Description

The Basic Review Results pop-up allows you to view panel test results for the patient. The pop-up name changes to Amend Results if you are editing an approved result.

Note

You must select the Basic module option in the order choice configuration to access the Basic Review Results pop-up.

Access

TaskCenter > Manage TestingWork in Progress > double-click a result row or select the Results button, if displayed.



Technical Manual

Patient Information

Patient
Displays the patient's name. Select the blue link of the patient's name to view information about that specific patient.
MRNDisplays the patient's medical record number.
DOBDisplays the patient's date of birth.
AgeDisplays the patient's age.
SexDisplays the patient's sex.
Order IDDisplays the order ID. Select the blue link of the order ID to view information about that specific order ID.
Ordering Provider

Displays the ordering provider.

Select the icon next to Ordering Provider to open the Contact Information pop-up. Here, you can view the ordering provider's contact information. This includes ordering provider name, location, address, and email address.

Select Close to close the pop-up.

Note

For veterinary patients, the Owners label also has a contact card icon by it that opens the Owners pop-up and all subsequent pop-ups from it in a read-only state.

Ordering Location

Displays the ordering location.

Select the contact card icon next to Ordering Location to open the Contact Information pop-up. Here, you can view ordering location contact information. This includes ordering provider name, location, address, and email address.

Select Close to close the pop-up.

Note

For veterinary patients, the Owners label also has a contact card icon by it that opens the Owners pop-up and all subsequent pop-ups from it in a read-only state.

Order DateDisplays the date the order was placed.
Order Choice

Displays the order choice(s).

Note

If you attempt to open multiple order choices on the Basic Review Results pop-up with different lock types, order choices with locks that you do not have the right to claim are removed from the pop-up, and only order choices with locks that you have the right to claim will remain.

This 7000-level role right is called Bypass locks for order choices scheduled for background process approval.

PriorityDisplays the priority given to the order.
DiagnosesDisplays the diagnoses codes.
Specimen IDDisplays the ID assigned to the specimen.
Attending ProviderDisplays the name of the provider.
Encounter IDDisplays the encounter ID.
Patient LocationDisplays the location of the patient.
Sample IDDisplays the sample ID. Select the blue link of the sample ID to view information about that specific sample ID.
Collection Date/TimeDisplays the date/time of collection.
FastingDisplays fasting information, if available.
Clinical Information

Displays clinical information for the patient.

Select the arrow icon next to Clinical Information to open the Clinical Information pop-up. Here, you can view clinical information of the patient as well as clinical questions. If no information is available, the pop-up displays the message "No questions exist for this order."

Note

This pop-up is in a read-only state and cannot be edited. This pop-up provides information drawn from the Order Patient Samples page.

Select Close to close the pop-up.
CommentsSelect the comments bubble icon button to open the Comments pop-up. Please see the Comments entry below for more information.
Attachments

Select the paper clip icon button to navigate to the Attachments page.


Top Bar

Bulk Actions

Select this button to open the Bulk Edit Selected Results Pop-up.

Note

The button appears in the form of a vertical ellipsis button.

If no results are selected and you select this button, a message states, "One or more results must be selected before performing bulk actions."

Testing Instrument

This field displays the instrument. This is a required field.

Select the vertical ... button to toggle whether auto-approval for an instrument is enabled or disabled. The option appears in the format Enable XXX Auto-approval or Disable XXX Auto-approval. Select the button to enable/disable the instrument.

For microbiology and clinical order choices, the ellipsis option appears displaying a list of instruments associated with the order choice results. Toggle the auto-approval setting on those instruments from this list.

OperatorEnter text in this search-as-you-type field to select the name of the operator. 
Reagent Lot

Enter text in this search-as-you-type field to select the name of the reagent lot.

Select the reagent lot to associate with the created result data records. This auto-populates to the reagent lot associated with the result data records (if there are multiple reagent lots, the "- multiple -" option is used).

The field auto-populates if there is an open reagent lot that matches the order choice and instrument selections. Reagent lots will not auto-populate if there is a future open date, expiration date (unless it is in the future), closed date (unless it is in the future), no open date, or if there are two reagent lots with the same open date. In the case that there is more than one eligible reagent lots, the lot with the oldest open date is auto-populated. Currently, if an instrument does not send over a reagent lot, this will clear out the auto-populated reagent lot since the results are interpreted as having no reagent lot. This behavior will be changed in a future feature so that a reagent lot is auto-populated when the results does not include a reagent lot number.

Note

Upon approval of QC results, the system will automatically link the corresponding reagent lot if applicable. 

Testing SectionDisplays the testing section where the order choice is to be tested.
Vertical Ellipsis

Allows for bulk actions to be performed on selected tests or to disable auto-approval on the testing instrument


Bulk Actions

  • Numeric Result: Select this option and enter a numeric result to set numeric results for all selected tests.
  • Text Result: Select this option and enter text to set text results for all selected tests.
  • Add Result-Level Comment: Select this option and enter text to enter test-level comments for all selected tests.
  • Perform Action: Select this option to enable options to approve selected results, request reruns, or suppress test results.
Comments

Select this button to open the Comments pop-up.

Note

The button appears in the form of a comment bubble button.

The pop-up is split into four tabs: Patient CommentsOrder CommentsOrder Choice Comments, and Result Comments.

The tab tables display information in the following columns: Entered, Comment, Display on lab report, Display on requisition and manifest, Display on form letter, Send to host electronically, Copy comment on next standing order creation, Always Display, and Delete.

  • Enter text into the PatientOrder, and Order Choice search-as-you-type fields. 
  • Select Add to add a patient comment via the Edit Order Comment pop-up. 
    • Select the ellipsis button to add a quick comment via the Quick Comments pop-up.
    • Select the Display on lab report checkbox to have the comment displayed on the lab report.
    • Select the Display on requisition and manifest checkbox to have the comment displayed on the requisition and manifest.
    • Select the Display on form letter checkbox to have the comment displayed on the form letter.
    • Select the Send to host electronically checkbox to have the system send the comment to the host electronically.
    • Select the Copy comment on next standing order creation checkbox to have the comment automatically copied on the next standing order creation.
    • Select the Display when reviewing results checkbox to have the comment open in a pop-up immediately upon opening Review Results.
    • Select Insert Date/Time to insert the date/time in to the field.
    • Select Save to save any changes made on the pop-up, or select Cancel to navigate back to the Comments pop-up without saving changes.
  • Select an option from the drop-down list on the Result Comments tab.
    • Select either Select a test to view comments or user-defined options.
    • View comments in the Result Comments Summary section, if available.
  • Select OK to navigate back to the Review Results pop-up.
Reruns

Select the clock icon button to open the Review Additional Runs pop-up. The button text changes to green and italicized font when more than one result run is present.

Note

The selected order choice must have existing results for runs to appear on the pop-up.

The Review Additional Runs pop-up displays the patient name, order choice name, and a table with a row for every test and a column for every run that has been saved for the order choice.

The current results are selected when the pop-up opens. The runs are organized with the most recent run appearing on the left, and the oldest run appearing on the right. Select a different set of results by selecting on any of the results, or by selecting on the corresponding option for the run. Only an entire set of reruns can be selected; you cannot select individual results from different sets to report. 

After selecting the desired set, select Save to close the Review Additional Runs pop-up and place the results for the selected run into the Approve Results pop-up. From there, select one of the Approve buttons to approve the set, Save to save the selected set, or Cancel to undo the changes that have been made.


Results Table

Select

Select the checkbox in this column to select a row's test result.

Tests that have not yet been approved will be selected by default. Only selected tests will be approved and/or saved.

Delta

This column notes if a test has failed delta checks.

FlagThis column notes if there is a flag on the test. Hover over the flag with your mouse pointer to view description text about the flag, if available.
Instrument FlagsThis column displays any instrument error/warning flags that a result may have in a comma-delimited list.
Test

This column displays the name of the test.

Select the blue link of the test name to open the Previous Results pop-up. The Previous Results pop-up shows the current result and all the patient's previous results for the same test that was selected on. A previous result is defined as a saved result that is on a sample that was collected at the same time as or before when the current result's sample was collected. This includes all runs that were done for the test, even if they were not approved.

Each test run will have a column for the Order IDSample IDCollection Date/TimeRun Date/TimeResultFlagReference RangeApproved Date/TimeInstrument, and Supp. Select the blue link to display the QC Result pop-up for the test. The pop-up allows you to either show previous results or show the QC analysis. The QC Analysis button behaves the same as the button on the Review QC page and the QC Lots page, except that the lot and test selections are skipped entirely only to show the specific selected test. Select the Show Previous Results button to view previous results on the Previous Results pop-up. Select Cancel to close the pop-up.

Note

No changes can be made from the Previous Results pop-up. It exists for informational purposes only.

Supp.

Select this checkbox to suppress and unsuppress results. Individual tests can be suppressed.

Selecting the checkbox puts a line through the test name to signify that the test is suppressed. Select the column header to toggle whether or not all the tests are suppressed for the order choice.

Prefix

Select an option from this drop-down list to display the prefix for the result: <<=>, or >=.

Depending on what is selected, text appears in the Comments and Name sections underneath the table.

Result

Enter a value in the Numeric field, and/or enter a text result in the Text field.

When the NumericTextPrefix, and Flag columns are cleared, order choices return to the No Results tab.

Note

Results with Westgard Violations that exceed two standard deviations display in red.

Results with Westgard Violations that exceed three standard deviations display in bold red.

Results with Westgard Violations that are within two standard deviations display in bold orange.

Reported Result

This column displays what will be reported when the result is approved.

If a threshold is triggered, the Reported ResultFlag, and Reference Range columns will be updated to show values set on the threshold. After selecting a test to see previous tests, results display in gray if they are suppressed or if the test is non-reportable.

Run Date/TimeThis column displays the most recent run date/time for the test. The column is empty if the test has not been resulted.
Appr. By

This column will be blank for results that have not been approved.

For results that have been approved, it displays:

  • The CLIA signature of the person who approved the result
  • The text "System" if the result was automatically approved by the system
  • The text "Unknown" if the system cannot determine how the result was approved for any reason.
Appr. Date/Time

This column will be blank for results that have not been approved.

For results that have been approved, it displays the date and time that the result was approved for approved results. 

Reference RangeThis column displays the reference range of the test.
Previous ResultThis column displays the patient's previous result for the test, followed by the run date/time in parenthesis.
OperatorThis column displays the name of the operator.
Origin

This column displays information about where the result came from.

  • Default value set by the system: "System."
  • Manually added value: CLIA signature of the user who added the result. 
  • Value set by a formula: Name of the formula that added the result. 
  • Value set by a result evaluation rule: Name of the rule that added the result. 
  • Value set by an instrument: Name of the instrument that added the result.
CommentsThis section displays comments, if available. Select hide section to close the section.
Triggered RulesThis section displays result evaluation rules, if available. If no rules exist, the message "No result evaluation rules have triggered for this order choice" is displayed.
Instrument FlagsThis section displays instrument flags, if available. If no flags exist, the message "No instrument flags exist for this order choice" is displayed. Select hide section to close the section.


Buttons

Document Criticals

Select this button to open the Critical Result Documentation Pop-up.

Note

This button is only visible if enabled on AdminCenter > System Setup > Testing Facilities.

Document Deltas

Select this button to open the Delta Failure Documentation Pop-up.

Note

This button is only visible if enabled on AdminCenter > System Setup > Testing Facilities.

Document Out-of-Range QC

 Select this button to open the Out-of-Range QC Result Documentation Pop-up.

Note

This button is only visible if the setting Enforce documentation of out-of-range QC results prior to approval is enabled at AdminCenter > System Setup > Testing Facilities.

ApproveSelect this button to approve the results.
Approve and Print

Select this button to approve the entered results and to open the Lab Report pop-up.

On the Lab Report pop-up:

  • Select the Show historical results checkbox to have the lab report display historical results on the report.
  • Select the Limit Order Choices Displayed checkbox to have the lab report display limited order choices on the report.
  • Select Options to view a panel of options. Select either RedeliverDelivery HistoryComments, or Graph from the panel. These options will take you to the Result Delivery page.
  • Select Deliver to view a panel of delivery options. Select either Print, UserExternal RecipientLocation, or Host from the panel to configure as the delivery option.
    • User: Select either Direct Printing, RAPSEmailInbox, or Fax from the panel.
    • External Recipient: Select either Direct PrintingRAPSEmail, or Fax from the panel.
    • Location: Select either Direct Printing, RAPSEmailInbox, or Fax from the panel.
    • Host: Select Fax from the panel.
  • Select Refresh to refresh the page.
  • Enter text in the Display Order Choices search-as-you-type field to select specific order choices to appear in the lab report.
  • Select Close Window to close the Lab Report pop-up and return to the No Results tab.
SaveSelect this button to save the changes made on the pop-up.
Amend Results

Select this button after editing a result to amend the result. 

Note

This button is available if you edit an approved result.

CancelSelect this button to close the pop-up without saving any changes.


Quality Control

For QC, the header and order choice bar displays information relevant to QC.

Control NameDisplays the QC control name.
Lot NumberDisplays the QC lot number.
Sample IDDisplays the sample ID.
Order IDDisplays the order ID. The Order ID link only has the Labels option.
Order DateDisplays the order date.
CommentsDisplays the ability to add comments. See above for more information.
Linked Documents

Select the linked documents icon button to navigate to the Linked Documents page.

Select Linked Documents for more information.

QCSelect the blue link to view more information on the QC.
NameDisplays the name of the QC.
Testing Instrument

This field displays the instrument. This is a required field.

Select the vertical ... button to toggle whether auto-approval for an instrument is enabled or disabled. The option appears in the format Enable XXX Auto-approval or Disable XXX Auto-approval. Select the button to enable/disable the instrument.

For microbiology and clinical order choices, the ellipsis option appears displaying a list of instruments associated with the order choice results. Toggle the auto-approval setting on those instruments from this list.

Operator

Enter text in this search-as-you-type field to select the name of the operator.

Reagent Lot

Enter text in this search-as-you-type field to select the name of the reagent lot.

Testing Section

Displays the testing section.

Vertical Ellipsis

Allows for bulk actions to be performed on selected tests.


Bulk Actions

  • Numeric Result: Select this option and enter a numeric result to set numeric results for all selected tests.
  • Text Result: Select this option and enter text to set text results for all selected tests.
  • Add Result-Level Comment: Select this option and enter text to enter test-level comments for all selected tests.
  • Perform Action: Select this option to enable options to approve selected results, request reruns, or suppress test results.
Comments

Select this button to open the Comments pop-up.

Note

The button appears in the form of a comment bubble button.

The pop-up is split into four tabs: Patient CommentsOrder CommentsOrder Choice Comments, and Result Comments.

The tab tables display information in the following columns: Entered, Comment, Display on lab report, Display on requisition and manifest, Display on form letter, Send to host electronically, Copy comment on next standing order creation, Always Display, and Delete.

  • Enter text into the PatientOrder, and Order Choice search-as-you-type fields. 
  • Select Add to add a patient comment via the Edit Order Comment pop-up. 
    • Select the ellipsis button to add a quick comment via the Quick Comments pop-up.
    • Select the Display on lab report checkbox to have the comment displayed on the lab report.
    • Select the Display on requisition and manifest checkbox to have the comment displayed on the requisition and manifest.
    • Select the Display on form letter checkbox to have the comment displayed on the lab report.
    • Select the Send to host electronically checkbox to have the comment send to the host electronically.
    • Select the Copy comment on next standing order creation checkbox to have the comment automatically copied on the next standing order creation.
    • Select the Display when reviewing results checkbox to have the comment open in a pop-up immediately upon opening Review Results.
    • Select Insert Date/Time to insert the date/time in to the field.
    • Select Save to save any changes made on the pop-up, or select Cancel to navigate back to the Comments pop-up without saving changes.
  • Select an option from the drop-down list on the Result Comments tab.
    • Select either Select a test to view comments or user-defined options.
    • View comments in the Result Comments Summary section, if available.
  • Select OK to navigate back to the Review Results pop-up.