Pathnet Millennium End User Training Guide General ......3 K:\PathNet Support\End User...

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1 K:\PathNet Support\End User Training\Immunology\Training manual -IMMUNOLOGY .docx Pathnet Millennium End User Training Guide General Laboratory Immunology Reta Nambiar 2013

Transcript of Pathnet Millennium End User Training Guide General ......3 K:\PathNet Support\End User...

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Pathnet Millennium

End User Training Guide General Laboratory

Immunology

Reta Nambiar

2013

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Department Order Entry

Placing an Order in Department Order Entry 1. Launch the Department Order Entry application.

2. Enter MRN in the MRN field. If no MRN available , click on the

ellipsis button to open Encounter Search.

3. Enter the family name and/or date of birth box to search for the

patient

4. Select the correct encounter and click OK. If No open encounter than

add an encounter. If no patient found , click add person. See

Registration Section for details

5. Type the order name in the Orderable field and select the correct

order.

6. Enter Collected Date/Time

7. Enter Specimen Received Location

8. Review any remaining boxes that are required and complete them as

needed. These boxes have a yellow background.

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9. Add the order to the scratch pad or use CTRL+A.

10. If multiple orders , order these and add to scratch pad.

11. Click the Submit Order button or use CTRL+O .

12. Requests will be scanned in this step.See Document Scanning

Section for details.

Practice Activity

1. Use Department Order Entry to order the following tests. Record

the accession numbers for each order. These tests must all be

ordered at this time, as they are used in future activities.

2. Patient name: ______________________

MRN: _____________________

3. Procedure Name : Accession Number :----------------

Immunoglobulins

ASOT

ANCA

Tetanus IgG

C3C4

Tand B cell subset

Submit these orders and record the accession numbers.

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Add-On Orders in Department Order Entry

After all your orders are placed, an add-on order is needed. Follow the

steps below to place the order in Cerner Millennium.

1. Launch the Department Order Entry application.

2. Click the Accession Add-On button. Alternatively, you can

select Task menu > Accession Add-On.

3. In the Accession Number box, enter the accession number of the

Orderable you ordered previously.

4. In the Orderable selection box, type orderable name or Lab name

and press ENTER. Select the order from the list and click OK.

5. The Select Container dialog box opens. It indicates the available

containers and automatically selects the recommended container.

Click OK to accept the recommended container. If you do not see

more than one container, select the Show All Containers option.

NOTE: For Serum samples , Always add to an aliquote and untick the

clot. If the required aliquote is not available then add to the clot to create a

new container.

6. Click Add Orderable to Scratch Pad or use CTRL-A.

7. Click Submit Order or use CTRL-O.

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Practice Activity

1. Follow the same steps and on the following test, complete the add-

on orders below.

IgG Subclass

NMDA Receptor Ab

Cancel an Order Using Department Order Entry

After all your orders are placed, you are notified that the physician no

longer needs one of the order. Follow the steps below to cancel the order.

1. Launch the Department Order Entry application.

2. Click Cancel Orders. or from Task select Cancel Order

3. Search for and select your patient

4. Click the Orderable heading to sort alphabetically.

5. Select the accession for your order to cancel.

6. Select a cancel reason by clicking the arrow to the right of the

Cancel Reason box. Make sure all required boxes are filled in.

7. Submit the cancel request.

8. Exit the application.

Practice Activity

1. Cancel your Tetanus order from the previous exercise

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Modify Order

You realise that you didn’t make a Copy to .Follow the steps to add Copy

to or modify ordering Doctor.

1. Launch Department Order Entry application

2. Click Modify Orders or click Modify Order from Task

3. Enter patient name or MRN.

4. Select the orderable to modify.

5. Change Ordering Physician field or add Copy to

6. Click Submit Orders.

Practice Activity

Add a Copy to ICPMR for your patient.

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Label Reprint

The labels generated for your specimen get jammed in the printer. Follow

the steps below to reprint your labels.

Reprinting a Specimen Label 1. Open the Label Reprint application from the Cerner Appbar.

2. Click the Accession tab in the Label Reprint window.

3. In the Starting Accession box, enter the first accession number.

4. In the Ending Accession box, enter the last accession number.

5. Select the Service Resource.

6. In the Label Printer box, select the label printer.

7. Select Label Type.

Note: Since we share same accession across other departments, always

select a service resource and Label type. Otherwise labels will print for

all departments and all label type.

8. Click Print. Only 1 set of labels print at a time for accession.If

more labels required click print again.

Practice Activity

Print label for accession 13-213-0007 for Immunology aliquote.

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Specimen Log-in

After collection labels have printed, phlebotomists collect the specimens

and label them. Once they are in the laboratory they need to be logged in.

1. Launch Specimen Log-in.

2. Click Login By Accession.

3. Enter you accession number or scan the barcode.

4. Select the correct log-in location.

5. Click Log in.

Practice Activity

Log in the specimens for your patient received from the ward.

Patient name:_____________________

MRN:_________________________

Acession Number:_______________________

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Modify Collections

After the specimen has been logged in, you realize that the collection date

and time needs to be updated to accurately reflect when the sample was

collected. Coll Date, Coll Time, Coll ID and Coll Method can be

modified.

Follow the steps to Modify this.

Launch Modify Collections.

1. Enter the accession number of the specimen to be updated and

click retrieve.

2. Click the Modify radio button under Mode

3. Click on the Column header Coll Time .

4. Change the Collection time.

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5. Click on Modify Collection or select Modify from Task

6. Answer the prompt question as appropriate.

Practice Activity

1. Modify the collection time

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Print Sendaway Cover Sheet

1. Open Explorer Menu.

2. From Main Menu select Pathology Reports.

3. Select Sendaway coversheet

4. Enter Accession number with the correct suffix for Sendaway

Aliquote

5. Click Execute

6. Print Cover sheet

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Transfer Specimen

Send-Aways

Any tests that are not performed by your laboratory are put on a transfer

list to go to the reference laboratory or another facility that performs test

testing. Complete the following steps to create, transfer, and log in the

transfer list.

Create a Transfer List 1. Open Transfer Specimens.

2. Click New to create a new transfer list.

3. Select the Manual Build option.

4. In the From list, select the location that the specimen is transferred

from (for example, CHW).

5. In the To list, select the location that the specimen is transferred to.

(for example, RPA ).

6. Enter the accession number for the order or scan the aliquote

accession number.

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1. Click Save. The list number along with a message stating the

transfer from and transfer to location is displayed.

2. Click OK. The Transfer list prints automatically.

3. To transfer the specimen, select your transfer number and click

Transfer. This step only applies to RPA Sendaway.

4. Click Yes when the system prompts you to confirm that you want

to transfer the list.

Practice Activity

1. Create a transfer list for your ANCA order.

2. Transfer your list.

3. Create a transfer list for NMDA Receptor Ab.

Logging in the Transfer List

1. Select the List option under Log-In By in the Specimen Log-In

window.

2. Enter the number assigned to the transfer list in the Transfer List

Number box.

3. Click Retrieve.

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4. Check the tick box for the orders

5. Select the correct log-in location in the lower left-hand corner.

(The collection date, time, and ID have already been entered.)

6. Click Log In.

7. Pop up message – Log-in Successful.

Practice Activity

1. Log in your list in the correct log-in locations.

Container Inquiry

View Container Events and Routing Location 1. Open Container Inquiry.

2. Enter your accession number for the order.

3. Select an order.

4. Right-click to view routing and log in location. The test site where

this is done is its in lab location.

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Practice Activity

1. What are the Service Resources and In-Lab Location for the

following?

ASOT ______________________________________

NMDA Recptor Ab:________________________________

Pending Inquiry

Retrieve Pending Procedures 1. Launch the Pending Inquiry application from the Cerner Appbar.

2. In the Select Pending Procedures window, select the Received

Only option ).

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3. In the Test Site box, enter the first letters of the instrument or

bench for which you are retrieving pending procedures and then

click the ellipsis ( ... ) button. Note that all Test site start with

CHW IMM XXXX

4. The list of pending orders is displayed. Note that the total number

of pending orders is listed at the bottom of the window.

Practice Activity

1. If you wanted to result one of these orders, how could you easily

do that from this screen? ______________________________

2. Using the blue arrow (Select Procedures), view All Pending orders

at this same test site. Why are there more orders listed? _________

3. Cancel C3C4 as Insufficient.

4. Exit the application.

Print Storage Location Worklist

1. Open Explorer Menu.

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2. From Main Menu select Pathology Reports.

3. Select IMM Storage Location Worklist

4. Enter the test for which the worklist is required

5. Click Execute

6. Print the List

Accession Result Entry

Resulting Quality Control using Accession Mode 1. In the Accession box, enter the QC accession for your control. For

purposes of this exercise, use QC-30005, QC 30017

2. Click Verify. If any QC is out of limit , the QC correction

3. dialogue box opens.

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4. Click to review an Levey Jennings chart.

5. Close the chart.

6. Select an option for the results eg Accepted, Rejected ect

7. If a QC Result Comment is needed, enter an appropriate comment.

8. Click OK.

9. Close the application.

Result Using Accession Mode 1. Launch the Accession Result Entry (ARE) application from the

Cerner Appbar.

2. From the Mode menu, select Accession if not already selected.

3. Enter the accession number for the Orders

4. Click the ellipsis ( ... ) button at the end of the Procedure box or

Test site .

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5. Select Procedure or Test site from the list.

6. Click OK and Click (Retrieve) . Note that the most previous

result is displayed for each test.

7. Enter results. If value is < for a numeric result convert this to

Alpha Response.To do this right click on result cell and click

convert results to Alpha, Freetext ect.

8. To add a Result Note or Comment to the result, Right click on

the result cell and select comment.

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9. Select the correct tab and click edit.

10. Type the comment or use a template .

11. Click OK and Close.

An f is displayed in the flag column to indicate a comment

12. Right-click the result box to view Procedure Information .

Note: View the information displayed in the status Bar at the bottom of

the screen.

13. Verify the results.

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Result Using Instrument Mode 1. Launch the Accession Result Entry (ARE) application from the

Cerner Appbar.

2. From Mode select Instrument Queue

3. Click the ellipse next to the Test Site to open site look up.

4. Type CHW IMM and select the test site from the list

5. Click on start

6. Verify the Result

Practice Activity

Using ARE, result all your orders.

1. Result IGS, ASOT and add a result comment –Phoned result to Dr

Smith. Use template -PHN

2. Result TSUB

3. Scan results for NMRA Receptor

4. Verify your results.

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Accession Result Entry

Change Results Using Correction Mode

You have just discovered that the a result for your patient were verified

incorrectly. This need to be corrected.

1. Launch Accession Result Entry from the Cerner Appbar.

2. Select Correction from the mode menu.

3. Enter the accession number.

4. Enter corrected results for that assay.

5. Click Correct.

Practice Activity

1. Correct IgG result.

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Review Queue 1. Launch Review Queue.

2. Double click on the item to be reviewed or click Run Result

Viewer.

3. In the Result Viewer window, check mark the appropriate result or

results and click the approve icon.

Practice Activity

Read the results in your review queue.

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Order Result Viewer

Retrieve and View Results-Order List 1. Launch the Order Result Viewer application.

2. Select Order list From Mode

3. Select the Name option in the Person section, and enter your

patient's name or click the ellipse button and enter MRN.

If you have accession number you can enter the accession number in the

accession number field

4. Select the date range for your result

5. Click OK

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6. All orders are displayed

7. Select the order, and double click the on it to view the result order.

8. Results with Image will have an “I” next to it. Select the result and

click the Result Image tab at the bottom if the

screen to view the result. Results with( i) have Interpretive data

attached, results with comments have “f” next to it. To view these ,

select the order and click the tab or tabs

below. Click the previous tab to view any previous

results.

9. Click OK to close the window.

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Retrieve and View Results-Flow Sheet

1. From Mode Select Flowsheet. The find orders box opens.

2. Enter patient MRN or click on the ellipsis and enter patients name.

3. Define a date range.

4. Click OK

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5. Right click on the result cell and select view details

Practice Activity

1. Review the orders for your patient.

2. View the Document Image and Result Image

3. Right click on result of Flowsheet to view details.

Manual Expedite( print /fax) 1. When you click the Manual Expedite button, the Manual Expedite

dialogue screen displays.

2. Select a Print Option and select an Output Device.

3. Select the chart format you want to use. Only chart formats

associated to the result’s activity display in the Selected Chart

Format list.

4. Select Print Now or Print Upon Verification/Authentication. Print

Now expedites a chart immediately for reports in transcribed or

final status. The Print upon Verification /Authentication option

enables a chart to print immediately after being signed out or

verified.

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5. Choose how many copies you would like to print. You have the

option of a cumulative chart or non-cumulative chart. Click Submit

to manually expedite the same result to multiple print locations.

6. Click OK to expedite the request or requests.

Report Request

Creating an Ad Hoc Report Request

1. Launch Report request from your AL window

2. Select the Report Scope

3. Person-level

a. Cross-encounter

b. Encounter level

c. Accession level

d. Document level

4. Enter patients name or MRN and click Search .

If the scope of the report was selected to be Accession, the

Accession Search button is available when you load a patient.

Select the accession number.

5. Set the appropriate event status

6. Select the visit and date range of Scope if other than Person.

7. Select the Report Template to use for printing

8. In the Release Details section of the dialog, select the purpose for

generating this report eg patient care

9. Choose a printer, fax, or contributor system from the list of

available devices in the Send To drop down box.

10. Click the Preview Report button to view how the report will print,

based on the parameters selected.

11. Click Send Report to print the report.

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DOCUMENT IMAGING

Scan Request Document

1. In Department Order Entry, after order is submitted ,select the order

and click Image icon.

2. Click on the new button.

3. Click on the drop down menu for the *Select an image type field* and

select Request documents.

4. Place a document in the scanning tray face down ,header in scanner

and click on the Scan button.

5. From Twain Driver window , Click on the Scan button once more.

6. Click on the Close button.

7. Click Ok

8. Click Exit

Scan Results

1. In Accession result entry, enter the result for the order

2. Click on the Result Image Icon.

3. Click New.

4. Click on the drop down menu for the *Select an image type field*

and select External Results.

5. Place a document in the scanning tray face down ,header in scanner

and click on the Scan button.

6. From Twain Driver window , Click on the Scan button once more.

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7. Click on the Close button

8. Click OK

9. Click on exit.

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Down-time Process

Each department will be given pre-printed down-time labels to use.

In a planned down-time situation , the IT department will inform the

wards and labs of how long the downtime will be.If the down-time is

longer, the wards will be instructed to send hand written request to the

labs.

If a specimen requires testing before the downtime problem is resolved,

Follow these steps.

1. Give the specimen a down-time accession number.

2. Centrifuge the specimen if required.

3. Label the aliquote with the same down-time accession .

4. Perform the test .

5. Call back the requesting doctor with results.

6. On resumption of Pathnet , register any pathnet-unregistered

samples/patients.

7. In DOE , in the accession number field enter the down-time

accession number

8. Complete the order entry process .

9. Enter the results for this accession and verify results.

Practice Activity

In DOE order NBT and and give a Down-time accession number

provided.

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Daily Reports

Preview an Corrected Report 1. Launch Daily Reports

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2. Select the Test Site.

3. Select the report Type.

4. Define the date range and sort criteria

5. Preview the report.

6. Print report if required.

Review Charges

Charge Review

You want to review the charges for your patient.

1. Launch Charge Viewer.

2. Search for and select your patient.

3. View charges for your department.

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QC Inquiry

1. To review your QC results launch the QC Inquiry from the app

bar.

2. Select control

3. Select Control name from dropdown list

4. Select Procedure

5. Define a date range for the results

6. Click Ok

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7. Review the results and from Task select marked as reviewed or

click

8. To view the plots select from View or click on LJ plots or

Online plots to view the graph.

9. To view the rules click or select from View.

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Storage Tracking

1. Launch Storage Tracking.

2. Expand the View, Refrigerator, and Shelf.

3. Expand the Rack or Double-click the Rack to use for storage.

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4. Scan specimen labels into any empty space for storage. 5. Close the storage box.

Find Container in Storage

1. From Task click find and select find container in storage or click

icon.

2. Enter accession number and click find.

3. Select the aliquote .

4. Click OK

5. The location of the aliquote is displayed.

6. Close the window.

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Find Container by Patient Name

1. From Task click find and select find container by patient name or

icon.

2. Enter patient name and click search.

3. Select the correct patient and click OK.

4. Accession number and location is displayed.

5. Close the window.

To create a New Rack 1. Expand the fridge and the Rack to see the Shelf.

2. From Task , click on create Rack or right click on shelf to select

create Rack.

3. Enter a Rack Name and select the Rack Type.

4. Click Ok

5. Box is displayed to store the samples.

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Other Task Expand to open the box.

Right click on the container to :

Discard the container

Check out container

Change Discard date

Change Remaining volume