TaskCenter 12.1

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Description

The Work in Progress page displays the active order choices with defined testing facility tests, allowing users to manage results.

Access

TaskCenter > Manage Testing > Work in Progress

Note

You can also access Work in Progress by selecting a Sample ID or Order ID link in the system and selecting Work in Progress from the menu that displays. The information for the selected sample or order is listed in an ad-hoc tab on Work in Progress. 


Tabs

The tabs that appear on the Work in Progress page can be defined on:

  • AdminCenter > System Setup > System Defaults > Miscellaneous Settings tab > Work in Progress Tab Configuration button
  • AdminCenter > System Setup > Locations > Add or Edit a location > Signed-in Location tab > Work in Progress Tab Configuration button

The tabs defined on the signed-in location will override the system-level tabs.


Technical Manual

Results Tabs

show filter/hide filterSelect this text to expand or collapse the filter options.
Bulk Actions

Select an option from this drop-down list to perform a bulk action: Change Workflow Status, Open in Series, Open in Batch, or Assign AP Cases (only available with an AP license).

Note

The Bulk Actions button is not available with Orchard Point-of-Care.


Change Workflow Status: Workflows are used to keep track of order choices as they move throughout the laboratory from receipt to completion. Use this action to update the workflow status to the next status in the workflow. If the appropriate role right is enabled, you can manually change the workflow status to other statuses as well.

  • Set to Next Workflow Status: By default, any user can access this option, 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.
  • Next Statuses: This option appears in the Change Workflow Status contextual menu if you have the Allow user to manually change workflow statuses (TaskCenter > Manage Testing > Work in Progress) role right. This option 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.
  • All Statuses: This option appears in the Change Workflow Status contextual menu if you have the Allow user to manually change workflow statuses to any status (TaskCenter > Manage Testing > Work in Progress) role right. This option 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.

Open in Series: Opens the Review Results or Advanced Review Results pop-up for each selected order choice in a worklist fashion, where you can use a next button to move between results.

Open in Batch: Opens the selected order choices in the Batch Review Results pop-up to work with results in bulk.

Assign AP Cases: Allows you to assign AP cases to a user in bulk. Select the Assign AP Cases option from the Bulk Actions menu to access the Assign AP Cases pop-up, where you can assign the cases you selected to a certain user.

  • Assign Case(s) to: Select or enter text in the search-as-you-type field to search for and select a user to assign the cases to. The system will display a list of users with roles that allow access to all of the selected cases and their testing facilities.
  • Assign to Selected: Select this button to assign the cases to the user selected in the Assign Case(s) to field.
  • Assign to me: Select this button to quickly assign the cases to the current signed-in user. This option is available only if the current signed-in user is allowed access to all of the selected cases and their testing facilities.
  • Unassign: Select this button to remove a user from the selected cases.

GYN Screening

Resume Screening

This button is only available for users who are Primary Screeners in anatomic pathology GYN cytology cases.


Select the GYN Screening button to open the GYN Cytology Primary Screening pop-up, where you can begin screening anatomic pathology cytology cases via the AP Worksheet.

Select the Resume Screening button to open the GYN Cytology Primary Screening pop-up and continue working on your primary screening session after pausing it.

See GYN Cytology Primary Screening Pop-up. 

Match Results

Select this button to display the Match Results pop-up to view unmatched results. 

The pop-up only displays unmatched results for instrument messages where the instrument's location is the same as the signed-in user's signed-in location, or unmatched results for instrument messages that did not match to an instrument. Select OK to close the pop-up. The list of unmatched results has columns for the created time, device engine, instrument, workflow ID, information, and editing.

  • Created: Displays the time the unmatched result record was created.
  • Device Engine: Displays the device engine the results came from.
  • Instrument: Displays the instrument the results came from, unless no instrument could be determined for the instrument.
  • Workflow ID: Displays the workflow ID that was parsed from the message.
  • Operator ID: Displays the operator ID.
  • Info: Displays a brief description of what was wrong with the message. The current possibilities are Bad Workflow ID, Bad Instrument ID, and Bad Operator ID.
  • Edit: Select Edit to attempt to fix and rerun the result message on the Rerun Unmatched Result pop-up. When the pop-up is displayed, a new column appears to display which unmatched result was last viewed or edited. The column has no header, but an arrow appears that points to the last viewed record on the table. Use the Override Workflow ID field to override the workflow ID. Use the Override Operator ID to override the operator ID. Use the Override Instrument search-as-you-type field to override the instrument. Any fields that are left blank will not override the value that was received in the message. Select Save and Rerun to set the overrides for the message, and the message will be rerun. After the message reruns, you'll be notified by an alert stating whether or not the message was successfully rerun, and the Work in Progress page and Match Results pop-up data tables will be refreshed. Select Cancel to close the pop-up without making any changes and not rerunning the message.
  • Delete: Select to delete the record from the program. The button triggers a confirmation pop-up before deleting the match result entry for the associated row. The Delete Record? pop-up alert is displayed. Select Yes to delete the record or select No to close the pop-up without deleting the record.
Automatically refresh every ___ secondsSelect this checkbox and enter a value in the field to automatically refresh the page with new results. The default value is 60 seconds.


Work in Progress Filter

Filter date range asSelect an option from this drop-down list to specify how the date range should be filtered: Draw Date, Order Date, Received Date, Run Date or Turnaround Time.
Start

Enter values in the fields to configure a date/time range to filter results by, or select the calendar icon to select a date. The time between the start date and end date must not exceed 90 days.

  • Select Now to enter the current date/time in the fields.
  • Select Clear to clear date/time values from the fields.
End

Enter values in the fields to configure a date/time range to filter results by, or select the calendar icon to select a date. The time between the start date and end date must not exceed 90 days.

  • Select Now to enter the current date/time in the fields.
  • Select Clear to clear date/time values from the fields.
Ordering LocationSelect inside or enter text in this search-as-you-type field to filter results by ordering location. 
Ordering ProviderSelect inside or enter text in this search-as-you-type field to filter results by ordering provider. 
Patient Select inside or enter text in this search-as-you-type field to filter results by patient. 
OperatorSelect inside or enter text in this search-as-you-type field to filter results by operator.
Testing SectionSelect inside or enter text in this search-as-you-type field to filter results by testing location.
PrioritySelect an option from this drop-down list to filter results based on the priority: All, STAT, ASAP, or Routine.
SeveritySelect an option from this drop-down list to filter results based on the severity: All, Normal, Abnormal, Critical, or Abnormal or Critical.
Order Choices 

Select inside or enter text in this field to filter results by specific order choice(s).

  • Select the order choice name or the checkbox in the Select column to add an order choice to the table.
  • Clear the Select checkbox or select on the name of an order choice in the table to remove the order choice from the field.
Sample IDEnter text in this field to filter based on sample ID.
Order IDEnter text in this field to filter based on order ID.
Batch IDEnter text in this field to filter based on the batch ID.
Existing Results

Select an option from this drop-down list to filter results based on existing results: No Results, Unapproved Results, or Approved Results.

  • No Results: Only displays order choices that do not have results. Additionally, other filters that do not apply will be disabled, such as the Operator and Instrument Type filters. 
  • Unapproved Results: Only displays order choices that have results but have not yet been approved. 
  • Approved Results: Only displays order choices with results that have been approved. 

The drop-down list defaults to Unapproved Results when no custom filter is defined for the tab or the user's signed-in location.


Results Table

The results table on the Work in Progress page displays all the active order choices, or just the ones you've filtered.

PriorityDisplays the priority status.
Patient MRNDisplays the patient's MRN.
PatientDisplays the patient's name.
Sample ID

Displays the sample ID.

Note

For microbiology order choices, this column only displays the sample ID for parent samples.

Order ChoiceDisplays the order choice for the patient.
Draw DateDisplays the draw date and time in the format MM/DD/YYYY HH:MM. This column is sorted in a descending order by default.
Ordering ProviderDisplays the ordering provider.
Ordering LocationDisplays the ordering location.
Testing SectionDisplays the testing section.
Results

Double-click a result row to open the Basic Review Results Pop-up or the Advanced Review Results Pop-up. You can also open the Basic Review Results Pop-up or the Advanced Review Results Pop-up with multiple order choices selected. Select multiple rows using Ctrl+click or Shift+click, hold that key down, and double-click one of the rows.


Note

If it is a hematology result row, double-clicking it will open the Hematology Review Results Pop-up.


Note

If it is a microbiology result row, double-clicking it will open either the Microbiology Media Setup Pop-up or the Microbiology Work Card Pop-up.

Note

If it is an anatomic pathology result row, double-clicking it will open either the AP Case Setup Pop-up or the AP Worksheet.

AP GYN Cytology

  • If you are a Primary Screener or QC Screener and double-click a nonfinal AP GYN Cytology order choice without selecting the GYN Screening button, a pop-up appears stating that the case has not been primary screened yet. The pop-up will ask if you'd like to start a cytology screening session or open the case in read-only mode. You can choose to close the AP Worksheet, open the worksheet in read-only mode, or start a cytology screening session. If the case is already being screened by another user, the system will display an error message that the case is locked; however, if you have the appropriate permissions, you can take that case from the other screener by selecting Claim Case As Is.
  • If you are a Primary Screener or QC Screener and double-click a nonfinal AP GYN Cytology order choice that requires a pathologist's review, a pop-up appears stating that the case is in read-only mode and cannot be edited.
  • If you are a pathologist user and double-click on an AP GYN Cytology order choice, the AP Worksheet will open in read-only mode if you do not have a state license for the order's ordering location. The system won't let you edit or sign the case.
  • If you are a pathologist user and open an AP case that has not yet been primary screened, the system displays a warning allowing you to continue or cancel. 
Print ListSelect the printer icon to print the list of order choices in the table. The Print Options pop-up appears, allowing you to select the Only Print Selected Rows checkbox. Select the checkbox to print only the rows selected in the table. Select OK to print.
Export List

Select the down-arrow icon to export the list of order choices in the table. The Export Options pop-up appears, allowing you to choose a Delimiter (Comma, Double quotes and comma, Semicolon, Tab, or Vertical bar) and/or select the Only Export Selected Rows checkbox. 

If rows were selected on the Work in Progress page before selecting Export List, you can select Only Export Selected Rows to limit the export to the rows selected. The export file contains any of the column view columns visible at the time of the export.

Manage ColumnsSelect the columns icon to open the Configure Columns pop-up, where you can rearrange, add, or remove the table columns for this user and this session. 


User-configured Tabs

You can configure the tabs on the Work in Progress page by selecting the plus-sign icon on the tab at the top of the page.


+

Select the + tab to open the New or Edit Tab Configuration Pop-up.

Note

You must have the Add New or Saved Tab Configurations to Work in Progress role right to use this option.

Vertical Ellipsis

Select an option from the vertical ellipsis located on the right side of each tab.

  • Edit: Select this option to open the New or Edit Tab Configuration Pop-up to edit or create new tab configurations.
  • Copy: Select this option to copy a tab configuration.
  • Remove: Select this option to remove a tab. If the current tab is removed, the page will reload, and the first tab in the list will be selected. If all tabs are removed, a generic Results tab will be added to the page. 

Note

The Results tab cannot be removed until another tab has been added.

Note

The custom filter selected on the New or Edit Tab Configuration Pop-up overrides the custom filter defined at the signed-in location level, if it is selected. If a custom filter is not selected, the page will use the signed-in custom filter as usual.


Note

When you change tabs, the tab loads with its own default custom filter setting rather than copying the values from the previous tab. If you then change back to the previous tab, it still has the values that were in the filter when you left the tab. This will also be reflected in the order choice count listed on each tab.