Overview

Orders can be created either before samples are taken or once they are in the lab to be tested. In either case, the final step to make them available in the system for analysis is to show them as Received. First, the order is created.

Order Entry

On login, HCPOL defaults to the first menu item, Order Management.

To add a new order, click New .

New Order screen displays

Fill in all details available. Mandatory fields are labeled in Bold. Once all necessary information is entered/selected, click Save . The new order is saved and will appear in the Orders List main Order Entry screen. It now also displays additional informational areas. These are discussed further down.

The Order Detail screen refreshes with additional data areas

To Receive Orders

Log in, or navigate to the first menu item, Order Management by clicking on it.

Simply click on the Receive checkbox of the order you wish to receive in the LIS.

… then click the Receive button. The LIS asks if you would like to print sample labels. Click Yes or No.

The Order is removed from the Order Entry screen and ready to be processed.

Note: If the order contains any Samples that are On Hold, it will continue to be displayed on the Receiving screen and be unavailable for batching. Once the On Hold box is unchecked it will be moved from the Receiving screen and its samples available for batching.

Filtering: If there are a lot of orders – in fact in any list screen where there are a lot of items – use the LIS Filter to quickly bring up the item (s) you need.

Simply enter the information that best narrows down your search:

Important Note: The filter is “sticky”, that is, it remembers the last set of criteria you used to search. To remove the filter’s search criteria, click Reset Filter button.

Order Details and Associated Files

When an order is entered, upon saving, several Order Details, and the Associated Files frames display.

To add Order Details (Report Copy directions and/or Invoicing info) If Report copies or invoices are to be sent to particular people, select the appropriate choices in the dialog box that displays upon pressing the Order Detail New button.

You can also add any comments in the Comments field. Once all necessary information is entered/selected, click Save . The new order is saved and will appear in the Orders List main Order Entry screen with the additional information.

Other details may also be entered at this stage, including Insurance Details and Sample storage Details (location where samples are stored).

To add Associated Files to an Order

Click the Associated Files New button. The Add/Edit Associated Files dialog displays.

If the file you wish to associate is already saved in the LIS then select it from the Registered Documents. Otherwise, use the File Selection icon to locate a file stored somewhere on your computer or on the local area network (LAN).

Once selected, click Send to Server. The file is associated with the Order.

Auditing The Order screen is an audited page, which means that any time you Save in the main section, a dialog box pops up and requires a comment. This may be either typed in or selected from the preset list.

Audit Dialog Popup

Select Preset Comment Icon

Select Preset Comment

Authorized users can view audit records by clicking the Audit button, and if desired, the list can be filtered and/or exported to Excel.

To Add Samples/Specimens

Click the New button on the Samples tab.

The only required field is Sample Type. Fill in as much information as you have available. External Sample ID is for any identifying ID number the submitter uses. If there is some reason the sample should not be processed yet, check the On Hold box and provide comments.

Click Save . Once saved, the system assigns a unique Sample ID and the Test Assignment, Sample Fractions and Sample Detail frames display.

Assigning Tests

In some cases tests may be automatically assigned based on selection of Sample Type. In other cases that will merely filter the tests displayed for assignment. In either case, authorized users may manually assign/unassign tests as necessary.

On the Assign Sample Test Run w/o: frame of the Sample Detail screen displayed after creating or importing a new sample, click on the test(s) you wish to assign and click the Add Selected button. Alternatively you can use the Add All button.

Selected test(s) are assigned to be run.

If desired test does not appear in the list on the left, you can use the filter. Reset it as described in the Filter description earlier, and then search using desired criteria. If you wish to remove test runs, simply select and use the Remove Selected or Remove All button.