What is TriSano? Features FAQ The TriSano Initiative


Support for Mobile Data Collection

TriSano provides support for use on the iPad and other tablet computers running in a mobile, connected mode accessing the TriSano application and database server.

TriSano has been in use successfully for the past four years in multiple state and local public health departments for case and outbreak management, surveillance, analysis and reporting. With TriSano 4.0, we are introducing a mobile, connected feature that runs on tablet computers to provide greater flexibility for our customers to take TriSano with them into the field.

By utilizing TriSano on the iPad or other tablet computers in the field, investigators can rapidly test, assess and document cases of any disease or condition, including HIV, AIDS, TB, and STDs. This mobile capability will also be helpful for investigating and managing disease outbreaks. Health departments using this feature can implement treatment and other programs for patients earlier with higher rates of success. In addition, while in the field, investigators can identify and test contacts sooner, resulting in shorter cycle times, controlling the spread of the disease, mitigating risks, increasing the impact of disease prevention programs, and improving the health of their citizens.

Flexible Questionnaire Tools

The flexible questionnaire tools provided with TriSano allow epidemiologists and informaticists to customize the core application through creation of questionnaires by disease or disease groups to collect extensive, standardized, and essential data needed to protect public health. They allow quick addition of new questionnaires and fields, quick removal of unnecessary core fields, and a set of core and form fields specific to the disease condition. This provides complete flexibility in responding to new outbreaks, and improved productivity and usability for case investigators, epidemiologists and informaticists.

Core Customizer

Through the use of the Core Customizer, epidemiologists and informaticists, without developer or vendor assistance, can limit the core information collected for a disease to only what is required. Investigators are shown a more streamlined screen, increasing speed of data entry, and allowing more time for investigation. This allows data capture screens to look more like the paper forms investigators are often working from.

Form Builder

Epidemiologists and informaticists can create new questionnaires, without developer or vendor assistance, and collect additional structured or open text data for any disease, determine risk factors, exposures, and common sources among cases, and respond more effectively to disease outbreaks and other health threats. Investigational data is stored within one database and is easier to analyze, reducing time and cost to intervention, while collecting higher quality and more complete data.

Electronic Lab Reporting

Electronic Lab Reporting (ELR) improves the efficiency, timeliness, completeness and quality of reported laboratory information from independent and state labs, hospitals and providers, at lower costs and improves the handling of high-volume and time-sensitive disease information. ELR also leads to an increased compliance in the reporting of notifiable conditions. Through ELR, lab results can be added to assessment, morbidity and contact events, as well as in an encounter of an assessment or morbidity event.

The TriSano ELR-HL7 2.5.1 interface provides more comprehensive laboratory data for surveillance purposes. As Electronic Health Records (EHR) vendors and the medical community work towards meeting the meaningful use requirements, it is critical that public health systems are able to receive and use this data stream. Working with public health laboratories and laboratory systems, we have been able refine and test our ELR interface to assure proper coding and mapping.

Meaningful Use Support

With the inclusion of HL7 2.5.1 support, TriSano allows public health agencies, working with public and private hospitals and laboratories to satisfy the meaningful use standard for the electronic submission of lab results to public health.


The TriSano Web Application Programming Interface (Web API) enables you to import data from any external files, applications, or data warehouses thus eliminating re-entry of data, and saving time, reducing errors and increasing productivity. The Web API can also be used to export data from TriSano in XML format. Using the Web API, cases can be created and routed, lab reports can be added to a case, core data can be retrieved and many other functions.


Epidemiology and Surveillance

TriSano improves surveillance of infectious diseases, outbreaks, bioterrorism attacks and other emerging public health threats, through ease of data entry and electronic data receipt, data quality validation, customized forms, investigation routing, electronic laboratory report messaging, and analysis, visualization and reporting.


TriSano allows for all reportable diseases, including STDs, HIV, Hepatitis, and Tuberculosis to be managed within one application, for ease of investigation of co-infections, and viewing all diseases, laboratory tests and treatment for a patient in one location.

TriSano provides flexible, easy to use tools, the Core Customizer and Form Builder, to tailor the investigation questionnaires to capture the information needed by epidemiologists and informaticists for complete, highly effective and productive disease surveillance and analysis.

Case Management

Case management routinely takes place at the local, rather than state level, and typically requires more detailed clinical, risk, intervention, contact referral, and epidemiological data than required at the state level. TriSano was designed with the needs of local health districts for case management in mind. Investigators can manage cases, use the system for nursing encounters and investigations, meet the need for Maternal and Child Health followup, and track prenatal health and environmental exposures.

Assessments and Testing

TriSano includes an event type, known as an Assessment Event. An Assessment Event is a pre-morbidity, or testing event. It has all the capabilities of the TriSano Morbidity Event. The Assessment Event core fields can be supplemented with form questions to capture additional information, contacts can be added, and if needed, the Assessment Event can be promoted to an Assessment Event and contacts of the Assessment Event can be promoted to an Assessment Event or directly to a Morbidity Event.

Contact management and tracing

TriSano provides for more complete case management with contact management, referral and location tracing. This allows investigators to more quickly locate contacts, prevent new cases in uninfected contacts and bring infected contacts to treatment, leading to fewer complications, outbreaks of shorter duration, and fewer reinfections.

Workflow assignment and tracking

The routing of cases and automatic workflow provided by TriSano increases the speed and productivity of investigators and gives managers knowledge of the time span of investigations, and workload balance across programs and jurisdictions. Workload assignment and tracking prevents investigations from falling through the cracks, and allows supervisors to be alerted to key events within investigations.

Multiple program area support

The flexibility and ability to customize TriSano enhances STD, TB and HIV case management through integration of investigations of these diseases with all other communicable diseases. Persons at high risk for STD, TB, and HIV are often co-infected with other communicable diseases. Clinical interventions and case management are improved through a more comprehensive view of the patient's health history. Integration of STD, TB, HIV, and Hepatitis B leads to less duplicate data entry, and a more complete analysis of the community disease burden. Maternal and Child Health programs are critical health department services, and tracking pregnancy visits, immunization, well child visits, WIC voucher distribution, and social services provided can be captured with TriSano using the Form Builder and Core Customizer features.

Outbreak Management

Outbreak management allows users to quickly detect and then manage outbreaks by linking outbreak related cases and contacts together to identify outbreak sources. Focus can then be on the more valuable activity of outbreak interventions and risk mitigation. Metadata about the outbreak event itself can be easily collected and updated. This leads to outbreaks that are better documented, detected sooner and are shorter in duration, reducing time to intervention and limiting morbidity and mortality.


With the Alerts feature, a user can create alert subscriptions for themself and/or for others in their jurisdiction. Alerts can be generated for new cases, new lab reports and cases routed to your jurisdiction.

Managing email addresses for alerts

As part of the alerting feature, a user can create and manage their email addresses. A user can define multiple email addresses and can edit or delete the email addresses after they have been created.

Creating Alert Subscriptions

New privileges have been added in TriSano to allow a user to create alert subscriptions for themself and/or create alert subscriptions for others in their jurisdiction or jurisdictions. These new privileges can be added to existing roles or can be defined as a new role. Once added to a role, the roles can be assigned to a user in a jurisdiction.

Alert subscriptions of the types listed above contain a subject for the alert, diseases and jurisdiction filters to constrain the alerts created, and destinations (email addresses and/or user dashboards) where the alert will be sent.

Receiving Alerts

Once an alert is triggered, the alert will be sent by email to any email addresses that are part of the alert subscription or added to the Event Alerts table on the user's dashboard. The email sent will not contain any identifying information, but will contain a link to access the case through normal system and TriSano security.


Encounters with the patient can be added to the case. Each encounter includes the name of the public health official, the location, date and a description. In addition, each encounter can be updated with additional clinical, laboratory and investigative information, including questions added through the Form Builder. Encounters provide additional support for chronic, long-term diseases and conditions.

Environmental Health

During the investigation, place exposures can be added to the case. Each place can be updated with additional information, including questions added through the Form Builder. A place exposure describes a location where a patient may have been in close proximity with an illness or may have been exposed to an illness. Collecting place information allows health officials to track as many forms of exposure as possible.

Document and Image Management

During the investigation, documents and images can be added to a case or a contact. It can be a lab result, a piece of correspondence, a letter, an x-ray, or many other document types. Adding documents to a case or contact provides a more complete view of the person. The documents can be accessed by anyone with access to the case or contact.

Perinatal Hepatitis B Support

This capability allows public health officials to replace outdated systems currently being used for Perinatal Hepatitis B investigations and cases with support integrated within TriSano.


Users of TriSano gain access to only that information they need to complete their jobs, ensuring privacy of data is protected.

HIPAA Compliant

Security of public health data is extremely important to protect the privacy and confidentiality of individually identifiable health information. TriSano includes the workflow and security features necessary to be HIPAA compliant.

Roles and Privileges

TriSano uses roles and privileges to define the functions that a user can perform. A privilege is the lowest level of functionality in TriSano. TriSano comes with a set of roles, each of which has been given a pre-defined set of privileges. New roles can be defined that contain any combination of the privileges. Users of the system are then given one or more roles, each role defined for a specific jurisdiction. This combination of roles, privileges and jurisdictions, gives you complete flexibility in defining the functions that a specific user can perform.


Jurisdictions describe areas of authority, such as a local health district or state health department. Users can be given specific roles and privileges in one jurisdiction, or different roles and privileges in multiple jurisdictions. New jurisdictions can be defined. Case and contact events can be routed to jurisdictions as needed and multiple jurisdictions can be given access to a case or contact, if needed.

Enhanced Security for HIV, AIDS and related diseases

TriSano security has been enhanced to support HIV, AIDS and any disease where access needs to be controlled. Access to detailed information on events related to these diseases can be restricted, supporting the confidential process involved in case investigation. Any disease where access needs to be controlled to a greater level can be marked as sensitive. Only users that have been granted access to sensitive diseases will be able to work with cases of any disease marked as sensitive. Users without this privilege will not see any indication that sensitive diseases or cases of sensitive diseases exist in TriSano.

Enhanced Outbreak Management

Enhanced outbreak management provides additional capabilities to manage outbreaks and associated events. Outbreaks can be defined and additional information captured for the outbreak, including questions added using Form Builder. All the events associated with the outbreak can be accessed directly from the outbreak and outbreak events can be mapped.

Outbreak Event

TriSano enhances outbreak management support through the creation of an outbreak event. Each outbreak event can be given a name, responsible jurisdiction and associated with a disease. The flexible questionnaire tools can be used to create forms for the outbreak event and associated cases to gather additional information.

Associated Events list

As cases are reported, they can easily be associated with the outbreak event. From the outbreak event, associated events can be listed, viewed and updated.

Map outbreak

The TriSano search facility allows a user to define a search including the outbreak name. Once the search results are displayed, the outbreak can be mapped.

Patient View

TriSano enhances basic surveillance and case management by providing a Patient View feature.

Single view of person's cases and contacts

Using Patient View, you can see all case and contact information related to a person in a single tabbed interface. This information includes demopgraphic, clinical, laboratory, workflow, case status and contact information.

Access to individual cases and contacts

From Patient View, individual cases and contacts can be accessed, providing additional information on the patient and contacts supporting additional investigation.


TriSano is a complete solution for analyzing surveillance information. It includes an advanced search function, ability to export data to CSV, and a data warehouse that is automatically populated with case, contact, outbreak and surveillance data in a format that is easy to access and simple to understand. This information is available for epidemiologists, informaticists and other public health professionals for analysis, visualization, reporting and decision support.


TriSano includes an advanced search feature for searching all surveillance data using a variety of criteria including full-text name search, fuzzy name search, event type, diseases, gender, status, jurisdiction, and date range.

Export to CSV

TriSano can export a single case, all cases and contacts, or a subset of cases that are the result of a search in CSV format to a spreadsheet or other tool for further analysis. This means that epidemiologists and informaticists can use their favorite tool for analysis. The user can customize the export to include only the data needed for analysis.

Analysis, Visualization and Reporting (AVR)

With TriSano's AVR capabilities, public health professionals can now quickly access public health data and analyze it to determine trends over time, seasonal variations, comparisons across jurisdictions, co-infection rates, workload allocation, productivity, program effectiveness and appropriate response to emerging public health threats.

Geocoding and Mapping

The ability to verify, geocode and map patient, contact and place addresses in TriSano improves the accuracy, completeness and validity of address information captured, leading to more effective case investigations, surveillance, analysis and outbreak detection and mitigation.

Address lookup

Using the integrated Google Maps Premier, addresses can be looked up for patients, contacts and places.

Address verification

Once looked up, addresses can be verified and standardized and stored in TriSano.


The latitude and longitude of the verified address can be obtained and stored in TriSano.


TriSano provides support for mapping patient addresses, a patient and all contacts addresses, a patient and all place exposure addresses, an outbreak and all associated events addresses, and addresses of any events that are the results of a search.

Enhanced AVR with Public Health Metrics

State and local health district managers can monitor the timeliness of investigations to understand the productivity of staff, balance workload and more effectively communicate the needs of their programs to county and state government officials.

Improved Analyzer capability

Through the integration of Pentaho™ Enterprise Edition Business Intelligence Suite, the enhanced AVR capabilities include an improved OLAP analyzer feature with additional capabilities and is much easier to use.

Investigation timeliness

The Public Health Metrics feature provides many additional pre-calculated time intervals to track the timeliness of investigation between all levels of investigation from date first reported to public health through end of investigation.

Workflow management

The Public Health Metrics feature provides support for managers to easily monitor investigation status, case status at the local and state levels, and the distribution of case workloads across investigators and jurisdictions.

Geographic Information System (GIS)

The geocoded addresses of patients, contacts and place exposures are available to be analyzed in the Trisano data warehouse. The analysis of this information can help stop the spread of infectious disease, recognize outbreaks sooner, detect disease trends and target public heath programs .



TriSano connectivity capabilities allow public health professionals to receive, send, and integrate public and private health data securely and consistently with partners to benefit, protect, maintain, and improve public health.


The TriSano Web Application Programming Interface (Web API) enables you to import data from any external files, applications, or data warehouses thus eliminating re-entry of data, and saving time, reducing errors and increasing productivity. The Web API can also be used to export data from TriSano in XML format. Using the Web API, cases can be created and routed, lab reports can be added to a case, core data can be retrieved and many other functions.

HL7 2.3 and 2.5.1 support

TriSano 's HL7 2.3.1 and 2.5.1 support for the "meaningful use" standard for ELR submission to public health improves individual and population health, and reduces the costs of case investigations by improving the speed, completeness and quality of information captured for disease conditions.

Export to CSV and XML

Data can be exported in a wide variety of formats for analysis in other tools that are familiar with epidemiologists and informaticists. Data can also be exported to third party systems for reporting, integration, and analysis.


TriSano interoperability capabilities allows public health professionals to collect, exchange, and analyze information securely and consistently with health care partners to benefit, protect, maintain, and improve public health. The TriSano Web API, discussed above, along with the TriSano export facility provides the support needed to send and receive public health case, outbreak and surveillance data to and from HIE's and RHIO's.



TriSano provides ad hoc and standard reporting capabilities for epidemiologists and informaticists to produce line lists, and detailed and summary reports. Reports can be shared and scheduled for running as needed.


The charting features of TriSano allow users to track population disease trends, detect outbreaks, monitor and suggest improvements to increase the effectiveness of programs, and protect public health.


TriSano provides OLAP, multidimensional analysis capability, to summarize and analyze surveillance data across a wide range of dimensions, such as diseases, jurisdictions and event dates, and measures such as case counts and case-related time intervals.

Export to CSV and XML

Data can be exported in a wide variety of formats for analysis in other tools that are familiar with epidemiologists and informaticists. Data can also be exported to third party systems for reporting, integration, and analysis.

CDC Export

TriSano provides the capability to export required notifiable disease information to the CDC allowing health departments to meet CDC reporting requirements.

Export to other case management/surveillance systems

Case information from TriSano can be exported for consumption by other surveillance and case management systems including the NEDSS Base System (NBS). An XML-based export from TriSano makes this capability easily extensible to other systems that provide a defined import interface. This capability allows a local health district to implement TriSano to more effectively meet their needs for case, contact and outbreak management while still being able to report to their state health department.


Multiple Browser support

TriSano supports all major internet browsers including Microsoft Internet Explorer, Firefox, Safari and Chrome.

Globalization and Localization

TriSano has been globalized. To the user, globalization is transparent. Users of TriSano can interact with the product in their own language and with familiar, locale-specific conventions, increasing their productivity and the quality of information entered into the system.

Administration tools for system configuration and set up

TriSano includes a complete set of administration tools for system configuration and set up, including disease conditions, users, roles, jurisdictions, treatments and many more.

Enterprise Support

TriSano goes through rigorous testing by Collaborative Software Initiative developers for code defects, stability, scalability, and security. The commercial support included with TriSano provides access to CSI Connect offering product support, maintenance, and advice around implementation, migration, configuration, and performance tuning.

Service Level Agreement

Collaborative Software Initiative will work with you to determine realistic and measurable commitments and a common understanding about services, priorities, responsibilities, guarantees and warranties. Each area included will have a "level of service" defined.

Installation / upgrade support

The CSI Support Center offers installation and upgrade support to clients migrating to a new release of TriSano.

Service packs

Service packs for TriSano will be created and distributed as needed.


As part of the client portal, TriSano clients have access to a knowledgebase containing information on TriSano including installation, usage, documentation, and support.

Integration with existing security systems

TriSano includes security features to manage userids and passwords, and can also integrate with existing security and single signon systems.

Professional Documentation

TriSano is an easy to use system that is fully documented, built by public health experts, and can be quickly implemented in your environment. These professional documents lead to a faster implementation and add to the ease-of-use of TriSano for users of the system.

Web-based help

TriSano includes a complete web-based help facility for all users of the system, including investigators, administrators and form builders. The help is accessed from the Help option found on every TriSano screen. This feature adds to the ease-of-use of CSI TriSano for the systematic collection of disease surveillance data.

Product Guides

TriSano includes several product guides covering planning for and implementing TriSano, using the Form Builder to create new questionnaires, and working with the AVR components to report, chart and analyze data.

Performance Testing

Each release of TriSano goes through complete performance testing and benchmarking prior to release.

System Messages

A TriSano administrator can send system messages to all users of the system.

Merge, Purge and Deduplication

TriSano provides support to eliminate duplicate entries in the database using the provided merge, purge and deduplication features. With this, an administrator can identify duplicate people or places and merge the duplicates into one person or place. This feature can also be used to pre-define people and places to TriSano, such as patients, contacts, clinicians, hospitals and schools.

TriSano Features  Click screenshots to enlarge

Collect Data

Collect Data with TriSano

TriSano supports collecting data through Electronic Lab Reporting and supports the HL7 2.5.1 meaningful use standard.

Manage Data

Manage Data with TriSano

TriSano provides a powerful Patient View feature allowing you to manage all related case and contact information for a person at one time.

Analyze Data

Analyze Data with TriSano

The Search feature can be used to quickly find individual or groups of cases using a wide variety of search terms. The results can be exported easily for further analysis.

Integrate Data

Integrate Data with TriSano

On export, you can choose the detailed information you want to work with.

Report Data

Report Data with TriSano

The AVR Public Health Metrics feature lets you look at aggregated case and outbreak data through a wide range of dimensions and measures.

Enterprise Data

Enterprise Data with TriSano

A complete set of Professional Documentation and Web-based Help is provided.