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Welcome to SMaRT Training

Welcome to SMaRT Training. What is SMaRT???. Important Info to Remember. SM a RT = S pecimen M anagement R outing and T racking New Functionality within the GUI format of Misys. Uses SPOTs (Specimen Points of Tracking) to route specimens using CID # instead of Accn #

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Welcome to SMaRT Training

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  1. Welcome to SMaRT Training

  2. What isSMaRT???

  3. Important Info to Remember • SMaRT = Specimen Management Routing and Tracking • New Functionality within the GUI format of Misys. • Uses SPOTs (Specimen Points of Tracking) to route specimens using CID # instead of Accn # • Helps to locate spec. quickly and view additional instructions if needed.

  4. More Semi-pertinent Info • SMaRT routes CIDs to facility, workbench, or instrument for testing or transport. • Routes problems to a problem SPOT for resolution. • SMaRT affects Order, Receive, Credit, Caching and Transport. • Does not replace any testing or test interfaces. • SMaRT is not the same as SmartTerm • SmartTerm will replace QVTTerm or commonly known as Misys A/B

  5. Disabled Functions

  6. Understanding CIDs • SMaRT assigns 8 digit CIDs specfic to each tube or specimen collected. • Multiple CIDs can be tied to one Acc # • CIDs can be used for searching. • CID info appears on labels, worksheets, and pending logs (which will be 33% longer). • CIDs recycle every 30 days.

  7. CID Example

  8. Understanding SMaRTLabels

  9. TO DO LIST • Define Default Label Printer • Reprint Labels • Understand Routing • Review Tube Types • Overview of Problem SPOT • Overview of Decant/SH • Overview of Cache(Done rack)

  10. Locating Specimens • Tracking Menu • Specimen Location • Better than ANIQ!!!

  11. Changes to Order Entry • All container types received must be entered. • Containers cannot be added or changed once the orders have routed. • Mistakes should be credited and reordered. Proceed to exercises

  12. EXERCISES

  13. Exercise #1 (Ordering and Tube Types) • Collection Time – (-5) • Phleb Code -- 07 • Workload Code– NVP • Order BMP, CBCA, PT • Assign and Record Accn # and save • Enter Tube Types (use GO, LA, and BA) • Route

  14. Exercise #2 • Collect Time – (-10) • Phleb Code -- 07 • Workload Code-- NVP • Order a CBCA, RCX*, and ANACX* • Assign and Record Accn # and save • Enter Container Codes (LA and MC X 2) • Route • Enter WO in SDES fields • Save

  15. Exercise #3 • Collect Time (in the past) • Enter CBKFAX in order comment • Phleb Code – 07 • Workload -- NVP • Order CSFCX and RCSF • Assign Record Accn # and save • Enter Container Types (CA, CB, CC, CD) • Route • Press OK key on callback box

  16. Break Time

  17. ORM- ReceivingNow orders (Phleb) • Phlebotomist Code is mandatory. Enter Tech code or 07 for non-lab employee. • Watch out for the “feature.” • Preferred cont. types auto-fill, but only receive what you have. Proceed to Exercises

  18. Exercise #1 (“Now” Orders) • Collect time– N • Order a PT, TSHO, and BMPthen save • In ORM, enter receive date and time (Both must be changed to a past time if necessary) • Phleb Code – 07 • Workload Code – NVP • Number of Coll. – 1 • Change container to 1 SST (RN) and leave BA • Save

  19. Exercise #2 • Do a “NOW” order for a BMP, ALC, and HCG • Receive in ORM with the same phleb and workload codes (07 and NVP) • Only a red top (RJ) was received • Save • Save stickers for decant exercise

  20. ORM- Receiving Future Orders • Restricted vs. Unrestricted • Tests w/ incorrect cont. types should be canceled and the floor should be informed. • DO NOT receive samples you do not have. • Samples that do not meet integrity standards should be canceled and the floor should be informed. Proceed to Exercises (skip #3)

  21. Exercise #1 (Future Orders) • Collect Time +1 • Order a UA and UCX • Enter CCS in results entry screen • In ORM, select to view only unreceived orders. • Receive each test individually with 07 and NVP • Enter container types UA for UA and MC for the UCX • Route • Labels will now generate • Save UA sticker for credit exercise.

  22. Exercise #2 • Order (+1) OGTT, CBC, and PREALB • Receive in ORM using 07 and NVP • Enter container types (G1, G5, LA, RN) • Route • Save stickers for Decant and Tracking Exercises

  23. Exercise #4 • Order (+1) CMP, INSUL • Receive in ORM with 07 Phleb Code and NVP • Enter Tube Type (RN) • Route • Save stickers for tracking

  24. Crediting in Genlab • CRW vs. CR • Can also credit/cancel in ORM • Still need to hide results in ME/MEM Proceed to Exercises

  25. Exercise #1 (GenLab Credit) • Order TESTFB and ESTRAD in the past. (RN) • Note Accn # • In “Credit,” Enter Accn # • Select “Remove Results” • Select the ESTRAD to credit • Enter WEXM for the reason and save • Save TESTFB stickers

  26. Exercise #2 • Find UA sticker • In Credit / Click “Retain Results” • Select UA (Everything should be grey after selecting. This normal, you didn’t break it.) • Save • In “real life” ME/MEM would be used to BLNK results

  27. Exercise #3 (ORM credit) • Order CBCA and EBVNAM as a NOW order. • Only SST (RN) was received. • Click Credit button and select Remove Results. • Select CBCA and enter NSP in the reason field. • Save and finish receiving. • Save stickers for tracking and decant

  28. HOW ABOUT ANOTHER BREAK???

  29. Decant Spot • Used to Produce Child CIDs for aliquots. • Most ARUP and Central Lab testing must go through decant • All AXSYM must pass the decant spot. • Label will say UVD if decant is needed. • Special Instructions may be given. • Each CID must be processed individually. • Specimen comments may be entered

  30. Exercise #1 • Decant all previously saved stickers TESTFB EBVNAM TSHO PREALB ALC - HCG Or whatever you can find. ***TESTFB ALB will be run at sending facility***

  31. Exercise #2 • Order a NOW order, receive, and decant an ANARUP and RFA • SST is the preferred specimen (RN) • This one is all on your own The Winner Gets a Prize!!!

  32. Problem SPOT • Test routing issues go to Problem SPOT • Not the same as PRB test code • “Could not route” message will appear in ORM and Orders. • If orders do not match container types a box will pop up after trying to route. • You can Modify, Add, or Move to problem spot. • If moved to prob. spot, label will print. • Resolution at problem spot must occur before download can happen. • Query should be run of Problem SPOT to ensure resolution of all samples.

  33. ADD-ONS • ANIQ or Specimen lookup will display all tube types and tests. • Tests should be added as new accn # and routed as an aliquot unless it is a whole blood test or an additional order like a BM2CMP

  34. BreakTime

  35. Transport Batches • This is for the Central Lab and PCMC ONLY!!!! • ARUP testing will still use ROB in SmartTerm • Sort specimens by temperature. • Filters are no longer available so everyone will have to be careful with temperatures. • Scan in CIDs to create batch • Print Batch List • Save and Print Batch barcodes – one for batch list and one for the bag (no more tracking forms)

  36. Exercise #1 • Make a batch with these saved stickers. PREALB INSUL TESTFB Save Print the Batch barcodes Save the EBVNAM for the editing exercise

  37. Viewing and Editing Batches • Pull the batch info up by entering the batch number • You can add or delete items from the list. • Try adding the EBVNAM to a previous batch. • Try deleting a few tests from previous batches.

  38. Receiving Transport Batches • Specimens must be rec’d at destination in order to download. • Scan in or enter each CID and it will be removed from the Batch. • Scanning in a CID that is not on the batch will remove it from whatever batch it is on and place it on the batch you are working on. • Missing specimens should be followed up on and routed to the Problem SPOT if necessary. • Try receiving all the batches you made!!!

  39. Exercise #2 • Order GLYHGB and HBSAG in the past (LA & RJ) • Put HBSAG through decant • Create Transport Batch with GLYHGB and HBSAG decant tube. • Put “Refigerated” in the comment field. • Print barcodes The Winner Gets a Prize

  40. Done Racks • Similar to old Cache system but it is not bi-directional so racks will be set up to make counting easier. • Rack must be set up each time you start using it. • Rack types will be predefined and then selected from a pull-down menu • A barcode will print to label the rack. • Add your CIDs to the rack

  41. Additional Rack Stuff • Adding to an existing rack • Reprinting a Rack ID label • Removing a CID from a Rack • Moving a Rack to the TRASH SPOT • Remove a Rack ID

  42. Viewing Containers, Batches, and Racks • Use SMaRT to locate and review status: • Specimens • Batches • Racks • Try the Exercise on page 10 if you dare.

  43. SMaRT Begins... Sat. Oct. 7th No threatening letters, Please.

  44. Don’t forget to do your SOPs before you go. That's All Folks!!!

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