Collect Samples

Select this checkbox to filter by specific information: 

• Patient Last Name
• Patient First Name
• Patient Sex
• DOB
• Patient ID
• Patient ID 2
• Patient ID 3
• Patient SSN
• Encounter ID

Enter text or select in this search-as-you-type field to select the collection location, if needed. Based on the location administration settings, the system selects the appropriate collection location by default.

Select the search icon to select a different location.

Select this link (or press Alt+U) to view or modify the patient's demographic information. See the Demographics topic.

Depending on the settings on the Application page or the Users page, this page may appear in a pop-up so you may easily view or edit patient information without leaving the Collect Samples page.

Select this link (or press Alt+I) to view or modify the patient's insurance information. See the Insurance topic.

Depending on the settings on the Application page or the Users page, this page may appear in a pop-up so you may easily view or edit patient information without leaving the Collect Samples page.

Select this link to open a contextual menu and select the action you wish to take for the selected patient: 

• New Order: Place an order for the patient on the Order Patient Samples page. 
• Collect Samples: Collect samples for all orders for the patient that are ready for collection. 
• Blank Patient Requisition: View or print a blank requisition from the View PDF page. 
  • When creating blank requisitions, the system attempts to use the format selected for your signed-in location, if available. If not, the system uses the system default format. If the location's format is set to use the system default, and if the system default format is set to None, the system disables access to create blank requisitions.
• Patient Labels: Print the system default patient-type labels. 
• Change Log: View the change log for the selected patient on the Change Log page, if you have the rights to do so. 

Select this link to open a contextual menu and select the page you wish to open for the selected order. Note that some options may not be available.

• Review Order: Select this option to view the order on the Order Patient Samples page. See Order Patient Samples.
• Samples: Select this option to collect samples for the order on the Collect Samples page.
• Labels: Select this option to print master and tube labels on the Print Labels page. See Print Labels. Note that this option may be disabled depending on the administration settings for your signed-in location.
• Requisition: Select this option to print requisition(s) for the order on the Requisition(s) page. See Requisitions.
• Change Log: Select this option to view the change log for the selected order. See Change Log. Note that you must have the necessary security right to access the Change Log page.
• Lab Report: Select this option to create a lab report of the order on the Lab Report page. See Lab Report.
• Work in Progress: Select this option to open the selected order in a temporary tab in Work in Progress, where all the information related to the selected order is listed.

Select this button to to print labels for samples in the order.

When printing labels, the system generates tube labels for all newly collected samples and generates summary and lab labels according to the current label printing configuration.

The system displays the Fasting and Hours fields unless they are disabled for your signed-in location. If they are available, you may select No, Yes, Unknown, or N/A from the Fasting list to indicate whether fasting is required for the current order.

If you select Yes, enter the number of hours the patient fasted before submitting the sample in the Hours field.

Select Save to record the changes to the fasting values.

Select the ellipsis button to open the contextual menu and select an option:

• Sample Inquiry
• Transfer
• Dispose
• Order
• Patient

This column displays abbreviations of the order choice(s) that will be tested on the sample and their priority.

This column also displays an X that can be used to cancel the order choice.

If more than one order choice is associated with a sample, the Split button becomes visible allowing a user to split the order choice onto a separate order.

Select the arrow button in this column to reverse the collection of a sample. This column and button only appear if you have the necessary right associated with your assigned role.

When you uncollect a sample, the system:

1. Prompts you to enter a reason for uncollecting the sample(s) on the Uncollect Order page. See the Uncollect Order topic. Once you uncollect a sample, the system displays a Reason link in the Uncollect column. Select this link to view or edit the reason the sample was uncollected. This link is only visible while the sample is in an uncollected state.
2. Has text shortcuts functionality. For more information on using text shortcuts, navigate to the Using Text Shortcuts topic.
3. Discards the data stored for collector, collection time, and collection location, and it cancels the fact that it has been put on a manifest.
4. Sends out a cancel message for associated order choices if the lab accepts that type of message.
5. Marks any original billing files as Superseded and creates a credit file if a billing record had been created when the sample was marked collected.

Select Save to record all changes.

Select the X button in this column to access the Reject Sample page. 

To reverse the rejection, select the click here link the system displays in blue. This link is available as long as the order is on the Collect Samples page.

Select this button once you have completed collecting all the samples for the selected patient. The system saves the changes and clears the page.

If the sample is part of a standing order and you just collected the last samples for the last order in the series, the system prompts you to print a summary of the newly finished standing order. Select Yes to print the standing order summary.