AP Worksheet Pop-up

Select to open the Print Labels pop-up, which displays a table for the current AP case and a table listing each collection container on the case and options for printing labels for the containers. 

• Case: Displays the number of AP cases selected in the table.
• Containers, Blocks, or Slides: Displays the number of AP collection containers, blocks, or slides on the case that are selected in the table.
• Override Default Label Printer: Use the search-as-you-type field to search for and select a different printer to print the selected items to.
• Select: Select the checkbox to select the item for label printing. The system automatically selects the items associated with the case materials you right-clicked in the Case Materials menu; however, you can select other items to print as well.
• AP ID: Displays the ID of the part that the collection container is associated with.
• Collection Date/Time: Displays the collection date and time of the listed part or container.
• Container Name: Displays the name of the container item. For the Slides table, this column also displays the stain test name; if there is no stain test name, the text Unstained will display.
• Case/Container Count: Displays the number of labels to print for this case or container. Enter the number of labels to print in the field.
• Hopper Value: Displays the default hopper value set on the Tube or Container Types page. If no default is set, the Specimen Source or Specimen Source Category hopper values are displayed instead. Enter the hopper value in the field, if different than the default.
• Label Printer: Displays the label printer that will print the label for this case or container. Use the search-as-you-type field to search for and select a label printer to use.
• Print Labels: Select the button to send the labels to the selected label printer.
  • To the left of the Print Labels button, the system will display the total number of labels requested.

Select to open the Specimen Part Details pop-up to make modifications to the specimen part. If the case has been opened on Amendment or Addendum, you cannot edit specimen parts.

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

The system will only add tests that have the current order choice listed in the Valid AP Order Choices for the test in test's settings.

The system will only add tests to the case if the tests have an instrument at the order choice's testing facility.

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

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

Displays the part ID: <Part ID Suffix><period character><space character><Specimen part name value>

• For example, A. Skin.

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

• Copy ID to Clipboard: Select to copy the ID so you can paste it elsewhere.
• Sample Inquiry: Select to open the Sample Inquiry pop-up for the Parts related to the AP Collection Container record.
• Edit Specimen Part: Select to open the Specimen Part Details pop-up to make modifications to the specimen part. If you enter additional information in the specimen part fields, the system will display it in the specimen part descriptions in the Case Materials section. If the case has been opened on Amendment or Addendum, you cannot edit specimen parts.
• Remove Part: Select to remove the part. This action rejects the specimen part and all related test results. If the case has been opened on Amendment or Addendum, you cannot remove parts.

Select Focus Data on <Part Suffix> to limit the tests on the rest of the worksheet to those related to the selected part and its children or at the case level. 

When you select this menu option:

• The report focuses on the selected part.
• The text "Focusing data on Specimen <Part Suffix>" appears directly beneath the report title. Select the Show All link next to this text to remove focus from the selected part.
• In the Case Materials section, the selected part is in bold font.

Select (Un)Focus Data on <Part Suffix> to remove focus from the specific part.

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

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

Select to open a list of AP Container Groups that have the current Case Order Choice listed in the Valid AP Order Choices that do not contain any Blocks.

All Slides added must have their associated Stain applied based on the settings in the AP Container Group.

Select to open a list of AP Containers with the Block type. You can set the quantity of Blocks to add.

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

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

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

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

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

Suffix starting with Block followed by AP Container Name value.

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

• Copy ID to Clipboard: Select to copy the ID for pasting elsewhere.
• Sample Inquiry: Select to open the Sample Inquiry pop-up for the blocks related to the AP Container record.
• Remove Block: Select to remove the Block , its children, and any related tests to the Block and children. If children are present, an alert pop-up appears asking if you would like to remove the children and related tests. If the case has been opened on Amendment or Addendum, you cannot remove a block if there are reported tests related to that block or if it has children with related reported tests.

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

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

Select to open a list of AP Container Groups that have the current Case Order Choice listed in the Valid AP Order Choices that do not contain any Blocks.

All Slides added must have their associated Stain applied based on the settings in the AP Container Group.

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

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

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

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

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

If a block has a note attached, a green bubble will appear next to it in the Case Materials section. You can use your mouse pointer to hover over the bubble to see the note text.

Turnaround Time (TAT) Tests

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

Coded Results Tests

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

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

AP GYN Cytology Tests

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

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

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

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

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

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

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

See View Issued Report Pop-up. 

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Select the document name to view the linked document.

If the document is a Report Image test type, selecting the document name opens the Report Image pop-up, where you can view, add, or annotate an image. 

Use the Report Image pop-up to set the following:

• Name: Enter a name for the image.
• Suppress on Report: Select the checkbox to suppress the report image from displaying on the report.
• Document: Select the Acquire Image button to upload a file via the TWAIN application. Select the Switch to browser upload link to display the Choose File button, where you can browse for and upload a file via your browser. Select the Switch to TWAIN application link to upload a file via TWAIN.
• Preview: Displays a preview of the uploaded images. Use the Select column to select images to work with. Use the Image column to view the image. Use the Sort column to move the image up or down in the list. Use the Remove checkbox to delete the image from the list. Button options include:
  • Remove All: Select to remove all images from the list.
  • Remove Selected: Select to remove selected images from the list.
  • Convert Selected into Single PDF: Select to merge the selected images into a single file. 
  • Annotate: Select to open the Annotate Image pop-up, where you can use the tools to add notes to the image. You can add layers, change colors, add text and shapes, as well as undo and redo actions. If the test has not yet been edited and has been set up to have a default base image in AP Settings, the test will load with the specified default base image; otherwise, you can select a base image to use.
• Description: Add a description to the files.
• Caption Above: Enter a caption for the images above the images.
• Caption Below: Enter a caption for the images below the images.

Hover your mouse pointer over the item to display the user who entered the information. 

Select the icon that looks like a notepad and pencil to open the Annotate Image pop-up, where you can use the tools to add notes to the image. You can select a base image, add layers and overlay images, change colors, add text and shapes, as well as undo and redo actions. If the test has not yet been edited and has been set up to have a default base image in the test's AP Settings, the test will load with the specified default base image; otherwise, you can select a base image to use.

This is only available with Report Image test types that have the setting Restrict to Image Library Images enabled in the test's AP Settings.

See Annotate Image Pop-up.

Displays the name of the QC test in bold.

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

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

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