NC LEAD Refresher Training 2010 Webinar Presentation
Contents
1. H Enter search criteria m Use asterisk s a If the site is located click User Selected Party button to transfer address onto Create Event screen o Click Save H Property Event is now open on Dashboard 2 Open vs Closed Property Events 53 Most Property Events that already exist in NC Lead will have a Closed Investigation Status oO Only State Users can Close events 53 Why would a Property Event be Closed O Investigation no hazards notices sent oO Abated and passed clearance SB Demolished 3 LHD users cannot edit an event that is Closed O Use the Edit Event Properties button to change the Investigation Status to Open Question Packages in Property Event 3 Property Information 3 Environmental Activity 3 XRF Readings 3 Remediation o How to link Property Event to Child Event 53 Occurs within Environmental Activity QP 53 Enter Environmental Activity Date O Select activity type Does this activity also serve as an investigation attempt for a child YES m First Child s Name Search for child event in NC Lead o Click Save 5 Linked child event appears on Dashboard in Event Summary section Additional Information row Manual Entry of Lab Results and XRF Readings 53 For the time being environmental lab results need to be manually entered into NC Lead They are not being fed into the system electronically yet 5 Water lab required to enter 53 Environmen2. 5543 2 Environmental Health Users Sy 3 Additional concepts or skills to understand How to manage Environmental Health workflows O Site Address vs Property Event 53 How to search for and or create a Property Event oO What information to enter in Property Event Question Packages gH How to link Property Event to Child Event How to manually enter environmental and water lab results 2 Environmental Health Workflows EMEN Environmental Health 1 Children with EBLLs in need of environmental follow up 2 Children with CLPs in need of environmental follow up 3 Active Property Investigations 4 Remediation Incomplete Abandonment Monitoring Properties Due for Annual Monitoring See Quick Reference Guide handout for details about each workflow Site Address vs Property Event m Site Address becomes a Property Event when it is investigated or another activity is performed 2 Searching for a Property Event E3 E o Click on Search Event icon in toolbar O Enter search criteria m Use asterisk s E Best to begin with a broad search and then narrow the search if too many results appear a f property event is located click Use Selected Party button to load event on Dashboard B f the property event is not located proceed to create one Z Creating a Property Event D 3 Click on Create Event icon 0 H Select Property for the Event Type Oo Click on the Select Site button
3. O Enter search criteria m Use asterisk s m f the child is located note the city Call nurse at that city s LHD e g if child lives in Durham County call Durham County Health Department s lead nurse E Ask other county to share the event with your county group e g Wake County Clinical if you need access to it 2 Workflow Queues K3 3 Workflows are the main way you will manage your events in NC Lead 3 Use you Workflow Guide Cheat Sheet handout to help you O Understand why an event is in a specific workflow dH How to get an event out of a specific workflow 3 How often the workflow refreshes or updates 2 Diagnostic Testing Needed Workflow SS SSS Last test result 2 10 Child is a CLP 30 minutes not a confirmed or EBLL and not a CLP Child is a confirmed or EBLL and last test Last test result 2 20 result 20 and not a CLP or Child is not a confirmed EBLL not a CLP and last test result 10 2 Lab Results 53 Child Blood Lead Level lab results are electronically entered in a Child Event in NC Lead o Environmental and Water lab results are manually entered by an EH user in a Property Event in NC Lead 3 A few ways to view lab report results H Lab Results Tab Event Information section H Administrative Question Package Event Information section gt Event Data Tab Reports icon on toolbar B Administrative Question Package Child Event 53 Administrative Question
4. H users when there is an environmental activity conducted on a site address oO Only a small subset of Site Addresses become Property Events 2 The Dashboard S NENENENNMNMMMMggssscscceccqsldbeedmemem 4 3 sections 1 Toolbar contains icons of various system features 2 Event Summary contains a basic overview of event e g Event type Child or Property Create Date Investigation Status Open vs Closed Notes etc 3 Event Information contains various tabs where user will enter or review information about the event e g Event Data Lab Results Concerns etc 2 3 icons to open events D Q gu Q 1 Recent Events icon z 2 Search Event icon 3 Workflows icon Q Searching for a Child Event E3 Se o Click on Search Event icon in toolbar oO Enter search criteria m Use asterisk s Best to begin with a broad search and then narrow the search if too many results appear m f child or property event is located click Use Selected Party button to load event on Dashboard m If child event is not located the child could still be in NC Lead but reside in another county Proceed by searching for the child independently of the event m f the property event is not located proceed to create one Q Searching for a Child in another county all Sj o Click on Create Event icon in toolbar PT H Select Blood Lead Child for the Event Type Click on the Select Person button
5. North Carolina LEAD Surveillance System Amy Sloane T Training Specialist North carne e d UNC Chapel Hill BLU Hean mmm ad NC Center for Public Health Preparedness fl Q Webinar Overview E ET 3 Approximately 90 minutes g 10 minute welcome and review of CEHB NC Lead website 53 30 minute review of basic NC Lead system features for both clinicians and environmental health specialists o 10 minute Q amp A 3 30 minute review of environmental health specific NC Lead system features 1 10 minute Q amp A Information about NC Lead S p o CEHB website El http www deh enr state nc us ehs Children Health NCLE AD nclead htm H You can also Google NCLEAD to find this website 3 Website contains NC Lead training opportunities help desk info and several resource documents also distributed at training 2 Logging in to NC Lead E 3 Use your Login Name and Temporary Password given to you at classroom training 3 You will be automatically prompted to change your passwo rd requirements can be found in User Manual H Go to the User Information icon on toolbar E Set up your security Q amp A 3 You will receive email prompts to reset your password approximately every 90 days Types of Events SS 1 Child Event O Electronically created every time a child has first blood lead test H Any address within a Child Event is considered a Site Address 2 Property Event gH Manually created by E
6. Package is reviewed and edited by both clinicians and environmental health specialists o Add New hyperlink allows for more than one environmental investigation offer to be noted 3 Environmental Follow Up Wizard for EH users only O Simplified way for EH users to view fields from the Administrative Question Package that are solely relevant to environmental activities 2 Addresses in a Child Event Ee 11 Edit or add site addresses on the Edit Person screen H 2 ways to get to Edit Person screen i Click on Persons Tab in the Event Information section 2 Click on the Edit hyperlink in the Address row in the Event Summary section 3 Add a mailing address in the Demographic Question Package if differs from home address Edit Address NEN ee o Click Edit or Edit Address when you find out child has moved is attending a new school etc Once you are on the Edit Person screen scroll to the bottom of page to find the Edit Address table HB Make note of the Address Type e g Home Home Secondary Church etc O Change the start date to reflect the date the child moved or address changed if known Type over the street city zip code address information to reflect the new address Click Save Add Address ee o Click Add address button when you have another type of address to add e g school church etc 3 2 places to find Add Address button i Event Information gt Persons Tab gt Address I
7. nformation sub tab gt click Add Address button 2 Event Information gt Persons Tab gt click Edit button gt click Add Address button 3 Make note of the Address Type be sure to select the new type you wish to add Q Print Documents BI Attaching a file o Example documents H Event Print Summary of Event Child and Property Events H Form 3651 Child Evaluation Child Event only H Form 3460 Environmental Investigation for Lead Hazards Property Event only o How to use a print document O0 Open document H Save document on your computer H Edit and resave document Attach and or mail document Can print on your LHD letterhead 2 Sharing an Event NEN ee 3 Check Shared Events workflows regularly 3 To share an event with another county o Click on Share Event icon oO In Add Case Share table E Type View or View amp Update Limited or Full E User Group Durham County Clinical Allow Delegation x allows Durham County Clinical to share with other groups oO Add a note on dashboard stating why event was shared 2 NC Lead Resources Ne o CEHB website for NCLEAD http www deh enr state nc us ehs Children Health NCLEAD nclead htm Refer to your training materials oO User Manual from Consilience Software H Exercise Packet stapled handout 3 Blue Folder handouts o Email or call the NC Lead Help Desk NCleadhelp Qlists ncmail net or 1 888 251
8. tal labs required to enter Hu Highest soil result H Highest paint chip result Highest dust window well Hu Highest dust window sill Highest dust floor 5 XRF readings required to enter highest paint reading ONLY 2 NC Lead Resources Nje o CEHB website for NCLEAD http www deh enr state nc us ehs Children Health NCLEAD nclead htm o Refer to your training materials H User Manual from Consilience Software H Training Workbook with environmental scenarios H Blue Folder handouts o Email or call your Regional EHS 53 Email or call the NC Lead Help Desk NCleadhelp lists ncmail net or 1 888 251 5543
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