Module 3:

Treatment Initiation
and Patient
Management
  Start Treatment
 Add Prescription
 Add Co morbidity
 Contact Tracing
 Adherence Tracking
 Closing case
Contents  Reinitiating case
 Update/view health facilities
 Transferring a patient
 Patient notes
 CBNAAT Test to Ni-kshay
 ACF
 Tasklist
 Followup module
  Start Treatment
 Add Prescription
 Add Co morbidity
 Contact Tracing
 Adherence Tracking
 Closing case
Contents  Reinitiating case
 Update/view health facilities
 Transferring a patient
 Patient notes
 CBNAAT Test to Ni-kshay
 ACF
 Tasklist
 Followup module
 ► Initiation of Treatment is the third step in the Patient
Management Lifecycle in Ni-kshay (After Enrolment and
Enter Test Details).
► In Treatment Details section, “Date of Diagnosis” and

Start “Basis of Diagnosis” gets populated based on the

Diagnosis test details.
Treatment ► Once Treatment details are updated, the Adherence
Calendar is made available for view and update.
► The Start Treatment Screen is common for DS TB,DR TB
and TPT beneficiaries.
 Enhancement of Type of Treatment (Treatment page)

 Type of Case would be added to the ‘Treatment Details’ tab of the patient management
page.

 The following options would be visible in the dropdown option

i. DS-TB
ii. PMDT
iii. TPT

 If any of the relevant triggers for TPT workflows have been selected and no positive test has been
added, then only the TPT option would be displayed in the list of options.

 If any of the relevant triggers have been selected and a positive test has been added, then the
options visible would be DS-TB, PMDT and TPT.
 Enter Treatment Details
Step 1

Click on ‘Start
Treatment’

As Test is added but treatment

details not added, status is
“Diagnosed But Pending
Treatment (Notified)

White color box indicates

“Initiate Treatment” is
pending

Click here to Start

treatment
 Enter Treatment Details
Step 1
Step 2
Click on ‘Start
Select the ‘Type of
Treatment’
Treatment’

Can initiate case

on DSTB, DRTB &
TPT
 Enter Treatment Details
Step 1
Step 2 Step 3
Click on ‘Start
Select the ‘Type of Select the relevant
Treatment’
Treatment’ Regimen and other details
 Enter Treatment Details
Step 1
Step 2 Step 3 Step 4
Click on ‘Start
Select the ‘Type of Select the relevant Click on ‘Start
Treatment’
Treatment’ Regimen Treatment’

Click here
after
entering
the
required
details
 Enter Treatment Details - App
Step 1 Step 2 Step 3
Select the
Click on Start Select Type of
relevant
Treatment Treatment
regimen
 Enter Treatment details
Step Step Step Step Step
1 on 2 3 4 4
Click Enter Enter View
Enter Type of
Treatment Diagnosis Adherence Treatment
Patient
Details details details details

Green color box

Indicates Test
updated

Status of
case gets
updated
 Enter treatment details of DRTB
Step
1
patient
Step Step
2
Click on 2 Enter
Enter Type of Regimen
Treatment
case Details
Details

Select
regimen
  Start Treatment
 Add Dispensation
 Add Co morbidity
 Contact Tracing
 Adherence Tracking
 Closing case
 Reinitiating case

Contents  Delete a case

 Update/view health facilities
 Transferring a patient
 Patient notes
 CBNAAT Test to Ni-kshay
 ACF
 Tasklist
 Followup module
 Features:
• Add details of the product and quantity of drugs issued to
patients
• Print and download the details of drug dispensed in a pdf
form and share with patients
• Save time spent in repetitive data entry by copying
previous dispensation details.
Dispensati • Log details of drugs that are returned by patients.
• Ensure timely dispensation of drugs to patients by
on accessing list of patients whose refill is due through the
‘Refill Due Task List’
• Update the stock level from Drug Inventory Management

Outcome Validations & Adherence Linkages:

• Auto Extension of End Date if the “Next Refill Due Date’ is
greater than the Treatment End Date.
• Adherence-Dispensation correlation restricts manual doses
from being added if no active dispensation is available.
• Adherence-Dispensation correlation is defaulted to ‘Yes’ for
DSTB patients and ‘No’ for DRTB Patients with the ability to
 ●Reason why Prescription Module is getting replaced
with Dispensation Module
● Navigation to Dispensation module
●Add Dispensation
●Print Dispensation

Contents ●Return Dispensation

●Copy Dispensation
●Refill Due Task-list
●Outcome Assignment Changes
●Adherence Dispensation Correlation
●Drug Inventory Management
 Prescription Module replaced with
Dispensation Module
We are replacing the Prescription module with the new “Dispensation” module for following
reasons:
► The fields that were part of the current Prescription module was not always relevant
► No linkage to when Drug Refills were due for patients
► No option to Print and Copy Products from previous prescriptions
► No differentiation between when the drugs were prescribed, when the drugs were
provided and when the dosage starts
► No option to return the drugs issued to patients
► No Linkage between Drugs Prescribed to Adherence

This module will be available for all patients in the following stages:

● On Treatment
● Outcome Assigned
Workflow for Add Dispensation
Workflow for Return Dispensation
 How to navigate to Dispensation
Step
1
Module
Click on ‘Add
Dispensation
’ Button

Click here for Dispensation

Module
 How to navigate to Dispensation
Step
1
Module
Step
2
Search by
Click on ‘Add
Episode ID or
Dispensation
Dispensation
’ Button
ID

Search can
also be
initiated with
Enter the Episode ID the
to initiate the search Dispensation
on any Patient’s ID
details
Click here to
Start the search Dispensation
Details can
also be added
from the
Patient Page
 Add Dispensation
Step
1 on
Click
Dispensation
Tab

Click here to
add
Dispensations
 Add Dispensation
Step Step
1 2
Enter
Click on
Dispensation Dispensation
Details

1. Enter the “Date of Prescription”

2. Type of Regimen gets auto-populated based on the
Test Results
3. Enter the “Date of Dispensation”
4. “Weight Band” is getting auto-populated based on
the patients’ primary data
Click here to
1 2 copy
medicine /
3 4 products from
the previous
Dispensation
5. Phase also gets auto-populated based on the
Test Results 6. Enter the “Current Weight”
 Add Dispensation
Step Step Step
1 2
Enter Enter3Drug
Click on Issuing
Dispensation
Dispensation Facility
Details
Details

The weight
band is auto
populated
and is
editable with
the other
weight band
options
7. Select the State 8. Select the available in
District the dropdown

10. Select the “Drug

Issuing Facility Name”
9. Select the “Drug Issuing Facility Type” from these from the drop down
option
 Add Dispensation
Step Step Step Step
1 2
Enter Enter3Drug 4
Click on Issuing Enter Product
Dispensation
Dispensation Facility Details
Details
Details
1

* 3 4 5
2

1. Click on “Add” if required to add more product(s)

2. Select the “Source” from the list
3. Select the prescribed product name from the drop
down option, it is a mandatory field.
4. It is an auto-populated field based on the chosen
product
5. Enter the “Quantity” as per the prescription, it is a
mandatory field.
 Add Dispensation- NTEP Product addition
Step Step Step Step
1 2
Enter Enter3Drug 4
Click on Issuing Enter Product
Dispensation
Dispensation Facility Details
Details
Details 1

2 4 5 6
3

1. Click on “Add” if required to add more product(s)

2. Selected the “Source” as NTEP from the list
3. Select the prescribed product name from the drop
down option, it is a mandatory field.
4. Select the batch number from the drop down
option, it is a mandatory field.
5. The Available quantity of the product is shown as a
display only field
6. Select the quantity less than or equal to the
available quantity.

Please Note- Products with zero quantities would not

get listed in the “Product name” dropdown
 Add Dispensation
Step Step Step Step Step
1 2
Enter Enter3Drug 4 5
Click on Issuing Enter Product Enter Refill
Dispensation
Dispensation Facility Details Details
Details
Details

Enter the dosing start

date as per the
prescription, it is a
mandatory field

Enter number of days of

dispensation as per the
prescription, it is a
mandatory field

Enter remarks, if
any

10. Click here to add the

dispensation
Note: If the Facility type is selected as ‘PHI’ then only ‘NTEP’ option is visible in the ‘Source’ field. If ‘Chemist’ or
‘Private HF’ are selected both ‘NTEP’ and ‘Private’ will be visible in the source.
Add Dispensation

Details of the Dispensation added are displayed here.

 Print Dispensation Details

Dispensation details
can be viewed/added
by entering the Episode
or Dispensation ID of
the patients

Click on the Dispensation ID to view

the dispensation details and to a
print a copy of the selected
dispensation.
 Print Dispensation Details
Print Preview

Click here to go back

to the list of the
Click here to print a copy of the
dispensation
dispensation
Return Dispensation

Dispensation details can be

viewed/added by entering
the Episode or
Dispensation ID of the
patients

Click here to return any of

the prescribed medicines,
if required
 Return Dispensation

click here to
go to list of
dispensatio
ns

Return
Dispensation
Details

Enter the quantity of the

This message
medicines which is to be
pops up after
returned
successful return
Select a
of a dispensation
reason of the
return from
the drop
down options,
a mandatory
field for
Click here to complete the return
return of the Dispensation dispensations
Return Dispensation

History of return dispensation can be seen under patient’s page , which can be
navigated through patient’s name or the patient’s ID from Patient management
or direct from the Search cases

Details of Returned Dispensations

 Add Dispensation - App
Step Step Step Step Step
1 2 3
Enter
4
Enter 5
Click on Click on Add Enter Product
Dispensation dispensing
Dispensation Button details
Details facility details
 Add Dispensation - App
Step Step
1
6 7
Enter refill Click on Add
details Dispensation
 Return Dispensation - App
Step Step Step Step
1 on
Click 2 3
Enter Details
4
Click on Next View return
return of product to
Button details
Dispensation be returned
 Copy products from previous Dispensation

Click here to copy medicine / products from the

previous Dispensation,
this facility is available from the second dispensation
record

Product details are getting copied from the previous dispensation including source, product name and
quantities
Refill Due Tasklist

The Next Refill Due Date is

calculated based on the
number of days for which
Dispensation is Issued.

Click here to view the list of patients for whom

refill is due.
 Refill Due Tasklist

If patients have no dispensation details Patient record enters the task list
entered, their Date of Diagnosis will be 2 days before their ‘Next Refill
considered as the default ‘Next Refill Date’.
Date ’ The patient remains in the task
list until his dispensation details
Outcome assignment changes

In the cases
where the “Next
Refill Due Date” is
greater than the
treatment end
date, the
“Treatment End
date” is extended.
Outcome assignment changes

Patient Notes also get added with the changes made in the outcome end
date I.e. it got extended from 4/20/2021 to 7/13/2021 based on the entry
made against the patient ID
 Adherence and Dispensation Correlation

► Adherence and Dispensation Correlation is defaulted as ‘Yes’ for all notified

DSTB Patients and defaulted to ‘No’ for all notified DRTB Patients, but this can
be manually turned On/Off by the staff through the ‘Treatment Details Tab’
► If Adherence and Dispensation Correlation is selected as ‘Yes’ then staff will be
unable to mark manual doses if an active dispensation is not available for the
days on which manual doses are being marked.
► If Adherence-Dispensation is selected as ‘No’ then staff will be able to mark
manual doses irrespective of whether dispensation details are available or not.
 Adherence and Dispensation Correlation

1. Go to
Treatment
Details>Adhere
nce Monitoring

2. Click on “Yes” in order to enable the “Adherence and

Dispensation Correlation” feature. And, once it is marked as
“Yes”, it shall not allow manual doses to be marked unless
there is an active dispensation

3. Click on
Update to save
the revised
settings
Adherence and Dispensation Correlation

If Adherence and Dispensation Correlation is marked as ‘Yes’

and if manual doses are added if no active dispensation
details are available for those dates, then the user will be
unable to add manual doses and an error message will be
displayed.
 Drug Inventory Management

This feature consists with following key points-

1. In situations wherein users observe a discrepancy in the drug stock mentioned in Ni-kshay and the
stock obtained from physical verification, Inventory management feature would enable user to update
stock of the drug
2. The user must update the stock immediately upon observing discrepancy, before proceeding to
dispense the drug to patients
3. Users can update stock of different drugs or multiple batches of same drug using the feature by using
the "Add" button at the top
4. The feature allows updation of stock details at PHI level only
5. The updated stock is immediately reflected in the Dispensation module for the respective PHI
6. The feature is available in web and app
 Drug Inventory Management
Step
Click on
1 Drug
Inventory
Management
Tab
 Drug Inventory Management
Step
2
Fill all mandatory
hierarchy details

Select State, District, Health facility type (PHI,Chemist & Labs) and Drug Issuing Facility Name
 Drug Inventory Management
Step
3
Fill all mandatory
details of product

1. Select the “Source” from the list

2. Select the prescribed product name from the drop down
option, it is a mandatory field.
3. Select batch number from the dropdown
4. It is an auto-populated field based on the chosen product
5. Check available quantity
6. Enter the updated “Quantity”
 Drug Inventory Management
Step
Select
1
4 all
mandatory field
to select
product details
Click on add tab for update the quantity of multiple products

Click on Update tab for updating the product quantity

Select Drug source,Product Name,Batch Number and Enter correct available quantity and
click on Update tab
 Drug Inventory Management
Step
CLick5
1on update
tab to update
the latest
quantity
 Dispensation Register and Report

The below reports and register are created for the Dispensation module-

1. Dispensation Patient wise register- This report contains the details of the product
dispensed (Batch number, expiry date) added to the Patient wise dispensation register
2. Stock In Hand report- This is an Aggregate reporting of drug consumption levels,
including opening stock, closing stock and consumption.
3. Dispensation Report: This report gives information on the number of notified patients
as per their dispensation status (complete details, incomplete details or no details) for
the selected time period based on their regimen type.
 Dispensation Patient wise register
CurrentFacilityState DateOfDispensation
CurrentFacilityDistrict TreatmentPhase
CurrentFacilityTBU WeightBand
CurrentFacilityPHI DrugIssuingFacilityState
The following fields are CurrentFacilityPHIType DrugIssuingFacilityDistrict
CurrentFacilityPHI_ID DrugIssuingFacilityTBU
available in the PatientId DrugIssuingHealthFacility
dispensation register EpisodeID TypeOfRegimen
PatientName DosingStartDate
NumberOfDaysOfDispensati
Age on
Gender RefillDueDate
DiagnosisDate DispensationId
DateOfTBTreatmentInitiation ProductSource
CurrentHealthFacilitySector ProductName
SiteOfDisease UnitofMeasurement
BasisOfDiagnosis ProductQuantity
TypeOfCase NumberOfIssuesProduct
TreatmentStatus BatchNumber
DateOfPrescription ExpiryDate
Dispensation Patient wise register
 Stock In Hand report

The fields available in the Stock In Hand Report are

Drug Issuing Facility State hierarchy_mapping_id

Drug Issuing Facility District Product_Source
Drug Issuing Facility TBU ProductName
Drug Issuing Health Facility Batch Number
inventory_id Unit of Measurement
p_inventory_id Opening Stock
product_id Closing Stock
Patient Consumption
 Stock In Hand report

If the report is downloaded for the current month/ quarter then the report shows the
stock available at the beginning of the month, the amount consumed during the time
duration and the closing stock at the end of the month/quarter.
 Dispensation report
The following fields are available in the dispensation report

1. State Name
2. State Code
3. District Name
4. District Code
5. TB Unit
6. Notified Patient
7. Treatment Phase IP
8. Treatment Phase CP
9. Patients With Adherence And Refill Correlation
10. Patients With Incomplete Dispensation Details
11. Patients With Complete Dispensation Details
12. Patients With NTEP Drugs
13. Patients With Private Drugs
14. Patients With No Dispensation Details

Patients with Complete dispensation Details => Number of patients on treatment who have dispensation details
added for entire duration of treatment. For example, if patient has been on treatment for 100 days, while
dispensation information is available for 100 days

Patients with Incomplete dispensation Details => Number of patients on treatment who have dispensation details
added for partial duration of treatment. For example, if patient has been on treatment for 100 days, while
dispensation information is available for 50 days.
 FAQs..1

Q1. Where can the user view the stock of all the medicines at their facility
(District, TU, and PHI) without open patient’s profile.

The stock can be viewed only by the Aushadhi team by using the stock search API. A
report would also be made available in Ni-kshay portal on stock and consumption.

Q2. How to distribute medicines on the portal from District to TU and TU to

PHI?

The stock management up to TU level including transfer to PHI would be handled by

Aushadhi software, while PHI to patient would be handled by Ni-kshay.

Q3. Can we dispense drugs to patients outside the logged in hierarchy?

The drugs can be dispensed to patients belonging to any hierarchy even if the patient
belongs to a hierarchy other than the logged in hierarchy. The dispensation can be
done through the ‘Add dispensation’ module in Ni-kshay.
Q4. The drugs transferred from TB unit to PHI are not visible in dispensation
FAQs..2
module PHI stock.

The Drugs transferred from TBU to PHI would be visible in the Ni-kshay Aushadhi
system. The transfer of drugs from TU to PHI would happen using the stock credit API.
A report would be made available in Ni-kshay portal on the PHI stock and
consumption.

Q5. What is the process of consumption of CBNAAT and Truenat Cartridges,

with inactivation of PHI login?

Ni-kshay Aushadhi would reopen the PHI Module only for NAAT stores. The CBNAAT
and TrueNat consumables would be reported in the NAAT consumable module of Ni-
kshay Aushadhi.

Q6. Box preparation of Modified regimen of AOL regimen is not available in

Ni-kshay aushadhi.

Ni-kshayAushadi team to convert the existing stock of DRTB boxes into loose drugs
and the stock to be updated on the system. The updated stock would then be
consumed by Ni-kshay using API and available for users to dispense.
Q4. Districts areFAQs..3
not able to view PHI drug stock as a whole, It can only be
viewed while dispensing to every patient. Which makes it difficult to assess
the requirement of PHI

Since Ni-kshay is handling the dispensation of drugs from PHI to patient, the available
quantity of a particular product will be available only while dispensing the product. A
report would be made available in Ni-kshay portal on the PHI stock and consumption
that can be used to check the stock levels of the products.

Q5. Dispensation module is not allowing to directly dispense drugs of

Continuation Phase. For patients whom drugs have already been issued
from Ni-kshay aushadhi, if we issue drugs in back date the current drug
stock of PHI is getting deducted leading to imbalance in stock.

All the TB patients are registered in Ni-kshay and undergo Intensive and Continuous
phases of treatment. The drugs can be dispensed from Ni-kshay for current or future
dispensation date. For dispensing drugs for Continuous Phase for a patient currently
on IP, follow the below steps-
1. In the Patient management module, go to Treatment details tab of the patient.
2. Click the ‘Update’ button to update the Treatment Phase to CP
3. Add the End of IP date as a back date or a future date.
4. Go to Dispensation tab of the patient, where the Phase would be changed to CP
5. Dispense the drugs for CP phase.
 FAQs..4
Q6. Currently Drug can be dispensed for any no. of days with patient’s Id.
The limit should be fixed to maximum 60 days. This would help in buffer
stock management, monitoring and minimizing the retrieval/wastage.

This requirement will be discussed with the ministry and upon approval, this can be
added in the future changes for Dispensation module.

Q7. Users unable to dispense NTEP drugs from private chemist and private
health facility.

Private Health facilities and chemists which are presently registered as third-parties
will be registered as Health facilities in Ni-kshay Aushadhi and the NTEP drug stock will
be updated for the same. Ni-kshay will consume the stock status of these facilities
from Ni-kshay Aushadhi and make it available to users for dispensation

Q8. The district alert dashboards shows acknowledgement pending in Ni-

kshay Aushadhi . How can phi acknowledge without login to PHI module?

Ni-kshay Aushadhi will disable the feature of acknowledging the drugs from PHI
module from backend
 FAQs..5
Q9. How will the drugs be indented from PHI to TU?

The PHIs would submit their drug request to their parent stores (TU) through Offline
indenting i.e. via email, Phone, or any other method. On receipt of Offline Indent, the
respective TU would release the drugs to the PHI through the TU login in Ni-kshay
Aushadhi using : Dispatch without drug request” under Issue / Dispatch Module.

Q10. how to return drug from DRTB/ PHI to DDS/ TU?

The return from PHI to TU would be handled by Ni-kshay Aushadhi using the backend
stock debit API.

Q10. Should the PHI dispense lab consumables like head covers, shoe covers
etc through Patient login in Ni-kshay?

The PHI dispense lab consumables like head covers, shoe covers etc should not be
dispensed through Patient login in Ni-kshay . These products are for PHI use and
should be consumed only at PHI level.
  Start Treatment
 Add Prescription
 Add Co morbidity
 Contact Tracing
 Adherence Tracking
 Closing case
 Reinitiating case
Contents  Update/view health facilities
 Transferring a patient
 Patient notes
 CBNAAT Test to Ni-kshay
 ACF
 Tasklist
 Followup module
 ► Comorbidity refers to the
presence of one or more
additional diseases or
disorders co-occurring with
a primary disease or
disorder.

Add ► In this section, HIV

Comorbidity
Information, Diabetes
Information and Additional
Information like Tobacco
user or not, Alcohol intake
etc can be added for a
patient.
► All the comorbidity details
added for a given patient
are visible to the User
 Add Comorbidity
Step
1
Click on
Comorbidity
 Add Comorbidity
Step Step
1 2
Click on Click Edit
Comorbidity Details

Click here to
add
Comorbidity
Details

Please Note that all fields are not Mandatory in Comorbidity section. The Staffs can fill the fields whichever they know
 Add Comorbidity
Step Step
Step
2 3
1 Add
Click on Click Edit
Comorbidity
Comorbidity Details
Details

Select HIV
Click here to
Status
Update
Comorbidity
Details
Fill HIV Related details
for that Patient

Select the Date Select whether the Patient is

of Initiation at Initiated in ART centre or not
ART Centre Enter the Latest CD4
Count

Please Note that all fields are not Mandatory in Comorbidity section. The Staffs can fill the fields whichever they know
 Add Comorbidity
Step Step
Step
2 3
1 Add
Click on Click Edit
Comorbidity
Comorbidity Details
Details

Select the Diabetes

Status for the Patient

Fill Diabetes Related

details for the Patient

Select the date of

Select whether the Patient is
Initiation of Anti-Diabetic
initiated for Anti-Diabetic
Treatment
Treatment
Enter any
other Co-
Morbidity

Please Note that all fields are not Mandatory in Comorbidity section. The Staffs can fill the fields whichever they know
 Add Comorbidity
Step Step
Step
2 3
1 Add
Click on Click Edit
Comorbidity
Comorbidity Details
Details

Please Note that all fields are not Mandatory in Comorbidity section. The Staffs can fill the fields whichever they know
 Add Comorbidity
Step Step
Step
2 3
1 Add
Click on Click Edit
Comorbidity
Comorbidity Details
Details

One can Edit the

Comorbidity Details
at any time by
clicking this button

Message Displayed After

Successfully updating Comorbidity
Details
Please Note that all fields are not Mandatory in Comorbidity section. The Staffs can fill the fields whichever they know
 Add Comorbidity- Mobile version
Step Step
Step
2 3
1 Add
Click on Click Edit
Comorbidity
Comorbidity Details
Details

Please Note that all fields are not Mandatory in Comorbidity section. The Staffs can fill the fields whichever they know
  Start Treatment
 Add Prescription
 Add Co morbidity
 Contact Tracing
 Adherence Tracking
 Closing case
 Reinitiating case
Contents  Update/view health facilities
 Transferring a patient
 Patient notes
 CBNAAT Test to Ni-kshay
 ACF
 Tasklist
 Followup module
 Contact Tracing

► Contact Tracing is a process of screening all household

members in contact with the TB patients including Children
less than the age of six.
► Contact tracing is very necessary to establish the

Contact primary source of the TB disease and to detect all

those who are secondary infected for proper diagnosis
Tracing and prompt treatment
► Under Contact Tracing tab, the details of other
household members of the patient could be added.
► All the Contact Tracing details added for a given
patient are visible to the User
 Contact Tracing
Step
1 on
Click
Contact
Tracing
 Contact Tracing
Step Step
1 on 2
Click
Click Edit
Contact
Details
Tracing

Click here to
add Contact
Tracing Details

Please Note that all fields are not Mandatory in Contact Tracing section. The Staffs can fill the fields whichever they know
 Contact Tracing
Step Step
Step
2 3
1 on
Click Add Contact
Click Edit
Contact Tracing
Details
Tracing Details
Click here to update
Contact Tracing
Details

Fill the Contact Tracing

Details of members
aged above 5 years
old

Fill the Contact Tracing

Details of members
aged below 5 years
old

Please Note that all fields are not Mandatory in Contact Tracing section. The Staffs can fill the fields whichever they know
 Contact Tracing
Step Step
Step
2 3
1 on
Click Add Contact
Click Edit
Contact Tracing
Details Click here to
Tracing Details
edit the
submittedd
details.

Click here to
enrol contacts
 Contact Tracing- mobile version
Step
Step Step Step
2
1 on
Click
3 4
Click Edit Add Contact
Contact Click on
Details Tracing
Tracing Update
Details
  Start Treatment
 Add Prescription
 Add Co morbidity
 Contact Tracing
 Adherence Tracking and management
 Closing case
 Reinitiating case
Contents  Update/view health facilities
 Transferring a patient
 Patient notes
 CBNAAT Test to Ni-kshay
 ACF
 Tasklist
 Followup module
 ► As soon as the Patient’s treatment
details are entered and, Patient’s status
changes to “On treatment”, the
”Adherence” section is displayed
► Ni-kshay 2.0 is integrated with ICT
Based adherence technologies of
99DOTS and MERM.
Adherence ► If a 99 DOTS patient makes a call or if a

Tracking
MERM Patient opens his Medicine box to
indicate dose taken, Adherence calendar
gets updated.
► The Adherence Calendar can also be
manually updated for Missed dose or
Dose taken
► Adherence details for a date range can
be updated by selecting multiple dates
► Tags (Remarks) can also be added for
later reference
 Manual Adherence update
Step Step
1 2
Click on Record
Adherence Manual Dose

Section is Click here to Not

visible as mark doses available
Treatment manually in mobile
details are
version
entered
 Manual Adherence update
Step Step
1 2
Click on Record
Adherence Manual Dose

After selecting Click

dates, click here to here to
confirm cancel

Select
dates
 Manual Adherence update
Step Step
1 2
Click on Record
Adherence Manual Dose

In confirmation
window, dates for
which adherence is
being updated is
displayed

Enter remarks here (if required)

Click
here to
submit
 Manual Adherence update
Step Step Step
1 2 2
Click on Record View
Adherence Manual Dose Calendar

Calendar updated with light

green colour as manually
updated as dose taken)
 Manual Adherence update
Step Step Step
1 2 2
Click on Record View
Adherence Manual Dose Calendar

Calendar updated with maroon

colour as manually updated as
missed dose)
 Manual Adherence update
Step Step Step Step
1 2 2 4
Click on Record View Add Tags
Adherence Manual Dose Calendar

Select dates
to be
tagged
 Manual Adherence update
Step Step Step Step
1 2 2 4
Click on Record View
Add Tags
Adherence Manual Dose Calendar

Can select
multiple
tags
 Manual Adherence update
Step Step Step Step Step
1 2 2 4 4
Click on Record View Add Tags
View Tags
Adherence Manual Dose Calendar (optional)

On hovering
mouse tags are
displayed
 ► In Ni-kshay Version 2.0, one can monitor adherence
in the following ways:
 Using On Treatment List (Notified) in Web Dashboard
(NOT AVAILABLE IN MOBILE)
Adherence  Using Patient Page in Web Dashboard
Monitoring  Using Notification Report in Web Dashboard

in Ni-kshay
Version 2.0
 Adherence Monitoring - Using On Treatment Calendar in
Dashboard

Step 1 – From Patient Management meu select On Treatment List (Notified) option

Step 2 – Select from Calendar/ List

 Adherence Monitoring - Using On Treatment Calendar in
Dashboard

Step 1 – From Patient Management meu select On Treatment List (Notified) option

Step 2 – Select from Calendar/ List

Adherence Monitoring - Using On Treatment Calendar in
Dashboard

Step 3 – From the

calendar view, click on
the Tech column to
sort the list as per
adherence technology.
Once you click sort
the list will group
patients on 99D,
MERM and No
technology options

Step 4 – Here you can

view adherence
calendar of all
patients in that
hierarchy. You can
right-click on the
patient name to open
 Adherence Monitoring - Using Patient Page in Web Das

From the patient page in web dashboard, you can view the adherence calendar and also
see overall adherence, technology only adherence, the type of adherence technology
the patient is using, and you can also mark manual and missed doses.
  Start Treatment
 Add Prescription
 Add Co morbidity
 Contact Tracing
 Adherence Tracking and
management
 Closing case

Contents  Reinitiating case

 Update/view health facilities
 Transferring a patient
 Patient notes
 CBNAAT Test to Ni-kshay
 ACF
 Tasklist
 Followup module
 Closing Cases/ Assigning Outcomes

 A case record submitted to Ni-kshay is tracked till a

logical end point.
 The type of logical end will depend on whether the
case is Diagnosed/Notified and whether treatment
was initiated or not
Closing 1. For Cases that are Test Pending  convert to TB Not
Confirmed
Cases / 2. For Cases Treatment has not been started  Assign
Notification Outcome or the reason for not initiating
Assigning on treatment

Outcomes 3. For cases that have stopped/ completed treatment

Assign Treatment outcome.
 Moving a case to its logical end is called Closing a
case.
 A patient’s record may be closed by going to the
Close Case tab in the patient management interface.
 Closing Test Pending cases
Step
1
Click on
Diagnosis
Pending
 Closing Test Pending cases
Step Step
1 2
Click on Test Select
Pending Patient
 Closing Test Pending cases
Step Step Step
2 Click on
1 3
Click on Test Select outcomes
Pending Patients tab in
Patient’s
Page

Click on
Outcomes
Click on
close case
 Closing Test Pending cases
Step Step Step Step
Click 3
on the Select the
1 2 4
reason for
Click on Test Select Patient Name
to assign closing case
Pending patient
outcome and click
Submit

Confirm by selecting
case not diagnosed as
TB
Click
Submit
 Closing Test Pending cases

Verify that the status is changed to

Presumptive(Closed)

Confirm Status
change to
Presumptive (Closed)
 Closing Notified (Treatment Not started)
Step Cases
1
Click
Click on
on
Treatment
Treatment
Not
not Started
started
 Closing Notified (Treatment Not started)
Step Cases
Step
1 2
Click on
Select
Treatment
Patient
not started

Click to get list of

patients
 Closing Notified (Treatment Not started)
Step Cases
Step Step
Click on
1 2 3
Click on Test Select outcomes
Pending Patient tab in
Patient’s
Page

Click on
Outcomes
Click on
close case
 Closing Notified (Treatment Not started)
Step Cases
Step Step
Click on
Step
1 2 3 4
Click on Test Select outcomes Select reason
Pending Patient tab in for closing
Patient’s
Page

Reason for
closing Click here to
complete
assigning
outcome.
Patients
current end
date
 Assign Treatment Outcome
Step Step Step
1 the 2
Click on the
3
Open
Click Close
Patient’s Close Case
Case Button
Page Tab

White color box

indicates that case
is Open

Status of
patient is “On
Treatment”

Click here
to Close
Case
 Assign Treatment Outcome
Step Step Step Step
Select the
1 the 2 3 4
reason for
Open Click on the
Click Close closing case
Patient’s Close Case
Case Button and click
Page Tab
Submit

Click on
Submit

Select
outcome

Enter
Outcome
date
 Assign Treatment Outcome

Verify that the status is changed to Outcome

Assigned(Notified)

Green color box

Indicates Outcome has
been updated
Status of patient
is “Outcome
Assigned”
Edit Treatment Outcome date

Click on Edit End Date button to change the end date of the beneficiary record .
  Start Treatment
 Add Prescription
 Add Co morbidity
 Contact Tracing
 Adherence Tracking and management
 Closing case
 Reinitiating case
Contents  Update/view health facilities
 Transferring a patient
 Patient notes
 CBNAAT Test to Ni-kshay
 ACF
 Tasklist
 Followup module
 Reopening case
Step Step Step
1 the 2
Click on the
3
Open
Click Reopen
Patient’s Reopen Case
Case Button
Page Tab

Shows Treatment
outcome updated
earlier Click here to edit
treatment outcome
details
 Reopening case
Step Step Step Step
1 the 2 3 Select4the End
Open Click on the
Click Reopen Date for that
Patient’s Reopen Case
Case Button Patient and
Page Tab
click Submit

Click on
Submit

Edit date
and click on
Submit
 Re-Initiating a Case on New
Episodes

Re-initiating  This feature allows to add multiple episodes for a patient. User
can re-initiate an outcome assigned case.
a case on  Using this option, we can retain the enrolment details for the
new same patient.
episode  Using this option we can view previous episodes for the same
patient in the Patient Management Page.
 Re-initiating a Case on New
Step Episode
Step Step
3
1 the 2
Click on the
Click “CLICK HERE
Open
TO REINITIATE
Patient’s Reopen Case
CASE ON NEW
Page Tab
EPISODE”

Click here
 Re-initiating a Case on New
Step Episode
Step Step
3
Step
4
Step
5
1 the 2
Click on the
Click “CLICK HERE Fill the Click “+ADD
Open
TO REINITIATE Enrolment CASE AND
Patient’s Reopen Case
CASE ON NEW form with PROCEED TO
Page Tab
EPISODE” required fields ADD TEST”

Fill the Enrolment

form with required
fields.

A New Patient/Episode
ID is generated once
enrolment form is filled
Click here and case is added
 Re-initiating a Case on New
Step Episode
Step
1 2 “IS
Click
Click “+New THIS CASE
Enrollment” ALREADY
ENROLLED?”

Enter the
Episode or
Patient ID
for the
existing
patient
• One can also add a new episode to the patient by using the “+New Enrollment” tab in the home page, once
you click that tab in the right corner click “IS THIS CASE ALREADY ENROLLED?”
• After Entering the Patient or Episode ID, the enrolment form will open and the user can enter required fields
and can click Add Case to generate a new Patient or Episode ID
 Re-initiating a Case on New
Episode

Once a new episode is created then,

the status for that episode is changed
to Presumptive Open

One can select the other

episodes for that patient in
the Patient Management
Page.

In a Patient Management Page an user can toggle between the various episodes added
for that patient.
  Start Treatment
 Add Prescription
 Add Co morbidity
 Contact Tracing
 Adherence Tracking and
management
 Closing case

Contents  Reinitiating case

 Update/view health facilities
 Transferring a patient
 Patient notes
 CBNAAT Test to Ni-kshay
 ACF
 Tasklist
 Followup module
 ► The following Health Facilitates associated with the
patient are visible in this section:
Update / ► Enrolment Facility- The facility that enrols a Patient.
View ► Diagnosing Facility- The facility that adds a positive test

patient result.

Health ► Current Facility (can be edited)- The current facility where

the patient takes treatment.
Facility ► Residence Facility (Coming soon)
details ► ART Facility (if any)
► DR TB Facility (if any)
 Update / View patient Health
Step Facility details
1 on
Click
Health
Facilities
 Update / View patient Health
Step Facility details
1 on
Click
Health
Facilities

The Health Facilitates

associated with the
patient are displayed
here
  Start Treatment
 Add Prescription
 Add Co morbidity
 Contact Tracing
 Adherence Tracking and
management
 Closing case
 Reinitiating case
Contents  Delete a case
 Update/view health facilities
 Transferring a patient
 Patient notes
 CBNAAT Test to Ni-kshay
 ACF
 Tasklist
 Followup module
 This module enables transfer request of patients between health
facilities across the country. Users make requests of two types -
“Transfer In” and “Transfer Out”.
These request are made visible in the Transfer page with 3 tabs -
1.“Transfer In” - View list of all patients where requests for Transfer In
are pending (with either the user logged in or someone else).
2.“Transfer Out” - View list of all patients where requests for Transfer
Introductio out are pending. (The option to request transfer out is available in
Patient Page>Health Facilities)
n 3.Request for Transfer In - In this tab, you can search a patient
currently in any other geography or PHI using “Patient ID”/ “Episode
Id” or “Patient Mobile Number” and initiate a request transfer in.

NOTE:
All transfer requests needs to be accepted by “District/TU/PHI” to
where the transfer request is made to, in order for it to take effect.
Transfer requests can be made to even the District/TU level. However,
it can be completed only once the “Transferred To PHI” has been
assigned.
 Transfer Management

Click on ‘Patient
Transfer’ to view the
Transfer Module
 Transfer Management
List of Patients Transferred out from
your district to another district that are
Summary to alert users of
pending acceptance
pending Transfer Requests
Initiate a transfer in request for patients with either you or others
who are currently in another District /
TU / PHI.

List of Patients Transferred in from other

District /TU/ PHI to your district that are
pending acceptance

Transfer approval is pending with other

Transfer approval is pending with me
users
 1. Request Transfer Out
a. Initiate the Transfer out Request (by Source
PHI/TU/District)
b. Accept Transfer in (by receiving PHI/TU/District)
c. Reject Transfer in (by receiving PHI/TU/District)
Contents 2. Request Transfer in
a. Initiate the Transfer in Request
b. Accept Transfer out (by Source PHI/TU/District)
c. Reject Transfer out (by Source PHI/TU/District)
d. Cancel the transfer in request (By receiving
PHI/TU/District)
1a. Request
Transfer Out
Initiate move of patients to a PHI outside your
geography
 Initiate Transfer Out request-1
Step
1
Click on
‘Others’
 Initiate Transfer Out request-2
Step Step
1 2
Click on
Click on
Health
‘Others’
Facilities
 Initiate Transfer Out request-3
Step Step Step
1 2 3
Click on
Click on Click on
Health
‘Others’ Transfer
Facilities
 Initiate Transfer Out request-4
Step Step Step Step
1 2 3 4 Details of
Enter the
Click on the Hierarchy
Click on Click on
Health where the patient
‘Others’ Transfer is being
Facilities
transferred
 Initiate Transfer Out request-5
Step Step Step Step Step
1 2 3 Enter the4Details of 5
Click on the Hierarchy
Click on Click on Click on Done
Health where the patient
‘Others’ Transfer is being
Facilities
transferred

Enter all
the
details
required

Click here
to
complete
the
Transfer

If you are unaware of the destination PHI/ TU, you may still transfer to the district/TU who can then assign the required PHI
 Initiate Transfer Out request-6

If required the user

initiating the request can
“Cancel Transfer”.

The patient now appears in

the “Transfer In” tab where
the patient has been
transferred to .

You can also access the

Message displayed that Transfer Out request
transfer details via “Transfer
has been completed. Transfer ID is
Out” tab of your “Transfer
mentioned.
Management” Page
Initiate Transfer Out request-7

When the transfer out request has been

accepted by the receiving District / TU/
PHI, then the current facility of the
patient will be updated.
1b. Accept
Transfer In
Take action where Transfer Out requests made by
someone else, and transfer in are pending with you.
 Accept Transfer In-1
Step
Select
1
“Accept” in
the
Dropdown
option
 Accept Transfer In-2
Step Step
Select
1
“Accept” in 2
Click on
the
Submit
Dropdown
option
 Accept Transfer In-3

Transfer
In

Transfer details are

displayed in the
Notes tab of patient
Message displayed
after successful
Transfer
 Accept Transfer In-4 (If PHI not
Step assigned)
1
Select ’Edit
Facility’
 Accept Transfer In-4 (If PHI not
Step assigned)
Step
1 Enter
2 the TU/PHI
details (if not
Select
selected while patient
’Assign PHI’
transfer) and click on
Done

To accept a patient, user will have to Click Edit Facility and select TU and PHI (if those details were
not already entered by referring district). The users will also be able to change the TU/ PHI selected
by the referring facility
 Accept Transfer In-5 (If PHI not
Step assigned)
Step Step
1 Enter
2 the TU/PHI Follow
3
details (if not normal
Select
selected while patient accept
’Assign PHI’
transfer) and click on transfer in
Done process
1c. Reject Transfer
In
Take action where Transfer In requests made by
someone else, are pending with you.
 Reject Transfer In-1
Step
Select
1
“Reject” in
the
Dropdown
option
 Reject Transfer In-2
Step Step
Select
1
“Reject” in
2
Enter the
the reason for
Dropdown Rejection
option

Mandatory field, if transfer is

rejected
 Reject Transfer In-3
Step Step Step
Select
1
“Reject” in
2 3
Enter the
the Click on
reason for
Dropdown Done
Rejection
option
 Reject Transfer In-4
Step Step Step Step
Select
1 2 3 4
“Reject” in Enter the
the Click on Click on
reason for Submit
Dropdown Done
Rejection
option
2a. Request
Transfer In
In this tab, you can search a patient currently in any
other geography or PHI using “Patient ID”/ “Episode Id”
or “Patient Mobile Number” and request a transfer in.
 Request Transfer In-1
Step
Search for
1
the Patient
using his
Patient ID or
Mobile
Number

Patients can be searched, and

basic details will be visible to
help users select the correct
record
 Request Transfer In-2
Step Step
Search 1
for the
2
Patient using Click on
his Patient ID ‘Request
or Mobile Transfer In’
Number
 Request Transfer In-3
Step
Search for Step Step
1
the Patient 2
Click on 3
using his Enter
Patient ID or ‘Request Mandatory
Mobile Transfer In’ Information
Number
 Request Transfer In-4
Step
Search for Step Step Step
1
the Patient 2 3 4
using his Click on Enter Click on
Patient ID or ‘Request Mandatory Done
Mobile Transfer In’ Information
Number
 Request Transfer In-5
Step
Search for Step Step Step
1
the Patient 2 3 4
using his Click on Enter Click on
Patient ID or ‘Request Mandatory Done
Mobile Transfer In’ Information
Number

Only Initiated PHI / TU / District can “Cancel

Transfer”
Action updated after successful
Transfer

Message displayed after successful Request for

Transfer IN
2b.Accept Transfer
Out Request
A Transfer in Request initiated by you can be
cancelled
 Accept Transfer Out Request-1
Step
Search for
the 1 on
Click
Patient
using
Patient
his
Patient
TransferID →
or Click here to view those
Transfer
MobileOut
Number
request that are pending
with you
 Accept Transfer Out Request-2
Step
Search for Step
the 1 on
Click
Patient 2
using
Patient
his Click on
Patient
TransferID →
or ‘Accept’
Transfer
MobileOut
Number

Message displayed after Transfer is

accepted
2c.Reject Transfer
Out Request
A Transfer in Request initiated by you can be
cancelled
 Reject Transfer Out Request-1
Step
Search for
the 1 on
Click
Patient
using
Patient
his
Patient
TransferID →
or
Click here to view those
Transfer
MobileOut request that are pending
Number with you
 Reject Transfer Out Request-2
Step
Search for Step
the 1 on
Click
Patient 2
using
Patient
his Click on
Patient
TransferID →
or ‘Reject’
Transfer
MobileOut
Number
 Reject Transfer Out Request-3
Step
Search for Step Step
the 1 on
Click
Patient 2 3
using
Patient
his Enter
Click on
Patient
TransferID →
or Mandatory
‘Reject’
Transfer
MobileOut Information
Number

Mandatory field, if transfer

is rejected
 Reject Transfer Out Request-4
Step
Search for Step Step Step
the 1 on
Click
Patient 2 3 4
using
Patient
his Enter Click on
Click on
Patient
TransferID →
or Mandatory “Submit”
‘Reject’
Transfer
MobileOut Information
Number

Message displayed after Transfer Request is

Rejected
2d.Cancel Request
Transfer In
A Transfer in Request initiated by you can be
cancelled
 Cancel Transfer In Request
Step
1
Click on
“Transfer In”
Option
 Cancel Transfer In Request
Step Step
1 2
Click on
“Transfer In” Select
Option ‘Cancel’
 Cancel Transfer In Request
Step Step Step
1 2 3
Click on Click on
“Transfer In” Select
Submit
Option ‘Cancel’
Button

Message displayed
after Cancellation
of Transfer IN
request
  Start Treatment
 Add Prescription
 Add Co morbidity
 Contact Tracing
 Adherence Tracking and
management
 Closing case
 Reinitiating case
Contents  Delete a case
 Update/view health facilities
 Transferring a patient
 Patient notes
 CBNAAT Test to Ni-kshay
 ACF
 Tasklist
 Followup module
 ► Ni-kshay enables adding Notes to a Patient’s record so
that users can refer to it in future.
► Since multiple people (such as LT, TB HV, STS, SDPS
etc.) interact with a patient and access a patient’s
Add or view records, this is a useful feature to record Notes
Patient (Remarks) so that everyone can view
Notes
 Add/View Patient Notes
Step
1
Click on
Notes

Click here to add Notes on any

matter. E.g.
- Patient’s Phone issues
- Health issues like Adverse Drug
Reaction
 Add/View Patient Notes
Step Step
1 2
Click on Enter Note
Notes Details

User can enter Few Frequently

any note here used tags are
predefined and
available
 Add/View Patient Notes
Step Step Step
1 2 3
Click on Enter Note View Note
Notes Details Details

Multiple Notes/
Tags can be
added
Notes/ Tags added
are displayed
here
  Start Treatment
 Add Prescription
 Add Co morbidity
 Contact Tracing
 Adherence Tracking and
management
 Closing case
 Reinitiating case
Contents  Delete a case
 Update/view health facilities
 Transferring a patient
 Patient notes
 CBNAAT Test to Ni-kshay
 ACF
 Tasklist
 Followup module
 Uploading CBNAAT Test Results to
Ni-kshay
 Central TB division has now provided the function in
Ni-kshay to directly upload CBNAAT results to Ni-
kshay.
 PHIs with CBNAAT facilities will be provided with the
Uploading ability to upload CBNAAT test details to Ni-kshay.
 The results need to be exported in bulk from the
CBNAAT CBNAAT machine and uploaded to Ni-kshay on a daily
Test Results basis by the Lab Technician.
 The test details and the performance of the site are
to Ni-kshay visible through a calendar based report with the
details on number of tests performed, MTB
detected/not detected and Rif sensitive/resistant
patients

For more information on Uploading CBNAAT Test Results to Ni-kshay, please refer to the
document in this link:
https://Ni-kshayeverwell.blob.core.windows.net/training-materials-Ni-kshay/Ni-kshay%20Doc
uments/Uploading%20CBNAAT%20Test%20Results%20in%20Ni-kshay.pdf
 Uploading Genxpert Report to Ni-
kshay

Select the PHI and click

Choose file and upload the
CSV file exported from
Genexpert.

Note:
1. All tests done after 1st of December 2018 are to be uploaded.
2. Tests are to be uploaded daily to Ni-kshay. Preferably after the last test has been done
for the day.
 Report Module as Non Functional

1.Select the PHI and

the instrument and
the module serial
number.
2. Select the from
and to date for the
status
3. Select the status
of the module.
4. Click on Submit

If no tests are done, because modules are not functional, then this detail need to be updated
in Ni-kshay.
This facility is only available for TU and PHIs.
 Viewing Reports based on the
Data Uploaded

All the tests uploaded can be viewed on a calendar based on the date of test. Each day a
summary based on the type of result is provided
  Start Treatment
 Add Prescription
 Add Co morbidity
 Contact Tracing
 Adherence Tracking and
management
 Closing case
 Reinitiating case
Contents  Delete a case
 Update/view health facilities
 Transferring a patient
 Patient notes
 CBNAAT Test to Ni-kshay
 ACF
 Tasklist
 Followup module
 Active Case Finding (ACF)

 The Active Case Finding (ACF) of Tuberculosis

programme, a national campaign, has been launched
Active Case to prevent new infections and new cases and thus
Finding reduce TB transmission in the community.
 The feature of ACF mapping details addition in Ni-
(ACF) kshay is active now
 Active Case Finding (ACF)
Step Step
1 2
Click Mapping Select the TU
Details/Activit & PHI
y

Select the TU & PHI

 Active Case Finding (ACF)
Step Step Step
1 2 3
Click Mapping Fill the Form
Select the TU
Details/Activit and click
& PHI
y SAVE DATA

Select the type of Area

Fill the
Details

Click SAVE
DATA
 Active Case Finding (ACF)
Step Step Step Step
1 2 3 4
Select the
Click Mapping Fill the Form appropriate
Select the TU
Details/Activit and click facility and click
& PHI
y SAVE DATA Add Activity
Report

Select the TU & PHI to see the ACF

details below

Click Add Activity

Report to enter ACF
results
 Active Case Finding (ACF)
Step Step Step Step Step
1 2 3 4
Select the 5Fill the
Click Mapping Fill the Form appropriate Activity
Select the TU
Details/Activit and click facility and click Report
& PHI
y SAVE DATA Add Activity Details and
Report click Submit

Fill the
Details

Click
Submit
  Start Treatment
 Add Prescription
 Add Co morbidity
 Contact Tracing
 Adherence Tracking and
management
 Closing case
 Reinitiating case
Contents  Delete a case
 Update/view health facilities
 Transferring a patient
 Patient notes
 CBNAAT Test to Ni-kshay
 ACF
 Tasklist
 Followup module
 Task List

 Now, we have Task list in Ni-kshay which helps staffs

to view patients based on main parameters to take
action like Adherence, Outcome date passed patients
Task List and Bank details patients.
 Task List are available at District, TU and PHI level
users.
Task List (Web)
 Task List (Web)
S No Tasklist metric Description Exclusion's
1 Treatment Outcome Due Contains details of beneficiaries whose outcomes are due None
2 Bank Details Required Contains details of beneficiaries whose bank details are required TPT Beneficiaries excluded
3 HIV status Unknown Contains details of beneficiaries whose HIV Status is unknown TPT Beneficiaries excluded
4 Contact tracing due Contains details of beneficiaries who are due for contact tracing. TPT Beneficiaries excluded
5 Transfer in approval pending Contains details of beneficiaries pending transfer-in approval. None
6 Transfer out approval pending Contains details of beneficiaries pending transfer-out approval. None
7 Deduplication pending Contains details of beneficiaries with pending deduplication. None

8 DBT maker pending Contains details of beneficiaries pending approval with DBT Maker TPT Beneficiaries excluded

Contains details of beneficiaries with pending approval with DBT

9 DBT checker pending TPT Beneficiaries excluded
Checker
10 Beneficiary approval pending Contains details of beneficiaries pending approval. TPT Beneficiaries excluded

11 Adherence Missed 1-3 Days Contains details of beneficiaries who missed adherence for 1-3 days. None

12 Adherence Missed 4-7 Days Contains details of beneficiaries who missed adherence for 4-7 days. None

13 Adherence Missed 8-14 Days Contains details of beneficiaries who missed adherence for 8-14 days. None

14 Adherence Missed - 15+ Days Contains details of beneficiaries who missed adherence for 15+ days. None

Contains details of beneficiaries due for treatment outcome

15 Treatment Outcome Due None
assessment.

16 Bank details required Contains details of beneficiaries who have not updated bank details. TPT Beneficiaries excluded

17 Refill Due Contains details of beneficiaries due for a refill. None

18 Dose not reported today Contains details of beneficiaries who did not report today's dose. None