Order Choice AP Setup

Select to open the Valid AP Items pop-up, where you can add AP items as valid AP order choices. This allows faster configuration when setting up a new AP Order Choice. 

Use the search-as-you-type fields to search for and select the Valid AP Case Templates, Valid AP Container Groups, Valid AP Protocols, and Valid AP Tests users can use when setting up a new AP Order Choice.

Select in or enter text into the search-as-you-type field to search for and select a default record for when you are adding slides.

Select the magnifying glass icon to manually search for a default record, or select X to remove the selection from the field.

Select in or enter text into the search-as-you-type field to search for and select a default record for when you are adding blocks.

Select the magnifying glass icon to manually search for a default record, or select X to remove the selection from the field.

Select in or enter text into the search-as-you-type field to search for and select the region of interest images the system will parse as a ZIG segment in the OBR message to a digital pathology or workflow management system. This setting only allows active case-level image tests to be selected.

Select an option from the drop-down list to prevent the suffix from being added to the generated Part ID.

None prevents the suffix from being added to the generated Part ID. Alpha adds a series of capital letters starting with A; beyond Z the series goes to AA followed by AB. Duplicating Alpha adds a series of capital letters starting with A; beyond Z the series goes to AA followed by BB. Roman Numeral adds a series of roman numerals.

Single Digit adds a series of numbers starting with 1. Two Digit adds a series of numbers starting with 01. The Preview displays a generic Sample ID generated from the currently set Order Choice Type. The Order Choice Type must be saved in order for the Preview to generate the generic Sample ID. If no Order Choice Type is set, the ID <Sample ID> is used. A generic Part ID, Block ID, and Slide ID is added after the displayed Sample ID.

For example:

• None: N/A
  
• Alpha: A, ..., Z, AA, AB, AC, ..., AZ, BA, BB, BC
  
• Duplicating Alpha: A, ..., Z, AA, BB, CC, ..., ZZ, AAA, BBB, CCC
  
• Roman Numeral: I, II, III, IV
  
• Single Digit: 1, 2, 3, ..., 10, 11, 12
  
• Two Digit: 01, 02, 03, ..., 10, 11, 12
  

Select an option from the drop-down list to prevent the suffix from being added to the generated Block ID.

None prevents the suffix from being added to the generated Block ID. Alpha adds a series of capital letters starting with A; beyond Z the series goes to AA followed by AB. Duplicating Alpha adds a series of capital letters starting with A; beyond Z the series goes to AA followed by BB. Roman Numeral adds a series of roman numerals.

Single Digit adds a series of numbers starting with 1. Two Digit adds a series of numbers starting with 01. The Preview displays a generic Sample ID generated from the currently set Order Choice Type. The Order Choice Type must be saved in order for the Preview to generate the generic Sample ID. If no Order Choice Type is set, the ID <Sample ID> is used. A generic Part ID, Block ID, and Slide ID is added after the displayed Sample ID.

For example:

• None: N/A
  
• Alpha: A, ..., Z, AA, AB, AC, ..., AZ, BA, BB, BC
  
• Duplicating Alpha: A, ..., Z, AA, BB, CC, ..., ZZ, AAA, BBB, CCC
  
• Roman Numeral: I, II, III, IV
  
• Single Digit: 1, 2, 3, ..., 10, 11, 12
  
• Two Digit: 01, 02, 03, ..., 10, 11, 12

Select an option from the drop-down list to prevent the suffix from being added to the generated Slide ID.

None prevents the suffix from being added to the generated Slide ID. Alpha adds a series of capital letters starting with A; beyond Z the series goes to AA followed by AB. Duplicating Alpha adds a series of capital letters starting with A; beyond Z the series goes to AA followed by BB. Roman Numeral adds a series of roman numerals.

Single Digit adds a series of numbers starting with 1. Two Digit adds a series of numbers starting with 01. The Preview displays a generic Sample ID generated from the currently set Order Choice Type. The Order Choice Type must be saved in order for the Preview to generate the generic Sample ID. If no Order Choice Type is set, the ID <Sample ID> is used. A generic Part ID, Block ID, and Slide ID is added after the displayed Sample ID.

For example:

• None: N/A
  
• Alpha: A, ..., Z, AA, AB, AC, ..., AZ, BA, BB, BC
  
• Duplicating Alpha: A, ..., Z, AA, BB, CC, ..., ZZ, AAA, BBB, CCC
  
• Roman Numeral: I, II, III, IV
  
• Single Digit: 1, 2, 3, ..., 10, 11, 12
  
• Two Digit: 01, 02, 03, ..., 10, 11, 12

Select to open the Container Label Format pop-up.

See the Label Format and Label Format Sections sections below for configuration information.

Select to open the Part Label Format pop-up.

See the Label Format and Label Format Sections sections below for configuration information.

Select to open the Block Label Format pop-up.

See the Label Format and Label Format Sections sections below for configuration information.

Select to open the Slide Label Format pop-up.

See the Label Format and Label Format Sections sections below for configuration information.

Select an option from the drop-down list to specify the date/time format on labels.

Select either AM/PM, Military, or AM/PM (with space before) from the drop-down list.

Select the checkbox to have the system use the default category when ordering.

Select the category from the Default Category search-as-you-type field below.

Select in or enter text in the search-as-you-type field to search for and select a default category for ordering.

Select X to remove the selection, or select the magnifying glass icon to manually search for a category.

Select the checkbox to have the system limit to the default specimen source category.

This is defined by the Limit Specimen Sources button below.

Select to open the Limit Specimen Sources pop-up.

Select in or enter text in the search-as-you-type field to search for and select a specimen source.

Select the Select checkbox to add or remove specimen sources from the table.

Select Save to save changes, or Cancel to close the pop-up without making changes.

Select the checkbox to have the system use the default group when ordering.

This is defined by the Default Group button below.

Select to open the pop-up.

Select in or enter text in the search-as-you-type field to search for and select a group.

Select the Select checkbox to add or remove groups from the table.

Select Save to save changes, or Cancel to close the pop-up without making changes.

Allows the pop-up to be bypassed for the order choice.

Require Specimen Source For Bypass: When this checkbox is selected, the Case Setup screen will not be bypassed by HL7 if any of the received specimen parts do not have a specimen source. This checkbox is enabled when the Bypass Case Setup Screen checkbox is selected. 

Select in or enter text in the following search-as-you-type fields to search for and select items for the order choices:

• Default AP Case Templates: Select a default AP case template for the order choice.
  
• Default AP Protocols: Select a default AP protocol for the order choice.
  
• Default AP Container Groups: Select a default AP container group for the order choice.
  
• Default AP Tests: Select a default AP test for the order choice.

Select the Select checkbox to add or remove the selections from the table.

Select an option from the Source drop-down list to specify the ordered specimen part. For example, BE Skin.

Select an option from the Procedure drop-down list to specify what the procedure is. For example, Biopsy or Excision.

Select the Show inactive specimen sources checkbox to have the system show inactive specimen sources when searching.

Select in or enter text in the following search-as-you-type fields to search for and select additional items for when ordered parts meet the specimen source category and/or procedure criteria:

• Default AP Case Templates: Select a default AP case template for the order choice.
  
• Default AP Protocols: Select a default AP protocol for the order choice.
  
• Default AP Container Groups: Select a default AP container group for the order choice.
  
• Default AP Tests: Select a default AP test for the order choice.

Select the Select checkbox to add or remove the selections from the table.

Select from the drop-down list where the performing location line should appear on the report. Choose one of the following options:

• Not Used: A performing location line is not being used for this order choice.
• After Primary Signature: Displays the performing location line after the primary signature on the report.
• Use Template Cell: Uses the Report Footer cell content type or the Anatomic Pathology Report cell content type of AP Performing Location Text (configured on the Layout Templates page) to determine the position of the performing location line. 

Select to open the Edit Table pop-up. Use the following settings to customize the report:

• Outer Border Width: Enter an outer border width.
  
• Inner Border Width: Enter an inner border width.
  
• Background Shaded: Select the checkbox to make the background of the report shaded.
  
• OK: Select to save changes made on the pop-up.
  
• Cancel: Select to close the pop-up without making changes.
  

Select to open the Cell Menu pop-up. Use the following settings to customize the report.

• Move Cell: Select to move the cell up, down, right, or left.
  
• Add Cell: Select to add a new cell.
  
• Edit: Select to edit a cell. See Edit Cell Pop-up.
  
• Delete: Select to delete a cell.
  
• Move Row: Select to move the row up, down, right, or left.
  
• Add Row: Select to add a new row.
  
• Delete Row: Select to delete a row.
  
• Make Table: Select to make a table in the report area.
  
• OK: Select to save changes made on the Cell Menu pop-up.
  

Select an option to define how diagnosis code–type questions are displayed on the Clinical Information section of the AP Worksheet. Choose to display only the code, only the text, or both code and text.

• Code Only: Displays the diagnosis code for diagnosis type questions. This option is selected by default.
• Text Only: Displays the diagnosis description instead of the code. 
• Code and Text: Displays the code followed by the description.

Select either Collection Date or Order Date to specify which date to display for the patient's history.

• Select Collection Date to display the collection date on the AP worksheet.
• Select Order Date to display the order date on the AP worksheet.

Select either the All, None, or Selected option.

• Select All to display all order choices for Orchard Enterprise Pathology.
• Select None to display no order choices for Orchard Enterprise Pathology.
• Select Selected to manually select specific order choices to be displayed on the AP worksheet.

Select in or enter text into the search-as-you-type field to search for and select specific order choices. Select the Select checkbox to add or remove the order choice(s) from the table. The table displays an abbreviation, name, CPT codes, local name, added collection information, and active status.

Select either the All, None, or Selected option.

• Select All to display all order choices for Orchard Enterprise Lab Microbiology module.
• Select None to display no order choices for Orchard Enterprise Lab Microbiology module.
• Select Selected to manually select specific order choices to be displayed on the AP worksheet.

Select in or enter text into the search-as-you-type field to search for and select specific order choices. Select the Select checkbox to add or remove the order choice(s) from the table. The table displays an abbreviation, name, CPT codes, local name, added collection information, and active status.

Select either the All, None, or Selected option.

• Select All to display all order choices for hematology.
• Select None to display no order choices for hematology.
• Select Selected to manually select specific order choices to be displayed on the AP worksheet.

Select in or enter text into the search-as-you-type field to search for and select specific order choices. Select the Select checkbox to add or remove the order choice(s) from the table. The table displays an abbreviation, name, CPT codes, local name, added collection information, and active status.

Select either the None or Selected option.

• Select None to display no order choices for advanced order choices.
• Select Selected to manually select specific order choices to be displayed on the AP worksheet.

Select in or enter text into the search-as-you-type field to search for and select specific order choices. Select the Select checkbox to add or remove the order choice(s) from the table. The table displays an abbreviation, name, CPT codes, local name, added collection information, and active status.

Select either the None or Selected option.

• Select None to display no order choices for basic order choices.
• Select Selected to manually select specific order choices to be displayed on the AP worksheet.

Select in or enter text into the search-as-you-type field to search for and select specific order choices. Select the Select checkbox to add or remove the order choice(s) from the table. The table displays an abbreviation, name, CPT codes, local name, added collection information, and active status.

Select Add to add a default focus condition with settings to control which test result input field the cursor should initially be placed in when opening an AP worksheet.

 You can add multiple conditions.

The system will go through the conditions in order from top to bottom and will set focus in the first that applies. Manually sort the conditions in the list by dragging and dropping them. If there are no fields to place the focus in, the system will place the focus on the Save button. 

 Select or begin typing in the search-as-you-type field to search for and select a workflow status in which the condition will apply.

Select or begin typing in the search-as-you-type field to search for and select a report section that the focus will be set in.

Select whether you want the cursor placed in the first test or the first empty test.

• First Test in the Section
• First Empty Test in the Section 
  • Use First Test if there are no Empty Tests: If you selected the First Empty Test in the Section option, you can also choose to place the focus on the first test when there are no empty tests. 

Select in or begin typing in the search-as-you-type field to search for and select the correlation test to add to the order choice. Only tests set to the Current Case Correlation AP test type will display.

Optional Settings

• Test(s) with original results: Select in or begin typing in the search-as-you-type field to search for and select the original result tests to use on the order choice. Only Report Data, Diagnosis, Quality Assurance, and Stain tests that have the current order choice in their Valid AP Order Choice settings will display for selection. Tests in this list will be used in correlation reports when the user who entered the original results is needed for statistics.
  • After you make your selections, the tests will display in the table:
    • Select: Select the checkbox to include the original result test on the order choice.
    • AP Tests: Displays the name of the test to include on the order choice.
    • Level: Displays the test's Associate with setting configured during test setup, either Case, Part, Block, or Slide.
    • Active: Displays the active or inactive status of the test.
• Test(s) with correlating results: Select in or begin typing in the search-as-you-type field to search for and select the correlating result tests to use on the order choice. Only Report Data, Diagnosis, Quality Assurance, and Stain tests that have the current order choice in their Valid AP Order Choice settings will display for selection. Tests in this list will be used in correlation reports when the user who entered the correlating results is needed for statistics.
  • After you make your selections, the tests will display in the table:
    • Select: Select the checkbox to include the correlating result test on the order choice.
    • AP Tests: Displays the name of the test to include on the order choice.
    • Level: Displays the test's Associate with setting configured during test setup, either Case, Part, Block, or Slide.
    • Active: Displays the active or inactive status of the test.
• Automatically add this Correlation when a Test from each list is present: Select the checkbox to automatically add the correlation test when both an original result test and a correlating result test are present.
• Delete: Select the X button in the top-right of the Correlation Test section of settings to delete the section.

Select or begin typing in the search-as-you-type field to search for and select a cytology protocol. 

Whenever this protocol is added, the system will create three copies of every test on the protocol. One copy for the primary screener, one copy for the QC screener, and one copy for the pathologist. You can only enter results on the AP Worksheet for tests for your cytology role. For example, pathologists can only result pathologists tests and QC screens can only result QC screener tests. 

Define what the high-risk age group criteria should be. 

Select from the drop-down list if the patient should be Equal to, Younger than, Older than, or Between the ages of the value you place in the field. Select Days, Weeks, Months, or Years from the drop-down list. Then select if you're comparing the values you set to the Current Date, Collection Date, or Order Date.

Select the option to set one or more user-defined question responses as criteria for the system to label the patient as high risk. 

When this option is selected, you can choose one or more of the user-defined question responses listed.

Select the checkbox to choose an answer for the system to use as criteria to label a patient as high risk. When the user answers the question with a response that meets the criteria set, the system will label the patient as high risk.

Select or begin typing in the search-as-you-type field to search for and select clinical questions to use as criteria for high-risk patients. Once you select one or more questions, they will appear in the table.

Select the Select checkbox or the question name link to remove the question from the table.

Use the Condition and Value fields to set the criteria.

Select or begin typing in the search-as-you-type field to search for and select coded results from the adequacy test that will flag the case for rescreen. Once you select one or more coded results, they will appear in the table.

Select the Select checkbox or the code name to remove the coded result from the table.

The coded results will trigger the rescreen after a user saves the result of the adequacy test.

Select the checkbox to enable the ability for a primary screener to manually request that a case be rescreened. 

If this checkbox is selected, and if the user is a primary screener, a Request Rescreen button is available on the Issue AP Report pop-up. 

Select in the field to search for and select the roles that can be assigned to work requests. The roles you select display in a table below the field. Clear the Select checkbox to remove the role from the list.

Select in the field to search for and select a slide to use for IHC work requests. This list contains only AP slide tube/containers. 

Select in the field to search for and select a slide to use for special stain requests. This list contains only AP slide tube/containers. 

Select in the field to search for and select slides to use for deepers/recuts requests. This list contains only AP slide tube/containers. The slides you select display in a table below the field. Clear the Select checkbox to remove the slide from the list.

Select in the field to search for and select a slide to use for cut through requests. This list contains only AP slide tube/containers. 

Select the Edit button to configure the test conditions that will trigger the image annotation rule. The Test Conditions pop-up opens.

• All Test Condition groups are met: Select to trigger the image annotation rule when all test condition groups (you define below) are met.
• Any Test Condition group is met: Select to trigger the image annotation rule when any of the test condition group (you define below) is met. 
• Add Group: Select the button to add a new test condition group to the list.
• Add Test Condition: Select to add a new test condition to the group.
• Remove Group: Select to remove the test condition group from the list.
• Test Name: Choose an option from the list to set a condition for the test name. Use the corresponding text box to enter the condition's value.
• Result Value to Compare: Choose an option from the list to define the result value to compare. 
• Result Value: Choose an option from the list to set the result value being compared. Use the corresponding text box to enter the value.
• Abnormal Flags Value: Choose an option from the list to set the abnormal flags used in the condition.
• Delete: Select the X button to delete the condition from the test condition group.
• Save: Select to save your changes and return to the Annotate Image pop-up.
• Cancel: Select to discard your changes and return to the Annotate Image pop-up.