Sample Batching Overview

For any orders for which all samples have been received and none are on hold, their samples are available to be batched into a Process Group (Batch). Typically this may be either a Prep process or an Analysis process. Specimens may be batched for any process defined in a test. For instance, Test A includes three processes before it is deemed Complete and reportable:

Prep

Analysis

Review

You can create a batch/process group for the Prep process as soon as one or more specimens have been received, and add them to that batch/process group. Then, once data have been entered for all specimens in that group (in this case, probably a result of "performed", "done" and/or a date/time), then the batch is complete, it falls off the list of batches and its specimens are all available for the next process - in this example Analysis. The same process occurs and then a Review batch is created and its specimens' results reviewed and approved/sent for re-run or canceled. Once all specimens are completed for all processes, they show up in the report.

To Create a New Sample Batch

In the Sample Batching screen, click the New button.

Select the Department Name.

Select the Process Name.

Click the Continue button. The Batch, or Process Group screen is displayed. It is automatically assigned a unique ID number, according to lab protocol (this is configured at setup).

All samples in the Location that are Received, not On Hold and thus available for batching are displayed. Click on the samples to be batched for this Analysis Batch, and click Add Sel. (Add Selected) or click Add All .