Longitudinal Followup
From CaisisWiki
Translations: italiano
Contents |
Introduction
Please note, this documentation is for the Follow Up Module within v6.0 of Caisis (not v5.0.2).
The purpose of this project is to continually update our databases with current medical information and vital status on all patients. This is an ongoing process that will be maintained on a daily basis whereby we can account for each patient’s follow-up status in our system.
The following flow-diagram summarizes the whole process.
II. Selecting patients that need follow-up
Caisis is a web-based database in the Department of Surgery at Memorial Sloan Kettering Cancer Center, New York, that stores information on the patients that are seen by the attendings. Each patient has a contact status that can be viewed in Caisis as seen below. Choosing a contact status from this list will bring up a list of patients who are in that category. Each patient’s contact status also can be seen in the Patient Info Tab when clicking on the Patient Data Tab after selecting the patient.
**NOTE: THIS IS NOT REAL DATA
A. Patients that do not need any follow-up:
• DoNotContactPerPt - The patient or family has requested that they not be contacted.
• DoNotContactPerMD - The physician has requested that the patient not be contacted. (ie: VIPs).
• Current - Medical information on the patient is available in the database within the last 14 months. Deceased patients are in this category as well, unless their family has specified that they wish to not be contacted. Each night, Caisis takes patients who have no data record within the past 14 months, and places them in the NeedVitalStatus category, while filtering out patients who are deceased or did not have their primary surgery at your site.
• LTF -Lost to Followup. The patient has not responded after 3 tries at mailing a questionnaire to them, or we cannot find updated contact information on them.
B. Patients that require a series of 2 steps to determine if they need a follow-up letter:
• NeedVitalStatus
Step 1: Patients who have no data record within the past 14 months, are not deceased, are not in DoNotContactPerMD or DoNotContactPerPt, the primary surgery was performed at your site, are not LTF, and have not had vital status checked by the tumor registry in the last 60 days. The instituional tumor registry must be checked to see if there is any data record within the past 14 months and has not been captured in Caisis.
Step 2: Check the Social Security Death Index (SSDI)- patients who have had tumor registry checked in the last 60 days, but no SSDI checked in the last 60 days. The SSDI may provide death information if the patient has deceased.
1. Checking Tumor Registry
In many cancer centers, the Tumor Registry is responsible for keeping a patient’s vital status updated. This information is stored in your site's electronic medical record (EMR.) Checking the Tumor Registry involves looking through EMR for vital status updates as well as for any recent medical information that is not already entered into Caisis. Look through the list of patient records for vital status and recent medical information.
a. Entering medical records information into Caisis
i. Vital Status-If the patient has died, enter the death date and cause of death under the Patient Info tab, and update the patient’s contact status to “Current”. If there is new information that indicates the patient is still alive, enter that date into the Status as “ALIVE.”
ii. Medical Information-If recent medical information is found that has not been entered into Caisis, enter it under the appropriate tabs in the database, and re-assess whether or not to update the patient to “Current.”
2. Checking SSDI
a. To access the SSDI, go to click on the links to the SSDI. If you haven’t done an SSDI before, you can click on the link to SSDI tips. A general search involves using the patient’s last name, social security number, and date of birth as search references. If the patient has died, enter the death date and cause of death under the Patient Info tab in Caisis.
b. Enter into the Actions tab, “VitalStatusChecked” after completing Stei 1 and Step 2.
c. Notifying the Tumor Registry if a patient has died
NeedLetter1, 2, or 3
NeedLetter1- Patients belonging to this category are those who have had vital status checked by the tumor registry, SSDI in the last 60 days and whose last item in the chronological list is > 14 months (i.e. no data record in the last 14 months). Once the action VitalStatusChecked is entered under the ACtions Tab, Caisis automatically updates the patient’s contact status to NeedLetter1. Three attempts are made at contacting the patient. If the patient hasn’t responded in 90 days (indicated by having no action entered), and the and tumor registry or SSDI hasn’t been checked again, the contact status is automatically updated to NeedVitalStatus (follow same instructions as before). Once their vital status has been checked, their contact status should be changed to NeedLetter2. The same events will occur if the patient still hasn’t responded after 90 days (NeedVitalStatus, then NeedLetter3). Please do not send out letters to patients during the holiday season.
Preparing mail out material:
- Print out cover letter, follow-up questionnaire, and authorization and mailing labels for each patient using Microsoft Access. Explain wizard
- The cover letter should have the current physician’s letterhead and correct contact information.
- Include a business reply envelope with the letter and questionnaire.
- All items should be stuffed in an envelope with the institutional logo.
1. Correspondence to patients residing outside of US should be by UPS to expedite correspondence
2. Inform Physician Office Assistants which patients have been sent letters and questionnaires. Inform them who they should refer any calls to about this. In addition, give them a copy of the questionnaire and letter.
3. Any new questionnaires and cover letters must be approved by the responsible physician before being sent out.
IV. Receiving letters and questionnaires
Open LetterReceived wizard. Page 1-Lists number of letters received, returned to sender, and pending. Page 2-Instructions for processing the letters as they are received Page 3-Instructions for entering data from the questionnaire Page 4-Instructions/criteria for changing the patient’s contact status NeedMD_Contact
1) Call the physician’s office and explain that you will be sending an authorization to get medical records for a patient. Ask if they prefer to fax the authorization or send it in the mail. If they prefer sending it by mail, send cover letter to physician along with patient’s signed consent. Alternatively, if a fellow or medical student calls the doctors office, they can get the information over the phone. Copies of the medical records are still needed. 2) Once this is done, enter the action MD_Contacted in the actions tab. 3) Once the medical records are received, enter the data, or change the patient’s contact status to NeedDataEntry, if the data can’t be entered right away.
NeedMD_ToCallPt
If the patient hasn’t responded after sending three letters, change the patient’s contact status to NeedMD_ToCallPt-patients who have been in the category Letter3_Sent and have had no action entered for 6 weeks. MDs (mainly research fellows) will then call the patient to collect a history, physician contact info, and get authorization.
The following is a list of pertinent questions to ask a patient if a fellow or medical student calls the patient. These can also be used when they call a patient’s doctor for records:
- Other treatments since RP?
- Have you had any problems with urination since the surgery (difficulty passing urine; urinary retention) Have you had any treatments for urethral strictures?
- Have you had any other procedures for prostate cancer-related problems/urinary dysfunction?
- Do you wear protective pads for urine loss/incontinence? How many pads do you wear during the day? How many pads do you wear at night? Have you had any treatment for incontinence (AUS)?
- Do you have any spontaneous erections sufficient for intercourse? Are you capable of intercourse without erectile aids? If you use aids, which aids are you using? If you take Viagra, which dose are you using? Do you use injection therapy or urethral suppositories? Have you had any surgical treatment for impotence (prosthesis)?
- Follow up lab reports since last records at your site? (total PSA, testosterone, free PSA)
- Are you being followed by a physician; may we have your physician’s address and mail you a permission form to request your records from your physician?
- Would you like to be mailed a QOL questionnaire that will ask questions about your general state of health and urologic function since your surgery?
- After calling the patient, enter the action Patient_WasCalled in the actions tab.
- Enter updated information in the database.
- Change the patient’s contact status to
- Current if you do not need to contact their physician, and have up to date information.
- NeedPtAuthorization if you need to send them a Release of Information form to sign.
- NeedMD_Contact if you need to contact their physician.
NeedPtContactInfo
If a letter gets returned undeliverable, and there is no forwarding address, enter an action, ReturnedToSender. Then change the patient’s contact status to NeedPtContactInfo. The following steps can be taken to obtain their contact info. Enter an action after each step is taken.
- Call the numbers listed in the database or DMS (patient’s numbers, emergency contact numbers).
- Call information (411) to check to see if there are any listings in their area code.
- Try their physicians listed to see if they have updated contact information.
- Search the internet.
- Try your site's Tumor registry to see if they can help. They can give you the last vital status they have for a patient or the last contact information for the patient.
- If you obtain updated contact information through any of these steps, update Caisis, enter the action AddressUpdated, and then change the patient’s contact status back to NeedLetter1, 2, or 3, depending on where they are in the process.
- If no contact information is obtained after all these steps, update the patient’s contact in the database to LTF “Lost to follow-up”.
Ordering Supplies
- Order institutional letterhead and envelopes.
- Business Reply envelopes are ordered as follows:
Caisis Demographics Contact Status
| PtContactStatus | Drop downActionItem Drop down |
|---|---|
| Current | CaseReviewed |
| DoNotContactPerMD | |
| DoNotContactPerPt | DataReceived |
| Letter1_Sent | |
| Letter2_Sent | Letter2_Sent |
| Letter3_Sent | Letter3_Sent |
| LostToFollowup | PtWebSearched |
| MD_Contacted | MD_Contacted |
| NeedDataEntry | DataEntered |
| NeedLetter1 | Letter1_Sent |
| NeedLetter2 | SentToCDB |
| NeedLetter3 | SentToEMR |
| NeedMD_Contact | VitalStatusChecked |
| NeedMD_ToCall | PtWasCalled |
| NeedPtAuthorization | |
| NeedPtContactInfo | PtContactInfoUpdated |
| NeedVitalStatus | LetterReturnedToSender |
Actions table Trigger
Whenever a user edits or inserts a record in the Actions table (Immediate Response- Should remain simple or as simple as possible)
UPDATE Patients
SET PtContactStatus = CASE WHEN i.ActionItem = 'VitalStatusChecked' AND PtContactStatus = 'NeedVitalStatus' THEN 'Current'
WHEN i.ActionItem = 'Letter1_Sent' AND PtContactStatus = 'NeedLetter1' THEN 'Letter1_Sent'
WHEN i.ActionItem = 'Letter2_Sent' AND PtContactStatus = 'NeedLetter2' THEN 'Letter2_Sent'
WHEN i.ActionItem = 'Letter3_Sent' AND PtContactStatus = 'NeedLetter3' THEN 'Letter3_Sent'
WHEN i.ActionItem = 'LetterReturnedToSender' AND PtContactStatus LIKE 'Letter[1-3]%Sent' THEN 'NeedPtContactInfo' WHEN i.ActionItem = 'MD_Contacted' AND PtContactStatus = 'NeedMD_Contact' THEN 'MD_Contacted' WHEN i.ActionItem = 'PtWasCalled' AND PtContactStatus = 'NeedMD_ToCallPt' THEN 'Current' WHEN i.ActionItem = 'DataReceived' AND PtContactStatus IN ('Letter1_Sent','Letter2_Sent','Letter3_Sent','MD_Contacted') THEN 'NeedDataEntry' WHEN i.ActionItem = 'DataReceived' AND PtContactStatus = 'NeedPtAuthorization' THEN 'NeedMD_Contact' WHEN i.ActionItem = 'DataEntered' AND PtContactStatus = 'NeedDataEntry' THEN 'Current'
WHEN i.ActionItem = 'PtContactInfoUpdated' AND PtContactStatus = 'NeedPtContactInfo' THEN 'Current' END
FROM Patients INNER JOIN Inserted i ON Patients.PatientId = i.PatientId WHERE PtContactStatus <> CASE
WHEN i.ActionItem = 'VitalStatusChecked' AND PtContactStatus = 'NeedVitalStatus' THEN 'Current'
WHEN i.ActionItem = 'Letter1_Sent' AND PtContactStatus = 'NeedLetter1' THEN 'Letter1_Sent'
WHEN i.ActionItem = 'Letter2_Sent' AND PtContactStatus = 'NeedLetter2' THEN 'Letter2_Sent'
WHEN i.ActionItem = 'Letter3_Sent' AND PtContactStatus = 'NeedLetter3' THEN 'Letter3_Sent'
WHEN i.ActionItem = 'LetterReturnedToSender' AND PtContactStatus LIKE 'Letter[1-3]%Sent' THEN 'NeedPtContactInfo'
WHEN i.ActionItem = 'MD_Contacted' AND PtContactStatus = 'NeedMD_Contact' THEN 'MD_Contacted' WHEN i.ActionItem = 'PtWasCalled' AND PtContactStatus = 'NeedMD_ToCallPt' THEN 'Current' WHEN i.ActionItem = 'DataReceived' AND PtContactStatus IN ('Letter1_Sent','Letter2_Sent','Letter3_Sent','MD_Contacted') THEN 'NeedDataEntry' WHEN i.ActionItem = 'DataReceived' AND PtContactStatus = 'NeedPtAuthorization' THEN 'NeedMD_Contact' WHEN i.ActionItem = 'DataEntered' AND PtContactStatus = 'NeedDataEntry' THEN 'Current'
WHEN i.ActionItem = 'PtContactInfoUpdated' AND PtContactStatus = 'NeedPtContactInfo' THEN 'Current' END
Nightly Job(Delayed Response, Can be complex)
CREATE PROCEDURE dbo.spFollowupUpdatePtContactStatus
AS
BEGIN TRANSACTION
--Change to current if null
UPDATE Patients
SET PtContactStatus = 'Current'
WHERE PtContactStatus = '0' OR PtContactStatus IS NULL
/*
If they are Current and (no data in the last 14 months or dead)
and (vital status has not been checked in the last 60 days) then
change to NeedVitalStatus
- /
UPDATE Patients SET PtContactStatus = 'NeedVitalStatus' FROM Patients LEFT OUTER JOIN FJ_CurrentDataView ON Patients.PatientId = FJ_CurrentDataView.PatientId LEFT OUTER JOIN FJ_VitalStatusCheckedView ON Patients.PatientId = FJ_VitalStatusCheckedView.PatientId WHERE PtContactStatus = 'Current' AND FJ_CurrentDataView.PatientId IS NULL AND FJ_VitalStatusCheckedView.PatientId IS NULL /* If they are Current and (no data in the last 14 months or dead) and (vital status has been checked in the last 60 days) then change to next letter/contact, If the last LetterX_Sent was more than 90 days ago then move to NeedLetter1 so can restart the process */ UPDATE Patients SET PtContactStatus =CASE WHEN LastLetterSent IS NULL THEN 'NeedLetter1' WHEN LastLetterSent LIKE 'Letter1%Sent' THEN 'NeedLetter2' WHEN LastLetterSent LIKE 'Letter2%Sent' THEN 'NeedLetter3' WHEN LastLetterSent LIKE 'Letter3%Sent' THEN 'NeedPtContactInfo' END FROM Patients LEFT OUTER JOIN FJ_CurrentDataView ON Patients.PatientId = FJ_CurrentDataView.PatientId INNER JOIN FJ_VitalStatusCheckedView ON Patients.PatientId = FJ_VitalStatusCheckedView.PatientId LEFT OUTER JOIN FJ_LastLetterSentView ON Patients.PatientId = FJ_LastLetterSentView.PatientId WHERE PtContactStatus = 'Current' AND FJ_CurrentDataView.PatientId IS NULL /* If they are LetterX_Sent or NeedLetterX or NeedVitalStatus and (no LetterX_Sent in the last 90 days) and (have data in the last 14 months or dead) change to Current */ UPDATE Patients SET PtContactStatus = 'Current' FROM Patients INNER JOIN FJ_CurrentDataView ON Patients.PatientId = FJ_CurrentDataView.PatientId LEFT OUTER JOIN FJ_RecentLetterSentView ON Patients.PatientId = FJ_RecentLetterSentView.PatientId WHERE (PtContactStatus LIKE 'Letter[1-3]%Sent' OR PtContactStatus LIKE 'NeedLetter[1-3]' OR PtContactStatus = 'NeedVitalStatus') AND FJ_RecentLetterSentView.PatientId IS NULL /* If they are LetterX_Sent only and (no LetterX_Sent in the last 90 days) and (no data in the last 14 months or dead) and (vital status has not been checked in the last 60 days) change to NeedVitalStatus
- /
UPDATE Patients SET PtContactStatus = 'NeedVitalStatus' FROM Patients LEFT OUTER JOIN FJ_CurrentDataView ON Patients.PatientId = FJ_CurrentDataView.PatientId LEFT OUTER JOIN FJ_RecentLetterSentView ON Patients.PatientId = FJ_RecentLetterSentView.PatientId LEFT OUTER JOIN FJ_VitalStatusCheckedView ON Patients.PatientId = FJ_VitalStatusCheckedView.PatientId WHERE PtContactStatus LIKE 'Letter[1-3]%Sent' AND FJ_CurrentDataView.PatientId IS NULL AND FJ_RecentLetterSentView.PatientId IS NULL AND FJ_VitalStatusCheckedView.PatientId IS NULL /* If they are LetterX_Sent and (no LetterX_Sent in the last 90 days) and (no data in the last 14 months or dead) and (vital status has been checked in the last 60 days) then change to next letter/contact */ UPDATE Patients SET PtContactStatus =CASE WHEN PtContactStatus LIKE 'Letter1%Sent' THEN 'NeedLetter2' WHEN PtContactStatus LIKE 'Letter2%Sent' THEN 'NeedLetter3' WHEN PtContactStatus LIKE 'Letter3%Sent' THEN 'NeedPtContactInfo' END FROM Patients LEFT OUTER JOIN FJ_CurrentDataView ON Patients.PatientId = FJ_CurrentDataView.PatientId LEFT OUTER JOIN FJ_RecentLetterSentView ON Patients.PatientId = FJ_RecentLetterSentView.PatientId INNER JOIN FJ_VitalStatusCheckedView ON Patients.PatientId = FJ_VitalStatusCheckedView.PatientId WHERE PtContactStatus LIKE 'Letter[1-3]%Sent' AND FJ_CurrentDataView.PatientId IS NULL AND FJ_RecentLetterSentView.PatientId IS NULL /* If patient is dead change ContactStatus to Current but only if ContactStatus is not already Current and ContactStatus NOT LIKE '%DoNotContact%'
- /
UPDATE Patients SET PtContactStatus = 'Current' FROM Patients WHERE (PtContactStatus <> 'Current' AND PtContactStatus NOT LIKE '%DoNotContact%') AND (PtDeathDateText IS NOT NULL) COMMIT TRANSACTION GO
Queries used by Nightly Job
CREATE VIEW dbo.FJ_CurrentDataView
AS
--Not all tables are represented here Includes deceased patients SELECT a.PatientId AS PatientId
FROM
(
SELECT BxDate AS SortDate, 'Biopsies' AS TableName, PatientId
FROM Biopsies WHERE BxDate > DATEADD(m,-14,GETDATE())
UNION
SELECT BxDate AS SortDate, 'BiopsiesProstate' AS TableName, PatientId
FROM BiopsiesProstate WHERE BxDate > DATEADD(m,-14,GETDATE())
UNION
SELECT ClinStageDate, 'ClinicalStages', PatientId
FROM ClinicalStages
WHERE ClinStageDate > DATEADD(m,-14,GETDATE())
UNION
SELECT DxDate, 'Diagnostics', PatientId
FROM Diagnostics
WHERE DxDate > DATEADD(m,-14,GETDATE())
UNION
SELECT LabDate, 'LabTests', PatientId
FROM LabTests WHERE LabDate > DATEADD(m,-14,GETDATE())
UNION
SELECT MedTxDate, 'MedicalTherapy', PatientId
FROM MedicalTherapy WHERE MedTxDate > DATEADD(m,-14,GETDATE())
UNION
SELECT OpDate, 'Procedures', PatientId
FROM Procedures
WHERE OpDate > DATEADD(m,-14,GETDATE())
UNION
SELECT SurgDate, 'Surgery', PatientId
FROM Surgeries
WHERE SurgDate > DATEADD(m,-14,GETDATE())
UNION
SELECT EndoDate, 'Endoscopy', PatientId
FROM ProcEndoscopies
WHERE EndoDate > DATEADD(m,-14,GETDATE())
UNION
SELECT CytoDate, 'Cytology', PatientId
FROM Cytologies
WHERE CytoDate > DATEADD(m,-14,GETDATE())
UNION
SELECT BrachyDate, 'BrachyTherapy', PatientId
FROM BrachyTherapy WHERE BrachyDate > DATEADD(m,-14,GETDATE())
UNION
SELECT RadTxDate, 'RadiationTherapy', PatientId
FROM RadiationTherapy WHERE RadTxDate > DATEADD(m,-14,GETDATE())
UNION
SELECT StatusDate, 'Status', PatientId
FROM Status
WHERE StatusDate > DATEADD(m,-14,GETDATE())
UNION
SELECT PtProtocolStatusDate, 'Protocols', PatientId
FROM PatientProtocols INNER JOIN PatientProtocolStatus ON PatientProtocolStatus.PatientProtocolId = PatientProtocols.PatientProtocolId
WHERE PtProtocolStatusDate > DATEADD(m,-14,GETDATE())
UNION
SELECT EncDate, 'Encounters', PatientId
FROM Encounters WHERE EncDate > DATEADD(m,-14,GETDATE())
UNION
SELECT SurveyDate, 'Surveys', PatientId
FROM Surveys
WHERE SurveyDate > DATEADD(m,-14,GETDATE())
--Add in deceased patients classified as having a DeathDateText
UNION
SELECT PtDeathDate, 'Patients',PatientId
FROM Patients
WHERE (PtDeathDateText IS NOT NULL)
) AS a
GROUP BY a.PatientId
CREATE VIEW dbo.FJ_VitalStatusCheckedView
AS
SELECT DISTINCT PatientId
FROM Actions
WHERE ActionItem = 'VitalStatusChecked' AND
ActionDate >= DATEADD(d, - 60, GETDATE())
CREATE VIEW dbo.FJ_LastLetterSentView
AS
SELECT Actions.PatientId AS PatientId, ActionItem AS LastLetterSent
FROM
(
SELECT MAX(ActionDate) AS LastLetterDate, PatientId
FROM Actions
WHERE (ActionItem LIKE 'Letter[1-3]%Sent') AND ActionDate >= DATEADD(d, - 90, GETDATE())
GROUP BY PatientId
) AS a INNER JOIN Actions ON a.PatientId = Actions.PatientId AND
a.LastLetterDate = Actions.ActionDate
WHERE (ActionItem LIKE 'Letter[1-3]%Sent')
CREATE VIEW dbo.FJ_RecentLetterSentView
AS
SELECT DISTINCT PatientId
FROM Actions
WHERE ActionItem LIKE 'Letter[1-3]%Sent' AND
ActionDate >= DATEADD(d, - 90, GETDATE())
