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Description

Use the Edit Result Evaluation Rule page to define the specific settings for conditions and actions associated with result evaluation rules. For each of the conditions, you may select how your system applies the condition (e.g., selected locations, all locations except, all conditions must be met, at least one condition must be met, etc.). If the conditions are met and your system appends order choices, it runs order entry rules on the added order choices.

Access

Select Add or Edit for the desired condition or action on the Result Evaluation Rules page.

Technical Manual

Result Evaluation Rule Details

Use the Result Evaluation Rule Details section of the Result Evaluation Rules details page to add or edit result evaluation rule information.
Enter or edit the name for the result evaluation rule in the Name field. This field is required.
Select the Active checkbox to allow administrative users to include the rule on the Result Evaluation Rules list page when you select the Show active only checkbox. If the result evaluation rule is inactive, your system will clear it from the Result Evaluation Rules list page when you select the checkbox. See "Viewing the Rule List" above.
Enter in the Description field a brief summary of the rule. Your system displays this information on the Result Evaluation Rules list page to help you distinguish the rules.
When this result evaluation rule is enabled, your system will execute designated actions if the defined conditions are met when it receives results. See "Setting Result Evaluation Rule Conditions" and "Setting Result Evaluation Rule Actions" below.
Enter a value into the Sort Order field to define the value of the sort order. The Save Sort Order and Discard Changes buttons will no longer be added to the search results table if the Sort Order column is not included in the Active column view.
Select the Run this rule as changes are made on Work in Progress checkbox to have the specified rules still run even when changes were made on the Work in Progress page.
Select the Allow repeated retriggering checkbox to control whether or not the result evaluation rule can trigger only once per order choice. The checkbox will default to being clear.
Select the Patient checkbox to specify that the result evaluation rule applies to patient orders or select the QC checkbox to specify that the result evaluation rule applies to QC orders. Select both checkboxes to specify that applies to both. The Patient checkbox is selected by default.
Select the Microbiology checkbox to specify that the result evaluation rule applies to microbiology orders.
This checkbox is only available if you have the Microbiology module license enabled.
Select the Anatomic Pathology checkbox to specify that the result evaluation rule applies to anatomic pathology orders.
This checkbox is only available if you have the AP license enabled.
Select < Back to List to return to the Result Evaluation Rules list page without saving any changes.
If your modifications are complete, select Save to record all changes. Otherwise, complete the remaining sections, and then select Save.

Adding or Editing Result Evaluation Rules Conditions

Below is a description of each available condition and the steps to follow to add or edit the condition's settings.

Assigned User: Only available with an AP license, this condition can be set to trigger when an order choice is assigned to any user, no user (unassigned), a list of specific users, or a list of roles.
1. Select Any User to establish that the condition will trigger when an order choice is assigned to any user in the system.
2. Select No User (Unassigned) to establish that the condition will trigger when an order choice is assigned to no users in the system, meaning no user is assigned to the order choice.
3. Select or begin typing in the One of these specific Users search-as-you-type field to search for and select one or more users to add to a list of users that, when an order choice is assigned to one of them, will trigger the condition.
4. Select or begin typing in the One of these specific Roles search-as-you-type field to search for and select one or more roles to add to a list of roles that, when an order choice is assigned to one of them, will trigger the condition.
Collection Locations: The collection location(s) that must be included or absent on the order to allow the rule to fire.
1. Select either the Selected Collection Locations or the All Collection Locations Except option to establish whether the condition will apply to the locations you add, or if it will apply to all of the locations in the system except for those you add.
2. Select the Evaluate using actual collection location checkbox to use the current collection location for result evaluation rules instead of the collection location listed in Order Patient Samples.
3. Enter one or more characters in the search field, and then select Search to select the location from the Location Search page. See the Location Search topic.
4. Repeat these steps to add all of the desired locations to the condition.
5. Your system lists the locations you add in the Collection Location Name section. Select X next to a collection location if you wish to remove it from the list.
6. Once you have completed your changes, select Save to return to the Result Evaluation Rules administration page to continue creating or editing the result evaluation rules. Remember that you must select Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.
Compare Dates/Times: The ability to define date/time constraints. You can define multiple date/time comparisons, and at least one of the date/time comparisons defined must be met for the rule to fire.
1. Select either the All of the Following Date/Time Comparisons or the Any of the Following Date/Time Comparisons option to define date/time constraints.
  1. Selecting the All of the Following Date/Time Comparisons option means that every date/time comparison defined must be met in order for the rule to fire.
  2. Selecting the Any of the Following Date/Time Comparisons option means that at least one of the date/time comparisons defined must be met in order for the rule to fire.
2. Select Add to add date/time comparisons. When this button is selected, drop-down lists will appear.
3. Select an option from the Current Date drop-down list, the Is greater than drop-down list, and the Current Date drop-down list.
4. Select Add again to add multiple date/time comparisons, or select X to remove date/time comparisons from the list.
5. Select Plus or Minus from the drop-down list, followed by adding a value in the field. By default, zero time units will be added or subtracted. The time unit text box can have a range between zero and 1,000.
6. Select either Hours, Days, or Weeks from the drop-down list.
7. Once you have completed your changes, select Save to return to the Result Evaluation Rules administration page to continue creating or editing the result evaluation rules. Remember that you must select Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.
Current Order Choices: The order choices that will have order choice-specific actions performed on them, or the order choices that must be included or absent on the order as new or added order choices to allow the rule to fire.
1. Select either the Selected Order Choices or the All Order Choices Except option to establish whether the condition will apply to the order choices you add, or if it will apply to all of the order choices in the system except for those you add.
2. Enter one or more characters in the search field, and then select Search to select the order choice from the Order Choice Search page. See the Order Choice Search topic.
3. Repeat these steps to add all of the desired order choices to the condition.
4. Your system lists the order choices you add in the Current Order Choices section, along with their active statuses. Select X next to an order choice if you wish to remove it from the list.
5. Once you have completed your changes, select Save to return to the Result Evaluation Rules administration page to continue creating or editing the result evaluation rules. Remember that you must select Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.

When you specify one or more order choices for the Current Order Choices condition and you specify one or more additional order choice-specific conditions (e.g., Test Conditions or Testing Hosts), then all of the order choice-specific conditions you set must be true for one of the specified Current Order Choices, or the rule will not fire during result evaluation.

Current Users: Allows you to select certain users to trigger the rule or choose all users except the ones selected to trigger the rule. This condition refers to the currently signed-in user entering results.
1. Select either the Selected Users or the All Users Except... option to establish whether the condition will apply to the current users you add, or if it will apply to all current users in the system except those you add.
2. Enter text or select in the Current Users search-as-you-type field, then select current users. This is a required field.
3. The table displays the following columns:
  - Select
  - Name
  - ID
4. Clear the Select checkbox to remove a user from the list.
5. Once you have completed your changes, select Save to return to the Result Evaluation Rules administration page to continue creating or editing the result evaluation rule. Remember that you must select Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.
Current User's Roles: Enforces that the signed-in user either has certain roles assigned to them or does not have certain roles assigned to them. This rule condition does not evaluate for HL7 messages.
1. Select either the Selected User Roles or the All User Roles Except... option to establish whether the condition will apply to the user roles you add, or if it will apply to all user roles in the system except those you add.
2. Enter text or select in the Users' Roles search-as-you-type field, then select roles. This is a required field.
3. The table displays the following columns:
  - Select
  - Name
  - Active
4. Clear the Select checkbox to remove a role from the list.
5. Once you have completed your changes, select Save to return to the Result Evaluation Rules administration page to continue creating or editing the result evaluation rule. Remember that you must select Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.
Days of the Week: The day(s) of the week that the rule should apply.
1. Select the Selected Days option to establish the days of the week and specific times for the order.
2. Select Current Time so that the rule triggers on the current time or select Collection Date/Time so that the rule to be triggered on the collection date/time.
3. Select an option from the drop-down list underneath Selected Days to set the time zone for the order, e.g., (GMT-05:00) Eastern Standard Time.
4. Select the Sunday, Monday, Tuesday, Wednesday, Thursday, Friday, and/or Saturday checkboxes as appropriate to set the days when this rule should apply.
5. After you select one or more of the days of the week, select the time range during which the rule should apply for each selected day:
  - All Day: Select this option to apply the rules for the entire day.
  - Time Frame: Select this option and enter a time range to limit the rule to apply only during the selected hours.
6. Once you have completed your selections, select Save to return to the Result Evaluation Rules administration page to continue creating or editing client services rules. Remember that you must select Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.
Delta Violation: Condition to check for delta violations.
1. Select the Delta Violation Exists checkbox to trigger this condition if a delta violation exists.
2. Once you have completed your selection, select Save to return to the Result Evaluation Rules administration page to continue creating or editing client services rules. Remember that you must select Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.
Diagnosis Codes: Condition that allows you to select between ICD-9 and ICD-10 as well as select specific codes for the rule to fire.
1. Select either Selected Diagnosis Codes or All Diagnosis Codes Except... to select either specific diagnosis codes for the rule or all diagnosis codes except for some specific diagnosis codes.
2. Select No Diagnosis Codes Are Assigned To The Order to specify that there are no diagnosis codes assigned to the order.
3. In the ICD-9 section, select the Use Specific Diagnosis Codes option. This tells the software to use specifically selected diagnosis codes. Search for and select diagnosis codes from the Diagnosis Codes search-as-you-type field. These codes appear in the table as the code and its description. Remove the ICD-9 diagnosis code(s) by clearing the Select checkbox on the left side of the table.
4. Select the Use Diagnosis Code Range to specify that the software should use a range of ICD-9 diagnosis codes instead of specific diagnosis codes.
5. In the ICD-10 section, select the Use Specific Diagnosis Codes option. This tells the software to use specifically selected diagnosis codes. Search for and select diagnosis codes from the Diagnosis Codes search-as-you-type field. These codes appear in the table as the code and its description. Remove the ICD-10 diagnosis code(s) by clearing the Select checkbox on the left side of the table.
6. Select the Use Diagnosis Code Range to specify that the software should use a range of ICD-10 diagnosis codes instead of specific diagnosis codes.
7. Once you have completed your selection, select Save to return to the Result Evaluation Rules administration page to continue creating or editing client services rules. Remember that you must select Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.
Fasting Statuses: The fasting statuses that must be assigned or not assigned to the order to allow the rule to fire.
1. Select either the Selected Fasting Statuses or the All Fasting Statuses Except... option to establish whether the condition will apply to the statuses you select, or if it will apply to all of the statuses except for those you select.
2. Select or clear the checkboxes for one or more of the fasting statuses to set the condition for the selected statuses. Select either the Yes, No, Unknown, or N/A checkbox.
3. Once you have completed your changes, select Save to return to the Result Evaluation Rules administration page to continue creating or editing the result evaluation rules. Remember that you must select Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.
Instrument Flags: Condition that will validate against any flags received from an instrument for a test or order choice.
1. Select the Test Flag checkbox to specify that the condition is for a test flag.
2. Select the Order Choice Flag checkbox to specify that the condition is for an order choice flag.
  You must select either the Test Flag checkbox or the Order Choice Flag checkbox to save the condition. You can select both if needed.
3. Select the Evaluate instrument flags as empty when no instrument flags exist checkbox to have results with no instrument flags (no ZIF segments) trigger the condition.
4. Select an option from the Match on drop-down list to specify what the condition will evaluate. The options are ODE Code and Flag. Choose ODE Code to base the condition on the instrument's ODE code. Choose Flag to base the condition on the flag text or description from the instrument.
5. Select an option from the Instrument flag drop-down list to specify the type of instrument flag. Select either Contains, Does not contain, Is equal to, Is not equal to, Is empty, Is not empty, Contains item in list, or Does not contain item in list from the drop-down list. Enter the appropriate information about the flag in the field to the right of the drop-down list.
6. Select the Instrument Flag Search button to open the Interface Flags pop-up, which allows you to search for and select known flags for an instrument. Use the Interface type search-as-you-type field to search for and select an instrument. After selecting the instrument, the flag list is limited to that instrument. The flag list table provides information about the flag(s) in the following columns: ODE Code, Flag, Type, Category, Description, Cause(s), and Troubleshooting. Select one or more flags from the table and select Add Selected to add them to the condition or select Close to exit the pop-up without making changes.
7. Once you have completed your changes, select Save to return to the Result Evaluation Rules administration page to continue creating or editing the result evaluation rules. Remember that you must select Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.
Instrument Origin: Condition to check which instrument the test results are coming from.
1. Select an option from the drop-down list. Select either Is not equal to or Is equal to from the drop-down list.
2. Select in or enter text in to the Instrument Name search-as-you-type field to select an instrument from the list. This is a required field.
3. Once you have completed your changes, select Save to return to the Result Evaluation Rules administration page to continue creating or editing the result evaluation rules. Remember that you must select Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.
Instrument Type: Condition to enable the selection of multiple instrument types.
1. Select either the Selected Instrument Types or All Instrument Types Except... checkboxes to either specify that the system should use the selected instrument types or all of instrument types besides ones that are specified.
2. Select in or enter text in to the Instrument Type Name search-as-you-type field to select an instrument type name from the list.
3. Once you have completed your changes, select Save to return to the Result Evaluation Rules administration page to continue creating or editing the result evaluation rules. Remember that you must select Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.
Insurance Type: The insurance type that must be included or absent on the order to allow the rule to fire.
1. Select either the Selected Insurance Types or the All Insurance Types Except option to establish whether the condition will apply to the insurance types you add, or if it will apply to all the insurance types in the system except for those you add.
2. Select a checkbox (or multiple) to apply the insurance types to: Primary Insurance, Secondary Insurance, Tertiary Insurance.
3. Enter text or select in the Insurance Types search-as-you-type field to select an insurance type.
4. Repeat these steps to add all desired insurance types to the condition.
5. The program lists the insurance types you add in the table. Clear the Select checkbox next to an insurance type to remove it from the list.
6. Once you have completed your changes, select Save to return to the Result Evaluation Rules administration page to continue creating or editing the result evaluation rule. Remember that you must select Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.
Insurance Companies: Condition that allows you to select the insurance company(ies) that must be included or absent for a rule to fire. You must select that the rule applies to primary, secondary, and/or tertiary insurance plans for a patient.
1. Select either the Selected Insurance Companies or the All Insurance Companies Except option to establish whether the condition will apply to the insurance companies you add, or if it will apply to all the insurance companies except for those you add.
2. Select a checkbox (or multiple) to apply the insurance companies to: Primary Insurance, Secondary Insurance, and/or Tertiary Insurance.
3. Enter text or select in the search-as-you-type field to select an insurance company.
4. Repeat these steps to add all desired insurance companies to the condition.
5. Your system lists the insurance companies you add in the Insurance Company section. Clear the checkbox next to an insurance company if you wish to remove it from the list.
6. Once you have completed your changes, select Save to return to the Result Evaluation Rules page to continue creating or editing the result evaluation rule. Remember that you must select Save on the Result Evaluation Rules page in order to finalize the changes you make on this page.
Location State: Condition allows the user to choose between having all the conditions met or at least one condition met. The condition also allows the user to enter in a value that will be compared based on the comparison the user chooses from the drop-down list in the Location State Value column. The user will now be able to configure Result Evaluation Rules to run conditionally based on the Location State of the Ordering Location, Patient Address (not the location of the patient for this encounter, but the patient's primary address), Ordering Provider’s Location, Collection Location, and Testing Location.
1. Select either the All conditions must be met or At least one condition must be met checkboxes to either specify that either all conditions must be met for the rule to fire, or that at least one condition must be met for the rule to fire.
2. Select Add Location State to add a location state to the Location State Conditions section. Select the drop-down list to select one of the following options: Ordering Location, Patient Address, Ordering Provider's Location, Collection Location, or Testing Location. Select the second drop-down list to select one of the following options: Begins with, Begins with (including case), Contains, Contains (including case), Does not contain, Does not contain (including case), Is equal to, Is equal to (including case), Is not equal to, Is not equal to(including case), Is empty, or Is not empty. Select X to remove the location state from the table.
3. Once you have completed your changes, select Save to return to the Result Evaluation Rules administration page to continue creating or editing the result evaluation rules. Remember that you must select Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.
Medications: This condition will cause a rule to fire when the proper medication information is filled out (or not filled out, as the case may be).
1. Select either the Selected Medications or the All Medications Except option to establish whether the condition will apply to the medications you add, or if it will apply to all of the medications in the system except for those you add.
2. Select the No Medications Are Assigned To The Order option to establish that there are no medications attached to the order.
3. Select the None of the Selected Medications Are Assigned to the Order option to trigger a rule when none of the medications selected for the condition are assigned to the order. If one or more of the selected medications are assigned to the order, the rule will not be triggered.
4. Select or begin typing in the Medication search-as-you-type field to search for and select medications to add to the table for the condition.
5. Once you have completed your changes, select Save to return to the Result Evaluation Rules administration page to continue creating or editing the result evaluation rule. Remember that you must select Save on the Result Evaluation Rules administration page to finalize the changes you make on this page.
Operator is not certified: The condition triggers if the operator is not certified for an instrument or if the operator's certification is expired.
1. Select the Any result's operator's certification is expired checkbox to fire the rule when a operator's certification is expired. When included in the rule, if any of the operators associated with an order choice's unapproved results has an expired instrument certification, based on the run date/time of the result, the rule will be triggered.
2. Once you have completed your changes, select Save to return to the Result Evaluation Rules administration page to continue creating or editing the result evaluation rules. Remember that you must select Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.
Order Choice Priority: Conditions allows the user to select a list of priorities to use as an inclusion list or as an exclusion list. When used as an inclusion list, the rule will trigger if an order choice contains one of the selected priorities, and when used as an exclusion list, the rule will trigger if an order choice does not contain one of the selected priorities. This is an order choice condition, so it will only trigger if all other order choice conditions on the rule trigger for a specified order choice.
1. Select either the Selected Priorities or the All Priorities Except option to establish whether the condition will apply to the order choice priority you add, or if it will apply to all of the order choice priorities in the system except for those you add.
2. Enter one or more characters in the Priorities field to search for order choice priorities. Select inside the field to select a priority, or type text into the search-as-you-type field. Select a priority to enter the priority into the table. The table displays the name of the order choice, the active status, and the priority.
3. Once you have completed your changes, select Save to return to the Result Evaluation Rules administration page to continue creating or editing the result evaluation rules. Remember that you must select Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.
Order User-defined Field Response: Condition allows the user to select and specify a user-defined field response for an order.
1. Select either the Any of the Following User Defined Question Response(s) or the All of the Following User Defined Question Response(s) option to either specify that the system should use any of the following responses or all of the following responses.
2. Select the Evaluate response as blank if the user-defined question is not associated with the order checkbox to evaluate individually defined questions as a blank question within these conditions that are not yet saved for the order. If the question does not exist, then a blank one will be created, and it will be empty.
3. Select the checkbox of the response you wish to include, followed by selecting an option from the drop-down list to the right of the checkbox.
4. Once you have completed your changes, select Save to return to the Result Evaluation Rules administration page to continue creating or editing the result evaluation rules. Remember that you must select Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.
Ordering Location User-defined Field Response: Condition allows the user to select and specify a user-defined field response for an ordering location.
1. Select either the Any of the Following User Defined Question Response(s) or the All of the Following User Defined Question Response(s) option to either specify that the system should use any of the following responses or all of the following responses.
2. Select the Evaluate response as blank if the user-defined question is not associated with the order checkbox to evaluate individually defined questions as a blank question within these conditions that are not yet saved for the order. If the question does not exist, then a blank one will be created, and it will be empty.
3. Select the checkbox of the response you wish to include, followed by selecting an option from the drop-down list to the right of the checkbox.
4. Once you have completed your changes, select Save to return to the Result Evaluation Rules administration page to continue creating or editing the result evaluation rules. Remember that you must select Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.
Ordering Locations: The ordering location(s) that must be included or absent on the order to allow the rule to fire.
1. Select either the Selected Ordering Locations or the All Ordering Locations Except option to establish whether the condition will apply to the ordering locations you add, or if it will apply to all of the ordering locations in the system except for those you add.
2. Enter one or more characters in the search field, and then select Search to select the ordering location from the Location Search page. See the Location Search topic.
3. Repeat these steps to add all of the desired ordering locations to the condition.
4. Your system lists the ordering locations you add in the Ordering Locations section. Select X next to an ordering location if you wish to remove it from the list.
5. Once you have completed your changes, select Save to return to the Result Evaluation Rules administration page to continue creating or editing the result evaluation rules. Remember that you must select Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.
Ordering Providers: The ordering provider(s) that must be included or absent on the order to allow the rule to fire.
1. Select either the Selected Ordering Providers or the All Ordering Providers Except option to establish whether the condition will apply to the ordering providers you add, or if it will apply to all of the ordering providers in the system except for those you add.
2. Enter one or more characters in the search field, and then select Search to select the ordering provider from the Location Search page. See the Location Search topic.
3. Repeat these steps to add all of the desired ordering providers to the condition.
4. Your system lists the ordering providers you add in the Ordering Providers section. Select X next to an ordering provider if you wish to remove it from the list.
5. Once you have completed your changes, select Save to return to the Result Evaluation Rules administration page to continue creating or editing the result evaluation rules. Remember that you must select Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.
Origin: The result's origin that must be included or must not be included in the list of origin text values to allow the rule to fire.
1. Select either the Origin text includes option or the Origin text does not include option to establish whether the condition will apply when the text includes the text you add, or if it will apply if the text does not include the text you add.
2. Enter text in the Origin field, then select Add Origin Text.
3. The added text is listed in a table. Select X next to the text if you wish to remove it from the list.
4. Once you have completed your changes, select Save to return to the Result Evaluation Rules administration page to continue creating or editing the result evaluation rules. Remember that you must select Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.
  The condition can only be saved if at least one origin text value has been specified. Origin text values are not case sensitive.
Patient Age: The patient's age, when saving an order, required for the rule to fire.
1. Select an option from the Patients need to be drop-down list to specify a patient age comparison value. Select either Equal to, Younger than, Older than, or between the ages from the drop-down list. Enter values in the fields to the right of the drop-down list to specify the age range. The default value is zero and zero.
2. Select an option from the drop-down list to select the unit of time. Select either Days, Weeks, Months, or Years from the drop-down list.
3. Once you have completed your changes, select Save to return to the Result Evaluation Rules administration page to continue creating or editing the result evaluation rules. Remember that you must select Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.
Patient Race: Condition will only allow the rule to fire if the patient's selected race qualifies for the rule condition.
1. Select either the Selected Races or the All Races Except... option to establish whether the condition will apply to the races you add, or if it will apply to all of the races in the system except those you add.
2. Select in or enter text in the Races search-as-you-type field to add a race to the list.
3. Repeat these steps to add all desired races to the condition.
4. Your system lists the races you add in a list. Clear the checkbox next to a race to remove it from the list.
5. Once you have completed your changes, select Save to return to the Result Evaluation Rules administration page to continue creating or editing the result evaluation rule. Remember that you must select Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.
Patient Sex: The patient's sex required for the rule to fire.
1. Select either the Selected Patient Sex or the All Sexes Except... option to establish whether the condition will apply to the sexes you select, or if it will apply to all of the sexes except for those you select.
2. Select or clear the checkboxes for Male, Female, and/or Unknown to set the condition for the selected sexes.
3. Once you have completed your changes, select Save to return to the Result Evaluation Rules administration page to continue creating or editing the result evaluation rule. Remember that you must select Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.
Patient User-defined Field Response: Condition allows the user to select and specify a user-defined field response for a patient.
1. Select either the Any of the Following User Defined Question Response(s) or the All of the Following User Defined Question Response(s) option to either specify that the system should use any of the following responses or all of the following responses.
2. Select the Evaluate response as blank if the user-defined question is not associated with the order checkbox to evaluate individually defined questions as a blank question within these conditions that are not yet saved for the order. If the question does not exist, then a blank one will be created, and it will be empty.
3. Select the checkbox of the response you wish to include, followed by selecting an option from the drop-down list to the right of the checkbox.
4. Once you have completed your changes, select Save to return to the Result Evaluation Rules administration page to continue creating or editing the result evaluation rules. Remember that you must select Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.

Practices: The practice(s) that must accompany the order choice to allow the rule to fire.
1. Select either the Selected Practices or the All Practices Except... option to establish whether the condition will apply to the practice(s) you add, or if it will apply to all of the practices in the system except for those you add.
2. Enter one or more characters in the search field, and then select Search to select the practice(s) from the Practice Search page. See the Practice Search topic.
3. Repeat these steps to add all of the desired practice(s) to the condition.
4. Your system lists the practice(s) you add in the Practices section. Select X next to a practice if you wish to remove it from the list.
5. Once you have completed your changes, select Save to return to the Result Evaluation Rules administration page to continue creating or editing the result release rule. Remember that you must select Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.
Quality Control Status: This condition allows the system to evaluate the QC status to trigger the rule. The condition allows you to prevent auto-approval based on instrument QC status.
1. Select one of the following options from the QC has not been drop-down list to set the rule to trigger in the following scenarios:
  - Unused: Indicates condition is not used. This is the default option.
  - Approved (Current Tests): Current tests triggering rules that have not had QC approved on the same instrument.
  - Approved (All Tests): All tests (not just the set-triggering rules) that have not had QC approved on the same instrument.
  - Approved and In-Range (Current Tests): Behaves as Approved, but results also need to have Passed (in-control-range for the test).
  - Approved and In-Range (All Tests): Behaves as Approved (All Tests), but results also need to have Passed (in-control-range for the test).
2. Enter a value in hours in the for this test on the same instrument within ___ hours field. The default is 24 hours.
3. Once you have completed your changes, select Save to return to the Result Evaluation Rules page to continue creating or editing the rule. Remember that you must select Save on the Result Evaluation Rules page in order to finalize the changes you make on this page.
Reagent Lot: This condition will allow the system to evaluate a linked reagent lot to trigger a rule.
1. Select one of the following options. The rules will trigger if at least one reagent lot condition is met:
  - Is Expired: The rule will trigger when the linked reagent lot is expired.
  - Is Not In Reagent Lot Table: The rule will trigger when there is no linked reagent lot.
  - Is Not Active: The rule will trigger when the linked reagent lot is marked as inactive in the system.
  - Is Closed: The rule will trigger when the linked reagent lot has been closed.
  - No QC Performed on Reagent Lot in the last ____ day(s): The rule will trigger when the most recent QC run happened more than X days ago. Enter a value in the field to specify the number of days.
2. Once you have completed your changes, select Save to return to the Result Evaluation Rules administration page to continue creating or editing the result evaluation rule. Remember that you must select Save on the Result Evaluation Rules administration page to finalize the changes you make on this page.
Result Comment Conditions (for any test): The result comment value that meets either all or at least one of the defined conditions to allow the rule to fire.
1. Select either the All conditions must be met or the At least one condition must be met option to establish whether the result comment must match all of the conditions you set or if it only must match one condition in order to trigger the rule.
2. Select the Evaluate result comment lists with no comments as an empty result comment checkbox to treat results with no comments as though they have a single comment with no text. When enabled, the new setting will treat a test-level result that has no comments as though the result were reported with a single comment with no text. This will not add an empty comment. The rules engine will only treat the result as if it actually had a comment for the purposes of evaluating the condition.
3. Select Add Result Comment Condition to enable a new set of condition fields.
4. Select an option from the drop-down list to set the parameters of the condition, and then enter the desired text. You may choose from: Begins With, Contains, Does Not Contain, Is Equal To, Is Not Equal To, Is Greater Than, Is Less Than, Is Empty, and Is Not Empty, and enter one or more values in the field (items separated by semicolons). When evaluating incoming results, your system will attempt to match the text you enter here in the way you specify. For example, it may look to see if the result comment contains the entered value, or it may look to see if the comment is empty or not.
  (cs) after a parameter denotes case sensitive operations. This means that the text in an incoming result comment must match what you enter on this page exactly, including the case of the text.
5. Repeat these steps to add all of the desired result comment conditions. If you selected All conditions must be met, your system displays "AND" between each condition. If you selected At least one condition must be met, your system displays "OR" between each condition.
6. Your system lists the comment conditions you add in the Result Comment Conditions section. Select X next to a comment if you wish to remove it from the list.
7. Once you have completed your changes, select Save to return to the Result Evaluation Rules administration page to continue creating or editing the result evaluation rules. Remember that you must select Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.

Sample Types: The sample type(s) that must be included or absent on the order to allow the rule to fire.
1. Select either the Selected Sample Types or All Sample Types Except.... option to establish whether the condition will apply to the sample types you add, or if it will apply to all of the sample types in the system except for those you add.
2. Enter text or select in the Sample Types search-as-you-type field to select sample types.
3. Repeat these steps to add all desired sample types to the list.
4. Select X next to a sample type to remove it from the list.
5. Once you have completed your changes, select Save to return to the Result Evaluation Rules administration page to continue creating or editing the result evaluation rules. Remember that you must select Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.
Severity: Condition will only allow the rule to fire if the order has severities that fall within one of the selected severity conditions.
1. Select one or more severity conditions: Any Normal Result, All Results are Normal, Any Abnormal Result, Any Critical Result.
2. Select Save to return to the Result Evaluation Rules administration page to continue creating or editing the result evaluation rule. Remember that you must select Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.
Specimen Sources: Whether or not the rule will apply if the order contains specimen part information on the order choice to allow the rule to fire.
1. Select either the Do Not Use This Condition, Selected Specimen Sources, or the All Specimen Sources Except... options to establish whether the condition will apply to the specimen sources you add, or if it will apply to all of the specimen sources in the system except for those you add.
2. Enter one or more characters in the search field, and then select Search to select the specimen sources from the Specimen Sources page.
3. Repeat these steps to add all of the desired specimen sources to the condition.
4. Your system lists the specimen sources you add in the Specimen Sources section. Select X next to a specimen source if you wish to remove it from the list.
5. Select either the Do Not Use This Condition, Any Of The Following Specimen Part Response(s), or the All Of The Following Specimen Part Response(s) options to establish whether the condition will apply to the specimen parts you add, or if it will apply to all of the specimen parts in the system except for those you add.
6. Once you have completed your changes, select Save to return to the Result Evaluation Rules administration page to continue creating or editing the result release rule. Remember that you must select Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.

Test Conditions: The test results' test name, result value, or abnormal flag values that meet either all or at least one of the defined conditions to allow the rule to fire.

Select either the All Test Condition groups are met or the Any Test Condition group is met option to establish whether the test condition group must match all of the conditions you set or if it only must match one condition in order to trigger the rule. All conditions within a group must be met for the group to evaluate to true.
Select the Evaluate result comment lists with no comments as an empty result comment checkbox to treat results with no comments as though they have a single comment with no text. When enabled, the new setting will treat a test-level result that has no comments as though the result were reported with a single comment with no text. This will not add an empty comment. The rules engine will only treat the result as if it actually had a comment for the purposes of evaluating the condition.
Select Add Group to add a new Test Condition Group #. New test condition groups are added to the page with a new empty test condition group underneath the condition that already exists.
Select Add Test Condition to add another test condition in the group, or select Remove Group to remove the entire group from the page.
Select an option from the Test Name drop-down list to set the parameters of the condition, and then enter the desired text. Depending on the condition, you may choose from: Begins With, Begins With (cs), Contains, Contains (cs), Is Equal To, Is Equal To (cs), AppliesTo Any Test, or Match Specific Tests and enter one or more values in the field (items separated by semicolons). Not all options are available for all conditions. You must set up a test name condition, but you may select Is Not Used for one or more of the other test conditions. When evaluating incoming results, your system will attempt to match the text you enter here in the way you specify. For example, it may look to see if the test name is equal to the entered value, or it may look to see if the abnormal flag contains the entered value.
- When Match Specific Tests is chosen, the text field for entering criteria will be replaced with the Select Tests button. Select the button to open the Testing Tests pop-up where the user can select all of the tests that the condition should apply to. If multiple tests are selected, then the condition will be considered triggered if any of the specified tests meet the rest of the conditions. The Match Specific Tests option is only triggered for Point of Care testing tests. It will not trigger if reference lab tests are currently being evaluated.
Select an option from the Result Value to Compare drop-down list to control what part of a Result Value column should apply to. Select either Reportable Value, Numeric Part, Text Part, or Toxicology Consistency from the drop-down list. Existing rules will default to Reportable Value. Note that the Numeric Part and Text Part options only apply to results received from instruments (unsolicited) or entered on the Work in Progress page. For Toxicology Consistency, when selected, the toxicology consistency part of a result's answer will be used in the rule's condition. Also, note that the Is Greater Than and Is Less Than Result Value conditions will always apply to the numeric part.
Select an option from the Result Value drop-down list to set the parameters of the condition, and then enter the desired text. Depending on the condition, you may choose from: Begins With, Begins With (cs), Contains, Contains (cs), Does Not Contain, Does Not Contain (cs), Is Equal To, Is Equal To (cs), Is Not Equal To, Is Not Equal To (cs), Is Greater Than, Is Greater Than or Equal To, Is Less Than, Is Less Than or Equal To, Is Empty, Is Not Empty, Is Not Used, Contains item in list, Does not contain item in list, Contains item in list (cs), Does not contain item in list (cs), Equals item in list, Does not equal item in list or is empty, and Does not equal item in list and is not empty, and enter one or more values in the field (items separated by semicolons). Not all options are available for all conditions. You must set up a test name condition, but you may select Is Not Used for one or more of the other test conditions. When evaluating incoming results, your system will attempt to match the text you enter here in the way you specify. For example, it may look to see if the test name is equal to the entered value, or it may look to see if the abnormal flag contains the entered value. Note that for options listed with two asterisks — Contains item in list, Does not contain item in list, Contains item in list (cs), Does not contain item in list (cs), Equals item in list, Does not equal item in list or is empty, and Does not equal item in list and is not empty — you must separate list items with a semicolon.
Select an option from the Abnormal Flags Value drop-down list to set the parameters of the condition, and then enter the desired text. Depending on the condition, you may choose from: Begins With, Begins With (cs), Contains, Contains (cs), Is Equal To, Is Equal To (cs), Is Not Equal To, Is Not Equal To (cs), or Is Not Used and enter one or more values in the field (items separated by semicolons). Not all options are available for all conditions. You must set up a test name condition, but you may select Is Not Used for one or more of the other test conditions. When evaluating incoming results, your system will attempt to match the text you enter here in the way you specify. For example, it may look to see if the test name is equal to the entered value, or it may look to see if the abnormal flag contains the entered value.
Select an option from the Result Comment Value drop-down list to set the parameters of the condition, and then enter the desired text. Depending on the condition, you may choose from: Begins With, Begins With (cs), Contains, Contains (cs), Does Not Contain, Does Not Contain (cs),Is Equal To, Is Equal To (cs), Is Not Equal To, Is Not Equal To (cs), Is Greater Than, Is Less Than, Is Empty, Is Not Empty, or Is Not Used and enter one or more values in the field (items separated by semicolons). Not all options are available for all conditions. You must set up a test name condition, but you may select Is Not Used for one or more of the other test conditions. When evaluating incoming results, your system will attempt to match the text you enter here in the way you specify. For example, it may look to see if the test name is equal to the entered value, or it may look to see if the abnormal flag contains the entered value.

Select an option from the Result Approval drop-down list to set the parameters of the condition, and then enter the desired text. Depending on the condition, you may choose from: Is Great Than Approval High, Is Less Than Approval Low, or Is Not Used and enter one or more values in the field (items separated by semicolons). Not all options are available for all conditions. You must set up a test name condition, but you may select Is Not Used for one or more of the other test conditions. When evaluating incoming results, your system will attempt to match the text you enter here in the way you specify. For example, it may look to see if the test name is equal to the entered value, or it may look to see if the abnormal flag contains the entered value.

(cs) after a parameter denotes case sensitive operations. This means that the text in an incoming test name, result value, abnormal flag, or result comment must match what you enter on this page exactly, including the case of the text.

Select Select Deltas in the Delta Violation column to open the Test Condition Delta Violation Selection pop-up if the Match Specific Tests option for the test name condition is also used. The Delta Violations condition requires tests to be chosen in the Match Specific Tests option to be selected with one or more tests in order to be used. The Test Condition Delta Violation Selection pop-up displays a list of all selected tests that have deltas defined for them. The user can select which deltas they would like the rule to trigger on as well as the usage type for the test. Each test can be chosen to trigger when the selected delta violations are not triggered, or when any of the selected delta violations are triggered.
Repeat these steps to add all of the desired test conditions.
Your system lists the conditions you add in the Test Conditions section. Select X next to a comment if you wish to remove it from the list.
Once you have completed your changes, select Save to return to the Result Evaluation Rules administration page to continue creating or editing the result evaluation rules. Remember that you must select Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.

Testing Facility or Lab User-defined Field Responses: Allows the user to select the Testing Facility or Lab user-defined field responses that must be included for the rule to fire.
1. Select either the Any of the Following User-defined Question Response(s) or the All of the Following User-defined Question Response(s) option to establish whether the condition will apply if any of the selected responses are present, or if it will apply only when all the selected responses are present.
2. Select the Evaluate response as empty if the user-defined question is not associated with the testing facility or lab checkbox, if desired.
3. Select the checkbox of desired user-defined fields, then use the drop-down lists and text fields to define responses that you want to trigger the rule.
4. Once you have completed your changes, select Save to return to the Result Evaluation Rules administration page to continue creating or editing the result evaluation rules. Remember that you must select Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.
Testing Hosts: The host(s) designated to perform testing that must be included or absent on the order to allow the rule to fire.
1. Select either the Selected Testing Hosts or the All Testing Hosts Except option to establish whether the condition will apply to the testing hosts you add, or if it will apply to all of the testing hosts in the system except for those you add.
2. Enter one or more characters in the search field, and then select Search to select the testing host from the Host Selection page. See the Host Selection topic.
3. Repeat these steps to add all of the desired testing hosts to the condition.
4. Your system lists the testing hosts you add in the Testing Hosts section. Select X next to a testing host if you wish to remove it from the list.
5. Once you have completed your changes, select Save to return to the Result Evaluation Rules page to continue creating or editing the result evaluation rules. Remember that you must select Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.
Testing Section: The testing section(s) that must be assigned or not assigned to the order to allow the rule to fire.
1. Select either the Selected Testing Sections option or the All Testing Sections Except option to establish whether the condition will apply to the testing sections you add, or if it will apply to all of the testing sections in the system except for those you add.
2. Enter one or more characters in the Testing Sections search-as-you-type field, then select the testing section.
3. Repeat these steps to add all the desired testing sections to the condition.
4. The selected sections are listed in a table. Clear the Select checkbox next to a testing section name to remove it from the list.
5. Once you have completed your changes, select Save to return to the Result Evaluation Rules administration page to continue creating or editing the result evaluation rules. Remember that you must select Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.
Workflow Statuses: The workflow statuses that must be assigned or not assigned to the order to allow the rule to fire.
1. Select either the Selected Workflow Statuses option or the All Workflow Statuses Except option to establish whether the condition will apply to the workflow statuses you add, or if it will apply to all the workflow statuses in the system except for those you add.
2. Enter one or more characters in the Workflow Status Name search-as-you-type field, then select the workflow status.
3. Repeat these steps to add all the desired workflow statuses to the condition.
4. The selected statuses are listed in a table. Clear the Select checkbox next to a workflow status name to remove it from the list.
5. Once you have completed your changes, select Save to return to the Result Evaluation Rules administration page to continue creating or editing the result evaluation rules. Remember that you must select Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.

If your modifications are complete, select Save to record all changes. Otherwise, complete the remaining sections, then select Save.

Adding or Editing Anatomic Pathology Result Evaluation Rule Conditions

Below is a description of each available condition and the steps to follow to add or edit the condition's settings.

These conditions are only available if you have the Anatomic Pathology license enabled.

Coded Results: Allows you to define a coded result(s) (or lack of a coded result) that will trigger the rule to fire.

Result evaluation rules that modify the coded results on AP cytology interpretation tests will cause the system to evaluate the correlation matrix for the correlations related to the modified test. Configure the Correlation Result Matrix on Order Choice AP Setup.

Select an option to set the parameters for the condition:
- Any coded result(s) are selected: The rule will fire when the coded result on the AP Worksheet has a coded result selected.
- No coded results(s) are selected: The rule will fire when the coded result on the AP Worksheet does not have a coded result selected.
- Any of the following coded result(s) are selected: The rule will fire when the coded result on the AP Worksheet matches any of the coded results selected. Use the Coded Results search-as-you-type field to search for and select the coded results that will trigger the rule. The coded results will display in a table. Clear the Select checkbox to remove it from the rule.
- All of the following coded result(s) are selected: The rule will fire when the coded result on the AP Worksheet contains all of the coded results selected. Use the Coded Results search-as-you-type field to search for and select the coded results that will trigger the rule. The coded results will display in a table. Clear the Select checkbox to remove it from the rule.
- None of the following coded result(s) are selected: The rule will fire when the coded result on the AP Worksheet does not contain any of the coded results selected. Use the Coded Results search-as-you-type field to search for and select the coded results that will trigger the rule. The coded results will display in a table. Clear the Select checkbox to remove it from the rule.
Once you have completed your changes, select Save to return to the Result Evaluation Rules administration page to continue creating or editing the result evaluation rules. Remember that you must select Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.

Cytology Test Types: Allows you to define the cytology test types that will trigger the rule to fire. You can also set the rule to trigger based on the current status of the AP case.
- Select an option to set the parameters for the condition:
  - Selected Cytology Test Types: Select this option to have only selected tests trigger the rule. The options are Primary Screener, QC Screener, and Pathologist test types.
  - All Cytology Tests Types Except: Select this option to have all cytology tests trigger the rule except the ones you select. The options are Primary Screener, QC Screener, and Pathologist test types.
  - Restrict to Case's Current Cytology Status: Select this sub-option to limit the triggering of the test type to match the current status of the AP case.
Run rule on each Part: Allows you to apply test-specific rule conditions on each subset of the AP part and its children's tests. It also works alongside the Specimen Sources condition allowing a result evaluation rule to differentiate between multiple occurrences of the same test depending on the parent part's source settings.
- Limit to Specimen Part: Select the checkbox to have the different test conditions and actions trigger based on each part and its children's tests.

Adding or Editing Microbiology Result Evaluation Rules Conditions

Below is a description of each available microbiology condition and the steps to follow to add or edit the condition's settings.

These conditions are only available if you have the Microbiology module license enabled.

Antibiotic Test Conditions: Allows you to define antibiotic conditions that trigger the rule to fire.

Select either the All Antibiotic Test Condition groups are met or the Any Antibiotic Test Condition group is met option to establish whether the test condition group must match all the conditions you set or if it only must match one condition in order to trigger the rule. All conditions within a group must be met for the group to evaluate to true.
Select Add Group to add a new Antibiotic Test Condition Group #. New test condition groups are added to the page with a new empty test condition group underneath the condition that already exists.
Select Add Antibiotic Test Condition to add another test condition in the group, or select Remove Group to remove the entire group from the page.

Select an option from the Test Name drop-down list to set the parameters of the condition:

Begins With
Begins With (cs)
Contains
Contains (cs)
Is Equal To
Is Equal To (cs)
Applies To Any Test

Match Specific Tests

Not all options are available for all conditions.

(cs) after a parameter denotes case sensitive operations. This means that the text in an incoming test name or result value must match what you enter on this page exactly, including the case of the text.

Enter one or more values in the text field (items separated by semicolons). When evaluating incoming results, your system will attempt to match the text you enter here in the way you specify.

You must set up a test name condition, but you may select Is Not Used for one or more of the other test conditions.

When the Match Specific Tests option is selected, the text field for entering criteria will be replaced with the Select Tests button. Select the button to open the Tests pop-up, where you can select all antibiotic tests that the condition should apply to.

If multiple tests are selected, the condition is considered triggered if any specified tests meet the rest of the conditions.

The Match Specific Tests option is only triggered for point-of-care testing tests. It will not trigger if reference lab tests are currently being evaluated.

Select an option from the Result Value drop-down list to set the parameters of the condition:

Begins With
Begins With (cs)
Contains
Contains (cs)
Does Not Contain
Does Not Contain (cs)
Is Equal To
Is Equal To (cs)
Is Not Equal To
Is Not Equal To (cs)
Is Greater Than
Is Less Than
Is Empty
Is Not Empty
Is Not Used
Equals item in list
Does not equal item in list or is empty

Does not equal item in list and is not empty

Not all options are available for all conditions.

(cs) after a parameter denotes case sensitive operations. This means that the text in an incoming test name or result value must match what you enter on this page exactly, including the case of the text.

Enter one or more values in the text field (items separated by semicolons). When evaluating incoming results, your system will attempt to match the text you enter here in the way you specify.
Select an option from the Result Is Suppressed drop-down list to check the suppressed state of the result value as set on the Susceptibility Panel(s) tab of the Microbiology Work Card Pop-up:
- Not Used
- Is Suppressed
- Is Not Suppressed
Select an option from the Interpretation Value drop-down list to set the parameters of the condition:
- Not Used
- Susceptible
- Intermediate
- Resistant
- Moderately Susceptible
- Very Susceptible
- Sensitive Dose Dependent
- Extended-Spectrum Beta-Lactamase
  All options except the Not Used option are treated as having an Equal To operator.
  If you've defined custom antibiotic interpretations in Microbiology Settings, those will also display in this drop-down list for selection.
Select an option from the Interpretation Is Suppressed drop-down list to check the suppressed state of the result value as set on the Susceptibility Panel(s) tab of the Microbiology Work Card Pop-up:
- Not Used
- Is Suppressed
- Is Not Suppressed
Repeat these steps to add all desired antibiotic test conditions.
Select X in the condition row if you wish to remove it from the list.
Once you have completed your changes, select Save to return to the Result Evaluation Rules administration page to continue creating or editing the result evaluation rules. Remember that you must select Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.

Culture Flag: The culture flag condition required for the rule to fire.
1. Select Normal, Abnormal , or Critical from the Culture Flag drop-down list.
2. Once you have completed your changes, select Save to return to the Result Evaluation Rules administration page to continue creating or editing the result evaluation rules. Remember that you must select Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.
Culture Tests: Allows you to define culture tests that are used for the rule condition.
1. Select All Culture Tests meet condition to specify that all culture tests must meet the condition for the rule to fire.
2. Select At least one Culture Test meets the condition to specify that at least one culture test must meet the condition for the rule to fire.
3. Select in or enter text into the Culture Tests search-as-you-type field to search for and select a culture test. Select the magnifying glass icon to manually search for a culture test.
4. Select the Select checkbox to add or remove a culture test from the table.
5. Select either In Process or Complete from the Workup Status options to specify the status of the culture test. Select In Process if the culture test is in process of completing or select Complete if the culture test has been completed.
6. Once you have completed your changes, select Save to return to the Result Evaluation Rules administration page to continue creating or editing the result evaluation rules. Remember that you must select Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.
Isolate Organism: A list of organisms that when present, or not present, will trigger the rule.
1. Select either the Selected Isolate Organisms option or the All Isolate Organisms Except... option to establish whether the condition will apply to the isolate organisms you add, or if it will apply to all isolate organisms in the system except for those you add.
2. Enter one or more characters in the Isolate Organisms search-as-you-type field, then select the isolate organism.
3. Repeat these steps to add all desired isolate organisms to the condition.
4. The selections are listed in a table. Clear the Select checkbox next to an organism name to remove it from the list.
5. Once you have completed your changes, select Save to return to the Result Evaluation Rules administration page to continue creating or editing the result evaluation rules. Remember that you must select Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.

Isolate Tests: Allows you to define isolate tests that are used for the rule condition.
1. Select All Isolate Tests meet condition to specify that all isolate tests must meet the condition for the rule to fire.
2. Select At least one Isolate Test meets the condition to specify that at least one isolate test must meet the condition for the rule to fire.
3. Select in or enter text into the Isolate Tests search-as-you-type field to search for and select an isolate test. Select the magnifying glass icon to manually search for an isolate test.
4. Select the Select checkbox to add or remove an isolate test from the table.
5. Select either In Process or Complete from the Workup Status options to specify the status of the isolate test. Select In Process if the isolate test is in process of completing or select Complete if the isolate test has been completed.
6. Once you have completed your changes, select Save to return to the Result Evaluation Rules administration page to continue creating or editing the result evaluation rules. Remember that you must select Save on the Result Evaluation Rules page in order to finalize the changes you make on this page.
Media Observation Conditions: Conditions can be made to apply to a specific set of media and/or apply to specific media observation text. These conditions can be applied in groups. A Media Observation group can apply a series of media observation conditions. Use the All Media Observation condition groups are met option to trigger the rule when all conditions in all groups are met. Use the Any Media Observation condition group is met option to trigger the rule when all conditions in any one group are met.
1. Select All Media Observation Condition groups are met to specify that all media observation condition groups must be met for the rule to fire.
2. Select Any Media Observation Condition group is met to specify that any media observation condition groups must be met for the rule to fire.
3. Select Add Group to add a new Media Observation Condition Group section to the page.
4. Select Add Media Observation Condition to add a new media observation condition to the media observation condition group.
5. Select Remove Group to remove the media observation condition group from the page.
6. Select an option from the drop-down list to specify the parameters of the condition. Select one of the following:
  - Begins With
  - Begins With (cs)
  - Contains
  - Contains (cs)
  - Is Equal To
  - Is Equal To (cs)
  - Applies To Any Media
  - Match Specific Media
7. Select an option from the drop-down list to specify the parameters of the condition. Select one of the following:
  - Begins With
  - Begins With (cs)
  - Contains
  - Contains (cs)
  - Does Not Contain
  - Does Not Contain (cs)
  - Is Equal To
  - Is Equal To (cs)
  - Is Not Equal To
  - Is Not Equal To (cs)
  - Is Greater Than
  - Is Less Than
  - Is Empty
  - Is Not Empty
  - Is Not Used
8. Select X to delete the media from the table.
9. Once you have completed your changes, select Save to return to the Result Evaluation Rules administration page to continue creating or editing the result evaluation rules. Remember that you must select Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.

Setting Result Evaluation Rules Actions

Below is a description of each available action and the steps to follow to add or edit the action's settings.

Add Order Choice Comment: Adds the ability to include an order choice comment on the Work in Progress page.
1. Enter the order choice comment in the Order choice comment to add text field. You may select a field code from the drop-down list to insert in the text field.
2. Select the Display on lab report checkbox to have the order choice comment displayed on the lab report.
3. Select the Display on requisition and manifest checkbox to have the order choice comment displayed on both the requisition and the manifest.
4. Select the Send to host electronically checkbox to have the order choice comment sent to the host electronically.
5. Select the Do not create multiple comments with the same text checkbox to have the system not create multiple order choice comments with the same text.
6. Select the Display when reviewing results checkbox to have the system display the comment as an alert when a user is reviewing results.
7. Once you have completed your changes, select Save to return to the Result Evaluation Rules administration page to continue creating or editing the result evaluation rules. Remember that you must select Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.
Add Order Comment: Adds the ability to include an order comment on the Work in Progress page.
1. Enter the order comment in the Order comment to add text field. You may select a field code from the drop-down list to insert in the text field.
2. Select the Display on lab report checkbox to have the order comment displayed on the lab report.
3. Select the Display on result evaluation and manifest checkbox to have the order comment displayed on both the result evaluation and the manifest.
4. Select the Display on form letter checkbox to have the order comment displayed on the form letter.
5. Select the Send to host electronically checkbox to have the order comment sent to the host electronically.
6. Select the Copy comment on next standing order creation checkbox to have the system copy the order comment on the next standing order that is created.
7. Select the Do not create multiple comments with the same text checkbox to have the system not create multiple order comments with the same text.
8. Select the Display when reviewing results checkbox to have the system display the comment as an alert when a user is reviewing results.
9. Once you have completed your changes, select Save to return to the Result Evaluation Rules administration page to continue creating or editing the result evaluation rules. Remember that you must select Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.
Add Result Recipients - Locations: Adds specified locations to an order's Result Recipients list.
1. Select in or add text to the Add Location Result Recipient search-as-you-type field to add a location result recipient to the list.
2. Add text to the following filter fields:
  - Location ID: Filter the table by the location ID.
  - ZIP Code: Filter the table by the ZIP code.
  - Provider Last Name: Filter the table by the provider's last name.
  - City: Filter the table by the city.
  - Practice: Filter the table by the practice.
3. Select the Show active only checkbox to have the table filter by active locations in the system.
4. Select the Clear button to clear the filter fields.
5. Select the Select checkbox to add the location to the table. Clear the checkbox to remove the location from the table.
6. Once you have completed your changes, select Save to return to the Result Evaluation Rules administration page to continue creating or editing the result evaluation rule. Remember that you must select Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.
Add Result Recipients - Users: Adds specified users to an order's Result Recipients list.
1. Select in or add text to the Add User Result Recipient search-as-you-type field to add a user result recipient to the list.
2. Add text to the following filter fields:
  - Location ID: Filter the table by the location ID.
  - ZIP Code: Filter the table by the ZIP code.
  - Provider Last Name: Filter the table by the provider's last name.
  - City: Filter the table by the city.
  - Practice: Filter the table by the practice.
3. Select the Show active only checkbox to have the table filter by active users in the system.
4. Select the Clear button to clear the filter fields.
5. Select the Select checkbox to add the user to the table. Clear the checkbox to remove the user from the table.
6. Once you have completed your changes, select Save to return to the Result Evaluation Rules administration page to continue creating or editing the result evaluation rule. Remember that you must select Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.
Add Unapproved Result Comment: Adds the ability to include an unapproved result comment on the Work in Progress page.
1. Enter the result comment in the Result comment to add text field. You may select a field code from the drop-down list to insert in the text field.
2. Select the Display on lab report checkbox to have the result comment displayed on the lab report.
3. Select the Do not create multiple comments with the same text checkbox to have the system not create multiple result comments with the same text.
4. Select the Display when reviewing results checkbox to have the system display the comment as an alert when a user is reviewing results.
5. Select the Use triggered tests checkbox to have the system use triggered tests for unapproved results.
6. Enter text in or select in the Tests search-as-you-type field to manually search for tests that include unapproved result comments.
7. Once you have completed your changes, select Save to return to the Result Evaluation Rules administration page to continue creating or editing the result evaluation rules. Remember that you must select Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.
Appended Forms: Adds the selected form letters to the result report for the order.
1. Select a form letter from the drop-down list in the Result Evaluation Rules Action section, and then select Add.
2. Repeat these steps to add all of the desired form letters to the action.
3. Your system lists the form letters you add in the Append Forms section. Select X next to a form letter if you wish to remove it from the list.
4. Once you have completed your changes, select Save to return to the Result Evaluation Rules administration page to continue creating or editing the result evaluation rules. Remember that you must select Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.
Appended Order Choices: Adds the selected order choices to the order.
1. Enter text or select in Appended Order Choices search-as-you-type field to select the order choice.
2. Repeat this step to add all desired order choices to the action.
3. Your system lists the selected order choices. Select X next to an order choice to remove it from the list.
4. Select an option from the drop-down list to assign behaviors to the rule action that will occur when your system appends an order choice to the order:
  - Force Collected
  - Force Collected and hold for Batch Transmission
  - Use ordering location setting for collection
  - Prevent collection
5. Select the When Order Choices are collected, force labels to print (using Ordering Location Label Printer settings) checkbox to have your system force labels to print when order choices are collected. This setting uses Ordering Location Label Printer settings.
6. Select the When Order Choices are collected, force Requisitions to print (using Ordering Location Printer settings) checkbox to have your system force requisitions to print when order choices are collected. This setting uses Ordering Location Printer settings.
7. Select the Use order choice specified in condition to determine collection date/time for appended order choices checkbox to have your system use order choice specified conditions to determine the collection date/time for appended order choices.
8. Select the Copy clinical info from existing order choices option to have your system copy any existing clinical info from existing order choices to the new appended order choices.
9. Select the Copy billing info from current order choices option to have your system copy any existing billing information (patient bill, client bill, direct bill, etc.) from the rule-triggering order choice to the appended order choice.
10. Select the Create new order for appended order choices option to create a new order based on the rule firing. When the rule fires, instead of attaching the order choices to the order, your system will place the order choices on a new order for that same patient. When this checkbox is selected, the Proposed Collection Date/Time and Ordering Date/Time drop-down lists can be configured. Select either Do not set the proposed collection date/time, Use original order's proposed collection date/time, or Offset from the original order's collection date/time from the list, and select either Default order's ordering date/time, Use original order's ordering date/time, or Offset from the original order's collection date/time from the list, respectively.
11. Select the Copy order comments to new order checkbox to have your system copy any comments on a order followed by adding those same comments to a newly-created order.
12. Select the Prevent split order rules from running checkbox to prevent the splitting of appended order choices.
13. Once you have completed your changes, select Save to return to the Result Evaluation Rules administration page to continue creating or editing the result evaluation rules. Remember that you must select Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.
Display Message: Displays the selected message on the Work in Progress page.
1. Enter text in the Message to display text field.
2. Select Test to see a preview of your message.
3. Select the Suppress this message if no other actions on this successfully perform checkbox to prevent the message from displaying unless at least one other action is successful.
4. Once you have completed your changes, select Save to return to the Result Evaluation Rules administration page to continue creating or editing the result evaluation rules. Remember that you must select Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.
Edit Test Flag: Adds test flags on any number of performed tests.
1. Select an option from the Flag As drop-down list to specify the state of the flag. Select either Normal, Abnormal, Critical, Abnormal Low, Abnormal High, Critical Low, or Critical High from the drop-down list.
2. Select the Use triggered tests checkbox to have the system use triggered tests for test flags.
3. Enter text in or select in the Tests search-as-you-type field to manually search for tests that include test flags. This is a required field.
4. Select the Override result flag even when received from an instrument checkbox to always override result flags with the flag set by the rule.
5. Once you have completed your changes, select Save to return to the Result Evaluation Rules administration page to continue creating or editing the result evaluation rules. Remember that you must select Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.
Edit Test Result(s): Adds the ability to edit a test result.
1. Select Add to open the Add Test Result pop-up.
2. Select the Use triggered tests checkbox to have the system use triggered tests for test results.
3. Enter text in or select in the Tests search-as-you-type field to manually search for tests that include test results.
4. Select the Set Numeric Result checkbox, followed by entering a value in the field, to specify a numeric result for the test result.
5. Select the Set Text Result checkbox, followed by entering text in the field, to specify a text result for the test result. Select the Append checkbox to have the result appended, then add a value in the Delimiter field.
6. Select the Set Prefix to checkbox, followed by selecting an option from the drop-down list. Select either blank (set to clear the prefix), <, <=, >, or => from the drop-down list.
7. Select the Set Consistency to checkbox, followed by selecting an option from the drop-down list. Select either Blank, Consistent, or Inconsistent. This option is for toxicology tests and is available only with a Toxicology license.
8. Select the Set Disable Formulas checkbox to place the selected tests in a state where formulas will no longer run. This option can only be un-set from Advanced Review Results. Note that this rule applies to non–Advanced Review Results tests as well.
9. Select the Set Coded Results checkbox to specify coded results the rule should use for the test result(s). Select in or begin typing in the Select a Coded Result to add search-as-you-type field to add codes to the Coded Result list table. The codes added first will sort to the top of the list; when the rule triggers, the codes selected will be added to the coded result on the AP Worksheet in the order they appear in the list. Sort the list by selecting the equal sign in the Sort column and dragging and dropping the code's row to the desired place in the list. Select the X button to remove the code from the list.
  1. Append Codes: Select the checkbox to append the codes to the selected coded results (rich text) on the AP Worksheet when the rule is triggered. When this checkbox is clear, the coded results selected will replace both the coded results and the code's reported results on the AP Worksheet when the rule is triggered.
10. Select Save to save any changes made on the pop-up, or select Cancel to return to the page without making any changes.
11. Once you have completed your changes, select Save to return to the Result Evaluation Rules administration page to continue creating or editing the result evaluation rules. Remember that you must select Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.
Force Result Release Or Hold: Forces a result to be released or held. This action (force to hold or release) is applied to the qualifying current order choices (condition). It is possible to configure an order entry rule to flag an order choice as forced to be released, and then override that behavior with a result evaluation rules setting with the order choice to be held, or vice versa.
1. Select an option from the configuration drop-down list to specify what the action should do. Select either Action not used, Force result release, or Force hold results from the drop-down list.
2. Select an option from the The results will be affected on drop-down list to specify what the results action will be affected on. Select Qualifying Current Order Choices from the drop-down list.
3. Once you have completed your changes, select Save to return to the Result Evaluation Rules administration page to continue creating or editing the result evaluation rules. Remember that you must select Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.
New Order User-defined Field Responses: Adds new responses for order user-defined fields.
1. Select the checkboxes for custom fields that should be configured. When a custom field checkbox is selected, the field to the right of the checkbox becomes available. Enter an order user-defined field response in all fields that apply.
2. Repeat these steps to add all desired custom fields.
3. Once you have completed your changes, select Save to return to the Result Evaluation Rules administration page to continue creating or editing the result evaluation rule. Remember that you must select Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.
Order QC: Adds the selected QC to the order.
1. Enter text or select in QC search-as-you-type field to select QC material.
2. Repeat this step to add all desired material to the action.
3. Your system lists the selected material. Select X next to a lot name to remove it from the list.
4. Once you have completed your changes, select Save to return to the Result Evaluation Rules administration page to continue creating or editing the result evaluation rules. Remember that you must select Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.
Prevent Auto-approval: Adds the ability to prevent auto-approval.
1. Select the Prevent auto-approval checkbox to have the system prevent auto-approval.
2. Once you have completed your changes, select Save to return to the Result Evaluation Rules administration page to continue creating or editing the result evaluation rules. Remember that you must select Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.
Rerun Test(s): Adds the ability to rerun tests.
1. Use triggered test: Select this checkbox to only fire the action on the specific tests that were qualified by the rule. If no test-level criteria is defined with this setting, tests will not be rerun.
2. Rerun Tests: Enter text or select in this search-as-you-type field to manually search for and select tests to rerun. Selected tests are added to the table.
3. The table displays the name, abbreviation, and order choice for the test. Clear the Select checkbox to remove a test from the table.
4. Once you have completed your changes, select Save to return to the Result Evaluation Rules administration page to continue creating or editing the result evaluation rules. Remember that you must select Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.
Send Notifications: Allows the user to define specific Event Notifications to be sent out when the result evaluation rules is triggered.
1. Select Add Notification to add a Result Evaluation Rules-level notification. When the button is selected, an Add Notification button will appear. Select the button to display the Add Result Evaluation Rules Notification pop-up.
2. Once you have selected Add Notification, a notification will be added to the Add Result Evaluation Rules Notification section. The section will display the active status, event type, a description, form letter, a threshold (required), and the option to delete the notification. Select either the Critical Result Received, Result Evaluation Rules Notification, or STAT Order Saved buttons on the pop-up to create the type of notification.
3. Edit the event type and description fields by selecting inside the fields and editing as necessary. For example, the event type will read Result Evaluation Rules Notification and the description will read Critical Results received for an order. Select the Active checkbox to remove the active status from the notification.
4. Delete the notification by selecting X. The Add Result Evaluation Rules Notification section will display a "No Result Evaluation Rules notifications defined" message.
5. Select Add Recipient to add a recipient for the notification. When the button is selected, an Add Event Recipient pop-up will appear. The pop-up will ask what type of recipient you would like to create.
  - Select the External Recipient button to create an external recipient. A new section will appear under the notification and will require you to fill in a name and delivery details in the specified fields. The required fields will be highlighted in red. Select the Delivery Type drop-down list to select a delivery type. Select either Email, Fax, or Client Services Item from the drop-down list. Add a description by selecting inside the Description field and adding text as necessary. Delete the recipient by selecting X. A "No recipients defined" message will be displayed.
  - Select User to select a user to be the notification recipient. When the button is selected, you will select a user from the available table by selecting on the user's name, or by entering one or more characters in the Search field to search for a specific user. Select the user's name to add the user to the Result Evaluation Rules-level Notifications section. Select the Delivery Type drop-down list to select a delivery type. Select either Email, Fax, or Client Services Item from the drop-down list. Delete the user by selecting X. A "No recipients defined" message will be displayed.
  - Select Location to select a location to be the notification recipient. When the button is selected, you will select a location from the available table by selecting on the location name, or by entering one or more characters in the Search field to search for a specific location. Select the location name to add the location to the Result Evaluation Rules-level Notifications section. Select the Delivery Type drop-down list to select a delivery type. Select either Email, Fax, or Client Services Item from the drop-down list. Delete the location by selecting X. A "No recipients defined" message will be displayed.
  - Select Event Log to send a notification to the Event Log administration page. See the Event Log topic.
6. Once you have completed your changes, select Save to return to the Result Evaluation Rules administration page to continue creating or editing the order entry rule. Remember that you must select Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.
Suppress Tests: Adds the ability to suppress tests.
1. Select the Suppress triggered tests checkbox to suppress the tests that triggered the rule or the rule can be configured to suppress specific tests by clearing the checkbox and selecting the tests to be suppressed. Either the checkbox must be selected or at least one test must be selected in order to save the action.
2. Select in or add text in to the Add Suppressed Test search-as-you-type field to add a suppressed test in the table. Select the Select checkbox to add the test in the table, or clear the checkbox to remove the test from the table. The table displays the name, abbreviation, and order choice for the suppressed test.
3. Select one or more of the following checkboxes to suppress individual result components of the test:
  - Suppress All Result Values for the test
  - Suppress Numeric Result Value (with Prefix)
  - Suppress Text Result Value
  - Suppress Consistency Result Value (Toxicology specific)
  - Suppress Normalized Result Value (Toxicology specific)
4. Once you have completed your changes, select Save to return to the Result Evaluation Rules administration page to continue creating or editing the order entry rule. Remember that you must select Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.
Unsuppress Tests: Adds the ability to unsuppress tests.
1. Select the Use triggered tests checkbox to unsuppress the tests that triggered the rule or the rule can be configured to unsuppress specific tests by clearing the checkbox and selecting the tests to be used. Either the checkbox must be selected or at least one test must be selected in order to save the action.
2. Select in or add text in to the Tests search-as-you-type field to add an unsuppressed test in the table. Select the Select checkbox to add the test in the table, or clear the checkbox to remove the test from the table. The table displays the name, abbreviation, and order choice for the unsuppressed test.
3. Select one or more of the following checkboxes to unsuppress individual result components of the test:
  - Unsuppress All Result Values for the test
  - Unsuppress Numeric Result Value (with Prefix)
  - Unsuppress Text Result Value
  - Unsuppress Consistency Result Value (Toxicology specific)
  - Unsuppress Normalized Result Value (Toxicology specific)
4. Once you have completed your changes, select Save to return to the Result Evaluation Rules administration page to continue creating or editing the order entry rule. Remember that you must select Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.

If your modifications are complete, select Save to record all changes. Otherwise, complete the remaining sections, and then select Save.

Adding or Editing Microbiology Result Evaluation Rules Actions

Below is a description of each available microbiology action and the steps to follow to add or edit the action settings.

These actions are only available if you have the Microbiology module license enabled.

Add Billing Codes: When enabled, the action allows you to add billing codes.
1. Select in or enter text into the CPT code(s) to add search-as-you-type field to search for and select CPT codes. Select the blue link to add the CPT codes to the table.
  - Enter a modifier in the Modifier field as well as a value in the Qty to add field.
2. Select in or enter text into the Charge code(s) to add search-as-you-type field to search for and select charge codes. Select the blue link to add the charge codes to the table.
  - Enter a modifier in the Modifier field as well as a value in the Qty to add field.
3. Select in or enter text into the Bill-only item(s) to add search-as-you-type field to search for and select bill-only items. Select the blue link to add the charge codes to the table. Enter a modifier in the Modifier field as well as a value in the Qty to add field.
4. Select the magnifying glass icon for each search-as-you-type field to manually search for billing codes.
5. Select the Select checkbox for each table to add/remove items from their tables.
6. Once you have completed your changes, select Save to return to the Result Evaluation Rules administration page to continue creating or editing the result evaluation rules. Remember that you must select Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.
Add Isolate Observation: This action allows you to add isolate observations to a result evaluation rule.
1. Select Add to open the isolate observation details area.
  1. Select the Add isolate observation checkbox to begin adding an isolate observation.
  2. Enter text in the Isolate observation text: field to give a detailed observation of the isolate.
  3. Select the Isolate observation is reportable checkbox to specify that the isolate observation is reportable in the system.
2. Repeat these steps to add all desired isolate observations into the system.
3. Once you have completed your changes, select Save to return to the Result Evaluation Rules administration page to continue creating or editing the result evaluation rules. Remember that you must select Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.
Add Micro Media Container(s): When enabled, the action allows you to add microbiology media containers for a rule.
1. Select the Add the selected media containers to the triggering order choice option to add the specified Media Container(s) to add to the microbiology order choice when the result evaluation rule conditions are met. When Allow repeated retriggering is cleared, this option only triggers once per order choice, meaning it will not trigger on a per triggering Isolate basis.
2. Select the Add the selected media containers as sub-media to the option followed by selecting an option from the drop-down list and search-as-you type field. The drop-down list includes the options First parent media and First triggering parent media. When Allow repeated retriggering is cleared, the option First parent media triggers once per order choice when isolate-specific conditions are not used.
  
  However, if isolate-specific conditions are used, this triggers once per isolate. The option First triggering parent media only triggers when the Media Observation conditions are part of the rule conditions and (when Allow repeated retriggering is cleared) it triggers once per isolate.
  Select First parent media to add the specified media container(s) as children of the first media matching the specified parent media container. What this considers to be first is on a hierarchical level. We consider the parent most media before searching through the subsequent child media.
  Select First triggering parent media to add the specified media container(s) as children of the first triggered media matching the specified parent media container. The triggered media come from the Media Observation conditions (required to be set to use this action). When Media Observation conditions trigger the rule, the media that triggered the rule will be the triggered media used by the First triggering parent media action.
3. Select in or enter text into the Media Container(s) to add search-as-you-type field to specify the parent media container to add the specified media containers to. Add media to the Media Container(s) to specify which media are to be added by this rule action.
4. Select the Select checkbox to add/remove media containers from the table.
5. Once you have completed your changes, select Save to return to the Result Evaluation Rules administration page to continue creating or editing the result evaluation rules. Remember that you must select Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.
Edit Antibiotic Results(s): Add result actions to any number of antibiotics.
1. Select Add to open the Add Antibiotic Result pop-up.
  1. Enter text or select in the search-as-you-type field in the Antibiotic(s) section to search for and select antibiotics to add to the list.
  2. Select one or more of the checkboxes in the Result(s) section to define your result.
    - Set Numeric Result: Select this checkbox and enter a number in the text field.
    - Set Interpretation: Select this checkbox and select an option from the drop-down list. If you've defined custom antibiotic interpretations in Microbiology Settings, those will also display in this drop-down list for selection.
    - Set Suppress Result: Select this checkbox and select an option from the drop-down list.
    - Set Suppress Interpretation: Select this checkbox and select an option from the drop-down list.
  3. Select Save on the pop-up to save your selections and return to the Edit Result Evaluation Rule page, where you will see your selections in the Antibiotic Result(s) list, or select Cancel to return to the Edit Result Evaluation Rule page without saving any selections.
2. Repeat these steps to add all desired antibiotics to the Antibiotic Result(s) list.
3. Once you have completed your changes, select Save to return to the Result Evaluation Rules administration page to continue creating or editing the result evaluation rules. Remember that you must select Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.
Order Culture Tests: When triggered, the action adds the selected tests to the work card. The action is capable of adding multiple copies of the same test if the rule is triggered multiple times or if the test already exists on the work card.
1. Select the Order Culture Tests checkbox to utilize the search-as-you-type field to order culture tests for the rule to fire.
2. Select in or enter text in the Culture Tests To Order search-as-you-type field to search for and select a culture test to order for the rule to fire.
3. Select the Select checkbox to add/remove the culture test from the table.
4. Once you have completed your changes, select Save to return to the Result Evaluation Rules administration page to continue creating or editing the result evaluation rules. Remember that you must select Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.
Order Isolate Tests: When triggered, the action adds the selected tests to every isolate that qualifies for the selected conditions.
1. Select the Order Isolate Tests checkbox to utilize the search-as-you-type field to order isolate tests for the rule to fire.
2. Select in or enter text in the Isolate Tests To Order search-as-you-type field to search for and select an isolate test to order for the rule to fire. You can also select Auto ID and susceptibility panel tests if they have an Organism, Sample Type, or Order choice filter.
3. Select the Select checkbox to add/remove the isolate test from the table.
4. Once you have completed your changes, select Save to return to the Result Evaluation Rules administration page to continue creating or editing the result evaluation rules. Remember that you must select Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.
Remove Billing Codes: When enabled, the action allows you to remove billing codes.
1. Select in or enter text into the CPT code(s) to remove search-as-you-type field to search for and select CPT codes to remove.
  - Modifier: Enter the modifier into the available field.
  - Qty to remove: Enter a value in the field to specify how many codes to remove.
  - Remove All: Select the checkbox to remove all codes from the table.
2. Select in or enter text into the Charge code(s) to remove search-as-you-type field to search for and select charge codes to remove.
  - Modifier: Enter the modifier into the available field.
  - Qty to remove: Enter a value in the field to specify how many codes to remove.
  - Remove All: Select the checkbox to remove all codes from the table.
3. Select the magnifying glass icon to manually search for billing codes to remove.
4. Select the Select checkbox to add/remove billing codes from their tables.
5. Once you have completed your changes, select Save to return to the Result Evaluation Rules administration page to continue creating or editing the result evaluation rules. Remember that you must select Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.
Set Culture Test Severity Flag: When enabled, the action updates the abnormal flag on every triggering isolate to the value that was set on the action.
1. Select the Set flag for triggering culture tests to checkbox to set a severity level for the culture test to trigger the rule.
2. Select either Normal, Abnormal, or Critical from the drop-down list to specify the severity level of the culture test for the rule to fire.
3. Once you have completed your changes, select Save to return to the Result Evaluation Rules administration page to continue creating or editing the result evaluation rules. Remember that you must select Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.
Set Isolate Severity Flag: When enabled, the action updates the abnormal flag on every triggering isolate to the value that was set on the action. Isolates that did not trigger the condition are unaffected.
1. Select the Set triggering Isolate Organism flag to checkbox to set a severity level for the isolate test to trigger the rule.
2. Select either Normal, Abnormal, or Critical from the drop-down list to specify the severity level of the isolate test for the rule to fire.
3. Once you have completed your changes, select Save to return to the Result Evaluation Rules administration page to continue creating or editing the result evaluation rules. Remember that you must select Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.
Update Isolate Organism: When enabled, the action updates the organism on every triggering isolate to the organism that was selected on the action. Isolates that did not trigger the condition are unaffected.
1. Select the Update Isolate Organism checkbox to have the system update the organism with the selected isolate organism from the search-as-you-type field.
2. Select in or enter text into the Update Isolate Organism To search-as-you-type field to search for and select the isolate organism that the isolate will update to.
3. Select X to remove the text from the field, or select the magnifying glass icon to manually search for an isolate organism.
4. Once you have completed your changes, select Save to return to the Result Evaluation Rules administration page to continue creating or editing the result evaluation rules. Remember that you must select Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.

Adding or Editing Anatomic Pathology Result Evaluation Rules Actions

Below is a description of each available anatomic pathology action and the steps to follow to add or edit the action settings.

These actions are only available if you have the Anatomic Pathology module license enabled.

Add Protocol to Case: This action adds an active AP Protocol to a case.
1. Select or begin typing in the Add Protocols to Case search-as-you-type field to search for and select one or more protocols to add to the case when the action is triggered. This field is required.
2. Clear the Select checkbox to remove protocols from the table.
3. Once you have completed your changes, select Save to return to the Result Evaluation Rules administration page to continue creating or editing the result evaluation rules. You must select Save on the Result Evaluation Rules administration page to finalize the changes you make on this page.
Add Test to Case: This action adds an active test to a case.
1. Select or begin typing in the Add Tests to Case search-as-you-type field to search for and select one or more tests to add to the case when the action is triggered. This field is required.
2. Clear the Select checkbox to remove tests from the table.
3. Once you have completed your changes, select Save to return to the Result Evaluation Rules administration page to continue creating or editing the result evaluation rules. You must select Save on the Result Evaluation Rules administration page to finalize the changes you make on this page.
Assign Case: Assigns or unassigns a case to a list of specific users. The system assigns or unassigns each triggered case to a list of specific users in a round-robin type fashion.
1. Select from one of the following options:
  - Unassign AP Case: Select to unassign the AP case when the action is triggered.
  - Rotate between these users: Select to assign the AP case to a specific list of AP users when the action is triggered. Use the Selected Users search-as-you-type field to search for and select users to add to the list. The first case to trigger the action will be assigned to the first user in the list. The second case will be assigned to the second user in the list, and so on until the final user in the list is reached. The next case assignment will be to the first user in the list and will continue through the list in a round-robin fashion. You can only select users who could be assigned to cases that are selected in the Current Order Choices condition. This action will assign all qualifying order choices to the selected user.
2. Once you have completed your changes, select Save to return to the Result Evaluation Rules page to continue creating or editing the result evaluation rule. Remember that you must select Save on the Result Evaluation Rules page to finalize the changes you make on this page.
Edit AP Test Result(s): Adds tests to be edited, and then presents each test with its configured enterability for the user to define the result to be entered. When the rule fires, the action applies the selected tests and entered result to any matching tests that triggered the rule's conditions. The action will not apply to tests that have not triggered the rule's conditions.
- Select the Add Test button to add a test to the rule.
- Select or type in the Select AP Test search field to search for and select an AP test to add to the rule. You can only add report data, diagnosis, clinical information, quality assurance, and stain AP tests.
  - Select the X button in the top-right corner of the selected test to remove it.
- Once you have completed your changes, select Save to return to the Result Evaluation Rules page to continue creating or editing the result evaluation rule. Remember that you must select Save on the Result Evaluation Rules page to finalize the changes you make on this page.
Set AP Test Severity Flag: Sets the severity flags of the anatomic pathology order when the conditions are met.
1. Select the Set triggering AP Test flag to checkbox to set a severity level for the AP test when the rule is triggered.
2. Select either Normal, Abnormal, or Critical from the drop-down list to specify the severity level the AP test will be set to when the rule fires.
3. Once you have completed your changes, select Save to return to the Result Evaluation Rules administration page to continue creating or editing the result evaluation rule. Remember that you must select Save on the Result Evaluation Rules administration page to finalize the changes you make on this page.