CalREDIE Frequently Asked Questions (FAQ)

1. How do I get an account for CalREDIE?

2. What are the browser settings required for access to CalREDIE?

3. What is the standard for unknown names in CalREDIE?

4. Why can I not close out an incident?

5. Why does the incident not “lock” after I select “Closed by LHD”?

6. How do I unlock a closed incident?

7. I got locked out of an incident. How do I avoid this?

8. How do I delete an incident?

9. How do I delete a patient?

10. How do I merge two incidents together?

11. How do I merge two patient records together?

12. How do I transfer an incident to another county or state?

13. What do I do if I cannot find a desired entry in the Report Source or Location Dictionary?

14. What is the difference between a New Version vs. a Correction?

1. How do I get an account for CalREDIE?

In the “Accessing CalREDIE” section on the CalREDIE Help page, you can select the appropriate account request form based on your role (Local Health Department Staff, State Staff, Provider). Please follow the form’s instructions and complete only the section(s) that are applicable to you. LHD Staff and Providers should return the form to their local Health Department’s CalREDIE Liaison, while State Staff should return it to their Branch Liaison. Liaisons will submit completed forms to the CalREDIE Help Desk, which will create the account and provide you with your login credentials. Accounts are typically created within 48 hours from the time the CalREDIE Help Desk receives the form from the Liaison.

2. What are the browser settings required for access to CalREDIE?

You will need to have Internet Explorer 7.0 or higher installed on your computer. Please refer to the CalREDIE System Requirements document in the “Accessing CalREDIE” section of the CalREDIE Help page for help troubleshooting common issues.

3. What is the standard for unknown names in CalREDIE?

The standards for unknown contacts versus unknown patients are slightly different. For unknown contacts, please enter the last name as "Unknown", and add a hyphen and the incident ID of the source case (example: "Uknown-15678, John"). For unknown patients, please enter the first and last name as “Unknown”, and add your 2-digit county code to the end of the first and last name (example: a patient in Riverside County would be entered as “Unknown33, Unknown33”).

4. Why can I not close out an incident?

If you are not an Enhanced Local Health Department Staff user you will not be able to “close” all diseases due to the workflows associated with the individual diseases.

5. Why does the incident not “lock” after I select “Closed by LHD”?

Every disease is associated with a specific workflow. You will notice that the diseases that go into state review will not lock even though you have the Process Status set to Closed by LHD. The document titled CalREDIE Disease Conditions and Workflow in the “User Guides & Reference Materials” section on the CalREDIE Help page outlines which diseases are associated with each workflow and what process statuses are included in each of those workflows.

6. How do I unlock a closed incident?

Local Enhanced and State Staff may unlock a closed incident by clicking on the lock icon in the upper right hand corner of the toolbar.

7. I got locked out of an incident. How do I avoid this?

When an incident is locked, you will see a message that says, “This incident is locked by….” This will occur if you close out of your browser (using the “x” button on the top right of your browser window) or if you use your browser’s “Back” button, while still in an incident. Please exit incidents by returning to the search screen (Search) and then using the log-out button. This will ensure that you do not get locked out. If you do get locked out, contact CalREDIE Help (866-866-1428) and they can unlock it for you.

8. How do I delete an incident?

To delete an incident, first go to the Case Investigation tab. On the bottom left hand side of this tab you will find the Delete Incident button. Please note that incidents can only be deleted by Local Enhanced Staff.

9. How do I delete a patient?

CalREDIE Users are not able to delete patients. To delete a patient, please send your request via email to CalREDIE Help at CalREDIEHelp@cdph.ca.gov. Please note that any incidents associated with the patient must be deleted beforehand. We will not delete a patient with any associated incidents or if they have any other roles (i.e. Contact or Family Member).

10. How do I merge two incidents together?

Please refer to Section 19: Merging Incidents of the CalREDIE User Guide for information and stepwise instructions on how to merge two incidents together.

11. How do I merge two patient records together?

Merging people is a two-step process and involves both the LHD and CalREDIE Help. It is up to the LHD to identify and flag the two individuals for merging, however, CalREDIE Help must perform the actual merge. Please refer to the Data Management - Merging Two People section of the CalREDIE Reference Guide for information and stepwise instructions on how to mark two patients for merge.

12. How do I transfer an incident to another county or state?

The Jurisdiction Transfer Protocol and CalREDIE Out of State Protocol are provided in the “User Guides & Reference Materials” section on the CalREDIE Help page.

13. What do I do if I cannot find a desired entry in the Report Source or Location Dictionary?

If after conducting a thorough search you cannot find a desired entry, please complete the Report Source & Location Dictionary Request Form (located in the “Additional Forms & Resources” section on the CalREDIE Help page), and submit it to the CalREDIE Help Desk (CalREDIEHelp@cdph.ca.gov). Typically, requests are fulfilled within 4 business hours.

14. What is the difference between a New Version vs. a Correction?

A New Version should be used if any demographic information is changing for a patient; for example, if a patient has moved or had a name change. A Correction is used when there is an error to be corrected, such as a misspelled name, address, or telephone number. WARNING: A Correction will update all incidents associated with the patient, some of which may belong to another jurisdiction. ​