CPDMS Create Case From Pathology Report Application
This page is to demonstrate the capabilities for populating case data using a pathology report.
You may read through this guide or hop to a specific topic using the following table of contents:
Pathology Report Search:
On the "Create Case" action, CPDMS will perform a quick search over the Pathology Report Database using the Patient's SSN, Date of Birth, and First and Last Name that is being accessed. In our example we are continuing on from our Create Patient from a Pathology Report example which means our search criteria are:
SSN = 987-65-4321
First Name = "PATFIRST"
Last Name = "PATLAST"
Date of Birth = "04-04-1965"
One thing different from the search in our example, is we will always have the Date of Birth for the search. Users do not have to enter a Date of Birth on patient create. However, DOB is a mandatory patient data item, so we will always have this piece of information when creating a case.
If a report matches on the search criteria, CPDMS is directed to a page similar to the image below:
CPDMS first loads the user info and searches for the matching pathology reports, and it will show the following load screen:
In this example we are creating a case with the patient who has the SSN, Last Name, First Name, and Date of Birth of "987-65-4321", "PATLAST", "PATFIRST", "04/04/1965" highlighted in the orange box.
The facility, username, and feedback link are also displayed in the blue boxes.
Once the search has been loaded, all pathology reports that have a relatable match are shown in the bottom left grid panel of the application denoted in purple box below:
There are 28 pathology reports found matching the patient criteria. A user will normally see a handful of pathology reports, this patient has so many to demonstrate the sorting and multitude of scores in the scoring column.
The green background shows which fields in the pathology report with the ones searched over denoted in the purple box.
The first column in this grid panel displays the match score of each pathology report. The higher the match score the more likely the pathology report matches the patient SSN, First and Last Name, and Date of Birth. These scores range from 100 (all search items match) to 20 (Partial match on first and last name). The pathology report this example uses has a score of 100 meaning all the search criteria matched exactly with the pathology report data. By default, the grid is sorted on the match score from the highest to lowest.
NOTE EXAMPLE: Sometimes the patient information doesn't match exactly with what is in the pathology report database. If the patient info is SSN = "123-45-6789", Patient Last Name="PATLAST", Patient First Name = "PATFIRST", and DOB = 19650421 as denoted by the pathology report selected in blue box. The mismatched data will show up in red in the grid row denoted in blue and the orange box. Please notice in our working example all the data is green which shows that all criteria being searched matches the pathology report selected.
If a report does not match the search criteria, CPDMS will continue with the original create case workflow (shown below):
Selecting a Pathology Report:
When a report is selected, it populates the pathology's narrative text in the "Selected Pathology Report Text Area" panel denoted in green . The discrete data items available are populated in the CPDMS Data Entry fields denoted in blue. The Pathology Report Id is inserted into the header of both blue and green panels. In this example the Pathology Report Id is "IM17-6330".
An abstractor can click through the list of reports in order to find the one that matches the case they want to create. (EDIT)
Copying the Discrete Pathology Data to the Case Data:
If we find that the pathology report in our scenario is the right one, we can copy the information over to the "Full Abstract"/"Case Other" panel denoted below in red by clicking the "Copy & Link Path Data" button denoted in blue.
When the pathology data is copied over, a few conversions happen:
All data values are Upper Cased
If no Date Type is selected in the Date of Diagnosis, no date is copied over.
The Date Type for Data of Diagnosis is discussed later in this guide.
The Country field in the "Full Abstract"/"Case Other" Data Panel denoted in red is calculated based on the pathology report's State value.
The Zip Extension is not provided in the pathology report, so this will not be populated.
The Zip Extension can be populated using the "Validate Address" function of this application which is discussed later.
The pathology report will be "linked" to this case, and is shown beneath the "Create" button denoted in orange
The Date of Diagnosis field and Date Types:
In an effort to obtain the highest quality of data, CPDMS allows the user to copy over 1 of 4 different date type options from a pathology report denoted in orange below
Do not copy date - no date will be copied over to the "Full Abstract"/"Case Other" Data Panel (User must manually fill this in via the Date Field (or calendar drop down)
Specimen Date - Observation date / Date tissue was examined
Report Date - Date report was last changed
KCR Load Date - Date Report was loaded in the KCR Pathology Database
The "Full Abstract"/"Case Other" Date of Diagnosis field denoted in the green box will be populated with the respective value selected in drop down (or no value at all in the case for "Do not copy date") in the "Pathology Report Data Panel" denoted in the blue box below.
By default, the "Date of Diagnosis" field in the "Pathology Report Data Panel" is set for no date to be copied over to the case data.
In the example below the dates are made up, and they do not reflect what a user will find while creating a case.