Description
Use the Custom Filters page to define and customize filters. Users will be able to define their own custom filters for available pages, such as Batch Orders, Client Services (Clients and Items), Collect Samples, Collection List, Create Manifest, Inbox Lab Report, Lab Report, Location Inbox (Other Reports), Location Inbox (Result Reports), Order Patient Samples Advanced Patient Search, Ordering Search (Location and Provider), Patient Advanced Search, Pending Collection (Collection List, Manual Select, and Search For Orders), Pending Orders, Reference Lab Results, Release Samples (Manual Select and Search for Orders), User Inbox, and Work in Progress.
The user will have a list of available content types for the filter type that they can add to the filter. By dragging items from the Available Filter Items section over to the Current Layout section, the item will be a part of the filter. In addition, users can choose to define text on an empty cell to be displayed in the filter. Once in the Current Layout section, the user can adjust the arrangement of filter items as they see fit, including changing row height, column width, and cell position. The custom filter elements will dynamically resize when row height and column width are changed. When a row height or a column width is changed on a custom filter, the setup area for the custom filter will dynamically change the appropriate height or width on the layout table. Options to add/delete rows and columns are also present. Users can drag cells in the Current Layout section to other cells in order to reposition them (cell contents can be swapped with one another in this manner), and they can also remove cells by dragging it to the delete section.
Individual cells have their own properties that can be set, including column span, row span, and various options specific to cell content types (as of now, this only includes defining the default start/end time values for time-based filter components). Note that in order to increase the column/row span on a cell, blank cells must be available into which the cell will expand (e.g., if you wanted a column span of two on a cell, it would have to have a blank cell immediately to its right for that to be done). The user is allowed to set default values into certain filter items. Even if the filter item in particular is not present in the filter, the user will be able to assign a default value that will always apply to search results when using this filter.
Some filter items, such as search-as-you-type elements and date/time fields, will not be allowed default value assignment. For the date/time fields, there are a number of options in the cell's Edit pop-up to define specific values. Rounding out the setup page, there is a Preview Filter button on the setup page, which will give a quick view of what the current filter will look like. The filter for the setup page is rendered in a different manner than the filter that will actually be used in order to facilitate easier setup, so this will offer a quick way to preview its appearance.
Custom filters are currently assigned to signed-in locations. Similar to how the Column View assignment operates; the user will be able to choose from a list of active custom filters for each available filter type. Once the custom filter is saved to the location, any user signed into that location will have the custom filter generated when viewing the Pending Orders page. Finally, a user Application setting will now determine how the user's Application settings are applied with regards to this custom filter. The user can choose to use the signed-in location's custom filter, which will ignore the user's Application settings for the page, and use the default values stored in the custom filter. Alternatively, the user can choose to use the Application settings, which will cause the page to use its default filter.
Access
AdminCenter > Customization > Custom Filters
You must have the necessary security permissions to access AdminCenter.
Technical Manual
Viewing the Filter List
The Custom Filter List section contains a list of up to ten custom filters. The custom filters list will display the filter's name, a brief description, type of filter, and the active/inactive status of the filter, along with the option to copy the filter.
| Show active only | Select the checkbox to view active filters only. Set the inactive/active status on the Custom Filter Setup section of the Custom Filters details page. |
|---|---|
| Name | Enter text into the field to search for a specific filter. This is a search-as-you-type field and the list will automatically refresh depending on the text in the field. If no filters are found, a "No matching records found" message will be displayed. |
| Type | Select in the drop-down list to select a filter type to filter by. You may select All, AP Processing List, Client Services - Clients, Client Services - Items, Collect Samples, Collection List, Create Manifest, Inbox Lab Report - View, Lab Report - View, Location Inbox - Other Reports, Location Inbox - Result Reports, OPS - Patient Advanced Search, Order Advanced Search, Ordering Location Search, Ordering Provider Search, Patient Advanced Search, Pending Collection - Collection List, Pending Collection - Manual Select, Pending Collection - Search For Orders, Pending Orders, Reference Lab Results, Release Samples - Manual Select, Release Samples - Search for Orders, User Inbox, Work Request or Work in Progress to filter. The filters list will automatically refresh, or you may select Refresh to manually refresh the page. All is the default option for the Type drop-down list. |
| Add | If you cannot find the desired filter, select the Add button to select the type of custom filter to create from the Add Custom Filter pop-up and then create the filter details using the Custom Filters details page. See the "Adding or Editing Filter Details" section below. You may create custom filters for:
|
| Refresh | Select to refresh the list with the filters you've set. |
Page links | If the list is longer than one page, use the page links, located below or above the list, to navigate through the list. |
| Name link | Select the name of the custom filter to view or edit the filter information on the Custom Filters details page. |
Adding or Editing Filter Details
To add a custom filter, select the Add button on the Custom Filter list page. In the Add Custom Filter pop-up, select the type of custom filter you'd like to create: AP Processing List, Client Services - Clients, Client Services - Items, Collect Samples, Collection List, Create Manifest, Inbox Lab Report - View, Lab Report - View, Location Inbox - Other Reports, Location Inbox - Result Reports, OPS - Patient Advanced Search, Order Advanced Search, Ordering Location Search, Ordering Provider Search, Patient Advanced Search, Pending Collection - Collection List, Pending Collection - Manual Select, Pending Collection - Search For Orders, Pending Orders, Release Samples - Manual Select, Reference Lab Results, Release Samples - Search for Orders, User Inbox, or Work in Progress.
Once you select the button for the filter you'd like to create, the Starting Filter Status pop-up appears, where you may select either the Create blank filter button to create a new filter or select the Create filter from default button to create a filter from an already existing default filter.
To edit an existing filter, select the name of the filter in the list on the Custom Filters list page. The Custom Filters details page will appear for that specific filter; configure changes as necessary.
At the top of every Custom Filters details page you can view the instructions to learn basic configurations of the page.
- Add items to the filter by choosing an item from the Available Filter Items list and dragging its arrow to the desired cell in the Filter Layout section.
- Items in the Filter Layout section can be moved around in the same manner by dragging the appropriate content's arrow to the desired cell.
- Remove items from the Filter Layout by dragging the content's arrow back into the Available Filter Items section.
- Use the Edit button next to the cell content in the Filter Layout section to edit the cell's properties.
- Entering or selecting a setting for a filter on this page will configure default values where the filter is displayed.
| Save | Select to record your changes and return to the Custom Filters list page. |
|---|---|
| < Back to List | Select to return to the Custom Filters list page without saving your changes. |
Adding or Editing AP Processing List
Select the AP Processing List button on the Add Custom Filter pop-up to create a custom filter for the AP Processing List page.
Select either the Create blank filter button or Create filter from default button on the Starting Filter Status pop-up to create a blank filter or to create a filter from an already existing default filter.
| Custom Filter Setup | |
|---|---|
| Name | Enter a filter name into the field. This field is required. |
| Description | Enter a description of the filter in the field. |
| Active | Select the checkbox to show that the filter is active. |
| Available AP Processing List Filter Items | |
|---|---|
| AP Container Type | The type of container for the AP item. Select the magnifying glass icon to search manually, or select X to remove text from the fields. |
| Ordering Provider | Enter text into the field to search for specific ordering providers. Select the magnifying glass icon to search manually, or select X to remove text from the fields. Selecting providers sets them as the default value for this field. |
| Ordering Location | Select the search field to search for an ordering location. Select the magnifying glass button to manually search for an ordering location, or enter text into the field to search. Select X to clear the search field. Selecting an ordering location sets it as the default value for this field. |
| Tube/Container Type | Select the search field to search for tube/container types. Select the magnifying glass button to manually search for one or more tube/container types, or enter text into the field to search. Select X to clear the search field. Selecting tube/container types sets them as the default value for this field. |
| Patient | The full name of the patient. Select X to remove text from the field. |
Create Time Start Create Time End | Use these time/date fields to specify a date range for the AP Processing List custom filter. Enter a start date/time into the Start field and an end date/time in the End field in the format MM/DD/YYYY HH:MM AM/PM. Select Now to add the current date/time in the fields, or select the calendar icon to manually add the date/time. Select Clear to remove the values from the fields. |
Notes | Displays notes carried over from the AP Worksheet. |
Sent to Pathologist By | In the Sent to Pathologist by drop-down list, select from the following options.
Select the search field to search for the users who sent the item to the pathologist. Select the magnifying glass button to manually search for one or more users, or enter text into the field to search. Select X to clear the search field. Selecting users sets them as the default value for this field. |
Cut By | In the Cut By drop-down list, select from the following options:
Select the search field to search for the users who cut the AP item. Select the magnifying glass button to manually search for one or more users, or enter text into the field to search. Select X to clear the search field. Selecting users sets them as the default value for this field. |
Embedded By | In the Embedded By drop-down list, select from the following options:
Select the search field to search for the users who embedded the AP item. Select the magnifying glass button to manually search for one or more users, or enter text into the field to search. Select X to clear the search field. Selecting users sets them as the default value for this field. |
Grossed By | In the Grossed By drop-down list, select from the following options:
Select the search field to search for the users who grossed the AP item. Select the magnifying glass button to manually search for one or more users, or enter text into the field to search. Select X to clear the search field. Selecting users sets them as the default value for this field. |
Processor | In the Processor drop-down list, select from the following options:
Select the search field to search for processors. Select the magnifying glass button to manually search for one or more processors, or enter text into the field to search. Select X to clear the search field. Selecting users sets them as the default value for this field. |
Requested By | Select the search field to search for users who requested items. Select the magnifying glass button to manually search for one or more users, or enter text into the field to search. Select X to clear the search field. Selecting users sets them as the default value for this field. |
Stained By | In the Stained By drop-down list, select from the following options:
Select the search field to search for users who stained items. Select the magnifying glass button to manually search for one or more users, or enter text into the field to search. Select X to clear the search field. Selecting users sets them as the default value for this field. |
Stain | Use this filter to filter the AP Processing List based on specific stains and if a slide has a stain. In the Stained drop-down list, select from the following options:
Select the search field to search for specific stains. Select the magnifying glass button to manually search for one or more stains, or enter text into the field to search. Select X to clear the search field. Selecting stains sets them as the default value for this field. |
AP Processing List Filter Layout | |
|---|---|
Height Width | Use the fields to configure the height and width of the table cells by changing the values in the fields. Select the X to remove the cells from the filter layout. |
| Gear icon | Select the button located inside the filter layout cell to edit cell properties via the Edit Cell Properties pop-up. The pop-up has the following fields:
|
| Add Column | Select to add a new column to the filter layout. |
| Add Row | Select to add a new row to the filter layout. |
| Preview Filter | Select to preview your custom filter. When selected, the Filter Preview pop-up will appear with your customized filter layout displayed. Select Close to return to the filter setup page. |
| Save | Select to save your custom filter layout. You will be returned to the Custom Filters list page and your new filter will appear in the list. |
| < Back to List | Select to return to the Custom Filters list page without saving your changes. |
Adding or Editing Client Services - Clients
Select the Client Services - Clients button on the Add Custom Filter pop-up to create a custom filter for the Client Services - Clients page.
Select either the Create blank filter button or Create filter from default button on the Starting Filter Status pop-up to create a blank filter or to create a filter from an already existing default filter.
| Custom Filter Setup | |
|---|---|
| Name | Enter a filter name into the field. This field is required. |
| Description | Enter a description of the filter in the field. |
| Active | Select the checkbox to show that the filter is active. |
| Available Client Services - Clients Filter Items | |
|---|---|
| Blue arrows icon | Select and drag the blue arrows icon (located to the left of the filter item) to the Client Services - Clients Filter Layout section of the page. You may drag and drop the filter item into any available cell. |
| Client ID | The client's identification number. |
| NPI | The client's National Provider Number. |
| Client Name | The client's full name. |
| City | The client's city of residence. |
| State | The client's state of residence. |
| ZIP | The client's ZIP code of residence. |
| Contact Last Name | The last name of the client's emergency contact. |
| Contact First Name | The first name of the client's emergency contact. |
| Practice | The name of the practice. |
| Sales Person | The name of the sales person. |
| Region | The name of the region where the practice is located. |
| Show active only | Select this checkbox to show that the client is active in the system. |
| Refresh | Select this button to refresh the Available Client Services - Clients Filter Items section. |
| Clear Filter | Select this button to clear all information from the filter. |
| Client Search and Select | When this field is included in the filter, a search-as-you-type field is included in the Clients tab filter on the Client Services administration page. Selecting a client will cause its client summary information to be loaded on the Clients tab as if a client from the clients list has been selected. |
| Address 1 | The first line of the client's address. |
| Address 2 | The second line of the client's address. |
| Client Services - Clients Filter Layout | |
|---|---|
Height Width | Use the fields to configure the height and width of the table cells by changing the values in the fields. Select the X to remove the cells from the filter layout. |
| Gear icon | Select the button located inside the filter layout cell to edit cell properties via the Edit Cell Properties pop-up. The pop-up has the following fields:
|
| Add Column | Select to add a new column to the filter layout. |
| Add Row | Select to add a new row to the filter layout. |
| Preview Filter | Select to preview your custom filter. When selected, the Filter Preview pop-up will appear with your customized filter layout displayed. Select Close to return to the filter setup page. |
| Save | Select to save your custom filter layout. You will be returned to the Custom Filters list page and your new filter will appear in the list. |
| < Back to List | Select to return to the Custom Filters list page without saving your changes. |
Adding or Editing Client Services - Items
Select the Client Services - Items button on the Add Custom Filter pop-up to create a custom filter for the Client Services - Items page.
Select either the Create blank filter button or Create filter from default button on the Starting Filter Status pop-up to create a blank filter or to create a filter from an already existing default filter.
| Custom Filter Setup | |
|---|---|
| Name | Enter a filter name into the field. This field is required. |
| Description | Enter a description of the filter in the field. |
| Active | Select the checkbox to show that the filter is active. |
| Available Client Services - Items Filter Items | |
|---|---|
| Blue arrows icon | Select and drag the blue arrows icon (located to the left of the filter item) to the Client Services - Items Filter Layout section of the page. You may drag and drop the filter item into any available cell. |
| Item ID | The item's identification number. |
| Client | The client in which the item was ordered. Select X to remove text from the field. |
| Client Tier | The client's general information, including name, a description, and an active status. Select X to remove text from the field. |
| Assigned To | The person the item is assigned to. Select X to remove text from the field. |
| Region | The region of the item. Select X to remove text from the field. |
| Department | The department of the item. Select X to remove text from the field. |
| Status | The status of the item. Select X to remove text from the field. |
| Reason | The reason the item was ordered. Select X to remove text from the field. |
| Priority | The priority level of the ordered item. Select X to remove text from the field. |
| Refresh | Select this button to refresh the Available Client Services - Items Filter Items section. |
| Clear Filter | Select this button to clear all information from the filter. |
| Add | Select this button to add information to the Client Services Item. |
| Reassign Selected | Select this button to reassign the item. |
| Clear Selected | Select this button to clear the selected item(s). |
| Patient | The full name of the patient. Select X to remove text from the field. |
| Linked Order | The linked order (if available) on the item. Select X to remove text from the field. |
| Hide closed items | Select this checkbox to hide closed items. |
| Print Selected | Select this button to print the selected item information. |
| Last Modified By User | The last user to modify a Client Services Item. Select X to remove text from the field. |
| Entered By User | The user that entered the Client Services Item. Select X to remove text from the field. |
| Start/End | Use these time/date fields to specify a date range for the Client Services - Items custom filter. Enter a start date/time into the Start field and an end date/time in the End field in the format MM/DD/YYYY HH:MM AM/PM. Select Now to add the current date/time in the fields, or select the calendar icon to manually add the date/time. Select Clear to remove the values from the fields. |
| Edit Selected UDFs | Displays a pop-up to allow the user to answer or clear the selected user-defined question for selected items. |
| User-defined Field | Select this option to add a user-defined field. |
| Open Selected | Select this button to open several Client Services module item pop-ups at one time. |
| Client Services - Items Filter Layout | |
|---|---|
Height Width | Use the fields to configure the height and width of the table cells by changing the values in the fields. Select the X to remove the cells from the filter layout. |
| Gear icon | Select the button located inside the filter layout cell to edit cell properties via the Edit Cell Properties pop-up. The pop-up has the following fields:
|
| Add Column | Select to add a new column to the filter layout. |
| Add Row | Select to add a new row to the filter layout. |
| Preview Filter | Select to preview your custom filter. When selected, the Filter Preview pop-up will appear with your customized filter layout displayed. Select Close to return to the filter setup page. |
| Save | Select to save your custom filter layout. You will be returned to the Custom Filters list page and your new filter will appear in the list. |
| < Back to List | Select to return to the Custom Filters list page without saving your changes. |
Adding or Editing Collect Samples
Select the Collect Samples button on the Add Custom Filter pop-up to create a custom filter for the Collect Samples page.
Select either the Create blank filter button or Create filter from default button on the Starting Filter Status pop-up to create a blank filter or to create a filter from an already existing default filter.
| Custom Filter Setup | |
|---|---|
| Name | Enter a filter name into the field. This field is required. |
| Description | Enter a description of the filter in the field. |
| Active | Select the checkbox to show that the filter is active. |
| Available Collect Samples Filter Items | |
|---|---|
| Blue arrows icon | Select and drag the blue arrows icon (located to the left of the filter item) to the Collect Samples Filter Layout section of the page. You may drag and drop the filter item into any available cell. |
| Patient | Select inside the field to search for a patient. |
| Current Collection Location | Select inside the field to search for a collection location. |
| Current Phlebotomist Label Def | Select inside the field to search for a phlebotomist label definition or ID. |
| Do not show orders with an order date older than ___ days | Select the checkbox to have the system not show display orders with an order date older than a specific number of days. Enter a value into the available field. The default value is 30 days. |
| Suppress order message creation | Select the checkbox to have the system suppress order message creation. |
| Override collection time | Select the date/time range fields to include a specific range for overriding collection times. This happens in the format MM/DD/YYYY HH:MM AM/PM. Select Now to include the current date/time in the fields. |
| Do not show orders with an order date more than ___ days in the future | Select the checkbox to limit the number of days into the future to pull orders into the Collect Samples page. This field will override the Number of days in the future to display orders on the collection page setting on the System Defaults administration page. These fields will affect which patients are displayed as well as which order choices are listed in the Order Choices Pending Collection column. These fields must be configured on the Collect Samples page (the checkbox for each field must be selected) before they will work on the Waiting Room page. Also, these fields can be configured without selecting a patient on the Collect Samples page. When one or both of these fields is being used to filter the Waiting Room page, a Filtering hint will be displayed next to the Highlighting hint. Hovering over the Filtering hint will display a tooltip that lists which of these filter fields from the Collect Samples page are currently being used to filter results. |
| Sort orders in descending order by order date | Select the checkbox to sort orders in descending order by order date. |
| Collect Samples Filter Layout | |
|---|---|
Height Width | Use the fields to configure the height and width of the table cells by changing the values in the fields. Select the X to remove the cells from the filter layout. |
| Gear icon | Select the button located inside the filter layout cell to edit cell properties via the Edit Cell Properties pop-up. The pop-up has the following fields:
|
| Add Column | Select to add a new column to the filter layout. |
| Add Row | Select to add a new row to the filter layout. |
| Preview Filter | Select to preview your custom filter. When selected, the Filter Preview pop-up will appear with your customized filter layout displayed. Select Close to return to the filter setup page. |
| Save | Select to save your custom filter layout. You will be returned to the Custom Filters list page and your new filter will appear in the list. |
| < Back to List | Select to return to the Custom Filters list page without saving your changes. |
Adding or Editing Collection List
Select the Collection List button on the Add Custom Filter pop-up to create a custom filter for the Collection List page.
Select either the Create blank filter button or Create filter from default button on the Starting Filter Status pop-up to create a blank filter or to create a filter from an already existing default filter.
| Custom Filter Setup | |
|---|---|
| Name | Enter a filter name into the field. This field is required. |
| Description | Enter a description of the filter in the field. |
| Active | Select the checkbox to show that the filter is active. |
| Disable automatic searching | Select the checkbox to disable automatic searching on the Collection List page. The Search button must be in the filter in order for the user to select the Disable automatic searching checkbox. |
| Available Collect List Filter Items | |
|---|---|
| Blue arrows icon | Select and drag the blue arrows icon (located to the left of the filter item) to the Collection List Filter Layout section of the page. You may drag and drop the filter item into any available cell. |
| Collection Locations | Select inside the search field, or select the magnifying glass icon, to search for a collection location record. Select the collection location to view the name and active status of the record. If a collection list is not selected from the search field, a "No records selected" message will appear in the table. |
| Order Date | Select the drop-down list and select either Order Date or Proposed Collection Date from the list to specify whether the date is an order date or a proposed collection date. Order Date is selected by default. |
Start End | Enter date values in the Start and End fields to define the start and end date and time of either the order date or the proposed collection date. Enter values in the form of MM/DD/YYYY HH:MM AM/PM. Manually enter the start and end dates by selecting the calendar icon, or select Now to enter the current date and time. Select Clear to clear the field(s) of all values. |
| Include Past Due | Select the checkbox to have the system include collection lists past their due date on the filter. |
| Exclude Orders on Other Collection Lists | Select the checkbox to have the system exclude orders on other collection lists. |
| Patient Practices | Select inside the search field, or select the magnifying glass icon, to search for a patient practice record. Select the practice to view the name and active status of the practice. If a practice is not selected from the search field, a "No records selected" message will appear in the table. |
| Patient Locations | Select inside the search field, or select the magnifying glass icon, to search for a patient location record. Select the patient location to view the name and active status of the record. If a patient location is not selected from the search field, a "No records selected" message will appear in the table. |
| Orders with specific Order Choices | Select the drop-down and select either Limit to or Exclude from the list to specify whether to limit orders with specific order choices or to exclude orders with specific order choices. |
| Order Choices | Select inside the search field, or select the magnifying glass icon, to search for order choice records. Select the order choice to view the abbreviation, name, CPT codes, local name, collection information, and status of the order. If an order choice is not selected from the search field, a "No records selected" message will appear in the table. |
| Orders with specific Priorities | Select the drop-down and select either Limit to or Exclude from the list to specify whether to limit orders with a specific priority or to exclude orders with a specific priority. |
| Priorities | Select inside the search field, or select the magnifying glass icon, to search for priority records. Select the priority to view the name and active status of the record. If a priority is not selected from the search field, a "No records selected" message will appear in the table. |
| Ordering Provider | Enter text into the field to search for a specific order provider. Select the magnifying glass icon to search manually, or select X to remove text from the fields. |
| Entered By | Enter text into the field to search for the person who entered the priority. Select the magnifying glass icon to search manually, or select X to remove text from the fields. |
| Phlebotomist | Enter text into the field to search for a specific phlebotomist. Select the magnifying glass icon to search manually, or select X to remove text from the fields. |
| Region | Enter text into the field to filter the item based on the region. This is a search-as-you-type field. Select the magnifying glass icon to search manually, or select X to remove text from the fields. |
| Only Show Standing Orders | Select the checkbox to have the system only display orders that are standing orders. |
| Patient Additional Info | Select the filter item to the filter so the user will be forced to select a patient-level user-defined field. This filter item can be added to the filter more than once. |
| Search | Select the button that will disable the auto-refresh nature of the custom filter. |
| Collection List Filter Layout | |
|---|---|
Height Width | Use the fields to configure the height and width of the table cells by changing the values in the fields. Select the X to remove the cells from the filter layout. |
| Gear icon | Select the button located inside the filter layout cell to edit cell properties via the Edit Cell Properties pop-up. The pop-up has the following fields:
|
| Add Column | Select to add a new column to the filter layout. |
| Add Row | Select to add a new row to the filter layout. |
| Preview Filter | Select to preview your custom filter. When selected, the Filter Preview pop-up will appear with your customized filter layout displayed. Select Close to return to the filter setup page. |
| Save | Select to save your custom filter layout. You will be returned to the Custom Filters list page and your new filter will appear in the list. |
| < Back to List | Select to return to the Custom Filters list page without saving your changes. |
Adding or Editing Create Manifest
Select the Create Manifest button on the Add Custom Filter pop-up to create a custom filter for the Create Manifest page.
Select either the Create blank filter button or Create filter from default button on the Starting Filter Status pop-up to create a blank filter or to create a filter from an already existing default filter.
| Custom Filter Setup | |
|---|---|
| Name | Enter a filter name into the field. This field is required. |
| Description | Enter a description of the filter in the field. |
| Active | Select the checkbox to show that the filter is active. |
| Available Create Manifest Filter Items | |
|---|---|
| Blue arrows icon | Select and drag the blue arrows icon (located to the left of the filter item) to the Create Manifest Filter Layout section of the page. You may drag and drop the filter item into any available cell. |
| Collection Location | Select inside the search field, or select the magnifying glass icon, to search for a collection location record. Select the collection location to view the name and active status of the record. If a collection list is not selected from the search field, a "No records selected" message will appear in the table. When editing the cell properties in the Create Manifest Filter Layout section, select the Use signed-in user's location as the default value checkbox to make the collection location filter element default to the current user's signed-in location on the Create Manifest page. |
| Entered By | Select inside the search field, or select the magnifying glass icon, to search for the person that entered the information. |
| Lab | Select the drop-down list and select an option. This is a required field. When editing the cell properties in the Create Manifest Filter Layout section, select the Remove the "All" option from the lab list checkbox to remove the All option from the Lab drop-down list on the Create Manifest page. |
| Show samples ___ in the past ___ | Select the option to specify requirements when displaying samples. From the first drop-down list, select either collected or ordered. Enter a value in the field to specify time. The default is 24. Select an option from the drop-down list to specify whether it is hours, days, or weeks. Show samples on other manifests: Select the checkbox to have samples shown on other manifests. Exclude samples with results: Select the checkbox to exclude samples that have results from manifests. |
| Show samples ___ in the date range | Select the option to specify what samples get displayed when filtering by date range. Select either collected or ordered from the drop-down list. Enter date values in the Start and End fields to define the start and end date and time of either the order date or the proposed collection date. Enter values in the form of MM/DD/YYYY HH:MM AM/PM. Manually enter the start and end dates by selecting the calendar icon, or select Now to enter the current date and time. Select Clear to clear the field(s) of all values. Show samples on other manifests: Select the checkbox to have samples shown on other manifests. Exclude samples with results: Select the checkbox to exclude samples that have results from manifests. |
Show collected samples not on a manifest | Select the option to show collected samples that are not on a manifest. Exclude samples with results: Select the checkbox to exclude samples that have results from manifests. |
| Select samples manually | Select the option to be able to manually select samples for the manifest. Order ID/SID: Enter text in the field to search for order IDs and SIDs. Select Add to add the samples, or select Clear Samples to clear the samples from the page. Display most recently scanned samples first: Select the checkbox to have the system display the most recently scanned samples first in the list. Display most recently scanned samples last: Select the checkbox to have the system display the most recently scanned samples last in the list. |
Create Manifest Filter Layout | |
|---|---|
Height Width | Use the fields to configure the height and width of the table cells by changing the values in the fields. Select the X to remove the cells from the filter layout. |
| Gear icon | Select the button located inside the filter layout cell to edit cell properties via the Edit Cell Properties pop-up. The pop-up has the following fields:
|
| Add Column | Select to add a new column to the filter layout. |
| Add Row | Select to add a new row to the filter layout. |
| Preview Filter | Select to preview your custom filter. When selected, the Filter Preview pop-up will appear with your customized filter layout displayed. Select Close to return to the filter setup page. |
| Save | Select to save your custom filter layout. You will be returned to the Custom Filters list page and your new filter will appear in the list. |
| < Back to List | Select to return to the Custom Filters list page without saving your changes. |
Adding or Editing Inbox Lab Report - View
Select the Inbox Lab Report - View button on the Add Custom Filter pop-up to create a custom filter for the Inbox Lab Report - View page.
Select either the Create blank filter button or Create filter from default button on the Starting Filter Status pop-up to create a blank filter or to create a filter from an already existing default filter.
| Custom Filter Setup | |
|---|---|
| Name | Enter a filter name into the field. This field is required. |
| Description | Enter a description of the filter in the field. |
| Active | Select the checkbox to show that the filter is active. |
| Available Inbox Lab Report - View Filter Items | |
|---|---|
| Blue arrows icon | Select and drag the blue arrows icon (located to the left of the filter item) to the Inbox Lab Report - View Filter Layout section of the page. You may drag and drop the filter item into any available cell. |
| Show historical results | Select to display historical results for an Inbox lab report. |
| Order ID | Select the link to view the order ID that is attached to the lab report. |
< Previous Entry Next Entry > | Select either the < Previous Entry button or the Next Entry > button to navigate between entries. Above the buttons, text displays "Viewing Entry -1 out of -1" message, which will vary depending on how many entries there are. |
| Acknowledge | Select to acknowledge the lab report in the inbox. |
| Options | Select to see a list of options. |
| Deliver | Select to deliver the the lab report. |
| Refresh | Select to refresh the page in order to view new lab reports. |
| External Report Template | Enter text in the field for selecting a predefined External Report template to use to display the report. After the report is obtained, it can be delivered to any allowed recipient. This new report will not be saved because of the display within the Lab Reports pop-up; it can just be used to show what the report would be like using a different template. |
Inbox Lab Report - View Filter Layout | |
|---|---|
Height Width | Use the fields to configure the height and width of the table cells by changing the values in the fields. Select the X to remove the cells from the filter layout. |
| Gear icon | Select the button located inside the filter layout cell to edit cell properties via the Edit Cell Properties pop-up. The pop-up has the following fields:
|
| Add Column | Select to add a new column to the filter layout. |
| Add Row | Select to add a new row to the filter layout. |
| Preview Filter | Select to preview your custom filter. When selected, the Filter Preview pop-up will appear with your customized filter layout displayed. Select Close to return to the filter setup page. |
| Save | Select to save your custom filter layout. You will be returned to the Custom Filters list page and your new filter will appear in the list. |
| < Back to List | Select to return to the Custom Filters list page without saving your changes. |
Adding or Editing Lab Report - View
Select the Lab Report - View button on the Add Custom Filter pop-up to create a custom filter for the Lab Report - View page.
Select either the Create blank filter button or Create filter from default button on the Starting Filter Status pop-up to create a blank filter or to create a filter from an already existing default filter.
| Custom Filter Setup | |
|---|---|
| Name | Enter a filter name into the field. This field is required. |
| Description | Enter a description of the filter in the field. |
| Active | Select the checkbox to show that the filter is active. |
| Available Lab Report - View Filter Items | |
|---|---|
| Blue arrows icon | Select and drag the blue arrows icon (located to the left of the filter item) to the Lab Report - View Filter Layout section of the page. You may drag and drop the filter item into any available cell. |
| Show historical results | Select the checkbox to have the lab report display historical results. |
| Limit Order Choices Displayed | Select the checkbox to have the layout limit the number of order choices that are displayed on the lab report. |
Display Order Choices | Enter text into the search field to search for specific order choices for the layout. The field will automatically display order choices in the search-as-you-type field. If there are no records available, a "No records selected" message will be displayed in the table. The table displays the option to select the order choice and displays the name of the order choice. |
| Order ID | Select the link to view the order ID that is attached to the lab report. |
| Options | Select to see a list of options. |
| Deliver | Select to deliver the the lab report. |
| Refresh | Select to refresh the page in order to view new lab reports. |
Lab Report - View Filter Layout | |
|---|---|
Height Width | Use the fields to configure the height and width of the table cells by changing the values in the fields. Select the X to remove the cells from the filter layout. |
| Gear icon | Select the button located inside the filter layout cell to edit cell properties via the Edit Cell Properties pop-up. The pop-up has the following fields:
|
| Add Column | Select to add a new column to the filter layout. |
| Add Row | Select to add a new row to the filter layout. |
| Preview Filter | Select to preview your custom filter. When selected, the Filter Preview pop-up will appear with your customized filter layout displayed. Select Close to return to the filter setup page. |
| Save | Select to save your custom filter layout. You will be returned to the Custom Filters list page and your new filter will appear in the list. |
| < Back to List | Select to return to the Custom Filters list page without saving your changes. |
Adding or Editing Location Inbox - Other Reports
Select the Location Inbox - Other Reports button on the Add Custom Filter pop-up to create a custom filter for the Location Inbox - Other Reports page.
Select either the Create blank filter button or Create filter from default button on the Starting Filter Status pop-up to create a blank filter or to create a filter from an already existing default filter.
| Custom Filter Setup | |
|---|---|
| Name | Enter a filter name into the field. This field is required. |
| Description | Enter a description of the filter in the field. |
| Active | Select the checkbox to show that the filter is active. |
| Available Location Inbox - Other Reports Filter Items | |
|---|---|
| Blue arrows icon | Select and drag the blue arrows icon (located to the left of the filter item) to the Location Inbox - Other Reports Filter Layout section of the page. You may drag and drop the filter item into any available cell. |
| Reports received in the past ___ days | Select the option to specify the number of days that received reports should be displayed in the filter. The default value is 3 days. Days include every day of the week: Select the option to have the filter display every day of the week. Days include only weekdays: Select the option to have the filter display only weekdays. |
| Reports received between | Select the option to determine a date/time range for received reports. Enter values into the Start and End fields to determine a start and end time in the format MM/DD/YYYY HH:MM. Select the calendar icon to manually add a start and end time into the fields, or select Now to enter the current date/time. Select Clear to remove the values from the field. |
| All unacknowledged reports | Select the option to have the filter show all unacknowledged reports. |
| Hide Acknowledged Reports | Select the checkbox to have the filter hide all acknowledged reports. This can only be selected when the Reports received between option is selected. |
| Type | Select the drop-down list to select a filter type. Select either All, Admin Report - Billing Summary, Admin Report - Utilization, Client Service Browser, Collection List, Patient Data Browser, or Standing Order Report from the list. |
Location Inbox - Other Reports Filter Layout | |
|---|---|
Height Width | Use the fields to configure the height and width of the table cells by changing the values in the fields. Select the X to remove the cells from the filter layout. |
| Gear icon | Select the button located inside the filter layout cell to edit cell properties via the Edit Cell Properties pop-up. The pop-up has the following fields:
|
| Add Column | Select to add a new column to the filter layout. |
| Add Row | Select to add a new row to the filter layout. |
| Preview Filter | Select to preview your custom filter. When selected, the Filter Preview pop-up will appear with your customized filter layout displayed. Select Close to return to the filter setup page. |
| Save | Select to save your custom filter layout. You will be returned to the Custom Filters list page and your new filter will appear in the list. |
| < Back to List | Select to return to the Custom Filters list page without saving your changes. |
Adding or Editing Location Inbox - Result Reports
Select the Location Inbox - Result Reports button on the Add Custom Filter pop-up to create a custom filter for the Location Inbox - Result Reports page.
Select either the Create blank filter button or Create filter from default button on the Starting Filter Status pop-up to create a blank filter or to create a filter from an already existing default filter.
| Custom Filter Setup | |
|---|---|
| Name | Enter a filter name into the field. This field is required. |
| Description | Enter a description of the filter in the field. |
| Active | Select the checkbox to show that the filter is active. |
| Available Location Inbox - Result Reports Filter Items | |
|---|---|
| Blue arrows icon | Select and drag the blue arrows icon (located to the left of the filter item) to the Location Inbox - Result Reports Filter Layout section of the page. You may drag and drop the filter item into any available cell. |
| Ordering Provider | Select the search field to search for an ordering provider. Select the magnifying glass button to manually search for an ordering provider, or enter text into the field to search. Select X to clear the search field. |
| Ordering Location | Select the search field to search for an ordering location. Select the magnifying glass button to manually search for an ordering location, or enter text into the field to search. Select X to clear the search field. |
| Patient | Select the search field to search for a patient. Select the magnifying glass button to manually search for a patient, or enter text into the field to search. Select X to clear the search field. |
| Order Choice | Select the search field to search for an order choice, or select the magnifying glass button to manually search for an order choice. The table displays the name of the order choice and the active status, as well as the ability to select the specific order choice. If no records are found, a "No records selected" message will be displayed in the table. |
| Status | Select the drop-down list to select a filter status. Select either All, Complete, Partial, Complete (Cancelled), Partial (Cancelled), or Cancelled from the list. |
| Severity | Select the drop-down list to select a filter severity. Select either All, Critical, Abnormal, or Abnormal or Critical from the list. |
| Priority | Select the drop-down list to select a filter priority. Select either All, STAT, ASAP, or Routine from the list. |
| Reports received in the past ___ days | Select the option to specify the number of days that received reports should be displayed in the filter. The default value is 3 days. Days include every day of the week: Select the option to have the filter display every day of the week. Days include only weekdays: Select the option to have the filter display only weekdays. |
| Reports received between | Select the option to determine a date/time range for received reports. Enter values into the Start and End fields to determine a start and end time in the format MM/DD/YYYY HH:MM. Select the calendar icon to manually add a start and end time into the fields, or select the Now button to enter the current date/time. Select Clear to remove the values from the field. |
| All unacknowledged reports | Select the option to have the filter show all unacknowledged reports. |
| Hide Acknowledged Reports | Select the checkbox to have the filter hide all acknowledged reports. This can only be selected when the Reports received between option is selected. |
| Search Historic Database | Your system supports two databases, the main, active database and a historic database that stores older order information. Select this checkbox to include information from the historic database. However, note that you cannot select historic database items via the Select column. You can still use the Order menu, though. |
Location Inbox - Result Reports Filter Layout | |
|---|---|
Height Width | Use the fields to configure the height and width of the table cells by changing the values in the fields. Select the X to remove the cells from the filter layout. |
| Gear icon | Select the button located inside the filter layout cell to edit cell properties via the Edit Cell Properties pop-up. The pop-up has the following fields:
|
| Add Column | Select to add a new column to the filter layout. |
| Add Row | Select to add a new row to the filter layout. |
| Preview Filter | Select to preview your custom filter. When selected, the Filter Preview pop-up will appear with your customized filter layout displayed. Select Close to return to the filter setup page. |
| Save | Select to save your custom filter layout. You will be returned to the Custom Filters list page and your new filter will appear in the list. |
| < Back to List | Select to return to the Custom Filters list page without saving your changes. |
Adding or Editing OPS - Patient Advanced Search
Select the OPS - Patient Advanced Search button on the Add Custom Filter pop-up to create a custom filter for the OPS - Patient Advanced Search page.
Select either the Create blank filter button or Create filter from default button on the Starting Filter Status pop-up to create a blank filter or to create a filter from an already existing default filter.
| Custom Filter Setup | |
|---|---|
| Name | Enter a filter name into the field. This field is required. |
| Description | Enter a description of the filter in the field. |
| Active | Select the checkbox to show that the filter is active. |
| Show advanced filter by default | Select the checkbox to show the Show Advanced Search filter, which will be selected and expanded by default, for the patient search on the Order Patient Samples and Batch Orders pages. |
| Available OPS - Patient Advanced Search Filter Items | |
|---|---|
| Blue arrows icon | Select and drag the blue arrows icon (located to the left of the filter item) to the OPS - Patient Advanced Search Filter Layout section of the page. You may drag and drop the filter item into any available cell. |
| Patient Last Name | Select the search field to search by a patient's last name. |
| Patient First Name | Select the search field to search by a patient's first name. |
| Patient ID | Select the search field to search by a patient's ID. |
| Patient ID 2 | Select the search field to search by a patient's second ID. |
| Patient ID 3 | Select the search field to search by a patient's third ID. |
| Patient SSN | Select the search field to search by a patient's Social Security Number. |
| Patient Sex | Select the search field to search by a patient's sex. |
| DOB | Select the search field to search by a patient's date of birth. |
| Encounter ID | Select the search field to search by an encounter ID. Open encounters only: Select the checkbox to only include encounters that have an open status. |
OPS - Patient Advanced Search Filter Layout | |
|---|---|
Height Width | Use the fields to configure the height and width of the table cells by changing the values in the fields. Select the X to remove the cells from the filter layout. |
| Gear icon | Select the button located inside the filter layout cell to edit cell properties via the Edit Cell Properties pop-up. The pop-up has the following fields:
|
| Add Column | Select to add a new column to the filter layout. |
| Add Row | Select to add a new row to the filter layout. |
| Preview Filter | Select to preview your custom filter. When selected, the Filter Preview pop-up will appear with your customized filter layout displayed. Select Close to return to the filter setup page. |
| Save | Select to save your custom filter layout. You will be returned to the Custom Filters list page and your new filter will appear in the list. |
| < Back to List | Select to return to the Custom Filters list page without saving your changes. |
Adding or Editing Order Advanced Search
Select the Order Advanced Search button on the Add Custom Filter pop-up to create a custom filter for the Order Advanced Search page.
Select either the Create blank filter button or Create filter from default button on the Starting Filter Status pop-up to create a blank filter or to create a filter from an already existing default filter.
| Custom Filter Setup | |
|---|---|
| Name | Enter a filter name into the field. This field is required. |
| Description | Enter a description of the filter in the field. |
| Active | Select the checkbox to show that the filter is active. |
| Available Order Advanced Search Filter Items | |
|---|---|
| Blue arrows icon | Select and drag the blue arrows icon (located to the left of the filter item) to the Order Advanced Search Filter Layout section of the page. You may drag and drop the filter item into any available cell. |
| Order or Sample ID | Select the search field to search by an order or sample ID. |
| CPT Code | Select the search field to search by CPT code. |
| Patient Last Name | Select the search field to search by a patient's last name. |
| Patient First Name | Select the search field to search by a patient's first name. |
| Ordering Location | Select the search field to search by ordering location. |
| Owner Last Name | Select the search field to search by owner's last name. Veterinary labs only. |
| Owner First Name | Select the search field to search by owner's first name. Veterinary labs only. |
| Order Date | Select the search field to search by order date. Start/End: Use these time/date fields to specify a date range. Enter a start date/time into the Start field and an end date/time in the End field in the format MM/DD/YYYY HH:MM AM/PM. Select Now to add the current date/time in the fields, or select the calendar icon to manually add the date/time. Select Clear to remove the values from the fields. |
| Search | Select the button to perform the search. |
| Clear Filter | Select the button to clear the filters you placed on the search. |
| Lab Sample ID | Select the search field to search by sample ID given by the lab. |
| EMR Sample ID | Select the search field to search by sample ID assigned by the electronical medical record system. |
Order Advanced Search Filter Layout | |
|---|---|
Height Width | Use the fields to configure the height and width of the table cells by changing the values in the fields. Select the X to remove the cells from the filter layout. |
| Gear icon | Select the button located inside the filter layout cell to edit cell properties via the Edit Cell Properties pop-up. The pop-up has the following fields:
|
| Add Column | Select to add a new column to the filter layout. |
| Add Row | Select to add a new row to the filter layout. |
| Preview Filter | Select to preview your custom filter. When selected, the Filter Preview pop-up will appear with your customized filter layout displayed. Select Close to return to the filter setup page. |
| Save | Select to save your custom filter layout. You will be returned to the Custom Filters list page and your new filter will appear in the list. |
| < Back to List | Select to return to the Custom Filters list page without saving your changes. |
Adding or Editing Ordering Location Search
Select the Ordering Location Search button on the Add Custom Filter pop-up to create a custom filter for the Ordering Location Search page.
Select either the Create blank filter button or Create filter from default button on the Starting Filter Status pop-up to create a blank filter or to create a filter from an already existing default filter.
| Custom Filter Setup | |
|---|---|
| Name | Enter a filter name into the field. This field is required. |
| Description | Enter a description of the filter in the field. |
| Active | Select the checkbox to show that the filter is active. |
| Show advanced filter by default | Select the checkbox to control whether or not the Ordering Location Search filter is displayed by default. |
| Available Ordering Location Search Filter Items | |
|---|---|
| Blue arrows icon | Select and drag the blue arrows icon (located to the left of the filter item) to the Ordering Location Search Filter Layout section of the page. You may drag and drop the filter item into any available cell. |
| Fax Number | Select the search field to search by ordering location's fax number. |
| Phone Number | Select the search field to search by ordering location's phone number. |
| City | Select the search field to search by the ordering location's city. |
| ZIP Code | Select the search field to search by ordering location's ZIP code. |
| Provider Last Name | Select the search field to search by a provider's last name. |
| Location ID | Select the search field to search by the ID assigned to an ordering location. |
| Practice | Select the search field to search by practice name. |
| Clear Filter | Select the button to clear the filters you placed on the search. |
| Address 1 | Select the search field to search by the first line of an ordering location's address. |
| Country | Select the search field to search by ordering location's country. |
Ordering Location Search Filter Layout | |
|---|---|
Height Width | Use the fields to configure the height and width of the table cells by changing the values in the fields. Select the X to remove the cells from the filter layout. |
| Gear icon | Select the button located inside the filter layout cell to edit cell properties via the Edit Cell Properties pop-up. The pop-up has the following fields:
|
| Add Column | Select to add a new column to the filter layout. |
| Add Row | Select to add a new row to the filter layout. |
| Preview Filter | Select to preview your custom filter. When selected, the Filter Preview pop-up will appear with your customized filter layout displayed. Select Close to return to the filter setup page. |
| Save | Select to save your custom filter layout. You will be returned to the Custom Filters list page and your new filter will appear in the list. |
| < Back to List | Select to return to the Custom Filters list page without saving your changes. |
Adding or Editing Ordering Provider Search
Select the Ordering Provider Search button on the Add Custom Filter pop-up to create a custom filter for the Ordering Provider Search page.
Select either the Create blank filter button or Create filter from default button on the Starting Filter Status pop-up to create a blank filter or to create a filter from an already existing default filter.
| Custom Filter Setup | |
|---|---|
| Name | Enter a filter name into the field. This field is required. |
| Description | Enter a description of the filter in the field. |
| Active | Select the checkbox to show that the filter is active. |
| Show advanced filter by default | Select the checkbox to control whether or not the Ordering Provider Search filter is displayed by default. |
| Available Ordering Provider Search Filter Items | |
|---|---|
| Blue arrows icon | Select and drag the blue arrows icon (located to the left of the filter item) to the Ordering Provider Search Filter Layout section of the page. You may drag and drop the filter item into any available cell. |
| Fax Number | Select the search field to search by ordering provider's fax number. |
| Phone Number | Select the search field to search by ordering provider's phone number. |
| NPI | Select the search field to search by the ordering provider's NPI (national provider identifier) number. |
| Last Name | Select the search field to search by an ordering provider's last name. |
| First Name | Select the search field to search by an ordering provider's first name. |
| ID | Select the search field to search by the ID assigned to an ordering provider. |
| Practice ID | Select the search field to search by ID assigned to an ordering provider's practice. |
| UPIN ID | Select the search field to search by the ordering provider's unique physician identification number. |
| Host Code | Select the search field to search by host code. |
Ordering Provider Search Filter Layout | |
|---|---|
Height Width | Use the fields to configure the height and width of the table cells by changing the values in the fields. Select the X to remove the cells from the filter layout. |
| Gear icon | Select the button located inside the filter layout cell to edit cell properties via the Edit Cell Properties pop-up. The pop-up has the following fields:
|
| Add Column | Select to add a new column to the filter layout. |
| Add Row | Select to add a new row to the filter layout. |
| Preview Filter | Select to preview your custom filter. When selected, the Filter Preview pop-up will appear with your customized filter layout displayed. Select Close to return to the filter setup page. |
| Save | Select to save your custom filter layout. You will be returned to the Custom Filters list page and your new filter will appear in the list. |
| < Back to List | Select to return to the Custom Filters list page without saving your changes. |
Adding or Editing Patient Advanced Search
Select the Patient Advanced Search button on the Add Custom Filter pop-up to create a custom filter for the Patient Advanced Search page.
Select either the Create blank filter button or Create filter from default button on the Starting Filter Status pop-up to create a blank filter or to create a filter from an already existing default filter.
Custom Filter Setup | |
|---|---|
| Name | Enter a filter name into the field. This field is required. |
| Description | Enter a description of the filter in the field. |
| Active | Select the checkbox to show that the filter is active. |
| Available Patient Advanced Search Filter Items | |
|---|---|
| Blue arrows icon | Select and drag the blue arrows icon (located to the left of the filter item) to the Ordering Provider Search Filter Layout section of the page. You may drag and drop the filter item into any available cell. |
| Patient Last Name | Select the search field to search by a patient's last name. |
| Patient First Name | Select the search field to search by a patient's first name. |
| Patient ID | Select the search field to search by the ID assigned to a patient. |
| Patient ID 2 | Select the search field to search by the second ID assigned to a patient. |
| Patient ID 3 | Select the search field to search by the third ID assigned to a patient. |
| Patient SSN | Select the search field to search by the patient's social security number. |
| Patient Sex | Select the search field to search by the patient's sex. |
| DOB | Select the search field to search by the patient's date of birth. |
| Encounter ID | Select the search field to search by the ID assigned to a specific encounter with the patient. |
| Only show Patients with samples needing collection | Select the option to filter out patients whose samples have already been collected. |
| Search | Select the button to perform the search. |
| Clear Filter | Select the button to clear the filters you placed on the search. |
| Owner Phone Number | Select the search field to search by the owner's phone number. Veterinary labs only. |
Patient Advanced Search Filter Layout | |
|---|---|
Height Width | Use the fields to configure the height and width of the table cells by changing the values in the fields. Select the X to remove the cells from the filter layout. |
| Gear icon | Select the button located inside the filter layout cell to edit cell properties via the Edit Cell Properties pop-up. The pop-up has the following fields:
|
| Add Column | Select to add a new column to the filter layout. |
| Add Row | Select to add a new row to the filter layout. |
| Preview Filter | Select to preview your custom filter. When selected, the Filter Preview pop-up will appear with your customized filter layout displayed. Select Close to return to the filter setup page. |
| Save | Select to save your custom filter layout. You will be returned to the Custom Filters list page and your new filter will appear in the list. |
| < Back to List | Select to return to the Custom Filters list page without saving your changes. |
Adding or Editing Pending Collection - Collection List
Select the Pending Collection - Collection List button on the Add Custom Filter pop-up to create a custom filter for the Pending Collection - Collection List page.
Select either the Create blank filter button or Create filter from default button on the Starting Filter Status pop-up to create a blank filter or to create a filter from an already existing default filter.
| Custom Filter Setup | |
|---|---|
| Name | Enter a filter name into the field. This field is required. |
| Description | Enter a description of the filter in the field. |
| Active | Select the checkbox to show that the filter is active. |
| Show this filter by default on Pending Collection | Select the checkbox to have the system control whether or not the Pending Collection - Collection List filter is displayed by default when using a custom filter on the Pending Collection page. Note If a signed-in location is using more than one type of active Pending Collection custom filter with this setting enabled, the filter that is displayed first will be applied. |
Available Pending Collection - Collection List Filter Items | |
|---|---|
Blue arrows icon | Select and drag the blue arrows icon (located to the left of the filter item) to the Pending Collection - Collection List Filter Layout section of the page. You may drag and drop the filter item into any available cell. |
Collection List | Select the search field to search by collection list. |
Show collection lists only for this signed-in location | Select the checkbox to use the search-as-you-type Collection List field to search collection lists for the current signed-in location. |
Pending Collection - Collection List Filter Layout | |
|---|---|
Height Width | Use the fields to configure the height and width of the table cells by changing the values in the fields. Select the X to remove the cells from the filter layout. |
| Gear icon | Select the button located inside the filter layout cell to edit cell properties via the Edit Cell Properties pop-up. The pop-up has the following fields:
|
| Add Column | Select to add a new column to the filter layout. |
| Add Row | Select to add a new row to the filter layout. |
| Preview Filter | Select to preview your custom filter. When selected, the Filter Preview pop-up will appear with your customized filter layout displayed. Select Close to return to the filter setup page. |
| Save | Select to save your custom filter layout. You will be returned to the Custom Filters list page and your new filter will appear in the list. |
| < Back to List | Select to return to the Custom Filters list page without saving your changes. |
Adding or Editing Pending Collection - Manual Select
Select the Pending Collection - Manual Select button on the Add Custom Filter pop-up to create a custom filter for the Pending Collection - Manual Select page.
Select either the Create blank filter button or Create filter from default button on the Starting Filter Status pop-up to create a blank filter or to create a filter from an already existing default filter.
| Custom Filter Setup | |
|---|---|
| Name | Enter a filter name into the field. This field is required. |
| Description | Enter a description of the filter in the field. |
| Active | Select the checkbox to show that the filter is active. |
| Show this filter by default on Pending Collection | Select the checkbox to have the system control whether or not the Pending Collection - Manual Select filter is displayed by default when using a custom filter on the Pending Collection page. Note If a signed-in location is using more than one type of active Pending Collection custom filter with this setting enabled, the filter that is displayed first will be applied. |
| Available Pending Collection - Manual Select Filter Items | |
|---|---|
| Blue arrows icon | Select and drag the blue arrows icon (located to the left of the filter item) to the Pending Collection - Manual Select Filter Layout section of the page. You may drag and drop the filter item into any available cell. |
| Order ID/Sample ID/Encounter ID | Select the search field to search by order ID, sample ID, or encounter ID. |
Pending Collection - Manual Select Filter Layout | |
|---|---|
Height Width | Use the fields to configure the height and width of the table cells by changing the values in the fields. Select the X to remove the cells from the filter layout. |
| Gear icon | Select the button located inside the filter layout cell to edit cell properties via the Edit Cell Properties pop-up. The pop-up has the following fields:
|
| Add Column | Select to add a new column to the filter layout. |
| Add Row | Select to add a new row to the filter layout. |
| Preview Filter | Select to preview your custom filter. When selected, the Filter Preview pop-up will appear with your customized filter layout displayed. Select Close to return to the filter setup page. |
| Save | Select to save your custom filter layout. You will be returned to the Custom Filters list page and your new filter will appear in the list. |
| < Back to List | Select to return to the Custom Filters list page without saving your changes. |
Adding or Editing Pending Collection - Search for Orders
Select the Pending Collection - Search for Orders button on the Add Custom Filter pop-up to create a custom filter for the Pending Collection - Search for Orders page.
Select either the Create blank filter button or Create filter from default button on the Starting Filter Status pop-up to create a blank filter or to create a filter from an already existing default filter.
| Custom Filter Setup | |
|---|---|
| Name | Enter a filter name into the field. This field is required. |
| Description | Enter a description of the filter in the field. |
| Active | Select the checkbox to show that the filter is active. |
| Show this filter by default on Pending Collection | Select the checkbox to have the system control whether or not the Pending Collection - Search for Orders filter is displayed by default when using a custom filter on the Pending Collection page. Note If a signed-in location is using more than one type of active Pending Collection custom filter with this setting enabled, the filter that is displayed first will be applied. |
| Available Pending Collection - Search for Orders Filter Items | |
|---|---|
| Blue arrows icon | Select and drag the blue arrows icon (located to the left of the filter item) to the Pending Collection - Search for Orders Filter Layout section of the page. You may drag and drop the filter item into any available cell. |
| Do not show orders older than ___ ___ | Select the checkbox to specify the number of hours, days, or weeks to have the system not show orders. |
| Limit to orders ___ in the range | Select an option from the drop-down list. Select either ordered, collected, or collection proposed from the drop-down list. Use the time/date fields to specify a date range for the custom filter. Enter a start date/time into the Start field and an end date/time in the End field in the format MM/DD/YYYY HH:MM AM/PM. Select Now to add the current date/time in the fields, or select the calendar icon to manually add the date/time. Select Clear to remove the values from the fields. |
| Ordering Provider | Select the search field to search by the ordering provider. |
| Ordering Location | Select the search field to search by the ordering location. |
| Limit to orders that have had collection pending for at least ___ ___ | Select the checkbox to specify the number of hours, days, or weeks to have the system show orders. |
| Do not show future orders | Select the checkbox to have the system filter out future orders. |
| Do not show orders with future proposed collection dates | Select the checkbox to have the system filter out orders with future proposed collection dates. |
| Order Choices | Select the search field to search by order choices. |
| First Name | Select the search field to search by first name. |
| Last Name | Select the search field to search by last name. |
| Date of Birth (mm/dd/yyy) | Select the search field to search by date of birth. |
| Practice MRN | Select the search field to search by practice MRN. |
| Location Additional Info | Select the search field to search by a location's additional information. |
| Order User-defined Field | Select the search field to search by an order's user-defined field. |
| Region | Select the search field to search by an order's region. |
| Patient ID 2 | Select the search field to search by a patient's second ID. |
| Patient ID 3 | Select the search field to search by a patient's third ID. |
| Patient ID | Select the search field to search by a patient's assigned ID. |
| Patient | Select the search field to search by patient name. |
Pending Collection - Manual Select Filter Layout | |
|---|---|
Height Width | Use the fields to configure the height and width of the table cells by changing the values in the fields. Select the X to remove the cells from the filter layout. |
| Gear icon | Select the button located inside the filter layout cell to edit cell properties via the Edit Cell Properties pop-up. The pop-up has the following fields:
|
| Add Column | Select to add a new column to the filter layout. |
| Add Row | Select to add a new row to the filter layout. |
| Preview Filter | Select to preview your custom filter. When selected, the Filter Preview pop-up will appear with your customized filter layout displayed. Select Close to return to the filter setup page. |
| Save | Select to save your custom filter layout. You will be returned to the Custom Filters list page and your new filter will appear in the list. |
| < Back to List | Select to return to the Custom Filters list page without saving your changes. |
Adding or Editing Pending Orders
Select the Pending Orders button on the Add Custom Filter pop-up to create a custom filter for the Pending Orders page.
Select either the Create blank filter button or Create filter from default button on the Starting Filter Status pop-up to create a blank filter or to create a filter from an already existing default filter.
| Custom Filter Setup | |
|---|---|
| Name | Enter a filter name into the field. This field is required. |
| Description | Enter a description of the filter in the field. |
| Active | Select the checkbox to show that the filter is active. |
| Disable automatic searching | Select the checkbox to disable automatic searching on the Pending Orders page. The Search button must be in the filter in order for the user to select the Disable automatic searching checkbox. |
| Available Pending Orders Filter Items | |
|---|---|
| Blue arrows icon | Select and drag the blue arrows icon (located to the left of the filter item) to the Pending Orders Filter Layout section of the page. You may drag and drop the filter item into any available cell. |
| Limit to orders that have had results pending for at least ___ days | Select the checkbox to have the filter limit to orders that have had results pending for a specific number of days. The default value is 3 days. |
| Do not show orders older than ___ ___ | Select the checkbox to have the filter not show orders that are older than a specific number of days. The default value is 30 days. |
| Limit to orders ___ in the range | Select the checkbox to specify a filter limit. Select the drop-down list to select either ordered, collection proposed, collected - released samples only, or collected - released and not released samples. Determine a date/time range for limited orders. Enter values into the Start and End fields to determine a start and end time in the format MM/DD/YYYY HH:MM. Select the calendar icon to manually add a start and end time into the fields, or select Now to enter the current date/time. Select Clear to remove the values from the field. |
| Only show orders sent to the lab | Select the drop-down list to determine what orders the filter displays. Select either Only show orders sent to the lab, Show orders sent and not sent to the lab, Only show orders not sent to the lab, or Only show expired standing orders from the list. |
| Limit to turnaround times that expire ___ hours in the future based on the date ___ | Select the checkbox to have the filter limit to turnaround times that expire within a specific number of hours. The default value is 0 hours. |
| Ordering Provider | Select the search field to search for an ordering provider. Select the magnifying glass button to manually search for an ordering provider, or enter text into the field to search. Select X to clear the search field. |
| Ordering Location | Select the search field to search for an ordering location. Select the magnifying glass button to manually search for an ordering location, or enter text into the field to search. Select X to clear the search field. In the Pending Orders Filter Layout section in the Edit Cell Properties pop-up (select the gear icon), you can select the Set this filter item to "-All-" by default checkbox to have the filter item result to All by default. |
| Collection Location | Select the search field to search for a collection location. Select the magnifying glass button to manually search for a collection location, or enter text into the field to search. Select X to clear the search field. In the Pending Orders Filter Layout section in the Edit Cell Properties pop-up (select the gear icon), you can select the Use signed-in user's location as the default value checkbox to have the Collection Location field on the Pending Orders custom filter default to the current user's signed-in location. |
| Testing Location | Select the search field to search for a testing location. Select the magnifying glass button to manually search for a testing location, or enter text into the field to search. Select X to clear the search field. |
| Patient | Select the search field to search for a patient. Select the magnifying glass button to manually search for a patient, or enter text into the field to search. Select the X button to clear the search field. |
| Only Deceased Patients | Select the checkbox to have the filter only show deceased patients. |
| Only Inactive Patients | Select the checkbox to have the filter only show inactive patients. |
| Order Choices | Select the search field to search for an order choice, or select the magnifying glass button to manually search for an order choice. The table displays the order choice abbreviation, name of the order choice, CPT codes, local name, collection information, and the active status, as well as the ability to select the specific order choice. If no records are found, a "No records selected" message will be displayed in the table. |
| Patient Additional Info | Enter values into the fields to specify a date value for additional patient information. Select the calendar icon to manually add a date into the fields, or select the Now button to enter the current date. Select the Clear button to remove the values from the field. When this is added, the user can search for orders with patient additional information as defined by the search item. The appearance of the filter can be changed by choosing the response type that the user can search on. The label for the content type can also be defined when setting up the cell. |
| Only Show Standing Orders | Select the checkbox to have the system only display orders that are standing orders. |
| Ordering Location State | Enter text into the field to display the name of the state where the ordering location is located. |
| Only Testing Facility orders | Select the checkbox to limit results to items routed to testing facilities and will limit the result of the search to items whose order choices are routed to a host that is marked as a testing facility. In the Testing section, the counts displayed in the Open Order Aging section on the Dashboard administration page will take this filter item into account. They will only display qualifying items that have order choices routed to a host marked as a Testing Facility. In addition, when selecting on the counts to navigate to the Pending Orders page, the filter item will be enabled and the results on the Pending Orders page will be filtered by this item. |
| Search | Select the button to perform the search. |
Pending Orders Filter Layout | |
|---|---|
Height Width | Use the fields to configure the height and width of the table cells by changing the values in the fields. Select the X to remove the cells from the filter layout. |
| Gear icon | Select the button located inside the filter layout cell to edit cell properties via the Edit Cell Properties pop-up. The pop-up has the following fields:
|
| Add Column | Select to add a new column to the filter layout. |
| Add Row | Select to add a new row to the filter layout. |
| Preview Filter | Select to preview your custom filter. When selected, the Filter Preview pop-up will appear with your customized filter layout displayed. Select Close to return to the filter setup page. |
| Save | Select to save your custom filter layout. You will be returned to the Custom Filters list page and your new filter will appear in the list. |
| < Back to List | Select to return to the Custom Filters list page without saving your changes. |
Adding or Editing Reference Lab Results
Select the Reference Lab Results button on the Add Custom Filter pop-up to create a custom filter for the Reference Lab Results page.
Select either the Create blank filter button or Create filter from default button on the Starting Filter Status pop-up to create a blank filter or to create a filter from an already existing default filter.
| Custom Filter Setup | |
|---|---|
| Name | Enter a filter name into the field. This field is required. |
| Description | Enter a description of the filter in the field. |
| Active | Select the checkbox to show that the filter is active. |
| Available Reference Lab Results Filter Items | |
|---|---|
| Blue arrows icon | Select and drag the blue arrows icon (located to the left of the filter item) to the Reference Lab Results Filter Layout section of the page. You may drag and drop the filter item into any available cell. |
| Status of | Select the checkboxes that allow for order choices that have statuses of No Results, Preliminary Results, Final Results, and Corrected Results. By default, the page opens with Final Results selected. |
| Show samples | Select an option from the drop-down list that changes the date/time filtering between Released, Ordered, and Collected dates. in the past: Select the option to allow the user to set a number of hours, days, and weeks. The default value is 8 hours. between: Select the option to allow the user to set a specific date/time range. Select the calendar icon to manually select date/time ranges. Select Now to enter the current date/time and select Clear to clear all values from the fields. |
| Search | Enter text in the search-as-you-type field to search for specific orders based on patient and order information. For example, patient, order, sample, or manifest. |
| Results Pending For | Select the checkbox to set a number of hours, days, or weeks that the result would be pending before showing on the page. Turnaround time expires within: Select the checkbox to set a number of hours, days, or weeks that the order choice's expected turnaround time will have expired. This relies on the turnaround time setup on the order choice for each host and the priority set for the order choice on the order. Expired turnaround time only: Select the checkbox to see order choices that have already surpassed their expected turnaround time. This relies on the turnaround time setup on the order choice for each host and the priority set for the order choice on the order. |
| Order Choices | Enter text in the search-as-you-type field to search for specific order choices to display. This is a search-as-you-type field. Select the order choice to view that order choice in the table. |
Reference Lab Results Filter Layout | |
|---|---|
Height Width | Use the fields to configure the height and width of the table cells by changing the values in the fields. Select the X to remove the cells from the filter layout. |
| Gear icon | Select the button located inside the filter layout cell to edit cell properties via the Edit Cell Properties pop-up. The pop-up has the following fields:
|
| Add Column | Select to add a new column to the filter layout. |
| Add Row | Select to add a new row to the filter layout. |
| Preview Filter | Select to preview your custom filter. When selected, the Filter Preview pop-up will appear with your customized filter layout displayed. Select Close to return to the filter setup page. |
| Save | Select to save your custom filter layout. You will be returned to the Custom Filters list page and your new filter will appear in the list. |
| < Back to List | Select to return to the Custom Filters list page without saving your changes. |
Adding or Editing Release Samples - Manual Select
Select the Release Samples - Manual Select button on the Add Custom Filter pop-up to create a custom filter for the Release Samples - Manual Select page.
Select either the Create blank filter button or Create filter from default button on the Starting Filter Status pop-up to create a blank filter or to create a filter from an already existing default filter.
| Custom Filter Setup | |
|---|---|
| Name | Enter a filter name into the field. This field is required. |
| Description | Enter a description of the filter in the field. |
| Active | Select the checkbox to show that the filter is active. |
| Available Release Samples - Manual Select Filter Items | |
|---|---|
| Blue arrows icon | Select and drag the blue arrows icon (located to the left of the filter item) to the Release Samples - Manual Select Filter Layout section of the page. You may drag and drop the filter item into any available cell. |
| Manifest/Order/Sample ID | Enter text into the field, followed by selecting Add, to add a manifest, order, or sample ID filter option to the Release Samples page filter. Select the Clear Selected Samples button to clear the entered samples. |
| Display most recently scanned samples first | Select the checkbox to have the system display samples that were most recently scanned first on the filter. |
| Only show order choices waiting to be released | Select the checkbox to have the system only display order choices that are waiting to be released. |
| Allow Retransmit | Select the checkbox to allow the system to retransmit samples. |
| Upon transmitting orders print | Select an option from the section:
|
| Search for orders | Select the option to have the ability to search for orders on the Release Samples page. |
| Manually select samples | Select the option to have the Release Samples - Manual Select custom filter display on the Release Samples page. |
| Maintain manifest order | Select the checkbox to to have the system maintain the order of the manifests. |
| Override automation line load event | Select the checkbox to have the ability to override the automation line load event. Normally the system will not send out HL7 order messages for order choices that have been configured to use an automation line until the automation line sends a message to the system stating that the samples for the order choices have been loaded onto the line. The checkbox allows a user to force the HL7 order messages to be sent for the selected order choices without having received a load event message from the automation line. |
| Search Historic Database | This checkbox allows you to search the historic database in the Release Samples Manual Select functionality. When selected, the system will include historic database entries in the search. |
Release Samples - Manual Select Filter Layout | |
|---|---|
Height Width | Use the fields to configure the height and width of the table cells by changing the values in the fields. Select the X to remove the cells from the filter layout. |
| Gear icon | Select the button located inside the filter layout cell to edit cell properties via the Edit Cell Properties pop-up. The pop-up has the following fields:
|
| Add Column | Select to add a new column to the filter layout. |
| Add Row | Select to add a new row to the filter layout. |
| Preview Filter | Select to preview your custom filter. When selected, the Filter Preview pop-up will appear with your customized filter layout displayed. Select Close to return to the filter setup page. |
| Save | Select to save your custom filter layout. You will be returned to the Custom Filters list page and your new filter will appear in the list. |
| < Back to List | Select to return to the Custom Filters list page without saving your changes. |
Adding or Editing Release Samples - Search for Orders
Select the Release Samples - Search for Orders button on the Add Custom Filter pop-up to create a custom filter for the Release Samples - Search for Orders page.
Select either the Create blank filter button or Create filter from default button on the Starting Filter Status pop-up to create a blank filter or to create a filter from an already existing default filter.
| Custom Filter Setup | |
|---|---|
| Name | Enter a filter name into the field. This field is required. |
| Description | Enter a description of the filter in the field. |
| Active | Select the checkbox to show that the filter is active. |
| Disable automatic searching | Select the checkbox to remove the automatic refresh functionality from filter items on the Release Samples page. Any locations set to use the custom filter with this functionality will have to manually use the Refresh button to redraw the table. |
| Available Release Samples - Search for Orders Filter Items | |
|---|---|
| Blue arrows icon | Select and drag the blue arrows icon (located to the left of the filter item) to the Release Samples - Search for Orders Filter Layout section of the page. You may drag and drop the filter item into any available cell. |
| Search | Select the option to prevent the search results table from automatically searching and refreshing every time a filter item is changed on the Release Samples page. Any locations set to use the custom filter with this functionality will have to manually use the Search button to redraw the table. |
| Show samples | Select options from the drop-down list. Select either Ordered, Collected, Released, Results Approved, or Results Posted from the drop-down list. In the Release Samples - Search for Orders Filter Layout section in the Edit Cell Properties pop-up (select the gear icon), enter a value in the Max Number of Days field to allow a user to define a maximum range that can be queried on when the Release Samples page is being filtered. By default this option is zero, which means there is no restriction on how big the date range can be. By adding a number of days, any location using this filter will be retracted when they try to filter on a date range greater than this number. If a user exceeds the range, the filter will automatically default to the maximum range defined. Select an option from the Start Time Value drop-down list to specify the start time. Select either Blank, Start of day, End of day, Defined time, or Now. If Start of day or End of day is selected, enter a value in the days in the past field. If Defined time is selected, enter values in the days in the past and minutes into the day fields. Select an option from the End Time Value drop-down list to specify the end time. Select either Blank, Start of day, End of day, Defined time, or Now. If Start of day or End of day is selected, enter a value in the days in the past field. If Defined time is selected, enter values in the days in the past and minutes into the day fields. in the past ___ ___ : Select this option, followed by entering a value in the available field, followed by selecting duration of time from the drop-down, to specify displaying a certain amount of released samples within span. Select either hours, days, or weeks from the drop-down list. between: Select the option, followed by entering date/time values into the available fields, to specify a time range for displaying released samples. Date/time will appear in the format MM/DD/YYYY HH:MM AM/PM. Select the calendar icon to manually select date/time to be entered into the fields. Select the Now button to enter the current date/time, and select Clear to clear all date/time values from the fields. |
| With status of | Select an option from the drop-down to have the system display samples with a specific status. Select either All; Ordered, waiting to be released; Collected, waiting to be released; Collected, released, awaiting results; Collected, released, preliminary results posted; Collected, released, final results posted; Collected, released, corrected results posted; or Collected, released, refused by lab from the drop-down list. Select the gear icon button to display the Edit Cell Properties pop-up to remove values in the With status of drop-down list on the Release Samples page. Select the checkboxes in the Values to suppress section to have those values removed from the search-as-you-type field on the Release Samples page. |
| Testing Host | Select inside the drop-down to select a testing host from the system. |
| Entry Location | Select inside the drop-down to select an entry location from the system. |
| Ordering Location | Select inside the drop-down to select an ordering location from the system. |
| Collection Location | Select inside the drop-down to select a collection location from the system. |
| Storage Temperature | Select inside the drop-down to select a storage temperature from the system. |
| Sample Type | Select inside the search field to search for and select a sample type from the system. |
| Patient search | Select inside the field to search for and select a patient from the system. |
| Primary Care Provider | Select inside the search field to search for and select a primary care provider from the system. |
| Entered By | Select inside the search field to search for and select the person that entered the sample into the system. |
| Allow Retransmit | Select the checkbox to allow the system to retransmit samples. |
| Upon transmitting orders print | Select an option from the section:
|
| Search | Select to add a search button to the Release Samples page. |
| Override automation line load event | Select the checkbox to have the ability to override the automation line load event. Normally the system will not send out HL7 order messages for order choices that have been configured to use an automation line until the automation line sends a message to the system stating that the samples for the order choices have been loaded onto the line. The checkbox allows a user to force the HL7 order messages to be sent for the selected order choices without having received a load event message from the automation line. |
| Priorities | Select the search-as-you-type field option to limit the search results to order choices with any of the selected priorities. Select the Select checkbox to select the specific order choice. The table displays the priority and its active status. |
| Order Choices | Select the search-as-you-type field option to limit the search results to specific order choices. Select the Select checkbox to select the specific order choice. This filter component will narrow the search results by the selected order choices. If a potential search result has an order choice that is not in the selected list, it will be excluded from the list. |
| Search Historic Database | This checkbox allows you to search the historic database in the Release Samples Search for Orders functionality. When selected, the system will include historic database entries in the search. |
Release Samples - Search for Orders Filter Layout | |
|---|---|
Height Width | Use the fields to configure the height and width of the table cells by changing the values in the fields. Select the X to remove the cells from the filter layout. |
| Gear icon | Select the button located inside the filter layout cell to edit cell properties via the Edit Cell Properties pop-up. The pop-up has the following fields:
|
| Add Column | Select to add a new column to the filter layout. |
| Add Row | Select to add a new row to the filter layout. |
| Preview Filter | Select to preview your custom filter. When selected, the Filter Preview pop-up will appear with your customized filter layout displayed. Select Close to return to the filter setup page. |
| Save | Select to save your custom filter layout. You will be returned to the Custom Filters list page and your new filter will appear in the list. |
| < Back to List | Select to return to the Custom Filters list page without saving your changes. |
Adding or Editing User Inbox
Select the User Inbox button on the Add Custom Filter pop-up to create a custom filter for the User Inbox page.
Select either the Create blank filter button or Create filter from default button on the Starting Filter Status pop-up to create a blank filter or to create a filter from an already existing default filter.
| Custom Filter Setup | |
|---|---|
| Name | Enter a filter name into the field. This field is required. |
| Description | Enter a description of the filter in the field. |
| Active | Select the checkbox to show that the filter is active. |
| Available User Inbox Filter Items | |
|---|---|
| Blue arrows icon | Select and drag the blue arrows icon (located to the left of the filter item) to the User Inbox Filter Layout section of the page. You may drag and drop the filter item into any available cell. |
| Report Recipient | Enter text into the search-as-you-type-field to search for and select a report recipient. |
| Ordering Provider | Select the search field to search for an ordering provider. Select the magnifying glass button to manually search for an ordering provider, or enter text into the field to search. Select X to clear the search field. |
| Ordering Location | Select the search field to search for an ordering location. Select the magnifying glass button to manually search for an ordering location, or enter text into the field to search. Select X to clear the search field. |
| Patient | Select the search field to search for a patient. Select the magnifying glass button to manually search for a patient, or enter text into the field to search. Select X to clear the search field. |
| Order Choices | Select the search field to search for an order choice, or select the magnifying glass button to manually search for an order choice. The table displays the name of the order choice and the active status, as well as the ability to select the specific order choice. If no records are found, a "No records selected" message will be displayed in the table. |
| Status | Select the drop-down list to select a filter status. Select either All, Complete, Partial, Complete (Cancelled), Partial (Cancelled), or Cancelled from the list. |
| Severity | Select the drop-down list to select a filter severity. Select either All, Critical, Abnormal, or Abnormal or Critical from the list. |
| Priority | Select the drop-down list to select a filter priority. Select either All, STAT, ASAP, or Routine from the list. |
| Reports received in the past ___ days | Select the option to specify the number of days that received reports should be displayed in the filter. The default value is 3 days. Days include every day of the week: Select the option to determine that the filter will display every day of the week. Days include only weekdays: Select the option to determine that the filter will display only weekdays. |
Reports received between Collection date | Select the option to determine a date/time range for received reports or the collection date. Start/End: Enter values into the fields to determine a start and end time in the format MM/DD/YYYY HH:MM. Select the calendar icon to manually add a start and end time into the fields, or select the Now button to enter the current date/time. Select Clear to remove the values from the field. |
| All unacknowledged reports | Select the option to have the filter show all unacknowledged reports. |
| Hide Acknowledged Reports | Select the checkbox to have the filter hide all acknowledged reports. This can only be selected when the Reports received between option is selected. |
| Search Historic Database | Your system supports two databases, the main, active database and a historic database that stores older order information. Select this checkbox to include information from the historic database. However, note that you cannot select historic database items via the Select column. You can still use the Order menu, though. |
User Inbox Filter Layout | |
|---|---|
Height Width | Use the fields to configure the height and width of the table cells by changing the values in the fields. Select the X to remove the cells from the filter layout. |
| Gear icon | Select the button located inside the filter layout cell to edit cell properties via the Edit Cell Properties pop-up. The pop-up has the following fields:
|
| Add Column | Select to add a new column to the filter layout. |
| Add Row | Select to add a new row to the filter layout. |
| Preview Filter | Select to preview your custom filter. When selected, the Filter Preview pop-up will appear with your customized filter layout displayed. Select Close to return to the filter setup page. |
| Save | Select to save your custom filter layout. You will be returned to the Custom Filters list page and your new filter will appear in the list. |
| < Back to List | Select to return to the Custom Filters list page without saving your changes. |
Adding or Editing Work Request
Select the Work Request button on the Add Custom Filter pop-up to create a custom filter for the AP Work Request page.
Select either the Create blank filter button or Create filter from default button on the Starting Filter Status pop-up to create a blank filter or to create a filter from an already existing default filter.
| Custom Filter Setup | |
|---|---|
| Name | Enter a filter name into the field. This field is required. |
| Description | Enter a description of the filter in the field. |
| Active | Select the checkbox to show that the filter is active. |
Available Work Request Filter Items | |
|---|---|
| Request Type | Use the drop-down list to select the type of work request to filter by:
|
| Request assignee | Select the field to search for and select the user assigned to a work request. Select the magnifying glass icon to search manually, or select X to remove text from the fields. |
| Result Status | Use the drop-down list to select the status for the result:
|
| Urgency | Use the drop-down list to select an urgency for the work request:
|
| Created By | Select the field to search for and select the user that created the work request. Select the magnifying glass icon to search manually, or select X to remove text from the fields. |
Search | Select the field to search by case ID. |
Case assignee | Select the field to search for and select the user assigned to the case. Select the magnifying glass icon to search manually, or select X to remove text from the fields. |
Case priority | Select the search field to search for and select the case priority. Select the magnifying glass button to manually search for a user, or enter text into the field to search. Select X to clear the search field. |
Create start Create end | Use these time/date fields to specify a date range when the work request was created and when it was completed. Enter a start date/time into the Create Start field and an end date/time in the Create End field in the format MM/DD/YYYY HH:MM AM/PM. Select Now to add the current date/time in the fields, or select the calendar icon to manually add the date/time. Select Clear to remove the values from the fields. |
Unassigned case assignee only | Select the checkbox to search only for work requests that do not have a case assignee. |
Unassigned request assignee only | Select the checkbox to search only for work requests that do not have a requested assignee. |
Work Request Filter Layout | |
|---|---|
Height Width | Use the fields to configure the height and width of the table cells by changing the values in the fields. Select the X to remove the cells from the filter layout. |
| Gear icon | Select the button located inside the filter layout cell to edit cell properties via the Edit Cell Properties pop-up. The pop-up has the following fields:
|
| Add Column | Select to add a new column to the filter layout. |
| Add Row | Select to add a new row to the filter layout. |
| Preview Filter | Select to preview your custom filter. When selected, the Filter Preview pop-up will appear with your customized filter layout displayed. Select Close to return to the filter setup page. |
| Save | Select to save your custom filter layout. You will be returned to the Custom Filters list page and your new filter will appear in the list. |
| < Back to List | Select to return to the Custom Filters list page without saving your changes. |
Adding or Editing Work in Progress
Select the Work in Progress button on the Add Custom Filter pop-up to create a custom filter for the Work in Progress page.
Select either the Create blank filter button or Create filter from default button on the Starting Filter Status pop-up to create a blank filter or to create a filter from an already existing default filter.
| Custom Filter Setup | |
|---|---|
| Name | Enter a filter name into the field. This field is required. |
| Description | Enter a description of the filter in the field. |
| Active | Select the checkbox to show that the filter is active. |
| Do not apply configured defaults from 'Available Work in Progress Filter Items' List | Select this checkbox to prevent any items that are not in the custom filter from being applied to Work in Progress page searches, even if they have a default value set. Clear this checkbox to allow items that are not in the custom filter to still have their default values applied to the search. |
| Available Work in Progress Filter Items | |
|---|---|
| Blue arrows icon | Select and drag the blue arrows icon (located to the left of the filter item) to the Work in Progress Filter Layout section of the page. You may drag and drop the filter item into any available |
| Order Choices | Select in or enter text in this search-as-you-type field to search for an order choice, or select the magnifying glass button to manually search. The table displays the name of the order choice and the active status, as well as the ability to select the specific order choice. If no records are found, a "No records selected" message will be displayed in the table. |
| Ordering Location | Select in or enter text in this search-as-you-type field to search for an ordering location, or select the magnifying glass button to manually search. Select X to clear the search field. |
| Ordering Provider | Select in or enter text in this search-as-you-type field to search for an ordering provider, or select the magnifying glass button to manually search. Select X to clear the search field. |
| Patient | Select in or enter text in this search-as-you-type field to search for a patient, or select the magnifying glass button to manually search. Select X to clear the search field. |
Start End | Enter start and end dates in this field, or select the calendar icon to manually enter a date. Select Now to enter the current date/time, or select Clear to clear the fields. |
| Filter date range as | Select an option from this drop-down list: Draw Date or Run Date. |
| Operator | Select in or enter text in this search-as-you-type field to search for an operator, or select the magnifying glass button to manually search. Select X to clear the search field. |
| Testing Section | Select in or enter text in this search-as-you-type field to search for a testing location, or select the magnifying glass button to manually search. Select the X button to clear the search field. |
Show QC Only | Select this checkbox to have the Work in Progress filter only display QC results. |
| Severity | Select an option from this drop-down list to select a filter severity: All, Normal, Abnormal, Critical, Abnormal or Critical. |
| Priority | Select an option from this drop-down list to select a filter priority: All, STAT, ASAP, Routine. |
| Instrument Type | Select in or enter text in this search-as-you-type field to search for an instrument type, or select the magnifying glass button to manually search. Select the X button to clear the search field. |
| Encounter Patient Class | Select in or enter text in this search-as-you-type field to search for and select standard or custom patient statuses, including Outpatient and Inpatient. |
| Refresh | Select this button to refresh the current tab's search results table. |
| Sample ID | Enter a value in this field to specify the sample ID. |
| Order ID | Enter a value in this field to specify the order ID. |
| Existing Results | Select an option from this drop-down list: No Results, Unapproved Results, Approved Results. There is also a blank option for when the filter should not be used.
This drop-down list has been added to the default filter. It can have a default value assigned to it when creating a custom filter. It will always load its default value when switching between saved criteria. |
| Workflow Status | Select in or enter text in this search-as-you-type field to search for a workflow status, or select the magnifying glass button to manually search. Select the X button to clear the search field. |
| Load List ID | Select in or enter text in this search-as-you-type field to search for and select a load list ID. This number is a specific identification number given to a load list that was created in the system. The load list ID is used to filter the table by a specific load list. |
| View Details | Select to view details about the specific load list identified by the unique ID. |
| Order choice failed background approval | Filter shows all of the order choices where the previous approval attempt was run by the background approval process and the process failed to approve the order choice. This filter item has been added to the additional filter options for the Work in Progress page tabs. |
| Order choices marked for background approval | Filter shows the order choices that are currently marked for background approval. This filter item has been added to the additional filter options for the Work in Progress page tabs. |
| Show Patient only | Select the checkbox so that the user is able to search by QC-only records as well as patient-only records. Note The checkbox is set as a default filter item when navigating from Patient Results on TaskCenter > Manage Testing > Dashboard. |
| Time Since Received | Displays the time since it was received. Enter a value in the available field followed by selecting either hours, days, or weeks from the drop-down list. |
| Turnaround time expires within | Displays how much time the turnaround time expires within. Enter a value in the available field followed by selecting either minutes, hours, or days from the drop-down list. |
| Expired turnaround time only | Displays only the expired turnaround time. |
| Batch ID | Displays the batch ID. On Work in Progress, use the search-as-you-type field to filter the list by batch ID. |
| AP Case Assigned to | Displays the system user that the case is assigned to. On Work in Progress, use the search-as-you-type field to filter the list to cases assigned to a specific user. Note This option is only available with an Anatomic Pathology license. |
| AP Cases assigned to me | Displays the AP cases assigned to the currently signed-in user. On Work in Progress, use the search-as-you-type field to filter the list to cases assigned to the signed-in user. Note This option is only available with an Anatomic Pathology license. |
| Unassigned AP Cases | Displays the AP cases that are not yet assigned to a user. On Work in Progress, use the search-as-you-type field to filter the list to cases not assigned to a user. Note This option is only available with an Anatomic Pathology license. |
| Departments | Displays the order choices routed to a department that's been selected. You can preselect one or more departments when saving the filter. The selected departments will be selected when the filter initially loads, working as default values that can then be modified. |
| Digital Pathology Filter | Displays any combination of pending, partial, and complete digital pathology cases. For example, a pathologist might want to see a list of their cases where all of the slides have been completely scanned and available to view in the Digital Pathology system. |
Work in Progress Filter Layout | |
|---|---|
Height Width | Use the fields to configure the height and width of the table cells by changing the values in the fields. Select the X to remove the cells from the filter layout. |
| Gear icon | Select the button located inside the filter layout cell to edit cell properties via the Edit Cell Properties pop-up. The pop-up has the following fields:
|
| Add Column | Select to add a new column to the filter layout. |
| Add Row | Select to add a new row to the filter layout. |
| Preview Filter | Select to preview your custom filter. When selected, the Filter Preview pop-up will appear with your customized filter layout displayed. Select Close to return to the filter setup page. |
| Save | Select to save your custom filter layout. You will be returned to the Custom Filters list page and your new filter will appear in the list. |
| < Back to List | Select to return to the Custom Filters list page without saving your changes. |
