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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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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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Contact - first page of the contact file

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You are then in the Contact tab of the contact file (A). The "Contact list" button (B), which you can see on the far left, closes the currently open file and takes you back to the contact overview.

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If an index case has already been assigned, this is indicated in the header (C). Please note that the ID in brackets is the ID of the contact and not that of the assigned index case. In this example, the ID "XO4YT5" is the ID of Grasshopper Flip. You can see Karl Käfer's ID in the first grey box on the right half of this page (D). Another button "Case contacts" (E) is displayed, which allows direct access to all contacts assigned to this index case.

This Contact tab contains all relevant information about the contact situation. The tab is divided into two areas. The left-hand section (F) contains the main form with information on the contact classification ("unconfirmed", "confirmed", "no contact"), the quarantine, the type of contact and the contact category as well as medical information (previous illnesses). The individual sections are explained in more detail below.

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On the right-hand side (G), there are various boxes that can be used to create links to the index case as well as to events, tasks, samples and immunizations, document templates and to display existing links or existing tasks or sample results. If no index case is linked to the contact, the top button

"Select index case", which can be used to create the corresponding link with an index case that already exists in the system. If the contact is already linked to an index case, brief information on the respective case is displayed in the upper box (see following illustration), together with the option to change or remove the case link.

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Below the information on the index case, there are four further boxes that can be used to create and link events, tasks and samples for this contact situation. About the fourth box

"Document templates", quarantine notices can be created using stored templates. Your municipality's templates can be imported by the administrator.

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Contact details

The Contact tab contains various information on the contact situation in the Contact data section, such as the contact classification (A). The contact is considered "confirmed" if the contact person or a parent or guardian has agreed that a contact situation actually existed for the index case. Please note that this selection must be set to "confirmed" if you need to convert the contact into a case at a later date. The external ID and the file number (B) are filled in when using the corresponding IfSG specialist application, e.g.: SurvNet using the interface provided. The external ID corresponds to the GUID (Global User ID) in SurvNet and is filled in automatically as soon as the data record is received in SurvNet. This means that the office must not make any entries of its own here. The external file number is set by SORMAS as soon as the data record has been sent to SurvNet. The responsible region and the responsible district must be specified directly below (C). It can also be documented whether the contact event is a return trip (D).

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4.3.2.2 Contact categorization