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Purpose of Course Target Audience Environment for Screen Captures Acronyms

Course Notes. Purpose of Course Target Audience Environment for Screen Captures Acronyms. AHLTA/CHCS Critical Fixes and Support (ACCFS): CHCS Laboratory (LAB) Enhancements. For Laboratory Technicians, Supervisors, Managers, and File/Table staff.

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Purpose of Course Target Audience Environment for Screen Captures Acronyms

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  1. Course Notes • Purpose of Course • Target Audience • Environment for Screen Captures • Acronyms

  2. AHLTA/CHCS Critical Fixes and Support (ACCFS):CHCS Laboratory (LAB) Enhancements For Laboratory Technicians, Supervisors, Managers, and File/Table staff All patients and personal data used in this course are fictional and are not based on any real patients. This course does not contain protected personal health information (PHI) or personally identifiable information (PII).

  3. Table of Contents Agenda 6 Course Objectives 7 Training Overview 8 Lesson 1: Patient Safety/Positive Patient ID/Lab Automation 9 Lesson 2: Patient Safety/Sample Labeling 93 Lesson 3: Result Codes/Lab Interoperability 115 Lesson 4: Workload Billing/CoPath CPT Codes 126 Lesson 5: Display Lab Information on Reports (PLI, REF, RPR) 131 Lesson 6: Multiple Entry of CPT Codes 152 Lesson 7: Batch Registration/Batch Order Entry 160

  4. Table of Contents (cont.) Course Summary 205 References 209 Questions 210 Acronyms 211

  5. Agenda Course Objectives Training Overview Lesson 1: Patient Safety/Positive Patient ID/Lab Automation Lesson 2: Patient Safety/Sample Labeling Lesson 3: Result Codes/Lab Interoperability Lesson 4: Workload Billing/CoPath CPT Codes Lesson 5: Display Lab Information on Reports (PLI, REF, RPR) Lesson 6: Multiple Entry of CPT Codes Lesson 7: Batch Registration/Batch Order Entry Course Summary References Questions

  6. Course Objectives Upon completion of this course, you will be able to discuss ACCFS CHCS Laboratory enhancements and also: • Set up auto-validation for auto instruments • Set up the ability to print lab specimen/address labels • Define multiple result codes for incoming Lab Interoperability results • Capture CoPath CPT codes for workload reports • View and print Lab results that include the name and address of the Lab Interoperability Performing Laboratory • Define multiple CPT code counts as appropriate for proper workload capture • Use Batch Registration for processing specimens from recruit training commands

  7. Training Overview • Need for Training • Target Audience • Methodology • PowerPoint Slides • CHCS Screen Captures • Questions

  8. Lesson 1: Patient Safety/Positive Patient ID/Lab Automation Topic 1: Overview of Auto-validation Topic 2: File/Table Activity Topic 3: Auto-validation Reports and Queries

  9. Lesson 1 Objective Set-up auto-validation for auto instruments

  10. Topic 1: Overview of Auto-validation • This Lab enhancement allowsauto-validation of automated core laboratory CH subscript tests results, to include checking, validating, sample processing, exception reporting, and traceability of lab results performed on auto-instruments. • Users will need LRSUPER and LRPOWER security keys to complete the necessary File/Table build activity in the following CHCS Lab files: • Auto Instrument in Auto Instrument file • Auto-Validation Lab Rules • Auto-Validation Lab Rule Set • Lab Test • Lab Method

  11. Steps Involved to Achieve ResultAuto-validation/Lab Automation • Assign unique identifiers to auto instrument in Auto Instrument file. • Set auto-validation of results by auto instrument in Auto Instrument file. • Set auto-validation of results by lab test in Auto Instrument file. • Create rule in Auto-Validation Rule Add/Edit (AVR) option. • Use Auto-Validation Rule Set Add/Edit (AVS) option to build or add to Rule Sets, using rule(s) created in AVR option. • Assign Rule Set to Lab Test/Lab Method. • Perform lab test on auto instrument and check to see if the Rule Set has been applied to the inbound result.

  12. Topic 2: File/Table Activity Scenario We will enable auto-validation for normal Sodium results performed on an EKTACHEM_SL1 E-700 Analyzer. First, we need to address the file/table actions to be done in the Auto Instrument file.

  13. Topic 2a: Auto Instrument file

  14. {L1T2a – Auto Instrument File Add/Edit (AIE)} LPR Patient Registration Menu LPI Patient Inquiry Menu LSP Specimen Processing Menu LRM Results Management Menu LLM Laboratory Management Support Menu LAS Administrative Support Menu LSM System Management Menu LAH Ad Hoc Report Generation Menu Select Laboratory System Menu Option: ^AIE {The Menu Path: LAB LSM ELA IIA AIE} {L1T2a– AIE (cont.)} Select AUTO INSTRUMENT NAME: EKTACHEM_SL1

  15. {L1T2a – AIE} Auto Instrument: EKTACHEM_SL1 LAAUTO Name: EKTACHEM_SL1 Instr Name: DATA INNOVATIONS Manufacturer Model Serial Lab Work Element: MAIN LAB Sample ID Format: FULL ACC NAME WITH SEPARATOR Work Document Batch Build: DII Connection Name: VITR DII Instrument Name: LSI: DII BOX 1 LSI Port #: 1 Communications Mode: AUTOMATIC DOWNLOAD Skip Accession Entries Match Accessions: YES Tests to Download: Pause After Each Sample Pause After Error Message: Certify Prompt During TAR: YES Auto-Validate Results: Inactive Flag: Help = HELP Exit = F10 File/Exit = DO INSERT OFF

  16. {L1T2a – AIE} Auto Instrument: EKTACHEM_SL1 LAAUTO Name: EKTACHEM_SL1 Instr Name: DATA INNOVATIONS Manufacturer: ?? Enter the name of the auto instrument manufacturer. This field contains the name of the manufacturer of the auto instrument. {L1T2a – AIE} Auto Instrument: EKTACHEM_SL1 LAAUTO Name: EKTACHEM_SL1 Instr Name: DATA INNOVATIONS Manufacturer: KODAK Model: ??Serial: Enter the model number or name of the auto instrument. This field contains the model of the auto instrument.

  17. {L1T2a – AIE} Auto Instrument: EKTACHEM_SL1 LAAUTO Name: EKTACHEM_SL1 Instr Name: DATA INNOVATIONS Manufacturer: KODAK Model: E-700Serial: ?? Enter the serial number of the auto instrument. This field contains the serial number of the auto instrument. {L1T2a – AIE} Auto Instrument: EKTACHEM_SL1 LAAUTO Name: EKTACHEM_SL1 Instr Name: DATA INNOVATIONS Manufacturer: KODAK Model: E-700 Serial: 9998887171

  18. {L1T2a – AIE} Auto Instrument: EKTACHEM_SL1 LAAUTO Name: EKTACHEM_SL1 Instr Name: DATA INNOVATIONS Manufacturer: KODAK Model: E-700 Serial: 9998887171 Lab Work Element: MAIN LAB Sample ID Format: ?? Please specify the sample ID format to be used with this auto instrument. Answer with AUTO INSTRUMENT SAMPLE ID FORMAT AUTO INSTRUMENT SID FORMAT (L)ist of values, or (Q)uit? L Pause After Each Sample Pause After Error Message: Certify Prompt During TAR: YES Auto-Validate Results: Inactive Flag: Help = HELP Exit = F10 File/Exit = DO INSERT OFF

  19. {L1T2a – AIE} Auto Instrument: EKTACHEM_SL1 LAAUTO Name: EKTACHEM_SL1 Instr Name: DATA INNOVATIONS Manufacturer: KODAK Model: E-700 Serial: 9998887171 Lab Work Element: MAIN LAB Sample ID Format: ?? *ACC AREA & NUM WITH SEPARATOR ACC AREA & NUM WITH SPACES ACC AREA & NUM WITHOUT SPACES ACCESSION NUMBER FULL ACC NAME WITH SEPARATOR FULL ACC NAME WITH SPACES FULL ACC NAME WITHOUT SPACES + UNIQUE SEQUENCE NUM BY YEAR UNIQUE SEQUENCE NUM BY YYJDY UNIQUE SEQUENCE NUM BY YYMM WORK DOCUMENT ENTRY Inactive Flag:

  20. {L1T2a – AIE} Auto Instrument: EKTACHEM_SL1 LAAUTO Name: EKTACHEM_SL1 Instr Name: DATA INNOVATIONS Manufacturer: KODAK Model: E-700 Serial: 9998887171 0 UNIDIRECTIONAL 1 BIDIRECTIONAL 2 BIDIRECTIONAL QUERY 3 AUTOMATIC DOWNLOAD Communications Mode:?? Skip Accession Entries Match Accessions: YES Tests to Download: Pause After Each Sample Pause After Error Message: Certify Prompt During TAR: YES Auto-Validate Results: Inactive Flag: Help = HELP Exit = F10 File/Exit = DO INSERT OFF

  21. {L1T2a – AIE} Auto Instrument: EKTACHEM_SL1 LAAUTO Name: EKTACHEM_SL1 Instr Name: DATA INNOVATIONS Manufacturer: KODAK Model: E-700 Serial: 9998887171 Lab Work Element: MAIN LAB Sample ID Format: FULL ACC NAME WITH SEPARATOR Work Document Batch Build: DII Connection Name: VITR DII Instrument Name: LSI: DII BOX 1 LSI Port #: 1 Communications Mode: AUTOMATIC DOWNLOAD Skip Accession Entries Match Accessions: YES Tests to Download: Pause After Each Sample Pause After Error Message: Certify Prompt During TAR: YES Auto-Validate Results: YES Inactive Flag: Help = HELP Exit = F10 File/Exit = DO INSERT OFF

  22. {L1T2a – AIE} Select TEST: CREATININE UREA NITROGEN GLUCOSE SODIUM POTASSIUM ... {L1T2a – AIE} AUTO INSTRUMENTEKTACHEM_SL1 LAAUTO -- CONTINUATION Test: SODIUM Order Test ID: This is the Sodium Order Test ID Result Test ID: ASCII:41 Lab Method: Auto-Validate Results: YES

  23. {L1T2a – AIE} Auto Instrument: EKTACHEM_SL1 LAAUTO -- CONTINUATION Select Panel Test(s) to Download: CHEM 7 {L1T2a – AIE} AUTO INSTRUMENT: EKTACHEM_SL1 LAAUTO -- CONTINUATION Panel Test to Download: CHEM 7 Panel Test ID: CH7

  24. {L1T2a – AIE} Auto Instrument: EKTACHEM_SL1 LAAUTO -- CONTINUATION Select Accession Area(s): CHEMISTRY {L1T2a – AIE} Select Error Code: ecdED ... Select QUALITY CONTROL: QC,NORMAL QC,ABNORMAL HIGH ... Select ANTIBIOTIC: INSTRUCTIONS:

  25. Topic 2b: Lab Rules File Scenario In this section we will address the file/table actions used to create a lab rule for auto-validation of Sodium. The rule will be to auto-validate normal results for this automated test.

  26. Setting Up a Rule for Auto-validation A rule is a line of instruction that needs to be specified in logical Boolean format. The rule may contain a single condition or be crafted with multiple conditions. For example, a rule to specify a normal Sodium result would contain two conditions. Literally, the rule could be written along these lines: The result must be equal to or greater than the normal low limit and it must be equal to or less than the normal high limit.

  27. Setting Up a Rule forAuto-validation (cont.) The logic of a basic Boolean expression could be phrased as follows: (RESULT >= NORMAL LOW)&(RESULT <= NORMAL HIGH) If more than one condition is specified in a rule, each condition should be enclosed within parentheses, as shown. When defining auto-validation rules, the result must be associated with a specific lab test (by name). Thus, the test name must be included in the Boolean expression.

  28. Setting Up a Rule forAuto-validation (cont.) The elements to define our auto-validation rule include: If Condition Operator {e.g. ‘LEFT PARENTHESIS’} Data Element {e.g. ‘TEST RESULT OF’ … then specify test} Operator {e.g. ‘GREATER THAN OR EQUAL TO’} Data Element {e.g. ‘NORMAL LOW’} Operator {e.g. ‘RIGHT PARENTHESIS’} Operator {e.g. ‘AND’} Operator {e.g. ‘LEFT PARENTHESIS’} Data Element {e.g. ‘TEST RESULT OF’ … then specify test} Operator {e.g. ‘LESS THAN OR EQUAL TO’} Data Element {e.g. ‘NORMAL HIGH’} Operator {e.g. ‘RIGHT PARENTHESIS’} This yields a completed ‘If Condition’: (TEST RESULT OF 'NA+' >= NORMAL LOW) And (TEST RESULT OF 'NA+' <= NORMAL HIGH)

  29. Setting Up a Rule forAuto-validation (cont.) The elements to define our auto-validation rule continue: Then Statement Action {e.g. ‘AUTO-VALIDATE’}

  30. {L1T2b – Lab Rule} CHE Cumulative Header Add/Edit CRF Cumulative Report Test Add/Edit EFE Etiology Field Add/Edit KEY Keyboard ID Add/Edit LAE Lab Archive Parameters Add/Edit LMF Lab Method Add/Edit LTE Lab Test Add/Edit AVR Auto-Validation Rule Add/Edit AVS Auto-Validation Rule Set Add/Edit LCC LOINC Code Calculator CCT CPT Code Edit PIN Patient Instructions Add/Edit WDE Work Document File Add/Edit Select Lab Test Add/Edit Menu Option: AVR Select Rule Name: AV NORMAL SODIUM Are you adding 'AV NORMAL SODIUM' as a new LAB RULES (the 139th)? Y (YES)

  31. {L1T2b – Lab Rule} Rules Entry #1 Rule Name: AV NORMAL SODIUM Inactive: Rule Description: Auto-Validate all Sodium results within normal reference ranges. If Condition: Then Statement: Help = HELP Exit = F10 File/Exit = DO INSERT OFF

  32. {L1T2b – Lab Rule} Rules Entry #1 Rule Name: AV NORMAL SODIUM Inactive Rule Description: Auto-Validate all Sodium results within normal reference ranges. If Condition: Then Statement: If_Condition Then_Statement Help Continue Edit the If Condition. Press ‘I’ to access If_Condition

  33. {L1T2b – Lab Rule} Rules Entry #1 Rule Name: AV NORMAL SODIUM Inactive: Rule Description: Auto-Validate all Sodium results within normal reference ranges. If Condition: Then Statement: Data_Element OperatorUndo Help Return Select an Operator. Press ‘O’ to access Operator

  34. {L1T2b – Lab Rule} If Condition: ┌─────────────────────────────────────────────────────────────────────────────┐ ADDITION AND CONTAINS DIVIDE EQUALS GREATER THAN GREATER THAN OR EQUAL TO + IS NUMERIC +*LEFT PARENTHESIS LENGTH OF LESS THAN LESS THAN OR EQUAL TO MINUS MULTIPLY NOT + OR + POWER OF RIGHT PARENTHESIS └─────────────────────────────────────────────────────────────────────────────┘ Data_Element Operator Undo Help Return Select an Operator. Position Cursor and Press ‘End key’ to select ‘LEFT PARENTHESIS’

  35. {L1T2b – Lab Rule} Rules Entry #1 Rule Name: AV NORMAL SODIUM Inactive Rule Description: Auto-Validate all Sodium results within normal reference ranges. If Condition: ( Then Statement: Data_Element Operator Help Return Select a Data Element. Result Press ‘D’ to access Data_Element

  36. {L1T2b – Lab Rule} If Condition: ┌─────────────────────────────────────────────────────────────────────────────┐ ABSOLUTE HIGH ABSOLUTE LOW COLLECTION SAMPLE COLLECTION SAMPLE LOOKUP DELTA CHECK METHOD DELTA CHECK METHOD LOOKUP DELTA CHECK VALUE + FALSE + INSTRUMENT NAME INSTRUMENT NAME LOOKUP INSTRUMENT TEST ERROR INSTRUMENT TEST ERROR LOOKUP LAB TEST LOOKUP NORMAL HIGH NORMAL LOW + NULL └─────────────────────────────────────────────────────────────────────────────┘ Data_Element Operator Help Return Select a Data Element.

  37. {L1T2b – Lab Rule} If Condition: ┌─────────────────────────────────────────────────────────────────────────────┐ + ORDERED TEST NAME PANIC HIGH PANIC LOW PATIENT AGE PATIENT SEX PREVIOUS TEST RESULT OF QUALITY CONTROL VALUE + REQUESTING HCP LOOKUP REQUESTING HCP NAME REQUESTING LOCATION LOOKUP REQUESTING LOCATION NAME SITE/SPECIMEN SITE/SPECIMEN LOOKUP *TEST RESULT OF TRUE USER ENTERED VALUE └─────────────────────────────────────────────────────────────────────────────┘ Data_Element Operator Help Return Select a Data Element. Position Cursor and Press ‘End key’ to select ‘TEST RESULT OF’

  38. {L1T2b – Lab Rule} If Condition: ┌─────────────────────────────────────────────────────────────────────────────┐ Select Lab Test: SODIUM └─────────────────────────────────────────────────────────────────────────────┘

  39. {L1T2b – Lab Rule} Rules Entry #1 Rule Name: AV NORMAL SODIUM Inactive: Rule Description: Auto-Validate all Sodium results within normal reference ranges. If Condition: (TEST RESULT OF 'NA+' Then Statement: Data_Element OperatorUndo Help Return Select an Operator. Result Press ‘O’ to access Operator

  40. {L1T2b – Lab Rule} If Condition: ┌─────────────────────────────────────────────────────────────────────────────┐ ADDITION AND CONTAINS DIVIDE EQUALS GREATER THAN *GREATER THAN OR EQUAL TO + IS NUMERIC + LEFT PARENTHESIS LENGTH OF LESS THAN LESS THAN OR EQUAL TO MINUS MULTIPLY NOT + OR + POWER OF RIGHT PARENTHESIS └─────────────────────────────────────────────────────────────────────────────┘ Data_Element Operator Undo Help Return Select an Operator. Position Cursor and Press ‘End key’ to select ‘GREATER THAN OR EQUAL TO’

  41. {L1T2b – Lab Rule} Rules Entry #1 Rule Name: AV NORMAL SODIUM Inactive: Rule Description: Auto-Validate all Sodium results within normal reference ranges. If Condition: (TEST RESULT OF 'NA+' >= Then Statement: Data_Element Operator Undo Help Return Select a Data Element. Result Press ‘D’ to access Data_Element

  42. {L1T2b – Lab Rule} Rules Entry #1 Rule Name: AV NORMAL SODIUM Inactive: Rule Description: Auto-Validate all Sodium results within normal reference ranges. If Condition: ┌─────────────────────────────────────────────────────────────────────────────┐ + INSTRUMENT TEST ERROR INSTRUMENT TEST ERROR LOOKUP LAB TEST LOOKUP NORMAL HIGH *NORMAL LOW NULL ORDERED TEST NAME + PANIC HIGH └─────────────────────────────────────────────────────────────────────────────┘ Data_Element Operator Undo Help Return Select a Data Element. Position Cursor and Press ‘End key’ to select ‘NORMAL LOW’

  43. {L1T2b – Lab Rule} Rules Entry #1 Rule Name: AV NORMAL SODIUM Inactive: Rule Description: Auto-Validate all Sodium results within normal reference ranges. If Condition: (TEST RESULT OF 'NA+' >= NORMAL LOW Then Statement: Data_Element Operator Undo Help Return Select an Operator. Result Press ‘O’ to access Operator

  44. {L1T2b – Lab Rule} Rules Entry #1 Rule Name: AV NORMAL SODIUM Inactive: Rule Description: Auto-Validate all Sodium results within normal reference ranges. If Condition: ┌─────────────────────────────────────────────────────────────────────────────┐ + LESS THAN LESS THAN OR EQUAL TO MINUS MULTIPLY NOT OR POWER OF *RIGHT PARENTHESIS └─────────────────────────────────────────────────────────────────────────────┘ Data_Element Operator Undo Help Return Select an Operator. Position Cursor and Press ‘End key’ to select ‘RIGHT PARENTHESIS’

  45. {L1T2b – Lab Rule} Rules Entry #1 Rule Name: AV NORMAL SODIUM Inactive: Rule Description: Auto-Validate all Sodium results within normal reference ranges. If Condition: (TEST RESULT OF 'NA+' >= NORMAL LOW) Then Statement: Data_Element Operator Undo Help Return Select an Operator. Result Press ‘O’ to access Operator

  46. {L1T2b – Lab Rule} Rules Entry #1 Rule Name: AV NORMAL SODIUM Inactive: Rule Description: Auto-Validate all Sodium results within normal reference ranges. If Condition: ┌─────────────────────────────────────────────────────────────────────────────┐ ADDITION *AND CONTAINS DIVIDE EQUALS GREATER THAN GREATER THAN OR EQUAL TO + IS NUMERIC └─────────────────────────────────────────────────────────────────────────────┘ Data_Element Operator Undo Help Return Select an Operator. Position Cursor and press ‘End key’ to select ‘AND’

  47. {L1T2b – Lab Rule} Rules Entry #1 Rule Name: AV NORMAL SODIUM Inactive: Rule Description: Auto-Validate all Sodium results within normal reference ranges. If Condition: (TEST RESULT OF 'NA+' >= NORMAL LOW) And Then Statement: Data_Element Operator Undo Help Return Select an Operator. Result Press ‘O’ to access Operator

  48. Setting up a rule forAuto-Validation (cont.) The elements to define our auto-validation rule include: If Condition Operator {e.g. ‘LEFT PARENTHESIS’} Data Element {e.g. ‘TEST RESULT OF’ … then specify test} Operator {e.g. ‘LESS THAN OR EQUAL TO’} Data Element {e.g. ‘NORMAL HIGH’} Operator {e.g. ‘RIGHT PARENTHESIS’} This yields a completed ‘If Condition’: (TEST RESULT OF 'NA+' >= NORMAL LOW) And (TEST RESULT OF 'NA+' <= NORMAL HIGH)

  49. {L1T2b – Lab Rule} Rules Entry #1 Rule Name: AV NORMAL SODIUM Inactive: Rule Description: Auto-Validate all Sodium results within normal reference ranges. If Condition: ┌─────────────────────────────────────────────────────────────────────────────┐ + LESS THAN LESS THAN OR EQUAL TO MINUS MULTIPLY NOT OR POWER OF *RIGHT PARENTHESIS └─────────────────────────────────────────────────────────────────────────────┘ Data_Element Operator Undo Help Return Select an Operator. Position Cursor and Press ‘End key’ to select ‘RIGHT PARENTHESIS’

  50. {L1T2b – Lab Rule} Rules Entry #1 Rule Name: AV NORMAL SODIUM Inactive: Rule Description: Auto-Validate all Sodium results within normal reference ranges. If Condition: (TEST RESULT OF 'NA+' >= NORMAL LOW) And (TEST RESULT OF 'NA+' <= NORMAL HIGH) Then Statement: Data_Element Operator Undo Help Return Return to previous level. Result Press ‘R’ to access Return

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