ShowMe WorldCare End User Manual

The previous sections in this manual have focused on finding specific records and updating the details within those records. To determine which records require action, users have multiple options within ShowMe WorldCare.

My Case Load Page

Users who are designated as Investigators can access the My Case Load menu. This menu contains two tabs, Case Load and Lab Results.

Case Load

The Case Load screen includes the same Task list available on the Dashboard. It also contains tables of any records currently assigned to the investigator. Limited filter and searching features are available for reviewing the My Records table.

• A note below the My records table indicates that Contacts and Animal Reports are not listed. Please note that Animal Reports are not utilized in ShowMe WorldCare as they are being discontinued in an upcoming release of the general WorldCare product. Information on how to work with animal records will be provided ahead of the WebSurv implementation scheduled for February 2025.
• The My Tasks table at the bottom of the Case Lab tab will not be populated as it relates to a Task feature that ShowMe WorldCare is not utilizing. Tasks will appear in the Tasks Dashboard at the top of the Case Load tab.

Lab Results

The Lab results tab contains two tables.

• The New Lab Results table will show new labs that have entered the system. By default, the Show My Records radio button is set to only display new lab results for cases assigned to the investigator. Changing this to Show All Records will show new lab results for any cases the investigator can access based on security roles.
• The Cases Missing Lab Results table is not currently being utilized in ShowMe WorldCare. Conditions can be assigned a specific number of days after which any cases without a lab result will appear on this table. DHSS programs have not yet configured any settings to use this feature.

Jurisdiction Review

Non-investigators do not have a My Case Load tab as cases are not assigned to them. However, they can review the same information using the Jurisdiction Review page. Each user’s Jurisdiction Review screen will display incoming records which that user has access to see based on their specific security settings. By default, only the first 100 records are displayed although there is a link in a note above the table that can be clicked to return additional records.

Filters at the top of the screen can be utilized to allow review of a specific type of records at one time. This may be useful in several different situations.

• An investigator is the only system user able to view their own My Case Load menu. However, any user can filter by Investigator on Jurisdiction Review to see which cases are assigned to a team member.
  • Supervisors may wish to use this filter to review staff workloads.
  • If an investigator is out of the office, a team member assigned to cover their workload could see which cases are assigned to them.
• The Process Status filter can be helpful for viewing groups of records that may need a particular type of action. For example, an investigator may want to first review new cases with Entered or Assigned status, then later review cases in Under Investigation status and finally check in on cases with Follow-up Due or Follow-up Pending.

The Jurisdiction Review screen allow allows for quick updates to the Process Status, Investigator and Outbreak linkages. Clicking on the entry in any of these fields in the table will open a pop-up so that the value can be changed without opening the records.

For example, suppose a manager takes the responsibility of assigning cases to their team members to ensure equitable workloads. The manager can click on any unassigned case, which appear with -Assignin the Investigator column to open the Link to Investigator pop-up to assign the case. If a team member is suddenly out on long-term leave, the manager could filter on that Investigator above and then click on their name in each record to quickly reassign those cases to someone else.

A brief description of each Jurisdiction Review filter is provided below.

• Record Type: Users can choose to view only certain types of records (All, Only Condition/Records, Only Contact Investigations, Only Contacts, Only Outbreak/Investigations, Only Group Events and Only Index Cases).
  • Another filter MUST be selected for this filter to operate. For example, to view only Condition Records, the user could also filter on a particular type of condition or jurisdiction. Otherwise, the query will not run.
  • The Only Contacts option shows the contact’s name in the results list but the record ID is the record that contains that contact. For example, in this screenshot, clicking on the ID for sparkle, bling (the contact) opens condition record for sparkle, glitter. To view the record for the contact themself, choose the Only Contact Investigations filter.

• Date Type/From/To: Options include Date Closed, Date Created, Date of Birth, Date of Death, Date of Diagnosis, Date of Onset, Date Received, Episode Date, Lab Specimen (Collection) Date. A date range can then be entered in the From/To fields.
• Jurisdiction/Region: Jurisdiction is the public health jurisdiction, such as Adair. Region reflects the LPHA Region. Only the jurisdictions/regions to which the user has access based on security settings will appear as choices.
• Condition/Grouping: All conditions planned for transition to ShowMe WorldCare are listed as Condition options. If a condition has not yet been transitioned to ShowMe WorldCare, no records will be returned if that selection is made. Multiple conditions can be selected using the checkboxes in front of each condition name. Condition groupings were defined by the various DHSS programs that manage the conditions and can be used for easier review of records of a particular type. For example, the General Communicable Diseases condition security group in particular contains a large number of conditions. A staff member only assigned to work Enteric conditions could select the Enteric Diseases grouping to quickly filter their list to only their conditions of interest rather than checking each individual disease in the Condition list.
• Exposure Location Type/Exposure Location: Most conditions in ShowMe WorldCare are not utilizing the section/fields where the Exposure Location Type/Exposure Location is entered. Those fields are being utilized by Lead so individuals working on Lead cases may be interested in these filters. A lengthy list of Exposure Location Types is available in a drop-down format. A specific exposure location can be selected by clicking the drill-down next to Exposure Location to access the Location Dictionary.
• Process Status: Users may wish to use the Process Status filter to review records in a certain stage of the workflow. For example, the staff responsible for malaria will likely want to filter on cases with Follow-up Due to perform treatment follow-up.
• Resolution Status: Users may wish to filter on specific Resolution Status options. For example, a Resolution Status of Pending indicates that follow-up is needed to determine the actual Resolution Status as Pending is not valid.
• Investigator: This field can be used to view records assigned to an individual investigator.
• Cluster ID: If an investigator has entered a Cluster ID on the Administrative tab of conditions, this field can be used to filter for the specific ID entered.

Search – Condition/Record

The Search – Condition/Record tab can also be used to review certain types of records. In addition to searches by the specific ShowMe WorldCare Record ID or State ID, searches can be performed by Onset Date, Condition and Recently Viewed. In this example, records with Condition of COVID-19 are displayed. Unlike Jurisdiction Review, only one condition can be selected at a time.