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This section describes the handling of contacts in SORMAS. At this point, it should be noted that SORMAS works with contact situations, which ensures accurate epidemiological documentation. This becomes clear when contact persons were involved in several contact situations for different index cases - as a result, several contact situation files are created for the same contact person (the program recognizes these by means of duplicate detection, see Chapter 2.1.2.1).

Advantage: The personal data and recorded follow-up calls are synchronized between the individual contact situations created and do not have to be entered again.

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The contact directory is accessed via the Contacts menu item in the blue ribbon on the left-hand side. It contains a tabular overview of all contact situations and offers the option of filtering and exporting them in a similar way to the case directory (you can find out more about the filter options in chapter 3.1.2). The contact directory can be sorted in ascending or descending order according to the various criteria shown by clicking on the respective column heading. Please note that the visibility and editing options of contact situations depend on your user role and the limited responsibility assigned to you. Depending on the user rights, it is also relevant in which responsibility the index case of the contact situation is located. Detailed information on user rights can be found in the document "User roles" at www.sormas-oegd.de and in the admin manual.

The different views of the contact list can be selected using the buttons at the top of the screen; the selection is highlighted in dark blue:

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All other fields are optional, but can be used to enter further relevant information directly, e.g: Contact details such as telephone number or e-mail address. You can use the magnifying glass symbol to search whether the person you are creating is already stored in the system. This function is in addition to the duplicate detection in SORMAS.

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Assignment of an existing index case

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After completing the form, the new contact can be saved with the "Save" button or all entries can be deleted with "Discard". Once the contact has been successfully saved, the view of the newly created contact situation is automatically called up - the view switches directly to the contact file. The following also applies here: If the person (even in a similar spelling) has already been created in the program, duplicate detection is triggered (see the following chapter).

Mechanisms for recognizing duplicates

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⮚      Both persons must not have a different national health identifier (not relevant for German systems).

health insurance number, this field is used for duplicate detection. Since version 1.68, the passport number and health insurance number fields are no longer available, so they can only be used to compare duplicates in previous cases if both cases have the fields titled. Otherwise, the fields are not taken into account in a comparison. If you have used this field for other purposes, duplicates will not be recognized as these fields are used for duplicate recognition.

⮚      If available, both persons are stored with the same reinfection date.

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⮚      The dates of the last contact of both contacts must be within 30 days (if specified for the contact created).

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Create several new contact situation via the line listing for contacts

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You can also use the line listing function for contacts to quickly enter contact situations. This allows you to create several contact persons from the same responsible federal state and district by creating a line for each contact using the blue "Add line" button. Fill in at least the mandatory fields here; the selection options are identical to those described in the previous chapter.

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Contact Directory

Open, view and edit a contact situation that has already been created

Starting from the contact directory (Contacts ribbon), individual contact situations that were previously searched for using filter options, for example, can be called up by clicking on the contact ID in the first column of the displayed list.

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4.3.2 Contact - first page of the contact file 55