Description

Use the Hosts page to view the host list, as well as add or edit host demographics, interfaces, lab settings, and submission rules. You may also establish Orchard web service integration, which allows Orchard Harvest to request delta values from the system, and for the system to update delta values for Orchard Harvest. Note that the data displayed on this page depends on the column view settings for your facility. The system uses the column view settings to control what columns appear in the tables on this page and the order in which it sorts the displayed information. You may set column view rules at the location or the system default levels. The rules for the signed-in location, if available, supersede the system default column view rules.

Access

AdminCenter > System Setup > Hosts

You must have the necessary security permissions to access the AdminCenter menu button. 



Technical Manual

Viewing the Host List

Page links

The Hosts page contains a list of up to 10 hosts. If the list is longer than one page, use the links located below the list of hosts to navigate through the list.

Show active only

Select this checkbox at the top of the page to view active hosts only. You set the inactive/active status in the Host Details section of the Hosts Details page. See the "Adding or Editing Host Details" section below.

Name

To narrow the list of displayed hosts, or to find a specific host, use the Name field.

If you cannot find the desired host, you may work with Orchard Software Technical Support personnel to create a new host in the Hosts details page, accessed by clicking Add. Note that only Orchard Software Technical Support personnel may create new hosts in this page. See "Adding or Editing Host Details" below.

RefreshClick the button to refresh the page.
Export all hosts to XMLClick the button to export all selected hosts from the page as a single ZIP file.
Host Name

Click the name of the host on the Hosts list page to view or edit host information on the Hosts details page. See "Adding or Editing Host Details" below.


 Searching for a Host

Name

Click or enter text into the search-as-you-type field to search by host name. Enter one or more characters in the field to view a list of all hosts that match your search. Note that the system searches for embedded text as well as starting characters.

If your search generates one or more matches, the matching hosts are displayed with host name and active status when the page refreshes. Select the desired host to view the details. See "Accessing Host Information" below.

If no search results are found or if the desired host is not found, search again, or you may work with Orchard Software Technical Support personnel to create a new host in the Hosts details page, accessed by clicking Add. Note that only Orchard Software Technical Support personnel may create new hosts in this page. See "Adding or Editing Host Details" below.

Export All Hosts to XML

Click the button to export all selected hosts from the page as a single ZIP file.

RefreshClick the button to refresh the page.


Accessing Host Information

Use the Hosts list page to access the Hosts details page, where you may add or edit host details, as well as configure association and result delivery default settings. To edit an existing host, click the name of the host in the Hosts list page. This opens the selected host's record in the Hosts details page. See "Adding or Editing Host Details" below.

Add

You may work with Orchard Software Technical Support personnel to create a new host in the Hosts details page, accessed by clicking Add. Note that only Orchard Software Technical Support personnel may create new hosts in this page. This opens a blank record in the Hosts details page to create a new host. See "Adding or Editing Host Details" below.

Export All Hosts to XML

Click the  button to export all selected hosts from the page as a single ZIP file.


Adding or Editing Host Details

Use the Host Details section of the Hosts details page to add or edit host demographic and association information.

Name

Enter the full name of the host in the field. This field is required.

ActiveSelect the checkbox to indicate the host is active in the system. This enables users to select the host while ordering. Clear this checkbox to restrict users from selecting the host. If the host is inactive, the system clears it from the Hosts list page when you select the Show active only checkbox. See "Viewing the Host List" above.
Name Type

Click the drop-down list and select a type. Select either AliasDisplayLegal, or Stock Exchange Listing from the list. The field defaults to the Legal value and will only be visible if the system has an HL7 2.5.1 license. When sending HL7 2.5.1 messages, the selected name type's code will be sent in OBX-23 if the host is being sent as the performing organization for the testing contained within the OBX. NK1-13 has now been changed so that a blank repeat of the field will be sent first if the name type for the next of kin's organization name is not the legal name.

Host ID

Enter the unique identification number for the host in the field. This field is required.

Practice

To enter a practice in the field, click Search to locate the practice using the Practice Search page. See the  Admin: Practice Search  topic. Note that this setting is only required if the host is associated with a particular practice. This should be left blank if it is a reference lab or system-wide host.

To remove the practice from the Practice field, click Clear.

Use Ordering Provider's default Ordering Location if none is provided 

Select the checkbox to allow practice-specific host interfaces to try to assign an ordering location to a new order based on the ordering provider's default ordering location for that practice and to set the ordering location's default collection location if it is not designated in the message. The system will not use this setting if the order HL7 message specifies an ordering location.

Host Type

Select the host type from the drop-down list. The option you select affects what settings are available. The system disables the fields on this page that do not apply to the selected Host Type (e.g., manifest and requisition settings that do not apply to EMR/HIS hosts). Select from:

  • Billing System
  • EMR/HIS
  • Reference Lab
  • Local Lab (Orchard)
  • Local Lab (non-Orchard)
  • Custom PMS
    • If you select Custom PMS as the host type, the Timeout for querying Practice Management System field appears (see below), and an option appears on the Practices administration details page that allows you to associate practices with the practice management system. See the  Admin: Practices  topic. In addition, you will be able to request updated patient information from the practice management system when selecting a patient during order entry or when searching for a patient. See the  Find Patient or Order  topic.

The system sends ZCF segments in outgoing orders when the host type is one of the Local Lab options, or when the host type is Billing System and if the necessary configuration is set up in the Advanced Configuration Options   page.

Testing Facility: Select the checkbox to specify that the host is a point-of-care testing facility. When the checkbox is selected, Set Defaults appears. Click Set Defaults to apply default testing facility settings to a host. This triggers a  Proceed with Action? pop-up containing the message "This will set all interface configuration settings to the recommended default values for a Testing Facility. This will overwrite current settings and save the changes. Are you sure you want to proceed?" Click Proceed to save the host, changing various settings to the default values for a testing facility. Click Remain on Page to return to the Host Details page.

Lattice MediCopia Host: Select the checkbox to control whether or not a host is a Lattice MediCopia host.

Cerner Labotix Automation Line Interface: Select the checkbox to send and receive messages from Cerner Labotix Automation. In order to do so, a new host must be created for the line. The host type for an automation line host should be set to one of the  Local Lab  options. Both the inbound and outbound interfaces should be set to active and should be set to send and receive ACK messages from the host. No other changes are needed to set up the automation line host. The automation line host must be selected on the hosts that will use the automation line. This is done by selecting the automation line host in the new Cerner Labotix Automation Line Host search-as-you-type field.

  • Automation Line Metacontainer: This field adds the ability to automatically transfer metacontainers into an unlimited position container that represents the automation line. This field only allows the user to select an unlimited position metacontainer. After the feature has been set up, the primary metacontainer on a sample will automatically be transferred into the specified metacontainer on the automation line whenever the line sends a Specimen Loaded at Loading Station message to the system for the sample.
  • Automation Line Long-term Storage Metacontainer: This field adds the ability to automatically transfer metacontainers into an unlimited position container that represents the automation line's long-term storage. This field only allows the user to select an unlimited position metacontainer. After the feature has been set up, the primary metacontainer on a sample will automatically be transferred into the specified metacontainer on the automation line whenever the line sends a Specimen Assigned Storage Address by LAS message to the system for the sample.
  • Dispose metacontainers related to samples when line discards samples: This checkbox adds the ability to automatically dispose metacontainers that are related to samples that are discarded by the automation line. The feature is enabled for automation lines by default, but can be disabled on the automation line host. When the feature is enabled, the primary metacontainer on a sample will automatically be disposed of whenever the line sends a Discarded  message to the system for the sample related to the metacontainer.

Public Health Agency Host: Select the checkbox to designate this host as a public health host. This will allow the host to be selected for public health agency tests and organisms. Upon approval of results, the system will check to see if any of the tests/organisms being approved are flagged for public health agency reporting given the testing location, department, specimen type, and order choice, and if so, a message containing the flagged items will be sent to the configured public health agency hosts. Messages will only be sent for final, corrected, amended, and addendum results. 

Accept insurance company and plan updates from this host: Select the checkbox to allow an interface to update insurance company and insurance plan demographics.

Prevent insurance company, insurance plan, and patient insurance set creation: Select the checkbox to have the system prevent new insurance companies, insurance plans, and patient insurance sets from being created by HL7 messages received by the host. When the setting is not checked, previous functionality of creating new insurance companies, insurance plans, and patient insurance sets will be maintained.

Only update existing patient records when parsing ADT messages from this host (always applies to ADT change patient identifier messages (A47)): Select the checkbox to prohibit that host's interface from creating new patient records when parsing ADT messages.

Accept demographic updates from this host: Select the checkbox to designate this host as a demographic source. Note that this setting is compatible with ADT, ORU, and ORM(SN) messages.

  • Update only: Select the checkbox to specify that this demographic source may only update information related to an existing record. Note that the system will not store information for a new patient record. If the system receives order messages from this host for new patients, it places the messages in the Fix Orders page. See the Admin: Fix Orders topic.

Accept demographic updates from this host in order request messages: Select the checkbox to allow the user to control whether patient demographics information will be updated when parsing send number request messages from a specific host.

Accept demographics updates from this host in ORU: Select the checkbox to accept demographic updates from the host in ORU messages.

Prevent patient creation if system default demographic requirements are not met: Select the checkbox to prevent patient creation if the demographic requirement fields are not satisfied for an incoming ADT message.

  • Demographic Required Fields: Click the button to display the Demographics Required Fields pop-up in order to configure host-level demographics required fields. If these demographics required fields are not met by incoming ADT message, an entry will be added to the Fix ADT administration page queue. If host-level demographics required fields are defined for the host, those are the fields that will be checked for inbound ADT messages. If nothing is defined, the system-level demographics required fields will be used. Select the Use System Default Required Fields checkbox to have the system use the system default required fields. Configure first name, middle name, last name, sex, race, date of birth, maximum age, nationality, ethnicity, PCP, phone numbers, SSN, MRN, email, addresses, city, ZIP code, state/region, and country. Click Save to save the configurations made on the pop-up, or click Close to close the pop-up without saving any changes.

Timeout for querying Practice Management System: If you select Custom PMS in the Host Type drop-down list (see above), the Timeout for querying Practice Management System field appears at the bottom of the section. Enter in this field the number of seconds the system should wait for a response from the practice management system when requesting updated patient information when selecting a patient during order entry or when searching for a patient. See the Find Patient or Order topic.

Time Zone

Select the time zone of the host from the drop-down list.

Cerner Labotix Automation Line Host

Click in or enter text in the search-as-you-type field to search for and select a host that will use the automation line.

Internal Billing Status Rules

Define the settings for internal billing, if desired. The system considers the billing relationship between the business entity using the system and the laboratories performing the testing for that business entity to be "internal billing."

Click this button to select the appropriate billing status rule and set any ordering location-based exceptions in the Internal Billing Status administration page. See the Internal Billing Status topic. The system uses this billing status rule when this host performs testing. You may define additional billing status rules in the Billing Status Rules administration page. Note that when rules or exceptions are set, the button text will turn green and italic. See the Admin: Billing Status Rules topic.

Internal Account #

Enter the account number the system should assign when it uses the selected billing status rule for the host.

  • Show internal billing info on requisitions and manifests for this host: Select this option to have the system display the internal billing status and account number on requisitions and manifests created for this host. Note that if you choose to display the internal billing information, it will replace the external (user, location, or practice) billing information.
  • Send internal billing info in HL7 messages: Select this option to have the system send the internal billing status and account number when it transmits HL7 messages for this host. Note that if you choose to display the internal billing information, it will replace the external (user, location, or practice) billing information.
  • Suppress internal billing status for order choices routed to this host on Order Patient Samples: Select this option to suppress displaying the internal billing status of an order choice.
  • Suppress external billing status for order choices routed to this host on Order Patient Samples: Select this option to suppress displaying the external billing status of an order choice.
  • Prevent duplicate patient host codes: Select this option to add patient imports and HL7 messages to prevent the creation of duplicate patient host codes. When a duplicate patient host code is detected, patient imports and outbound HL7 messages will not create the patient host code; however, inbound HL7 messages will be placed in the appropriate fix page: Fix ADT for ADT messages, Fix Orders for new order messages, and Match Results for result messages.
  • Enable LKSmartSearch for this host: Select this option when on the Order Patient Samples page when the system's patient search is not to be used. Instead, the LKSmartSearch program is used to find a new or existing patient, which it returns to the system as an ADT message. The system then parses the message and loads the new or existing patient into the page for use in ordering.
CLIA IDEnter the host's Clinical Laboratory Improvement Amendments Identification number, if accredited. This field can hold a maximum of 50 characters.
Medical Director

Enter the name of the medical director, if desired. The system displays the medical director's name in the end notes of result reports after the CLIA ID, if you have entered a name.

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

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

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

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

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

Select from the drop-down list a type of address for the host:

  • Bad Address
  • Home
  • Birth
  • Birth Delivery Location
  • Country of Origin
  • Current or Temporary
  • Firm/Business
  • Legal Address
  • Mailing
  • Office
  • Permanent
  • Registry Home
  • Residence at Birth
Address 1/Address 2/ZIP Code/City/State/Country

Enter the full address for the host, including any suite numbers. If ZIP code checking is enabled in the System Defaults administration page, when you enter a ZIP code that exists in the database, the system automatically fills in the city and state associated with the ZIP code, and if the ZIP code update option is enabled, then the system also updates the corresponding city and state data, if appropriate.

Phone 1/Phone 2Enter the telephone contact information for the host.
FaxEnter the fax number for the host.
Additional Info

Click the button to display the Additional Information pop-up.

    • Acquire Images: Click to display the Set TWAIN Device pop-up. Select the TWAIN device to use by clicking the button with the name of the device. For example, HP HD Webcam TWAIN. On the pop-up, click Device to view the name of the device; click Format and Preference to edit device properties; and click Snapshot to take the picture. Click Cancel to close the pop-up.
    • Switch to browser upload: Click the link to upload an image from the computer via the Choose File button. Click the Switch to TWAIN application link to view the Acquire Images button.
    • Remove All: Click to remove all images from the table. Click Remove Selected to remove only the selected images from the table.
    • Convert Selected into Single PDF: Click to convert the selected images into a single PDF.
    • Select: Select the checkbox to select images from the table.
    • Up and Down arrow buttons: Click to sort the images.
    • X: Click to delete the images from the table.
    • OK: Click to add the images to the page.
    • Cancel: Click to close the pop-up without saving any changes.
Change Log

Click the button to view the change log for the selected host. See the Admin: Change Log topic. Note that you must have the necessary security right to access the Change Log administration page.

Alerts & Comments

Click the button to view, add, edit, or delete the alerts and comments associated with the current host. See the Admin: Alerts & Comments topic. Note that if there are alerts or comments for the host, the button text is italicized.

Save

Click Save to save any changes made to the page.

< Back to List

Click to return to the Hosts list page without saving any changes.


Adding or Editing Host Interfaces

Use the Interfaces section to activate inbound and/or outbound interface parameters. Only Orchard Software Technical Support personnel may access the Interface Configuration page. Note that inbound and outbound refer to the direction the message travels from the system's perspective.

Inbound is active

Select the checkbox to activate the inbound interface.

Outbound is active

Select the checkbox to activate the outbound interface.

Interface Configuration 

Click the button to create or modify a host's inbound or outbound interface settings in the Interface Configuration page. See the Admin: Interface Configuration topic. Note that you must have the necessary rights to access the  Interface Configuration page.

SaveClick to save any changes made to the page.
< Back to ListClick to return to the Host list page without saving any changes.


Adding or Editing Lab-specific Settings

Use the Lab-specific Settings section to set up default settings for ID generation, practice association, and result delivery.

Lab Closed Dates

Click to display the Lab Closed Dates pop-up where you may add lab closed dates for QC Schedules.

  • New Closed Date: Click to add a new date via the Lab Closed Date pop-up.
  • Closed Date: Enter values in the fields to specify the closed dates. Click the calendar icon to manually enter the date. Click Now to add the current date, or click Clear to clear the field.
  • Description: Enter a description of the closed date in the field, if applicable.
  • Save: Click to add the date to the table.
  • Cancel: Click to close without adding a date.
  • Select: Select the checkbox to select the date once its been added to the table,
  • Edit: Click the button if any edits need to be made to the date.
  • Clear: Click to clear the Select checkboxes.
  • Close: Click to close the pop-up.
Associate lab with all new practicesSelect this checkbox to enable this host to form an association with all new practices. The system selects this checkbox by default.
Account number requiredSelect this checkbox to require an account number to be sent with all orders.
Accept any order choice (only if no interface)Select this checkbox to allow this host to accept any order choice from hosts that send paper requisition orders.
Expect accessioning change status message

Select this checkbox to have the system ready to receive a status change message that designates when a sample's order choice is accessioned into the Orchard Harvest system (released from the Release Stored Orders page). The system will record the time the status change event message was received, and it will reflect the status on the Order History, Order Choice Details, and Find Patient or Order pages. See the Order History, Order Choice Details Pop-up, and Find Patient or Order topics.

Require batch transmission of order messages

Select this option to have the system queue order messages in the Lab Orders administration page so you may manually transmit the messages. See the Admin: Lab Orders topic. If this is not enabled, the system will transmit order messages as they become available.

Require mandatory clinical info entry before order send

Select this option to prevent the system from sending an order message for an order choice to the lab until the required clinical information questions have been answered. When enabled, the only way to get these orders to send to the lab without the required clinical information is to manually send them using the Lab Orders administration page. See the Admin: Lab Orders topic.

Require mandatory specimen part info entry before order sendSelect this option to prevent a specimen from being collected if required specimen part information is missing and the order choice and host requires it.
Require patient MRN entry before order send

Select this option to allow the system to prevent order messages from being sent to a lab until the MRN has been stored for that patient record.

Require patient host code from the following host before order send

Enter text inside this search field to have the system prevent order messages from being sent to a lab if a patient host code has not been received from a specific host. This is a search-as-you-type field. Note that this host setting will be disabled when the Host Type is set to either Billing SystemEMR/HIS, and/or Custom PMS.

Require encounter entry before order send

Select this option to allow the system to prevent order messages from being sent to a lab until the encounter has been assigned to the order.

Associate order's ICD codes with reflexed order choices

Select this option to have the system assign all diagnosis codes that exist on an order to a reflexed order choice. If you do not select this option, when the system receives a result for an order choice that was added to an order in the lab, it will attach the order choice to the order and mark it as a reflexed order choice, but it will not assign the order's ICD codes to the new order choice.

Use result status when determining newest test result rather than only using approval date/time

Select this option to have the system consider result status when determining the most recent result (value to report) for a test, which allows the system to not let a preliminary result replace a final result.

Do not show this host on the Order Choice Catalog page

Select this option to have the system hide a host on the Order Choice Catalog page.

Do not show this host on the Interfaces page

Select this option to control whether a host will appear on the Interfaces page.

Do not show Order Choices routed to this Host on Release Samples

Select this option to prevent order choices routed to a host from appearing on the Release Samples page.

Force a result match between this lab and the Order Choice's routed lab

Select this option to have the HL7 parser send a result to the match result queue if the lab the order choice's results came from does not match the lab to which it is currently routed. This setting is turned off by default.

Manifest Format

Select an option from the drop-down list to use the selected format instead of the system default manifest format. See the Admin: System Defaults topic.

Include clinical info on manifest

Select this option to have the system include any clinical information questions and their answers on manifests for the selected host. See the Print Manifest topic.

Show bar code on manifestSelect this option to have the system display a bar code on the manifest. You may set the bar code format using the Label Printing administration page (see the Admin: Label Printing topic), accessed at either the system level (see the  Admin: System Defaults  topic) or at the host level (see the Hosts topic). The system uses the host-level setting, if it exists, and it uses the system-level setting if the host-level setting does not exist.
Include order choice comments on manifest

Select this option to allow the system to include order choice comments on manifests. Note that you must then have the Display on requisitions and manifests option enabled for an order choice comment in order to have it appear on manifests. See the Add or Edit Order Choice Comment Pop-up topic.

ID Generation

Click this button to define an ID generation rule for the selected host. You must save a new host before defining an ID generation rule.

  • Use ordering host's SID as the system's SID for samples routed to this lab: Select this option to use an ordering host's SID as the system SID. The system evaluates this setting after it has evaluated the inbound interface configuration settings to use the host-specified filler ID as the system sample ID or to use the host's sample ID as the system sample ID. See the Admin: Interface Configuration topic. Testing that is routed to labs without this setting turned on will have a system-generated SID.
  • Prevent entry of duplicate SIDs on Collect Samples and on Pending Collection pages: Select this option to prevent duplicate SIDs from being entered into the Collect Samples and Pending Collection pages. When this setting is turned on, you will not be allowed to edit a sample ID by entering an SID that already exists for a sample routed to that same lab. The exception to this behavior is if the duplicate exists on a related split order.
  • Validate Sample ID field: Enter SIDs into this field for validation. This setting will define a host-level SID validation pattern for the SID fields on the Collect Samples and Pending Collection pages. This pattern must be valid in terms of normal ID generation pattern validation, the only difference being that fields that can have "n" digit characters to define their length MUST have these defined. The pattern must be valid in order to be saved. When this pattern is defined, samples routed to the host specified and collected will have their sample IDs validated according to the pattern defined. This validation will check the sample ID to ensure that the defined SID matches the format of the pattern. If the SID is validated, that sample will be able to be saved. If it does not match up, an alert will appear notifying the user of this so that they can correct the issue.
    • ID Format Codes: Click this button to display the Sample ID Codes pop-up where you will be able to view SIDs. When an SID is entered into the available field, click the Validate button to validate the SID. A pop-up will appear stating whether the SID validation pattern is valid or not.
Label Printing

Click this button to navigate to the Label Printing page. Here you may configure label formats. You may create a master and tube label format for each host. See the Admin: Label Printing topic. You may also define master or tube label formats for the system default setting or for individual tube/container types (see the Admin: System Defaults or Admin: Tube/Container Types topics). The system uses the host's label format settings for labels produced for samples that have been routed to that host, unless there are master or tube label formats defined for the tube/container types used for the order. If tube/container type or host label formats do not exist or are not active, the system uses the system default label format set in the System Defaults administration page.

  • Enable Harvest workstation label printing: Select this option to print labels from the system using the Orchard Harvest workstation label printers. Orchard Harvest must be configured to allow the system to access workstation label printers and label printers defined in Orchard Harvest must be configured as shared label printers.
    • In Orchard Harvest, go to the Miscellaneous  options in Preferences  and click the AdminCenter Settings button. Enter a user name and password on the AdminCenter Settings dialog and save preferences. Label printers may be set to shared by changing the label printer setup from Label Printers on Table Setup. The desired printers must have the Share this printer checkbox selected. In the system, go to the Hosts administration page and edit an existing host record or add a new host. Select the Enable Harvest workstation label printing checkbox and enter the Web Service URI, User Name, and Password in the provided fields. Note: The web service URI must include the HTTP port number as well, e.g., localhost:8089/. The connection can be validated when the Test button is clicked. The system will display a pop-up to indicate if the web service was found.
    • Once the settings have been set in the system, label printers may be added by going to the Network Label Printers administration page. Click the Add button to add a new label printer. Enter the desired Name, Description, and Label Darkness. Select the Harvest Workstation Label Printer option. Enter the desired host in the Local Lab (Orchard) field and click the Search button next to the Workstation Printer textbox. Select the desired label printer from the Orchard Harvest Label Printer Search  page. The Printer Type field will be set with the appropriate value automatically based on the selected label printer. Once the desired label printers have been added, labels can be printed using the desired Orchard Harvest workstation label printer. The existing label printing setup functionality can be used to select the desired label printer based on the signed-in location, user preferences, etc. The status of label printing jobs can be monitored from the Outbound Queue administration page. Select Harvest Workstation Label Printing from the Message Type drop-down. Label printing jobs can be cancelled, resent, redirected, or sent ASAP as desired from the outbound queue. Note: Only label printing jobs that have not been sent to the Orchard Harvest server can be cancelled. An Error Log message will stored if a connection error occurs when an attempt is made to deliver label print requests to the Orchard Harvest server. Orchard Harvest workstation label printing messages will be stored in the outbound queue based on the specified settings in the System Defaults administration page. Note: This feature is only available for hosts that are setup as Local Lab (Orchard). Orchard Harvest workstation label printing is not available when used with Orchard Harvest single user.
  • Web Service URI: Enter the web service URI. Click the Test button to test the web service URI. Note that the web service URI must also include the HTTP port number. For example, localhost:8089/. The connection can be validated when the Test button is clicked. The system will display a pop-up to indicate if the web service was found.
  • User Name: Enter the user name for the web service URI.
  • Password: Enter the password for the web service URI.

Click the OK button to return to the Hosts administration page. 

Create orders from results

Select this checkbox to enable the system to create new orders from results.

Create order choices from results or ID requests: 

Select this option to enable the system to create new orders choices from inbound results or when parsing send number request messages from the lab. This also enables the Create as orderable option below.

    • Create as orderable: Select this option to allow all users to order the new order choice created by the system. This option is only available if you have already selected the Create order choices from results option.
    • Create order choices using template: Click inside the field to select a template when creating a new order choice. Click inside the field to automatically search, or enter text to search for a specific template. This is a search-as-you-type field. The Create order choices from results or ID requests checkbox must be selected for this setting to be enabled.
Update blank LOINC codes on test records for this lab

Select this option to control if a blank LOINC code on a test record will update when parsing a result message with a LOINC code value for that test. If this new setting is checked, a test record with a blank LOINC code value will be updated to have the LOINC code value received from that lab in result messages.

Create ADT from orders

Select this option to have the system create the necessary outbound ADT messages based on the patient data within order messages received from the selected host.

Create ADT from results

Select this option to have the system create the necessary outbound ADT messages based on the patient data within result messages received from the selected host.

Use sample collection rules for orders created from results

Select this option to have the system create the appropriate sample records in the database to reflect the collection rules for the lab the result was received from. When enabled, the system also uses the setting Use this host's sample ID as the system's sample ID when creating an order on the Interface Configuration page to determine if it will use the lab's SID as the system SID.

Do not allow corrected status to update preliminary status results, and do not allow final status to update final status results, and do not allow HPDF results to update final order choices as preliminary

Select this option to control whether a result with a status of final can update another result with a status of final. This setting also controls if a result with a status of corrected can update a result with a status of preliminary. When this setting is enabled, if a final result tries to update another final result or if a corrected result tries to update a preliminary result, the system adds an entry to the Fix Results queue.

  • Suppress Match Results entry: Select this option to allow the system to prevent a match results entry from being created if a corrected status result tries to update a preliminary status result or if a final status result tries to update a final status result and the Do not allow corrected status to update preliminary status results, and do not allow final status to update final status results, and do not allow HPDF results to update final order choices as preliminary setting is turned on.
Do not allow final status to update corrected status results

Select this option to allow the system to prevent final results from updating corrected results.

If a final result is updating a final result, parse the second final result as if it posted as corrected

Select this checkbox to have the new final result posted as a corrected result rather than a final result. When this setting is selected, the setting Do not allow corrected status to update preliminary status results, do not allow final status to update final status results, and do not allow HPDF results to update final order choices as preliminary will no longer prevent final status results from updating final status results because those results will be parsed as corrected instead. This happens when the host receives a final result for a test that already contains a final result.

Prevent users from attaching result-level linked documents

Select this checkbox to prevent users from manually attaching any result-level linked documents to order choices routed to that host.

Hold TNP results for release

Select this option to have the system hold order choices for manual release when the results come from a lab host and with a result value of TNP. Users may manually release these results on the Release Results administration page. See the Admin: Release Results topic.

  • Text representing a TNP result: Select this option to allow the system to have multiple options for TNP text. Delete the TNP text code by clicking X.
Create result records for Testing Facility delta checking

Select this checkbox to create historical result records for results received from a reference lab. This allows the program to use the reference lab results when calculating deltas or the previous result for a patient. These results appear on the Previous Results pop-up on the Work in Progress page.

Historical result records are created using the test that is mapped to the host test, which is matched to the result in the HL7 message. Previously, these test-host test mappings were only generated when a test result was approved on the Work in Progress page.

If the mapping does not exist when the result message is parsed, the program attempts to find a matching test host code using the host test's host code. If a match is found, the test is mapped to the host test and the historical result record is created using the newly-mapped test.

In order to support this new matching functionality, the Host Codes section in test setup now displays lab hosts.

Requisition Format

Select an option to have the system use the selected format when it creates requisitions for the selected host. This list includes the standard requisition, as well as any requisition templates defined in the Layout Templates administration page that have been made live in the system. See the Admin: Layout Templates topic. Note that it always uses the standard requisition format when it creates summary requisitions. See the Requisitions topic.

Show time zone on requisition

Select this option to display an abbreviation of the system's time zone after all dates on requisitions that are sent to this host. The summary requisition also shows the time zone abbreviation if there is a requisition to print for a host that has the Show time zone on requisition option enabled. The time zone on the requisition is based on the time zone of the person printing the requisition.

Show bar code on requisition

Select this option to have the system display a bar code on the requisition. You may set the bar code format using the Label Printing administration page (see the Admin: Label Printing topic), accessed at either the system level (see the Admin: System Defaults topic) or at the host level (see the  Hosts  topic). The system uses the host-level setting, if it exists, and it uses the system-level setting if the host-level setting does not exist.

Requisition bar code type: Select an option to set the contents of the bar code on requisitions for the host.

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

Select an option to set where the system splits requisitions.

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

Displays what the requisition should include.

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

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

Host-specific result report templates

Select an option to configure result report templates.

  • Header: Allows you to configure the header for the template.
  • Page Footer: Allows you to configure the page footer for the template.
  • HPDF Header: Allows you to configure the HPDF header for the template.
  • HPDF Page Footer: Allows you to configure the HPDF page footer for the template.
ID Generation

Click the button to generate lab-specific bar code labels using the ID Generation page. The system displays the status of the ID Generation scheme next to the button. Note that you must have the necessary security settings to access the ID Generation administration page. See the Admin: ID Generation topic.

Save

Click to save any changes made to the page.

< Back to ListClick to return to the Host list page without saving any changes.


Adding or Editing EMR/HIS Rules for Sending Results

Use the Rules for Sending Results (EMR/HIS only) section to set up defaults for sending and receiving messages through an EMR system or HIS. These settings are only available if you selected EMR/HIS as the Host Type. See "Adding or Editing Host Details" above.

Automatically send results to this host when the order originates from this host 

Select the checkbox to control whether or not the system automatically adds the origin of an electronic order to the Results to list of an order. By default, the system adds the source host to the list.

This checkbox is available only with the appropriate permissions. 

Suppress delivery if all results are linked documents

Select the checkbox to have the system suppress delivery if all results are linked documents.

Only deliver results for patients (or a patient's linked patients) that have an order with an order choice using the order choice type

Select the checkbox to select the order choice type for the setting. Selecting an order choice type will select the checkbox. Clearing the selected value from the search-as-you-type field will clear the checkbox. Selecting the checkbox will put focus in the search-as-you-type field if nothing is selected. Clearing the checkbox will clear the selected value from the search-as-you-type field. When an order choice type is selected in the setting for a host, results will only be delivered to that host for if the patient on the order meets the order choice type criteria using the host setting for restricting result delivery.

Hold result report delivery until number assignment is received if this is the Order Request Host for the order

Select the checkbox to control the system delivered results to a host until it has received the number assignment. This setting only applies if this host is the order request host of the ordering location on the order. This option is not selected by default. Note that the system can generate send number request messages when result messages cause order choices to attach to orders that have an order request host configured for its ordering location.

Hold result report delivery until number assignment is received if this is not the Order Request Host for the order but is the order's origin

Select the checkbox to control the system delivered results to a host until it has received the number assignment. Select this option if this is not the Order Request Host for the order, but is the order's origin. This setting only applies if this host is the order request host of the ordering location on the order. This option is not selected by default. Note that the system can generate send number request messages when result messages cause order choices to attach to orders that have an order request host configured for its ordering location.

Send any placer order number to this host regardless of the number's origin

Select the checkbox to make certain that result messages going to the selected EMR host contain host sample IDs, whether or not they were manually entered or received by a different host. When the setting is not enabled, result messages only contain the host sample ID if that host had sent it.

Send Lab Report in OBX

Select the checkbox to send the lab report for an EMR/HIS host. ORU messages sent to that host will have an extra OBX segment as the last OBX of the last OBR of the HL7 message containing the most recent PDF of the lab report in base 64 encoding in OBX.5.3 for the order the message is being sent.

Note

To include embedded PDF results in the DFT message, ensure the Send Lab Report in OBX option is enabled and enable the Send result segments option on the DFT Events page. Both options must be enabled.


Limit the report content to the order choices populating the HL7 message: Select the checkbox to have the system control the content of result reports that are embedded in HL7 result messages.

  • When an order choice belongs to a Delivery Group (AdminCenter > Order Choice Setup > Reporting > Delivery Group), include all order choices from that Delivery Group: Select the checkbox to include order choices on embedded OBX segment lab reports based on Delivery Group settings. When enabled, the setting includes all order choices that are configured together as part of the same delivery group when any of them are included in an outbound message to the host. Delivery groups are configured on the Reporting administration page on the  Delivery Groups tab. The new setting only applies to delivery groups that include a list of order choices.

Suppress system-generated report content if all results are linked documents: Select the checkbox to have the system refrain from sending the host an HL7 message if all order choice results to be sent are linked documents. This setting also affects hosts that receive results due to a delivery rule configured to send results to the host on the Users administration page and the Result Delivery page.

Send Lab Report content on ZEF segments: Select the checkbox to turn on the new OBX. This will be created with the words Embedded Document in the OBX-5.3 and the OBX new OBX will be followed by a "1" or more ZEF segments that will be filled in with BASE 64 encoded segments of the PDF Lab Report.

Override with Ordering Location Report Templates in OBX: Select the checkbox to allow lab reports sent to hosts in OBX segments to use the ordering location's Default On-screen Report formatting options on the Signed-in Location tab on the Locations administration page instead of the host's Send Lab Report in OBX formatting options.

Use the Ordering Location's Time Zone: Select the checkbox to use the time zone set on the ordering location for the times in the embedded report sent in HL7 results. This setting will not affect the times sent in the HL7 message itself.

Send in OBX-3: Select the checkbox to specify what is to be put in OBX-3.1 of the new OBX.

Report Engine: Select an option from the drop-down list to choose between generating internal, external, or mixed result reports. Select one of the following options from the drop-down list:

  • Internal: Select to generate an internal result report.
  • External: Select to make the result report external. You may then select an option from the External Report drop-down list.
  • Mixed: Select to generate both internal and external reports. Select to use both the External Report selection and Header, Body, Footer, and Page Footer menus.

External Report: Select an option from the drop-down list to choose from the defined External Result Reports that are in the system.

  • Select the Header, Body, Footer, and/or Page Footer options to edit the templates used in building the report that is sent in the new OBX.
Results are sent when

Select an option to set the default for when results are sent to the host:

  • Any new result received: Select this option to have the system send a new report when it receives any new result on an order for which you are a result recipient.
  • Any order choice is final: Select this option to have the system send a new report when any order choice becomes final on an order for which you are a result recipient.
  • All order choices are final in order (with exceptions): Select this option to have the system send a new report when all order choices become final on an order for which you are a result recipient.
    • Allow delivery if all order choices are final that had orders sent to a lab: Select this option to allow a result report to be delivered to the recipient if all non-cancelled order choices that have had their order messages sent to the testing laboratory are posted as final.
  • All order choices are final: Select this option to have the system send a new report when all order choice become final on an order for which you are a result recipient.

Result messages include

Select an option to set the result delivery defaults:

  • All previous results (cumulative): Select this option to have the system send any previous results with new results.
    • Send OBR segments for pending order choices: If you have selected All previous results (cumulative), select the Send OBR segments for pending order choices option to have the system send the segments for resulted order choices, as well as segments for order choices that are still waiting for results to post, when it receives results and is preparing to send the results to a host (EMR). Some EMRs require placeholders in order to prevent an order from appearing to be final before all order choices have had results posted.
  • New results only (non-cumulative): Select this option to have the system send new results only. The system selects this checkbox by default.
Save

Click to save any changes made to the page.

< Back to ListClick to return to the Host list page without saving any changes.


Establishing Roles Required to View this Host

Use the Roles Required to View this Host section to designate one or more roles required to view the current host on all pages within the Manage and Monitor sections of the AdminCenter menu. When there are roles defined in this section, only users who have been assigned to at least one of the roles listed will be able to view this host. When no roles are configured in this section, there are no restrictions as to who can view this host.

Add RoleClick the button to add one or more roles from the Role Search view of the Practice Search page. See the Admin: Practice Search topic.
XClick the X in the Delete column to remove the corresponding role from the list.
SaveClick to save any changes made to the page.
< Back to ListClick to return to the Host list page without saving any changes.


Establishing Orchard Web Service Integration

Use the Orchard Web Service Integration section to create the necessary settings to allow Orchard Harvest to request delta values from the system, and for the system to update delta values for Orchard Harvest.

Designate as an Orchard Integrated Host

Select the checkbox to allow the communication about delta values to occur between Orchard Harvest and the system.

Orchard Web Service URI 

Enter the Uniform Resource Identifier (URI) in the field. This allows the two systems to communicate over a network or the Internet.

Test

Click the button to verify the URI information and ensure it is a valid connection.

SaveClick to save any changes made to the page.
< Back to ListClick to return to the Host list page without saving any changes.


Synchronization on the Hosts Administration Page

Use the Synchronization on the Hosts Administration Page section to synchronize settings on the Hosts administration page. In the Synchronization section, there will be a location stating the version of your software and if syncing is enabled or not enabled. If syncing is enabled, you may synchronize the settings, if syncing is not enabled, you may not synchronize the settings.

Sync All

Click the button to synchronize all of the settings on the Hosts administration page. 

Unsync All

Click the button to unsynchronize all of the settings on the Hosts administration page. This feature can only be accessed by a superuser.

Allow reversion from Sync 2.x to Sync 1.0

Select the option to have the system ignore Sync 1.0 requests after Sync 2.0 requests have been received. This will prevent two Orchard Harvests that are both configured to sync with the same system, and as the same host with one on Sync 1.0 and the other on Sync 2.0 from rapidly alternating Sync versions and slowing the system to a halt. This feature can only be accessed by a superuser.

Remove hyphens from ZIP codes

Select the Remove hyphens from ZIP codes checkbox to allow the outbound update synchronization messages to a Orchard Harvest system to strip hyphenated ZIP codes from user and location contact information in the system. Orchard Harvest synchronization must be enabled. When enabled for an Orchard Harvest host, outbound sync update XML records will strip additional formatting from ZIP codes. This was primarily an issue after setting up synchronization with an Orchard Harvest host by importing user and location configurations, which would automatically format nine-character ZIP codes as 12345-6789. If the new setting is enabled for an Orchard Harvest host, the outbound XML that is generated will format ZIP codes 123456789. Outbound synchronization messages can be reviewed on the Synchronization page.

SaveClick to save any changes made to the page.
< Back to ListClick to return to the Host list page without saving any changes.


Data Functions for this Host

Export Host to XML

Click the button to to export the the host as an XML file. A pop-up appears where a user may open the file, save the file, and/or browse for an application to open the file.

Activate Host For All Practices

Click the button to have the system activate the host for all practices in the system.

Copy Clinical Question Host Codes

Click the button to copy the clinical question host codes in the system.

Copy Ethnicity Host Codes

Click the button to display a pop-up asking for the host ID that you want to copy the host codes from and assign them to the host currently being edited.

Copy Insurance Company Host Codes

Click the button to copy the insurance company host codes in the system.

Copy Insurance Plan Host Codes 

Click the button to copy the insurance plan host codes in the system.

Copy Location Host Codes

Click the button to copy the location host codes in the system.

Copy Order Choice Host Codes 

Click the button to copy the order choice host codes in the system.

Copy Patient Host Codes

Click the button to copy the patient host codes in the system.

Copy Profile Host Codes 

Click the button to copy the profile host codes in the system.

Copy Race Host Codes 

Click the button to display a pop-up asking for the host ID that you want to copy the host codes from and assign them to the host currently being edited.

Copy Specimen Source Question Host Codes 

Click the button to have the system copy the configured question's host codes host that can be found by clicking the Specimen Source Setup button located on the System Defaults administration page for the specified host.

Copy Specimen Source Host Codes 

Click the button to have the system copy all configured specimen sources' host codes that can be found in the Host Codes for this Specimen Source section of the  Specimen Sources administration page for the specified host.

Copy Test Host Codes

Click the button to have the system copy the test-level codes from a host you select when you click the button to the host you are currently editing.  

This button is only available with a Core Lab license.

Copy User-defined Field Host Codes 

Click the button to copy user-defined field host codes. When clicked, the user is asked to put in a host ID from which to copy codes. When a proper host ID is entered, this functionality copies the host codes used for user-defined fields within the system. The host codes used for the host with the entered ID are copied over to the selected host for all user-defined fields that have mappings to the host with the entered ID.

Copy User Host Codes 

Click the button to copy user host codes in the system.

Add Host to All Ordering Location Default Lab Lists 

Click the button to have the system add a host to all ordering location default lab lists.

Add Host to All Practices Default Lab Lists 

Click the button to have the system add a host to all practices default lab lists.

Add Host to All Signed-in Location Default Lab Lists 

Click the button to have the system add all signed-in location default lab lists.

Save

Click to save any changes made to the page. 

< Back to ListClick to return to the Host list page without saving any changes.