Module 2 enrolment notification v1
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The document provides information about Module 2 of the Nikshay digital platform, which covers patient enrolment, de-duplication, searching for and viewing patient details, patient management, adding tests, and adding test results for patients across locations. It describes the steps for new patient enrolment on both the mobile app and web interfaces, how de-duplication checks are performed during enrolment, searching for patients, the various sections of the patient management screen, adding tests, and how test results can be added for patients regardless of their location by searching by Nikshay ID.
Module 2 enrolment notification v1
- 2. Contents New Enrolment De-duplication Search andView patients Patient Management AddTest AddingTest Results for Patients across any Location
- 3. Contents New Enrolment De-duplication Search andView patients Patient Management AddTest AddingTest Results for Patients across any Location
- 4. New Enrolment ► This module enables registration of ALL kinds of new cases ► Presumptive Case or Confirmed Patient ► Taking treatment from Public or Private Sector ► DSTB and DRTB ► On enrolment, a unique numeric Patient ID is generated by Nikshay ► While enrolment, Nikshay shows duplicate records based on Gender and mobile number. Users should review the possible duplicates carefully before enrolling a new case
- 5. New Enrolment - Mobile App Click on New Enrolment Step 1 Select Patient Type Step 2 Check for Deduplication. Enter Phone number and gender Step 3 If no duplication SelectTU and PHI details Step 4
- 6. New Enrolment - Mobile App Add basic Details Step 5 Add Residence details Step 6 Add demographic details Step 7 Add Emergency contact details Step 8 Click on “ADD” to enrol patient
- 7. Click on New Enrolment Step 1 New Enrolment - Web
- 8. New Enrolment - Web Select Patient Type Step 2 Click on New Enrolment Step 1
- 9. New Enrolment- Web SelectTU and PHI details Step 5 Deduplication is based on Gender and Primary Phone Number Check for Deduplication. Enter Phone No. & gender Step 4 Add Basic Details Step 3
- 10. New Enrolment- Web Add Residence details Step 6
- 11. New Enrolment- Web Add demographic details Step 7
- 12. New Enrolment- Web Add Emergency contact details Step 8 Note: On Enrolment, the Status of the case would be “Presumptive(Open)
- 13. Contents New Enrolment De-duplication Search andView patients Patient Management AddTest AddingTest Results for Patients across any Location
- 14. Deduplication check is done based on “Primary Phone” number and “Gender” of the patient. In Nikshay, Deduplication is implemented in two parts: New enrolment - De-duplication alert message is displayed to the users while enrolment After Notification - List of possible duplicates are displayed in ‘De-duplication’ Module which enables users to review and approve notifications as ‘unique‘ or ‘mark them as duplicates’.This module is available only in the Web application of Nikshay Deduplication
- 15. While enrolment, as User enters Patient’s ‘Primary’ Phone Number and Gender, Nikshay searches and displays potential duplicates Several details of the potential duplicate records are displayed so that user can take a decision. User can choose to “Exit Enrolment” or “ProceedAnyway” If the user selects “Proceed Anyway”, and continues with enrolment, such records are marked as duplicate when notified. If the user selects “Exit Enrolment” then the enrolment form will be closed. If invalid mobile numbers are entered (such as 1111111111,9999999999,1234567890 etc) Nikshay will not check for deduplication.Thus, it is very important to enter the correct mobile number Deduplication in New Enrolment
- 16. Deduplication While Enrolling- Web Deduplication is based on Gender and Primary Phone Number
- 17. Deduplication While Enrolling- Web • Details of matching records are displayed. Note: while enrolment, potential duplicates which are Presumptive are also displayed • If user thinks it is a unique case, “Proceed Anyway” to continue with enrolment. • If user thinks that it is a duplicate, can exit enrolment and either request for transfer in or create a new episode for existing patient
- 18. Deduplication While Enrolling- Mobile EXIT PROCEED
- 19. In the Deduplication tab, list of patients notified in the user’s jurisdiction and marked as duplicates are displayed. Duplication status of a notification can be: 1. System identified Unique 2. System identified Duplicate 3. User marked Unique 4. User marked Duplicate There could be 1 or more duplicates for a patient record. All the possible duplicates are displayed From this module, action can be taken only for records with duplicate status “System Identified Duplicate Duplicates can be either - Notified by Public or Private sector, anywhere in India and against an open or closed patient record User will be able to take action on a notification from a provider under his/her jurisdiction and not beyond For notifications identified as Duplicate, benefits under any DBT scheme will be generated only if user marks them as Unique Private sector users can see the possible duplicates in Public sector but they can’t take any actions for Public sector records. Deduplication Module
- 20. DeduplicationTab- Only in Web Click on Patient ID to view potential duplicate records for this patient
- 21. DeduplicationTab- Only in Web Various details of potential duplicate records displayed so that user can take decision and either accept notification or mark as duplicate
- 22. DeduplicationTab To mark a record as “Duplicate”, user should select “Duplicate of” and select the patient ID against which this notification is being marked as Duplicate and click “Save”
- 23. Contents New Enrolment De-duplication Search andView patients Patient Management AddTest AddingTest Results for Patients across any Location
- 24. Search and view patient lists A Patient /Presumptive record can be searched by Name or Patient ID, by a user from the patient’s ‘current facility’ hierarchy • To view details of patients or presumptive cases whose “Current Facility” is not in the user’s hierarchy, “AddTest” module can be used. • However, to be able to view, patient ID is mandatory. However, users can not edit any details of such patients; They can only Add new tests.
- 25. Search and view patient details ► Users can search presumptive cases and Patient records, registered by both public and private sector registered under their PHI orTU or District ► Nikshay also enables search if Patient ID is not available or if the record is not searchable by Name (due to spelling mismatch); via the Patient Management Module. ► In the Patient Management Module, patient lists are provided which enables drill down to PHI level and manually select the patient’s record. ► For simplicity, patients are divided into lists and sub-lists based on treatment status 1) Presumptive, 2) DiagnosedTB (Notified) ► Note: Presently users cannot search for records not enrolled by them or are not under treatment with them.This Global search facility will be made available shortly.
- 26. Search and view patient lists ► Diagnosis Pending………………(Presumptive cases enrolled but test results not updated) ► Not diagnosed asTB…….….(Presumptive cases enrolled with negative test results) ► Treatment Not Started (Notified)…(ConfirmedTB cases enrolled, diagnosed but not initiated on treatment) ► OnTreatment List (Notified)………..(Confirmed TB cases currently seeking treatment) ► OnTreatmentCalendar…(ConfirmedTB cases for whom adherence has been recorded) ► Outcome Assigned……… (List of ConfirmedTB cases for which outcome has been assigned) To view Patient lists, click on the Patient Management link To search by Name or Patient ID
- 27. Contents New Enrolment De-duplication Search andView patients Patient Management AddTest AddingTest Results for Patients across any Location
- 28. Patient Management Page ► Once enrolled, complete case information is visible and actionable from a single screen. ► For simplicity, information is divided into subsections or tabs. ► Users can take the following actions from here: ► Add test details (Diagnostic or follow up) ► Add or updateTreatment/ Prescription/ Bank/Adherence details ► Update any patient details ► Update Staff/Patient engagement details ► Declare patient outcome
- 29. Patient Management screen Critical information such as Patient ID and treatment status shown here Status bar indicates activities completed for a case. For simplicity, patient information is displayed in various sections (tabs)
- 30. Various sections (tabs) in Patient Management Screen Module Name Adherence Enrolment Tests Treatment Details DBT Close Case Notes Health Facilities Prescriptions Engagement Staff Comorbidity ContactTracing Delete Case 1 2 3 4 5 6 7 8 9 10 11 12 13 14 Description / Details captured Adherence Calendar view/update (Dose taken or missed - Manually/ 99DOTS/MERM) Basic details of the presumptiveCase or Patient (Name, Mobile No, Address, Area, Key Population etc.) RequestTest & Update/view Result (Diagnostic /Follow up) (Type ofTest, Facility, etc.) Record /viewTreatment Details (Type of Case, Site of Disease, Date of Rx Initiation etc.) Direct BenefitTransfer (Bank Name, IFSC Code, Account Number, Branch Name) RecordTreatment Outcome for Case (Rx Outcome, Date, Remarks) To record any remarks or additional details of the patient Update Health Facility for Patient (Enrolment Facility, Diagnostic Facility, Current Facility) Prescription/ Regimen (Product Name,Weight Band, No of Days etc.) Update engagement assistance (via SMS,Call Centre, HouseholdVisits) Update / edit health care staff information (Staff name, Designation & Phone No.) HIV, Diabetes andTobacco Record ContactTracing Enables deletion of duplicate or incorrect patient records (Reason for deletion, Remarks)
- 31. Edit Patient details ► Users can easily Edit patient details ► Edit option will be visible each of the sections. ► As User clicks on Edit, fields of the Form become editable ► The changes made are visible immediately. ► After closure of a Patient record (by update ofTreatment Outcome), the patient record will not be editable.
- 32. Select the section that needs to be edited Step 1 Edit Patient details Click on Edit Details Step 2
- 33. Select the section that needs to be edited Step 1 Edit Patient details Click on Edit Details Make changes and click on Update Step 2 Step 3 Date of Enrolment is a non-editable field This section is now editable and changes can be made Message displayed after successful update
- 34. Contents New Enrolment De-duplication Search andView patients Patient Management AddTest AddingTest Results for Patients across any Location
- 35. AddTest ► Single screen to add Diagnostic or Follow Up tests for Public or Private sector patients ► To register a PATIENT, it is compulsory to add a POSITIVE DIAGNOSTIC test ► AddTest is a 2-step process, 1)Test Request and 2) Result Update. ► These steps can be done by a user at once or by two different users. Eg. 1: TB HV (enrols case + RequestsTest) LT (enters result) Eg.2: TB HV or LT (enrols case+ RequestTest+ Enter Result) ► As soon as a positive test result is entered, the patient gets notified
- 36. Search case for whichTest to be updated Step 1 Armanand Select the correct record AddTest details
- 37. Search case for whichTest to be updated Step 1 Open Patient record and select Tests section Step 2 Details of tests added earlier (if any) are shown here White color box indicates “Add Test” is pending As no test is added, status is “Presumptive(Open)” Click on AddTest Step 3 AddTest details
- 38. EnterTest Details Step 4 User can RequestTest and enter Result either at the same time, or later Both Public or Private Sector labs can be selected Search case for whichTest to be updated Step 1 Open Patient record and select Tests section Step 2 Click on AddTest Step 3 AddTest details
- 39. Click here to complete the form Enter all the other test details Search case for whichTest to be updated Step 1 Open Patient record and select Tests section Step 2 Click on AddTest Step 3 EnterTest Details Step 4 AddTest details
- 40. On entering a +ve diagnostic test, case status changes to Patient Green color box IndicatesTest updated Tests added are shown here ViewTest Details Step 4 Search case for whichTest to be updated Step 1 Open Patient record and select Tests section Step 2 Click on AddTest Step 3 EnterTest Details Step 4 AddTest details
- 41. Contents New Enrolment De-duplication Search andView patients Patient Management AddTest AddingTest Results for Patients across any Location
- 42. AddingTest Results for Patients across any Location Click +AddTests to search any patient across the country Step 1 Search Patients Nikshay ID to enterTest Results Step 2 To search andAdd test, Patient’s Nikshay ID should be known. Thus, the Nikshay ID of the patient or presumptive case should be mentioned in the Lab Request form which sent to the Labs along with the sample
- 43. User can RequestTest and enter Result either at the same time, or later Both Public or Private Sector labs can be selected Click +AddTests to search any patient across the country Step 1 Search Patients Nikshay ID to enterTest Results Step 2 EnterTest Details Step 3 AddingTest Results for Patients across any Location
- 44. Click +AddTests to search any patient across the country Step 1 Search Patients Nikshay ID to enterTest Results Step 2 EnterTest Details Step 3 AddingTest Results for Patients across any Location
- 45. THANKYOU