Description

The Advanced Review Results pop-up allows you to view test results for the patient. Use the pop-up to provide additional tools and functionality required when reviewing results for Orchard Enterprise Lab clients. 


Advanced Review Results contains advanced features that bring a refined experience to your process of reviewing results. The pop-up is carefully designed with the intent of providing more information to the technologist, but in a clean and organized manner. The most important information is directly visible, and you can see additional information, as needed, by simply hovering over an icon or by drilling down further with a single click. Colorful icons help guide your eye and also act as an indicator, such as if a comment or flag is present. There is a lot of powerful functionality built into this pop-up.

Associated tasks relevant to this feature:

  • Entering Results
  • Reviewing Results
  • Approving Results
  • Mandatory Documentation
  • Amending Results

Note

To access Advanced Review Results, you must select the Advanced option from the Module drop-down list in AdminCenter > Order Choice Setup > Order Choices > add or edit an order choice.

Access

TaskCenter > Manage Testing > Work in Progress > double-click a result row



Technical Manual

Patient Information Header

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.
Sample IDDisplays the sample ID. Select the blue link of the sample ID to view information about that specific sample.
Collection Date/TimeDisplays the date/time of collection.
Container Type (Sample Type)Displays the type of container the sample is in.
Additional TestingDisplays other order choices on the order.
DiagnosesDisplays the diagnoses codes on the order.
FastingDisplays fasting status, 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.
Order IDDisplays the order ID. Select the blue link of the order ID to view information about that specific order.
Order DateDisplays the date the order was placed.
Ordering Provider

Displays the ordering provider.

Select the contact card 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.

OwnersVisible only for veterinary patients, this field displays the owner's name. Select the contact card icon next to Owners to open the Owners pop-up. Here, you can view the owner's contact information.
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 that opens the Owners pop-up and all subsequent pop-ups from it in a read-only state.

CC ListDisplays a list of possible recipients. 
Encounter IDDisplays the encounter ID.
Patient LocationDisplays the location of the patient.
Attending ProviderDisplays the name of the attending provider on the encounter.
CommentsSelect the comments bubble icon button to open the Comments pop-up, which you can use to add or edit patient, order, or order choice–level comments. Please see below for more information.
Attachments

Select the document icon button to navigate to the Attachments page.

Note

The button appears in the form of a document icon.


Top Header

Priority

Displays the priority given to the order. For example, Routine or ASAP.

The background color of the priority varies:

  • Green: Priority is Routine.
  • Orange: Priority is ASAP.
  • Red: Priority is STAT.
  • Blue: Priority is QC.
Order Choice

Displays the order choice(s).

Note

If you attempt to open multiple order choices on the Advanced Review Results pop-up with different lock types, you must have all necessary role rights in order to claim the locks; otherwise, the Advanced Review Results pop-up will not open when the order choices are selected together.

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

Triggered RuleDisplays a lightning bolt icon if a rule is triggered and the rule does not have a triggered test. Hover your mouse pointer over the icon to show a list of the rule names. Select the icon to view the list of rules and descriptions in a pop-up.
TAT

Displays the turnaround time for the order choice. The clock icon and the displayed time will change color depending on the turnaround time:

  • Black: Turnaround time is within normal range
  • Orange: Turnaround time is approaching overdue  
  • Red with time italicized: Turnaround time is less than 10 minutes remaining
  • Red with a plus sign before the time: Turnaround time is overdue

Note

Target turnaround times are configured on the Order Choices page.

Instrument

This field displays the instrument and instrument type if results are not yet present. If entering results manually, search for and select the instrument in the search-as-you-type field. This is a required field.

Select the vertical ellipsis 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.

Instrument Type

This field displays the instrument type if results are present or if the order choice can only be tested on one instrument type.

Department

Displays the department handling the testing for the order choice.

FlagDisplays the order choice–level flag, if present. Hover your mouse pointer over the flag to show a list of instrument flags available to the order choice.
Reruns (Clock Icon)

Select the clock icon button to open the Review Additional Runs pop-up. 

Note

The selected order choice must have existing results in order for runs to be shown 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 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.

Workflow Status

Displays the status of the order choice in the workflow.

If you have the appropriate security permissions, you can select the vertical ellipsis to manually change this workflow status if needed. Select the Bulk Actions (vertical ellipsis) button and then select Change Workflow Status from the menu, where you can select the workflow status to change the order choice to.

Bulk Actions (Vertical Ellipsis)

Select the vertical ellipsis button to open a menu with the following options:

  • Rerun All Tests: Select to rerun all tests in the list. If you want to rerun a specific test(s), select the row(s) for the appropriate test(s) and select Rerun Selected to prompt a rerun on that test.
  • Suppress All Tests: Select to suppress all tests in the list. If you want to suppress a specific test(s), select the row(s) for the appropriate test(s) to suppress and select Suppress Selected to suppress those results. By suppressing results, they will not appear on the laboratory report at approval.
  • Unsuppress All Tests: Select to unsuppress all tests in the list. If you want to unsuppress a specific test(s), select the row(s) for the previous suppressed test(s) and select Unsuppress Selected to unsuppress those results. 
  • Edit All Tests: Select to open the Bulk Edit Selected Results Pop-up, which allows you to bulk edit all tests in the list. You can make edits to a numeric result, text result, or add result-level comments. To edit specific test(s), select the row(s) for the appropriate test(s) to edit and select Edit Selected. The Bulk Edit Selected Results pop-up appears.
  • Change Workflow Status: Select to open a menu with options to move selected order choices to a different status:
    • By default, any user can access the Set to Next Workflow Status option in bulk actions, which moves all selected order choices to the next valid status, valid being defined as meeting all conditions and being a manual transition to the status.

    • If you have the Allow user to manually change workflow statuses (TaskCenter > Manage Testing > Work in Progress) role right, the Next Statuses option appears, which lists all statuses that the current order choice's status can reach regardless of conditions. Select one of the statuses to assign it to all currently selected order choices. Note that this contextual menu option will only display options if all selected order choices are on the same workflow and on the same status within that workflow.
    • If you have the Allow user to manually change workflow statuses to any status (TaskCenter > Manage Testing > Work in Progress) role right, the All Statuses option appears, which lists all statuses in the workflow. You can manually assign any status to the selected order choice. Note that this contextual menu option will only display options if all selected order choices are on the same workflow.
  • View Triggered Rules: Select to open the Triggered Rules pop-up, which displays a list of triggered result evaluation rules for the order choices in the list. If there are no triggered rules, the following text will display: "No result evaluation rules have triggered for this order choice."
  • View Instrument Flags: Select to open the Instrument Flags pop-up, which displays a list of instrument flags for the order choices in the list. If there are no triggered rules, the following text will display: "No instrument flags exist for this order choice." 
  • View Change Log: Select to open the order's Change Log.
  • Print Labels: Select to open the Print Labels pop-up, which allows you to print labels for the order.
  • Save and Preview Report: Select to open the Preview Report pop-up where you can view a PDF of the report.
  • Disable/Enable Auto-Approval: Select to toggle between 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
  • Cancel order choice: Select to cancel the order choice.
Comments

Select the comment bubble icon button to open the Comments pop-up.

The pop-up is split into four tabs: Patient Comments, Order Comments, Order 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 Patient, Order, 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 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.


Results Table

Alert (Bell Icon)

Displays any alerts assigned to the patient, which include the test flag (H, L, H! or L!) and delta icon. Hover your mouse pointer over the delta icon to see Delta Violation information.

Note

For toxicology confirmatory tests, you can manually change the result-level flags from this column. Select the drop-down list to select Normal, Abnormal, Critical, Abnormal Low, Abnormal High, Critical Low, or Critical High.

For this to work:

  • The toxicology confirmatory test must be set to Override with instrument reference ranges and units on the AdminCenter > Tests page.
  • A range must be defined for the result.
  • Must have a Toxicology license.
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. 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 ID, Sample ID, Collection Date/Time, Run Date/Time, Result, Flag, Reference Range, Approved Date/Time, Instrument, 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.

Prefix

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

Note

For toxicology confirmatory tests, you can suppress (or unsuppress) the prefix by right-clicking it and selecting Suppress (or Unsuppress). Suppressed results appear italicized and in a light gray color to differentiate them from the results to be reported. 

Result

Enter a value in the Numeric field, and/or enter a text result in the Text field. Hover your mouse pointer over the result fields to display the enterability type.

Patient results display in different colors based on severity:

  • Critical results display in bold red.
  • Abnormal results display in red.
  • Normal results display in black.

Note

Quality control results that exceed two standard deviations display in red.

Quality control results that exceed three standard deviations display in bold red.

Quality control results that are within two standard deviations display in black.

Note

For toxicology confirmatory test results, the first (numeric) field is for the numerical result and the second (text) field is for the interpretational result.

Note

For toxicology confirmatory tests, you can suppress (or unsuppress) the result by right-clicking it and selecting Suppress (or Unsuppress). Suppressed results appear italicized and in a light gray color to differentiate them from the results to be reported. 

Note

To approve toxicology confirmatory tests, at least one of the following fields must be filled in: Numeric, Qualitative, or and Consistency.

Consistency

Displays the consistency result for toxicology confirmatory order choices only. This field is required. 

Select a consistency result from the drop-down list:

  • Blank value
  • Consistent
  • Inconsistent


Note

For toxicology confirmatory tests, you can suppress (or unsuppress) the consistency result by right-clicking it and selecting Suppress (or Unsuppress). Suppressed results appear italicized and in a light gray color to differentiate them from the results to be reported. 

Note

To approve toxicology confirmatory tests, at least one of the following fields must be filled in: Numeric, Qualitative, or Consistency.

Normalized

Displays the normalized value for toxicology confirmatory tests. If the confirmatory test doesn't have a normalized result value defined in its test settings, the result entry field won't appear. 

Note

For toxicology confirmatory tests, you can suppress (or unsuppress) the normalized result by right-clicking it and selecting Suppress (or Unsuppress). Suppressed results appear italicized and in a light gray color to differentiate them from the results to be reported. 

UnitsDisplays the unit of measure the test uses.
Reference RangeThis column displays the reference range of the test.
Origin

This column displays information about where the result came from.

  • Default value set by the system without results present: "System."
  • Manually added value: CLIA signature of the user who added the result and the name of the instrument they are entering results on behalf of.
  • 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.
Instrument FlagThis column displays a red flag if test-level instrument error/warning flags are present. Hover your mouse pointer over the flag to view a list of test-level flags. Select the flag icon to open the Instrument Flags pop-up.
Run Date/TimeThis column displays the run date/time for the displayed result. The column is empty if the test has not been resulted.
CommentThis column displays a green comment icon if a comment is present on the test. Selecting the comment icon will open the Comments pop-up.
Reported Result

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

If a threshold is triggered, the Reported Result and Reference Range columns will be updated to show values set on the threshold.

Previous ResultThis column displays the previous result for the test, followed by the run date/time in parentheses.
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
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.


Button Options

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.

This button is not available when viewing QC results.

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.

This button is not available when viewing QC results.

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.

Clear Selection

Select this button to deselect individual tests. If no individual tests are selected, this button is not enabled.

Approve

Approve Selected

Select this button to approve the results.

If individual tests are selected, the button name will be Approve Selected to indicate you are only approving the selected tests rather than all of them.

Note

To approve toxicology confirmatory tests, at least one of the following fields must be filled in: Numeric, Qualitative, or and Consistency.

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 Header

For QC, the header and order choice display 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. 
Order DateDisplays the date the QC was ordered.
Ordered ByDisplays the name of the user who ordered the QC.
CommentsSelect to open the Comments pop-up, where you can add and work with order choice comments. See above for more information.
QCIndicates that this is a QC order choice.
NameDisplays the name of the QC.
StatusDisplays the status of the QC as Pending Results, Pass, or Fail.
Instrument TypeDisplays the instrument type for the QC order choice.
Testing Section

Displays the testing section.

Example

Serology Bench

Department

Displays the department.

Example

Chemistry

Vertical EllipsisSelect the button to display the following options:
  • Rerun All Tests: Select to rerun all tests in the list. If you want to rerun a specific test(s), select the row(s) for the appropriate test(s) and select Rerun Selected to prompt a rerun on that test.
  • Suppress All Tests: Select to suppress all tests in the list. If you want to suppress a specific test(s), select the row(s) for the appropriate test(s) to suppress and select Suppress Selected to suppress those results. By suppressing results, they will not appear on the laboratory report at approval.
  • Unsuppress All Tests: Select to unsuppress all tests in the list. If you want to unsuppress a specific test(s), select the row(s) for the previous suppressed test(s) and select Unsuppress Selected to unsuppress those results. 
  • Edit All Tests: Select to open the Bulk Edit Selected Results pop-up, which allows you to bulk edit all tests in the list. You can make edits to a numeric result, text result, or add result-level comments. To edit specific test(s), select the row(s) for the appropriate test(s) to edit and select Edit Selected. The Bulk Edit Selected Results pop-up appears.
  • View Triggered Rules: Select to open the Triggered Rules pop-up, which displays a list of triggered result evaluation rules for the order choices in the list. If there are no triggered rules, the following text will display: "No result evaluation rules have triggered for this order choice."
  • View Instrument Flags: Select to open the Instrument Flags pop-up, which displays a list of instrument flags for the order choices in the list. If there are no triggered rules, the following text will display: "No instrument flags exist for this order choice." 
  • View Change Log: Select to open the order's Change Log.
  • Print Labels: Select to open the Print Labels pop-up, which allows you to print labels for the QC order.
  • Disable/Enable Auto-Approval: Select to toggle between 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
  • Cancel order choice: Select to cancel the QC order choice.