Converting a Contact Investigation to a Condition Record
ShowMe WorldCare End User Manual
Converting a Contact Investigation to a Condition Record
If a contact receives follow-up and never develops the condition of interest, the record can be closed and locked by selecting the final Process Status, Closed by Agency.
However, if the contact develops the condition of interest, the contact becomes a case, or condition record. For example, John Hagerston was exposed to COVID-19 by his wife, Suzy Hagerston. John was initially entered in ShowMe WorldCare as a contact investigation from Suzy’s record. John has now developed symptoms and was tested at a local pharmacy. He received a positive result. John now needs to be changed from a contact investigation record to a condition record.
SMWC Tip: Make any remaining changes needed on the contact investigation record before starting the conversion to a condition record. After conversion, the contact investigation record will be locked and no further changes can be made. Any information that needs to be added must be added to the condition record at that point.
To change a contact record to a condition record, click the Create Condition/Record button on the Administrative tab of the contact’s contact investigation record.
The user will be asked to confirm that they want to turn this contact into a condition record.
Clicking OK will cause a second pop-up to appear, asking if the user wants to create a new version of the person. Please refer to the Person Versions and Multiple Identities as well as the Entering Multiple Addresses sections of this manual for more details about person versioning. In general, if the contact’s name, basic demographics and address information is not changing from the contact investigation to the condition record, it is not necessary to create a new version.
After the person version question is answered, a pop-up will confirm that the contact has been successfully turned to a condition record.
Note: The Process Status of the Contact Investigation is now Converted to Condition-Record. This is not an option that users can select and is only assigned when a record is converted from a contact investigation to a condition. This locks the contact investigation to any future changes.
The Search – Person screen shows that John Hagerston now has both a CI record and a DI (condition) record.
SMWC Tip: Users can determine how many condition records started as contact investigations, or how many contact investigations were upgraded to condition records, by running reports on the Process Status field.