Investigation and Outbreak Management User Guides

Covid-19

• Panorama COVID-19 Case Management Step-by-Step V12
• Panorama COVID-19 Case Management Checklist V4

Step-by-Step Documents

• Exposure Quick Entry- Step By Step V1
• Standard Exposure Summary- Step-by-Step Guide UPDATED OCT 21, 2020 V4
• Step by Step Lyme Investigation V2
• Step by Step Rabies Case Management V5
• Enteric Case Management
• Chlamydia Case Management
• Hepatitis C Case Management

Job Aids

• IOM Panorama Mandatory Fields

User Guides

• User Guide TOC
• IOM 101 – Lab & Diagnostic Imaging
• IOM 102 – Investigation Management Part 1
• IOM 103 – Investigation Management Part 2
• IOM 104 – Exposures
• IOM 105 – Communication Log & Document Management
• IOM 106 – Investigation Management Reports
• IOM 107 - Electronic Lab Report Inbox
• OTB 101 – Outbreak Management
• WKM 101 – Work Management
• CLT 101 – Client Records Management Addendum
• Investigation Quick Entry Screen User Guide

Tips and Tricks

1. IOM Terminology
2. Free-Text Field Naming Conventions
3. Configured Drugs
4. Exposure Settings by Type
5. Interventions by Type
6. Establishing PHAC Date
7. Configured Incubation & Communicability
8. Encounters
9. Workgroups & Organizations
10. Specimen Sites by Type
11. Lab Tests & Results
12. Outbreak Definitions
13. IOM Record Invalidation
14. Defects & Workarounds
15. Invalidate Exposure Events
16. Functions-Screens – Not in Use
17. Exposure Example Narrative
18. Work Type Codes
19. Diseases by Intervention Group
20. Manual Lab Deletion
21. Adding Favourite Locations to User Profile
22. Enteric Incubation & Communicability Chart
23. Adding an Indicative Disease
24. Adding Known Contacts to an Investigation
25. Outbreak - Workflow
26. Making a lab pertinent to an Investigation
27. Lab Entry for Non-Tuberculosis Mycobacteria (NTM)
28. Entering Flight Information
29. LTBI entry
30. Cerner Lab – Processing a New Lab
31. Cerner Lab – Unmatched Labs
32. Deleting a Clinical Note
33. IOM Downtime ND Follow-up
34. Influenza Case Follow-Up
35. Recording TB Skin Tests (TST)
36. Meditech Lab Processing
37. SARI and Novel Coronavirus 2019 Panorama Data Entry 
38. Linking an Investigation to an Outbreak
39. Linking a Transmission Event to an Outbreak
40. Documenting Out of Province Contacts
41. Electronic Lab Inbox – Cerner and Meditech Results

Quick Reference Cards

• CLT 101-2 Create, Update Immigration Information Record
• CLT 101-3 Create, Update Aboriginal Record
• CLT 101-5.1 Risk Factor - Pre-Set, Update, View End Date
• CLT 101-5.4 Risk Factor - Add to Multiple Investigations, Add Single, Delete
• IOM 101-1 Search Lab
• IOM 101-2.1 Lab Quick Entry
• IOM 101-3 Lab Summary View, Update
• IOM 101-4.4 Work with Lab Tests
• IOM 101-4.5 Work with Lab Results
• IOM 101-5 Managing Etiologic Agents
• IOM 101-6 Diagnostic Imaging
• IOM 101-8 Non-Human Lab
• IOM 101-9 Working with Etiologic Agents and Epi Markers
• IOM 102-1.4 Search Investigations
• IOM 102-3 Create and Update Investigations
• IOM 102-4 Add Signs and Symptoms
• IOM 102-5 Create New Disease Within an Investigation
• IOM 102-5 Update or Delete Disease Within an Investigation
• IOM 102-6 Update Investigation Information
• IOM 102-7 Add and Update Responsible Organization or Investigator
• IOM 102-11.1 Create Outcome
• IOM 102-11.2 Create an Outcome of Deceased
• IOM 102-11.4 Update or Delete an Outcome
• IOM 102-12 Close Investigations
• IOM 103-1 Incubation & Communicability
• IOM 103-2.1 View Treatment Profile
• IOM 102-3 Interventions and Follow-up Add and Delete
• IOM 103-4.3 TB Test Create, View, Update
• IOM 103-4.9 IGRA Summary
• IOM 103-4.10 TB History View, Update
• IOM 103-5.2 Mass TB Events Create, Update
• IOM 103-5.7 Mass TB Events View Clients, Give or Read Event Create, Update
• IOM 103-5.10 Move TB Skin Test to Investigation
• IOM 103-6.2 Record, Update, Delete, Discontinue TB or HIV Medications
• IOM 103-6.4 Set Clear DOT Indicator for TB Medications
• IOM 103-6.7 View TB or HIV Change History
• IOM 103-6.8 TB or HIV Medications Interruptions
• IOM 103-6.9 Record, Update, Delete, Discontinue Non-TB or HIV Medications
• IOM 103-7 View Medication History
• IOM 103-8 Adherence Create, Set Doses, Override, Update, Delete
• IOM 103-9 DOT Functions
• IOM 104-4Create a Transmission Event
• IOM 104-5.1 Add Known Contacts - Search for Existing Client
• IOM 104-5.2 Add Known Contacts - Search for Investigations
• IOM 104-5.4 Add Unknown or Anonymous Contacts
• IOM 104-5.5 Search and Update Unknown or Anonymous Contact Information
• IOM 104-5.6 Converting Unknown Contact to Known Contact
• IOM 104-6 Invalidating Transmission Event Entered In Error
• IOM 104-8.2 Add AE Source and Source Investigation ID
• IOM 104-8 Create Acquisition Event
• IOM 104-9 Invalidating Acquisition Event Entered in Error
• IOM 104-10 Copy Transmission and Acquisition Events
• IOM 104-11 View or Update TE and AE Details
• IOM 104-12 Link Transmission to an Acquisition Event
• IOM 105-1.1 Search, View, Update, Delete Communication Event
• IOM 105-1.2 Create Communication Event
• IOM 105-2.2 Manage Document Folders
• IOM 105-2.3 Search, Add, Move, Delete User Documents
• IOM 105-3 Upload View and Delete Context Documents
• OTB 101-1.1 Search, Preview, and Update Outbreaks
• OTB 101-1.4 Create an Outbreak and Enter Outbreak Details
• OTB 101-1.6 Close an Outbreak
• OTB 101-2.1 Add or Update Outbreak Diseases
• OTB 101-4.2.1 Add Investigation to Outbreak
• OTB 101-6.1 Record Unidentified Investigations
• OTB 101-6.2 Record Unidentified Signs & Symptoms Counts
• OTB 101-6.3 Record Unidentified Outcome Counts
• OTB 101-6.4 Record Unidentified Intervention Counts
• OTB 101-7.1 Exposure - Basic Flow (Contact Tracing)
• OTB 101-7.3 Create Transmission Event
• OTB 101-8.2 Create Intervention From Outbreak Module
• OTB 101-9.1.1 Link a Parent Outbreak to a Child Outbreak
• OTB 101-9.1.2 Unlinking Child Outbreaks
• OTB 101-9.2.1 Create Intervention Presets
• OTB 101-9.2.2 Create Preset Signs & Symptoms
• WKM 101-1.1 View Tasks Over a Five-Day Period
• WKM 101-2.1 Accept & Action a Task
• WKM 101-2.2 Reassigning a Task to Another User
• WKM 101-2.3 Rejecting a Task
• WKM 101-2.4 Creating Tasks Manually
• WKM 101-2.3 Assign Team Workload Tasks
• WKM 101-3.3 Delete Task
• WKM 101-3.4 Reopen Task