Creating Site Records



 
 
1. How to fill out a site record form
A form for a site record has four main sections:
  1. Site identifier information
  2. Display status and service area
  3. Topics
  4. Local organization site belongs to
 
Here are the fields on the form, along with their descriptions. Fields with * are required:
  1. Date entered: When you begin filling out a new form, this is automatically entered by the system
  2. Date reviewed: When a reviewer approves a record, this is automatically entered by the system.
  3. Date modified: Whenever a record is edited, a modified date is automatically entered by the system.
  4. Name of person creating the record: This is automatically completed based on your login information.
  5. Name of person reviewing site: This is automatically completed based on the reviewer's login information.
  6. Name of person modifying site: This is automatically completed based on the person's login information.
  7. Name of site*: This is the name of the service, e.g., St. Mary's Hospital, Valley Diabetes Clinic, Columbia Cardiology Associates.
  8. URL: Must begin with http:// or https://.
  9. Address1*: An address is required, but it can be only one line. Note: It is important for the local administrator to create standards for abbreviations such as Street, Drive, etc. because the system does not recognize these as being the same. This can cause problems with duplicate records.
  10. Address 2
  11. City*: This is required.
  12. State*: There is a pull-down menu for selecting a state. Typing in the first letter of the state takes you to states beginning with the letter.
  13. Zip code*: Five-digit zip code is required. A link to the USPS zip-code lookup web site is available. Zip code must be valid for the state.
  14. Zip code extension: Not required.
  15. Phone number and its extension: The phone number can be in any format, e.g., (301)496-5000 or 301-496-5000 or 301 496 5000 ext. 23.
  16. E-mail address: The default display is ‘No’.  E-mail addresses must contain the @ sign and domain suffix such as .com or .edu.
  17. Description: This is where you can add text about a service, e.g., "Provides flu shots from October to December and tetanus shots all year. Also provides periodic screenings for cholesterol, high blood pressure, and skin cancer." This description will display on public pages. Limited to 500 characters.
  18. To create a link within the description code (opens a new window):
    <a href="http://www.medicare.gov/NHCompare/Include/DataSection/Questions/SearchCriteria.asp?" newwin="Y">Nursing Home Compare</a>


    The code to open the link in the same window is:

    <a href="http://www.medicare.gov/NHCompare/Include/DataSection/Questions/SearchCriteria.asp?" newwin="N">Nursing Home Compare</a>


    If no newwin value is specified the default will be 'open in new window'.
     

  19. Service area: The default is "Use Zip Code," which the system will translate into the county by using the zip code in the address. The other options are "areawide", which is the entire Go Local area, or any other counties you select from a state/county menu.
  20. Display yes/no*: The default is set to "Yes." If you are not going to display a site, you must chose "No" and select a reason.
  21. Reason(s) not to display: Required if "no" is selected.
  22. Associated local service terms*: At least one local service term is required. The local service terms are mapped to local health topics.
  23. Associated organization(s) name: If the site is part of a larger organization, you may create an organization name to associate with the site. For example, if the record is for the Washington County Mobile Health Screening Center, the organization might be the Washington County Health Department.
  24. Comments: This is where selectors may add information about the record to aid reviewers (e.g., This clinic is a part of St. Mary's Hospital. Should St. Mary's Hospital also be listed as an organization?) Reviewers can also add information if they return the record to the selector (e.g., Please add Ambulatory Care Centers to this record.) When you add a comment, a date is entered automatically when you submit. Place the cursor at the top of the comments box so that the comments are displayed with the most recent first. MedlinePlus selectors and reviewers find it helpful to add their initials to comments to track changes to a record.


2. Site identifying information
A site record requires a name, address, city, state, and zip code. It may also include a telephone number, email address, or a web address.



3. Geographic Designation Display
The public display reflects three choices in the input system:
 

 
  1. Resources in Santa Fe County
    1. Use Zip Code - For county where resource is physically located
      1. Resource with zip code of 87505 would be listed under Santa Fe County only
  1. Regional resources also serving Santa Fe County
    1. List Counties - Regional is determined per record by the selector, such as a resource in a neighboring county
      1. Regional would be designated by selectors who choose from list counties
  1. Resources serving all of New Mexico
    1. Entire Area - All of Go Local area
      1. Resource located anywhere and serve the entire Go Local area
      2. Statewide resources such as State Health Department
      3. National resources such as:
        National Institute on Alcohol Abuse and Alcoholism (NIAAA)
        5635 Fishers Lane, MSC 9304
        Bethesda, MD 20892-9304


4. Display Status
The default display status for a record is Yes. The selector must change the status to No for the site not to display. If you change it to No, you must also choose a reason not to display the record.



5. Topics
Adding a topic is the most complex step in creating a record. You need to associate a record with both local service terms and local health topics. Here are some definitions:

6. Topic Mappings

Local service term to local health topic
 
Local service term to another local service term
 
Local health topic to another local health topic
 
Local health topics and local service terms are also mapped to MedlinePlus health topics










7. Selecting local service terms and local health topics for your site record: step by step

Step 1: Click on the Open Local Service Terms Window button:



Step 2: The Local Service Term Window opens.



Step 3: Click on a local service term to select it, the scope note of the service term will appear.  Click OK. Note: You can only choose one local service term at a time. Clicking on a see reference to the local service term is the same as clicking on the local service term.

Note: When this screen opens, it shows you the first 20 local service terms. You can also select from the alphabetical list at the top of the screen. Another option is to type words into the search box. The options are "start with" and "contain."



Step 4: The window shows the automatic mappings to local health topic mappings, the suggested health topic mappings, and the "Browse Other Local Health Topics" button for you to associate additional terms if desired.


Note: you may select as many suggested mappings as you want, or click select all to choose all suggested mappings.

Step 5: Below, you have clicked on Browse Other Local Health Topics and chosen to map Assisted Living to End of Life Issues:


Note: You may select multiple topics by holding down the Control key (Ctrl) and clicking.

Step 6: When the user clicks Apply, the Other Local Health Topics window closes, and the user is returned to the mapping window for Assisted Living Facilities, which now looks like this:



At this point you may:
  1. Click Apply & Continue to select another Local Service Term to map to this record.
  2. Click Apply & Close to finish the topic portion of the record.
  3. Click Cancel Selection to remove Group Homes (and its associated local health topics) and return to the Assign Local Service Terms window.


8. Local organization site belongs to
The last step is to assign the local organization that the site belongs to.


Clicking on "Open Local Organizations Window" brings up a list of local organizations.

If the organization is not listed, you may enter a New unapproved organization name below the Organizations window. Note: Sites do not need to be associated with an organization name.

 

When you've filled out all the information on the form, you can submit it by clicking on the Submit button. After a site record is submitted, it moves to the Pending Records queue.