Description

Use the Testing Facilities page to view the list of testing facilities, as well as add or edit testing facilities.

Access

AdminCenter > System Setup > Testing Facilities

You must have the necessary security permissions to access Testing Facilities. To view this page, you must have the View/Edit Testing Facilities role right enabled.



Technical Manual

Testing Facility List

The Testing Facility List page lists all testing facilities.

Show active only

Select this checkbox to view active testing facilities only.

Set the inactive/active status on the Testing Facility Details page when adding or editing a testing facility.

AddClick this button to add a new testing facility.
Testing Facility

Enter a name in the field to narrow the list of displayed testing facilities, or to find a specific testing facility.

If you cannot find the desired testing facility, click Add to open the Testing Facility Details page.

Show _ entriesIf the list is longer than one page, use the left and right arrow buttons, located above and below the list of testing facilities, to navigate through the list, or enter a specific value of entries in the field.
Testing facility name in listClick the name of a testing facility in the list to view or edit information on the Testing Facility Details page.


Testing Facility Details

Use the Testing Facility Details page to add or edit testing facility information.

Additional InfoClick this button to open the Additional Information Pop-up.
Change Log

Click this button to view the change log for the selected testing facility. See the Change Log topic.

Note

You must have the necessary security right to access the Change Log administration page.

Alerts & Comments

Click this button to view, add, edit, or delete the alerts and comments associated with the current testing facility. See the Alerts and Comments topic.

Note

If there are alerts or comments for the facility, the button text is italicized.

NameEnter the testing facility name. This is a required field.
Active

Select the checkbox to designate this as an active testing facility.

Note

Inactive testing facilities will not be listed/seen in any other areas of the software.

Testing Facility IDEnter the testing facility's ID into the field.
Time ZoneSelect a time zone from this drop-down list.
Cerner Labotix Automation Line HostClick in or enter text in to the search-as-you-type field to search for an automation line host. Click the blue link located in the Name column to add the automation line host to the field, or click the magnifying glass icon to manually search for an automation line host. Click X to remove the automation line host from the field.
AP Preview Billing Host

Click to allow the user to define the billing host (or any type of host) to be used for AP billing.

DFT messages are only sent to this host for AP order choices.

Note

This setting is only available with an Orchard Enterprise Pathology license.

CLIA IDEnter the Clinical Laboratory Improvement Amendments (CLIA) identification number, if accredited. This field can hold a maximum of 50 characters.
Medical Director

In the search-as-you-type field, enter the name of the medical director. The system displays the medical director's name in the end notes of result reports after the CLIA ID, if you have entered a name.

Previous Medical Directors: Click the button to display the Previous Medical Directors pop-up to define previous medical directors. The director(s) will be listed with the dates in which their term as medical director ended. This list will be sorted upon saving from the oldest date to the newest date. When viewing the medical director's name content types, the order's collected date will be used to determine which medical director's information is displayed. If no previous medical director(s) are defined, it will display the current medical director. 

  • Add Director: Click the button to add a medical director.
  • Name: Enter the new medical director's name in the field.
  • Last Day: Enter the date in which the director last served in the field.
  • X: Click to remove the medical director.
  • Save: Click to save any changes made on the pop-up.
  • Cancel: Click to close the pop-up without saving changes.
Lab Director

In the search-as-you-type field, enter the name of the lab director. The system displays the lab director's name in the end notes of result reports after the CLIA ID, if you have entered a name.

Previous Lab Directors: Click the button to display the Previous Lab Directors pop-up to define previous lab directors. The director(s) will be listed with the dates in which their term as lab director ended. This list will be sorted upon saving from the oldest date to the newest date. When viewing the lab director's name content types, the order's collected date will be used to determine which lab director's information is displayed. If no previous lab director(s) are defined, it will display the current lab director. 

  • Add Director: Click the button to add a lab director.
  • Name: Enter the new lab director's name in the field.
  • Last Day: Enter the date in which the director last served in the field.
  • X: Click to remove the lab director.
  • Save: Click to save any changes made on the pop-up.
  • Cancel: Click to close the pop-up without saving changes.
Previous Directors

Click this button to open the Previous Medical Directors Pop-up to define previous medical directors.

Practice

Click in or enter text in to the search-as-you-type field to search for and select a practice. Click the blue link located in the Name column to add the practice to the field, or click the magnifying glass icon to manually search for a practice. Click X to remove the practice from the field.

Roles

Click or enter text in the search-as-you-type field to search for and select roles to assign to this testing facility.

The selected roles will be used to determine login rights for the ODE associated with this testing facility. The system will check the roles of users attempting to sign in to the ODE against the roles selected here. If there's a match, the user will be granted sign-in permissions as outlined by the role. For example, if the testing facility's role has the administrator right and the user also has that role, they will sign in to the ODE as an administrator.

Address TypeSelect an address type from this drop-down list.
Address 1Enter the full address for the testing facility, including any suite numbers.
Address 2Enter the full address for the testing facility, including any suite numbers.
ZIP/Postal Code

Enter the ZIP code for the testing facility.

If ZIP code checking is enabled in the System Defaults administration page, when you enter a ZIP code that exists in the database, the system automatically fills in the associated city, state, and country.

If the ZIP code update option is enabled, the system also updates the corresponding city and state data, if appropriate.

CityEnter the city for the testing facility.
State/Region/ProvinceEnter the state for the testing facility.
CountryClick in or enter text in to the search-as-you-type field to search for the testing facility country. Click the blue link located in the Name column to add the country to the field, or click the magnifying glass icon to manually search for a country. Click X to remove the country from the field.
Country CodeEnter the country code for the testing facility.
Phone 1Enter the telephone number for the testing facility.
Phone 2Enter the telephone number for the testing facility.
FaxEnter the fax number for the testing facility.
TestClick this button to test the fax number entered in the Fax field.


Settings

Use the Settings section on the Testing Facility Details page to configure host settings required for a testing facility.

Note

Any hosts with the testing facility flag set will show up on the Testing Facilities administration page instead of the Hosts administration page after updating.

Lab Closed DatesClick this button to open the Lab Closed Dates Pop-up.
Associate lab with all new practicesSelect this checkbox to enable this testing facility to form an association with all new practices. The system selects this checkbox by default.
Accept any order choiceSelect this checkbox to allow this testing facility to accept any order choices from hosts that send paper requisition orders.
Require batch transmission of order messages

Select this checkbox to force order choices that are routed to a testing facility to go through the Release Samples page before sending an HL7 message to the testing facility.

If this is not selected, the system will transmit order messages as they become available.

Associate order's ICD codes with reflexed order choices

Select this checkbox to assign all diagnosis codes that exist on an order to a reflexed order choice.

If this is not selected, when the system receives a result for an order choice that was added to an order in the lab, it will attach the order choice to the order and mark it as a reflexed order choice, but it will not assign the order's ICD codes to the new order choice.

Use Hematology Approval Confirmation

Select this checkbox to display a pop-up that allows you to specify which hematology sectors to approve when selecting to approve results on the Hematology Review Results pop-up accessed from Work in Progress.

The pop-up allows you to select which sectors you are approving:

  • Manual Differential
  • Automated Differential
  • Images
  • Morphology
  • Hemogram
Use Digital Pathology

Select this checkbox to view external links on the AP Worksheet. When this setting is enabled, you can click on the links located to the left of the case, part, block, or slide in the Case Materials section, and the link will take you to view digital slides via an external slide viewer program. 

Do not show this host on the Order Choice Catalog pageSelect this checkbox to hide a host on the Order Choice Catalog.
Prevent matching on order choices which have not been releasedSelect this checkbox to ensure that results parsed in cannot match onto order choices that have not been released from Release Samples.
Manifest FormatSelect an option from the drop-down list to use the selected format instead of the system default manifest format. See the System Defaults topic.
Include clinical info on manifestSelect this checkbox to include any clinical information questions and their answers on manifests for the selected testing facility. See the Print Manifest topic.
Show bar code on manifest

Select this checkbox to display a bar code on the manifest. You can set the bar code format using the Label Printing administration page, accessed at either the system level (see the System Defaults topic) or at the host level (see the Hosts topic).

The system uses the host-level setting, if it exists, and it uses the system-level setting if the host-level setting does not exist.

Include order choice comments on manifest

Select this checkbox to include order choice comments on manifests.

Note

You must have the Display on requisitions and manifests option selected on an order choice comment for it to appear on manifests. See the Add or Edit Order Choice Comment Pop-up topic.

ID Generation

Click this button to navigate to the ID Generation page, where you can define an ID generation rule for the selected host.

You must save a new host before defining an ID generation rule.

Label Printing

Click this button to navigate to the Label Printing page, where you can configure label formats.

Click OK to return to the Testing Facilities administration page

Requisition Format

Select an option from the drop-down list to use as the selected format when creating requisitions for the selected testing facility. This list includes the standard requisition, as well as any requisition templates defined in the Layout Templates administration page that have been made live in the system. 

Note

The system always uses the standard requisition format when it creates summary requisitions. See the Requisitions topic.

Show time zone on requisition

Select this checkbox to display an abbreviation of the system's time zone after all dates on requisitions that are sent to this testing facility. The summary requisition also shows the time zone abbreviation if there is a requisition to print for a testing facility that has the Show time zone on requisition checkbox selected.

The time zone on the requisition is based on the time zone of the person printing the requisition.

Show bar code on requisition

Select this checkbox to display a bar code on the requisition. You can set the bar code format using the Label Printing administration page (see the Label Printing topic), accessed at either the system level (see the System Defaults topic) or at the host level (see the Hosts topic).

The system uses the host-level setting, if it exists, and it uses the system-level setting if the host-level setting does not exist.

Requisition bar code type

Select an option from the drop-down list to set the contents of the bar code on requisitions for the testing facility.

  • Default: Print just the sample ID for the bar code.
  • Prepend Ordering Location Host Code: Add the ordering location's host code for this host in front of the sample ID for the bar code.
  • Prepend Ordering Provider Host Code: Add the ordering provider's host code for this host in front of the sample ID for the bar code.
  • Prepend Ordering Location Lab Account Number: Add the ordering location lab account number in front of the sample ID for the bar code.
Requisition break level

Select an option from the drop-down list to set where the system splits requisitions.

  • All samples: Create one requisition that includes all of the samples on an order.
  • One sample ID per requisition: Create one requisition for every sample ID on an order.
  • One sample per requisition: Create one requisition for every sample on an order.
  • One temperature per requisition: Create a new requisition page for each temperature type for the samples on an order.
Requisition should include

Select an option from the drop-down list to set what the requisition should include.

  • All Order Choices: Include all order choices on the requisition.
  • All Collected Order Choices: Include all collected order choices on the requisition.
Sort by Sample ID Info Format

Select this checkbox to sort requisitions by sample ID. This works by sorting the elements inside each break level by the first sample ID to appear in the Sample ID Info Format.

Require reason to be entered when amending results

Select this checkbox to be prompted to enter a reason for amending results any time a clinical or hematology result is amended for that testing facility.

You can enter a reason on the pop-up by typing, using text shortcuts, and/or using quick comments. You can also set whether or not the reason is reportable.

If you do not enter a reason, the result is not amended. If you enter a reason, a result-level comment is created when amending the results that contain the specified reason.

Entered reason is reportable by default

Select this checkbox to select the amended reason's Display on lab report checkbox by default. 

Note

This checkbox is a subsetting of the Require reason to be entered when amending results checkbox; it is only available if the other checkbox is selected.

Only allow amended reason quick comments to be entered

Select this checkbox to require a quick comment be used when entering the reason for amending instead of allowing for manual entry of text.

Note

This checkbox is a subsetting of the Require reason to be entered when amending results checkbox; it is only available if the other checkbox is selected.

Mandatory review of billing upon final, addendum, or amendment report creation

Select this checkbox to open the Review Billing pop-up when users with access to the Billing tab issue a final, addendum, or amended report from the Microbiology Work Card Pop-up.  

The Review Billing pop-up contains the same features and information as the Billing tab. Click Save on the pop-up to continue issuing the report along with any changes that were made to the billing. Click Cancel to stop the issuing of the report and not save any changes to the billing items.

Note

This setting is only available with a Microbiology license.

Parse suppressed microbiology antibiotic result codes in result-level ZIF segments

Select the checkbox to parse suppressed microbiology result codes from ZIF segments.

When enabled, the following values will be parsed out of result-level ZIF segments:

CodeDescription
AUR1Only the MIC in OBX-5 will be suppressed.
AUR2Only the Interpretation in OBX-8 will be suppressed.
AUR3Both the MIC in OBX-5 and Interpretation in OBX-8 will be suppressed.

Note

This setting is only available with a Microbiology license.

Host-specific result report templatesSelect an option from the following drop-down lists to configure result report templates.
HeaderSelect an option from the drop-down list to configure the header for the template.
Page FooterSelect an option from the drop-down list to configure the page footer for the template.
HPDF HeaderSelect an option from the drop-down list to configure the HPDF header for the template.
HPDF Page FooterSelect an option from the drop-down list to configure the HPDF page footer for the template.


Critical Result Documentation

Enforce documentation of critical results prior to approvalSelect this checkbox to require documentation of critical results before they can be approved.


Delta Failure Documentation

Enforce required delta failure documentation prior to approvalSelect this checkbox to require documentation of delta failures before they can be approved. 


Out-of-Range QC Result Documentation

Enforce documentation of out-of-range QC results prior to approval

Select this checkbox to require documentation before approval in Work in Progress when out-of-range QC violations exist for QC results routed to this testing facility. When this setting is enabled, the Document Out-of-Range QC button will display in Basic Review Results and/or Advanced Review Results, allowing you to enter a resolution for the QC violations.

When this setting is enabled, if the user selects the Approve button on Basic Review Results or Advanced Review Results before entering documentation for out-of-range QC, the Out-of-Range QC Result Documentation Pop-up will appear.

Instrument Interfacing

Use the Instrument Interfacing section on the Testing Facility Details page to configure interface settings for testing facilities.

This section includes a data table that lists the Device Engines using the current testing facility.

Use the sample collection time when matching a result message to a sample in the systemSelect this checkbox to use the sample collection time when matching a result message to a sample in the system.
Match samples collected in a window plus or minus ___

Select this checkbox to use the patient MRN with the result matching configurations for a testing facility. The default value is 90.

Select MinutesHours, or Days from the drop-down list to specify a value.

Inbound Mapper Script

Select an option from the drop-down list to use a Mapper script to convert data from one format to another.

Click Create New or Edit to open the Edit Mapper Script page, where you can define or edit the Mapper script. See the Edit Mapper Script topic.

If you select a script before clicking Create New, the system makes a copy of the selected script as the basis for the new script.

Outbound Mapper Script

Select an option from the drop-down list to use a Mapper script to convert data from one format to another.

Click Create New or Edit to open the Edit Mapper Script page, where you can define or edit the Mapper script. See the Edit Mapper Script topic.

If you select a script before clicking Create New, the system makes a copy of the selected script as the basis for the new script.

Outbound ADTClick this button to open the ADT Events page, where you can define from which practice the testing facility should receive patient demographics. See the ADT Events topic.
HL7 2.5.1 Patient Identifier ListClick the Add button in the HL7 2.5.1 Patient Identifier List section to allow the user to define a patient identifier list for the order of patient identifiers to be sent in the HL7 2.5.1 message. Options for the patient identifiers are MRN and SSN and Master Patient ID 1 and Master Patient ID 2. The user can define a patient identifier type code to be sent with each identifier type. The default priority of patient identifier types is MRN and SSN, and the default type codes for each patient identifier are MR and SS, respectively. When Master Patient ID 1 is added to the identifier list, the patient's master patient ID is sent in a repeat of PID-3 (if it exists). When Master Patient ID 2 is added to the identifier list, the patient's master patient ID 2 is sent in a repeat of PID-3 (if it exists). In both cases, the ID is sent out with the Identifier Type Code specified in the identifier list.


Data Functions for this Testing Facility

Activate Testing Facility For All PracticesClick to activate the testing facility for ALL practices.
Copy Insurance Company Host CodesClick to copy the insurance company host code(s) for the testing facility.
Copy Insurance Plan Host CodesClick to copy the insurance plan host code(s) for the testing facility.
Copy User Host CodesClick to copy the user host code(s).
Copy Order Choice Active Setting

Click to select a testing facility from which to copy all order choice Active for this host settings.

Click or begin typing in the search-as-you-type field to search for and select a testing facility to copy the settings from.

When you click OK to the pop-up, any order choice that has the Active for this host setting enabled will also have that setting enabled for this testing facility.


Toxicology Billing

This section is available only with the Orchard Enterprise Lab Toxicology module license. Use the Toxicology Billing section to configure the billing for toxicology screening and/or confirmatory tests. 

Bill Toxicology Screening tests by

Use the settings in this section to configure the billing for the toxicology screening tests performed at this facility.

Test level CPT/Charge Codes: Select the option to have this testing facility use test-level CPT and/or charge codes for toxicology screening test billing.

Medication Class Grouping: Select the option to have this testing facility bill toxicology screening tests by medication class grouping or G codes. When an order is complete, the system totals the amount of Medication Billing Classes across all tests on the order and combines them. Then it totals how many different groups of Medication Billing Classes exist for the order ID and uses the assigned billing code configured here for the amount of unique classes it has. Additional settings allow for the grouping of medication classes attached to medications that are linked within the respective test builds.

  • Number of Drug Classes: Enter a value in the first and second fields to indicate the range of drug classes to assign the billing code to. If there is more than one drug class range, ensure the values in these fields do not overlap. 
  • Billing Code: Select either Charge Code or CPT Code from the drop-down list. Use the accompanying search-as-you-type field to search for and select the billing code to assign to the drug class range.
  • X: Click the X button to remove a drug class range. 
  • Add: Click the button to add a drug class range.
Bill Toxicology Confirmatory tests by

Use the settings in this section to configure the billing for the toxicology confirmatory tests performed at this facility.

Test level CPT/Charge Codes: Select the option to have this testing facility use test-level CPT and/or charge codes for toxicology confirmatory test billing.

Medication Class Grouping: Select the option to have this testing facility bill toxicology confirmatory tests by medication class grouping or G codes. This checkbox is selected by default. Additional settings allow for the grouping of medication classes attached to medications that are linked within the respective test builds:

  • Number of Drug Classes: Enter a value in the first and second fields to indicate the range of drug classes to assign the billing code to. If there is more than one drug class range, ensure the values in these fields do not overlap. 
  • Billing Code: Select either Charge Code or CPT Code from the drop-down list. Use the accompanying search-as-you-type field to search for and select the billing code to  assign to the drug class range.
  • X: Click the X button to remove a drug class range. 
  • Add: Click the button to add a drug class range.

Footer Menu

SaveClick this button to save any changes made to the page.
< Back to ListClick this button to return to the Testing Facility List page without making changes.