Embedded Files
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Initial 'Getting Started with EpiTrax' Training Module
Initial 'Getting Started with EpiTrax' Training Module
This training provides a fundamental introduction to the EpiTrax system and walks you through the account setup process. Designed for the full transition to EpiTrax in a production environment, this module is required for access to the official system, which will go live in 2024.
Learning Objectives:
Become familiar with the EpiTrax system
Recognize EpiTrax security measures
Describe appropriate public health use of EpiTrax
Understand how to gain access to EpiTrax
Explore how to search for and create an event
Demonstrate how to route an event through the investigation process
Be prepared to gain access to the EpiTrax system for public health work
Links:
COTrain Quick Guide | COTrain Email Verification Guide | Account Setup
Available Walkthrough Training Modules
Available Walkthrough Training Modules
Background
These trainings consist of short video walkthroughs that provide step-by-step guidance on various EpiTrax processes and topics. This flexible approach enables you to select modules most relevant to your needs and learn about specific topics concisely and hands-only. The exception is the first 'EpiTrax Walkthrough' video, which is an hour-long overview of the whole EpiTrax site.
Accessibility: Please note that all videos will have closed captioning and alt text. In addition, a stand-alone script will be linked under the link for most modules.
EpiTrax Walkthrough
Description:
This video gives a walkthrough of the EpiTrax site, providing an overview of navigating the system from the main menu. It also describes the purpose of each of the main menu tabs and shows some of the functionality within.
Learning Objectives:
Explore the landing page
Understand the basic functions of each main menu tab and the information contained within
Learn about 'Workflow Options' and various parts of a CMR file
Links: Module
Colorado Immunization Information System (CIIS) Integration
Description:
This module explains how vaccination information from Colorado's official vaccination registry, CIIS, integrates into confidential morbidity reports (CMRs).
Learning Objectives:
Understand Colorado Immunization Information System data integration in a confidential morbidity report.
Learn to manage vaccine information by editing, importing, manual entry, and deletion.
Discover the conditions under which vaccine information is imported.
Explore common reasons for missing vaccine data in a CMR.
Links: Module | Accessibility script
Routing Cases
Routing Cases
Description:
This module covers case routing in EpiTrax, from case creation to closure.
Learning Objectives:
Understand EpiTrax's routing steps
Discern which workflow steps are required and which can be skipped
Participate in the routing process within two areas of a CMR
Complete routing steps, including accepting a CMR for the local health department and assigning and accepting a CMR as an investigator
Links: Module | Accessibility Script
Creating & Managing Helpful Events/ Views
Creating & Managing Helpful Events/ Views
Description:
Events can help you in your workflows by displaying cases that are relevant to you. This goes over how to create and manage helpful views.
Learning Objectives:
Understand how to create an event view and which variables you can filter by
Create a view that will allow you to see your agency's assigned cases awaiting acceptance.
Modify a view and set one as a default
Learn about the bulk workflow options
Links: Module | Accessibility Script | Creating Event Views in EpiTrax
Set Up EpiTrax Account & Multi-factor Authentication (MFA)
This module covers setting up an account in EpiTrax, Multi-factor authentication, troubleshooting, and login process.
Learning Objectives:
Learn the process for setting up access to EpiTrax
Understand the process of Multi-factor authentication
Learn how to set up a password and reset your password
Discover how to log in
Links: Module | Accessibility Script
Saving, User Timeout, & CMR Lockout
This module goes over best practices and troubleshooting of common issues, including saving, timing out of the system, Person lockouts, and denied access to records.
Learning Objectives:
Learn the importance of saving throughout your session
Discover what triggers a user timeout and how to avoid it
Discover what triggers a CMR lockout and decide when and how to override it
Describe why you may not be able to access a certain CMR
Links: Module | Accessibility Script
Managing Tasks
Being assigned a task in EpiTrax is different from being assigned a case. This training goes over how to utilize the tasks feature of EpiTrax.
Learning Objectives:
1. Understand how to navigate the tasks dashboard
2. Update a task view and set a default for your dashboard
3. Explore the ‘My Scheduled Tasks’ tab
4. Learn how to assign tasks within a CMR, both to yourself and to another staff
Links: Module Link | Accessibility Script
People
The people tab is an area of EpiTrax that will allow you to see profile-level and aggregated CMR information. This training will go over when and how to use this tab.
Learning Objectives:
Learn when you may want to use the ‘People’ tab
Discover what information appears in a person file
Discern what information you can and can not edit, add, or delete within a person file
Discover how changes you make in a CMR will affect the person file and vice versa
Links:
Exports
You can use the Exports tab to get data out of EpiTrax. This training will cover how to create, edit, and manage your exports, which are custom queries that can be filtered to give you the needed information in a CSV file.
Learning Objectives:
Identify what data you will be able to get out of EpiTrax in an export based on your permissions.
Create an export and select filters for variables you want to export
Learn how to share, edit, and copy an export
Discover other areas of EpiTrax that allow you to export data
Links: Module Link | Accessibility Script | How to Recreate CEDRS Reports in EpiTrax
Demographics
This module will describe the various pieces of a CMR file. When opening a CMR, you will see four menus and an open demographics tab. This training will cover navigating the menus and entering demographic information into the first tab of a CMR.
Learning Objectives:
Explore the menus and fields found on the demographics page in a CMR
Enter an address, birth date, race, and other essential demographics into the fields
Save demographic information
Understand that DOB, Gender, Ethnicity, and Race are considered critical surveillance indicators
Links: Module Link | Accessibility Script
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