Build the hospital regions list

Note: You only need to consider building a hospital regions list if you have enabled the hospital add-on feature in the PM Basic or PM module. This list does not appear in the Settings screen by default.

Information on enabling this feature is available in Enable add-on features.

You only need to build the regions list if one or both of the following is true.

  • You are configuring the PM Basic or PM module for a hospital that reports to states that organize their data collection by geographical regions within the state.

  • You have staff members who have worked in the past for states that collected data using regions within the state. You need to track their region IDs from the past as part of their personnel record.

The regions list defined in the Admin module reflects the geographical areas your hospital reports patient data to. You also need to have a regions list in your PM Basic or PM module, to record region identification numbers associated with your staff members. These two lists are not always the same.

Example: Your hospital is located in Colorado, and reports its patient data to that state and specific regions within Colorado. As a result, you added Colorado and its relevant regions to the General > Agency Info > Hospital > Regions list in the Admin module. In the PM module, you would also add Colorado and its regions to the Work Lists > Regions list.

However, some of your hospital staff members previously lived in Texas and also have ID numbers for a couple of regions in Texas. Because you want to keep track of those Texas ID numbers as part of their personnel record, you would also add the Texas regions in the PM module. Since your Colorado hospital does not report to Texas, you would not add Texas and the relevant regions in the Admin module.

  1. Which version of the module opens depends on whether your agency or department has purchased the PM Basic or full version of the PM module.

    1. Do one of the following.

      • (If you are already working in the ESO Suite) Click the Home icon in the upper left corner of the screen.

        1. In a web browser, go to https://www.esosuite.net/EsoSuite.

          The ESO Suite login screen appears.

        2. Enter your user name, password, and agency name, then click Let's Go.

          If MFA is enabled, the Multi-factor authentication dialog box appears, displaying one or more methods you can use to verify your login credentials. The number of methods that appear in the dialog box depends on what MFA methods your ESO Suite administrators enabled in the Admin module.

          Click graphics
          to open them.

          Information on enabling MFA and specific MFA methods is available in the Admin module online help, in Configure multiple-factor authentication.

          Note: If your ESO Suite administrators have disabled MFA ("opted-out"), this dialog does not appear.

        3. (If the Multi-factor authentication dialog box appears) Depending on which buttons appear in the dialog box, verify your login in one of the following ways.

          1. Click MFA verification via authenticator app.

            The dialog box updates with boxes for entering the numbers of the authentication code, and the ESO Suite sends an authentication code to the authenticator application installed on your device.

          2. Open your authenticator application and note the authentication code currently displayed.

          3. Enter the authentication code displayed in the authenticator application.

          4. Click Log In.

          SMS

          1. Click MFA verification via SMS.

            The dialog box updates with boxes for entering the numbers of the authentication code, and the ESO Suite sends an authentication code to the phone number recorded in your PM records and identified with MFA codes.

          2. Enter the authentication code sent to your MFA-registered phone number.

          3. Click Log In.

          1. Click MFA verification via email.

            The dialog box updates with boxes for entering the numbers of the authentication code, and the ESO Suite sends an authentication code to your agency or department email address, recorded in your PM records.

          2. Enter the authentication code sent to your agency or department email address.

          3. Click Log In.

      The ESO Suite landing screen appears.

      Click graphics
      to open them.

      Note: If MFA is enabled, you can access and manage your MFA options through the PM module, on the Settings > Account page, as described in Manage a user account. If your agency or department has enabled MFA but has not purchased the full-featured version of the PM module, you can access your own MFA settings by clicking Change my Multi-Factor Authentication settings on the landing screen, then using the Settings > Account page that appears. If your agency has not enabled MFA, the Change my Multi-Factor Authentication settings link does not appear on the landing screen.

    2. On the top side of the home screen, click PM.

      Tip: If your screen or browser window is too narrow to display all your agency's ESO Suite module icons, an options icon appears on the right side of the icon bar. If you click the options icon, a menu appears containing additional module icons.

      A list of all the personnel in the PM module appears, displayed in a grid format.

      PM (full version) PM Basic

      Note: If you can access the full-featured PM module, you can view all your own information in it. The amount of information you can edit in the PM module depends on what roles and permissions your ESO Suite administrator assigned to your user account.

      Information on user accounts, roles, and permissions is available in Manage a user account.

  2. In the left pane, near the bottom, click the Settings icon.

    If you have the necessary permissions assigned to your ESO Suite user roles to configure settings, the Settings screen appears. The list of features that appears in the left pane reflects your permissions to access and configure the PM module, and whether your agency or department has PM Basic or the full-featured version of the PM module. By default, the module opens to the Certifications and Licenses > EMS screen.

    PM (full version) PM Basic

  3. In the left pane, expand Work Lists, then click Regions.

    A list of any states and regions already identified appears in the right pane.

  4. Work with the list of states and regions in any of the following ways.

    1. In the upper right corner, click Add.

      The Configure States for Regions dialog box appears.

    2. For State, click the list icon to the right of the field, select all the appropriate options from the menu that appears, then click OK or click outside the menu.

    3. Click Save.

      All the regions in the states you selected appear in the Regions pane.

    You can disable a region, so that the corresponding menu option does not appear in other areas of the module. You can always re-enable a region later, if needed.

    1. On the right side of the listing, click Actions, and choose Disable.

      A red Disabled label appears to the left of the region, and the region moves to the bottom of the list.

    2. On the right side of the listing, click Actions, and choose Enable.

      This option appears only if you disabled the region in the past.

      The red Disabled label disappears to the left of the region, indicating that the region will appear again as a menu option in other areas of the module.

    You can sort the list alphabetically to help find an item quickly.

    • In the upper right corner of the screen, click Sort Alphabetically.

      The list sorts from A-Z.

    Because some regions are used more frequently, you can sort the order of regions in the list for convenience when creating or updating personnel records.

    Example: All personnel in your hospital are required to have, at a minimum, a region identification number for the TX - TSA-A Panhandle RAC region, because that is where your hospital is located. It is convenient to have the this region appear at or near the top of the regions list, for easy selection when adding new personnel records.

    • Place your mouse pointer on the item you want to move to a new position in the list, drag it up or down the list to the position you want it to have in the list order, then "drop" the item where you want it to be in the list.

      As the item you are dragging moves over each item in the list, the list items move up or down in the list to make room for the item in its new position in the list order.

      Note: While the video below demonstrates changing the order of items in the immunizations list, the same drag-and-drop process applies to all module lists where you change the list order.

    Note: The list order in the Settings > Work Lists > Regions screen determines the list order that appears in drop-down menus in the rest of the module. Disabled values on the Settings > Work Lists > Regions screen do not appear for fields in the rest of the module.

  5. You can export a list of all the regions currently listed in the module, regardless of whether they are enabled or disabled. The list exports to a comma-separated values (*csv) file, which may be read with Microsoft Excel or other software applications, and includes each certification or license's name, type, jurisdiction, state, duration, duration units, reminder, and status (active or deactivated).

    • In the upper right corner of the screen, click Export.

      The file downloads to the default download location, and saves with the file name ESO_DataTypeDate.csv.