy drive The floppy should be labelled 1 S1 Sample per the QIS DCT Technical Support Staff User Manual If you have a flash memory disk rather than a floppy insert it into the primary laptop s universal serial bus USB port From the Utilities menu select Export Data On the Export Data screen click the Export Stage Sample Data button In the Browse for Folder dialog specify the export transfer location e g A if you are using a floppy and click OK The Stage I sample data file will be saved as Sampdata zip Click OK in the message that appears when the export is complete 10 6 06 37 Prepare for Stage I 38 Task 15 Import Stage I sample data Onsite onto Secondary laptops 1 Start the QIS DCT from ASE Se
9. 0 6 06 63 64 10 6 06 QIS Pilot Training Guide Troubleshooting This section includes v Troubleshooting tips for ASPEN 8 5Q 10 6 06 65 66 10 6 06 QIS Pilot Troubleshooting ASPEN 8 5Q Problem Error Message Can t find FFO1FTags mdb QIS Data mde or QIS Field Data mdb 8 5Q QIS DCT Configuration Cause QIS DCT Field Tool is not installed to the default C Program Files QIS folder Troubleshooting ASPEN 8 5Q Fix Click OK and enter the correct location of the mdb mde file Or run 8 5Q Install again and select the default Destination for QIS Field Tool QIS DCT doesn t start when called from ASE The required file aspen mdb could not be found Access 2000 or 2000 RTE is not installed or path parameter is invalid or empty in QIS Settings ASE No message is sent from DCT indicating Access is missing The ASE database aspen mdb is not installed in the default folder assumed by QIS C Program Files ASE Data Install Access 2000 or 2000 RTE on laptop Or enter correct path parameter in QIS Settings System System Configuration Click OK and enter actual location of aspen mdb in the next dialog Prompt asks you to enter the path to aspen mdb the first time QIS is run The ASE database aspen mdb is not installed in the default folder assumed by QIS C Program Files ASE Data Enter actual location of aspen
10. 2 28 1925 N BISHOP RICHARD D 11 13 1926 n BOHNERT WILLARD B 04 04 1931 BONER BOBBIE E 01 13 1947 M N BOX MILLARD M 08 15 1949 n BOYLE JAMES W 09 10 1938 BOYLE MARJORIE R 12 18 1942 BUFORD FRANK Y 11 25 1938 CANTRALL ROBERT E 06 12 1928 CASSICK LINDA 05 29 1947 If CHASE JOHN M 01 25 1944 n CHAVEZ ODELIA 07 19 1917 CHEATHAM SAMUEL G 12 30 1940 CLARK JUANITA 08 03 1914 CLARKE THOMAS B 10 08 1932 COTTON ALVIN R 08 15 1929 10 6 06 Prepare for Stage I ie OF celule 33 Prepare for Stage I 34 Task 9 Process imported MDS data Offsite Primary laptop The Team Coordinator runs a utility in the QIS DCT that generates Admission and Census samples for Stage I and calculates the MDS QCIs for the MDS data that was imported into ASE see Task 6 The QCIs will be used in Stage II 1 Start the QIS DCT from ASE See Task 8 For Laptop Type select Primary A message displays for several seconds while the QIS DCT generates the Admission and Census samples 2 the Process MDS Data screen that appears click the Process MDS Data Now button A warning message indicates that this process can be quite lengthy 3 Click Yes to calculate the MDS QCIs Depending on the volume of MDS data and the speed of the primary laptop s processor the MDS QCI calculations may take 15 25 minutes After the QCI calculations are complete
11. IS DCT install and proceed to the ASE 8 5Q install step 15 Having versions of MS Access other than 2000 on your machine may cause problems when you run QIS DCT Install Access 2000 RTE Note If you already have Access 2000 on your machine you do not need to install the RTE so you will skip the next two steps 13 On the Microsoft Access 2000 Runtime Ready to Install screen click the button next to Install Now to accept the default folder which should be C Program Files Microsoft Office ART LOffice Do not select Customize to specify another folder for installation of the RTE 14 When you see the message saying Microsoft Access 2000 Runtime Setup completed successfully click Install ASE 8 5Q 15 On the ASE Install screen click N to accept the default Destination location which should be C Program Files ASE Do not select Browse to specify an alternate Destination 16 Click to finish the installation process 17 If you are prompted to restart your computer select Yes to restart now then click Le 18 Click X to close the Installer You will still need to configure QIS see Task 2 below Training Guide 10 6 06 15 Install and Set Up ASPEN 8 5Q 16 Task 2 Configure QIS in ASE In order for ASPEN to know about QIS surveys and data you must specify the paths to QIS field data the QIS DCT executable and the Access 2000 RTE executable The connectivity between ASE t
12. QIS Pilot Citation Manager for Willow Tree Care Center 08 04 2005 08 04 2005 Long Term Care Facilities EA 0284 Discharge Summary E 7 0281 Comprehensive Care Plans 483 20 K 3 0 0282 Comprehensive Care Plans 483 20 K 31i 0283 Discharge Summary 483 20 1 1 2 Preadmission Screening 483 20 m 483 20fe LA 0286 Resident Assessment Use 483 20 d X 0287 Automated Data Processing 483 20 f 0309 Quality Of Care 483 25 X 0310 Activities Of Daily Living 483 25 1 Training Guide for 32 bit Windows operating systems October 6 2006 Information in this training guide is subject to change without notice All brand or product names are trade names service marks trademarks or registered trademarks of their respective companies or organizations Systems Environment Application Development MS Visual C version 7 1 Desktop Database MS Access 2000 or MS Access 2000 RTE Server Database Oracle Enterprise Server version 9 2 0 Oracle Call Interface and Objects for OLE version 10 1 0 0 MS Internet Explorer version 5 5 Service Pack 2 or later to support the integrated Internet browser Optional System Environments MAPI Compliant E mail client to support e mail transfer of survey information This document can be viewed online or printed in a duplex two sided format Blank pages have been inserted as needed for correct pagination in the printed cop
13. Report preview screen Training Guide 10 6 06 51 52 10 6 06 QIS Pilot Training Guide Post survey This exercise will teach you to v Transfer citations from the QIS DCT to ASE v Export a QIS survey and data to ACO v View a QIS survey summary in ACO v Export archived QIS data from ACO Import and view archived QIS data in the QIS DCT 10 6 06 53 54 10 6 06 QIS Pilot Transfer and View QIS Data Exercise 7 Transfer and View QIS Data Task 33 Transfer citations from the QIS DCT to ASE When a QIS survey is complete you can transfer all citations added in the QIS DCT to ASE Or you may elect to add some citations in the QIS DCT load them to ASE add more citations in the QIS DCT upload those to ASE and so on until the QIS survey is wrapped up 1 In ASE locate and right click QIS survey on any tab in the Tree view or in the List view and select Citation Manager If the Add Team Member dialog appears it means that you are nota member of the survey team Select the option you want and click 2 In the Citation Manager dialog click Load w This button is available only for QIS surveys When the process is finished a message indicates if the upload was successful or not The process will fail if there are no citations associated with the survey in the QIS database If successful the QIS citations for the survey are added to the Citations list in Citation Manager and also to the Tre
14. Stage II sample data file is named Sampdata zip 6 Click OK in the message that appears when the import is complete 7 Repeatthis procedure for all secondary laptops to complete the distribution of Stage II sample data 48 10 6 06 QIS Pilot Complete the Stage II survey process Exercise 6 Complete the Stage II survey process Task 28 Collect Stage II data and enter it in the QIS DCT Onsite Secondary laptops For instructions on collecting and entering Stage II data see the following sections in the QIS DCT Software User Manual t Stage II Critical Elements Screen t Documentation Form t Potential Citation Screen Task 29 Back up Export Stage II survey data Onsite from Secondary laptops At the end of each day of the Stage II survey process and when the laptops are left for an extended period the survey data in the QIS DCT must be backed up i e exported from all secondary laptops Then it is merged imported on the primary laptop Note When entry of all Stage II survey data is complete on each secondary laptop you will use this same procedure to export all the Stage II data for merging on the primary laptop 1 Start the QIS DCT from ASE See Task 8 2 If you are exporting Stage II survey data to a floppy disk insert the disk into the floppy drive The floppy should be labelled 2 Surveyor Laptop Name S1 amp S2 Backup per the QIS DCT Technical Support Staff User Manual If you have a flash
15. after Field Data mdb did not number of programs you compacting it compress correctly when are running simultaneously you closed QIS DCT with ASPEN 8 5Q QIS DCT to a minimum To fix go to the QIS directory default is C Program Files QIS and rename dbi mdb to lt path gt mdb QIS Transfer Error Cannot Attempted load of QIS Add or correct QIS Data determine location of QIS citations failed because Path in QIS Settings database no the QIS Data Path is System System S2KDataPath setting in incorrect or not specified Configuration Alpinesetup table in QIS Settings ASE S2KToolPath parameter QIS Tool or Load Cites Add or correct QIS Tool invalid failure because QIS Tool Path in QIS Settings Path is incorrect or not System System specified in QIS Settings Configuration ASE S2KDataPath parameter QIS Tool or Load Cites Add or correct QIS Data invalid failure because QIS Data Path in QIS Settings Path is incorrect or not System System specified in QIS Settings Configuration ASE 70 10 6 06 QIS Pilot
16. ask 17 to back up the merged Stage I survey data 42 10 6 06 QIS Pilot Prepare for Stage II Exercise 5 Prepare for Stage II Task 20 Process Stage I data Onsite Primary laptop The QIS DCT processes Stage I QCI results and displays them in the QCI Results screen 1 Start the QIS DCT from ASE See Task 8 2 From the View Screen menu select QC Results After the QIS DCT processes and loads QCI results the QCI Results screen appears You can view the results by QCI Resident or Care Area e The left pane displays results in a tree that expands to provide details about the QCI Resident or Care Area being viewed e Inthe upper right pane click the Display Responses button to display the Quality Indicator the source of the data the question the answer and the Surveyor Date and Time the response was entered e When the responses are displayed in the upper right pane click the Show Logic button to list the criteria that caused the resident to meet the condition e The lower right pane provides Additional Information About This Quality Indicator Training Guide 10 6 06 43 Prepare for Stage II Task 21 Print transition forms Onsite Primary laptop U Start the QIS DCT from ASE See Task 8 Stage I Relevant Findings 1 2 From the Reports menu select Stage Relevant Findings On the Select Residents for Relevant Findings Report screen select a Sample Group All is the default and a Sort Order Re
17. ate 9 click A message asks if you want to proceed to Citation Manager 10 Click Yes if you want to go to the Citation Manager now to set up the survey team for example or click No if not 22 10 6 06 QIS Pilot Create a QIS Survey Task 5 Export the survey and MDS data from ACO From ACO you can export one or more QIS surveys i e the surveys and associated MDS data in an encrypted format to a transfer location You can then import the QIS survey s from the export transfer file into ASE for use with the QIS DCT The export import procedures in this guide generally assume you are using floppies to transfer data but you can also use memory sticks and shared network folders Although ASPEN doesn t support the direct connect method for import of QIS surveys it is a viable option for export An export is cancelled if you specify a survey is QIS and ACO doesn t find resident data for the facility Note You cannot export QIS and non QIS surveys simultaneously 1 If you are exporting data to a floppy disk insert the disk into the floppy drive The floppy should be labelled A ASPEN MDS Data per the QIS DCT Technical Support Staff User Manual 2 In ACO locate and select the QIS survey in the Tree or List view and drag it to in the toolbar TIP Although you will probably export just one QIS survey at a time it is possible to export multiple surveys from Tree view one by one Each additional survey is appen
18. ate tab s to view the information you want to review 10 6 06 57 Transfer and View QIS Data The QIS Survey Summary tab lists all the citations for the survey with QIS and ASPEN details for each You can compare the SS and QIS SS columns to see changes made to Severity Scope in ASPEN after the QIS survey process was completed Click in the Stage 2 column for a tag to go to the Care Area Stage II tab and view Stage II details for the selected tag Click or Care Area in the Surveyor Initiated column for a tag to open the QIS Details screen and view information about that particular surveyor initiated tag or care area See step 4 below for more information about the QIS Details screen Tags added in ASPEN after the QIS process was completed appear in the grid without QIS information i e the QIS SS Stage 2 and Surveyor Initiated columns are all blank See Tag 0176 in the screenshot below Citations for IL2K11 0870572005 Open El El El El Ej El El El El El Ej Ej s Ej Ej El Ej El El 1j H 5 At the bottom of the screen the Cited in QIS Only field lists tags cited in QIS that haven t been loaded into ASPEN via Load Cites see Task 33 or tag citations removed from ASE or ACO but still present in QIS 58 10 6 06 QIS Pilot Transfer and View QIS Data The QIS Overview tab provides a high level view of survey results by Care Area It indicates the Care Areas that had tags cited whether the threshold f
19. ded to the transfer file 3 In the Export dialog specify your transfer location e Select ASPEN Transfer Location and then select the transfer drive from the drop down list e g A if you are using a floppy or e Select Other Location Enter the transfer location path or click Find 4 to navigate and select the location ASPENTx zip is the default export transfer file name You can assign another name if you wish 4 In the Resident Assessment Transfer dialog click accept the default selection of Transfer QIS Data Training Guide 10 6 06 23 Create a QIS Survey 24 The Resident Assessment Transfer dialog is displayed only when you export NH surveys and only for if you are a member of the QIS security group By accepting the default you are designating the survey as QIS If you do not want to export the survey as QIS clear the checkbox Click Messages indicate the progress of the transfer process When transfer of the MDS Resident Assessment tables for a survey is complete the Transfer Info dialog appears with a summary of the MDS data that s been transferred Transfer Info 6 Click to continue the transfer of survey data If you are exporting more than one QIS survey the Resident Assessment Transfer and Transfer Info screens appear for each When the transfer process is complete the survey s have been encrypted and compressed and stored in the transfer location Now surveyors can
20. down list e g A if you are using a floppy e Select Zip file and enter the transfer file path or click Find to locate and select the file s cick ASE searches for the export transfer file When the file is located the Select Survey s to Import dialog appears It lists the surveys contained in the transfer file Training Guide 10 6 06 25 Create a QIS Survey 6 Select the survey s you want to import choose _ Select All to import all of the surveys in the export transfer file The survey s are imported from the export transfer file and are decrypted and decompressed Messages indicate the progress of the import process When import of the MDS Resident Assessment tables for a survey is complete the Transfer Info screen appears with a summary of the MDS data that s been imported Transfer Info e 7 Click ok If you import more than one QIS survey the Transfer Info screen appears for each When the whole process is finished a message indicates the import was successful or not If successful the imported survey s are now included in the list of surveys on Tree view tabs The data you import to your laptop including PHI data is no longer encrypted so it is not automatically protected It is your responsibility to take every precaution to ensure that the data on your laptop is protected 26 10 6 06 QIS Pilot Create a QIS Survey Task 7 Enable decryption in ASE You must enable decryption the first
21. e Task 8 If you are importing Stage I sample data from a floppy disk insert the disk into the floppy drive The floppy containing the sample data is labelled 1 S1 Sample per the QIS DCT Technical Support Staff User Manual If the Stage I sample data is on a flash memory disk rather than a floppy insert it into the secondary laptop s USB port From the Utilities menu select Import Data On the Import Data screen click the import Stage Sample Data button In the Select a location dialog select the transfer location e g A if you are using a floppy and click OK The Stage I sample data file is named Sampdata zip Repeat this procedure for all secondary laptops to complete the distribution of Stage I sample data 10 6 06 QIS Pilot Complete the Stage I survey process Exercise 4 Complete the Stage I survey process Task 16 Collect Stage I data and enter it in the QIS DCT Onsite Secondary laptops For instructions on collecting and entering Stage I data see the following sections in the QIS DCT Software User Manual t Stage I Data Entry Screen t QCI Results Screen Skip patterns In the Stage Survey screen certain questions need to be answered only when required by the response to a previous question Questions that should be skipped based on answers to a previous question are part of a skip pattern and appear in italics and in gray instead of black or red Example Skip Pattern Ap
22. e actual citations click _Ql5Detais at the bottom of the Citations dialog QIS Details For Care Areas listed in the Surveyor Initiated Care Areas section Stage I was skipped For Ftags both Stage I and Stage II were skipped Surveyor Deleted Care Areas overrode DCT s calculations from Stage I data that included them in Care Areas to be investigated in Stage II The Tags section includes all the tags selected for citation by DCT in Stage II and indicates whether or not each was actually cited e Fora survey linked to an enforcement case click to display the enforcement case e Click Close to return to the Citations dialog For a survey linked to a complaint or enforcement case click Complaint or _View Enforcement at the bottom of the Citations dialog to display the complaint or enforcement case For all tabs except QIS Survey Summary click _ print to print the data on the tab in report form 10 6 06 QIS Pilot Transfer and View QIS Data Task 36 Export archived QIS data from ACO Once the QIS survey is complete it should be removed from the QIS DCT and stored in ACO before another QIS survey begins ASPEN and CASPER both provide high level summary views of the information collected and entered for the survey in the QIS DCT However there may be occasions when you need to see full details of the QIS information after removing the survey from the QIS DCT and archiving it in ACO In that case an opti
23. e and List views Task 34 Archive a QIS survey and data in ACO Once the QIS survey is wrapped up you archive it in ASPEN i e export it back to ACO from ASE QIS data is exported along with survey and citation information The transfer process takes two steps as always export the QIS survey from ASE to a transfer file import it into ACO from the transfer file When a QIS survey is archived i e imported back into ACO the QIS data will not change You can still update ASPEN survey details in ACO add or delete tags change Severity Scope add or change citation text etc without affecting the QIS portion of the survey The QIS information in archived QIS surveys is uploaded to CASPER where it is available for reporting generation Training Guide 10 6 06 55 Transfer and View QIS Data Export a QIS survey and data from ASE 1 In ASE locate and select a QIS survey in Tree or List view and Ba drag it to Export in the toolbar In the Export dialog indicate your transfer location e Select ASPEN Transfer Location and then select the transfer drive e g A if you are using a floppy Or e Select Other Location Enter the transfer location path or click Find to navigate and select the location ASPENTx zip is the default export transfer file name You can assign another name if you wish s Click _ Messages indicate the progress of the transfer of QIS data When the process is finished a message indicates
24. em Error Message Cause Fix QIS Tool is open You selected the Change Event ID option for any survey QIS or not in ASE while the QIS Field Tool QIS DCT was open or you selected Load Cites in Citation Manager Close QIS DCT then select the desired option Event ID cannot be changed for a QIS survey You cannot delete a QIS survey until the survey has been uploaded to ACO You selected the Change Event ID option in ASE or ACO for a QIS survey You attempted to delete a QIS survey from ASE that hadn t been uploaded to ACO Do not attempt to change the Event ID of a QIS survey Upload the survey to ACO then delete it in ASE QIS Field Tool QIS DCT Problem Error Message Cause Fix QIS DCT seemed to hang after you chose an option on the Process MDS Data screen You chose Process MDS Data Now The processing takes 15 25 minutes Do not select this option unless you are the Team Coordinator using the primary laptop to prepare data for Stage I QIS DCT may hang if other programs are running on the laptop during this processing Wait long enough for processing to finish then kill the process Ctrl Alt Del End Task Training Guide 10 6 06 69 Troubleshooting ASPEN 8 5Q QIS Field Tool QIS DCT Problem Error Message Cause Fix Microsoft Access cant The Access database QIS To prevent this keep the delete lt path gt mdb
25. he QIS DCT and various databases is shown in the following diagram ASE QIS DCT Connectivity QIS DCT FFO1FTags mdb ASPEN mdb QIS Field Tool mde QIS Tool mde QIS Field Data mdb Regulation Sets FFO1FTags mdb QIS State Data QIS Data mde QIS Survey Data MSAccess exe QIS Field Data mdb 10 6 06 QIS Pilot Install and Set Up ASPEN 8 5Q From the System menu in ASE select System Configuration QIS Settings to open the QIS Settings dialog Enter manually or click Find to navigate to enter by clicking Open in the Open dialog the following paths e QIS Data path to the Access database containing QIS field data e QIS Tool Access database containing the QIS DCT executable and links to the field data e Access 2000 path to the Access 2000 RTE executable Click ok to save the settings and close the dialog Task 3 Create QIS security group in ACO ACO A QIS security group must exist in the Menu Security Editor before anyone can work with QIS surveys Only members of this group can create and modify QIS surveys For the QIS pilot an 8 5Q database patch creates the QIS security group for you in ACO Do remove the QIS security group installed by the 8 50 database patch ARO A QIS security group is not available in ARO Only ACO users who are members of the QIS security group can export QIS surveys ARO users can however view QIS surveys and run the QIS DCT Training G
26. lick Close to close the preview screen Stage IT Report 1 From the Reports menu select Stage Report 2 Choose the Care Area sort option 3 Click the Preview Report button to view the report 4 To print the report click amp 5 Click Close to close the Stage II Report preview screen Task 24 Assign Stage II tasks Onsite Primary laptop For instructions on assigning surveyors to Stage II tasks see the following section in the QIS DCT Software User Manual rz Stage II Assignment Screen Training Guide 10 6 06 45 Prepare for Stage II 46 Task 25 Print the Stage II Report Onsite Primary laptop Now you will print the Stage II Report sorted by Surveyor Assignment rather than by Care Area as you did earlier during the transition from Stage I to Stage II Task 23 The report will be printed with each surveyor s assignments on separate pages for easy distribution to the surveyors 1 Start the QIS DCT from ASE See Task 8 From the Reports menu select Stage Report 3 Choose the Stage ll Surveyor sort option Click the Preview Report button to view the report 5 To print the report click The report will be printed with each surveyor s assignments on separate pages for ease of distribution to the surveyors 6 Click Close to close the Stage II Report preview screen 10 6 06 QIS Pilot Prepare for Stage II Task 26 Export Stage II sample data to secondary laptops Onsite from Primary laptop 1 Traini
27. mdb Survey team information entered in ASE doesnt appear on QIS DCT logon screen The path to the ASE database aspen mdb specified to QIS conflicts with the ASPEN Workarea defined through ASE Config If not running ASE 8 5Q is from the default C Program Files ASE folder but this folder exists rename it Then start QIS DCT get prompt to enter the path to aspen mdb enter actual location Training Guide 10 6 06 67 Troubleshooting ASPEN 8 5Q QIS Export Import Problem Error Message Cause Fix Cannot change the name of the QIS export file QIS Export file must be named Q lt eventID gt zip Do not change default QIS Export filename just select folder to place file in Unable to compress files I O error from WinZip Delete the transfer file and try the export again SQL Error 3380 Field lt field_name gt already exists in table survey Cannot find temporary Windows directory You selected multiple surveys in List view and exported them together Laptop configuration is not correct or there is not enough space on the machine Click OK and all surveys will be successfully exported Or export each survey separately to the transfer file Set up temporary directory in Windows Cannot open output file Laptop configuration is not correct or there is not enough space on the machine Check permission
28. memory disk rather than a floppy insert it into the laptop s USB port 3 From the Utilities menu select Export Data On the Export Data screen click the Export Stage I Survey Data button Training Guide 10 6 06 49 Complete the Stage II survey process 50 5 In the Browse for Folder dialog specify the export transfer location e g A if you are using a floppy and click OK The Stage II survey data file will be saved as Stg2data zip Click OK in the message that appears when the export is complete Repeat this procedure for all secondary laptops to complete the backup of Stage II survey data Task 30 Merge Import Stage II survey data Onsite onto Primary laptop After Stage II survey data on each secondary laptop has been backed up exported it is merged imported on the primary laptop 1 Start the QIS DCT from ASE See Task 8 If you are importing a secondary laptop s Stage II survey data from a floppy disk insert the disk into the floppy drive The floppy containing the survey data is labelled 2 Surveyor Laptop Name S1 amp S2 Backup per the QIS DCT Technical Support Staff User Manual If the Stage II survey data is on a flash memory disk rather than a floppy insert it into the primary laptop s USB port From the Utilities menu select Import Data On the Import Data screen click the import Stage Survey Data button In the Select a location dialog select the transfer location e g
29. ned units and room numbers and surveyor assignments Training Guide 10 6 06 35 Prepare for Stage I Task 11 Reconcile Census Sample and Resident Pool Onsite Primary laptop Before the Stage I investigation you will need to reconcile the Census Sample with the facility provided Resident Census As needed you will add new residents to the Census Sample and update the Resident Census records In addition to the Census Sample the Resident Pool must be reconciled with the facility s records When the QIS DCT selects the Stage II Sample it will select current facility residents ahead of residents who have been discharged so the Resident Pool should be completely current For a description of the Sample screen and instructions on reconciling the Census Sample with the Resident Census adding new residents to the Census Sample updating Census residents etc see the following section in the QIS DCT Software User Manual t Stage I Sample Screen Task 12 Discharge a resident from the Resident Pool Onsite Primary laptop 1 Start the QIS DCT from ASE See Task 8 2 From the Stage Sample screen select Resident Pool as the Resident List to display 3 Inthe left pane select the resident to be discharged and click the Discharge Readmit Resident button 4 Click Yes in the confirmation message The residency status icon next to the resident s name changes from green indicating that the resident is in the facility
30. ng Guide Start the QIS DCT from ASE See Task 8 If you are exporting Stage II sample data to a floppy disk insert the disk into the floppy drive The floppy should be labelled 4 S2 Sample per the QIS DCT Technical Support Staff User Manual If you have a flash memory disk rather than a floppy insert it into the laptop s USB port From the Utilities menu select Export Data On the Export Data screen click the Export Stage ll Survey Data button In the Browse for Folder dialog specify the export transfer location e g A if you are using a floppy and click OK The Stage II survey data file will be saved as Sampdata zip Click OK in the message that appears when the export is complete 10 6 06 47 Prepare for Stage II Task 27 Import Stage II sample data Onsite onto Secondary laptops 1 Start the QIS DCT from ASE See Task 8 2 If you are importing Stage II sample data from a floppy disk insert the disk into the floppy drive The floppy containing the sample data is labelled 4 S2 Sample per the QIS DCT Technical Support Staff User Manual If the Stage II sample data is on a flash memory disk rather than a floppy insert it into the secondary laptop s USB port 3 From the Utilities menu select Import Data On the Import Data screen click the import Stage ll Sample Data button 5 Inthe Select a location dialog select the transfer location e g A if you are using a floppy and click OK The
31. on function in ACO QIS surveys cannot be created in ASE 1 Use one of the methods below to open the Define Survey or Create Health LSC Survey dialog a e the ACO toolbar click Survey e From the File menu select New Survey e On the Alpha or Type tab _ right click the Surveys node of Dra 078 S NF DP Agate 065846 the facility you plan to survey 54d and select New Survey a ete e On the Certification amp Surveys tab of the Certification dialog scroll to the Survey List section and click Training Guide 10 6 06 21 Create a QIS Survey 2 the Define Survey or Create Health LSC Survey dialog enter the Start and Exit dates The Exit date must be the same as or later than the Start date 3 Select the Status This is the survey status Open is selected by default 4 Click to view information about the current facility in the Facility Definition dialog The information in this view is read only 5 Select the survey Type 6 Select the Regulation s that apply to the survey 7 If you want to define the Team Roster click Update e Inthe Select Surveyors dialog select the names of one or more surveyors you want on the team for this survey Click to save your additions and return to the Define Survey or Create Health LSC Survey dialog 8 Select the Type of Survey and Extent s You can select more than one of each if appropri
32. on is available that lets you transfer it from ACO for viewing in the QIS DCT The transfer process is in two steps as usual export the QIS survey to a transfer file import the QIS survey into the QIS DCT from the transfer file The QIS Export option displays only for QIS surveys with QIS data Note You cant use the regular Export function in ACO for a QIS survey with QIS data if you are exporting it in order to view it in DCT 1 On the Alpha Type or Cert Survey tab locate and right click an archived QIS survey Select Send To QIS Export 3 In the Open dialog click Open to accept the default transfer file location and name The file name is of the form Q event ID zip You can change the default transfer file location but not the default file name Messages indicate that QIS export is underway and then complete Task 37 Import and view archived QIS data in the QIS DCT Once you have exported the archived QIS survey from ACO to a transfer file you will open the QIS DCT in stand alone mode That is you will start the QIS DCT directly instead of using 815 Tool ASE Then you can import the archived QIS survey and view it in the QIS DCT The cross references here are to the relevant procedures in the QIS DCT Software User Manual 1 Start the QIS DCT directly re Start Stand Alone QIS DCT 2 Import the archived QIS survey and view it in the QIS DCT t Import and View an Archived QIS Survey Training Guide 1
33. on of findings throughout the survey process QIS surveys are conducted in two stages Stage I is an initial quality assessment that uses several resident samples and a comprehensive set of quality of care indicators QCIs to identify resident Care Areas that should be more thoroughly investigated in Stage II When the rate of a QCI exceeds an established threshold it triggers a Care Area for Stage II examination Stage II is a more in depth investigation of Care Areas identified in Stage I Critical Element Pathways CEs established for each Care Area guide the surveyor in a systematic review of the triggered Care Areas The CEs assist surveyors in determining if the facility is in compliance with the associated regulations F tags The QIS process also includes investigation of facility level issues Facility review tasks can either staged or non staged Staged facility level reviews are triggered as a result of information gathered Stage I and are performed in Stage II Non staged facility level reviews are conducted in either or both Stage I and Stage II The following diagram illustrates the various components and progression of the QIS process 8 10 6 06 QIS Pilot QIS Structured Survey Process QIS Process Offsite amp Pre Stage Survey Preparation gt gt STAGE RESIDENT SAMPLES STAGE INVESTIGATION mission Sample v STAGE II INVESTIGATION Training Guide 10 6 06 9 10 10 6 06 QIS Pilot
34. or each Care Area was exceeded and if there was surveyor intervention Citations for IL2K11 08 05 2005 Open Training Guide 10 6 06 59 Transfer and View QIS Data The QC Stage tab shows the QCIs that are calculated at the end of Stage 1 You can display all QCIs filter them by sample type MDS Admission Census or list only those that were triggered Select the QCIs individually to see the QCI Calculation for each as well as the Residents considered in the calculation for resident specific QCIs The QCI Category column indicates whether or not each resident met the threshold criteria for the selected QCI Citations for IL2K11 0870572005 Open El E E E El El E El E a d 60 10 6 06 QIS Pilot Transfer and View QIS Data The Care Area Stage ll tab shows the Care Areas that were triggered by Stage I of the QIS process and investigated in Stage II For each of these Care Areas Stage II details are provided Select the Care Areas individually to see the QCis and Associated Ftags for each as well as Potential and Cited Ftags for those Care Areas that were identified as resident specific and investigated during Stage II You can filter Care Areas by Ftag and show all QCIs or only those that exceeded the Threshold Citations for IL2K11 0870572005 Open Training Guide 10 6 06 61 Transfer and View QIS Data 62 4 Fora detailed summary of how the QIS process was used to determin
35. plicable Question 1 Does the resident currently have a contracture If the answer is No then Question 2 Does the resident have a splint device in place will be skipped and appear in italics and gray Example Skip Pattern Not Applicable Question 1 Does the resident currently have a contracture If the answer is Yes then Question 2 Does the resident have a splint device in place will be available and appear in red until answered and then will turn black Because a skip pattern becomes applicable based on the answer to a previous question it is essential that the questions in the Stage I Admission and Stage I Census review be answered in the sequence that they appear on the screen fy Failure to answer questions in Sequence may cause delays or conflicts in the software and during review When a surveyor has answered all of the questions about a resident except for those questions that are skipped the resident s name will appear in black indicating that the resident s initial assessment is complete Training Guide 10 6 06 39 Complete the Stage I survey process Task 17 Back up Export Stage I survey data Onsite from Secondary laptops At the end of each day of the Stage I survey process and when the laptops are left for an extended period the survey data in the QIS DCT must be backed up i e exported from all secondary laptops Then it is merged imported on the primary laptop Note When entry of all S
36. rm to the survey team as soon as possible e Discharge Form option prints the Discharge Information Form The Team Coordinator will provide the Discharge Form to the facility upon arrival ask the facility to list discharges not readmitted within the previous 30 days and request that the facility return the completed form to the survey team as soon as possible e Admission Sample option prints the Admission Sample report You need to print two copies One copy is for the survey team to use onsite to check off record reviews as they are completed Records review is an unassigned task so all survey team members will conduct these reviews between completion of other assigned survey tasks Consequently the printed Admission Sample report is used to mark record reviews as having been completed The second copy is for the facility to use when gathering discharged residents medical records for review by the survey team The survey team will use the resident census provided by the facility to reconcile residency discharge status for residents in the Admission Sample report before providing the report to the facility Additionally current residents names will be blacked out before the list is given to the facility e Census Sample option prints the Census Sample report The Census Sample will be modified onsite using the resident census and the New Admission Information Form provided by the facility to reflect only current residents assig
37. s for the directory check space try another location Unable to add to zip file Laptop configuration is not correct or there is not enough space on the machine Check permissions for the directory check space try another location Unable to encrypt zip file Laptop configuration is not correct or there is not enough space on the machine Check permissions for the directory check space try another location Unable to run query from QIS_EXPORT Laptop configuration is not correct or there is not enough space on the machine Check permissions for the directory check space try another location QIS Transfer Error Cannot determine location of QIS database no S2KDataPath setting in Alpinesetup table QIS Data Path incorrect or not specified in QIS Settings ASE Add or correct QIS Data Path in QIS Settings System System Configuration 68 10 6 06 QIS Pilot QIS Export Import Problem Error Message Cause Troubleshooting ASPEN 8 5Q Fix SQL Error 3127 The INSERT INTO statement contains the following unknown field rr You tried to import a QIS survey into ASE version 8 5 8 2 or 8 1 Only ASE 8 5Q supports QIS Import QIS surveys to ASE 8 5Q only If a survey team is still using ASPEN 8 5 8 2 or 8 1 surveys should name lt field_name gt surveys not be exported from ACO as QIS QIS Survey Probl
38. sident Name is the default Select the Residents To Appear On Relevant Findings Report Use Shift click to select consecutive names or Ctri click to select nonconsecutive names Click the Preview Report button to view the report To print a copy of the Stage I Relevant Findings Report for each surveyor click amp and select the applicable Number of Copies Click Close to close the Stage I Relevant Findings Report preview screen QCI Results 1 2 3 From the Reports menu select QC Results Report The report is displayed in the QCI Results Report preview screen To print the report click amp Click Close to close the preview screen Task 22 Create Stage II sample Onsite Primary laptop For instructions on creating the Stage II sample see the following section in the QIS DCT Software User Manual 44 t Stage II Sample Screen 10 6 06 QIS Pilot Prepare for Stage II Task 23 Print initial Stage II forms Onsite Primary laptop U Start the QIS DCT from ASE See Task 8 Sample Resident List 1 From the Reports menu select Stage I Sample Resident List The report is displayed in the Stage II Sample Resident List preview screen 2 To print the report click amp 3 Click Close to close the preview screen Stage II Care Area List 1 From the Reports menu select Stage Care Area List The report is displayed in the Stage II Care Area List preview screen 2 To print the report click amp 3 C
39. stall CD Click Start on the Taskbar at the lower left of your screen Select Run from the menu then click Browse to locate your CD drive Select SETUP EXE then click On the Welcome screen click NO 10 6 06 13 Install and Set Up ASPEN 8 5Q 6 On the Select Features screen click the ASE checkbox to select and perform a Full install Select Features Select the features setup will install MASE Client ga Shared The Full option installs ASE 8 5Q including the QIS DCT and Access 2000 RTE on a standalone computer The Client and Shared install options are not available for ASE 8 5Q Install the QIS DCT 7 Click m to begin configuring the QIS Field Tool QIS DCT installation 8 the Welcome Screen for the QIS Field Tool Install click ete 9 Click we to accept the default Destination of C Program Files QIS 10 On the Ready to Install the Program screen click to install the QIS DCT application 11 On the InstallShield Wizard Completed screen clear the checkbox to display the release notes and click Finish You are now asked Do you need to load the Microsoft Access 2000 Runtime Engine 14 10 6 06 QIS Pilot Install and Set Up ASPEN 8 5Q 12 Answer Yes if you do not have Access 2000 loaded on your machine and continue with the next two steps Answer No only if you already have Access 2000 loaded on your machine The Installer will complete the Q
40. t Nursing Home surveys address all regulatory areas in a comprehensive and consistent manner It is based on the use of quality of care indicators QCIs that cover both the process and outcome of care at the facility and resident levels See QIS Structured Survey Process on page 8 for more detail A custom application the QIS Data Collection Tool DCT is used throughout the QIS process to automate and simplify the survey sampling process data collection and entry and the processing and evaluation of survey results ASPEN 8 5Q integrates QIS both directly and indirectly You can create and transfer QIS surveys in ASPEN open the QIS DCT from ASPEN Survey Explorer ASE and export and import QIS survey data to and from the QIS DCT and ASPEN as shown below ASPEN QIS Data Flow SURVEY QIS Summary Screen QIS Reports ACO 8 ARO SURVEY amp MDS DATA Training Guide 10 6 06 7 QIS Structured Survey Process QIS Structured Survey Process The QIS process was designed to provide a structured approach to surveys of Nursing Homes that e Examines the full range of regulatory Care Area systematically and consistently e Identifies quality of care and quality of life problems accurately and consistently e Uses Minimum Data Set MDS data and information gathered onsite to full advantage e Automates selection of Care Areas of concern and potential citations e Improves documentati
41. t Stage II data and enter it in the QIS DCT 49 Task 29 Back up Export Stage II survey 49 Task 30 Merge Import Stage II survey 50 Task 31 Back up merged Stage ll survey 51 Task 32 Print the Potential Citation 51 POSU SUIVey ci E III It 53 Exercise 7 Transfer and View QIS Data eee 55 Task 33 Transfer citations from the QIS DCT to 55 Task 34 Archive a QIS survey and data in 55 Task 35 View a QIS survey summary in 57 Task 36 Export archived QIS data from 63 Task 37 Import and view archived QIS data in the QIS DCT 63 Troubleshoollhg oe ip IS 65 Troubleshooting ASPEN 8 50 nn 67 10 6 06 QIS Pilot Introduction In this section you will be introduced to v QIS integration in ASPEN v QIS structured survey process Training Guide 10 6 06 5 6 10 6 06 QIS Pilot ASPEN and QIS ASPEN and QIS The Quality Indicator Survey QIS process was developed to ensure tha
42. tage I survey data is complete on each secondary laptop you will use this same procedure to export all the Stage I data for merging on the primary laptop 1 Start the QIS DCT from ASE See Task 8 2 Ifyou are exporting Stage I survey data to a floppy disk insert the disk into the floppy drive The floppy should be labelled 2 Surveyor Laptop Name S1 amp S2 Backup per the QIS DCT Technical Support Staff User Manual If you have a flash memory disk rather than a floppy insert it into the laptop s USB port 3 From the Utilities menu select Export Data On the Export Data screen click the Export Stage Survey Data button 5 In the Browse for Folder dialog specify the export transfer location e g A if you are using a floppy and click OK The Stage I survey data file will be saved as Survdata zip 6 Click OK in the message that appears when the export is complete 7 Repeat this procedure for all secondary laptops to complete the backup of Stage I survey data 40 10 6 06 QIS Pilot Complete the Stage I survey process Task 18 Merge Import Stage I survey data Onsite onto Primary laptop After Stage I survey data on each secondary laptop has been backed up exported it is merged imported on the primary laptop 1 Start the QIS DCT from ASE See Task 8 2 If you are importing a secondary laptop s Stage II survey data from a floppy disk insert the disk into the floppy drive The floppy containing the surve
43. the export was successful or not Import a QIS survey and data into ACO 1 56 If you are importing data from a floppy disk insert the disk containing the export transfer file with the QIS survey s you want to import a On the ACO toolbar click In the import dialog select Surveys as the Import Do one of the following e Select ASPEN Transfer Location and then select the transfer location from the drop down list e Select Zip or mdb file and enter the transfer file path or click Find BA to locate and select the file 10 6 06 QIS Pilot Transfer and View QIS Data s cick ACO searches for the export transfer file When the file is located the Select Survey s to Import dialog appears It lists the surveys contained in the transfer file Select the survey s you want to import choose SelectAll to import all of the surveys in the export transfer file Messages indicate the progress of the import process A message appears when import is complete Task 35 View a QIS survey summary in ACO ACO provides a high level but detailed summary of QIS data collected by DCT The QIS Summary option displays only for QIS surveys with QIS data 1 Training Guide Locate and right click a QIS survey on the Alpha Type or Cert Survey tab in the Tree view Select 015 Summary to open the Citations dialog There are four tabs that provide general and stage specific summaries Click the appropri
44. uide 10 6 06 17 18 10 6 06 QIS Pilot QIS Surveys in ASPEN This exercise will teach you to v Create a survey in ACO v Export the survey and MDS data from ACO v Import the survey and MDS data into ASE v Enable decryption in ASE Training Guide 10 6 06 19 20 10 6 06 QIS Pilot Create a QIS Survey Exercise 2 Create a QIS Survey QIS surveys can be created only for NHs with resident records available A QIS survey includes MDS Resident Assessment and threshold data that is processed in the QIS DCT during a QIS structured survey process Only members of the QIS security group can create a QIS survey Not all survey types can be QIS surveys as determined by policy See Appendix P in the SOM For example recertification surveys or revisits can be QIS surveys Initial certification surveys can t be QIS because they do not include MDS data Standalone complaint surveys can t be QIS but a combined recertification complaint survey can be QIS To create a QIS survey you must e Create the survey in ACO if it doesn t already exist e Export it as QIS from ACO to a transfer file i e export the survey and associated MDS data e Import the survey and MDS data into ASE from the transfer file Note ASPEN 8 5Q is backward compatible to ASPEN 8 5 8 2 and 8 1 but QIS surveys are not supported by 8 5 8 2 and 8 1 Task 4 Create a survey in ACO You have a choice of places to access the survey creati
45. y Table of Contents og o A tn a Rn il ai ai 5 ASPEN and QIS isis 7 QIS Structured Survey Process eese nnn 8 Installation and Setup 11 Exercise 1 Install and Set Up ASPEN 8 5Q 13 Task 1 Install ASE 8 5Q emn 13 Task 2 Configure QIS in ASE emm 16 Task 3 Create a QIS security group in 17 QIS Surveys In ASPEN neon ecco to ais 19 Exercise 2 Create QIS Survey eese 21 Task 4 Create a survey in ACO ba eee oes 21 Task 5 Export the survey and MDS data from ACO 23 Task 6 Import the survey and MDS data into ASE 25 Task 7 Enable decryption in ASE sc cea ae tata ata Da ta n at i ney 27 QIS Survey Process RP 29 Exercise 3 Prepare for Stage l eese 31 Task 8 Start the QIS DCT from ASE me 31 Task 9 Process imported MDS data 34 Task 10 Print initial Stage TORTS erit da oui pate tht tnt tete teens 35 Task 11 Reconcile Census Sample and Resident Pool 36 Task 12 Discharge a resident from the Resident Pool 36 Task 13 Print revised Census Sample
46. y data is labelled 2 Surveyor Laptop Name S1 amp S2 Backup per the QIS DCT Technical Support Staff User Manual If the Stage II survey data is on a flash memory disk rather than a floppy insert it into the primary laptop s USB port From the Utilities menu select Import Data On the Import Data screen click the import Stage Survey Data button 5 Inthe Selecta location dialog select the transfer location e g A if you are using a floppy and click OK The Stage I survey data file is named Survdata zip 6 Click OK in the message that appears when the import is complete 7 Repeat this procedure with the data from each secondary laptop to complete the backup merging of Stage I survey data Training Guide 10 6 06 41 Complete the Stage I survey process Task 19 Back up merged Stage I survey data Onsite Primary laptop After you import merge the Stage I survey data from all secondary laptops you need to create a backup of the merged Stage I survey data on the primary laptop 1 Start the QIS DCT from ASE See Task 8 2 If you are backing up merged Stage I survey data on a floppy disk insert the disk into the floppy drive The backup floppy containing the survey data is labelled 3 Merged 51 Data per the QIS DCT Technical Support Staff User Manual If you are backing up merged Stage I survey data on a flash memory disk rather than a floppy insert it into the primary laptop s USB port 3 Complete steps 3 6 of T
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