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Description

Use the Anatomic Pathology (AP) Worksheet to electronically work up AP cases. When an AP order choice is ordered and the AP case is set up, the system will place the parts, protocols, and tests on the electronic AP Worksheet for workup.

The sections in the worksheet can be resized by dragging the edge of the section to the desired width and/or length.

As you make changes to the Case Materials, Pathology Report, and QA/QC and Flags sections of the worksheet, the new or edited items will appear in a blue color. These items will also have a blue Save icon next to them, indicating they have been modified but not yet saved. Additionally, at the bottom of the worksheet next to the Save button, the text "Changes are unsaved" will appear with the Save icon until you select Save.

Access

TaskCenter > Manage Testing > Work in Progress > double-click the row > AP Worksheet pop-up

Technical Manual

AP Worksheet Header

The Header section located at the top of the AP Worksheet pop-up shows patient demographic information and order and order choice information.

Patient

Displays the patient's name. Select the blue link to view patient demographics.

MRN

Displays the patient's medical record number.

DOB

Displays the patient's date of birth.

Age

Displays the patient's age.

Sex

Displays the sex of the patient.

Order ID

Displays the order ID number. Select the blue link to view specific information on the order.

Order Date/Time

Displays the ordered date and time.

Ordering Provider

Displays the name of the ordering provider.

Ordering Location

Displays the ordering location.

Priority

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

Order Choice

Displays the name of the order choice. For example, Surgical.

Collection Date/Time

Displays the collection date and time.

Select the collection date/time value to view and edit the collection date/time for the case and its specimens.

Received Date/Time

Displays the received date and time.

Case ID

Displays the case ID number. Select the blue link to view specific information on the case.

Digital Pathology Scan Status

If digital pathology is enabled (see Testing Facilities), the status of the digital slide scans will display in the header next to the Case ID.

Scan Pending: No external links exist.
Partial Scan: Some external links exist, but not all slides have external links.
Scan Complete: All slides have external links.

If external links are available, they'll display next to the case, part, block, or slide in the Case Materials section. Select a link to view the digital image via the external slide viewer program.

TAT

Displays the turnaround time. For example, 24 hours.

Case Assigned To

Displays the user assigned to the case.

Select to open the Assign AP Cases pop-up, where you can assign or reassign the case to a specific 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 case to. The list displays only active users with permission to be assigned the case.
Ordering Location States: Displays the states for the selected order choices. The state name's text is green if the currently selected user has a license for the state. The state name's text is red if the user does not have a license for the state.
Assign to Selected: Select to assign the case to the user selected in the Assign Case(s) to field above. The button will have green text if the selected user has a license for all the states listed and red text if the user does not have a license for all the states listed.
Assign Current User: Select to assign the case to the currently signed in user, if the currently signed in user has the appropriate role right. The button will have green text if the current user has a license for all the states listed and red text if the user does not have a license for all the states listed.
Unassign: Select to remove a user from the case. The Case Assigned To field on the AP Worksheet will display "Unassigned".

Changes made in this pop-up will not be saved until the AP Worksheet pop-up is saved.

Enter Data For

Select to set which user you are entering data for. The Entering Data For pop-up appears. Use the search-as-you-type field to select which user you're entering data for; the users that appear reflect the users defined on the AP Testing Facility Settings pop-up (see Users). The search results display the name of the user, their ID, and the state licenses they have. After you select a user, select the Enter Data for selected button to apply it to the AP Worksheet. To switch the user to yourself (if you have permissions), select the Enter Data For Myself button to apply it to the AP Worksheet. Select Cancel to return to the AP Worksheet without saving changes.

After you've changed the user you're entering data for, the Enter Data For field on the AP Worksheet header will display the name of the user you are entering data for. Select the name to change users.

You must have users defined on the AP Testing Facility Settings pop-up to see the Entering Data For pop-up and to select users to enter data for.

If you do not have permission to enter data for yourself on the AP Worksheet, the Enter Data For field on the AP Worksheet header will display Selection Required (configured on the AP Testing Facility Settings pop-up; see Users).

Workflow Status

Displays the workflow status. For example, Pending Gross.

Select to open a menu where you can manually change the workflow status on the case. The options are:

Set to Next Workflow Status: Set the case to the next stage of the workflow.
Next Statuses: Choose from a list of statuses that come next in the workflow.
All Statuses: Choose from a list of all statuses in the workflow.

You can configure the worksheet to advance to the next stage in the workflow upon scanning the bar code.

Report Status

Displays the status of the report. For example, Results Pending.

If the case has been opened on Amendment or Addendum, the Report Status text will display in red: Reopened for Amendment or Reopened for Addendum .

Department

Displays the name of the department. For example, Histology.

Bubble Icon

Select the button to add/edit comments on the pop-up.

You can add an order-level or order choice-level comment that will display upon opening the AP Worksheet. When adding or editing a comment, select the Display when reviewing results checkbox on the Edit Order Comment pop-up.

Document Icon

Select the button to add/edit documents associated with the pop-up.

Vertical Ellipsis

Select the button to open a menu with additional options:

Cancel Order Choice
Sample Inquiry
View Previously Issued Reports: Displayed in the menu if any reports have been issued for the case. Selecting this menu option opens the Previously Issued Reports pop-up that includes two lists of reports.
- Most Recently Issued reports are listed at the top and are organized by:
  - Type: The AP Report Type for the report record
  - Issued Date/Time: The date/time that the report was issued
  - Issued By: The user that issued the report
  - Signed By: The users whose signatures are associated with the report record
- Issued Report History reports are previously issued reports prior to the most recently issued reports and are also organized by Type, Issued Date/Time, Issued By, and Signed By. You can sort the Issued Date/Time column in this list. In the Signed By column, the primary signature is displayed in bold.
Create Work Request Item: Select this option to create a work request item. The Work Request pop-up opens, where you can select the type of work request to create. Your options are listed below. See Create Work Request Pop-up.
- Container Request
- Historical Materials
- Send Out Testing
- External Consult
- Deepers/Recuts
- Cut Through
- IHC Stain
- Special Stain
- General
My Worksheet View: Use the options in this section of the menu to display or hide information in the AP worksheet. The changes you make here will only apply to the currently signed-in user and are retained among worksheets and after signing in/out.
- Hide/Display Clinical Information
- Hide/Display Attachments
- Hide/Display QA/QC and Flags
- Hide/Display Patient History
- Hide/Display Potential Patient Matches
- Hide/Display Correlations

Case Materials

The Case Materials section located at the far left of the AP Worksheet pop-up displays all the items used in working up the case in tree view. The icons at the top of the section indicate how many parts, blocks, and slides are associated with the case. Right-click a part, block, or slide to access a contextual menu with options. Hover your mouse pointer over the item to see text for that item. When the Case Materials section has focus on the worksheet, it will be outlined, indicating you can use the keyboard to navigate the section. Use the keyboard arrow keys and press enter to open a menu. Press the left arrow to collapse a menu. Press the right arrow to expand.

When manually adding a test to a case, you can only add the test if it has an instrument at the testing facility that the case is routed to.

Available menu actions are different depending on whether the selected item is the case, a part, a block, or a slide.

When a user scans an AP bar code, the system will highlight the scanned item in the Case Materials section of the worksheet for a few seconds, confirming that the scanned ID matches the items on the Case. If the scanned item does not match an item on the Case, an alert will appear, displaying the ID of the scanned item, the Case ID of the opened AP Case, and a message alerting that the ID scanned does not match the current case. The user must select the Acknowledge button on the alert to close it.

You can configure the AP Worksheet so that when a user scans an AP bar code, the system will open the Print Labels pop-up if the scanned item has any child items such as parts, blocks, or slides. When the Print Labels pop-up opens, the child items will be automatically selected to print. If the scanned item does not have any child items, the system will confirm that the scanned ID matches the case, described above.

Configure these settings in AdminCenter > System Setup > Locations > Testing Section Settings tab.

Case Materials Section

Item Counts

Icon for Digital Pathology external links, Parts, Blocks, and Slides followed by the total number of each on the case.

Digital Pathology External Link

When the case, part, block, or slide has an external link to view digital slides via an external slide viewer program, a desktop computer icon appears next to the case, part, block, or slide. Select the icon to view the digital images from the slide viewer program. You can also use the Alt+L hotkey to open the case-level external link.

If the case, part, block, or slide does not have an external link (the images have not been scanned into the external slide viewer program yet), the icon will instead be an empty circle icon.

The Use Digital Pathology setting on Testing Facilities must be enabled for this feature to work.

Each case, part, block, or slide can only have one active external link at a time. If the system receives a new external link for an item (for example, new slide images available in the slide viewer program), the new link will replace the old link in the AP Worksheet.

Case Materials Menu

Right-click the case in the Case Materials section to display a contextual menu of options.

Print Labels	Select to open the Print Labels pop-up, which displays a table for the current AP case and a table listing each collection container on the case and options for printing labels for the containers. Case: Displays the number of AP cases selected in the table. Containers, Blocks, or Slides: Displays the number of AP collection containers, blocks, or slides on the case that are selected in the table. Override Default Label Printer: Use the search-as-you-type field to search for and select a different printer to print the selected items to. Select: Select the checkbox to select the item for label printing. The system automatically selects the items associated with the case materials you right-clicked in the Case Materials menu; however, you can select other items to print as well. AP ID: Displays the ID of the part that the collection container is associated with. Collection Date/Time: Displays the collection date and time of the listed part or container. Container Name: Displays the name of the container item. For the Slides table, this column also displays the stain test name; if there is no stain test name, the text Unstained will display. Case/Container Count: Displays the number of labels to print for this case or container. Enter the number of labels to print in the field. Hopper Value: Displays the default hopper value set on the Tube or Container Types page. If no default is set, the Specimen Source or Specimen Source Category hopper values are displayed instead. Enter the hopper value in the field, if different than the default. Label Printer: Displays the label printer that will print the label for this case or container. Use the search-as-you-type field to search for and select a label printer to use. Print Labels: Select the button to send the labels to the selected label printer. To the left of the Print Labels button, the system will display the total number of labels requested.
Edit Specimen Parts	Select to open the Specimen Part Details pop-up to make modifications to the specimen part. If the case has been opened on Amendment or Addendum, you cannot edit specimen parts.
Add Protocol	Select to open the Add Protocol pop-up, where you can add a protocol to the case. Use the Select Items field to search for and find protocols to add. Select Add Protocol to add it to the case. The action is added to the change log. The system will only add tests that have the current order choice listed in the Valid AP Order Choices for the test in test's settings. The system will only add tests to the case if the tests have an instrument at the order choice's testing facility.
Add Image Test	Select to open the Add Image Test pop-up, which allows you to select and add image tests to the case. Use the search-as-you-type field to search for and select image tests. Select Save to add the selected image tests in the list to the case on the AP Worksheet. From the worksheet, you can select the image test in the Attachments panel to open the Report Image pop-up to add an image.
Add Report Data	Select to open the Add Report Data pop-up, which allows you to select and add report data tests to the case. Use the search-as-you-type field to search for and select report data tests. Select Save to add the selected report data tests to the case.
Add Diagnosis	Select to open the Add Diagnosis pop-up, which allows you to select and add diagnosis tests to the case. Use the search-as-you-type field to search for and select diagnosis tests. Select Save to add the selected diagnosis tests to the case.
Add Turnaround Time	Select to open the Add Turnaround Time pop-up, which allows you to select a turnaround time test to the corresponding level (case, part, block, or slide). In the pop-up, use the search-as-you-type field to search for and select a turnaround time tests. Select Save to add the selected turnaround time tests to the case.
Add Quality Assurance	Select to open the Add Quality Assurance Tests pop-up, which allows you to select and add quality assurance tests to the case. Use the search-as-you-type field to search for and select quality assurance tests. Select Save to add the quality assurance tests to the case.
Add Correlation	Select to open the Add Correlation pop-up, which allows you to select and add case-level correlation tests to the case. Use the search-as-you-type field to search for and select correlation tests. Select Add to add the correlation tests to the case.

Protocol Menu

If a protocol was used to set up the case, the protocol's name is listed. Right-click the protocol to display a contextual menu.

Remove Protocol

Select to delete the protocol from the case. A confirmation pop-up will display all the tests in the protocol that will be deleted from the case. Select Remove Protocol to confirm. All tests on the case that were added by a protocol will be removed from the case and added to the change log.

You cannot remove a protocol if it is associated with reported results and the worksheet is in a Final Report Issued, Amended Report Issued, Addendum Report Issued, or Reopened for Addendum state.

You must have the appropriate role right to perform this action.

Specimen Parts Menu

Right-click a part in the Case Materials section to display a contextual menu of options.

Part ID	Displays the part ID: <Part ID Suffix><period character><space character><Specimen part name value> For example, A. Skin. Hover over the Part ID to display a menu with additional options: Copy ID to Clipboard: Select to copy the ID so you can paste it elsewhere. Sample Inquiry: Select to open the Sample Inquiry pop-up for the Parts related to the AP Collection Container record. Edit Specimen Part: Select to open the Specimen Part Details pop-up to make modifications to the specimen part. If you enter additional information in the specimen part fields, the system will display it in the specimen part descriptions in the Case Materials section. If the case has been opened on Amendment or Addendum, you cannot edit specimen parts. Remove Part: Select to remove the part. This action rejects the specimen part and all related test results. If the case has been opened on Amendment or Addendum, you cannot remove parts.
Focus Data on <Part Suffix> (Un)Focus Data on <Part Suffix>	Select Focus Data on <Part Suffix> to limit the tests on the rest of the worksheet to those related to the selected part and its children or at the case level. When you select this menu option: The report focuses on the selected part. The text "Focusing data on Specimen <Part Suffix>" appears directly beneath the report title. Select the Show All link next to this text to remove focus from the selected part. In the Case Materials section, the selected part is in bold font. Select (Un)Focus Data on <Part Suffix> to remove focus from the specific part.
Print Labels	Select to print a container label for the Parts related to the AP Collection Container.
Add Protocol	Select to open the Add Protocol pop-up, where you can add a protocol to the part. Use the Select Items field to search for and find protocols to add. Select Add Protocol to add it to the part. The action is added to the change log.
Add Image Test	Select to open the Add Image Test pop-up, which allows you to select and add image tests to the block. Use the search-as-you-type field to search for and select image tests. Select Save to add the selected image tests in the list to the part on the AP Worksheet. From the worksheet, you can select the image test in the Attachments panel to open the Report Image pop-up to add an image.
Add Report Data	Select to open the Add Report Data pop-up, which allows you to search for and select data tests to add to the part. Use the search-as-you-type field to search for and select report data tests. Select Save to add the selected report data tests to the part.
Add Diagnosis	Select to open the Add Diagnosis pop-up, which allows you to search for and select diagnosis tests to add to the part. Use the search-as-you-type field to search for and select diagnosis tests. Select Save to add the selected diagnosis tests to the part.
Add Quality Assurance	Select to open the Add Quality Assurance Tests pop-up, which allows you to search for and select quality assurance tests to add to the part. Use the search-as-you-type field to search for and select quality assurance tests. Select Save to add the quality assurance tests to the part.
Add Correlation	Select to open the Add Correlation pop-up, which allows you to select and add part-level correlation tests to the part. Use the search-as-you-type field to search for and select correlation tests. Select Add to add the correlation tests to the part.
Add Group	Select to open a list of AP Container Groups that have the current Case Order Choice listed in the Valid AP Order Choices that do not contain any Blocks. All Slides added must have their associated Stain applied based on the settings in the AP Container Group.
Add Block	Select to open a list of AP Containers with the Block type. You can set the quantity of Blocks to add. You can configure your system to automatically open the AP Labels pop-up after adding a block and saving the worksheet via AdminCenter > System Setup > Locations > Testing Section Settings tab.
Add Slide	Select to open the Add Slides and Stains pop-up. To add new slides to the slide table, search for and select a slide from the Select a slide to add search-as-you-type field. Each slide in the slide table includes the following columns: X: Select the X button to remove the slide from the table. Order: The number listed in the column indicates the slide's order number in the list. The system will assign IDs in first-to-last order in the list. Slide: The name of the slide. Stains: Search for and select a stain to add to the corresponding slide. You can search by test name or abbreviation in the Select a stain to add search-as-you-type field. You cannot add more than one stain to the stain table. If you select another stain, the system will replace the existing stain on the table. The text "UNSTAINED" is displayed in this area when the pop-up is first opened or a new slide section is added. Your system may be set up to automatically add a default stain to the slide you're adding. If so, the default stain will already be listed in the stain table. Sort: Select and drag the equal-sign button to organize the slides in the desired order. Add Slides and Stains: Select the button to add all of the slides, stains, and notes listed in the table to the initially selected case material. You can configure your system to automatically open the AP Labels pop-up after adding a slide and saving the worksheet via AdminCenter > System Setup > Locations > Testing Section Settings tab.
Pin Icon	Visible when the Focus Data on # setting has been set.

Block Menu

Block ID	Suffix starting with Block followed by AP Container Name value. Hover over the Block ID to display a menu with additional options: Copy ID to Clipboard: Select to copy the ID for pasting elsewhere. Sample Inquiry: Select to open the Sample Inquiry pop-up for the blocks related to the AP Container record. Remove Block: Select to remove the Block , its children, and any related tests to the Block and children. If children are present, an alert pop-up appears asking if you would like to remove the children and related tests. If the case has been opened on Amendment or Addendum, you cannot remove a block if there are reported tests related to that block or if it has children with related reported tests.
Print Labels	Select to print a Container label for the Blocks related to the AP Container.
Add Protocol	Select to open the Add Protocol pop-up, where you can add a protocol to the block. Use the Select Items field to search for and find protocols to add. Select Add Protocol to add it to the block. The action is added to the change log.
Add Image Test	Select to open the Add Image Test pop-up, which allows you to select and add image tests to the block. Use the search-as-you-type field to search for and select image tests. Select Save to add the selected image tests in the list to the block on the AP Worksheet pop-up. From the worksheet, you can select the image test in the Attachments panel to open the Report Image pop-up to add an image.
Add Report Data	Select to open the Add Report Data pop-up, which allows you to search for and select data tests to add to the block. Use the search-as-you-type field to search for and select report data tests. Select Save to add the selected report data tests to the block.
Add Diagnosis	Select to open the Add Diagnosis pop-up, which allows you to search for and select diagnosis tests to add to the block. Use the search-as-you-type field to search for and select diagnosis tests. Select Save to add the selected diagnosis tests to the block.
Add Quality Assurance	Select to open the Add Quality Assurance Tests pop-up, which allows you to search for and select quality assurance tests to add to the block. Use the search-as-you-type field to search for and select quality assurance tests. Select Save to add the quality assurance tests to the block.
Add Group	Select to open a list of AP Container Groups that have the current Case Order Choice listed in the Valid AP Order Choices that do not contain any Blocks. All Slides added must have their associated Stain applied based on the settings in the AP Container Group.
Add Slide	Select to open the Add Slides and Stains pop-up. To add new slides to the slide table, search for and select a slide from the Select a slide to add search-as-you-type field. Each slide in the slide table includes the following columns: X: Select the X button to remove the slide from the table. Order: The number listed in the column indicates the slide's order number in the list. The system will assign IDs in first-to-last order in the list. Slide: The name of the slide. Stains: Search for and select a stain to add to the corresponding slide. You cannot add more than one stain to the stain table. If you select another stain, the system will replace the existing stain on the table. The text "UNSTAINED" is displayed in this area when the pop-up is first opened or a new slide section is added. Your system may be set up to automatically add a default stain to the slide you're adding. If so, the default stain will already be listed in the stain table. Sort: Select and drag the equal-sign button to organize the slides in the desired order. Add Slides and Stains: Select the button to add all of the slides, stains, and notes listed in the table to the initially selected case material. You can configure your system to automatically open the AP Labels pop-up after adding a slide and saving the worksheet via AdminCenter > System Setup > Locations > Testing Section Settings tab.
Edit Note	Select to open the Block Notes pop-up, where you can add or edit block notes. The block ID displays at the top of the pop-up. Enter text into the field or select the ellipsis (...) button to open the Quick Comments pop-up, where you can choose predefined text for the note. See Quick Comments Pop-up. If a block has a note attached, a green bubble will appear next to it in the Case Materials section. You can use your mouse pointer to hover over the bubble to see the note text.

Slide Menu

Slide ID

Suffix starting with the Slide followed by the Stain Name associated with the Slide and the AP Container Name value in parentheses.

Hover over the Slide ID to display a menu with additional options:

Copy ID to Clipboard: Select to copy the ID for pasting elsewhere.
Sample Inquiry: Select to open the Sample Inquiry pop-up for the slides related to the AP Container record.
Remove Slide: Select to remove the slide. If the case has been opened on Amendment or Addendum, you cannot remove a slide if there are reported tests related to that slide or if it has children with related reported tests.

Print Labels

Select to print a label for the Slides related to the AP Container.

Add Protocol

Select to open the Add Protocol pop-up, where you can add a protocol to the slide. Use the Select Items field to search for and find protocols to add. Select Add Protocol to add it to the slide. The action is added to the change log.

Add Image Test

Select to open the Add Image Test pop-up, which allows you to select and add image tests to the slide. Use the search-as-you-type field to search for and select image tests. Select Save to add the selected image tests in the list to the slide on the AP Worksheet pop-up.

From the worksheet, you can select the image test in the Attachments panel to open the Report Image pop-up to add an image.

Add Report Data

Select to open the Add Report Data pop-up, which allows you to search for and select data tests to add to the slide. Use the search-as-you-type field to search for and select report data tests. Select Save to add the selected report data tests to the slide.

Add Diagnosis

Select to open the Add Diagnosis pop-up, which allows you to search for and select diagnosis tests to add to the slide. Use the search-as-you-type field to search for and select diagnosis tests. Select Save to add the selected diagnosis tests to the slide.

Add Quality Assurance

Select to open the Add Quality Assurance Tests pop-up, which allows you to search for and select quality assurance tests to add to the slide. Use the search-as-you-type field to search for and select quality assurance tests. Select Save to add the quality assurance tests to the slide.

Add Slide

Select to open the Add Slides and Stains pop-up.

To add new slides to the slide table, search for and select a slide from the Select a slide to add search-as-you-type field. Each slide in the slide table includes the following columns:

X: Select the X button to remove the slide from the table.
Order: The number listed in the column indicates the slide's order number in the list. The system will assign IDs in first-to-last order in the list.
Slide: The name of the slide.
Stains: Search for and select a stain to add to the corresponding slide. You cannot add more than one stain to the stain table. If you select another stain, the system will replace the existing stain on the table. The text "UNSTAINED" is displayed in this area when the pop-up is first opened or a new slide section is added. Your system may be set up to automatically add a default stain to the slide you're adding. If so, the default stain will already be listed in the stain table.
Sort: Select and drag the equal-sign button to organize the slides in the desired order.
Add Slides and Stains: Select the button to add all of the slides, stains, and notes listed in the table to the initially selected case material.

You can configure your system to automatically open the AP Labels pop-up after adding a slide and saving the worksheet via AdminCenter > System Setup > Locations > Testing Section Settings tab.

Comment Icon

Select to open Test-level Comment pop-up.

The icon is only present when a test-level comment exists on the AP Containers associated with the Stain Type Test.

Edit Comment

Select to edit the comment(s) associated with the Slides.

Not available if no stain is selected.

Edit Stain

Select to edit the stain.

Only available if there is no associated stain, or if there are no results or comments on the existing associated Stain Type Test.

If the case has been opened on Amendment or Addendum, you cannot edit a stain if the stain test was reported.

Edit Note

Select to open the Slide Notes pop-up, where you can add or edit slide notes. The slide ID displays at the top of the pop-up. Enter text into the field or select the ellipsis (...) button to open the Quick Comments pop-up, where you can choose predefined text for the note. See Quick Comments Pop-up.

If a slide has a note attached, a green bubble will appear next to it in the Case Materials section.

Pathology Report Section

The center pane of the AP Worksheet pop-up displays the case specimen(s), associated tests, and is where all data entry is performed. The tests are displayed in the same sort order defined in the Protocol. Report sections that correspond to a specific part are designated with the part prefix.

If the case has been reopened for Amendment or Addendum, the word Amendment or Addendum will appear in red font before Pathology Report. You cannot edit the previously reported tests unless they are newly added, have the Reportable setting unchecked, or were suppressed.

Title

Displays the title of the Pathology Report.

If the case has been opened on Amendment or Addendum, a line below the title will display the date and time the report was reopened and who opened it. The text will display: Reopened <date/time report was reopened> by <user who performed the current/most recent reopen>.

If a final report has been issued, a line below the title will display the date and time the report was issued and who signed it. The text will display: Issued <report issued date/time>, Signed By <Primary Signature User CLIA ID, ID, or F. Last> , <Additional Signature CLIA ID, ID, or F. Last, if present>.

Tests

Displays the test results configured to display on the AP Report.

This is where users will perform most data entry. If a test corresponds to a specific part in the case, the part will be noted to the left of the data entry field. The method in which you enter data into the report depends on the enterability configuration for each test but generally will be free-form text, a predefined choice list, or a multiselect choice list. Free-form text can be formatted on the fly for each reporting field. You can use text shortcuts and field codes in free-form text fields to make data entry more efficient. See Using Text Shortcuts.

When you begin typing in a free-form text field, a formatting menu will appear where you can make the text bold, italic, and/or underlined. You can also change the text color and/or text alignment to left, center, right, or justified. Change the text's font by selecting Arial, Courier, Helvetica, Times New Roman, or Verdana from the drop-down list. Change the text size by selecting 6pt, 7pt, 8pt, 9pt, 10pt, 11pt, 12pt, 14pt, 16pt, 18pt, or 20pt from the drop-down list. You can also apply bullet list or numbered list formatting as well as indent the text. Select the Clear Formatting button (looks like a letter T with an x next to it) to reset the formatting you applied.

Test Names

Test names are listed to the left of the data entry field and will appear in red if the results are abnormal. Test names will appear in bold red if the results are critical. Hover your mouse pointer over the tests or their test names to display the user who entered the result for the test and at what date/time, if that information is available. If a user entered data on behalf of another user, that information is also displayed. Hover information will not display for tests that have been modified but not yet saved.

Select the test name to display a Suppress or Unsuppress toggle button. Select Suppress to suppress the selected test. The test name will appear slightly faded. Select the test name again to display the Unsuppress button. Select Unsuppress to report the test. You must have the appropriate role right to suppress/unsuppress tests.
Pencil icon: Select the pencil icon under the test name to open the Entering Data For pop-up, where you can set which user you are entering data for. Use the search-as-you-type field to select which user you're entering data for; the users that appear reflect the users defined on the AP Testing Facility Settings pop-up (see Users). The search results display the name of the user, their ID, and the state licenses they have. After you select a user, select the Enter Data for selected button to apply it to the individual test. To switch the user to yourself (if you have permissions), select the Enter Data For Myself button to apply it to the individual test. Select Cancel to return to the AP Worksheet without saving changes. You can access this pop-up only when you have permissions to enter data for other users; see Users.
Edit Reason: If the case has been opened on Amendment or Addendum and you've configured the report to display Reopen Reasons, the Edit Reason button will appear. Select the button to open the Reopen Reason pop-up to modify the data. If the case has more than one Reopen Reason, a header will print before each Reopen Reason Test occurrence listing the type of reopen (for example, Amended or Addendum) and the total number of times the case has been reopened or the total number of times the case has been reopened for that type of reopen (for example Amended or Addendum). You can sort the Reopen Reasons by Newest to Oldest or Oldest to Newest.

Turnaround Time (TAT) Tests

For Turnaround Time (TAT) AP tests, you'll see an Edit Turnaround Times button. Select the button to open the Edit Turnaround Times pop-up, where you enter the Start Date/Time and End Date/Time in the appropriate fields. After you select Save, the system will show the elapsed time on the AP worksheet in the Pathology Report section and on the report itself.

For Turnaround Time (TAT) AP tests that are linked to Clinical Information questions, the related date/time entry fields on the AP worksheet are disabled. When the clinical info is added or updated, the Turnaround Time test's field will automatically update with the same value.

Coded Results Tests

For tests with coded result enterability, you'll see a Search button, quick links, and a text area. Each code you select (or that appear here via a rule) equates to an expanded full text result that will print on reports, while the codes themselves do not print on reports.

Search/No Codes Selected: Select the Search button to open the Coded Results Quick Search pop-up, where you can add coded results to the test. (This button will have the text "No Codes Selected" when no coded results have been selected for the test.)
- Search: Select in or begin typing the code itself or the reported result text in the search-as-you-type field to search for and select coded results. The search results table that pops up displays the code, the reported result, and any ICD or SNOMED codes assigned to the coded result. Select the Select checkbox to add or remove the coded results from the list. Select the X button to clear the search. The codes you select will insert their reported result text into the text area in the order in which you selected them, separated by the character selected in test setup. Each code can only be selected once.
- Filter by Specimen Source Category: Select or begin typing in the search-as-you-type field to filter the coded results list by Specimen Source Category. Select the X button to clear the search.
- Filter by Specimen Source: Select or begin typing in the search-as-you-type field to filter the coded results list by Specimen Source. Select the X button to clear the search.
Selected codes: The codes you selected are displayed in a list next to the Search button. Select on a code in the list and select Remove to remove it from the text area (if the text has not been manually edited in the text area).
Quick List: If the test's coded result enterability was set up with a Quick List, the Quick List will display to the right of the Search button with a lightning bolt icon. Select a code from the list to add it to the text area. Hover your mouse pointer over the code in the Quick List to see the reported result for that code. Each code can only be selected once. Quick List codes are not included in the tab order of the worksheet.
Text area: This text area displays the combined reported results of the selected code(s). Use the Search button or the Quick List to add codes' reported result text into the text area. Selected codes can be removed from the text area by selecting the Search button and clearing the code's Select checkbox. You can edit the text in the text area if the test's coded result enterability has the setting Allow Additional Free Form Text checkbox selected.

AP GYN Cytology Tests

For AP GYN Cytology Tests, you'll see tests for the Primary Screener, QC Screener, and the Pathologist roles. Each test name is prefixed with the cytology role. For example, Primary Screener Interpretation. Each test type is grouped together under a header with the test name (Interpretation, Specimen Adequacy, or Correlation). You can only enter results for the tests that match your role.

Combined Report Order Choice Results Section

This section displays the linked order choices on the same order, along with their

Results
Criticality (result is red if Abnormal or red and bold if Critical)
Comments
Approved or pending status

Hover your mouse pointer over the results in this section that have been approved to display the approval information, including the approval time and user who approved.

You cannot sign out of the case until the linked order choices are approved.

This section is formatted based on the Combined Report Order Choice Results Section settings in AdminCenter > Order Choice Setup > Order Choices > AP Setup button > AP Report Settings > C button > Edit > Edit Cell. See Edit Cell Pop-up.

Review and Issue

Select the button (or press Alt+R) to open the Issue AP Report pop-up, allowing you to issue an anatomic pathology report. It contains the information needed to confirm that all necessary results, billing codes, ICD-10 codes, and signatures are present to ensure maximum reimbursement. Use the pop-up to preview the report, update billing and ICD-10 codes, add signatures, and choose the appropriate report type.

You must have the proper user settings to access this button and the pop-up.

The AP Worksheet will be placed in a closed state after issuing a Final report. When in the closed state, you cannot edit reported results, parts, or remove blocks/slides.

See Issue AP Report Pop-up.

If the order contains linked order choices that have not yet been approved, the text Results Pending will appear next to the Review and Issue button. Hover your mouse pointer over the Results Pending text to display the other tests that must be approved prior to signing out the case. You cannot sign out of the case until the other order choices are approved.

If the order has image tests that the system is configured to automatically annotate, the system automatically annotates the images and adds them to their defined image tests when the Review and Issue button is selected. The annotated image will appear in the Issue AP Report pop-up.

View Issued Report

Select the button to open the View Issued Report pop-up, where you can access the final report that has already been issued. From the pop-up you can preview the latest issued report and edit billing and ICD-10 codes.

See View Issued Report Pop-up.

Reopen for Amended or Reopen for Addendum

Select the button to open the Reopen Reason pop-up, where you must enter a reason to reopen the case. This button displays only if a final report has already been issued.

You must have the proper user settings to reopen AP reports.

Please provide a reason for reopening the case: Depending on how your system is set up, it will display a choice list of reasons to select from and/or a free-form text field where you enter a reason to reopen the case.
Reopen for Amendment or Reopen for Addendum: Select the button to reopen the case and submit your reason.

Your system keeps track of how many times the case has been reopened.

If you reopen a case for Amendment, the system will allow you to edit all tests.

If you reopen a case for Addendum, the system will not allow you to edit report data, diagnosis, or Report Image AP test types that are reportable and have been included on the reopened report.

Switch to Amendment

You must have the proper user settings to perform this action.

The Switch to Amendment button displays when you've opened the case for Addendum.

Select the button to switch from Addendum to Amendment and submit a reopen reason. The Reopen Reason test will switch from Addendum Reason information to the Amended information, including results and the reopen count.

Clinical Information

The Clinical Information section located in the upper-right of the AP Worksheet pop-up displays the responses to any clinical information questions documented during order entry.

Arrow

Select the arrow in the upper-right corner to open the Clinical Information pop-up, which allows you to edit the answers.

Clinical information cannot be updated through the AP Worksheet pop-up when the ordered panel has reached a final state.

Questions

Each clinical information question is listed, followed by the answer in bold.

If the question is combinable, no prefix is printed before the question text. If the question is not combinable, the specimen part suffix will print before the question text, separated with a period.

Clinical information with additional free-form text displays as "Answer; Additional free-form text".

Attachments

The Attachments section located in the middle of the AP Worksheet pop-up under the Clinical Information panel displays order and order choice linked documents.

If the case has been opened on Amendment or Addendum, you cannot remove linked documents that were set to Is Reportable and delivered with an AP Report.

Document Name	Select the document name to view the linked document. If the document is a Report Image test type, selecting the document name opens the Report Image pop-up, where you can view, add, or annotate an image. Use the Report Image pop-up to set the following: Name: Enter a name for the image. Suppress on Report: Select the checkbox to suppress the report image from displaying on the report. Document: Select the Acquire Image button to upload a file via the TWAIN application. Select the Switch to browser upload link to display the Choose File button, where you can browse for and upload a file via your browser. Select the Switch to TWAIN application link to upload a file via TWAIN. Preview: Displays a preview of the uploaded images. Use the Select column to select images to work with. Use the Image column to view the image. Use the Sort column to move the image up or down in the list. Use the Remove checkbox to delete the image from the list. Button options include: Remove All: Select to remove all images from the list. Remove Selected: Select to remove selected images from the list. Convert Selected into Single PDF: Select to merge the selected images into a single file. Annotate: Select to open the Annotate Image pop-up, where you can use the tools to add notes to the image. You can add layers, change colors, add text and shapes, as well as undo and redo actions. If the test has not yet been edited and has been set up to have a default base image in AP Settings, the test will load with the specified default base image; otherwise, you can select a base image to use. Description: Add a description to the files. Caption Above: Enter a caption for the images above the images. Caption Below: Enter a caption for the images below the images. Hover your mouse pointer over the item to display the user who entered the information.
Plus icon	Select to open the Linked Documents pop-up, which allows you to link a new document to the order, order choice, or patient.
Edit icon	Select the icon that looks like a notepad and pencil to open the Annotate Image pop-up, where you can use the tools to add notes to the image. You can select a base image, add layers and overlay images, change colors, add text and shapes, as well as undo and redo actions. If the test has not yet been edited and has been set up to have a default base image in the test's AP Settings, the test will load with the specified default base image; otherwise, you can select a base image to use. This is only available with Report Image test types that have the setting Restrict to Image Library Images enabled in the test's AP Settings. See Annotate Image Pop-up.
Arrow	Select to expand or condense the section.

QA/QC and Flags

The QA/QC and Flags section located in the middle-bottom of the AP Worksheet pop-up displays tests that have been designated as Quality Assurance for the case.

To add a QC test to the case, right-click the case in the Case Materials section of the worksheet and select Add Quality Assurance.

Test Name

Displays the name of the QC test in bold.

Under the test name is the test result entry field based on the test's enterability:

Free-form text
Predefined choice list
Multiselect choice list
Date
Time
Date/Time
Number

Hover your mouse pointer over the unmodified result to see the user who entered the information.

Arrow

Select to expand or condense the section.

Patient History

The Patient History section located in the upper-right of the AP Worksheet pop-up displays important results from the patient's prior lab orders, including unapproved AP and microbiology order choices as well as qualifying results for any linked patients (qualifying results are determined on Order Choice AP Setup). You can configure your lab's AP Order Choices to specify which Order Choices' results are most important to include in this section.

Different information will be shown based on the module of the order choice appearing in the section and whether or not the order choice was tested at a reference lab.

Orders	Orders are sorted from newest to oldest, based upon the date displayed. This can be either the Order Date or Collection Date and is configured in the Order Choice AP Setup > AP Patient History Section settings.
Collection Date or Order Date	Displays the date of collection or the date the order was placed.
Order ID link	Opens the Order ID context menu with the following options: Review Order: Opens the order in Order Patient Samples. View Report: This option is available when an order has preliminary results. Select the option to display the report. Save Current Worksheet and Open This Worksheet: This option is available when an order contains an AP order choice. Select the option to open a submenu of case IDs. Select a case ID to open its worksheet and close and save the current worksheet.
Case ID: Order Choice Name	Displays the case ID in bold followed by colon, then the order choice name. If the order choice is micro, a coins icon will display.
Sample ID: Order Choice Name	Displays the sample ID (if a non-AP order choice) followed by the order choice name. Hover your mouse pointer over the line to display all sample IDs for the order choice in cases where there are multiple samples for the order choice.
Part: Specimen Source Names	Displays the number of parts on the case in bold, followed by a colon and the specimen source names.
Report Status	Displays the Report Status of the AP Order Choice or the Report Status field of the Micro Work Card Header if it's a micro order choice.
Reported Test Results	AP If any results have been reported for the AP order choice, this displays any reported tests with an AP Test Type of Diagnosis. Each test line is formatted with the Specimen Part ID Suffix followed by a period, then the Test Name followed by a colon, and then the plain text results. If no reports have been issued for the AP order choice, no test results are displayed. Micro If micro, this displays the number of isolates. If 1 or more isolates are present, the text is in red. If isolates are present and have been reported, the Organism Index Display Name for each isolate are displayed on separate lines in red. Hematology, Advanced, and Basic Order Choices with Enterprise Tests If an eligible order choice does not yet have a test set defined, the text Pending will display below the order choice name. If an eligible order choice has a test set, but none of the tests have been approved, the test abbreviations will display followed by a colon and the word Pending. Tests with unapproved results will display the test abbreviation followed by a colon and the word Pending. Tests with approved results will display the test abbreviation followed by a colon, the result value, and units (if applicable). The color of the result line will change based on the result severity: Abnormal results will display as normal-weight font in red. Critical results will display as bold font in red. Order Choices with Host Tests The order choice name is displayed in bold font. Under the order choice name, the text View Lab Report for results will display.
Arrows	Select the arrow in the top-right corner of the section to open the patient's Order History page. Select the arrow in the top-left corner of the section to expand or condense the section.

Correlations

The Correlations section displays correlation tests for the case. Use this section to enter results for and add test-level comments to existing correlation tests. You can also add new correlation tests if needed.

This section is automatically hidden for users who have used the AP worksheet before. Select the Vertical Ellipsis icon in the AP worksheet header to open a menu where you can choose to hide or display the Correlations section.

Test Name

Displays the name of the correlation test.

Case-level correlations will display their test name with no prefix.

Part-level correlations will display their associated part ID as a prefix in front of the test name.

Tests are sorted by case level, part level, then test name.

Result drop-down list

The enterability for correlation tests is a pre-defined choice list.

Select a result from the drop-down list.

Select the empty option to result the test as unanswered.

Comment icon

Select the comment icon next to the result drop-down list to enter a test-level comment.

If the the test has no comment, the comment bubble will be empty with a white color.

If the test has a comment, the comment bubble will be filled in with a green color.

Plus icon

Select to open the Add Correlation pop-up, where you can add a correlation test to the case.

Case-level Correlations: Use the search-as-you-type field to search for and select correlation tests to add to the case. The selected tests will appear in a list below the search field. Clear the Select checkbox to remove the test from the list.
Part-level Correlations: Use the search-as-you-type field to search for and select correlation tests to add to the part. The selected tests will appear in a list below the search field. Select the X button to remove the test from the list. Select the part from the Part drop-down list.
Add: Select to add the correlation test to the case.
Cancel: Select to return to the AP Worksheet without adding a correlation test.

You can configure your system to automatically add correlation tests to the AP worksheet when other types of tests are manually added. Navigate to AdminCenter > Order Choice Setup > Order Choices > AP Setup > AP Correlation Settings.

Arrow

Select to expand or condense the section.

Potential Patient Matches

Displays other patients whose demographics may be the same as the current patient to avoid multiple records for a patient. Potential matches are based on rules configured by an HL7 Interface Specialist during installation.

This section is hidden by default; to display this section, navigate to the upper-right corner of the AP worksheet and select the vertical ellipsis button. Select Display Potential Patient Matches.

Buttons

Save

Select the button to save the data after entry and leave the worksheet open.

You can also press the Alt+S hotkey to save your changes and leave the worksheet open.

Save and Close

Select the button to save your changes and return to the Work in Progress page.

You can also press the Alt+A hotkey to save and close the worksheet.

Cancel

Select the button to return to the Work in Progress page without saving the worksheet.