QDI Cases List View

To use QDI, you must have the correct role and permissions. If they haven't been assigned to you, contact Tendo Support to set them up.

Tendo’s Customer Engagement team will provide you with the url and log in to access Tendo, where the QDI application resides. Then log in to the QDI app using your EHR credentials.

If when you log in, you aren't taken directly to the QDI application because you also have permissions to use another Tendo app, click on the main navigation menu in the top left corner, and choose QDI.

You should see the Cases list view. If not, click the Cases tab in the left navigation bar.

Navigating the Case Views

The tabs at the top of the page are Case Views that provide a quick and convenient way to access subsets of cases that have been predefined for different purposes.

All cases - List of all cases.

Unassigned - Cases that have not been assigned to an owner. The Owner column is empty when a case doesn't have a CDI professional assigned to the case. Use this view to find new cases to work on. Please refer to the Assigning a Case section for how to claim a case or assign a case to yourself or another CDI professional.

In Progress - Cases that have been assigned and are in progress. Use this view to view all cases that CDI Specialists are working on.

My Open - Cases that have been assigned to you and are not Closed. These are the list of cases that you are responsible for.

Watching - Cases that you're keeping track of, regardless of whether you are the owner. For example, if you're waiting for a case to be coded, you can add the case to your Watching list to keep track of the case. Please refer to the Watching a Case section for how to add a case to your Watch list.

Closed - Cases that have been closed. Please refer to the Closing a Case section for how to close a case.

Understanding the Case Table Data

Each row in the table represents an individual patient case that is associated with a patient encounter. Each case may contain one or more conditions or comorbidities.

Each column displays relevant information about the listed cases:

• HAR - The Hospital Acquired Review (HAR) number created by the hospital. They are usually specific to a single patient encounter. Click on a HAR number to see and manage a detailed view of a case.
• Comorbidity - Potential missing condition(s) identified by the Insights engine based on data.
• Owner - The first and last name of the CDI specialist to whom a case has been assigned.
• Progress - The table calculates and displays the progress of the comorbidities on a case. A case can contain one or more comorbidity opportunities. The denominator is the total number of comorbidities associated with a case. The numerator is the number of comorbidity opportunities that have been completed on the case. Progress is represented as a fraction, such as 1/3. This means that the case has three comorbidity opportunities, and the status of two of them are complete, but one is outstanding.
• Priority - The system automatically prioritizes patient cases for review based on criteria such as admission date, case complexity, and patient condition. The table displays the priority of each case using values: Low, Medium, and High. By default for all views except for My Open, the case list is sorted by descending priority.
• Modified - The date and time when a case was last modified. This column is updated when a field on a case is edited, an owner is assigned or reassigned, an assigned case is reassigned, a field on an opportunity is updated, or when the case is closed. In My Open view, the case list is sorted by Modified with the most recent displaying at the top. You can use this column to identify the last case that you claimed from My Open view.
• Case Age - The number of days between the case creation date and the current date. The lowest date number that can be displayed is 1.
• Query Status - The summary of the queries' statuses on the case. Each case can have one or more comorbidity opportunities, and each opportunity can have a query. A query is an outstanding question or inquiry sent to a physician or clinical staff.
  • If one condition’s query status = Pending and another’s status = Complete, the Case Query Status = Pending.
  • If all the conditions in the case have a status = Pending, the Case Query Status = Pending.
  • If all the conditions in the case have a status = Complete, the Case Query Status = Complete.
  • If all the conditions in the case do not have a status, the Case Query Status will be null.
  • If one condition’s query status = Pending and another’s status is blank, the Case Query Status = Pending.
  • If one condition’s query status = Complete and another’s status is blank, the Case Query Status = Complete.

Sorting a List View

The default sort in all of the views except for My Open is by Priority descending in priority level. The default sort in My Open view is by Modified with the latest displaying at the top.

Manual sorting is available on the following columns. To sort, click on the up or down arrows at the top of the column.

1. Owner
2. Priority
3. Modified
4. Case Age

Searching for Specific Cases or Groups of Cases

Using the search bar at the top of a list view, you can search for cases by HAR, Comorbidity and Owner. Comorbidity and Owner allow for partial matches; however, HAR requires an exact match.

Filtering the Case List

You can filter table data by priority, owner, and comorbidity. To filter the table data, click the Filter icon in the upper right corner.

A filters drawer will open from the right hand side. Select a filter for priority, owner, and/or comorbidity in the dropdown menus. You can select multiple values for each filter.

The case list will display a filtered list based on your selections. Click x to exit the filters view.

Select Clear Filters to clear the selected filters.

Exporting Data

Table data can be exported as a CSV. This allows you to conduct further analysis or share the data in the way that you have searched for it or filtered it. The exported file displays data in all of the columns that are shown in a selected search or filter view.

To export:

1. Navigate to a view (e.g., My Open).
2. Filter the table as needed.
3. Sort the table as needed.
4. Click Export button.

Quick Actions

You don’t need to open a case to perform some actions. From the case list view, perform quick actions by clicking on the … button at the end of a case row.

Select Assign, Watch, or Close.

Assigning a Case

To claim an unclaimed case, click the blue Claim button in the case row to assign it to yourself. You can do this from the All Cases or from the Unassigned Views

To assign a single case to someone else, click the … button from the case row on the right. Select Assign from the drop down menu, and select the CDI specialist's name.

A modal will appear on which you can select a specialist to assign the cases to.

Then click Assign. A small message will appear at the bottom right corner of the screen indicating that the case has been assigned to that specialist, and the case will disappear from the Unassigned table view.

You can Assign cases in bulk:

1. From a case list view, select multiple checkboxes.
2. Click the … button at the top right hand of the table.
3. Select Assign Cases.
4. A modal will appear with a list of users. Select a user from the list, and select Assign.

A small message will appear at the bottom right corner of the screen indicating that the case has been assigned to that specialist, and the case will disappear from the Unassigned table view.

Watching a Case

If you would like to keep an eye on a case regardless of whether you are the owner or not (e.g., you would like to keep track of a case until it is coded), you can do so by Watching a case.

1. From a case list view, click the … button on the right side of the case row.
2. Select Watch from the dropdown menu.

You are now watching the case. Navigate to the Watching tab at the top to see the cases that you are watching.

You can Watch cases in bulk:

1. From a case list view, select multiple checkboxes.
2. Click the … button at the top right of the table.
3. Select Watch Cases.

To Un-watch a case that you have been watching:

1. Navigate to the Watching tab at the top of the list view.
2. Locate the case record you want to un-watch.
3. Click the … button next to the case record.
4. Select Un-watch.

Closing a Case

To close a case:

1. Click the … button on the right of the case row.
2. Select Close.

To close cases in bulk:

1. From a case list view, check multiple checkboxes.
2. A … button should appear at the top right hand of the table. Click the … button.

Select Close Cases.