CLIN1 LABORATORY

Laboratory Information System Users Manual

Version 11.1

Clinical Software Solutions

Phone: (800) 570-0474 x1
Fax: (480) 888-9446
Email: support@clin1.com

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 Copyright 2000-2011 Clinical Software Solutions. All rights reserved.

No part of this publication may be reproduced, transmitted, transcribed, stored in a retrieval system, or
translated into any language, in any form or by any means, electronic, mechanical, photocopying, recording,
or otherwise, without prior written permission from Clinical Software Solutions.

All copyright, confidential information, patents, design rights and all other intellectual property rights of
whatsoever nature contained herein are and shall remain the sole and exclusive property of Clinical
Software Solutions. The information furnished herein is believed to be accurate and reliable.

However, no responsibility is assumed by Clinical Software Solutions for its use, or for any infringements of
patents or other rights of third parties resulting from its use.

The CLIN1 name and CLIN1 logo are trademarks or registered trademarks of Clinical Software Solutions.

All other trademarks are the property of their respective owners.

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 Table of Contents
WARRANTY............................................................................................................................................................... 8

TECHNICAL SUPPORT ......................................................................................................................................... 10

WHEN DO YOU NEED TECHNICAL SUPPORT?............................................................................................................ 10
OBTAINING TECHNICAL SUPPORT ............................................................................................................................ 10
TELEPHONE TECHNICAL SUPPORT ........................................................................................................................... 11
ON SITE TECHNICAL SUPPORT ................................................................................................................................. 11
INTERNET ACCESS ................................................................................................................................................... 12
RESPONSIBILITIES OF CSS AND CLIENT....................................................................................................... 12

SYSTEM REQUIREMENTS .................................................................................................................................. 13

NETWORK ENVIRONMENT ....................................................................................................................................... 13
SINGLE WORKSTATION CONFIGURATION ................................................................................................................ 13
SYSTEM INSTALLATION AND SETUP ............................................................................................................. 14

GETTING STARTED .............................................................................................................................................. 15

LOGGING ON/OFF ................................................................................................................................................. 16

LOGGING ON ........................................................................................................................................................... 16
CHANGING THE PASSWORD ..................................................................................................................................... 16
AUTOMATIC PASSWORD CHANGE ............................................................................................................................ 16
LOGGING OFF .......................................................................................................................................................... 17
MAIN MENU TOOL BAR OPTIONS.................................................................................................................... 17
ACTIVITIES MENU OPTIONS ..................................................................................................................................... 17
REPORTS MENU OPTIONS ........................................................................................................................................ 17
UTILITIES MENU OPTIONS: ...................................................................................................................................... 18
OPTIONS MENU OPTIONS ......................................................................................................................................... 19
HELP MENU OPTIONS .............................................................................................................................................. 19
MAIN MENU SCREEN ............................................................................................................................................... 20
MAIN SCREEN SYSTEM BUTTONS ............................................................................................................................ 21
DEMOGRAPHIC ENTRY ...................................................................................................................................... 23
SELECT PATIENT SCREEN ........................................................................................................................................ 24
PATIENT DEMOGRAPHICS SCREEN ........................................................................................................................... 26
SELECT SAMPLE SCREEN ......................................................................................................................................... 28
SAMPLE DETAILS SCREEN ....................................................................................................................................... 30
PATIENT INFORMATION SHEET: ............................................................................................................................... 34
REQUISITION ENTRY........................................................................................................................................... 35
ACCESSION NEW SAMPLE SCREEN .......................................................................................................................... 35
The Pick Screen................................................................................................................................................... 39
Pick Screen 2....................................................................................................................................................... 40
THE KEY/SCAN SCREEN .......................................................................................................................................... 41
Warnings Flag .................................................................................................................................................... 42
Labels .................................................................................................................................................................. 43
SAMPLE STATUS ................................................................................................................................................... 44

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 RESULTS SCREEN ..................................................................................................................................................... 48
MANUAL OFFLINE DATA ENTRY ..................................................................................................................... 50
SELECT SAMPLES BY SAMPLE ID ............................................................................................................................. 51
SELECT SAMPLES BY DEPARTMENT ......................................................................................................................... 54
SELECT SAMPLES BY PROFILE ................................................................................................................................. 54
SELECT REQUESTED PROFILE SCREEN ..................................................................................................................... 55
OFFLINE RESULTS ENTRY SCREEN .......................................................................................................................... 56
Programmable Buttons ....................................................................................................................................... 56
Programmable Buttons ....................................................................................................................................... 57
Footnotes Screen ................................................................................................................................................. 59
MDIFF Counter .................................................................................................................................................. 60
REPORT GENERATION ........................................................................................................................................ 62
REPORT FORMATS ................................................................................................................................................... 63
ANTIBIOGRAM REPORT ............................................................................................................................................ 64
PATIENT ENCOUNTER REPORTS ............................................................................................................................... 65
BATCHED ENCOUNTER REPORTS ............................................................................................................................. 67
CUMULATIVE PATIENT REPORT ............................................................................................................................... 68
PATIENT FLOW SHEETS ............................................................................................................................................ 70
Adding a Flow Sheet ........................................................................................................................................... 70
Viewing a Flow Sheet.......................................................................................................................................... 71
LISTINGS .................................................................................................................................................................. 78
Demographic Listing........................................................................................................................................... 79
Test Listing Without Details ............................................................................................................................. 80
Test Listing With Details .................................................................................................................................. 81
Profile Listing ..................................................................................................................................................... 82
Unprinted Samples .............................................................................................................................................. 83
LOGS ........................................................................................................................................................................ 84
Billing Log 1 ....................................................................................................................................................... 85
Billing Log 2 ....................................................................................................................................................... 86
Billing Log 3 ....................................................................................................................................................... 87
Delta Report ........................................................................................................................................................ 89
Setting the Delta Flag ......................................................................................................................................... 89
Stat Log ............................................................................................................................................................... 91
Critical Values/Current Value Panics Log ......................................................................................................... 93
Pending Log ........................................................................................................................................................ 94
Sample Log.......................................................................................................................................................... 95
WORKSHEETS .......................................................................................................................................................... 96
ANALYZER DATA .................................................................................................................................................. 97
ANALYZER DATA (SINGLE DEPARTMENT) ............................................................................................................... 98
ANALYZER DATA (ALL DEPARTMENTS) ................................................................................................................ 101
SYSTEM UTILITIES ............................................................................................................................................. 102
ADMINISTRATIVE ................................................................................................................................................... 103
BILLING ................................................................................................................................................................. 104
CLEAR/DELETE ...................................................................................................................................................... 105
EDIT/VIEW ............................................................................................................................................................. 106
HL7 ....................................................................................................................................................................... 107
REFERENCE LAB .................................................................................................................................................... 107
REMOTE ................................................................................................................................................................. 107
MANAGEMENT REPORTS ....................................................................................................................................... 108
CONFIGURATIONS .................................................................................................................................................. 109
DATABASE STATISTICS .......................................................................................................................................... 109
DELETE .................................................................................................................................................................. 109

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 EDIT/DEFINE .......................................................................................................................................................... 109
SQL COMMAND ..................................................................................................................................................... 110
IDENTIFY NULL PROFILES ...................................................................................................................................... 110
INITIALIZATION ...................................................................................................................................................... 110
SECURITY .............................................................................................................................................................. 110
DATABASE STATISTICS .................................................................................................................................... 111

ERROR LOG .......................................................................................................................................................... 112

EVENTS LOG......................................................................................................................................................... 113

SYSTEM CONFIGURATION .............................................................................................................................. 114

SYSTEM CONFIGURATION DETAIL SCREEN (TOP HALF) ......................................................................................... 114
SYSTEM CONFIGURATION DETAIL SCREEN (LOWER HALF) ................................................................................... 116
USER MAINTENANCE (PERMISSIONS) ......................................................................................................... 120
VALID SYSTEM USERS SCREEN.............................................................................................................................. 120
USER DETAIL SCREEN ........................................................................................................................................... 121
SYSTEM UTILITIES CLEAR/DELETE .......................................................................................................... 124

DELETE ANALYZER DATA ............................................................................................................................... 125

DELETE PATIENT ................................................................................................................................................ 126

DELETE SAMPLE ................................................................................................................................................. 127

SYSTEM UTILITIES EDIT/VIEW ................................................................................................................... 128

EDIT ANALYZER DATA ..................................................................................................................................... 129

DEPARTMENT MAINTENANCE ....................................................................................................................... 130

FACILITIES ........................................................................................................................................................... 131

SELECT FACILITY SCREEN ..................................................................................................................................... 131
EDIT FACILITY DETAIL SCREEN ............................................................................................................................. 132
TEST/ANALYTES DEFINITION. ....................................................................................................................... 133
CURRENTLY DEFINED TESTS ................................................................................................................................. 133
TEST DEFINITION SCREEN...................................................................................................................................... 135
AUXILIARY RANGES .............................................................................................................................................. 139
TEXTUAL RANGES ................................................................................................................................................. 140
CALCULATED TESTS ......................................................................................................................................... 141

PROFILE/PROCEDURE DEFINITIONS ........................................................................................................... 144

CURRENT PROFILE SCREEN.................................................................................................................................... 144
PROFILE/PROCEDURE DETAIL SCREEN .................................................................................................................. 146
PROFILE TEST CONTENT ........................................................................................................................................ 151
Profile Test Content Screen .............................................................................................................................. 151
MEDICAL NECESSITY ............................................................................................................................................. 153
Profile Necessity Screen .................................................................................................................................... 153
PROFILE MESSAGES .......................................................................................................................................... 154

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SYSTEM DICTIONARY ....................................................................................................................................... 156

PHYSICIANS .......................................................................................................................................................... 158

MANAGEMENT REPORTS................................................................................................................................. 159

WORKLOAD REPORTS ............................................................................................................................................ 159
GRAPHICAL PATIENT TRENDS................................................................................................................................ 161
OPTIONS ................................................................................................................................................................ 162

QUALITY CONTROL ........................................................................................................................................... 163

EDIT CONTROLS INFORMATION ............................................................................................................................. 164
Edit Controls References .................................................................................................................................. 165
Changing QC Lot Numbers.............................................................................................................................. 166
EDIT/LOG QC DATA .............................................................................................................................................. 169
Add QC Data Points ......................................................................................................................................... 169
Edit QC Data By Procedure Screen .................................................................................................................. 170
Annotate Quality Control Data Point Screen ................................................................................................... 171
Edit / Annotate Existing QC Data ..................................................................................................................... 172
Edit QC Data Table .......................................................................................................................................... 173
GENERATE QC REPORTS ....................................................................................................................................... 174
List Controls...................................................................................................................................................... 174
List QC Data ..................................................................................................................................................... 175
Month End QC Report By Analyte ................................................................................................................. 176
Month End QC Report Analyte/Pick .............................................................................................................. 177
Month End QC Report All Analytes ............................................................................................................... 178
Month End Multi-Plot ....................................................................................................................................... 179
Control Summary Table .................................................................................................................................... 180
Control Summary Listing .................................................................................................................................. 181
Control Mean/SD Summary .............................................................................................................................. 182
Control Mean/SD Summary Batch .................................................................................................................... 183
REVIEW TODAYS QC ............................................................................................................................................ 184
Review Todays QC ........................................................................................................................................... 184
Review QC by Control ...................................................................................................................................... 186
QUALITY ASSURANCE....................................................................................................................................... 187
LOGGING IN: .......................................................................................................................................................... 187
LOG/EDIT QA INCIDENT ........................................................................................................................................ 187
Select Incident Screen ....................................................................................................................................... 188
Incident Detail Screen ....................................................................................................................................... 189
QUALITY ASSURANCE....................................................................................................................................... 190
QA REPORTS ......................................................................................................................................................... 190
DEVICES ................................................................................................................................................................ 192
BACKING UP PATIENT DATABASE FILES ................................................................................................... 193

VALIDATION ROUTINE ..................................................................................................................................... 193

UPDATING SYSTEM PROGRAM FILES ......................................................................................................... 194

APPENDIX .............................................................................................................................................................. 195

REPORT FORMATS ................................................................................................................................................. 195
DEMOGRAPHIC SCREEN FORMATS ......................................................................................................................... 235

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INDEX...................................................................................................................................................................... 241

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 Warranty

Clinical Software Solutions warrants all physical diskettes, CDs, documentation and software to
be free of defects in materials and workmanship for the duration of the Service Agreement on
licensed CSS products. In the event of notification of defect, Clinical Software Solutions will
replace the defective diskette(s), CD, documentation, provide software updates to correct any
software deficiency or client will be given a work around in those cases where a problem/request
is beyond the scope of the project.

Clinical Software Solutions specifically disclaims all other warranties, expressed or implied,
including but not limited to implied warranties of merchantability and fitness for a particular
purpose with respect to defects in diskettes and documentation, and the program license granted
herein in particular, and without limiting operation of the program license with respect to any
particular application, use, or purpose. In no event shall Clinical Software Solutions be liable for
any loss of profit or other commercial damage, including but not limited to special, incidental,
consequential or other damages.

Clinical Software Solutions extends a 30-day money back guarantee for CSS applications. If
within 30 days of purchase you are not satisfied with this product return all items (cables,
manuals, software CDs, etc.) received from Clinical Software Solutions in their original
condition for a full refund, less shipping, on site charges, and any other expenses incurred by
Clinical Software Solutions during the installation and training process.

See Clinical Software Solutions Support Services Agreement for additional information. If you
do not have a copy, please contact Clinical Software Solutions and we will provide you with one
for your facility.

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 Technical Support

When do you need Technical Support?

1. When you receive an error message from your computer. Error messages exist for a
reason. It is a serious mistake to ignore them.
2. Something happens that you do not understand.
3. Something happens that you DO understand, but do not necessarily like.

Obtaining Technical Support

As with so many things, there is a right way and a wrong way to obtain technical support. Based
on a substantial amount of experience, the following procedures generally yield the best results.
There will, of course, always be exceptions.

FAX a description of the problem. Writing a brief description of the problem forces you to
think about what you were doing when the problem occurred. Receiving a complete description
allows us to review the possible solutions, even if we are currently helping someone else. This
also allows us to assign a priority or otherwise gain some sense of urgency and importance (If it
is not important enough to be expressed clearly and methodically, then is it really important
enough for immediate attention?). It may even cause you to arrive at your own workable
solution. The problem description should include details of what you were doing when you first
noticed things were amiss. Include any sample reports, notes, etc. that seem pertinent to the
problem. Be sure to include your name, voice phone number, FAX number and facility
name along with the above-mentioned information.

Whenever possible, we try to respond with a FAX containing written documentation of the
solution. Be sure to follow the instructions carefully. Be absolutely certain that you perform the
actions in the order specified and that you do not omit any steps. If any steps MAY be omitted,
your instructions will CLEARLY state this. When finished, file the original problem statement
and our response in a Problems File so that it will be convenient if you should ever encounter the
same problem again. If at any time you do not understand our instructions or are uncomfortable
performing the operations described, please do not hesitate to contact us directly.

Call the Technical Support Number listed on your CSS copyright screen. This screen is
available at any time by selecting Help from the Main Menu Tool Bar and then selecting
About. Be prepared to provide your name, voice phone number, fax phone number, facility
name and a detailed description of the nature of the problem. If you reach our voice mail, be
sure to provide complete information including:

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Your Name

Your Facility Name

Your Telephone Number (where you can be reached)

A brief description of the problem or question that you have

Messages that are incomplete receive a lower (much lower) priority than messages that
contain complete information.

Telephone Technical Support

Unlimited Telephone Technical Support is provided at no charge for all clients with a current
service agreement with the following caveats:

There are some problems that cannot be corrected over the telephone. Clinical Software
Solutions reserves the right to make the determination when on site technical support will be
required.

On Site Technical Support

On site Technical Support is available, for a fee, on an hourly or daily basis. Since on site
technical support allows us to control all aspects of problem determination and resolution, the
results of on site technical support are guaranteed.

CLIN1 LABORATORY is not a word processor, spreadsheet or other off the shelf computer
application. There is nothing that can be safely altered by a third party without possible dire
consequences. Modifications or alterations of any aspect (hardware or software) of CLIN1
LABORATORY by third parties may require on site technical support to get your system
operational. Our experience has been that hiring a third party consultant has made technical
issues worse in 100% of the instances. Our Technical Support staff members are experts in the
configuration, operation and diagnosis of CLIN1 LABORATORY; third party consultants are
not. Before you make any changes to your system configuration, please contact us. The phone
call is free; the on site technical support to undo a consultants actions most emphatically is not.

We highly recommend that you maintain your computers responsibly and use them for the tools
they are in helping you with your technical lab work. Your computers are not toys to play games
on or download internet software for amusement. The analyzer interfaces may be disabled or
affected by third party software such as screen savers, spyware, weather bugs, instant messenger,
etc. as well as by hibernation and standby settings. We highly recommend not using other third
party software that may interfere with the normal LIS use.

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Internet Access
Any problems associated with downloading software from the internet that interferes with the
normal operation of CSS software products is explicitly not covered under the Service
Agreement. This includes worms, viruses, spy ware, games, popup adds etc.

Responsibilities of CSS and Client

As with any relationship, there are responsibilities for all parties involved.

Responsibilities of Clinical Software Solutions include at least the following:

1. To provide helpful and accurate information regarding technical support issues in a

timely manner.
2. To make available updates and revisions to all holders of current service agreements to
increase software functionality.
3. To make available corrections and software patches to correct any software defects or to
replace diskette(s) or CD-ROMs to correct media defects.
4. To make recommendations regarding system configuration and maintenance procedures
as they relate to the operation of products produced, manufactured, or distributed by
Clinical Software Solutions.

Responsibilities of the Client Site include at least the following:

1. To notify Clinical Software Solutions of any errors, defects or inappropriate behavior on

the part of any products produced, manufactured or distributed by Clinical Software
Solutions as early as is practicable.
2. To provide access to a telephone that is convenient to the laboratory equipment and
computer equipment that is related to technical support calls or issues.
3. To perform normal and/or periodic system maintenance in a timely fashion and
document that such maintenance is performed correctly.
4. To provide the appropriate personnel to resolve technical support issues at the clients
facility. In other words, if you report a problem, you must be willing to work with our
technical support personnel towards the resolution of the problem or to schedule such
time that is mutually convenient for problem resolution to take place.
5. To be prepared to follow recommendations and/or instructions from Clinical Software
Solutions. Failure to follow recommendations and/or instructions may result in
exacerbation of the problem and/or irreparable damage to the system. This will be
considered grounds for requiring on site technical support (which requires an additional
charge).

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 System Requirements

NOTE: These requirements are subject to change without notice. Please be sure to check with
Clinical Software Solutions before purchasing hardware based on these minimum
recommendations.

Network Environment
Dedicated Server:
Pentium Processor, 4 Gig RAM, 2 x 160 Gig Mirrored Hard
Drive (raid drives not recommended for DB applications),
Keyboard, Flat-screen monitor with screen resolution set no
lower than 1024 by 768, keyboard, CDROM, Windows 2003
Server or higher.

Workstation: Pentium Processor, 1 Gig RAM, 80 Gig Hard Drive, 2 Serial,

USBs,1 Parallel Port, CDROM, Bus Mouse, VGA or Flat
Screen Monitor with Screen Resolution set no lower than 1024
by 768, Keyboard, Windows XP Professional, Vista, or
Windows7 Professional (Windows7 requires Sybase SQL v12)

Backup: Appropriate tape, zip or CDRW backup device for daily backup
with associated backup software.

Network: Cable sufficient to connect all computers, Hub or Router,

Ethernet cards for each computer

Other: Hayes Compatible External Modem

Internet Access for Dial/Log-In Tech Support

HP compatible Laser printer

Uninterrupted Power Supply for each computer

At least one available serial or USB port is required per

interface or label printer USB ports require serial to USB
adapter.

Single Workstation Configuration

Workstation: Pentium Processor, 1 GIG RAM, 80 Gig Hard Drive, 2 Serial or

USBs, 1 Parallel Port, CD ROM, Bus Mouse, VGA or Flat
Screen Monitor with Screen Resolution set no lower than 1024
by 768 resolution, Keyboard, Windows XP Professional, Vista,
or Windows7 Pro (Windows7 requires Sybase SQL V12)

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 Backup: Appropriate tape, zip drive or CD backup device for daily
backup with associated backup software.

Other: Hayes Compatible External Modem

PC Anywhere or Internet Access for Dial/Log-In Tech Support
HP compatible Laser or DeskJet printer, UPS

System Installation and Setup

A representative of Clinical Software Solutions will perform installation of the software during
an initial on site visit. The software is located in a directory called C:\CSSW\CSSWIN.

Follow the instructions in the System Security section of this manual to set up security for all
users who will need to have access to CLIN1 LABORATORY.

Follow the instructions in the System Configuration section of this manual to define your
facilitys information to the system.

Collect a list of all Tests to be tracked by CLIN1 LABORATORY as well as the corresponding
refere8nce ranges, units, critical values, description, etc. This information will be entered during
installation. Remember to print out a list of Tests and double check for accuracy. You are the
final authority on the correctness of the Tests that are defined to the system.

Collect information on all Profiles you regularly perform and intend to track using CLIN1
LABORATORY. Bear in mind that single Tests that are frequently ordered individually
(glucose, cholesterol, etc.) will need to be treated as a Profile containing only one test. The
Profiles will be defined to CLIN1 LABORATORY during installation. Remember to print out a
list of Profiles and Tests to double check for accuracy. You are the final authority on the
correctness of the Profiles and Tests that are defined to the system.

Once all of the Tests and Profiles have been defined to the system, a list should be generated of
all frequently used phrases, messages, Physician names, etc.; anything that is entered repeatedly.
Use this information to begin defining the System Dictionary. This will save time during request
and result entry. Once a list of likely abbreviations has been compiled, refer to the System
Dictionary section of this manual to define these items.

The system is now ready to accept entry of requests and results. Requests must be entered before
results can be entered. Refer to the Demographic and Requisition Entry sections of this manual
for further instructions.

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 Getting Started

To access the Main CLIN1 LABORATORY Menu, either of the following techniques may be
used:

Technique #1

1. Find the Yellow/Red Drop Icon on the computer desktop

2. Double Click on the Yellow/Red Drop Icon

Technique #2

1. Find the Yellow/Red Drop Icon on the computer desktop

2. Right click on the Yellow/Red Drop Icon
3. A menu will be displayed with available options; select OPEN using the left mouse
button.

Note:
Using the computer mouse for this program -

Unless otherwise stated:

Double click or single click of the mouse will always refer to

using the LEFT button on the mouse.

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 Logging On/Off

Before access can be gained to the patient database, or any of the CLIN1 LABORATORY
functionality, a user must be logged on to the system. During the installation process, the CSS
representative will create User ID Codes (UIDs) and Passwords for every user of the system. A
double click on the CSSWIN Icon, should present the following screen:

Logging On
Be sure to read the instructions carefully!!
1. Enter your UID (User Identification) in the User ID field.
2. Press the TAB key, or click on the Password field.
3. Enter your Password.
4. Press ENTER or click the OK button.

Changing the Password

1. To change the Password you must have entered the User ID and the current Password.
Do not press OK.
2. Right click within the inner rectangle on the Login screen.
3. Enter the new password and press OK. Passwords should be limited to 8 characters.
4. The next time you Log on you will need to enter your new password.
5. If you have problems accessing the system, see your System Administrator.

Automatic Password Change

1. In System Configuration set the field marked Password Days to the number of days
you would like a password to last.
2. For any user youd like to force password changes, go to that users account, and set the
field marked Change Password to Y.
3. When the user reaches the maximum number of days they will be prompted to change
their password.

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Logging Off
Log off or out of CLIN1 LABORATORY whenever the workstation will be unattended for an
extended period of time. Everything that is done on the workstation will be logged under the
user who is currently signed in. If something happens while youre away, and you are the user
logged in, you are the party everyone is going to look to for answers! Take a few seconds to exit
to the Main Menu screen and select Logout from the Activities Menu drop-down box, or use the
Logout button located on the bottom right corner of the Main Menu screen. You know you are
logged off or out of the system when your user ID no longer is displayed in the upper right-hand
corner of the Main Menu screen. To log back in, click on Login from the Activities Menu drop-
down box, or use the Login button located on the bottom right corner of the Main Menu screen.

Main Menu Tool Bar Options

To access, Reports, Utilities, Options, etc., select the appropriate Menu Option from the
Menu Bar:

Activities Menu Options

Demographic/Request Entry: Enter patient information and requests.
Offline Entry: Manual offline entry of patient data.
Sample Status: View status of samples that have been ordered.
View Analyzer Data: View and release sample data transmitted from interfaced analyzers.
Log In: Log into the system with user identification and password.
Log Out: Log out of the system.
Exit: Exit the system.

Reports Menu Options

Patient Encounter Reports: Print patient reports for tests ordered on a patient.

Batch: Allows printing of multiple reports at one time.

Single: Allows viewing of patient records one at a time, then printing.
Cumulative: Print the last 5 results on a patient for a particular analyte. .
Patient Flowsheet: Prints the last 5 results on a patient for a particular template created in the
system.
Listings:

Demographic Summary: Summary report of demographic information
1. By PID: Reported in PID order.
2. By Name: Reported in patient name order.

Test Listing: Listing of all tests defined to the system.

Profile Listing: Listing of all Profiles defined to the system.

Unprinted Samples: Listing of samples that have not yet been printed.
Logs:

Critical Results: Log of samples that have critical results for a specified date range.

Delta Log: Log of samples with tests that have been flagged as Delta.

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Exception Report: Log of samples for a specified date whose results are outside the
normal ranges of the tests.

Pending Logs: Log of samples for a specified date range that have tests without
results. These are seen by the system as pending.
1. By Date: Pending log by Date.
2. By Department: Pending log by Department.
3. By Requests: Pending log by Requested Profile.

Sample Log (Dept): Log of samples ordered by Department format1.

Sample Log (Dept 2): Log of samples ordered by Department format2.

Sample Logs:

By SID: Log of samples ordered for a specified date range in SID order.

By PID: Log of samples ordered for a specified date range in PID order.

With Comments: Log of samples ordered for a specified date range with comments
included.

By Department/Facility: Log of samples ordered for a specified date range in
Department/Facility order.
Worksheets:

By Department: Worksheet or summary report for a specified date range in
Department order.

By Profile: Worksheet or summary report for a specified date range in Profile order.

By Receive Date: Worksheet or summary report for a specified date range in
Received Date Order.

By Specimen: Worksheet or summary report for a specified date range in Specimen
ID number order.

By Physician: Worksheet or summary report for a specified date range for a selected
Physician.

Utilities Menu Options:

Configurations

System: Set default settings for the system.

Workstation: Set default settings for the workstation.
Database Statistics: View number of records in databases used by the system.
Delete Options:

Analyzer Data: Delete analyzer data.

Patient: Delete one or more patients from the system.

Sample: Delete a sample or a requested profile from a specified sample.
Edit/Define:

Abbreviation Dictionary: Edit or define abbreviated comments, physician names, etc.
for quick entry in various fields throughout the system.

Department Maintenance: Edit or define departments to the system.

Facilities: Edit or define facilities to the system.

Tests/Analytes: Edit or define tests to the system.

Profile/Procedures: Edit or define profiles to the system.

Profile Messages: Edit or define profile messages to the system.

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 SQL Command: Execute commands via SQL. (Reserved for more advanced users of
system.)
Identify Null Profiles: Lists profiles defined to the system that do not have tests associated
with the profile.
Initialization:

Clean Up Sample Database

Clear Blank Samples/Requests

Clear Labels

Clear Patient Information

Clear Samples, Requests, Results

Dump Test Codes to File

Dump Profile Codes to File
Security: (System Administrator Access Only)

User Maintenance: Edit or define users to the system.

Error Log: Allows System Administrator to view any error messages logged.

Events Log: Allows System Administrator to view any events logged.

Options Menu Options

Modules such as Quality Assurance, Quality Control, HL7 Interface, Laboratory
Management, etc. can be accessed via Options.

Help Menu Options

Help: Use F1, Alt H, or the Help button to utilize the Help Menu on CLIN1

19
 LABORATORY screens and menus.
About: Information about Clinical Software Solutions

The Changes button displays all changes for all products up to recent date.

Main Menu

Main Menu Screen

The Main Menu contains information about the following:

The current Demographic Format, Report Format, designated Label Printer number,
AutoFax Y/N, and User Timeout (indicated by E, O, 1, N, 60 respectfully in the upper
left corner).

The current logged in user (indicated by BJONES) in the upper right corner.

Pull down menu options located on the Menu Bar (Activities, Reports, Utilities Options,
Help)

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Quick access to system options by icon buttons located on the Tool Bar.

Main system option buttons located on the left side of the main screen.

Main Screen System Buttons

Requisition Entry: Enter patient information (demographics) and request samples.

Sample Status: View the status of samples that have been ordered. Printing of reports or re-
queue of samples to a host system may also be accessed from this screen.

Manual Data Entry: This option is used to manually enter results on requested samples.

Report Generation: This option opens a report menu where several reporting choices may be
chosen.

Analyzer Data: View and release sample data transmitted from interfaced analyzers.

System Utilities: This option opens a utility menu that allows the user to select among several
system options.

Quality Control: With appropriate security, this option allows the user access to the Quality
Control System so that controls can be tracked and plotted.

Quality Assurance: With appropriate security, this option allows the user access to the Quality
Assurance System so that events and maintenance can be logged.

Lab Management: This option allows the user to access the statistical data for management of
the lab.

Reference Lab: If the Reference Flag is set and the facility is interfaced with a Reference Lab,
this option is activated so that the user can access the reference lab results.

Physicians: This is a quick access to Physician names and information and also gives the user an
easy way to add physicians to the system.

Orders Pending: This is an Alert Button. If this button is showing on the Main Menu Screen,
then there are pending orders. Click to display all pending orders.

Changes: This option shows the various changes that have been made to the system software.

21
Help: This option displays the Help window for the LIS system screens and functions.

Login: Log into the system with user identification and password.

Logout: Log out of the system.

Exit: Exits the CLIN1 LABORATORY LIS.

22
 Demographic Entry

Main Menu Tool Bar Activities Demographic/Request Entry

Or -

Main Menu Screen Requisition Entry button

A screen similar to the one on the next page will be displayed. The Select Patient screen holds
the currently defined patients.

23
Select Patient Screen

Main Menu Tool Bar Activities Demographic/Request Entry

Main Menu Screen Requisition Entry button

If the flag is set to "Y" on the Large DB field of the System Configuration Detail screen then
only enough patients to fill the current page (screen) will be retrieved from the Server. The
result will be a much faster system when dealing with large numbers of patient records.

Use this screen to locate the patient for which requisitions will be entered. You may double click
on the Patient or use the Find button to locate the patient.
Find: If you have the Patient ID Code (PID), it is much faster to select the Find button
(highlighted in yellow) and search the patient database by PID. The right mouse button can also
be used to do a search. Place the mouse pointer anywhere on the Select Patient screen and right
click. The Find box (Select Patient by PID or Name Screen) as seen on the next page, will
display permitting entry of either the PID or patient name.

24
Wildcard=% Use this option when the spelling of the name is unknown.

Example: Entering Joh% in the name field will list every name that begins with the first three
letters of Joh.

DOB Use this option if you want to display a list of patients

that have a DOB that falls in the range that you input or select
an age range from the screen buttons.

25
Patient Demographics Screen

After selecting the desired patient, a screen resembling the following will be displayed. Because
we routinely customize patient demographics screens to suite our clients needs, your Patient
Demographics screen may not be shown exactly as the one displayed below. You can find other
Demographic Screen formats shown at the end of this manual.

When entering information into the Patient Demographics screen, you MUST enter the Pat # and
Patient Name information. The required fields will appear in yellow on your screen. Other
information is optional.

Fields on the Patient Demographics Screen:

Pat #: If this is a new patient, enter the Patient ID for the patient for whom you are
requesting orders. Remember that the Patient ID MUST be unique for each patient. If you
are simply editing a patient, the Patient ID will already be entered.

Sys Date: The System Date is automatically entered and is determined by the date on your
PC. It is set during the initial entry of the patient and therefore may not reflect today's date.

Name: Enter the Last Name, First Name, and Middle Initial.

SSN: This field is for the patients Social Security Number. Do not add dashes (-).

DOB: This field is for the Date of Birth. Enter it as MMDDYYYY. Do not use slashes (/).

26

Age: The age is automatically calculated from the date of birth.

Sex: Enter the sex as F for Female or M for Male.

Race: Enter race of patient (needed for GFR calculation)

Facility/CL: This field may be used for the facility code or client code.

Category/Center: This field is used to enter the category or center of the patient.

Room: Enter the Room number the patient is assigned to or leave blank if not applicable.

Admit: Enter the Admission Date for this patient if applicable.

Physician: Enter the physicians name in this field, or enter an abbreviation code and right
click.

AS/FC: Enter the Admit Service or the Financial Class. Only displayed with database K.

Comments: Enter any comments in this field, or enter an abbreviation code and right click.

Diagnosis: Enter any diagnosis codes in this field, or enter an abbreviation code and right
click.

Insurance: Enter any insurance information in this field.

Buttons on the Patient Demographics Screen:

Samples: Displays the Select Sample Screen.

New: This button allows you to skip the history on samples previously assigned this patient
and go directly to the Accession New Sample Screen.

Update: Use Update to save the patients data.

Extended Patient Details: This option will take the user to a screen that allows for additional
patient information (insurance) to be entered.

Episodes: This button will bring up a screen that shows all Episodes associated with this
patient.

27
Select Sample Screen

To see samples associated with a patient, or to enter a new sample, select the Samples button on
the lower left corner of the Patient Demographics screen.

Main Menu Screen Requisition Entry Button Select Patient Screen (double click on patient)
Patient Demographics Screen Samples Button

If a sample has been logged (or other requisitions have been entered) for this patient for todays
date, it will be highlighted in yellow. A sample may be selected to Edit requisitions, alter other
information, or reprint labels. The window in a window displays the requests for the selected
sample to give the user a quick look at what was ordered on that sample without having to edit
the sample. This option can be disabled from the Workstation Configuration screen (Show Req
Cmt field).

InfoSheet: Displays the Encounter Info Sheet.

New Sample: Displays the Accession New Sample screen to allow the entry of new samples.

Move: This feature allows the user to move a requisition from one patient file to another,
without losing the SID assigned to that order. For users who assign their own accession
numbers, this becomes an option that can be utilized whenever an incorrect number is
inadvertently entered into the system.

Move All: This allows all samples to be moved at one time.

28
 To utilize the Move feature:

1. Create a requisition for the patient using a new PID (Patient ID Number).

2. Open the Select Sample screen of the patient incorrectly (old PID) receiving the SID in
question.

3. Highlight the sample by double clicking (old PID) to be moved, and click on the Move
button.

4. The Move Sample window opens allowing entry of the new PID for the patient receiving
this order.

5. Enter the new PID, and click OK.

NOTE: Create PID of same length.

6. The demographics window will close.

7. You are now back at the Select Patient screen. Double click on the new PID to open the
demographics window of the correct patient. Now, click on the Samples button to open
the Select Sample screen.

8. Edit the sample just moved to this patient by selecting the Edit button or double click on
that sample ID. This will display the Sample Details screen.

To Verify Orders:

1. Open the Select Patient screen - Double click on new PID.

2. Click on the Samples button of the Patient Demographics screen.
3. The Select Sample screen will be displayed and the new orders can be verified.

To Delete Temporary PID:

1. If the PID is a "temporary PID", it will need to be deleted.

2. Open the Select Patient screen - Single click on the temporary PID to select it.
3. Press Delete button at bottom of screen. The temporary PID will be deleted.

29
Sample Details Screen

Double click on a sample from the Select Sample screen to access the Sample Details screen that
is shown below. The Sample Details window gives details for the specimen you selected so that
it may be edited.

Select the Requests button to view the profiles associated with this sample.
Sample Details Screen Requests Button

30
The Select Request screen permits the following functions:

Add additional requests

Pick 2: Displays a pop up window that allows user to Pick Profile by Department
(similar to the Request screen).

Delete: Highlight the sample and select Delete to remove the sample from the system.
Requested Profiles must be removed from the sample first.

Refresh: the screen

Priority: Will display the Pick Priority Screen. Once priority is selected the test will
be highlighted in Yellow

TNP: Test Not Performed. Will display the Enter TNP Reason screen. Select the
reason and the test will be highlighted in Green.

Reprint Label: a Label for this particular specimen

Reprint Label --: reprint a label for the highlighted Profile. The button indicates the
profile that labels will be printed for.

Reprint ABN Reprints the ABN for this requisition

Set ABN: set the ABN flag

Cancel: to exit without saving

Exit: and save any changes

Select the Containers button to enter the container/tube associated with this sample.
Sample Details Screen Containers Button

Select the RefLab button to pick the Reference Lab associated with this sample.
Sample Details Screen RefLab Button

31
 1. Click on the LabID
2. Select the Account
3. Fill out the corresponding data for the order

Select the Sample Notations button to enter notations for the sample.
Sample Details Screen Notations Button

A Notation may be added to the sample. The Notations button is located on the bottom of the
Sample Detail screen, or from the Accession New Sample screen.

NOTE: This allows you to enter additional notations for this sample. The notations do not print
on the report but can be pulled up and viewed by nurses or other techs and do appear on the
notations log.

32
The information you see on the screen above is automatically displayed based on the sample
number that was selected. The user must enter the other fields for the record if necessary. In
most cases, the user may only need to specify the Procedure if the notation is specific to the
procedure verses the whole specimen. Otherwise, the Text field, which is used for remarks or
notations to be entered, is used.

33
Patient Information Sheet:

Select Samples screen Info Sheet Button

An Information Sheet for the sample may be printed from the Select Sample screen. The
information that is printed is what is in the record for a selected patient.

34
 Requisition Entry

Selecting the New Samples button on the Select Sample screen accesses Requisition Entry. If a
Y has been entered in the Auto Accession field on the System Configuration Detail screen,
CLIN1 LABORATORY will automatically generate an accession number. Otherwise, you will
be prompted to provide an accession number.

Accession New Sample Screen

Patient Demographics Screen Samples Button Select Sample Screen New Sample Button
OR Patient Demographics Screen  New Button

If the patient has not had orders requisitioned to the system, the following screen is displayed to
allow you to log a new sample into CLIN1 LABORATORY. The New Sample Screen allows
entry of all pertinent information related to the sample. Some fields are carried over
automatically from the Patient Demographics screen (diagnosis, category, facility, Physician). In
addition to the Comment field, you may elect to enter other Notations associated with the sample
or review orders entered by outside departments via CSSORDR

35
To request profiles and procedures to be performed on the sample, you may opt to pick them
by selecting the Pick Button or Pick2 Button and a pop-up menu will display. Choose the
selection by double clicking on the appropriate procedure in the code column. Or you may key or
scan them in using the Key/Scan button. As a rule, the Pick option is easier for users new to the
system, but as familiarity is gained, the Key/Scan option is generally faster when entering more
than one request.

If you have a barcode scanner attached to your accessioning workstation, a profile sheet can be
prepared containing the barcodes for all of the more common profiles. This permits scanning
them into the Key/Scan screen within just a few seconds. For high volume facilities, barcode
capability is a definite plus.

Priority (such as ASAP, Stat, PreOp or Routine) may be assigned to an order from the Accession
New Sample screen by selecting the Priority button.

If Medical Necessity is activated on the System Configuration Detail screen, the MEDNEC
button will be available for checking diagnosis comparison and printing waiver forms for the
patient to sign.

PID: The Patient Identification is populated from previous screen and cannot be altered.

Name: The Patient Name (Last, First, Middle Initial, Sex) is populated from demographics.

SID: The Sample Identification number is automatically entered either by the system if you have
auto-accessioning turned on or from the sample you entered manually from previous screen if
you do not have auto-accessioning turned on.

Physician: The Physician name is populated from the demographics but can be changed. Click
on the Physician field and the down arrow will show. Clicking on the arrow will bring a drop
down box of physician names that were entered in the System Dictionary (under the category of
PHYS). Select physician. Entering an abbreviation code that you have previously defined can
also change the name. Then Right Click and the appropriate name will display.

Facility: The facility code is populated from demographics.

Date Fields: The Date Fields consist of the Collect Date/Time/Init, Receipt Date/Time/ Init,
Logged Date/Time/Init. Only the Logged information cannot be altered.

Diagnosis: This field is where Diagnosis codes can be entered manually or populated by the
system.

Category: This field is populated from demographics. This field is used if you are tracking
patients by category for study such as smoker/non-smoker etc.

ABN: This field is either Y or N to indicate whether an ABN should be printed or not.

36
Comments: Comments associated with the sample may be entered in this field. If you have
comments that were defined to the System Dictionary, you can enter the code and Right Click
for the translation to display in this field. Alternately, you can select the down arrow at the right
end of the field and select from a list of previously defined comments (comments you defined to
the System Dictionary under the category of COM).

Source: Source field is used for microbiology to indicate the source of the specimen.

Buttons on Bottom of Accession New Sample Screen:

Field Indicator This is found above the Cancel button. Displays information for field when
cursor is on that field.

Cancel: If you decide not to proceed with the order, you should select this button to cancel out
of the request and go back to Demographics Entry.

Delete: To delete any requests that you inadvertently entered. This must be done prior to
leaving this screen.

Help: This is the HELP button for additional information on fields displayed on this screen.

Priority: A Priority Flag can be set for each requested profile. Select the profile and then select
the Priority button. A list of priority flags that have previously been defined to the system will
display and you can choose from that list.

TNP: Test Not Performed. This will highlight the test in green.

Conflicts: Looks for conflicts between profiles.

Label: This button allows you to print an additional label.

Tubes: You may choose to enter the number of tubes used for the sample. This button will
display the Sample Containers/Components screen for you to enter the correct number of tubes
used in the appropriate fields.

37
Notations: This button allows you to enter additional notations for this sample. The notations
do not print on the report but can be pulled up and viewed by nurses or other techs and do
appear on the notations log.

Set ABN: You must request an order before you set the ABN flag. Once you have requested a
profile, you can select this button and the ABN flag will be turned on.

ICD9: Clicking on this button will display a window of ICD9 codes that have been defined to
the system.

MEDNEC: The Medical Necessity button allows you to check the Medical Necessity code for
the profile(s) that were ordered for compliance. This button is only activated if you have turned
the Medical Necessity flag on in System Configuration Detail screen.

Set Ship Temp: Allows user to indicate the shipping temperature for send outs. this information
is usually printed on the shipping list.

Orders: This option is for HL7 interfaces to Billing Systems. If there are orders for this patient,
the button will be highlighted in Magenta. When this button is selected, any orders for this
patient are presented to the Tech to be checked in. Then these orders appear on the Requisition
screen.

New Sample: Not active at this time.

RefLab: Select this button only if you have an HL7 interface to your Reference Lab System.
This allows you to check on orders that came from the Reference Lab system.

Key/Scan: Select this button to manually enter in the profile code or use a Barcode Wand to
scan in a code from a sheet of barcoded profile codes.

Pick: Select the Pick button to display a list of previously defined Profiles to choose from and
add to the sample.

Pick2: Select the Pick2 button to select Profiles by Department. When selecting the Department
button, only those profiles defined for that department will display and the user can then choose
from that list and add to the sample.

Add Another: This button allows user to add another sample for this patient without having to
leave the screen.

OK: Save changes and exit this screen.

38
The Pick Screen

Accessed by selecting the Pick Button on the Accession New Sample screen.
Multiple profiles may be selected by double-clicking on each profile to be added to the request.

NOTE: Only profiles that have a "Y" in the Display field of their respective Profile/Procedure
Detail screen will display on the Pick screen.

Search: If you are unsure if a code exists on the Pick Screen, you may enter the code in the
Search field and hit on the Enter button on your keyboard. The program will search for the code.

Code: You may type in the code and press OK.

39
Pick Screen 2

Accessed by selecting the Pick2 Button on the Accession New Sample screen.
Multiple profiles may be selected by double-clicking on each profile to be added to the request.

NOTE: Only profiles that have a "Y" in the Display field of their respective Profile/Procedure
Detail screen will display on the Pick2 screen.

Selecting the CHEM, HEM, COAG, SCHEM, BB, UA, MICRO, REFLAB, OTHER, or DOC
buttons will display only the profiles that are defined for the selected department. Additional
buttons have been added that can be programmed for your other designated departments (for
example Glofil).

40
The Key/Scan Screen

Accessed by selecting the Key/Scan Button on the Accession New Sample screen. Multiple
profiles are entered by keying in the profile code, or by scanning the codes from a scan sheet
containing bar coded information for each profile in the system.

Once profiles have been selected and entered for the sample, your New Sample screen should
resemble the one below. At this point, select the OK button to accept the accession as it is
displayed on the screen.

41
Warnings Flag

If a Y has been entered in the Warnings Flag field of the System Configuration Detail
screen, the following message is displayed, confirming the acceptance of the
accession.

As a rule, Warning flags should be activated to serve as a safety net for new or novice users of
CLIN1 LABORATORY until they have gained some level of proficiency. These confirmation
messages can be disabled, at a later time, to further improve efficiency of your data management.

42
Labels

Once the accession has been approved and accepted, CLIN1 LABORATORY will evaluate each
ordered profile, and generate labels for each profile, when defined. The number entered into the
Labels field of the Profile/Procedure Detail screen controls the number of labels generated for
each profile.

The Label Printer field on the Workstation Configuration screen controls the label printer used to
generate the labels for the sample (multiple label printers are supported).

The profiles will be queued for transmission to any analyzers that are equipped with
bi-directional interfaces. Delivery to the appropriate analyzers should be accomplished within 2
minutes, but the status and nature of the analyzer may affect the actual time.

43
 Sample Status

The Sample Status screen is a versatile, highly efficient, useful place to assess the status of
samples requisitioned to the system. From this screen, the user can see pending, completed
(samples that are in Bold), and printed samples; review results and print a copy of the final (or
interim) report; locate a SID for a particular patient; and many other activities that add to the
efficiency of following a sample from start to finish. The Sample Status screen on your system
should resemble the one shown below.

Main Menu Screen Sample Status Button

Today: Sets displayed data to Todays date only.

Ystrdy: Sets displayed data to Yesterdays date only.

QTR: Sets displayed data to the past 90 days.

Location: For multiple site facility, the user can select this button to see only their samples.

44
Week: Sets displayed data to the past 7 days.

Month: Sets displayed data to the past 30 days.

Year: Sets displayed data to the past 365 days.

Dates: Allows the specification of starting and ending dates.

Flow: Starts the Patient Flow Sheet Generator.

Export: Allows the Export of displayed data to an Excel Spreadsheet (and other formats).

Filter: Removes all displayed data except for the selected value. Right click on the Filter button
to clear the filter and restore the original data.

Chart: Starts the Patient Chart Generator.

Find: Allows location of a particular sample by PID, Last Name or SID.

Sort: Sorts the displayed data by the selected column.

Sample Comment: Allows entry or modification of the Sample Comment associated with the
selected Sample.

Request Comment: Allows the entry or modification of the Request Comment associated with
the selected Request.

Requeue: Used to request retransmission of a selected Sample Requisition to a Bi-Directional

Instrument Interface.

Label: Generates a label for a selected Requisition.

Calc: Forces the system to re-evaluate any calculated values associated with the Request and
completes them, if possible.

To Host: Requeues the selected request for transmission to the Host Computer system. Used
only when Bi-Directional Host Interfaces are in place.

Status: Forces the system to re-evaluate the Status (Pending/Final) of the selected Request.

Cancel: Used to send a cancel order to the Host (for HL7 interfacing with billing system).

AP-On/Off: Auto Print toggle button to turn auto print on or off.

PReview: Displays the Patient Review screen for review of Historical Patient Data in a
Graphical Format.

45
Store: Activated by Right Clicking the Store button. Activates the Sample Storage System.

Reflab: If the Reflab flag is set to Y, this button is activated and the user can print a manifest.
To activate Reflab place a "Y" in the Reflab Orders field of the Workstation Configuration
screen.

Print: Prints the displayed data grid.

Tubes: Shows the tube types assigned to this sample.

Help: Displays the Help screen.

Check In: Check in samples ordered from other sources such as hospital or billing systems. If
select the Orders Button from the Select Patient screen, and Accession order that way, the
sample will appear on the Sample Status screen highlighted in Magenta. Select the Check In
button to indicate to the system that this sample is checked in. This process assumes that you are
generating orders for a worklist, collecting the sample and then Checking in the sample was it is
in the lab and ready to process

Store: Allows the sample to be stored and tracks where and for how long.

MedNec: Checks Medical Necessity

HL7On/Off: Displays the HL7 sent status. If selected, double entries will be displayed.

Remove: Removes sample from the sample status screen but not from the database.

Fax: Send sample to the Fax Queue.

Sort1-4: Sorts the displayed data using a user defined Custom Sort format. Right click on the
Sort button to view an example of how to use the sort or combination of sorts.

46
Example: Right Click on Sort 1 will display the Enter Sort Screen seen below.

Maximize: Not active at this time

OK: Exit screen.

Highlighted Entries:

Highlighted Entries allow the user to have a quick view of the status of samples. When a sample
is highlighted in Yellow, Red, Mauve, Gray or Bolded, look below the column to see what the
indicator says.

For instance, if samples are displayed in Bold, this means that they are Completed Samples.
Yellow shaded areas will indicate (depending on column shaded) if a sample is a Reflab sample,
has been Faxed or Printed, or if the status is Now/ASAP. Red is for Stat samples. Mauve
shaded areas will indicate (depending on column shaded) if a sample has a STAT status or No
Sample was indicated for HL7. Gray shaded areas will indicate future orders.

47
Results Screen

Double clicking on any row in the Sample Status screen and the selected patient's results will be
displayed in the Results screen.

AutoPrint, AutoFax, Dept Repts: Toggle Buttons

On/Off
Preview: Will display the Patient Encounter Report for
the selected patients.
<<: This button hides the right side of the screen which
shows the history of samples ordered for this patient as
well as the sample detail (profiles).
>>: Expands the screen to the right
Help: Displays help for this screen
History: Displays the Analyte Summary Listing for
selected test/analyte.
Dept Report: Displays the Department Report for
printing or viewing

48
NOTE:

If a Footnote was entered in the

Offline Results Entry screen,
the footnotes will show on the
bottom of the Results screen.

They will show as "++".

These tests should NOT be

deleted

49
 Manual Offline Data Entry

Eventually, everyone must manually enter at least some sample results into CLIN1
LABORATORYs result database. Because all results are not generated in the same manner
(some are from single stat samples, others from weekly batch processing, etc.) we have provided
several different methods of entering results into CLIN1 LABORATORY.

Main Menu Tool Bar Activities  Offline Entry

Main Menu Screen Manual Data Entry Button

Alt A, O

The following screen will be displayed allowing you to select the method of manual entry of
samples.

Samples by Sample ID: Use this option if you are the only Tech performing operations in
multiple departments (on-call, alone in the lab, small facility, etc.) This option generates
a list of Samples. Multiple samples are selected and a list of profiles is presented for each
selected sample. This allows the Tech to enter results from multiple departments during
a single entry session.

Samples by Department: Use this option if you are responsible for, or dealing with, a
single department at the time of results entry. This option displays a list of multiple
profiles for a single department.

Samples by Profile: Use this option if you are entering results for a batched profile
(Thyroid, PSA, other Special Chemistry profiles).

50
With all options of Offline Entry, the next screen to display is the Analyzing Techs Initials
screen. The tech that is going to be entering results must enter their initials in the field provided.

Select Samples by Sample ID

If the Select Sample by Sample ID option is used, the system will proceed to a screen similar to
the one displayed below:

51
This Select Sample screen permits viewing of multiple samples for a selected period of time that
is defined by clicking on the Date button. You may choose multiple patients for off line entry by
double clicking on each sample. To deselect a sample, double click on it again. Press OK after
you have selected the sample(s) you want to view.

Cancel: Exit without saving changes.

Sort: Put the cursor on any one field, in any one column, and select Sort to sort the records in
that order. For instance, if you wish to have the view by name, you would put the cursor
(point and click) on a field in the Name column and then click the Sort button. The view will
then be in Name order.

Filter: Select a field in a column and when you select the Filter button, everything will be
removed from the screen except those items that match what you filtered on.

Dates: Allows the specification of starting and ending dates.

Help: Select to view the help on this screen.

Refresh: Refreshes the screen.

OK: Selecting OK allows CLIN1 LABORATORY to proceed to the next stage of result
entry.

If the Select Sample by Sample ID option is used, select the sample and press the OK button.
Either the Select Requested Profile-One Sample screen, or the Offline Results Entry screen will
be displayed.

52
If the Select Requested Profile-One Sample screen is displayed, as seen below, double click on
the sample that you would like to examine and the Offline Results Entry screen will display
allowing results to be entered manually.

If more than one profile is ordered on a sample, all of the requested profiles for the first selected
sample will be displayed.

As with the previous screen, you may select multiple line items (in this case profiles) by double
clicking on multiple lines on the data grid. Accept your choices and proceed by selecting OK.
CLIN1 LABORATORY will then display the actual Offline Results Entry screen permitting
result entry for the selected profile.

53
Select Samples by Department

If the Select Samples by Department is selected:

The first screen to appear will be the Analyzing Tech's Initials.
Then, the Get Procedure/Profile Code screen for Departments will be displayed. You must enter
a Department code.

1. Click on a pre-installed Department code.

OR
2. Right click on the Department field to display the drop down box
which contains other choices.

*If a Quest Reference lab interface is present a Quest button will appear below the SO button.

Select Samples by Profile

If the Select Samples by Profile is selected:

The first screen to appear will be the Analyzing Tech's Initials.

Then, the Get Procedure/Profile Code screen for Codes will display. You must enter a Procedure
code.

1. Enter the Procedure in the Procedure field.

OR
2. Right Click on the Procedure field to display the Pick Procedure/Profile screen. This will
display all Profiles defined in the system.

54
Select Requested Profile Screen

When either Select Sample by Department or Select Sample by Profile option is selected the
following screen will be displayed. Select the patient and press the OK button. This will display
the Offline Results Entry Screen where the results can be entered manually.

Cancel: Exit without saving changes.

Dates: Allows the specification of starting and ending dates.

Select All: Allows selection of all samples.

Pending: Select the Pending button to show only pending samples.

Sort: Put the cursor on any one field, in any one column, and select Sort to sort the records in that
order. For instance, if you wish to have the view by name, you would put the cursor (point and
click) on a field in the Name column and then click the Sort button. The view will then be in
Name order.

Filter: Select the field in a column you want to filter on and then select the Filter button.

OK: Selecting OK allows CLIN1 LABORATORY to proceed to the next stage of result entry.

55
Offline Results Entry Screen

To reach the Offline Results Entry Screen, double click on a sample from the Offline Entry-
Select Sample Screen and click OK, then double click on sample from the Select Requested
Profile Screen and click OK.

This Offline Results Entry screen represents the heart of the Result Entry and Result Review
portion of CLIN1 LABORATORY. This is a very busy and powerful screen that allows the user
access to many features unique to CLIN1 LABORATORY.

Whereas most screens in CLIN1 LABORATORY must comply with the Windows convention of
using the TAB to move from field to field, this is one screen where a significant amount of
programming allows the user to use the ENTER key to move from field to field. In fact, the
greatest efficiency during Offline Result Entry depends on the user utilizing the ENTER key to
move to the next result field. CLIN1 LABORATORY automatically monitors each result,
determines whether the result is Numeric or Textual, and positions the cursor in the appropriate
field based on this information.

Programmable Buttons
The first row of buttons (displayed below) are programmable buttons.

TST1-QNS: Examples of Programmable Buttons that have been

programmed for textual remarks.

: Programmable Buttons that have not been programmed for textual

remarks.

56
The first row of buttons ( buttons with - dashes) on the Offline Results Entry Screen consists of
Programmable Buttons which are explained on the next page. These buttons can be used to enter
your own short textual remarks. Additional programmable buttons have been added for a total of
4 rows of programmable buttons (64 buttons).

Programmable Buttons

To program a Programmable button:

1. Right Click on the button to be programmed.

2. The Program Button screen will be displayed.

The second row of buttons on the Offline Results Entry Screen consists of a series of buttons
designed to represent commonly entered values for Manual Result Entry (Ex: 1+Few).
Selecting any of these buttons enters the value labeled on the button and automatically moves the
cursor to the next result entry field. Making use of these buttons can greatly improve manual
entry speed.

->Text: Converts the selected Test to a Textual Entry (for the displayed Sample only). Use this
button to convert Tests to Textual Tests when needed. Use this button to enter Semi-
Quantitative Results into an ordinarily Quantitative Test Result value (i.e.: Entering numerical
values containing non-numeric characters like the greater than > or less than < signs.) Use it
to complete requests that have missing numerical values. (I.e.: Entering DNR (did not run) for
numerical tests that, for one reason or another were not able to be generated or entered:
controls/reagents not acceptable, beyond linear range, etc.).

->Num: Converts the selected Test to a Numerical Result (for the displayed sample only).

Help: Displays the system Help screens.

Cancel: Exit screen without saving changes.

1+, 2+, 3+, 4+: Enters 1+, 2+, 3+, or 4+ into the current result remark field.

57
POS: Enters POSITIVE into the current result remark field.

NEG: Enters NEGATIVE into the current result remark field.

NONE: Enters NONE into the current result remark field.

OCC: Enters OCCASSIONAL into the current result remark field.

FEW: Enters FEW into the current result remark field.

MOD: Enters MODERATE into the current result remark field.

MANY: Enters MANY into the current result remark field.

TRACE: Enters TRACE into the current result remark field.

NORM: Enters NORMAL into the current result remark field.

SENS: Enters SENSITIVE into the current result remark field.

RES: Enters RESISTANT into the current result remark field.

IND: Enter INDETERMINATE into the current result remark field.

Add Profile: Allows the ordering of another profile on the currently displayed Sample.

History: Shows the history for this patient for selected analyte.

Req Cmnt: Allows the entry or edit of the Request Comment for the currently displayed
Sample/Request.

Sample Cmnt: Allows the entry or edit of the Sample Comment for the currently displayed
Sample.

Footnote: See next page.

58
Footnote: Allows the entry of up to 9 lines of text to be associated with the currently displayed
request.

NOTE: The Footnote becomes a part of the currently displayed request and may cause the
creation of tests beginning with the code +++. These tests should NOT be deleted if
encountered during previewing of results. See Results screen.

Footnotes Screen

Footnotes are lengthy or short messages the user can add to any profile as needed. This option
can be utilized through either Offline Results Entry Screen or the Analyzer Data screen. Each
contains a Footnote button on the bottom of the screen.

When the Footnote button is selected, a Footnote window will be displayed in which to enter
comments. These comments are printed at the bottom of the test/profile results.

Micro: Microbiology. To use this button, a comment has to be entered in the System Dictionary
for Micro. :

59
Notations: Select this button if you want to enter a notation on this sample.

AutoPrint On/Off: Allows the Autoprint function to be toggled On or Off.

Delete Analyte: Deletes a single Test Result from the current Request.

Save: Used to save the currently displayed results without causing them to be Released.

Release: Forces the currently displayed Request to be marked as Released.

Apply Ranges: Forces all reference ranges and calculations to be evaluated for the currently
displayed Request

MDIFF Counter

For Department HEM, the Offline Entry screen will have an extra button displayed for Manual
Differential Entry (see below).

60
Select the Perform Diff button and the Diff Counter screen will display for you to count diffs:

The diff counter can be customized to the

Keypad on your computer keyboard.

Once the total has hit 100, the amounts will be

automatically transferred to the Manual Offline Entry
screen for this sample.

61
 Report Generation

Main Menu Bar Reports

Main Menu Screen Report Generation Button

Or-

The Main Menu Tool Bar has three Report Icons. They can be used for Batch Reporting,
Encounter Reporting (Single Patient Reporting) and Exception Reporting. This function
improves access to patient encounter reporting.

Batch Reports Icon Exception Report Icon

Encounter Report Icon

(Single Patient Reporting)

Please note that Clinical Software Solutions pays close attention to feedback and requests
provided by our client facilities. If you do not see the particular report, log, listing, etc. that you
are looking for, please do not hesitate to contact our Technical Support Staff.

In some instances, we may be able to direct you toward another method of gaining the
information you need. In other situations, the solution may be that a new report needs to be
added to CLIN1 LABORATORYs already considerable repertoire.

62
Report Formats

There are several different Report Formats to select from. Examples of the choices for report
formats are located in the Appendix at the back of this manual.

To choose a report format:

Main Menu Bar Utilities Configuration System
Main Menu Screen System Utilities Button Administrative System Configuration

The Report Format can be changed on the System Configuration Detail screen.

Choose letter A through Z, or number 1 through 0 from the Report Format field drop down box.
Click on the field and the drop down box will appear.

63
Antibiogram Report

Main Menu Bar  Reports Antibiogram Report

Enter the date range for the report format and then how the report should be reported by (By Facility, By Category,
or All)

The report will display the percentage of susceptible.

64
Patient Encounter Reports

Main Menu Bar  Reports Patient Encounter Reports

Main Menu Screen Report Generation Patient Reports Patient Encounter Reports
Encounter Report Icon on the Main Menu Tool Bar

The first screen that will be displayed is the Select Samples to Report screen. You must select
one or more patients you wish to report on by double clicking on the patient. Select OK.

The buttons on the bottom of the Select Samples to Report screen are:

Clear Selection: Clears all highlighted selections from the screen.

Select All: When selected, all samples on screen will be highlighted so they can be printed.

Unprinted Only: When selected, only the reports that have not been printed will show on the
screen for selection to print.

Help: Select this button for additional information on this screen.

Auto Print: When this option is turned ON, the reports will automatically print to the printer
once the user exits the screen. When this option is turned OFF, the user has to select PRINT on
the Report screen to print a report.

65
Printer Setup: Allows the user to select or change printer configuration.

Cancel: Exit without saving.

Today: Pulls up current date samples.

Dates: Allows the specification of starting and ending dates.

Week: Pulls up the previous weeks samples.

Month: Pulls up the previous months samples.

All: Pulls up all samples in the system.

Find: Allows the user to find a particular sample by entering the appropriate criteria.

Filter: Permits filtering of data seen on the screen.

Remove: The Remove button allows the user to remove the sample from the screen, yet not have
it be deleted from the system. When the samples are printed, the removed sample will not be
seen.

Sort: Place the mouse cursor on a column to sort; select the SORT button, and the screen will be
rearranged in that sort order. (Ex: by SID order, alphabetical, etc.)

OK: Select the patient to be entered by double clicking on that record. The patient record will
be highlighted. Multiple patient records may be selected. When the OK button is clicked, each
patient will appear on the screen sequentially. Deselect any unwanted patient by double clicking
on that record again.

1. Select Sample to
Report Screen. Double
click on one or more
patients. Click Ok.

2. The Patient
Encounter Report
Screen will display.

3. Click the OK button

to display each patient
sequentially.

66
Batched Encounter Reports

Main Menu Bar Reports Patient Encounter Reports Batch

OR

Batch Reporting Icon on Main Menu Tool Bar

This option allows you to print all non-pending and not printed reports directly to the default
printer.

67
Cumulative Patient Report

Cumulative reports display patient results from one to five encounters on one report.

Main Menu Tool Bar Reports Cumulative Patient Report

Main Menu Screen Report Generation Button Patient Reports 
Cumulative Patient Report
Keyboard users may select Alt, R, and C.

1. The Select Patient - Cumulative Patient Report screen will be displayed.

2. Double click on the patient and the Select Procedure Screen will be displayed.

68
3. Select a procedure by double clicking on it and the Cumulative Patient Report Screen will be
displayed.

Up to 5 encounters of results per patient will be listed on the Cumulative Patient Report.
A typical form is shown below.

69
Patient Flow Sheets

Adding a Flow Sheet

There are Five Patient Flow Sheet formats to use to create an in house Cumulative Report that
can be designed by you for what tests you would like to track over a period of time (i.e. the last
five visits or so).

1. Create a Template by going to System Utilities--Edit/View--Templates.

2. Click on the Add button and add the Template Name and Description and Source.
3. Click on the Content button and this will open the Edit Template Content page.
4. Click on Add and add the tests that you would like to see printed out together.

70
 5. Enter the format in the Workstation Configuration (System UtilitiesAdministrative--
Workstation Configuration) for the format you want to print. There are three Flow Sheet
formats (1, 2, 3, 4 or 5). Enter the number in the field labeled Flowsheet Format.

Viewing a Flow Sheet

There are two ways to view a flow sheet. One is from the Sample Status Screen and the other is
from Report Generation. The report can be viewed on screen or printed out.

71
1. From the Sample Status screen select the Flow button located on the bottom of the
screen. The default template is XLATE.

If you want a particular Template, you will need to Right click on the Flow
button to select the Template and then OK to print the report.

1. From Report GenerationPatient ReportsPatient Flowsheets.

Enter the name of the template in the LIS or REFLAB field.

Click on a patient.

Click on Select.

72
Patient Analyte Graph Report

Main Menu Screen Report Generation Button Patient Analyte Graph

This report displays the graph for a particular analyte/test for a specified patient during a
specified date range.

73
Patient Census by Category Report

Main Menu Screen Report Generation Button Patient Census by Category

74
Patient Tracking Reports

Allows user to track patients based on specified profiles ordered on patient. Main Menu Screen
Report Generation Button Patient Tracking Report
Click on available report in the reports definition.
Click on Tests to find any patient with that test done within the date range.
The report will list all tests within the defined patient tracking report.

75
Defining the Tracking Sets:

The tests used for tracking must be defined prior to using the Tracking Report. These are set up
in System Utilities Edit/View  Patient Tracking Reports

Add a Tracking Report and add any defined tests to that report, enter how many days to search
back for any of the tests.

Click Update to save. The report will now be selectable in the patient tracking reports screen.

Each analyte will go back as far as the number of days specified in the report definition.

76
Patient Discharge

Main Menu Screen Report Generation Button Patient Reports

This report is available for discharged patients which displays all lab results for that visit
(encounter or episode). Select from a list of patients, select the visit number (aka
episode/encounter), and then a report displays for all lab work performed on the given patient
for the visit.

77
Listings
There are two options for accessing Listings. Listings can be found under Reports.

Main Menu Screen Report Generation Listings

OR

Main Menu Bar Reports Listings

78
Demographic Listing

Main Menu Bar Reports Listings Demographic Summary

By PID Listing of Patient Demographic information listed in Patient Identification order.

By Name Listing of Patient Demographic information listed in Patient Name order.

79
Test Listing Without Details

Listing of tests defined to the system in alphabetical order.

Main Menu Bar Reports Listings Test listing

Main Menu Screen  Report Generation Listings Current Test Listing

The Parameters for Test Listing screen will display. Type in the appropriate Start and End
codes. Do not check the "Detailed" box. Click OK.

The Current Test Listing Screen will display.

80
Test Listing With Details

Listing of tests defined to the system in alphabetical order.

Main Menu Bar Reports Listings Test listing

Main Menu Screen Report Generation Listings Current Test Listing

The Parameters for Test Listing screen will display. Type in the appropriate Start and End
codes. Check the "Detailed" box. Click OK.

The Detailed Test Listing screen will be displayed as seen below.

Next: Displays the Next test.

Prev: Displays the Previous test.

81
Profile Listing

List of profiles defined to the system in alphabetical order.

Main Menu Bar Reports Listings Profile Listing

Main Menu Screen Report Generation Listings Current Profile Listing

82
Unprinted Samples

Main Menu Bar Reports Listings Unprinted Sample

Main Menu Screen Report Generation Listings Unprinted Samples List

To view a list of samples that have not been printed, select this option.

Enter the date(s) or select one of the Date buttons. Click OK to display the Unprinted Samples
screen. This screen displays all of the samples that have not been printed for the specified dates.

Select the Print button on the bottom of the screen to send the report to the printer.

83
Logs

There are two options for accessing Logs. Logs can be found under Reports.

Main Menu Bar Reports Logs

OR -

Main Menu Screen Report Generation Button Logs

84
Billing Log 1

Main Menu Screen Report Generation Button Logs Billing Log 1

The billing log gives you a way to print a log at the end of the day or for a specified date range for all
samples requested on patients. This log can then be given to the billing office via paper print out or in file
format for their records.

Sort: Select a field under one of the columns that you wish to sort on and then select the
Sort button for the information to be displayed in that order on the screen and when
printed.

Filter: Select a field under one of the columns that you wish to filter out and then select
the Filter button to view only that information. For instance you may only want to view
and report the information for patient 47717. You would select PID number 47717 and
then select the Filter button and all information other than that information for PID 47717
would disappear from the screen/report.

Format2: Alternate report format.

85

Export: To Export this information to a third party spread sheet such as Excel, select the
Export button and then enter the file name, file type, and where the file should be saved
to.

Export Flat File: Exports a flat file that needs to be predefined prior to export.

Billing Log 2

This log is an alternate outlay of the billing information that can be printed out for a report.

Remove: Removes selected patient from the Billing Log.

86
Billing Log 3

Billing Log 3 gives yet another viewpoint.

Remove: Removes selected patient from billing log.

Format 2-7: Alternate report formats.

Rekey: Replaces patient information with the representative barcode. This allows for that data
to be scanned in with a scanner for easy entry.

87
Critical Results

Main Menu Bar Reports Logs Critical Results

Main Menu Screen Report Generation Logs Critical Results Listing

Lists all specimens that contain critical results.

88
Delta Report
Main Menu Bar Reports Logs Delta Log
Main Menu Screen Report Generation Logs Delta Report

Reports can be created showing a listing of Delta flags for patient results, providing the Delta
ranges have been set in the Test Definition screen.

Setting the Delta Flag

The Delta Flag is set in the Currently Defined Test screen, which can be found in:

Main Menu Screen System Button Edit/View Test/Analytes Definitions Currently

Defined Tests screen (Double Click on Selected Test)

This will bring up the

Currently Defined Test
screen.

Double click on the

appropriate test to display
the Test Definiton screen.

Enter a "Y" in the Delta

Check box.

89
Exception Report

Main Menu Bar Reports Logs Exception Report

Main Menu Screen Report Generation Logs Exception Report
Main Menu Tool Bar Exception Report Icon

The Exception Report is similar to the Critical Results Report. The difference is that the
Exception Report lists all specimens that have results outside the normal ranges defined for the
analyte.

90
Stat Log

The Stat Log lists all specimens that were marked STAT.

91
Notes Log

Notations Log

92
Critical Values/Current Value Panics Log

The Critical Values Log lists the Current Panic/Critical Values that have been defined in the Test
Definition Screen.

93
Pending Log

Main Menu Bar Reports Logs Pending Log

Main Menu Screen Report Generation Logs

The Pending Log reports all specimens that have results still outstanding.

The Pending Log may be printed by Date or Department.

Sort: Select a field in one of the columns and then select the Sort button to have the data
appear in that order.

Print: Print the report to a specified printer.

Filter: Allows filtering of data by whatever field you choose.

OK: Exit this screen.

94
Sample Log

Main Menu Bar Reports Sample Log

This is a log of specimens requested in a specified time frame. The Sample log can be printed in
the following formats:

By SID

By PID

With Comments

By Dept/Facility

+: Zoom In (larger text)

-: Zoom Out

<: Page Back

>: Page Forward

Print: Print report

OK: Exit

95
Worksheets

Main Menu Bar Reports Worksheets

Worksheets can be used as summary reports, a review of the days work to see what is pending,
or a worksheet for departments that need to record results and then manually enter them into
CLIN1 LABORATORY.

The Worksheets can be printed in the following format:

By Department

By Profile

By Received Date

By Specimen

By Physician

+ : Zoom In

- : Zoom Out

< : Page Back

> : Page Forward

Department: The report can be listed by specified department code

By Collect Date: The report can be listed by specified collect date

Print: Print report

OK: Exit

96
 Analyzer Data

The Analyzer Data function allows you to release results that have been run on the analyzers as
long as you have an interface from CLIN1 LABORATORY LIS to the analyzer.

Main Menu Screen Analyzer Data Button

Once you specify a department, the Analyzer Data screen collects and displays all currently held
results for that department and evaluates the results. All data captured and processed by any
analyzer interface, regardless of the analyzer, finds its way to the Analyzer Data screen.

There are two ways to release results to the Analyzer.

By Single Department

By All Departments

After selecting the Analyzer Data Button, you will see a screen similar to the one displayed
below.

You will be prompted for the department you wish to examine. Department codes for the
Analyzer Data screen are hard coded into CLIN1 LABORATORY to prevent confusion in the
origin of results from analyzer interfaces. The valid departments are CHEM, HEM, SCHEM,
UA, MICRO, SO, ABG, COAG AND BACT. The SO is used to designate Send Outs and refers
to results received from interfaces with outside reference facilities.

By Single Department: Enter the department manually by typing in the department code or
selecting from the list of department buttons located on this screen. After you select the
department press the OK button and if there are any results pending to be released for the
selected department, they will display on the following screen.

By All Departments: Shows all department results but user will not be able to release from this
screen.

97
Analyzer Data (Single Department)

The Analyzer Data table displays the results of this filtering step for Review and Release by the
Analyzing (or other) Technologist.

Help: Provides help for this screen.

Print: Prints the Analyzer Data screen.

Clear All: Clears all results from screen. This button should be selected to clear the
department queue at least once per week and should only be activated if no results are pending
or will have to requeue the results.

Sort: Sort page by whatever column you choose.

Date/Time: Sorts by Date/Time field.

SID: Sorts by Sample ID

Delete Sample: Deletes a specific sample.

98
Delete Result: Deletes a specific result.

History: This button shows the history for this patient for the selected analyte. table

Filter: Allows filtering of data by whatever fields you choose.

Location: For multiple site facilities, this allows the user to only see their facilities samples.

All Dates: Displays unreleased data from all dates in the system.

Hold Sample: Hold a sample to release at a later time. The sample is highlighted in green.

Release Sample: The Analyzer Data screen allows the User to review and release all results,
arriving to CLIN1 LABORATORY via the analyzer interfaces, one sample at a time by selecting
the Release Sample button.

Average Sample: Averages result from two results, same test from one sample.

99
Hold Result: Hold a result to release at a later time. The sample is highlighted in green.

Delta: Samples that are highlighted in Yellow have a Delta.

Release Result: Release a result previously held.

Find Sample: Find a specific sample on the screen.

Add Profile: Add a profile to the patients requisitions.

Change Profile: Use to change the profile if profile was ordered incorrectly or need to change
due to Manual Differential.

Release All: Release all samples from the screen. Right click to activate.

Apply Ranges: Apply flagging to the sample before releasing.

AutoPrint On/Off: Turn Autoprint On to have reports print automatically once released or Off to
manually print the reports.

Edit Results: Allows the User to alter or modify the result received from the analyzer interface.

Sample Comment: Allows the User to add textual comments that is specific to the sample.

Request Comment: Allows the User to add textual comments that are specific to the request
(profile).

Refresh: Refresh the screen.

ADD MDIFF: This button displays only for the HEM department and allows the user to add a
Manual Diff to the selected sample. User must then go to Offline Manual Entry to enter results
utilizing the MDIFF Counter. (See Manual Offline Entry)

 Text: Changes numeric result to a textual result, i.e. if a result has to display as a greater than
> or less than < it has to be entered as a textual result.

 Numeric: Changes textual result to numeric. If the test is a Type T for textual and you
want to enter a numeric result for the test, select Numeric and that will allow a numeric result
to be entered.

Flags: This option is for the flags that come from the analyzer, select this flag and those will be
entered in the remarks field.

Footnote: Add several lines of comments to a sample.

OK: Exit the screen.

100
Analyzer Data (All Departments)

To view All Department Results Pending (not yet released) in the System leave the Department
field blank on the Select Analyzer Department screen.

However, the only options you will have on the All Department screen is Clear All, Help, Print
or OK to exit.

101
 System Utilities

Main Menu Screen System Utilities Button

This menu is the gateway to other system settings, definitions, utilities, analysis tools and
management reports.

102
Administrative

Selecting the Administrative Button on the System Utilities Screen will display these following
categories:

Archives: Not active at this time.

Check Profile Tests: Checks defined profiles for

invalid test codes. User should define or delete
invalid test codes displayed for a given profile.

Connection Information: Used in network

environments. Connection, port, etc. definitions
displayed.

Database Statistics: Lists number of records in

databases defined to the system.

Error Log: This is a log of any errors that occurred

during use of the system.

Events Log: This log tracks events and identifies

the tech that performed the operation or activity.

Event Control Panel: This page has various events that the user can select to have the
system track such as releasing samples or re-releasing samples. These events are
tracked in the Event Log.

Execute SQL Command: Use this option to execute SQL commands. Should only be
used by experienced users.

Identify Null Profiles: : Lists profiles that have no tests assigned.

Reset Checkin Flag: For users who check in samples, this option resets the flag.

Sample Storage: Displays samples that have been stored in the system.

System Configuration: Define defaults and set flags for system options.

User Maintenance (Permissions): Define or edit users to the system.

Workstation Configuration: These are settings specific to the workstation.

Review: Allows Laboratory Administrator to Review the day's Results to catch any
irregularities or add comments and sign off on them.

103
Billing

Selecting the Billing Button on the System Utilities Screen

will display these following categories:

Bundling: : Allows user to select multiple profiles to

be ordered under 1 profile code. For example you
may have a Health Panel that is made up of a CBC,
CMP and UA profile. You can create 1 profile called
Health and then add the other profiles to it under the
BUNDLE which will make it easier to order.

Also can be used to create a bundle of profiles with

multiple charge codes.
Go to System Utilities, Edit/Define, Profiles/Procedures and verify that there is a profile
code for each component of the Bundle as well as a code for the Bundle Profile. An
example is that you have a BP profile with a TBIL, DBIL, IBILI and you need a charge
code to be sent to the Billing System for TBIL and DBIL. You will need to enter the
charge code in the TBIL and DBIL profiles in the Charges field and in the BP profile
you will enter BUNDLE in the Charges field.

Then create a BUNDLE profile. Go to System Utilities, Billing, Bundles. Add a new
Bundle with code BP (per our example) and then add the 3 profiles to it (TBIL, DBIL,
IBILI as per our example). When the BP is ordered on a patient, the 3 profiles will
display and because the charges are defined to each profile, those charges will go across
the HL7 interface to the billing system.

Alternately, you can have your billing system set up a code for the profile (example BP
so that it covers the other tests).

Export Data: : Allows the export of data to a third party system (i.e. Excel, Access etc.).

Export QuickBooks Charges: Export billing charges to QuickBooks billing system.
This option is for those who purchased it.

ICD9 Codes: : This option allows the user to enter the ICD9 codes manually.

Service Classes: Service Classes determine which patients are tested for Medical
Necessity.

104
Clear/Delete

Selecting the Clear/Delete : Button on the System Utilities Screen will display these following
categories:

NOTE: You must have Administrative permission to Delete.

Clean Up Sample Database: Clears the

database of any erroneous entries.

Clear Labels: Clears any labels that
have not been printed but are queued to
the label engine for printing.

Clear Old Results: Clears or deletes
old results from the system.

Clear Patient Information: Clears all
patient information from the system.

Clear Blank Samples/Requests:
Deletes any samples that have no
requests attached.

Clear Samples, Requests, Results:
Clears samples along with respective requests and results from the system.

Purge HL7 Export Queue: Clears the HL7 export queue.

Delete Analyzer Data: Delete the analyzer data queue.

Delete Old Orders: Allows deletion of old orders from the system.

Delete Patient: Delete a specified patient from the system.

Delete Range of Samples: Select a range of samples to be deleted from the system
entirely.

Delete Sample: Delete a sample from the system.

Deleted Samples List: Lists all samples that have been deleted from the system.

Delete Samples/Request List: Allows deletion of Samples Listing from Loader. Used in
bi-directional interfaces.

Dump Test Codes to File: Copy defined test codes to an alternate file.

Dump Profile Codes to File: Copy defined profile codes to an alternate file.

105
Edit/View

Selecting the Edit/View : Button on the System Utilities Screen will display these following
categories:

Analyzer Data Table (Diag Tool): This is a

tool used in diagnosing analyzer interface
problems.

BiDirectional Interface Queue: Lists orders
queued to a bidirectional interface.

Department Maintenance: Edit or define
departments to the system.

Destination (Fax): Used for those who
purchased the Fax Engine program to define
fax numbers for facilities that the user will be
faxing reports to.

Edit Single Analyte: Allows user to edit a
specified analyte for a specified date.

Patient Tracking Reports: Allows user to track
patients based on specified profiles ordered on
patient.

Facilities (Print): Edit or define facilities to the
system for remote print option.

Fax Queue: Displays a list of faxes queued to
the system and ready to send.

Label Queue: All sample labels go to this
queue and are stored until the label engine
sends them to the label printer. If there is a
problem with the label engine or printer, the
user can go to this screen and see what labels
are being held or if there is a questionable label
that is holding up the system, that sample label
can be deleted here before processed to the
label printer.

Physicians: Define list of physicians.

Priority Maintenance: Define priorities to samples in the system such as Now, ASAP,
etc.

Profile/Procedure Definition: Define or edit profile codes to the system.

Profile Messages: Define or edit profile messages to the system.

Reminders: This option will allow you to define reminders to the system but is not
active at this time.

System Dictionary: Define or edit abbreviation codes and translations to the system.

Templates: Used to define templates to the system for customized cumulative reports.

Test/Analyte Definition: Define or edit test codes to the system.

106
HL7

Selecting the HL7 Button on the System Utilities Screen will

display these following categories:

BiDirectional Interface Queue: Lists orders queued to a

bidirectional interface.

Edit HL7 Export Queue: Allows user to edit the HL7
export queue.

HL7 Tracking: Allows user to track what has been sent to
HL7 Host.

Spool Samples to Host: For HL7 interface users, this
option spools the samples to the HL7 Host.

Export AccuCheck Data: Option for user to export data to
third party AccuCheck system.

Reference Lab

Selecting the Reference Lab Button on the System Utilities

Screen will display these following categories:

Reference Labs: Define the reference labs the

facility uses such as Labcorp, SMS, Quest etc.

Reference Lab Accounts: Define the account
number for each facility associated. This is mainly
used in situations where there are multiple labs
working as a whole.

Reference Lab Insurance: Define the reference lab
insurance systems used.

Reference Lab Physicians: Define the physicians
associated with each reference lab.

Reference Lab Profiles: Define the profiles used for
each reference lab.

Reflab Results Maintenance: Gives user a way to do clean up maintenance on reference
lab information (ie: moving patient results to another pid etc.)

Remote

Selecting the Remote Button on the System Utilities

Screen will display these following categories:

REMPRINT Phys/Facility Prn: Lists

Physicians, facilities, and printers for selection to
remote printers identified to the system.

107

REMPRINT Queue: Lists selected locations for remote printing capability.

Management Reports

Used primarily by the lab administrator and/or is an administrative function.

Selecting the Management Reports Button on the System Utilities Screen will display these
following categories:

Workload Reports: User can access

several tallies or charts depending on
what output is needed.

Graphical Patient Trends: Gives a graph
of a given test over a given period of
time to see how patients results are
trending.

Profile Counts (by Location): Allows
user to obtain a quick count for a
specified profile ordered over a given
time period.

Profile Costs (by Location): Allows
user to obtain a quick sum of costs for a
specified profile ordered over a given
period of time.

Department Counts: Allows user to
obtain a quick count of profiles for a
specified department that were ordered
over a given time period.

Department Fee Totals: Report
summarizes the number of profiles per
department with total fee amount.

Inpatient/Outpatient Statistics:
Summarizes the number of patients
categorized as in patient or out patient.

Epidemiology Report: Lists for given facility and given date range.

Antibiogram: Report for percentage of susceptibilities.

Facility Report: Report that gives the number of samples, requests and tests over a
period of time for a given facility.

Jane's Report: This is a turn time report by category ER and allows user to remove any
profiles they don't want to report. Also gives warning by highlighting times outside an
hour.

Procedures By Physician: Totals number of procedures by physician.

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Selected System Utilities options can also be accessed by clicking on:

Main Menu Tool Bar Utilities

Alt U
OR
Select System Utilities from the Main Menu

Configurations

System: Allows the configuration of system
options to be set.

Workstation: Allows the configuration of the
workstation for labels, etc. that are unique to this
workstation.

Database Statistics
This option shows the number of records for each
database file defined to the system.

Delete
With the appropriate level of security, the following
functions can be accessed:

Analyzer Data: Clears all data that was
transmitted from an analyzer interface that was
not released or was old.

Patient: Allows the deletion of Patients that are
no longer needed in the patient database. Once
this option is selected, the system pulls up all
patients in the patient database and the user can select from the entire demographics list.
Double click on the selected Patient Name and select OK. The highlighted patient will be
deleted from the system.

Sample: Permits deletion of a single Sample from the system or a particular profile or
procedure from a specified sample. Enter the appropriate information and click OK.

Edit/Define
With this option, the user can Define or Edit information that will be used repeatedly in the
system.

Abbreviation Dictionary: Define any comments, shortcuts, Physician names, etc. to the
system so that you can easily enter this data into the various screens.

Department Maintenance: This screen allows the definition of all departments that will
be utilized by the LIS.

Facilities: This screen allows the definition of all Facilities that would be utilized by the
LIS for send outs or remote sites, etc.

Test/Analytes. : Select this option to define all Tests or Analytes that will be utilized n
the LIS.

109

Profiles/Procedures: Select this option to define all Profiles or Procedures that will be
utilized or ordered in the LIS.

Profile Messages: This screen allows the user to define messages that can be linked to a
profile and printed on the final report.

SQL Command
Use this option to execute SQL commands.

Identify Null Profiles

This option searches the Profile database to see if any profiles do not have tests associated with
them.

Initialization
This option permits initializing or clearing out of specified data.

Clean Up Sample Database

Clear Blank Samples/Requests

Clear Labels

Clear Patient Information

Clear Samples, Requests, and Results

Dump Test Codes to File

Dump Profile Codes to File

Security
This option is used by the System Administrator to define users to the system and set up
passwords. The System Administrator can also look at the Events Log and the Error Log.

User Maintenance: Define or edit users to the system.

Error Log: This is a log of any errors that occurred during use of the system.

Events Log: This log tracks events and identifies the tech that performed the operation or
activity

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 Database Statistics

Main Menu Tool Bar Utilities Database Statistics

Main Menu Screen System Utilities Button Administrative Database Statistics

The Database Statistics screen shows the number of records for each database that is being
utilized for CLIN1 LABORATORY LIS. This is a quick check for users who need to see the
status of their databases.

111
 Error Log

Main Menu Tool Bar Utilities Security Error Log

Main Menu Screen System Utilities Button Administrative Error Log

All errors or events will be logged by the system and can be accessed by users who have the
appropriate level of security.

Time Stamp: Date and time the error or event occurred.

Description: Description of the problem or event.

Message Text: Actual error message or event message.

Command buttons on the bottom of the Review Message Log screen:

Next: Press this button to go to next error or event.

Prev: Press this button to go to the previous error or event.

Clear: Clear all events or error messages in the system.

Delete: Delete the specified event or error message.

Print: Print the event or error message to the printer.

OK: Exit the Error Log screen.

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 Events Log

Main Menu Tool Bar Utilities Securities Events Log

Main Menu Screen System Utilities Button Administrative Events Log
Alt U, S, V

Events are logged to the system and can be viewed via the Event Log.

Clear >30: Clear all events that are older than the past 30 days.

Clear All: Clear all events in the system.

Export: Export information to a third party application (Excel, Access etc.)

Sort: Highlight a column by putting the mouse cursor on a field in the column you want to
sort by and then select the Sort button. The log will be sorted by the specified column.

Category: Select the Category button if you want to view a particular category only.

Print: Print the Events Log to the printer.

OK: Exit Events Log.

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 System Configuration

Main Menu Tool Bar Utilities Configurations System

Main Menu Screen System Utilities button Administrative System Configuration
Alt U, C, S.

For Changes to take effect, you much exit and then restart CSSWIN

System Configuration Detail Screen (Top half)

The System Configuration Detail screen allows definition of the Name, Address, Phone
Numbers, and Director of the facility. In addition, it allows a choice of formats for automatically
generated accession numbers, as well as final patient reports.

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Config ID: While the System Configuration Maintenance routine allows definition of
multiple configurations, only one is required. The ID for the required configuration entry is
DEFAULT.

Site ID: Enter the Site Identification Code for the facility.

Site Name: Enter the facility name in this field.

Addr1: Enter the facility address in this field.

Addr2: Enter additional address information in this field.

City/State/Zip: Enter the appropriate City, two letter State Code, and Zip Code for this
facility.

Phone: Enter the facility phone number in this field.

Fax: Enter the facility Fax number in this field.

Director: Enter the Directors name for this facility in this field.

Report Format: The user can select from Report Formats A-Z or 1-0 by typing in the Format
field or by clicking on the field and selecting the format letter from the drop down box.

Department Reports: This option groups results from each department on separate pages for
improved ease of charting results.

SID Format: Click on the SID format field and click on the arrow for the drop down box to
select a specimen ID format. The options include:

########, YYYYJJJ###, HCH, ######, LYYYJJJ####, LYYMMDD##, YYYYJJJ##

### - A sequential number. The number of # determines the number of digits used.
YYYY - Year
HCH - Custom Format
LYYY - L is for location. Only used at multi-site facilities
MM - Month (always two digits)
DD - Day (always two digits)
JJJ- Julian Date (always three digits)

Label Format: Several formats are available, depending on types of printers, and will be set
at installation.

Special Proc: Enter any special procedures in this field. In most cases, this field will be left
blank.

115

Track Episode: Enter Y in this field to permit entry and verification of patient episode
numbers.

Auto Accession: Enter Y in this field to automatically accession specimen numbers.

Numbers will be incremented by one. If the current specimen number is 10000001, the next
accession/specimen number will be 10000002 and so on.

AutoPrint Reports: Enter Y in this field to trigger completed reports to print automatically
after the last result is entered in the system.

Report Header: Enter the information to be printed on the header of the report. Up to 5 lines
of information may be added.

System Configuration Detail Screen (Lower half)

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Autofax Reports: This option allows reports that are to be faxed to be sent to the appropriate
destinations, which have been defined in the fax/email remote print table. There are
unlimited remote destinations for each facility. This option requires the Distribution Server
and is only available to those who have purchased this module.

Flexible Copies: Enter the number of copies to be generated based on the patient facility
code.

Verify to Host: This option forces the system to ask whether results are to be sent to the host.
This function requires the host interface option.

Activate AutoRelease: Enter Y in this field if data does not need to be reviewed prior to
release. Enter N in this field to force verification of all data before it is released to be
printed.

Demographics: The user can select from 5 formats for the demographic screen, A, B, C, D,
or E (See Appendix for examples).

Delete AutoDiff: This option is used to delete the auto-differential tests from the CBC after
performing a Manual Differential. NOTE: If this option is used, you will not be able to
perform cumulative reporting on CBC profiles.

Warning Flags: This flag is set to Y for new users and can be discontinued when the comfort
level increases. This option offers reminders and verifications asking if the user is certain of
the action being taken.

Info Sheet: Enter Y in this field if an Information Sheet is to be printed for each Patient.

Large DB: Enter Y in this field if the patient database becomes large and bringing up
patients in the demographic option becomes noticeably slower. With this option set to Y, the
patients on the Select Patient screen are brought up a screen at a time rather than bringing up
the entire database. This action enhances the process considerably.

Medical Necessity: Enter Y to activate the Medical Necessity option. The system checks
requested procedures/profiles against the Medical Necessity codes defined for acceptance or
waiver.

Log All Changes: Enter Y if you want additional security checks in the system. Log on will
be required when accessing Analyzer Data and Offline Entry screens.

Persistent UID: Enter Y in this field to force the system to retain the last user ID signed onto
the login screen.

Check QC Data: When the flag is set to Y, the system will check for QC analytes . that are
out by 2SD during Analyzer Data review/release. The system halts release of the results if
the QC is not in and/or reviewed.

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Batch Export Charges: If you have an HL7 interface and wish to export your charges all
together (batch), set this to Y. If you dont have an interface to your billing system, leave
this blank or enter a N in this field.

Clear Physician: Found on demographics screen for demographics format E. This will force
the technician to enter the Physician's name. Set for "Y" to clear physician's name.

Force Room Numbers: A "Y" in this field will force the technician to enter room numbers.

Rem Flowsheet: Should always be set to N.

Database Type: Enter the database type used for facility configuration (Sybase or Microsoft)

Check Overlap: When Y is entered, this will cause you to check for conflicts by clicking the
Conflicts button on Accession New Sample screen before making a new order.

Use Service Class: A way to make certain financial classes do not have mednec.

Validate Room: Enter Y to force the room number to be entered before leaving demographics
detail screen.

Validate Source: Enter Y to force the source to be entered before leaving the requisition
screen.

Integrate Sched: Enter Y to integrate scheduling with LIS for orders so that LIS can receive
orders from the Enterprise Scheduling System.

Dept Labels (Y/N): If you want to only print 1 label per department, enter Y in this field and
your label will only indicate the department code and not the profile code.

Use Biometrics: Enter Y in this field if you want to use Biometrics or in other words using
finger prints for signing on etc.

Emdeon Xref: If you have the Emdeon Interface, enter Y if you want the system to track and
show the cross reference number.

Password Days the number of days between automatic password changes. Remove the
number to disable automatic password changes for ALL users.

Smart Password If set to Y then new users passwords, and current users who reset their
passwords, will require >= 8 digits in their password, numbers, letters, and special characters
required. For example LAB411$$ Would be a valid password.

Confirm Phys - Enter Y in this field to force the user to have to confirm the physician entered
in the physician field on the patient demographics screen.

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Episode Lookback (Days) Systems using encounter numbers will see a magenta warning
box on the demographics if the patients current episode is > the number of days old that is in
the episode lookback box.

Allowed Financial Classes enter code for each financial class that is allowed for a patient
encounter (episode) for the lab, if there is a financial class selected that is not an allowed
class, the user will be prompted for action. Leaving the box blank allows for All possible
financial classes.

Micro Interp Case - Enter U for Upper case and L for Lower case (ie: SENSITIVE vs
Sensitive)

Add MSCMNTS - If this flag is sent to Y then the Micro comments will be added to the
micro samples and processed in analyzer data.

Copy Patient Comment to Sample Comment - If Y is entered then comments entered for
patient will be copied to the sample comment field also.

Auto Archive If set to Y then any time you change a result an archive copy of the original
report is saved. To view reports for a date range go to Report Generation, Amended Report
Log.

GFR Race Autoreminder If set to Y the user will be prompted to enter the Race of a patient
any time a GFR is ordered and the race has not been entered for that patient.

Archive Reports If set to Y the system will automatically set the reports to archive status
and save the report as is.

Archive Type The type can be defined as Result, Request, or Sample. The system will
archive or save based on the type.
Result-if the result is completed and changed, then it triggers the archive.
Request if the entire request is completed, then any result is changed then auto archive is
triggered. This allows the user to modify a test such as Potassium in a BMP as much as
needed without triggering the archive until the entire BMP is complete.
Sample-auto archive is triggered only if the whole sample (all requests) is completed. This
allows the user to modify any and all results as long as one is pending and not trigger the
auto archive.

Field Indicator: When the cursor is clicked on any field on this screen, the field indicator
will change and show what the field is Indicates what the field is and what is entered in that
field. Located to the left of the Help Button.

Help: Click for on line help screen.

Print: Click on the Print button to print the System Configuration screen to a printer.

119
 User Maintenance (Permissions)

Valid System Users Screen

Main Menu Tool Bar Utilities Security User Maintenance

Main Menu Screen System Utilities Administrative User Maintenance (Permissions)

CLIN1 LABORATORYs multilevel security is controlled by the User Maintenance option. The
screen below is the first screen you will see when entering User Maintenance. It shows a list of
(valid) users that have been defined to the CLIN1 LABORATORY system.

Each User entry has a User Detail screen associated with it that controls that users individual
access to the different functions of CLIN1 LABORATORY. Select a user by left clicking
anywhere on the appropriate line, then select Edit or double click on the user code for the user
you wish to edit.

Using the buttons on the Valid System Users screen, you may choose to Print, Add, Delete, or
Edit (alter) new or existing users.

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User Detail Screen
Each Valid User entry has a User Detail screen associated with it. The entries on this screen
control each individual users access to the different functions of CLIN1 LABORATORY.

The screen displayed shows the fields associated with defining a user to the system and giving
that user access to system options. A nonzero entry indicates the level of access for the indicated
function. A zero entry denies access to that function.

Double click on the User or select the Edit button on the Valid System Users screen.

UID: User Identification code

Password: User Password
Name: User Name
Initials: User initials
Facility: Facility code user is attached to
Department: Department code user is attached to
Time Out: Enter in minutes the time the user should be logged out if system is idle.
Label Printer: Enter label printer number this user should always print to.
Diffpad Profile: Enter user specific diff pad profile for manual differential entry.
Change Password: Set to Y to force the user to change their password when the number of days
set in System Config Password Days field has elapsed since the last change.
Last Password Change: The last date the users password was changed. This field is not
manually editable, it will be set when the system detects a password change.
Other fields allow access to given tasks. Enter 0-5 to grant permissions for access to information.
0 - No access 1 - Read Only Information 2 - Write Information
3 - Edit Information 4 - Delete Information
5 - Full Permission granted to all information-Administrator, Manager

121
 Workstation Configuration

Main Menu Tool Bar Utilities Configurations Workstation

Main Menu Screen System Utilities button Administrative Workstation Configuration

WARNING

This screen should not be altered without first talking to a representative of Clinical
Software Solutions.

Each workstation is configured during installation, and each has unique functions. This screen
allows Clinical Software Solutions to configure such things as which printer the workstation will
utilize for reports or labels, what interfaces should be loaded at start-up, as well as what (if any)
labels should be printed on the reports.

122
123
System Utilities Clear/Delete

124
 Delete Analyzer Data

Main Menu Screen System Utilities button Clear/Delete Delete Analyzer Data

Deleting the Analyzer Data table is very important to the continued speed of operation of your
system. It is imperative that this procedure be performed at least weekly if any instrument
interfaces are installed on your system.

WARNING

Before proceeding:

1. Be certain no data remains in the Analyzer Data table that should be released to
a patient record.
2. All data will be deleted from this table and cannot be recovered without
resending or rerunning the tests involved.
3. Once clicked, the system will proceed to perform this function without any
warning signs or noticeable indication that anything is happening.

When the procedure is complete, the following message will be displayed:

The time required to delete this table is directly related to the amount of unused data, such as
background counts, dilutions, or other data not containing a SID requested to the system, in the
table and to the amount of time passed since this procedure has been performed.

As stated before, we recommend that this be performed at least weekly, ensuring maximum
performance from your system.

125
 Delete Patient

Main Menu Tool Bar Utilities Delete Patient

Main Menu Screen System Utilities Button Clear/Delete Delete Patient

The demographics listing must contain a DELETE patient before using this utility. Contact Tech
Support for assistance if you do not have a DELETE patient in demographics.

Allows the deletion of Patients that are no longer needed in the patient database. Once this
option is selected, the system pulls up all patients in the patient database and the user can select
from a list. Double click on the Patient Name and select OK. That patient or patients will be
deleted from the system. Just to verify that you really want to delete a patient, a warning screen
will display.

Select Yes and the selected patient will be deleted from the system.

126
 Delete Sample

Main Menu Tool Bar Utilities Delete Sample

Main Menu Screen System Utilities Button Clear/Delete Delete Sample

Sample: Permits the deletion of a single Sample from the system, or a particular
profile/procedure from a specified sample. Enter the appropriate information in the fields and
click OK.

127
System Utilities Edit/View

128
 Edit Analyzer Data

Main Menu Screen System Utilities Button Edit/View Analyzer Data Table

The Edit Analyzer Data screen is used to view or make changes to the data that crossed from an
interfaced analyzer. This is especially important if you do not see a particular specimen
displayed in the Analyzer Data screen. This may be due to the specimen not yet being
ordered/requested to the system. This screen is also used as a diagnostic tool for analyzer
interfaces.

Cancel: Exit without saving changes.

Sort: Sort by certain fields.

Filter: Filter by certain fields.

Print: Print the information to a printer.

Delete: Delete a particular result or specimen.

Add: Add a result or specimen.

Unload Table: Point the cursor on the table and right click to activate button.

Purge: Point the cursor on the table and right click to activate button.

Update: Update the information displayed on the screen.

Exit: Exit and save changes.

129
 Department Maintenance

Main Menu Screen System Utilities Button Edit/View Department Maintenance

All Departments utilized at your facility must be defined to the CLIN1 LABORATORY system.
The recommended department codes are:

CHEM: Chemistry Department

HEM: Hematology Department

UA: Urinalysis Department

MICRO: Microbiology Department

SO: Send Outs

SCHEM: Special Chemistry Department

COAG: Coagulation Department

Other options are acceptable, as well.

Cancel: Exit without saving changes.

Delete: To delete a facility from the system, select Delete.

Add: To add a facility to the system, select Add.

Print: Select this button to print a list of facilities that have been defined to the system.

Help: Press the Help button to access more detailed information about this screen.

OK: Save and Exit this screen.

130
 Facilities

Main Menu Tool Bar Utilities Edit/Define Facilities

Main Menu Screen System Utilities Button Edit/View Facilities

Select Facility Screen

Delete: To delete a facility from the system, select Delete.

Add: To add a facility to the system, select Add.

Edit: To edit a facility that has been defined to the system, select Edit. This will display
the Edit Facility Detail Screen.

Print: Select this button to print a list of facilities that have been defined to the system.

Help: Press the Help button to access more detailed information about this screen.

OK: Save and Exit this screen.

131
Edit Facility Detail Screen

The Facility Detail screen will display when either Edit or Add is selected from the above screen.

Facility: Enter the facility

code and description in the
fields provided.

Address: Enter the address

of the facility including city,
state, and zip code.

Director: Enter Director's

name.

CLIA#: Each facility is

assigned a CLIA number.

Phone: Enter the phone

number for the facility.

Fax: Enter the fax number

for the facility.

Copies: Enter the number of

copies of the patient report
to be printed or faxed to this
facility.

Label 1 through 8: Enter a

description of what you want
printed on the labels for this
facility. Up to 8 labels can
be printed per facility.

Cancel: Exit without saving changes.

Help: Select for more detailed information about this screen.

Print: Used to print the information on this facility to a printer.

OK: Exit and Save changes.

132
 Test/Analytes Definition.

Main Menu Tool Bar Utilities Edit/Define Test/Analytes

Main Menu Screen System Utilities Button Edit/View Test/Analyte Definitions
Alt U, E, and T

Before any given Profile/Procedure is defined, you MUST define ALL tests/analytes that will be
associated with the Profile/Procedure. When defining tests that are to be received from an
analyzer, be sure to check any analyzer specific test code requirements in the analyzer
interface documentation. Some analyzers are more flexible than others with respect to test code
requirements.

Follow these steps to define new tests or alter the definition of existing tests. It is recommended
that all tests performed in your laboratory be defined to the system for reporting purposes.

Currently Defined Tests

Any tests that have been defined to the system will display on this screen. Use the scroll bar to
move up or down through the list. The buttons on the right side of the screen are used to perform
various commands:

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Delete: Highlight the test code and select Delete to remove unwanted tests from the list.
Do not have any requests in the system for this test, or it will not be deleted from your
database.

Cancel: Exit without saving changes.

Find: Select the Find button to find a specific test code. A window will display to enter
the exact code you are looking for.

Click OK and the system will highlight that test code.

Sort: Sort columns by selecting a field in any column and clicking to highlight that field.
Select the Sort button and the columns will be sorted as specified.

Filter: Removes all displayed data except for the selected value. Right click on the Filter
button to clear the filter and restore the original data.

Add: Select the Add button to add a new test to the system. You will see a screen
similar to the one displayed below.

Edit: Edit the selected test. See Test Definition Screen.

Profile: For single tests that are orderable, this is an easy way to define that test as a
profile so that it can be requested. This button puts the user into the Profile/Procedure
Detail screen and automatically creates the test attachment in the Test Content screen.

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Test Definition Screen

Main Menu Screen System Utilities Button Edit/View 

Test/Analyte Definitions Currently Defined Tests Edit Button

The fields on the Test Definition (detail) screen permit the definition of all pertinent aspects of
each individual analyte known to CLIN1 LABORATORY.

Notice that fields that are shaded in Yellow are Required. You MUST enter information in
these fields prior to leaving this screen. Select Cancel to exit without saving changes. Select
Print to print this screen to a printer. Select Exit to save changes and Exit. The Auxiliary
Ranges button will be discussed later in this section.

Certain tests that have Numerical results will also have a Text message.

ONCE THE TEST HAS BEEN CREATED/DEFINED -

135
 1. Return to Currently Defined Tests screen by clicking on the OK button of the Test
Definition screen.

2. Highlight the new test by clicking once on the code for that procedure.

3. On the right side of the Currently Defined Tests screen, locate the button labeled
Profile. Clicking on this button will create a Profile for this test. Then the system will
recognize it as a procedure that can be requisitioned/ordered in CLIN1 LABORATORY.

Code: Each individual test or analyte is required to have its own unique Test code consisting
of from 1 to 8 characters.

**DO NOT INCLUDE SPACES OR SPECIAL CHARACTERS IN TEST CODES!!**

Use only the characters from A to Z or 0 to 9 when defining Test Codes.

DO pay attention to any analyzer specific requirements that apply to test codes.

Description: This information will be printed on the final patient report and may be written
as you prefer.

Type: The Type field allows the designation of an individual test as N-Numeric, T-Textual,
or C-Calculated.

Male/Female Ranges: Use the Male and Female, High and Low fields to specify gender
specific test ranges. Must have all ranges filled in.

Male/Female Critical: The Critical fields are used to specify High and Low Critical values
for each analyte. Must have both the High and Low ranges filled in. NOTE that these fields
are ignored unless there is a letter Y in the Apply Critical field.

Apply Critical: Turns the Critical values Off or On.

Review: Designates a Review Range for numeric results.

Reflex: Designates a Reflex range for another profile to be ordered when the result falls
outside the designated reflex range.

Linearity: Designates a Linearity Range used in linearity studies.

Low/Normal/High Flag: Indicates what flags are to be used for results falling below,
between or above the Normal Ranges respectively.

Drug Screen: Enter the letter Y or N to indicate whether the current test is a drug screen.

NOTE -
This is a required field and, if omitted, may prevent results appearing

136
 on printed reports. DAUs are concerned with a numerical cutoff with
results above this value being considered Positive and results below this value
being considered Negative. CLIN1 LABORATORY uses the High reference Value
as the Cutoff Value. Enter the Cutoff Value in the High Reference field and enter
Zero (0) in the Low reference Field. Make the High flag POSITIVE or DETECTED.
Leave the Normal and Low flags blank.

Units: Use this field to indicate the appropriate units of measure for the analyte.

NOTE -
This MUST match the units of measure generated for a given analyzer if the
analyzer is interfaced directly to CLIN1 LABORATORY.

Reference: Enter Reference Values for Textual Results in this field. An example would be
NEGATIVE for Nitrites on a Urine Dipstick.

Format: Use this field to indicate how numeric results are to be printed. If a numeric result
of 101.123 should be printed with 1 decimal place to the right of the decimal, you would
enter 0.0 in this field. If the same result is to be printed with NO decimal places to the right
of the decimal point (and with the decimal point omitted) enter 0 in the field.

Precision: Not Utilized.

Delta Check: Enter a discrete delta value or a percentage delta value into this field to
activate delta checking. For instance, if a delta of 20% is used for Glucose, enter 20 followed
by the % sign. If a delta of 20 mg/dl is used, enter 20 without the % sign. The value entered
should be the amount of expected change in result values to trigger a Delta flag or alert. You
will see this flag when receiving results from an analyzer.

Default Status: Enter P for Pending (the default value if left blank) or F for Final as the
default status for the current analyte. Entering an F for Final will cause the analyte to be
marked as final immediately after it is ordered, causing the analyte never to be pending.

Reflex Profile: Use this field to cause a profile to be requested reflexively, based on the
reference ranges of the test being defined. For instance, suppose you have a standing order to
have a Manual Differential requested whenever the patient result for WBC exceeds the
reference range. Enter the Profile Code for the Manual Differential profile in this field
(MDIFF, perhaps). CLIN1 LABORATORY will automatically generate a request for a
Manual Differential each time the reference range is exceeded. Otherwise, leave this field
blank.

Use Auxiliary Ranges: This is a Y/N field used to turn on/off the auxiliary reference ranges
for the current analyte.

137

Device: This field shows the analyzer for this test. This field is configured during system or
analyzer interface installation.
Do not alter the contents of this field unless expressly instructed to do so.

Device Code: This field is configured during system or analyzer interface installation. It is
filled with a specific code for that analyzer.
Do not alter the contents of this field unless expressly instructed to do so.

Default Message: This is the default text message used for Textual results. Enter text
directly into this field exactly as it is to appear on the patient report. NOTE that the amount
of text that may be entered may vary with the selected patient report format.

Bold Text: Any text in the textual remark field on a result will become bold on the report if
that text is found in this box. Words do not need to be separated, but you can use spaces or
commas so it is more readable.

Public Health: Set to Y to mark a test as reportable to Public Health.

Loinc and Snomed: Fields to hold Loinc and Snowmed Codes.

Items/Buttons on bottom of screen:

Required The Required fields are highlighted in YELLOW and must be entered before
leaving this screen.

Text Only The Text Only field is highlighted in GREEN and is used to enter Reference
Ranges for TEXT ONLY Tests. This allows the range to appear on the report for Textual
Tests.

Help: Select this button for additional help for fields on this screen.

Print: Select this button to print a screen print of the items on the Test Definition screen.

Field Indicator The field indicator changes depending on what field the cursor is in. It
describes the field and what was entered in the field. This is shown to the right of the Print
button.

Auxiliary Ranges: Select this button to enter Auxiliary Ranges for this test code. See the
section on Auxiliary Ranges.

Textual Ranges: Select this button to enter Ranges for Text results. See the section on
Textual Ranges.

Set Ranges Null: Select this button to set the numeric Male/Female High/Low ranges that
were previously entered as numeric values to empty fields. This clears any numeric range
from appearing on the patient report.

Cancel: Cancel if you want to leave without saving changes.

OK: Select the OK button to save changes and Exit.

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Auxiliary Ranges

Main Menu Screen System Utilities Button Edit/View  Test/Analyte Definitions 

Currently Defined Tests Edit Button Test Definition ScreenAuxiliary Ranges Button

Selecting the Auxiliary Ranges button at the bottom of the Test Definition screen allows the user
to enter unlimited auxiliary reference ranges for any given analyte.

1. To use Auxiliary Ranges you MUST enter a letter Y in the Use Auxiliary Ranges field
located on the Right side of the Test Definition screen.

2. You MUST provide ranges for ALL ages likely to be encountered in the Auxiliary
Reference Ranges screen.

3. When entering age ranges, it is NOT necessary to enter the Y to designate years. It IS
necessary to enter D for Days, W for Weeks and M for Months. The table MUST be in
chronological order.

4. Also, it is imperative that all age ranges overlap to prevent loss of range application
between groups. See example below.

Start Age: D = Day Sex: F = Female SDays: Start days.

W = Week M = Male
M = Month B = Both EDays: End days.

Digits without letters = Years

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Textual Ranges

Main Menu Screen System Utilities Button Edit/View  Test/Analyte Definitions 

Currently Defined Tests Edit Button Test Definition ScreenTextual Ranges Button

On this screen, you can define the textual ranges for the test. Simply, click Add. This is also the
way to Flag your results.

The words in the Remark field words must match exactly the way it comes from the analyzer.
For instance, you define your remark as >80 but the analyzer sends it as > 80 with a space
in between the > and the 80 then you must define it that way. Also there is LARGE vs large.
A simple solution to that is to simply enter it one way on one entry and the other way on a
separate entry.

You will need to use this screen for Numerical tests that have also may have a Textual message
if the text results exceed the range and you want something to print out.

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 Calculated Tests

CLIN1 LABORATORY understands the following predefined calculations. In addition, should

you have a requirement for any calculation that does not exceed a single sample in scope, we will
add your requested calculation at no additional charge. Eventually, we may allow users to define
their own calculations, but at this time, we have found that it invites too many technical
problems. NOTE that you MUST use the following test codes to assure calculations function
properly. Currently defined calculations are:

AGAP ANION GAP (NA + K) (CL + CO2 or TCO2)

AGAP 2 ANION GAP NA (CL + CO2 or TCO2)
AGRATIO ALB/GLOB RATIO (A/G) (ALB / (TP ALB))
ANC/ABSN ABS NEUTROPHIL CT (NEUT% + BANDS * WBC) / 100.0
CAN ALSO USE NEU% or NEUP or NEUTP or SEG or SEGS or BAND
ANC2/ABSN2ABS NEUT CT (ABSN2) ((NEUT% + BANDS) * WBC) * 10
CAN ALSO USE NEU% or NEUP or NEUTP or SEG or SEGS or BAND
ANC3/ABSN3ABS NEUT CT (ABSN3) ((NEUT% + BANDS) * WBC) / 100.0
CAN ALSO USE NEU% or NEUP or NEUTP or SEG or SEGS or BAND
APORATIO APOLIPOPROTEIN RATIO (APOB / APOA)
B/C BUN/CREA RATIO (BUN / CREA) CAN ALSO USE CREAT
BSA BODY SURFACE AREA BSA = M^0.425 X H^0.725 X 71.84
M in KG, H in CM and S in CM^2
CA*PHOS CA/PHOS PRODUCT (CA * PHOS)
CD4% CD4 CELL % (CD4ABS / LYMPH#) * 100
CD8% CD8 CELL % (CD8ABS / LYMPH#) * 100
CD4/CD8 CD4/CD8 RATIO (CD4ABS / CD8ABS)
CBILI CORRECTED BILI (TBIL DBIL) CAN ALSO USE TBILI or DBILI
C/H CHOL/HDL RATIO (CHOL / HDL) CAN ALSO USE HDLC
C/P CA/PHOS RATIO (CA / PHOS)
CREACL CREAT CLEAR ((UVOL / UMIN) * UCREAT) / CREAT
CAN ALSO USE UCREA or UCRE or CREA
CREACL2 CREAT CLEAR (UCREAT / CREAT) * (UVOL / UMIN) *
(1.73 * BSA)
CAN ALSO USE UCREA or UCRE or CREA
CRF CARDIAC RISK (CRISK3) (CHOL / TRIG)
CRISK CARDIAC RISK (L/H) (LDL / HDL) CAN ALSO USE LDL2 or HDLC
CRISK2 CARDIAC RISK (HDL / CHOL) * 100 CAN ALSO USE HDLC
CWBC CORRECTED WBC (WBC * 100.0) / (NRBC + 100.0)
DBIL DIRECT BILI (TBIL BU) CAN ALSO USE TBILI and UBIL
EOSC EOS CORRECTED (WBC * EOSP) / 100.0 CAN ALSO USE EOS%
FCC BODY WT CORRECTION/CR
BW * (140.0 PT. AGE) / (72.0 * CREA) * 0.85
CAN ALSO USE CREAT
FESAT IRON SATURATION (FE / TIBC) * 100
FESAT2 IRON SATURATION FE / (FE + UIBC) * 100 CAN USE IRON ALSO

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FTI FTI (T4 * TU) / 100.0 CAN ALSO USE THY or TUP

FTIP FTI (T4 * TU) CAN ALSO USE THY or TUP

FTI2 FTI (T4 * TU) / 28.0 CAN ALSO USE THY or TUP
G6PDHGB G6PD/HGB RATIO (G6PD / (10.0 * HGB))
GLOB GLOBULIN (TP ALB)
HGBA1C HGBA1C (211.1 * HA1C) / HGB + 2.03
CAN ALSO USE A1C
IBIL INDIRECT BILI (TBIL DBIL)
INR INR/PROTIME REQUIRES A VALUE FOR THE PROTIME AND
CONSTANT VALUES FOR MNPT AND ISI
LDL LDL CHOL HDL (TRIG / 5.0)
CAN ALSO USE HDLC
LDL2 LDL CHOL ((TRIG * (16.0/100.0)) +HDLC or HDL)
MCC BODY WT CORRECTION/CREA
BW * (140.0 PT. AGE) / (72.0 * CREA)
CAN ALSO USE CREAT
MCH MEAN CORP HGB (HGB * 10.0) / RBC
MCHC MEAN CORP HGB CONC (HGB / HCT) * 100.0
MNPT MEAN NORMAL PT value is entered in Abbreviation Dictionary
OSMO OSMOLARITY (1.86 * NA) + (GLU / 18.0) + (BUN / 2.8) + 9.0
OSMO2 OSMOLARITY (1.86 * NA) + (GLU) + (BUN) + 9.0
OSMO3 OSMOLARITY (1.86 + NA) + (GLU / 18.0) + (UREA / 5.97) + 9.0
PC CHOLINESTERASE BASELINE
(C / B) * 100.0
PRB RED CELL CHOLINESTERASE
(RC / RB) * 100.0
PTR PTR (PT / PTC)
RI RISK INDEX (CKMB / CK) * 100.0 CAN ALSO USE CK-MB
RIR RISK INDEX RATIO (CKMB / CK) CAN ALSO USE CK-MB
RMA PRIMECARE MICROALBUMIN
(MA / UCREA) * 10.0
T7 FTI (T4 / TU) CAN ALSO USE THY or TUP
TIBC TOTAL IRON BIND CAP (IRON + UIBC)
UBUN URINE BUN (UVOL/100.0) * (BUNU/1000.0)
UCREA24 UR CREA/24 HR (UCREA * (UVOL /100) / 1000.0)
CAN ALSO USE UCREAT

UMG URINE MAGNESIUM (MGU / 2.43) * (UVOL / 1000.0)

UP/UC UPROT/UCREA RATIO (UTPROT / UCREA)
CAN ALSO USE UTP or UCREAT
UURIC URINE URIC ACID URICU * (UVOL/100.0)
VLDL VLDL (TRIG / 5.0) VALID ONLY FOR TRIG <400.0
24MA MICROALBUMIN (MA * UVOL) / 1000.0
24UAMY 24 HR UR AMYLASE (UAMY * UVOL * UMIN * 0.001) / UMIN

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24UCA 24 HR UR CALCIUM (UCA * UVOL) / 100.0
24UCFP 24 HR UR PROTEIN (24 UTP)
(UCFP * UVOL) / 100.0
CAN ALSO USE UTP or UTPROT or UMP
24UCREA 24 HR URINE CREATINE (UCREA * UVOL/100.0) CAN USE UCREAT
24UUA 24 HR UR URIC ACID (UUA * UVOL) / 100.0
CAN ALSO USE UURIC or UTVOL

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 Profile/Procedure Definitions

Main Menu Bar Utilities Edit/Define Profile/Procedures

Main Menu Screen System Utilities Button Edit/View  Profile/Procedure Definitions
Alt U E P

Profiles, sometimes referred to as Procedures, sometimes referred to as Panels, are used to

request a group of tests on a patient. Profiles can be made up of one test, or as many as desired.
This provides an easy way to request a group of tests under one code. For example, a CBC is
made up of several tests (such as WBC, RBC, HGB, HCT, MCV, MCH, MCHC, RDW, PLT,
etc.).

Prior to defining a CBC to the system, every test that will be a part of this profile MUST first be
defined in the Test/Analytes Definition section.
Once all tests performed at your facility are entered, you can then group them into profiles. You
can still order single tests, but they must also be defined as a profile in CLIN1
LABORATORY to be able to request the test on a sample.

Current Profile Screen

When first entering Profile/Procedure Definitions, the user will be presented with a list of
currently defined profiles. Use the buttons on the right side of the screen to Add new profiles or
Edit and Delete existing profiles. Use the scroll bar on the right side of the window to move the
screen up or down to view additional profiles.

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The buttons located on the Current Profiles screen allow you to do the following:

Delete: Delete an existing profile by selecting the profile code and then select the Delete
button. You cannot delete a profile that has been requested on samples currently in the
system.

Add: Add new profiles to the system. See the following page for further information.

Edit: Edit existing profiles by selecting (click once with mouse) the profile code and then
select Edit. Remember that changing tests within a profile will only affect profiles from the
change date forward, not backward. Any results stored in the database on previously ordered
requisitions will not be affected by this change.

Sort: Used to group items on the screen for easier access to a particular test, or test type.

Refresh: Refreshes the screen.

Print: Print a listing of defined profiles.

Help: Provides additional help with items on this screen.

Filter: Allows filtering of the data seen on the screen.

Find: Used to locate a particular test from the list.

Send Out: Used to enter Reference Lab information on send out tests. Activate by right
clicking in the test list area of the window.

Exit: Save any changes and exit the menu.

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Profile/Procedure Detail Screen

Main Menu Bar Utilities Edit/Define Profile/Procedures Current Profile Screen

(Double click on selected Profile or select the Edit or Add button)

Main Menu Screen System Utilities Button Edit/View Profile/Procedure Definition

Current Profile Screen (Double click on selected Profile or select the Edit or Add button)

The following fields, shown on the screen below, are used to define the profile. The required
fields appear in yellow on the screen.

Each defined profile has a Profile/Procedure Detail screen used to enter particulars of the Profile.

Code: Enter the Profile Code to be used to reference this profile. Profile Codes are 1 to 8
alphanumeric characters used to uniquely identify the profile. Valid characters for use in
profile codes are A-Z, 0-9 and _. DO NOT PUT SPACES IN PROFILE CODES. Profile

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 codes should be meaningful and easy to use as this is the code that will be used for ordering
and for offline entry as well as other uses. Any tests that are even occasionally ordered
individually must be defined as profiles containing just that test.

Order: Use this field to indicate the print order or print weight of this profile.
Ordinarily when patient reports are printed, they are sorted in alphabetical order by the
profile code. Using this technique, CBC will always print before CHEM20, CHEM20 will
always print before UA, etc. If you would like to have CBC print after CHEM20, then you
would enter a number in this field to assign a weight to the profile CBC that will force it to
sink to the bottom of the patient report.

If no weight is assigned to a profile, it is assumed to have a weight of zero (0). When

weights are assigned, the profiles are printed in order of their print weight from lowest to
highest. If two profiles have an equal weight assigned, then they will print in alphabetical
order by profile code. Weights can be numeric values or alpha characters.

SUGGESTIONS: Do not assign weights to profiles until you have actually started to print
patient reports. Many times, the order of the profiles on the patient report is not important.
Dont make extra work for yourself

Description: Enter a descriptive name for the profile in this field. This descriptive name will
be printed on the patient report as a divider between profiles of tests. For instance, if you are
defining a CBC and enter the descriptive text Complete Blood Count for the description,
then the text Complete Blood Count will print on the patient report prior to listing the tests
and results which make up the CBC. If you do NOT want a break between profiles, leave
this field blank.

Labels: CLIN1 LABORATORY is capable of generating several types of labels during

request entry or specimen logging. If you wish to have labels printed whenever a particular
profile is requested, enter a nonzero value (some number) in the Labels field. For instance, if
you would like to have 3 labels printed each time the profile is requested, enter a 3 in this
field. To turn off label generation for a profile, enter a 0 in this field. (Refer to System
Configuration (Page 88) for more information on generating labels.)

Department: The Department field is used to group related procedures and profiles.
Recommended Department codes include CHEM, HEM, UA, MICRO, SO (for Send Outs),
etc. Because work lists can be generated by this Department Code, this field allows you to
group related profiles onto the same work list.

Charges: Field to contain 1 or more charge codes to be assigned to the current profile.

Duplicate: Used to enter duplicate testing charges (ex: Glucose, or Blood Culture) for a
profile.

Handling: Special handling instructions for the current profile. Can be printed on sample
labels.

147

Display: Y/N field to indicate whether the current profile should be displayed on the pop-up
help screen when entering sample requisitions.

Analyzer: The analyzer ordinarily associated (if any) with the current profile. Generally,
this field is defined during installation or analyzer interface configuration and should not be
altered without explicit instructions to do so. This field should only be used if you are
interfacing your analyzer in a bi-directional mode.

Apply Med Nec: Enter Y in this field to have the system track for medical necessity.
System checks the ICD9 code entered when requisitioning sample against the ICD9 codes
listed in the system for this profile.

Workload: Workload units associated with the current profile.

Cost: Approximate cost of the current profile (to perform).

Message: Text Block or other message to be associated with this profile. See Defining
Profile Messages.

Page: Use this option if you have a long profile that is being broken between pages. Enter
1,2,3 etc. for the page on which you want the profile to appear. If you want certain profiles
to appear together on one page, you can utilize this field option also. Enter the same number
for these profiles.

Tab #: Used to define the particular tab this profile will print on when using a format that
allows tab selections.

Source: Used to document the source of the specimen (blood or urine).

Performed By: This space is used to enter the reference lab name if you send this profile out
to an alternate lab to perform.

Confidential: Enter a Y in this field if you do not want this profile or results to appear on
reports (i.e., HIV). Otherwise, enter N.

Fee: Enter the fee for this profile.

Reimburse: Enter the amount that your insurance company will reimburse for this profile.

Check History: For tests that cannot be ordered within a given period of time. Enter Y to
have system check for given test.

History Days: Enter number of days that the system should check back for duplicate.
(NOTE: If you enter a Y in the Check History field and 1000 in the
History Days field then an ABN will automatically be generated everytime. :

148

Retired: Enter Y to retire profile and then it cant be ordered in system.

Mnemonic: Another code defined in the system for this profile.

Unbundle ABN: Converts panel to tests. Profile must be defined in the bundling table. Aids
in insurance and Medicare billing. For example, if a BMP is ordered and if an ABN is not
required, then the BMP is billed. If an ABN is required, but Medicare will not pay then the
BMP must be unbundled which means that each individual test will be charged separately.
Each individual test of the BMP will have to be defined as a profile as well as be defined in
the bundle.

Internal Only: Enter Y if this profile is for internal use only.

CPT: The CPT code for this profile.

Background Color: User defined background color that will highlight the profile when it
appears in the listing. the user can define the unique color by selecting the Back Color button
and shifting the scroll bars to desired color.

Reflab Code: Enter the code for the reference lab in this field.

Report to Public Health: Enter Y if this procedure/profile should be reported to the public
health department.

Stat Minutes: Enter number of minutes allowed for Stat

Rout Minutes: Enter number of minutes necessary for routine

Specimen Requirements: Enter any verbiage that you need to describe the specimen
requirements for this profile/procedure.

Buttons:

Test Content: This is where the associated tests are added to this profile.

Necessity: CPT / ICD9 codes are added to this profile via this button.

Translation: Displays the X-ref (cross-reference) table.

Copy To: Copies the information on the screen to code entered

Charges: Displays Profile Charges screen

Ship and Sample - Used for shipment of samples to reference laboratory

149

Spec Labels

150
Profile Test Content

Profile/Procedure Detail Screen Test Content Button

After defining the particulars for the current profile, the user must define the test content
associated with the profile. Do so by clicking the Test Content button on the Profile/Procedure
Detail screen. This will display the Profile Test Content screen seen below.

The buttons on the right of the window allow you to Delete, Print, and Add tests. You may also
Cancel and Exit with or without saving changes.

Profile Test Content Screen

When the Add button is clicked, a new line containing the Procedure code and Order number
appears. Enter the new test code. Be certain that the test entered has already been defined to the
system. Right clicking the data grid brings a pop up screen of tests already defined in the system
(Select Test Code Screen).

151
Double click on the analyte . needed and it will be added in the Test field on the profile
definition screen. The order number denotes where the test will appear in the panel, as well as
the order in which tests will print on the final report. In most cases, you will take the default.

If you make a mistake and need to delete a test in the panel, highlight the test and press the
Delete button. A message will display to verify that you really want to delete the specified test.
Answer in the affirmative (yes) and the test will be deleted from the profile.

To insert/add a test between already selected tests--change the order number to desires location.
(i.e.; you want to add b/c ratio right after creat. Change number from 70 to 35)

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Medical Necessity

Profile/Procedure Detail Screen Necessity Button

In order for CLIN1 LABORATORY to recognize medical necessity and generate ABNs
(Advanced Beneficiary Notices), the Medical Necessity tables need to be populated. This is
accomplished by completing the Profile Necessity screen for EACH profile to be validated
using Medical Necessity checks when accessioning laboratory samples.

Define the codes for each profile in the Profile Necessity screen. The Medical Necessity Table is
accessed from the Profile/Procedure Detail screen by clicking on the Necessity button at the
bottom of the screen. The user must enter the diagnosis code and the description in the spaces
provided. This can be done manually or electronically. Electronic option is available through
Clinical Software Solutions.

Profile Necessity Screen

153
 Profile Messages

Main Menu Bar Utilities Edit/Define Profile Messages

Main Menu Screen System Utilities Button Edit/View Profile Messages

This option allows the user to define messages that can be linked to a profile and are printed on
the final patient report. There are two steps to defining Profile Messages:

1. Define a Msgcode and list it under Msgcode column.

2. Add the message to the Profile Message Definition screen under Msgtext .

154
 3. Add the Profile Message Code (Msgcode) to the appropriate Profile. This is
accomplished in the Profile/Procedure Detail screen by entering the Msgcode in the
Message field as shown below.

Enter Msgcode here

155
 System Dictionary

Main Menu Bar Utilities Edit/Define Abbreviation Dictionary

Main Menu Screen System Utilities Button Edit/View System Dictionary

The System Dictionary is utilized to enter codes that can be used as a short cut (commonly
referred to as canned comments) rather than typing in the comment, physicians name, etc.

Entering an abbreviation requires a Category, a Code, and the Translation.

Category: The Category field is used to Group abbreviations into logical collections. There are
several built in groups or categories that are known to the System Dictionary.

PHYS is used to designate a physician name or ID entry.

Inserting the Profile/Procedure code into the Category field marks the dictionary
entry as pertaining ONLY to that Profile/Procedure.

COM in the Category field indicates that the entry is a general purpose entry to be
used for sample comments or results remarks.

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Codes: *** DO NOT USE SPACES IN ABBREVIATION CODES ***

Enter the code for the abbreviation in this field. Valid abbreviation characters are

A through Z

0 through 9

and _

Translation: Enter the desired translation for the abbreviation being defined.

To activate the abbreviations enter the abbreviation code in the appropriate field of the
appropriate screen and then right click with your mouse. The translation will be entered
automatically. (i.e. entering an abbreviation in the Comments field of the Patient Demographics
screen.)

157
 Physicians

Main Menu Screen Physicians Button

Or
Main Menu Screen System Utilities Edit/View Physicians

Add or Edit list of Physicians here.

158
 Management Reports

The Laboratory Management option can be accessed by:

Main Menu Bar Options Management Workload Reports
Main Menu Tool Bar Watch icon

Workload Reports

The following Workload Reports are available-

ABNs by Physician Insurance By Profile Tests Over Time

Analyte Averages/Listing Logging Tech Tests Over Time by Department
Analyzing Tech Ordering Physician Turn Time By Category
Collecting Tech Procedure Turn Time By Category (A Date)
Costs By Department Procedures By Facility Turn Time By Category (C Date)
Costs By Profile Profiles By Physician WL Units By Analyzing Tech
Department Revenue by Profile WL Units By Department
Facility Samples By Category WL Units By Profile
Insurance By Physician Samples By Facility WL By Category, Dept, Profile

The selection of Workload Reports can be found in the drop down box of the
Tally/Workload Reports screen.

159
The buttons on the bottom of the Tally/Workload Reports screen are:

Display: After selecting the type of workload report or tally by highlighting the option in
the selection box, press the Display key to have the information displayed on the screen.

Dates: Allows the specification of starting and ending dates.

Print: Print the tally or report to the default printer.

OK: Exit the workload/tally reports screen.

160
Graphical Patient Trends

Main Menu Screen System Utilities Button Management Reports Graphical Patient
Trends

Use this option to print a graphical representation of a patient for a specified analyte for a
specified date range.

161
 Options

Main Menu Bar Options

System Options include:

Quality Assurance Module
Quality Control Module
Management Module

The above options will be discussed in their own sections of this manual. Please see the Table of
Contents or Index for specific page numbers.

HL7 Interfaces
Interfaces to third party billing and Hospital Information Systems
Analyzer Interfaces

The above options are dependent on the system used by the client and will be discussed prior to,
and implemented during, installation of the system.

Multiple Analyzer Interfaces are already available and new interfaces can be written as your
needs arise.

162
 Quality Control

The following is an overview of the Quality Control Module. Access is granted to those with the
appropriate User Privilege. See your System Administrator if you are not able to access the QC
from the main menu.

Main Menu Tool Bar Options Quality Control

Or

Or

Quality Control Icon on Main Menu Bar

Edit Controls Information: Define (or Edit) your Controls to the system. This is also
where you set your West guard Rule Flags, Means and Standard Deviation values.

Edit/Log QC Data: Enter your results for you QC values here.

Generate QC Reports: Access and generate QC reports.

Review Todays QC: Review QC results from current date.

Review QC by Control: Review QC by specified Control.

Export QC Data: Allows you to export your QC data to an outside source.

Exit QC: Exits the Quality Control System.

163
Edit Controls Information

Select the Edit Controls Information button from the main QC menu to define all QC controls.

Copy Control: Copy one control to another in order to make a new control.

Change Code: Change Code information.

Mean/SD: Apply the Mean and Standard Deviation to the control.

Print: Print information on this page to the printer.

Add: Add a new control.

Delete: Select a control that is displayed on this screen and then press Delete to remove
it from the system.

Commit: Commit any changes made.

Exit: Exit this window.

164
Edit Controls References

Double Click on a Control ID field on the Edit Controls and Ranges screen to access the Edit
Controls References screen. The Edit Controls References screen permits the user to set the
Means and Standard Deviation ranges for the specified control and analyte. The SD should
reflect one Standard Deviation and will be converted to 2 SD automatically by the LIS. You
should check your reagent documentation for each test per control for the Mean and Standard
Deviation value.

CD1700, CD3200, CD3700: These 3 buttons are used for importing updated SD and
Means ranges for the analytes when reagents are changed. A diskette from analyzer
manufacturer (Abbott) is loaded on the workstation and then depending on which
analyzer is interfaced at client site, that import button (CD1700 OR CD3200 OR
CD3700) is selected and the analytes references (means and SD) are updated.

Renumber: Selected to straighten out the order for the analytes. Perhaps there has been a
change to the analytes for a control and some analytes have been deleted or added and the
order numbers are now out of order. By selecting this button, the order numbers are
sequential.

Commit: Commit any changes made.

165
Changing QC Lot Numbers

Note: Do not delete any control or change it without backing up your database first.

1. From the QC Main Menu select Edit Controls Information

2. Highlight the Control ID you want to change.

3. Select the Copy Control button found on the lower left hand corner of the Edit Controls
and Ranges screen.

4. Enter the New Code the Control data is being copied to. This will be your NEW Control.
Press OK. This will take you back to the Edit Controls and Ranges Screen

5. Enter the new lot information in the Exp Date and Lot Number fields of the Edit Controls
and Ranges Screen. You can also check your West Guard Rules at this time.

166
6. Select the Commit button to save changes.

7. Highlight the OLD Control ID to change the code. Select Change Code. The Enter New
Code screen will pop up.

8. Change the Control ID for the OLD Control to something that is recognizable but
different. For instance, HEMHIGH can be changed to HH050107 to indicate it is the
Hem High Control that has data previous to 5/1/07 or was changed on that date.

9. Now you can change the NEW Control ID to the correct control id (i.e. HEMNEW can
be changed to HEMHIGH now). Highlight your New Control ID and select Change
Code.

10. After selecting OK your new ID is displayed.

167
11. Now you can change your Mean and SD for the new Lot number. Highlight the Control
ID on the Edit Controls and Ranges Screen and double click. This will bring up the Edit
Controls References Screen.

You will use the OLD control ID to look up QC results previous to the change

AND

The NEW Control ID to start entering results under the new lot number.

168
Edit/Log QC Data

Main Menu Bar Options Quality Control Edit/Log QC Data

Add QC Data Points

By Procedure

Enter the Control ID (use the drop down box), Procedure and Tech Initials in the fields provided.
The Date and Time are automatically entered, but can be revised. Then select OK to get to the
Edit QC Data screen seen on the next page.

169
Edit QC Data By Procedure Screen

The Edit QC Data screen allows you to add new data points and make any annotations or
comments for any entry.

Cancel: Select Cancel if you want to leave this screen without saving any changes.

Date/Time: If you want to add a data point for a specific date and time you can use these fields
to set those values and then select the Add Data Point button. The date/time will be entered and
ready for you to enter your values. Enter the date in the format of mm/dd/yyyy and the time as
hh:mm.

Add Data Point (Add All and Add Single): Adds data points for the current date/time you want
to enter values in.

Add All Adds All Analytes. .

Add Single Add select Single Analyte from a pick list. If a value falls outside the SD, the
value will be highlighted and a remark will be entered under the remarks field for how many
SDs the value is out (see previous page for example). The value is highlighted in yellow for 2
Standard Deviations out and magenta for 3 SDs etc.

170
Ignore: Select the analyte and then Ignore button which will tell the system to ignore that
analyte entry for selected date. The analyte is highlighted in Yellow when Ignore button is
selected.

Delete: Select a value or code and then press Delete to remove it from the control.

Sort: To sort the information on this screen, you should select a value in the column you want to
sort and then select the Sort button.

Filter: Select the field to Filter on and that will filter out all other entries that dont match the
selected field.

Print: Select the Print button to print out a listing of the control values.

Annotate: To add a comment or annotate a result, select the Annotate button. This will display
the Annotate Quality Control Data Point Screen as shown below. Enter your information in the
spaces provided.

Annotate Quality Control Data Point Screen

Dates: Allows user to select particular dates for that analyte.

Commit: Select the Commit button to save your changes.

Exit: Exit the screen.

171
Edit / Annotate Existing QC Data

By Test:

Enter the information in the fields below. The Control ID and Analyte fields have a drop down
box.

Once the information is entered in the above screen the Edit QC Data by Test screen is
displayed.

You should enter any values and comments for this Analyte and Commit before selecting Close.

172
Edit QC Data Table

Main Menu Bar Options Quality Control Edit/Log QC DataEdit QC Data Table

173
Generate QC Reports
The third button on the QC main menu is Generate QC Reports. When this button is selected,
the QC Reports Menu is displayed with the following report options:

List Controls

Lists all control information for review or printed report.

174
List QC Data

You have a choice as to how you want to view/list your QC data.

1. Enter the Control ID (or select from the drop down box) and Start/End Date (or select the
Today, Week, Month buttons on the bottom of the screen) for the range.

2. Enter the Analyte (or select from the drop down box) if you want to list By Analyte then
select the By Analyte button

OR

Leave the Analyte field blank and then select By Control ID to get all Analytes for the specified
control.

175
Month End QC Report By Analyte

You can select Month End QC Report for one analyte by selecting

Month End QC Report By Analyte.

Quit: For multiple analyte controls, the Quit button will allow you to exit the screen without
having to look at each analyte.

Close/Next: Takes you to the next analyte in the control.

176
Month End QC Report Analyte/Pick

Another option is using the Month End QC Report Analyte/Pick. This allows you to pick the
Control from a pull down screen and the analyte(s) associated to that control from a list.

177
Month End QC Report All Analytes

The next Month End report that you can choose is the Month End QC Report All Analytes.
This option brings you up to the first analyte in the control and you can use the Close/Next
button to go to the next analyte or Quite to exit the report. You can also print all analyte qc plots
by selecting the Print All button.

178
Month End Multi-Plot

The next option for Month End Reporting is the Month End Multi-Plot report. Select the Control
and dates. The plot displays multiple analytes on a page and gives you options for
viewing/printing.

179
Control Summary Table

You have several options also for you Control Summary Table. The Control Summary Table
appears below.

180
Control Summary Listing

The Control Summary Listing has a little different view than the previous report.

181
Control Mean/SD Summary

Control Mean/SD Summary displays the Mean, Standard Deviation, as well as the Coefficient
Variant.

182
Control Mean/SD Summary Batch

The final summary report is the Control Mean/SD Summary Batch report. This option allows
you to select several controls from the list and batch print them to your default printer. Once you
hit the OK button, all controls that are highlighted will be reported to the printer. You will not
see the report on line first.

183
Review Todays QC

If your analyzers are interfaced to CLIN1 Laboratory Information System then your controls will
automatically cross on the interface. However, you still need to review and release them. You
will do this procedure through either the Review Todays QC button or Review QC by Control.

Review Todays QC

The results for today will display in this screen. Enter you initials to release the result(s).

184
Delete: Right click to activate and then select the result you wish to delete.

Initials: Enter your initials.

Release: After entering your initials select the Release button to release results.

Sort: Select field in column you want to sort the data by and then select Sort.

Filter: Select field in column you would like to filter on and then select the filter button. Only
matches will appear on the screen.

Location: If you have multiple locations to check and you have set that in the system, you can
review your QC by location.

Print: Print list of results that appear on this screen.

Update: Update screen

Plot: Plot select analyte.

Export: Export to 3rd party application such as Excel

Mean/SD: Confirms mean and standard deviation

Check: Click to check WG rules set

Date: Allows you to enter a date range to view more data results.

OK: Exit screen.

185
Review QC by Control

Review QC by Control is another way to review and release QC results. This is a little more user
friendly view as you can select the control id that is listed on the right side of the screen and
when finished, simply select the next one. Buttons on the bottom of the screen are similar to the
previous screen (Review Todays QC).

186
 Quality Assurance

The Quality Assurance Module allows the user to track incidents, problems, and solutions of
laboratory significance.

Main Menu Tool Bar Options Quality Assurance

Main Menu Tool Bar Icon For Quality Assurance (indicated by the red X).

Logging In:

The user will be prompted to log in.

Only users with the appropriate

security access can utilize this
option.

Log/Edit QA Incident

Upon successful login, the QA Main Menu

will display.

Select Log/Edit QA Incident to log any

incident or event. You can also edit any
existing incidents.

187
Select Incident Screen

The fields in the Select Incident screen include:

Incident #: Assigned by the system and consists of the Year, Month, Day and sequential
number.

Date/Time: Date and time when incident occurred. The date and time are automatically
entered as the logged Date/Time but may be changed by the user to the actual Date/Time
of occurrence of the incident.

Synopsis: Description of the incident.

Ack Date/Time: The Acknowledged Date and Time are shown here.

Status: Shows status of the incident reported.

XRef: The cross-reference number, if applicable, is shown here.

On the bottom of the Select Incident screen are several command buttons:
Delete: Select the Incident, then click the Delete button to remove this incident from the list.

Help: Displays Help for this screen.

New: Add a new Incident to the system.

Select: Highlight an incident that is displayed in the Select Incident screen then click the Select
button to review the information about this incident.

Print: The user may print any of the incidents by highlighting a selection and then pressing the
Print button.

188
Incident Detail Screen

When you select the New or Select button, the Incident Detail screen will be displayed for
information to be added.

Cancel: Cancel and Exit this screen without saving changes.

Print: Print this incident to the default printer.

Sign-off: Supervisor should use this to sign off the incident for closure/resolution.

OK: Save changes and Exit.

189
 Quality Assurance

QA Reports

Incident Tally by Department: Tally report of incidents by the Department code.

Incident Tally by Tech: Tally report of incidents by the Technologist/Technician.

Incidents by Status: Tally report of incidents by the Status.

Synopsis by Date: Tally report displaying the Synopsis by a specified Date.

Incident Cross-Reference Listing: Lists the Incidents including the Cross Reference Number.

Device PM Report: Periodic Maintenance Report

Help: Displays Help for this screen.

190
The screen displayed below is an example of the QA tally reports that are available.

191
Devices

Devices can also be tracked for maintenance or contact information for vendor.

Left double click on the device or highlight and click the Events button to view any activity on
selected device.

192
 Backing Up Patient Database Files

CLIN1 LABORATORY patient database resides in two files:

\CSSW\DATA\CSSWIN.DB

\CSSW\DATA\CSSWIN.LOG

In order to provide complete protection for patient data, you must back up both of these files.
Our recommendation is that these files be backed up on a daily basis. To back up these files
directly, you must force all users out of CLIN1 LABORATORY and shut down the SQL Server
running on the main computer. In most cases, an icon will be set up on your desktop to make it
easy to click and perform a back up.

1. We recommend utilizing a different tape or thumb drive for each day of the week,
rotating these tapes/drives has added insurance against a damaged tape/drive.

2. We recommend you do a total backup of the CSSWIN directory once a week.

3. We recommend you do a backup of CSSWIN.DB and CSSWIN.LOG every day.

Please refer to your Tape Backup Procedure Manual for instructions on Back Up and Restore of
Patient Files.

Backups are the sole responsibility of the client.

Validation Routine

The following validation routine should be performed on your database once per month to verify
that the database tables in good working order and do not have any corrupt tables or fields.

1. Make sure that your database engine is running (SQL CSSWIN application is running on the
task bar).

2. Open a MSDos Prompt window and get to the cssw\csswin prompt (CD \CSSW\CSSWIN)

3. Type the following command:

dbvalid -c "dsn=Csswin;uid=dba;pwd=sql" -o dbvalid.log

193
 Updating System Program Files

If you are currently covered by a service agreement and have made provisions for dial-up
technical support, your product updates will most likely be installed via a dial-up or internet
access session. Alternately, updates are provided on CD. Please follow the accompanying
instructions exactly and completely. If you have any doubts about your ability to perform the
update correctly, call our Technical Support staff.

Please bear in mind that if you choose to hire a consultant, we may insist that the individual
undergo training on our system, procedures and techniques. You may be charged for this
service. We prefer that you DO NOT hire a consultant or other third party to attempt the update
procedure as doing so could void your service agreement and require on site technical support
(for a fee) to correct any damage done to your system.

194
 Appendix

Report Formats
Format A

195
Format B

196
Format C

197
Format D

198
Format E

199
Format F

200
Format G

201
Format H

202
Format I

203
Format J

204
Format K

205
Format L

206
Format M

Print Prelim button does not record the printed date but the Print button does.

207
Format N

208
Format O

209
Format P

210
Format Q

211
Format R

212
Format S

213
Format T

214
Format U

215
Format V

216
Format W

217
Format X

218
Format Y

219
Format Z

220
Format 1

221
Format 2

222
Format 3 (used for facilities with multiple labs)

223
Format 4

224
Format 5

225
Format 6

226
Format 7

227
Format 8

228
Format 9

229
Format 0

230
Format AA

231
Format AB

232
Format AC

233
Format AD

234
Demographic Screen Formats

Format A
If Episode flag is turned on, it would display after the PID field.

Format B
If Episode flag set to Y, field shows as displayed. Otherwise, space for episode would be blank.

235
Format C

Format D
If Episode Flag set to Y, field shows as displayed. Otherwise, space for episode would be blank.

236
Format E
If Episode Flag set to Y, field shows as displayed. Otherwise, space for episode would be blank.

Format F

237
Format G

Format H

238
Format I

Format J

239
Format K

Format Y

240
INDEX
->Num .............................................................................. 57
->Text............................................................................... 57
% 25
:Edit Facility Detail ....................................................... 132
Abbreviation Dictionary ................................... 18, 109, 156
ABN
Generate every time ................................................... 148
Accession New Sample Screen .................................. 32, 35
Activate AutoRelease Data ............................................ 117
Activities Menu ................................................................ 17
Add Profile ............................................................... 58, 100
Addr1 ............................................................................. 115
Addr2 ............................................................................. 115
Advanced Beneficiary Notices (ABN)
Generating ................................................................. 153
Printing ........................................................................ 36
Reports ....................................................................... 159
Setting the ABN Flag ................................................... 38
Unbundle ................................................................... 149
Age ................................................................................... 27
Analyte ........ 17, 99, 106, 109, 117, 133, 135, 152, 161, 170
Analyzer Data .................................................................. 97
All Departments ......................................................... 101
Delete ......................................................................... 125
Edit ............................................................................ 129
Hold Sample ................................................................ 99
Release Sample .......................................................... 100
Single Department ....................................................... 98
Annotate Quality Control Data Point Screen.................. 171
Antibiogram Report ....................................................... 64
Appendix ........................................................................ 195
Report Formats ......................................................... 195
Apply Critical ................................................................. 136
Auto Accession ........................................................ 35, 116
Auto Print ......................................................................... 65
Autofax Reports ............................................................. 117
AutoPrint On/Off ..................................................... 60, 100
AutoPrint Reports........................................................... 116
Auxiliary Ranges .................................................... 137, 139
Backing Up Patient Database Files ................................ 193
Barcode scanner ............................................................... 36
Batch Export Charges..................................................... 118
Batched Encounter Reports .......................................... 67
BiDirectional Interface Queue........................................ 106
Bundling......................................................................... 104
By Name .......................................................................... 17
Calculated Tests ............................................................. 141
Category ......................................................................... 156
Category/Center ............................................................... 27
Changing Control ........................................................... 166
Changing QC Lot Numbers............................................ 166
Charges .......................................................................... 147
Checkin Flag .................................................................. 103
City/State/Zip ................................................................. 115
Clear/Delete ................................................................... 105
Codes ............................................................................. 157
Comments .................................................................. 27, 58
Annotate QC Data ...................................................... 171
Canned ....................................................................... 156
Sample Log with .......................................................... 95
Confidential .................................................................... 148
Config ID ........................................................................ 115
Control Mean/SD Summary ........................................... 182
Control Mean/SD Summary Batch ................................. 183
Control Summary Listing ............................................... 181
Control Summary Report ................................................ 180
Control Summary Table ................................................. 180
Cost................................................................................. 148
Critical ............................................................................ 136
Critical Results ................................................................. 17
Critical Values .................................................................. 93
Cumulative ....................................................................... 17
Cumulative Patient Report ............................................ 68
Cumulative Reports
In House ....................................................................... 70
Current Panic Values ........................................................ 93
Current Profile Screen .................................................... 144
Currently Defined Tests .......................................... 133, 135
Database Statistics .................................................... 18, 111
Date
Birth ............................................................................. 26
Collect .......................................................................... 36
System .......................................................................... 26
Default Message ............................................................. 138
Default Status ................................................................. 137
Defining the Tracking Sets ............................................... 76
Delete.............................................................................. 109
Analyzer Data............................................................. 125
Patient......................................................................... 126
Range of Samples ....................................................... 105
Sample ........................................................................ 127
Temporary ID ............................................................... 29
Delete Control ................................................................ 166
Delta Check .................................................................... 137
Delta Flag ......................................................................... 89
Delta Log .......................................................................... 17
Demographic Entry........................................................... 23
Demographic Screen Formats ......................................... 235
Demographic Summary .................................................... 79
Department ..................................................................... 147
Department Maintenance ................................................ 106
Department Maintenance ................................................ 130
Department Reports ........................................................ 115
Detailed Box ............................................................... 80, 81
Device ............................................................................. 138
Device Code ................................................................... 138
Devices ........................................................................... 192
Diagnosis .......................................................................... 27
Dictionary ....................................................................... 156
Director ........................................................................... 115
Display............................................................................ 160
DOB.................................................................................. 25
Drug Screen .................................................................... 136
Edit Analyzer Data ......................................................... 129
241
Edit Controls .................................................................. 166
Edit Controls References ................................................ 165
Edit QC Data .................................................................. 170
Edit QC Data Table ........................................................ 173
Edit Results .................................................................... 100
Edit/Define ............................................................... 18, 109
Edit/Define Facilities ..................................................... 131
Edit/View ....................................................................... 106
Encounter Info Sheet ........................................................ 34
Error Log ........................................................................ 112
Event Log ....................................................................... 113
Events Log ..................................................................... 113
Exception Report........................................................ 18, 90
Export Data .................................................................... 104
Facilities ........................................................... 18, 106, 131
Edit ............................................................................ 132
Facility/CL ....................................................................... 27
Fax ................................................................................. 132
Fee .................................................................................. 148
Find Patient ...................................................................... 24
Flexible Copies .............................................................. 117
Flow Sheets ...................................................................... 70
Footnote
displayed ...................................................................... 49
Footnotes
Entry ............................................................................ 59
Screen .......................................................................... 59
Generate QC Reports ..................................................... 174
Getting Started ................................................................. 15
Graphical Patient Trends .............................................. 161
Handling......................................................................... 147
Help ................................................................ 10, 19, 20, 46
HL7 ................... 19, 38, 45, 46, 47, 104, 105, 107, 118, 162
Batch Export Charges ................................................ 118
HL7 On ........................................................................ 46
Orders .......................................................................... 38
Hold Result .................................................................... 100
Hold Sample ..................................................................... 99
ICD9 Codes .................................................................... 104
Apply MedNec........................................................... 148
Display ......................................................................... 38
Icon
Backing Up Database................................................. 193
Batch Report ................................................................ 67
Encounter Report ......................................................... 65
Exception Report ......................................................... 90
Quality Assurance ...................................................... 187
Quality Control .......................................................... 163
Watch, Management Reports ..................................... 159
Yellow/Red .................................................................. 15
Identify Null Profiles................................................ 19, 103
incident........................................................................... 188
Incident .......................................................................... 188
Incident Detail Screen .................................................... 189
Info Sheet ................................................................. 34, 117
Initialization ............................................................. 19, 110
Insurance .......................................................................... 27
Key/Scan .................................................................... 36, 41
Label
Clear ............................................................................ 19
Format........................................................................ 115
Number of .................................................................... 43
Queue ......................................................................... 106
Reprint.......................................................................... 31
Label Printer, Designated ................................................. 20
Laboratory Management ................................................. 159
Large DB .................................................................. 24, 117
List QC Data ................................................................... 175
Listings ....................................................................... 17, 78
Demographic ................................................................ 79
Profile ........................................................................... 82
Test Listing with Details .............................................. 81
Test Listing without Details ......................................... 80
Unprinted Samples ....................................................... 83
Logging On/Off ................................................................ 16
Logging Off ................................................................. 17
Logging On .................................................................. 16
Logs ............................................................................ 17, 84
Billing Log 1 ................................................................ 85
Billing Log 2 ................................................................ 86
Billing Log 3 ................................................................ 87
Critical Results ............................................................. 88
Delta ............................................................................. 89
Error Log .................................................................... 112
Event Log ................................................................... 113
Exception ..................................................................... 90
Pending......................................................................... 94
Sample .......................................................................... 95
Low/Normal/High Flag .................................................. 136
Main Menu Screen............................................................ 20
Male/Female Ranges ...................................................... 136
Management Reports ...................................................... 108
Management Reports ...................................................... 159
MDIFF Counter ................................................................ 60
Mean/SD ......................................................................... 185
Means and Standard Deviation ....................................... 165
Medical Necessity........................................................... 153
MedNec ........................................ 36, 38, 46, 117, 148, 149
Menu Bar Option
Utilities Menu Options ................................................ 18
Menu Bar Options
Activities Menu Options .............................................. 17
Help Menu Options ..................................................... 19
Options Menu Options ................................................ 19
Reports Menu Options................................................. 17
Message field .................................................................. 155
Micro ................................................................................ 59
Mnemonic ....................................................................... 149
Month End Multi-Plot..................................................... 179
Month End QC Report All Analytes ............................ 178
Month End QC Report Analyte/Pick ........................... 177
Month End QC Report By Analyte .............................. 176
Mouse ............................................................................... 15
Move Sample .................................................................... 29
New Sample................................................................ 28, 35
Notations
Button ........................................................................... 38
Sample Notations Screen.............................................. 32
Viewing of.................................................................... 32
Notations Log ................................................................... 92
Notes Log ......................................................................... 92
Numerical
Converting .................................................................... 57
Cutoff in drug test ...................................................... 137
242
 Designation ................................................................ 136
Obtaining Technical Support .......................................... 10
Offline Data Entry ............................................................ 50
Offline Results Entry
Offline Results Entry Screen ...................................... 56
Options ........................................................................... 162
Orders Pending ................................................................. 21
Password .......................................................................... 16
Pat # ................................................................................. 26
Patient ............................................................................ 109
Patient Analyte Graph ................................................... 73
Patient Census by Category ........................................ 74
Patient Demographics ...................................................... 26
Patient Discharge .......................................................... 77
Patient Encounter Report ................................................. 65
Patient Flow Sheets .......................................................... 70
Patient Information Sheet ............................................... 34
Patient Tracking ....................................................... 75, 76
Patient Tracking Report ................................................... 75
Patient Trends ................................................................ 161
Pending Log ..................................................................... 94
Pending Logs.................................................................... 18
Phone
Site ............................................................................. 115
Physician .......................................................................... 27
Physicians .............................................................. 106, 158
Physicians Detail Screen ................................................ 158
Pick .................................................................................. 39
Pick Button....................................................................... 36
Pick2 ................................................................................ 40
Pick2 Button..................................................................... 36
PID .............................................. 17, 18, 24, 26, 29, 45, 235
Print.................................................................................. 46
Print Weight ................................................................... 147
Printer Setup..................................................................... 66
Priority ............................................................................. 37
Profile Code ................................................................... 146
Profile Listing ............................................................ 17, 82
Profile Messages ............................................................ 154
Profile Necessity Screen................................................. 153
Profile Test Content ...................................................... 151
Profile/Procedure Definitions ......................................... 144
Profile/Procedure Detail ......................................... 151, 155
Profile/Procedure Detail Screen ..................................... 146
Profile/Procedures ............................................................ 18
Programmable Buttons ..................................................... 57
QA Tally Reports ........................................................... 191
QC Data Flag ................................................................. 117
QC Reports..................................................................... 174
Quality Assurance .......................................................... 187
Log/Edit QA Incident................................................ 187
QA Reports ................................................................ 190
Quality Control .............................................................. 163
Add QC Data Points .................................................. 169
Edit Controls Information ........................................ 164
Edit/Log QC Data ..................................................... 169
List Controls .............................................................. 174
QC Reports ........................................................ 174, 184
Reference Lab ................................................................ 107
Reference Values ........................................................... 137
RefLab
Button, Accession New Sample Screen ....................... 38
Flag .............................................................................. 46
Reflex Profile.................................................................. 137
Reimburse ....................................................................... 148
Release.............................................................................. 60
Release Result ................................................................ 100
Release Sample ................................................................. 99
Report Formats ....................................................... 115, 195
Report Generation............................................................. 62
Billing Log 2 ................................................................ 86
Ctitical Results ........................................................... 88
Cumulative Patient Report ........................................ 68
Delta Log...................................................................... 89
Exception Report ....................................................... 90
Listings......................................................................... 78
Logs.............................................................................. 84
Patient Encounter Reports .................................... 64, 65
Pending Log ................................................................. 94
Sample Log .................................................................. 95
Unprinted Samples ....................................................... 83
Worksheets................................................................... 96
Report Header ................................................................. 116
Reports
Cumulative, In-House .................................................. 70
Request Sample .......................................................... 30, 31
Requisition Entry ............................................................. 35
Patient Information Sheet ........................................... 34
The Key/Scan Screen................................................... 41
The Pick Screen............................................................ 39
The Pick2 Screen.......................................................... 40
Responsibilities................................................................. 12
Restore ............................................................................ 193
Results Screen .................................................................. 48
Review ............................................................................ 136
Review QC by Control ................................................... 186
Review Todays QC ....................................................... 184
Room Number
Enter ............................................................................. 27
Force .......................................................................... 118
Sample Details .................................................................. 30
Sample Log ....................................................................... 18
Sample Request ................................................................ 30
Sample Selection screen ................................................... 51
Sample Status ................................................................... 44
Samples by Department .............................................. 50, 54
Samples by Profile ...................................................... 50, 54
Samples by Sample ID................................................ 50, 51
SD ................................................................................... 170
Security ..................................................................... 19, 110
Select Facility Screen ..................................................... 131
Select Incident Screen..................................................... 188
Select Patient Screen......................................................... 24
Service Agreement ............................................................. 8
Set Ranges Null .............................................................. 138
Sex .................................................................................... 27
SID ........................................... 18, 29, 44, 45, 66, 115, 125
SID Format ..................................................................... 115
Site ID............................................................................. 115
Site Name ....................................................................... 115
Special Proc .................................................................... 115
SSN................................................................................... 26
Standard Deviations ........................................................ 170
Stat Log ............................................................................ 91
243
Synopsis ......................................................................... 188
System Administrator......................................... 16, 19, 110
System Configuration............................................... 24, 114
System Dictionary .......................................................... 156
System Installation and Setup .......................................... 14
System Requirements ....................................................... 13
Single Workstation Configuration ............................. 13
Small Network Environment ...................................... 13
System Utilities .............................................................. 102
System Wide Physicians ................................................ 158
Tally reports ........................................................... 160, 191
Tally/Workload Reports ......................................... 159, 160
tape backup ................................................................ 13, 14
Technical Support ............................................................ 10
Obtaining..................................................................... 10
Temporary ID ................................................................... 29
Test Content ........................................................... 149, 151
Test Definition Screen.................................................... 135
Test Listing ................................................................ 17, 80
Test/Analytes Definition ................................................ 133
Tests/Analytes ................................................................ 109
Textual
Converting ................................................................... 57
Designation ................................................................ 136
Reference Vaules ....................................................... 137
Textual Ranges .............................................................. 140
Tool Bar ............................................................................ 21
Track Episode ................................................................. 116
Type ................................................................................ 136
UID ................................................................................. 117
Units ............................................................................... 137
Unprinted Samples ........................................................... 17
Updating System Program Files ..................................... 194
User Detail Screen .......................................................... 121
User Identification (UID).................................................. 16
User Maintenance ..................................................... 19, 120
Utilities ............................................................................. 18
Valid departments ............................................................. 97
Valid System Users Screen ............................................. 120
Validation Routine.......................................................... 193
Verify Orders .................................................................... 29
Verify to Host ................................................................. 117
View Analyzer Data ......................................................... 17
Warning Flags .......................................................... 42, 117
Warranty ............................................................................. 8
Wildcard ........................................................................... 25
Workload Reports .......................................................... 159
Workload units ............................................................... 148
Worksheets ................................................................. 18, 96
Workstation Configuration ............................................. 122
244