Description
Use the Create Manifest page to build a printed list of samples being transported from one site to another.
Access
- TaskCenter > Manage Samples > Create Manifest
- Select the name of a manifest on the Manifest Search page.
- Select Go on the Clients tab of the Client Services page.
Technical Manual
Buttons
| View Existing Manifest | Select this button to exclude the manifest filter settings and to open the Manifest Search page. |
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Manifest Filter
Enter filter options to limit the number of possible matching results. If you use all filtering options, the system will only display those results that match all parameters specified.
You may set the default value for several of these settings on the Application page.
| Collection Location | Enter one or more characters or select the search icon to select the appropriate location from this drop-down list. This limits the displayed manifests to those that have the selected collection location. This field is required. Select X to clear this field. System clinical users have the All option for this field to search through all collection locations. Note If you searched for samples from All locations, and if there are samples from more than one lab, the system displays the samples for all labs sorted and grouped by lab name. |
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| Entered By | Enter one or more characters or select the search icon to select the appropriate name. This filter component will limit the results on the Create Manifest page by the staff member who entered the order. Select X to clear this field. |
| Lab | Select in or enter text into the search-as-you-type field to select a lab. This field is required. When creating the manifest, the system will only search for samples that were collected from the selected labs. |
| Show cancelled orders | Select this option to include in the list any samples that are on cancelled orders. |
| Show samples collected/ordered in the past __ ___ | Select the type of sample action (collected or ordered), then enter a number and select a unit of time as the limit for how recently the samples were collected or ordered. The system will only search for samples that were collected or ordered within that time frame. For example, if you select collected, enter 5, and select days, the system will display only those samples where the sample collection occurred within the last five days. Your settings for this option affect the search results at the bottom of the page, what labs are available in the Labs drop-down list, and what existing manifests appear when you select View Existing Manifest. |
| Show samples on other manifests | Select this option to display samples on the list even if they have already been added to another manifest. |
| Exclude samples with results | Select this option to exclude samples for order choices that have results. |
| Show samples collected/ordered in the date range | Select this option and choose the set of start and end dates to limit the search results by. The system will only search for samples that were collected or ordered within that time frame. Select Now to enter the current date and time. Select Clear to clear the start or end date/time. |
| Show collected samples not on a manifest | Select this option to display all samples for the selected lab (or all labs) that have not been added to a manifest yet. |
| Select samples manually | Select this option to manually select an order or sample by entering the order ID or sample ID in the Order ID/SID field. You may also simply bar code scan orders or samples while this page is open to manually select them. |
| Order ID/SID | Enter the order ID or sample ID you wish to manually select, then select Add to add the order or sample to the manifest list. |
| Display most recently scanned samples first | Select the checkbox to have the system display the most recently scanned samples first when selecting samples manually on the Create Manifest page. When selected, samples will be sorted in the order that they were scanned in, with the newest being at the top. |
| Display most recently scanned samples last | Select the checkbox to have the system display the most recently scanned samples last when selecting samples manually on the Create Manifest page. |
Manifest
| Create Manifest | Once you have the desired samples selected for the manifest, select this button to create the manifest.
The Print Manifest page appears, allowing you to print the manifest that includes the samples you are sending to a location. After you print the manifest, select < Back to Create Manifest to return to the Create Manifest page. The page changes to exclude the manifest filter settings, and the features change to those available when you are viewing an existing manifest. Note If you searched for samples from All labs and then selected samples from multiple labs, for the initial print job, the system creates a separate manifest for each lab, then combines the manifests to form one PDF file that contains the samples for all selected labs for orders placed by members of your practice. After you view the combined manifests, select Back to Create Manifest to return to the Create Manifest page to view all manifests, sorted by lab, that you just viewed and printed. Select Create Manifest to reprint the entire print job for All labs. Once you exit this page, you will no longer be able to print a manifest for All labs as one print job. However, you will be able to reprint manifests for individual labs. |
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| Refresh | Once you have the desired settings for the manifest filter, select this button to update the list in the Manifest section. By default, the list is sorted by patient name and then order ID. However, depending on the Advanced Configuration Options for the system, the system may sort the results by order ID. If you searched for samples from All locations, and if there are samples from more than one lab, the system displays the samples for all labs sorted and grouped by lab name. |
Manifest Table
| Total rows selected | Displays the number of rows selected. As you select or deselect samples, the program updates this field. |
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| Clear | Select this button to clear the table. |
| Show _ entries | If the list of results is longer than one page, enter a number in this field to display more entries or use the page arrows to navigate through the list. The program defaults to 10 per page, and displays the total number of items based on your search. |
| Sample Collection Location | Displays the sample collection location. |
| Select | Select this checkbox to add a sample to the manifest. Clear this checkbox to remove a sample from the manifest. Select the Select column header to select or deselect all. By default, all the collected samples that matched your filter criteria are selected for inclusion on the manifest. Depending on the settings for your location, the system will select the Select checkbox automatically when you scan a bar code for a sample while you are on this page. |
| Order ID | Displays the identifying number for the order that was assigned when the order was placed. If the order was saved as a standing order (multiple occurrences of the same order), an (S) will appear next to the order ID. Select an Order ID link to open a contextual menu with page options. Select the page you wish to open for the selected order. Note that some options may not be available.
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| Patient | Displays the name of the patient. |
| Sample ID | Displays the identifying number for each sample within an order. |
| Collection Date/Time | Displays the date and time the sample was collected. |
| Order Date/Time | Displays the date and time the order was placed. |
| Order Choices | Displays the order choices included in the order. |
| Host Codes | Displays the host codes for the order. |
| Proposed Collection Location | Displays the name of the collection location. |
