diff --git a/.github/workflows/frontend-qa.yml b/.github/workflows/frontend-qa.yml
index 1862835748..98ab8d2ae4 100644
--- a/.github/workflows/frontend-qa.yml
+++ b/.github/workflows/frontend-qa.yml
@@ -2,6 +2,8 @@ name: OpenELis Frontend QA framework workflow
on:
push:
branches: [ 'develop_3x' ]
+ pull_request:
+ branches: ['develop_3x']
workflow_dispatch:
jobs:
install:
diff --git a/.github/workflows/label-merge-conflict.yml b/.github/workflows/label-merge-conflict.yml
new file mode 100644
index 0000000000..8f279ac95d
--- /dev/null
+++ b/.github/workflows/label-merge-conflict.yml
@@ -0,0 +1,27 @@
+name: Auto Label Conflicts
+
+permissions:
+ issues: write
+ pull-requests: write
+
+on:
+ push:
+ branches: [develop_3x]
+ pull_request:
+ branches: [develop_3x]
+
+jobs:
+ auto-label:
+ if: github.repository == 'I-TECH-UW/OpenELIS-Global-2'
+ runs-on: ubuntu-latest
+ steps:
+ - uses: prince-chrismc/label-merge-conflicts-action@v2
+ with:
+ conflict_label_name: "merge conflict"
+ github_token: ${{ secrets.GITHUB_TOKEN }}
+ max_retries: 5
+ wait_ms: 15000
+ detect_merge_changes: false
+ conflict_comment: |
+ :wave: Hi, @${author},
+ Conflicts have been detected against the base branch. Please rebase your branch against the base branch.
\ No newline at end of file
diff --git a/.github/workflows/publish-frontend-dev.yml b/.github/workflows/publish-frontend-dev.yml
index 3911e0945f..a406b172ad 100644
--- a/.github/workflows/publish-frontend-dev.yml
+++ b/.github/workflows/publish-frontend-dev.yml
@@ -8,6 +8,8 @@ name: Publish 3.X Dev FrontEnd Docker image
on:
push:
branches: [ 'develop_3x']
+ pull_request:
+ branches: [develop_3x]
workflow_dispatch:
@@ -37,6 +39,7 @@ jobs:
uses: docker/setup-buildx-action@v3
- name: Login to DockerHub
+ if: github.event_name == 'push'
uses: docker/login-action@v3
with:
registry: ${{ env.REGISTRY }}
@@ -50,6 +53,7 @@ jobs:
images: ${{ env.DOCKER_NAME }}
- name: Build and push Docker image
+ if: github.event_name == 'push'
uses: docker/build-push-action@v5
with:
context: ./frontend
@@ -58,3 +62,11 @@ jobs:
labels: ${{ steps.meta.outputs.labels }}
cache-from: type=registry,ref=${{github.repository}}:latest
cache-to: type=inline
+
+ - name: Build Docker image
+ if: github.event_name == 'pull_request'
+ uses: docker/build-push-action@v5
+ with:
+ context: ./frontend
+ push: false
+
diff --git a/.github/workflows/publish-frontend.yml b/.github/workflows/publish-frontend.yml
index d2508cb0d2..fa21c84989 100644
--- a/.github/workflows/publish-frontend.yml
+++ b/.github/workflows/publish-frontend.yml
@@ -8,6 +8,8 @@ name: Publish 3.X FrontEnd Docker image
on:
push:
branches: [ 'develop_3x']
+ pull_request:
+ branches: [develop_3x]
release:
types: [published]
workflow_dispatch:
@@ -38,6 +40,7 @@ jobs:
uses: docker/setup-buildx-action@v3
- name: Log in to the Container registry
+ if: github.event_name == 'push'
uses: docker/login-action@v3
with:
registry: ${{ env.REGISTRY }}
@@ -51,6 +54,7 @@ jobs:
images: ${{ env.DOCKER_NAME }}
- name: Build and push Docker image
+ if: github.event_name == 'push'
uses: docker/build-push-action@v5
with:
context: ./frontend
@@ -60,3 +64,13 @@ jobs:
labels: ${{ steps.meta.outputs.labels }}
cache-from: type=registry,ref=${{github.repository}}:latest
cache-to: type=inline
+
+ - name: Build Docker image
+ if: github.event_name == 'pull_request'
+ uses: docker/build-push-action@v5
+ with:
+ context: ./frontend
+ file: ./frontend/Dockerfile.prod
+ push: false
+
+
diff --git a/.gitpod.yml b/.gitpod.yml
new file mode 100644
index 0000000000..dd751bd9e1
--- /dev/null
+++ b/.gitpod.yml
@@ -0,0 +1,12 @@
+# This configuration file is created to run on Gitpod.
+# Please adjust to your needs (see https://www.gitpod.io/docs/introduction/learn-gitpod/gitpod-yaml)
+# and commit this file to your remote git repository to share the goodness with others.
+
+# Learn more from ready-to-use templates: https://www.gitpod.io/docs/introduction/getting-started/quickstart
+
+tasks:
+ - name: Build the Dependencies and Start the docker containers
+ init: cd dataexport && mvn clean install -DskipTests && cd .. && mvn clean install
+ command: docker-compose -f dev.docker-compose.yml up -d
+
+
diff --git a/README.md b/README.md
index c83e7c229b..8b1f919f4b 100644
--- a/README.md
+++ b/README.md
@@ -15,19 +15,20 @@ You can find more information on how to set up OpenELIS at our [docs page](http:
docker-compose -f build.docker-compose.yml up -d --build
#### Running docker compose With locally compiled/built Artifacts (ie the War file and React code) For Developers
-1. Clone the Repository
+1. Fork the [OpenELIS-Global Repository](https://github.com/I-TECH-UW/OpenELIS-Global-2.git) and clone the forked repo. The `username` below is the `username` of your Github profile.
- git clone https://github.com/I-TECH-UW/OpenELIS-Global-2.git
+ git clone https://github.com/username/OpenELIS-Global-2.git
2. innitialize and build sub modules
+ cd OpenELIS-Global-2
git submodule update --init --recursive
- cd OpenELIS-Global-2/dataexport
+ cd dataexport
mvn clean install -DskipTests
3. Build the War file
- cd OpenELIS-Global-2
+ cd ..
mvn clean install -DskipTests
4. Start the containers to mount the locally compiled artifacts
@@ -52,3 +53,7 @@ You can find more information on how to set up OpenELIS at our [docs page](http:
| Legacy UI | https://localhost/api/OpenELIS-Global/ | admin: adminADMIN! |
| New React UI | https://localhost/ | admin: adminADMIN!
+**Note:** If your browser indicates that the website is not secure after accessing any of these links, simply follow these steps:
+1. Scroll down on the warning page.
+2. Click on the "Advanced" button.
+3. Finally, click on "Proceed to https://localhost" to access the development environment.
diff --git a/docs/27upgrade.md b/docs/27upgrade.md
index 1087c6b1e5..47f479b434 100644
--- a/docs/27upgrade.md
+++ b/docs/27upgrade.md
@@ -6,55 +6,55 @@ Hapi-fhir-jpaserver is used alongside OpenELIS to provide FHIR support. Older ve
1. Stop the existing containers besides the database
- 1. sudo docker stop openelisglobal-webapp autoheal-oe external-fhir-api
+ 1. `sudo docker stop openelisglobal-webapp autoheal-oe external-fhir-api`
1. Collect metrics around the data to see what you're working with
- 1. sudo docker exec -it openelisglobal-database psql -Uclinlims
+ 1. `sudo docker exec -it openelisglobal-database psql -Uclinlims`
- 1. SELECT COUNT(*) FROM clinlims.hfj_res_ver;
+ 1. `SELECT COUNT(*) FROM clinlims.hfj_res_ver;`
- 1. SELECT pg_table_size('pg_largeobject');
+ 1. `SELECT pg_table_size('pg_largeobject');`
1. Run the script for upgrading hapi-fhir-jpaserver data structure in the database
- 1. wget https://github.com/hapifhir/hapi-fhir/releases/download/v6.2.0/hapi-fhir-6.2.0-cli.tar.bz2
+ 1. `wget https://github.com/hapifhir/hapi-fhir/releases/download/v6.2.0/hapi-fhir-6.2.0-cli.tar.bz2`
- 1. bzip2 -d hapi-fhir-6.2.0-cli.tar.bz2
+ 1. `bzip2 -d hapi-fhir-6.2.0-cli.tar.bz2`
- 1. tar xf hapi-fhir-6.2.0-cli.tar
+ 1. `tar xf hapi-fhir-6.2.0-cli.tar`
- 1. ./hapi-fhir-cli migrate-database -d POSTGRES_9_4 -u "jdbc:postgresql://localhost:15432/clinlims currentSchema=clinlims" -n "clinlims" --no-column-shrink -p
+ 1. `./hapi-fhir-cli migrate-database -d POSTGRES_9_4 -u "jdbc:postgresql://localhost:15432/clinlims currentSchema=clinlims" -n "clinlims" --no-column-shrink -p `
1. Collect metrics around the data to see that data loss has not occurred
- 1. sudo docker exec -it openelisglobal-database psql -Uclinlims
+ 1. `sudo docker exec -it openelisglobal-database psql -Uclinlims`
- 1. SELECT COUNT(*) FROM clinlims.hfj_res_ver;
+ 1. `SELECT COUNT(*) FROM clinlims.hfj_res_ver;`
- 1. SELECT pg_table_size('pg_largeobject');
+ 1. `SELECT pg_table_size('pg_largeobject');`
1. Run 2.7 OE installer
- 1. wget
+ 1. `wget `
- 1. tar -xzf
+ 1. `tar -xzf `
- 1. cd
+ 1. `cd `
- 1. sudo python3 OpenELIS.py
+ 1. `sudo python3 OpenELIS.py`
- 1. No to logical db backup, docker cleans, and backup script
+ 1. `No` to logical db backup, docker cleans, and backup script
-1. Modify the docker-compose.yml
+1. Modify the `docker-compose.yml`
- 1. Change db container image from 14.4 to 9.5
+ 1. Change db container image from `14.4` to `9.5`
1. Start the containers. From this point until the db migration is started, these commands can be run in the background while normal use of the application(s) goes ahead
- 1. sudo docker-compose up -d
+ 1. `sudo docker-compose up -d`
-1. Create files to submit to the updated FHIR store to trigger a reindex of the various data types from BLOBs to regular column data. Resource types that are commonly used, leading to the bulk of the BLOBs are: Task, Patient, ServiceRequest, DiagnosticReport, Observation, Specimen, Practitioner, Organization, Location, QuestionnaireResponse
+1. Create files to submit to the updated FHIR store to trigger a reindex of the various data types from BLOBs to regular column data. Resource types that are commonly used, leading to the bulk of the BLOBs are: `Task`, `Patient`, `ServiceRequest`, `DiagnosticReport`, `Observation`, `Specimen`, `Practitioner`, `Organization`, `Location`, `QuestionnaireResponse`
```
{
@@ -71,33 +71,33 @@ Hapi-fhir-jpaserver is used alongside OpenELIS to provide FHIR support. Older ve
1. Send each optimize request as a POST request to the FHIR server
- 1. sudo curl -X POST -H "Content-Type: application/json" -d '@task-optimize.json' --cert /etc/openelis-global/cert.pem --key /etc/openelis-global/key.pem -k 'https://localhost:8444/fhir/$reindex'
+ 1. `sudo curl -X POST -H "Content-Type: application/json" -d '@task-optimize.json' --cert /etc/openelis-global/cert.pem --key /etc/openelis-global/key.pem -k 'https://localhost:8444/fhir/$reindex'`
1. Wait for the reindexes to succeed (checking the logs of the FHIR container should give some indication that they are running or not)
1. Run the vacuum lob command to clean up the database (first run is a test)
- 1. sudo docker exec -it openelisglobal-database vacuumlo -Uclinlims --dry-run
+ 1. `sudo docker exec -it openelisglobal-database vacuumlo -Uclinlims --dry-run`
- 1. sudo docker exec -it openelisglobal-database vacuumlo -Uclinlims
+ 1. `sudo docker exec -it openelisglobal-database vacuumlo -Uclinlims`
-1. Collect metrics around the data to see that data loss has not occurred. The pg_largeobject should be MUCH smaller, but hfj_res_ver should be similar to before.
+1. Collect metrics around the data to see that data loss has not occurred. `The pg_largeobject` should be MUCH smaller, but `hfj_res_ver` should be similar to before.
- 1. sudo docker exec -it openelisglobal-database psql -Uclinlims
+ 1. `sudo docker exec -it openelisglobal-database psql -Uclinlims`
- 1. SELECT COUNT(*) FROM clinlims.hfj_res_ver;
+ 1. `SELECT COUNT(*) FROM clinlims.hfj_res_ver;`
- 1. SELECT pg_table_size('pg_largeobject');
+ 1. `SELECT pg_table_size('pg_largeobject');`
-1. Run the pg_upgrade as in the pg_upgrade section below
+1. Run the `pg_upgrade` as in the pg_upgrade section below
1. Collect metrics around the data to see that data loss has not occurred.
- 1. sudo docker exec -it openelisglobal-database psql -Uclinlims
+ 1. `sudo docker exec -it openelisglobal-database psql -Uclinlims`
- 1. SELECT COUNT(*) FROM clinlims.hfj_res_ver;
+ 1. `SELECT COUNT(*) FROM clinlims.hfj_res_ver;`
- 1. SELECT pg_table_size('pg_largeobject');
+ 1. `SELECT pg_table_size('pg_largeobject');`
# **Migrate with pg_upgrade**
@@ -108,136 +108,125 @@ If you are running these commands on a remote server, it is recommended to use a
## NOTES:
- 1. It is paramount that data backups are up to date and recovery is tested before attempting a database migration.
+1. It is paramount that data backups are up to date and recovery is tested before attempting a database migration.
- 2. This can be a very memory intensive process. It is recommended to increase memory on the server that this is running on to 128 GB or more. This can be accomplished without too much of a performance hit by adding an SSD as a swap drive.
+1. This can be a very memory intensive process. It is recommended to increase memory on the server that this is running on to 128 GB or more. This can be accomplished without too much of a performance hit by adding an SSD as a swap drive.
- 3. This process doesn't delete the old database files until the new database is up, running, and tested. Ensure that OE is running properly and the data is there BEFORE deleting the old machine.
+1. This process doesn't delete the old database files until the new database is up, running, and tested. Ensure that OE is running properly and the data is there BEFORE deleting the old machine.
- 4. Because of point number 3, you will require room on the server for a copy of all the database files located at `/var/lib/openelis-global/data`
+1. Because of point number 3, you will require room on the server for a copy of all the database files located at `/var/lib/openelis-global/data`
## **Migrating OE 9.5 database to 14.4 database in dockerized environments**
- 1. stop containers so no changes happen while migration is occurring
+1. stop containers so no changes happen while migration is occurring
- a) sudo docker stop autoheal-oe external-fhir-api openelisglobal-webapp openelisglobal-database
+ 1. `sudo docker stop autoheal-oe external-fhir-api openelisglobal-webapp openelisglobal-database`
- 2. remove db container so auto restart doesn’t occur
+1. remove db container so auto restart doesn’t occur
- a) sudo docker rm openelisglobal-database
+ 1. `sudo docker rm openelisglobal-database`1.
+1. create folders for first step db migration to take place (this can be done on a separate machine with docker installed if the main server lacks resources to run the upgrade).
- 3. create folders for first step db migration to take place (this can be done on a separate machine with docker installed if the main server lacks resources to run the upgrade).
+ 1. `sudo mkdir /var/lib/openelis-global/db`
- a) sudo mkdir /var/lib/openelis-global/db
+ 1. `sudo mkdir /var/lib/openelis-global/db/9.5`
- b) sudo mkdir /var/lib/openelis-global/db/9.5
+ 1. `sudo mkdir /var/lib/openelis-global/db/14`
- c) sudo mkdir /var/lib/openelis-global/db/14
+ 1. `sudo mkdir /var/lib/openelis-global/db/14/data`
- d) sudo mkdir /var/lib/openelis-global/db/14/data
-
-
- 4. copy current db to the upgrade location (copy will preserve the old data so that we can more easily revert if something goes wrong)
+1. copy current db to the upgrade location (copy will preserve the old data so that we can more easily revert if something goes wrong)
- 4.1 If you are performing the upgrade on the machine where the database is installed:
-
- a) sudo cp -r /var/lib/openelis-global/data /var/lib/openelis-global/db/9.5/data
-
- 4.2 If you are performing the upgrade on another machine where the database is not installed:
+ 1. If you are performing the upgrade on the machine where the database is installed:
- a) sudo tar cf /var/lib/openelis-global/data.tar.gz -C /var/lib/openelis-global/ data
+ 1. `sudo cp -r /var/lib/openelis-global/data /var/lib/openelis-global/db/9.5/data`
+
+ 1. If you are performing the upgrade on another machine where the database is not installed:
- a) sudo scp /var/lib/openelis-global/data.tar.gz username@destination:/var/lib/openelis-global/db/9.5/data.tar.gz
+ 1. `sudo tar cf /var/lib/openelis-global/data.tar.gz -C /var/lib/openelis-global/ data`
- a) ssh username@destination
-
- a) tar xzf /var/lib/openelis-global/db/9.5/data.tar.gz -C /var/lib/openelis-global/db/9.5/
+ 1. `sudo scp /var/lib/openelis-global/data.tar.gz username@destination:/var/lib/openelis-global/db/9.5/data.tar.gz`
- 5. run the 9.5 to 14 migration
+ 1. `ssh username@destination`
+
+ 1. `tar xzf /var/lib/openelis-global/db/9.5/data.tar.gz -C /var/lib/openelis-global/db/9.5/`
+1. run the 9.5 to 14 migration
- a) sudo docker pull ctsteele/postgres-migration:9.5-14
-
- b) sudo docker run -it --rm -v /var/lib/openelis-global/db/:/var/lib/postgresql/ ctsteele/postgres-migration:9.5-14 --link
+ 1. `sudo docker pull ctsteele/postgres-migration:9.5-14`
+
+ 1. `sudo docker run -it --rm -v /var/lib/openelis-global/db/:/var/lib/postgresql/ ctsteele/postgres-migration:9.5-14 --link`
- 6. replace old db with new db
+1. replace old db with new db
- a) sudo mv /var/lib/openelis-global/data /var/lib/openelis-global/data2
+ 1. `sudo mv /var/lib/openelis-global/data /var/lib/openelis-global/data2`
- b) sudo mv /var/lib/openelis-global/db/14/data /var/lib/openelis-global/data
+ 1. `sudo mv /var/lib/openelis-global/db/14/data /var/lib/openelis-global/data`
- 7. ensure file permissions and db access permissions are correct
+1. ensure file permissions and db access permissions are correct
- a) sudo chown -R tomcat2:tomcat2 /var/lib/openelis-global/data
+ 1. `sudo chown -R tomcat2:tomcat2 /var/lib/openelis-global/data`
- b) edit `/var/lib/openelis-global/data/pg_hba.conf` to include all the same entries that are in `/var/lib/openelis-global/data2/pg_hba.conf`
+ 1. edit `/var/lib/openelis-global/data/pg_hba.conf` to include all the same entries that are in `/var/lib/openelis-global/data2/pg_hba.conf`
- 8. run the setup script for the new version with updated db, ignoring db backup couldn’t occur step
+1. run the setup script for the new version with updated db, ignoring db backup couldn’t occur step
- a) sudo python3 setup_OpenELIS.py
+ 1. `sudo python3 setup_OpenELIS.py`
- 9. ensure systems start up and that data is present
+1. ensure systems start up and that data is present
- 10. optionally delete old db (or move to a secure backup server)
+1. optionally delete old db (or move to a secure backup server)
- a) sudo rm /var/lib/openelis-global/db /var/lib/openelis-global/data2
+ 1. `sudo rm /var/lib/openelis-global/db /var/lib/openelis-global/data2`
## **Migrating OE 9.5 database to 14.4 database in non dockerized environment into dockerized environment (untested)**
- 1) stop containers so no changes happen while migration is occurring
-
-
- a) sudo docker stop autoheal-oe external-fhir-api openelisglobal-webapp
-
+1. stop containers so no changes happen while migration is occurring
- 2) stop postgres instance
+ 1. `sudo docker stop autoheal-oe external-fhir-api openelisglobal-webapp`
- a) sudo -upostgres /usr/lib/postgresql/9/bin/pg_ctl -D /var/lib/postgresql/9/data -l logfile stop
+1. stop postgres instance
+ 1. `sudo -upostgres /usr/lib/postgresql/9/bin/pg_ctl -D /var/lib/postgresql/9/data -l logfile stop`
- 3) check that upgrade can occur
+1. check that upgrade can occur
+ 1. `time /usr/lib/postgresql/14/bin/pg_upgrade --old-bindir /usr/lib/postgresql/9/bin --new-bindir /usr/lib/postgresql/14/bin --old-datadir /var/lib/postgresql/9/data --new-datadir /var/lib/openelis-global/data --link --check`
- a) time /usr/lib/postgresql/14/bin/pg_upgrade --old-bindir /usr/lib/postgresql/9/bin --new-bindir /usr/lib/postgresql/14/bin --old-datadir /var/lib/postgresql/9/data --new-datadir /var/lib/openelis-global/data --link --check
+1. run the upgrade
+ 1. `time /usr/lib/postgresql/14/bin/pg_upgrade --old-bindir /usr/lib/postgresql/9/bin --new-bindir /usr/lib/postgresql/14/bin --old-datadir /var/lib/postgresql/9/data --new-datadir /var/lib/openelis-global/data --link`
- 4) run the upgrade
+1. run the setup script for the new version with updated db, ignoring db backup couldn’t occur step
+ 1. `sudo setup_OpenELIS.py`
- a) time /usr/lib/postgresql/14/bin/pg_upgrade --old-bindir /usr/lib/postgresql/9/bin --new-bindir /usr/lib/postgresql/14/bin --old-datadir /var/lib/postgresql/9/data --new-datadir /var/lib/openelis-global/data --link
-
- 5) run the setup script for the new version with updated db, ignoring db backup couldn’t occur step
-
-
- a) sudo setup_OpenELIS.py
-
-
- 6) ensure systems start up and that data is present
+1. ensure systems start up and that data is present
# **Migrate with pg_dump**
@@ -247,87 +236,74 @@ This approach is mentioned as being the preferred option in postgres docs, but i
## **Migrating OE 9.5 database to 14.4 database in dockerized environments**
-
-
-
- 1. Run the following commands to create the backup for restoring into OE 14, and the backup for 9.5 in case something goes wrong
-
+1. Run the following commands to create the backup for restoring into OE 14, and the backup for 9.5 in case something goes wrong
- a) sudo docker exec openelisglobal-database pg_dump -j 8 -d clinlims --verbose -U admin -F c -f /backups/95db.backup
+ 1. `sudo docker exec openelisglobal-database pg_dump -j 8 -d clinlims --verbose -U admin -F c -f /backups/95db.backup`
- b) sudo docker kill openelisglobal-database && sudo mv /var/lib/openelis-global/data /var/lib/openelis-global/data2
+ 1. `sudo docker kill openelisglobal-database && sudo mv /var/lib/openelis-global/data /var/lib/openelis-global/data2`
- 2. install new OE with setup script - ignore db missing when prompted
+1. install new OE with setup script - ignore db missing when prompted
- 3. Run the following to pause non-db connections and restore the backup before bringing the containers up again (must run in OE installer directory). Restoring a db can take a long time for large dbs. To avoid a long downtime, this can be done in a separate container
+1. Run the following to pause non-db connections and restore the backup before bringing the containers up again (must run in OE installer directory). Restoring a db can take a long time for large dbs. To avoid a long downtime, this can be done in a separate container
- a) sudo docker kill external-fhir-api openelisglobal-webapp && sudo docker rm external-fhir-api openelisglobal-webapp
+ 1. `sudo docker kill external-fhir-api openelisglobal-webapp && sudo docker rm external-fhir-api openelisglobal-webapp`
- b) sudo docker exec openelisglobal-database pg_restore -j 8 -d clinlims -U postgres -v -Fc -c /backups/95db.backup
+ 1. `sudo docker exec openelisglobal-database pg_restore -j 8 -d clinlims -U postgres -v -Fc -c /backups/95db.backup`
- c) sudo docker-compose up -d
+ 1. `sudo docker-compose up -d`
- 4. confirm that OpenELIS is working and that the data is there by accessing the front end
+1. confirm that OpenELIS is working and that the data is there by accessing the front end
+1. optionally, delete old data
- 5. optionally, delete old data
+ 1. `rm /var/lib/openelis-global/data2`
- a) rm /var/lib/openelis-global/data2
-
-
- b) rm /var/lib/openelis-global/backups/95db.backup
+ 1. `rm /var/lib/openelis-global/backups/95db.backup`
## **Migrating OE 9.5 database to 14.4 database in non dockerized environment into dockerized environment (untested)**
+1. Run the following commands to create the backup for restoring into OE 14
- 1. Run the following commands to create the backup for restoring into OE 14
-
-
- a) pg_dump -d clinlims -h localhost -p 5432 –verbose -U clinlims -F c -f /var/lib/openelis-global/backups/95db.backup
-
-
- b) [enter password for clinlims]
-
-
- 2. Modify setup.ini to have docker db on port other than 5432 and use docker db
-
+ 1. `pg_dump -d clinlims -h localhost -p 5432 –verbose -U clinlims -F c -f /var/lib/openelis-global/backups/95db.backup`
- a) sudo vi /etc/openelis-global/setup.ini
+ 1. [enter password for clinlims]
- 3. install new OE with setup script
+1. Modify `setup.ini` to have docker db on port other than `5432` and use docker db
+ 1. `sudo vi /etc/openelis-global/setup.ini`
- 4. Run the following to pause non-db connections and restore the backup before bringing the containers up again (must run in OE installer directory)
+1. install new OE with setup script
+1. Run the following to pause non-db connections and restore the backup before bringing the containers up again (must run in OE installer directory)
- a) sudo docker kill external-fhir-api openelisglobal-webapp && sudo docker rm external-fhir-api openelisglobal-webapp
+ 1. `sudo docker kill external-fhir-api openelisglobal-webapp && sudo docker rm external-fhir-api openelisglobal-webapp`
- b) sudo docker exec openelisglobal-database pg_restore -d clinlims -U postgres -v -Fc -c /backups/95db.backup
+ 1. `sudo docker exec openelisglobal-database pg_restore -d clinlims -U postgres -v -Fc -c /backups/95db.backup`
- c) sudo docker-compose up -d
+ 1. `sudo docker-compose up -d`
- 5. confirm that OpenELIS is working and that the data is there by accessing the front end
+1. confirm that OpenELIS is working and that the data is there by accessing the front end
- 6. optionally, delete old data
+1. optionally, delete old data
- a) sudo rm /var/lib/openelis-global/backups/95db.backup
+ 1. `sudo rm /var/lib/openelis-global/backups/95db.backup`
- b) uninstall native postgres if you want to move the docker db onto port 5432
+1. uninstall native postgres if you want to move the docker db onto port 5432
diff --git a/docs/OEGlobal_AdminManual_2024.md b/docs/OEGlobal_AdminManual_2024.md
new file mode 100644
index 0000000000..0115dab62d
--- /dev/null
+++ b/docs/OEGlobal_AdminManual_2024.md
@@ -0,0 +1,3668 @@
+
+
+
+
>>>>> PLEASE check and correct alert issues and delete this message and the inline alerts.
+
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image1.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image1.png "image_tooltip")
+
+
+**OpenELIS Global **
+
+**Laboratory Information System Software **
+
+**Administrator Manual **
+
+Version 3.0
+
+October 2023
+
+For information on OpenELIS Global,
+
+ visit [www.openelisglobal.org ](http://www.openelisglobal.org)
+
+
+
+Or contact:
+
+
+
+Casey Iiams-Hauser
+
+OpenELIS Global Product Owner
+
+Digital Initiatives Group at I-TECH (DIGI) University of Washington digit@uw.edu
+
+
+# **PART 1: INTRODUCTION**
+
+This Administrator Manual provides comprehensive instructions outlining step-by-step procedures for accessing and administering the OpenELIS Global system.
+
+
+## **Intended Audience**
+
+This manual will be used by the administrator of the OpenELIS Global system. The OpenELIS Global system administrator will perform the administration functions of the system.
+
+
+# **PART 2: NAVIGATING OpenELIS GLOBAL**
+
+The OpenELIS Global system is made up of a variety of concise screens and workflows to help with the collection, management, and reporting of laboratory data. The use of this system is intended to provide a structured approach to managing the data within the clinical laboratory setting to ensure high-quality testing processes and results data that is then made accessible to external systems and people in the clinical, population, and programmatic health workflows.
+
+
+## **How to login to OpenELIS**
+
+To login to OpeELIS, You will require a** username** and** password** obtained from the administrator of your OpenELIS instance.
+
+1. Type in your **username** and **password** and click on the** Submit** button.
+
+**Notice**: Access to this service is for authorized personnel only. If you do not have the expressed authorization of the administrator, you must exit now. This organization prohibits unauthorized access, disclosure, duplication, modification, diversion, destruction, loss, misuse, or theft of its information.
+
+
+#
+
+
>>>>> gd2md-html alert: inline image link here (to images/image2.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image2.png "image_tooltip")
+
+
+_OpenELIS Global 3.0 Login page_
+
+Once you connect to OpenELIS Global, the home page will display the laboratory management statistics for your understanding of the current state of the lab testing processes.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image3.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image3.png "image_tooltip")
+
+
+_OpenELIS Statistics_
+
+
+# **PART 3: ACCESSING THE OpenELIS GLOBAL ADMINISTRATION MODULE.**
+
+
+## **How to access the OpenELIS menu**
+
+
+
+1. To access the main menu, click on the menu icon at the top left side of the screen.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image4.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image4.png "image_tooltip")
+
+
+_Accessing OpenELIS 3 Menu_
+
+Upon clicking on the menu icon, the OpenELIS menu will be displayed on the left side of the screen with modules that reflect the main activities of the laboratory workflow. The cancel will close the side menu item.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image5.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image5.png "image_tooltip")
+
+
+_OpenELIS Global Version 3 Menu _
+
+
+## **How to access the OpenELIS administrator module.**
+
+
+
+1. To access the administrator module, click on Admin under the OpenELIS menu.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image6.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image6.png "image_tooltip")
+
+
+_Click on Admin_
+
+Note: Upon clicking on the admin module, the administration page for OpenELIS 3 system will be displayed.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image7.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
>>>>> gd2md-html alert: inline image link here (to images/image8.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image8.png "image_tooltip")
+
+
+_Click on Legacy Admin_
+
+Note: Upon clicking on **Legacy Admin**, the master list page will be displayed
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image9.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image9.png "image_tooltip")
+
+
+_Legacy UI master list page_
+
+
+# **PART 4:BARCODE CONFIGURATION.**
+
+
+## **How to configure barcode labels**
+
+
+
+1. Follow steps 1 and 2 under
+
+
>>>>> gd2md-html alert: undefined internal link (link text: "how to access the OpenELIS administrator module"). Did you generate a TOC with blue links? (Back to top)(Next alert) >>>>>
+
+[how to access the OpenELIS administrator module](#heading=h.but495evqliv).
+2. Click on **Barcode Configuration** under the master list page.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image10.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image10.png "image_tooltip")
+
+
+_Click Barcode Configuration_
+
+Note: The barcode configuration page has three fields namely; **Number Barcode Label**
+
+**Barcode Label Elements** and** Dimensions Barcode Label**.
+
+
+
+3. In the **Number barcode Label** section, Configure the number of bar code labels to be printed with every order and specimen and indicate the number of bar code labels that can be printed for each order or specimen.
+
+Note: Once the maximum has been reached, a user will be unable to print additional labels.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image11.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image11.png "image_tooltip")
+
+
+_Number barcode label_
+
+
+
+4. In the **Barcode Label Element **section, check the check the boxes next to the optional elements that should appear on the order and sample bar code labels
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image12.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image12.png "image_tooltip")
+
+
+_ Barcode label element_
+
+
+
+5. The **Preprinted Barcode Accession number **when checked will make use the same accession number format and pool of available numbers as Order Entry Generation Prefix for pre-printed barcode labels
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image13.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image13.png "image_tooltip")
+
+
+_Preprinted barcode accession number_
+
+
+
+6. In the section **Dimensions Barcode Label**, indicate the dimensions that bar code labels should conform to when printing.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image14.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image14.png "image_tooltip")
+
+
+_Dimensions barcode label_
+
+
+
+7. Click on the **Save** button to save the configurations
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image15.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image15.png "image_tooltip")
+
+
+_Click save_
+
+The configuration will be saved successfully.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image16.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image16.png "image_tooltip")
+
+
+_Configurations saved successful_
+
+
+# **PART 4: DICTIONARY.**
+
+The dictionary is a core component of the OpenELIS 3 Global system that allows the configuration of items such as programs by the administrator.
+
+
+## **How to access the OpenELIS Global dictionary.**
+
+
+
+1. Follow steps 1 and 2 under [how to access the OpenELIS administrator module](https://docs.google.com/document/d/1oPIYxrLgoBi4prx2-Anhe1fm4x23_QQanpE_DqAVaVA/edit?pli=1#heading=h.but495evqliv).
+2. Click on **Dictionary **under the master list page.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image17.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image17.png "image_tooltip")
+
+
+_Click on dictionary_
+
+Note: Upon clicking on the dictionary under the master page, the dictionary menu will be displayed. The menu displays a **Select **checkbox for an entry, **Category** of an entry, The **Dictionary Entry**, **Local Abbreviation** and the **Is Active **status of an entry.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image18.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image18.png "image_tooltip")
+
+
+_Dictionary menu_
+
+The **Next** button button is used to display the next 20 dictionary entries.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image19.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image19.png "image_tooltip")
+
+
+_Navigating dictionary entries_
+
+The **Previous** button is used to display the previous 20 dictionary entries.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image20.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image20.png "image_tooltip")
+
+
+_Navigating dictionary entries_
+
+
+## **How to search for a dictionary entry**
+
+
+
+1. To search for a dictionary entry, type the entry name in the **Search By Dictionary Entry **
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image21.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image21.png "image_tooltip")
+
+
+_Type the dictionary entry_
+
+
+
+2. Click on the **Search **button.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image22.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image22.png "image_tooltip")
+
+
+_Click search on the button_
+
+The searched dictionary entry will be displayed.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image23.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image23.png "image_tooltip")
+
+
+_Searched dictionary entry _
+
+
+## **How to modify a dictionary entry**
+
+
+
+1. To modify a dictionary entry, click on the **Select** checkbox next to the entry to select it.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image24.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image24.png "image_tooltip")
+
+
+_Click on the select checkbox_
+
+
+
+2. Click on the **Modify **button.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image25.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image25.png "image_tooltip")
+
+
+_Click modify_
+
+
+
+3. Edit the fields under the Edit** Dictionary** page. Fields marked with asterisks * are mandatory.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image26.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image26.png "image_tooltip")
+
+
+_Edit fields_
+
+Note: The **Exit** button will close the Edit Dictionary page without saving. The **Next **button is used to display the next dictionary entry.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image27.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
>>>>> gd2md-html alert: inline image link here (to images/image28.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
>>>>> gd2md-html alert: inline image link here (to images/image29.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image29.png "image_tooltip")
+
+
+_Click on the save button_
+
+
+## **How to add a dictionary entry **
+
+
+
+1. To add a dictionary entry, click on the **add** button.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image30.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image30.png "image_tooltip")
+
+
+_Click on add button_
+
+Upon clicking on the** Add **button, The Add Dictionary form will appear. Fields with red asterisk * are mandatory to fill.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image31.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image31.png "image_tooltip")
+
+
+_Edit dictionary page_
+
+
+
+2. Select the category from the drop-down menu 3.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image32.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image32.png "image_tooltip")
+
+
+_Select category_
+
+
+
+3. Enter the **Dictionary Entry** and the** Local Abbreviation**.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image33.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
>>>>> gd2md-html alert: inline image link here (to images/image34.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image34.png "image_tooltip")
+
+
+_Click save_
+
+The dictionary entry will be added successfully.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image35.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image35.png "image_tooltip")
+
+
+Note: The dictionary entry will be listed under pathology requests.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image36.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image36.png "image_tooltip")
+
+
+_Added dictionary entry_
+
+
+# **PART 4:TEST MANAGEMENT**
+
+
+## **How to access the test management configuration menu.**
+
+
+
+1. Follow steps 1 and 2 under [how to access the OpenELIS administrator module](https://docs.google.com/document/d/1oPIYxrLgoBi4prx2-Anhe1fm4x23_QQanpE_DqAVaVA/edit?pli=1#heading=h.but495evqliv).
+2. Click on **Test Management **under the master list page.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image37.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image37.png "image_tooltip")
+
+
+_Click on test management_
+
+Note: The test menu configuration page will be displayed. The page has two sections namely; **Spelling Corrections** and **Test Organization**.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image38.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
>>>>> gd2md-html alert: inline image link here (to images/image39.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image39.png "image_tooltip")
+
+
+_Test organization_
+
+
+# **PART 4 A: SPELLING CORRECTIONS**
+
+
+## **How to rename existing test names.**
+
+A test can be renamed due to spelling error or when the name of the test has changed. The person assigned administrator privileges to access the OpenELIS Global administrator module can rename an existing test.
+
+
+
+1. To rename an existing test name, click on rename existing test name under the spelling correction section. The test rename entry page will be displayed
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image40.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image40.png "image_tooltip")
+
+
+_Click on rename existing test names_
+
+
+
+2. Click on the name of the test you would like to edit. The edit page will be displayed which allows you to edit the name.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image41.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image41.png "image_tooltip")
+
+
+_Click on a test_
+
+Note: the edit page has four text fields that you will be required to fill in order to capture the following; name of the test in English, name of the test in French, name of the test on the report in English, and name of the test on the report in English. If you do not have access to the name in English, you can enter a substitution element but it may be that it will not comply with the guidelines for laboratory information systems. Refer to your accrediting agency.
+
+
+
+3. Type the name in the fields. In this illustration, the current name for the test is **Cd4**. the letter **d** is incorrect. To correct this, the new name has been typed as** CD4**.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image42.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image42.png "image_tooltip")
+
+
+_Type new name_
+
+
+
+4. Click on the Save button. Clicking on the **Cancel **button will cancel the editing.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image43.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image43.png "image_tooltip")
+
+
+_Click save_
+
+
+
+5. Upon clicking on the **Save **button, confirm the names entered in each text field and click on the **Accept** button. The reject button will revert back to the test name editing page.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image44.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image44.png "image_tooltip")
+
+
+_Click accept_
+
+The name of the test will be updated successfully.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image45.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image45.png "image_tooltip")
+
+
+_Test name updated_
+
+
+## **How to rename an existing panel.**
+
+A panel can be renamed due to spelling error or when the name of the test has changed. The person assigned administrator privileges to access the OpenELIS Global administrator module can rename an existing test.
+
+
+
+1. To rename an existing panel name, click on rename existing panel name under the spelling correction section. The panel rename entry page will be displayed
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image46.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image46.png "image_tooltip")
+
+
+_Click on rename existing panel_
+
+
+
+2. Click on the name of the panel you would like to edit. The edit page will be displayed which allows you to edit the panel name. Fields marked with an asterisks (*) are mandatory. In this illustration, the** NFS** panel is clicked.
+
+Note: if, however, you want to CANCEL the modification, CLICK on the **Finished**" button.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image47.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image47.png "image_tooltip")
+
+
+_Click on panel_
+
+
+
+3. Type the English name for the panel.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image48.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image48.png "image_tooltip")
+
+
+_Type English name for panel _
+
+
+
+4. Type the French name for the panel.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image49.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image49.png "image_tooltip")
+
+
+_Type French name for panel _
+
+**Note:** If you do not have access to the name in English, you can enter a substitution element but it may be that it will not comply with the guidelines for laboratory information systems. Refer to your accrediting agency.
+
+
+
+5. Click Save. The** confirmation** page will be displayed
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image50.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image50.png "image_tooltip")
+
+
+_Click save_
+
+
+
+6. Click on the **Accept** button. The panel will be renamed successfully. Otherwise, click on the reject button to reject the confirmation.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image51.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
>>>>> gd2md-html alert: inline image link here (to images/image52.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image52.png "image_tooltip")
+
+
+_Click finished._
+
+Note: The renamed panel will be displayed upon selecting the respective sample by the laboratory end users.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image53.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image53.png "image_tooltip")
+
+
+_CBC panel_
+
+
+## **How to rename existing sample types.**
+
+A sample can be renamed due to spelling error or when the name of the sample has changed. The person assigned administrator privileges to access the OpenELIS Global administrator module can rename an existing sample.
+
+
+
+1. To rename an existing sample name, click on rename existing sample name under the spelling correction section. The sample rename entry page will be displayed.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image54.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image54.png "image_tooltip")
+
+
+_Click on rename existing test sample type_
+
+
+
+2. Click on the name of the sample you would like to edit. The edit page will be displayed which allows you to edit the sample name. Fields marked with an asterisks (*) are mandatory. In this illustration, the** Sang total** panel is clicked.
+
+Note: if, however, you want to CANCEL the modification, CLICK on the **Finished**" button.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image55.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image55.png "image_tooltip")
+
+
+_Click on sample_
+
+
+
+3. Type the English name for the sample.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image56.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image56.png "image_tooltip")
+
+
+_Type English name for sample_
+
+
+
+4. Type the French name for the sample.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image57.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image57.png "image_tooltip")
+
+
+_Type French name for sample _
+
+**Note:** If you do not have access to the name in English, you can enter a substitution element but it may be that it will not comply with the guidelines for laboratory information systems. Refer to your accrediting agency.
+
+
+
+5. Click Save. The** confirmation** page will be displayed.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image58.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image58.png "image_tooltip")
+
+
+_Click save_
+
+
+
+6. Click on the accept. Otherwise, click on the reject button to reject the confirmation. The panel will be renamed successfully.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image59.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
>>>>> gd2md-html alert: inline image link here (to images/image60.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image60.png "image_tooltip")
+
+
+_Click finished._
+
+Note: The renamed sample will be displayed upon selecting the respective sample by the laboratory end users.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image61.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image61.png "image_tooltip")
+
+
+_Whole blood sample_
+
+
+## **How to rename test sections.**
+
+
+
+1. To rename an existing test section, click on rename existing section name under the spelling correction section. The section rename entry page will be displayed.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image62.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image62.png "image_tooltip")
+
+
+_Click on rename existing test sections _
+
+
+
+2. Click on the name of the section you would like to edit. The edit page will be displayed which allows you to edit the section name. Fields marked with an asterisks (*) are mandatory. In this illustration, the** **section **Hermatology** is clicked.
+
+Note: if, however, you want to CANCEL the modification, CLICK on the **Finished**" button.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image63.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image63.png "image_tooltip")
+
+
+_Click on a section_
+
+
+
+3. Type the English name for the section
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image64.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image64.png "image_tooltip")
+
+
+_Type the English name for section _
+
+
+
+4. Type the French name for the section.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image65.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image65.png "image_tooltip")
+
+
+_Type the French name for section_
+
+**Note:** If you do not have access to the name in English, you can enter a substitution element but it may be that it will not comply with the guidelines for laboratory information systems. Refer to your accrediting agency.
+
+
+
+5. Click Save. The** confirmation** page will be displayed.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image66.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image66.png "image_tooltip")
+
+
+_Click save_
+
+
+
+6. Click on the accept.The panel will be renamed successfully. Otherwise, click on the reject button to reject the confirmation.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image67.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
>>>>> gd2md-html alert: inline image link here (to images/image68.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image68.png "image_tooltip")
+
+
+
+## **How to rename existing unit of measure entries. **
+
+
+
+1. To rename a unit of measure, click on rename existing unit of measure entries under the spelling correction section. The section rename entry page will be displayed.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image69.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image69.png "image_tooltip")
+
+
+_Click on rename existing unit of measure entries_
+
+
+
+2. Click on the unit of measure entry you would like to edit. The edit page will be displayed which allows you to edit the name for the unit entry. Fields marked with an asterisks (*) are mandatory. In this illustration, **PPM **is clicked.
+
+Note: if, however, you want to CANCEL the modification, CLICK on the **Finished**" button.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image70.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image70.png "image_tooltip")
+
+
+_Click on an entry_
+
+
+
+3. Type the new name for the entry.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image71.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image71.png "image_tooltip")
+
+
+_Type the name for the entry_
+
+
+
+4. Click Save. The** confirmation** page will be displayed.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image72.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image72.png "image_tooltip")
+
+
+_Click save_
+
+
+
+5. Click on the accept.The entry will be renamed successfully. Otherwise, click on the reject button to reject the confirmation.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image73.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
>>>>> gd2md-html alert: inline image link here (to images/image74.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image74.png "image_tooltip")
+
+
+_Click finished_
+
+
+## **How to rename existing result list options.**
+
+
+
+1. To rename the result list options click on rename existing result list options under the spelling correction section. The result list options page will be displayed.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image75.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image75.png "image_tooltip")
+
+
+_Click on rename existing result list options_
+
+
+
+2. Click on the name of the result list option you would like to edit. The edit page will be displayed which allows you to edit the result list option name. Fields marked with an asterisks (*) are mandatory. In this illustration, the** hiv1 ** is clicked.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image76.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image76.png "image_tooltip")
+
+
+_Click on a result list option_
+
+
+
+3. Type the English name for the result list option.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image77.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image77.png "image_tooltip")
+
+
+_Type English name for result list option_
+
+
+
+4. Type the French name for the result list option
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image78.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image78.png "image_tooltip")
+
+
+_Type French name for result list option_
+
+**Note:** If you do not have access to the name in English, you can enter a substitution element but it may be that it will not comply with the guidelines for laboratory information systems. Refer to your accrediting agency.
+
+
+
+5. Click on the **Save** button. However, if you want to CANCEL the renaming, click on the “**Cancel**" button.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image79.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
>>>>> gd2md-html alert: inline image link here (to images/image80.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image80.png "image_tooltip")
+
+
+_Existing result list option renamed_
+
+
+## **How to rename existing methods name.**
+
+
+
+1. To rename existing methods name, click on existing methods name under the spelling correction section. The result list options page will be displayed.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image81.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image81.png "image_tooltip")
+
+
+_Click on rename existing method names_
+
+
+
+2. Click on the name of the method you would like to edit. The edit page will be displayed which allows you to edit the method name. Fields marked with an asterisks (*) are mandatory. In this illustration, the** pcr** is clicked.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image82.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image82.png "image_tooltip")
+
+
+_Click on a method_
+
+Note: if, however, you want to CANCEL the modification, CLICK on the **Finished**" button.
+
+
+
+3. Type the English name for the method.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image83.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image83.png "image_tooltip")
+
+
+_Type English name for method_
+
+
+
+4. Type the French name for the method.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image84.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image84.png "image_tooltip")
+
+
+_Type French name for method_
+
+**Note:** If you do not have access to the name in English, you can enter a substitution element but it may be that it will not comply with the guidelines for laboratory information systems. Refer to your accrediting agency.
+
+
+
+5. Click **Save**. The** confirmation** page will be displayed.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image85.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image85.png "image_tooltip")
+
+
+_Click save_
+
+
+
+6. Click on the** Accep**t button The method will be renamed successfully.. Otherwise, click on the reject button to reject the confirmation.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image86.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
>>>>> gd2md-html alert: inline image link here (to images/image87.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image87.png "image_tooltip")
+
+
+_Click finished._
+
+
+# **PART 4 B: TEST ORGANIZATION**
+
+
+## **How to view the test catalog**
+
+
+
+1. The test catalog is used for reading, searching and conducting audits of testing catalog. To access View Test Catalog, Follow steps 1 and 2 under [how to access the OpenELIS administrator module](https://docs.google.com/document/d/1oPIYxrLgoBi4prx2-Anhe1fm4x23_QQanpE_DqAVaVA/edit?pli=1#heading=h.but495evqliv).
+2. Click on** view test catalog** under **test organization. **
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image88.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image88.png "image_tooltip")
+
+
+_Click view test catalog_
+
+
+
+3. Upon clicking on **view test catalog**, click on the show **Guide checkbox** to consult the definitions of terms used in the test catalog. The guide will appear on the same page.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image89.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image89.png "image_tooltip")
+
+
+_Click show guide_
+
+Note: To close the guide, uncheck the show guide checkbox.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image90.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image90.png "image_tooltip")
+
+
+_View test catalog_
+
+
+
+4. To view a catalog for a test, click on a checkbox corresponding to the test you want to see. In this illustration, the checkbox for the Molecular** Biology **test has been clicked.
+
+Note: The list of tests and specifications appear on the same page. The specifications for each test are:
+
+
+
+ 1. Test Name
+ 2. Name in English and in French
+ 3. Name of reports
+ 4. Unit of Measure
+ 5. Test unit
+ 6. Sample Type
+ 7. Panel
+ 8. Result type
+ 9. Significant digits
+ 10. Reference Value
+ 11. Limits results by gender and age
+ 1. normal range
+ 2. valid range
+
+Note: The illustration below shows HIV VIRAL LOAD test catalog.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image91.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image91.png "image_tooltip")
+
+
+_View molecular biology test catalog_
+
+Note: To learn more about the definition of the parameters for a test, consult the guide. In these illustrations, the significance for HIV VIRAL LOAD digit is set at 2 hence two decimal points.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image92.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image92.png "image_tooltip")
+
+
+_Definition of the parameters_
+
+Note: The All checkbox when clicked will select all the tests and display the respective test catalogs.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image93.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image93.png "image_tooltip")
+
+
+_View all test catalogs_
+
+
+## **Manage methods**
+
+
+
+1. The **manage method** is used to create a new method, activate or deactivate a method. Click on the menu item ,to access the manage method page. To access Manage Method, Follow steps 1 and 2 under [how to access the OpenELIS administrator module](https://docs.google.com/document/d/1oPIYxrLgoBi4prx2-Anhe1fm4x23_QQanpE_DqAVaVA/edit?pli=1#heading=h.but495evqliv).
+2. Click on** Manage Methods** under **test organization. **
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image94.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image94.png "image_tooltip")
+
+
+_Click on manage methods_
+
+
+
+3. Click on under the method management page.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image95.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image95.png "image_tooltip")
+
+
+_Click new method_
+
+
+
+4.
+
+
+## **How to add a new test**
+
+
+
+1. To access Manage Method, Follow steps 1 and 2 under [how to access the OpenELIS administrator module](https://docs.google.com/document/d/1oPIYxrLgoBi4prx2-Anhe1fm4x23_QQanpE_DqAVaVA/edit?pli=1#heading=h.but495evqliv). Click on add new test under the **test organization** section.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image96.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image96.png "image_tooltip")
+
+
+_Click add new tests_
+
+Note: Upon clicking on **add new test**, the test add page will be displayed. Fields marked with asterisks * are mandatory. Therefore, this form cannot be saved without filling these fields. To learn more about the definitions of terms used in the test catalog, check the ** Show guide **checkbox.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image97.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image97.png "image_tooltip")
+
+
+_Show guide checkbox_
+
+To close the guide, uncheck the **Show guide **checkbox
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image98.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image98.png "image_tooltip")
+
+
+_Definition of terms_
+
+
+
+2. Fill in the English and French names for the test.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image99.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image99.png "image_tooltip")
+
+
+_Test names_
+
+
+
+3. Select a Test Section from the dropdown menu. In this illustration, **Hematology **is selected
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image100.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image100.png "image_tooltip")
+
+
+_Test section_
+
+
+
+4. Select a panel for the test if the test should belong to a panel. In this illustration, CBC is selected. To remove a selected panel, click on the "X" next to the panel.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image101.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image101.png "image_tooltip")
+
+
+_Select panel_
+
+
+
+5. Select the result type from the drop down menu. In this illustration, numeric is selected.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image102.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image102.png "image_tooltip")
+
+
+_Result type_
+
+
+
+6. Select the unit of measure for the test. In this illustration, parts per million (ppm) is selected.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image103.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image103.png "image_tooltip")
+
+
+_Unit of measure_
+
+
+
+7. Click on the **Copy from Test Name** button under** Reporting Test Name **to automatically fill in the reporting test name in English and French.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image104.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image104.png "image_tooltip")
+
+
+_Copy from test name_
+
+Note: The **Is Active **and **Orderable **checkboxes are selected by default. This means that the test can be associated with an order and that the test can be put on an order form
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image105.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image105.png "image_tooltip")
+
+
+_Test is active and orderable_
+
+
+
+8. Click on the** Next **button. Otherwise, click the **Back** button to cancel.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image106.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image106.png "image_tooltip")
+
+
+_Click next_
+
+
+
+9. Select the sample type for the test from the dropdown menu. In this illustration, serum is selected.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image107.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image107.png "image_tooltip")
+
+
+_Select sample type_
+
+Note: You can order the display of the test by dragging the position.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image108.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image108.png "image_tooltip")
+
+
+_Test display order_
+
+
+
+10. Click on the** Next **button. Otherwise, click the **Back** button to cancel. Upon clicking on the next button, a section for setting the range for the test will be displayed on the same page.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image109.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image109.png "image_tooltip")
+
+
+_Click next_
+
+
+### **How to add range for a test**
+
+The range panel is used to set the normal range, reporting range, valid range and critical range for the results of the newly created test. You have the option to set the sex dependency for either female or male. In this illustration age is used to set the range.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image110.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image110.png "image_tooltip")
+
+
+_Range panel_
+
+
+
+1. In this illustration, the age range has been set as 10 years for both male and females.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image111.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image111.png "image_tooltip")
+
+
+_Set age range_
+
+Note: the age range is now set between 0-10 for both male and female.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image112.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image112.png "image_tooltip")
+
+
+_Age range 0-10_
+
+
+
+2. Set the normal range for the test. In this illustration, the range is set between 5 and 10.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image113.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image113.png "image_tooltip")
+
+
+_Normal range_
+
+
+
+3. Set the reporting range for the test. In this illustration, the range is set between 7 and 155.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image114.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image114.png "image_tooltip")
+
+
+_Reporting range_
+
+
+
+4. Set the valid range for the test. Ideally, this is the result you would expect to get from a live human. In this illustration, the range is set between 0 and 250. Essentially, this means the results cannot be below 0 and 250.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image115.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image115.png "image_tooltip")
+
+
+_Valid range_
+
+
+
+5. Set the valid range for the test. In this illustration, the range is set between 140 and 150.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image116.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image116.png "image_tooltip")
+
+
+_Critical range_
+
+Note: You can configure the normal range for different age brackets based on gender. In the illustration below the normal range for male is set between 8 and 25 for age above 10 years to infinity. Where as the the normal range for female is set between 7 and 30 for age 10 years to infinity
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image117.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image117.png "image_tooltip")
+
+
+_Normal range age 10 years to infinity for male and female_
+
+
+
+6. To set the significance digits, click on the show guide checkbox and consult the guide on the significant digits.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image118.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image118.png "image_tooltip")
+
+
+
+
+7. Set the significant digit. In this illustration the significant digit is set to 2.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image119.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image119.png "image_tooltip")
+
+
+_Set significant digit_
+
+
+
+8. Click on the** Next **button. Otherwise, click the **Back** button to cancel.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image120.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image120.png "image_tooltip")
+
+
+_Click next_
+
+
+
+9. Click on the **accept **button. You will be navigated to the add new test page.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image121.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image121.png "image_tooltip")
+
+
+_Click accept_
+
+
+## **How to modify a test**
+
+
+
+1. You can modify existing tests in the system . To access the modify test option, Follow steps 1 and 2 under [how to access the OpenELIS administrator module](https://docs.google.com/document/d/1oPIYxrLgoBi4prx2-Anhe1fm4x23_QQanpE_DqAVaVA/edit?pli=1#heading=h.but495evqliv). Click on modify test under the **test organization** section.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image122.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image122.png "image_tooltip")
+
+
+_Click modify test_
+
+Note: Upon clicking on **modify test**, the test modification page will be displayed. To learn more about the definitions of terms used in the test modification page, check the ** Show guide **checkbox.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image123.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image123.png "image_tooltip")
+
+
+_Show guide checkbox_
+
+To close the guide, uncheck the **Show guide **checkbox
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image124.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image124.png "image_tooltip")
+
+
+_Close guide_
+
+
+
+2. To modify a test, click on the test from the list. In this illustration, Test(Red Top) is clicked. The test edit setion will be expanded on the same page.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image125.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image125.png "image_tooltip")
+
+
+_Click on test to modify_
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image126.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image126.png "image_tooltip")
+
+
+_Test modification section_
+
+
+
+3. Edit the desired fields. In this illustration, the test is edited as Red top for both English and French names.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image127.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image127.png "image_tooltip")
+
+
+_Edit test_
+
+Note: consideration should be taken in ensuring that the **panel**, **results type**,** unit of measure** fields are entered. **The Reporting Test Name** fields should also be fields upon editing the test by clicking on the The **Copy from Test Name **button.
+
+
+
+4. Click on the Next button
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image128.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image128.png "image_tooltip")
+
+
+
+
+5. Click on the Edit results ranges button.see the
+
+
>>>>> gd2md-html alert: undefined internal link (link text: "how to add range for a test "). Did you generate a TOC with blue links? (Back to top)(Next alert) >>>>>
+
+[how to add range for a test ](#heading=h.jz0j1xyz01iu) section on.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image129.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image129.png "image_tooltip")
+
+
+_Edit result range_
+
+
+
+6. Click on the Next button.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image130.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image130.png "image_tooltip")
+
+
+_Click next_
+
+
+
+7. Click on the finished button at the bottom of the page.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image131.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image131.png "image_tooltip")
+
+
+_Click finished_
+
+
+## **How to activate or deactivate a test**
+
+
+
+1. A test must be active for it to be used in laboratory orders. To activate a test, click on To access the add result select list, Follow steps 1 and 2 under [how to access the OpenELIS administrator module](https://docs.google.com/document/d/1oPIYxrLgoBi4prx2-Anhe1fm4x23_QQanpE_DqAVaVA/edit?pli=1#heading=h.but495evqliv). Click on **activate /deactivate tests **under the **test organization** section.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image132.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image132.png "image_tooltip")
+
+
+_Click activate/deactivate tests_
+
+
+
+2. Upon clicking on activate /deactivate tests, the test activation page will be displayed. Active Tests: a checked box indicates an already active test. To activate a test, check the box.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image133.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image133.png "image_tooltip")
+
+
+_click on a check box_
+
+
+
+3. Click on the** save **button at the bottom of the page.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image134.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image134.png "image_tooltip")
+
+
+_Click save_
+
+
+
+4. To sort the tests to indicate how they will be displayed, Click on the test to drag it to a desired position; this is optional. Otherwise, click on the** Next** button.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image135.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image135.png "image_tooltip")
+
+
+
+
+5. Verify the activation of the test by clicking on the **Accept** button. The test will be activated successfully.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image136.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
>>>>> gd2md-html alert: inline image link here (to images/image137.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image137.png "image_tooltip")
+
+
+_Test activated_
+
+
+
+6. To deactivate a test, click on a checkbox for an active test.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image138.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image138.png "image_tooltip")
+
+
+_Click on a checkbox for the test_
+
+
+
+7. Click on the Save button at the bottom of the page.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image139.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image139.png "image_tooltip")
+
+
+
+
+8. Verify the deactivation of the test by clicking on the **Accept** button.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image140.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
>>>>> gd2md-html alert: inline image link here (to images/image141.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image141.png "image_tooltip")
+
+
+_Test deactivated successfully_
+
+Note: Any sample types without an existing active test are deactivated and appear at the bottom, under 'Inactive Sample Types'. If one of the tests is activated, the sample type will be activated.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image142.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image142.png "image_tooltip")
+
+
+_Inactive sample_
+
+
+## **How to enable or disable test orderability**
+
+Tests that are orderable can be ordered on intake. If they are not orderable then they can only be ordered as a result of a reflex
+
+
+
+1. To enable or disable test orderability, Follow steps 1 and 2 under [how to access the OpenELIS administrator module](https://docs.google.com/document/d/1oPIYxrLgoBi4prx2-Anhe1fm4x23_QQanpE_DqAVaVA/edit?pli=1#heading=h.but495evqliv). Click on enable or disable test orderability under the **test organization** section.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image143.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image143.png "image_tooltip")
+
+
+_Click on enable or disable test orderability_
+
+Note: Test with checks are orderable, those without checks are not orderable. Change checks to change status. For a test to be able to be ordered on intake it must be both active and orderable. Tests which are active but not orderable may be requested as part of a test reflex.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image144.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image144.png "image_tooltip")
+
+
+_Enable or disable test orderability page_
+
+
+
+2. In this illustration, the orderability of the test **Stat-Pak **will be enabled by checking the checkbox.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image145.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image145.png "image_tooltip")
+
+
+_Click on the test_
+
+
+
+3. Click on the next button at the bottom of the page
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image146.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image146.png "image_tooltip")
+
+
+_Click next_
+
+
+
+4. Click on the Accept button to verify that these are the changes you want to make. In test orderability will be enabled successfully.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image147.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
>>>>> gd2md-html alert: inline image link here (to images/image148.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image148.png "image_tooltip")
+
+
+_Test orderability enabled_
+
+
+
+5. To change the test orderability for a test, click on the checkbox of the desired test.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image149.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image149.png "image_tooltip")
+
+
+_Click on checkbox_
+
+
+
+6. Click on the Next button.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image150.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image150.png "image_tooltip")
+
+
+_Click next_
+
+
+
+7. Click on the **Accept **button to verify that these are the changes you want to make. The test will be disabled successfully.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image151.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
>>>>> gd2md-html alert: inline image link here (to images/image152.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image152.png "image_tooltip")
+
+
+_Test disabled successfully_
+
+
+## **Manage test units**
+
+
+
+1. The manage test unit is used to create, set display order or assign tests to test units. To access the manage test unit, Follow steps 1 and 2 under [how to access the OpenELIS administrator module](https://docs.google.com/document/d/1oPIYxrLgoBi4prx2-Anhe1fm4x23_QQanpE_DqAVaVA/edit?pli=1#heading=h.but495evqliv). Click on manage test unit under the **test organization** section.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image153.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image153.png "image_tooltip")
+
+
+_Click manage test units_
+
+
+### **How to create a new test unit**
+
+
+
+1. Click on **create new test unit ** under the manage test unit page.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image154.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image154.png "image_tooltip")
+
+
+Click on create new test unit
+
+
+
+2. Enter both the English and French names for the new test unit. In this illustration, “Test” is entered.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image155.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image155.png "image_tooltip")
+
+
+_Enter test unit names_
+
+
+
+3. Click on the** Save **button.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image156.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image156.png "image_tooltip")
+
+
+_Click save_
+
+
+
+4. Click on the** Accept** button. The newly created test unit will be listed under the **inactive test units **section.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image157.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
>>>>> gd2md-html alert: inline image link here (to images/image158.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image158.png "image_tooltip")
+
+
+_Inactive test unit_
+
+
+### **How to assign a test to a new test unit**
+
+
+
+1. Click on the **test assignment **under the manage sample type page.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image159.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image159.png "image_tooltip")
+
+
+_Click test assignment_
+
+
+
+2. Select the test to re-assign to a different lab unit by clicking the test name. In this illustration, **Amylase (serum)** under Biochemistry Is clicked.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image160.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image160.png "image_tooltip")
+
+
+_Click test to re-assign_
+
+
+
+3. Select the test unit from the assign test section drop-down menu.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image161.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image161.png "image_tooltip")
+
+
+_Assign to test section_
+
+
+
+4. Click on the **Save **button.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image162.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image162.png "image_tooltip")
+
+
+_Click save_
+
+
+
+5. Click on the **Accept **button. The test will be reassigned to the newly created test unit.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image163.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
>>>>> gd2md-html alert: inline image link here (to images/image164.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image164.png "image_tooltip")
+
+
+_Test reassigned to new test unit _
+
+
+### **How to set test unit order**
+
+
+
+1. Click on **Set test unit order**
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image165.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image165.png "image_tooltip")
+
+
+
+ _Click set sample type order_
+
+
+
+2. To reorder the display,click on a sample and drag the position using the arrow to the position you desire. In this illustration, the **test **unit position will be repositioned to the bottom .
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image166.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image166.png "image_tooltip")
+
+
+
+ _Click to drag position_
+
+
+
+3. Notice the position of the ** test **unit. Click on the **Next **button.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image167.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
>>>>> gd2md-html alert: inline image link here (to images/image168.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image168.png "image_tooltip")
+
+
+
+ _Click accept_
+
+
+## **How to add result select list**
+
+
+
+1. The add result select list is used to create a result select list for available tests. To access the add result select list, Follow steps 1 and 2 under [how to access the OpenELIS administrator module](https://docs.google.com/document/d/1oPIYxrLgoBi4prx2-Anhe1fm4x23_QQanpE_DqAVaVA/edit?pli=1#heading=h.but495evqliv). Click on add result select list under the **test organization** section.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image169.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image169.png "image_tooltip")
+
+
+_Click add result select list_
+
+
+
+2. Enter both English and French for the new selection you wish to add the list to. In this illustration, **test** has been entered.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image170.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image170.png "image_tooltip")
+
+
+_Enter name for selection_
+
+
+
+3. Click on the** Next **button.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image171.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
>>>>> gd2md-html alert: inline image link here (to images/image172.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image172.png "image_tooltip")
+
+
+_Click save_
+
+
+
+5. To assign the new result, click on an available test.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image173.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image173.png "image_tooltip")
+
+
+_Click on an a test _
+
+
+
+6. The result “**test**” will be added to the available test. Click on the **save** button.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image174.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image174.png "image_tooltip")
+
+
+_Click save_
+
+
+
+7. Click on the Accept button. The result will be added successfully. The select list option can now be assigned to a new test.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image175.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image175.png "image_tooltip")
+
+
+_Click accept_
+
+
+## **Manage sample types**
+
+
+
+2. The manage sample type is used to create, set display order or assign tests to sample types. To access the add result select list, Follow steps 1 and 2 under [how to access the OpenELIS administrator module](https://docs.google.com/document/d/1oPIYxrLgoBi4prx2-Anhe1fm4x23_QQanpE_DqAVaVA/edit?pli=1#heading=h.but495evqliv). Click on add result select list under the **test organization** section.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image176.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image176.png "image_tooltip")
+
+
+_Click manage sample types_
+
+
+### **How to create a new sample type**
+
+
+
+5. Click on c**reate a new sample type** under the manage sample type page
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image177.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image177.png "image_tooltip")
+
+
+_Click create new sample type_
+
+
+
+6. Enter both the English and French names for the new sample type. In this illustration, a purple top vacutainer is entered.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image178.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image178.png "image_tooltip")
+
+
+_Enter sample names_
+
+
+
+7. Click on the Next button.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image179.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image179.png "image_tooltip")
+
+
+Click next
+
+
+
+8. Click on the** Accept** button. The newly created sample type will be listed under the **inactive sample types** section.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image180.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
>>>>> gd2md-html alert: inline image link here (to images/image181.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image181.png "image_tooltip")
+
+
+_Inactive sample_
+
+
+### **How to assign a test to a new sample type**
+
+
+
+1. Click on the **test assignment **under the manage sample type page.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image182.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image182.png "image_tooltip")
+
+
+_Click test assignment_
+
+
+
+2. Click on a test under the test assignment page. In this illustration, Blood count (serum)
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image183.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image183.png "image_tooltip")
+
+
+_Click on a test_
+
+
+
+3. Select the sample type to assign from the dropdown menu. The **purple top vacutainer** is selected.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image184.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
>>>>> gd2md-html alert: inline image link here (to images/image185.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image185.png "image_tooltip")
+
+
+_Click next_
+
+
+
+5. Click on the ** Accept** button. The test will be added to the sample.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image186.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
>>>>> gd2md-html alert: inline image link here (to images/image187.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image187.png "image_tooltip")
+
+
+_Test added to sample type_
+
+Note: The laboratory team can now access the newly created sample type.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image188.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image188.png "image_tooltip")
+
+
+_Adding the new sample to an order_
+
+
+### **How to establish the display order for samples**
+
+
+
+1. Click on **Set Sample Type Order **
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image189.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image189.png "image_tooltip")
+
+
+_Click set sample type order_
+
+
+
+2. To reorder the display,click on a sample and drag the position using the arrow to the position you desire. In this illustration, the **purple top vacutainer** sample type position will be repositioned to the bottom .
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image190.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image190.png "image_tooltip")
+
+
+_Click to drag position_
+
+
+
+3. Notice the position of the purple** top vacutainer** sample type. Click on the **Next **button.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image191.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
>>>>> gd2md-html alert: inline image link here (to images/image192.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image192.png "image_tooltip")
+
+
+_Click accept_
+
+
+## **How to create a unit of measure**
+
+
+
+1. The manage unit of measure is used to create units of measure. To access the manage unit of measure, Follow steps 1 and 2 under [how to access the OpenELIS administrator module](https://docs.google.com/document/d/1oPIYxrLgoBi4prx2-Anhe1fm4x23_QQanpE_DqAVaVA/edit?pli=1#heading=h.but495evqliv). Click the manage unit of measure under the **test organization** section.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image193.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image193.png "image_tooltip")
+
+
+_Click manage unit of measure_
+
+
+
+2. Click on unit of measure
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image194.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image194.png "image_tooltip")
+
+
+_Click new unit of measure_
+
+
+
+3. Enter the unit of measure under the text box. In this illustration, Micrograms per litre (mcg/L) is entered.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image195.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image195.png "image_tooltip")
+
+
+_Enter unit of measure_
+
+
+
+4. Click on the **Next** button.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image196.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image196.png "image_tooltip")
+
+
+_Click next_
+
+
+
+5. Click on the Accept button. The new unit of measure will be created successfully. Otherwise, click on the **Reject** button to cancel.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image197.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
>>>>> gd2md-html alert: inline image link here (to images/image198.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image198.png "image_tooltip")
+
+
+_Unit of measure listed successfully_
+
+
+## **Manage panels**
+
+
+
+1. The** manage panels **is used to create, set display order or assign tests to panels. To access the manage panel option, Follow steps 1 and 2 under [how to access the OpenELIS administrator module](https://docs.google.com/document/d/1oPIYxrLgoBi4prx2-Anhe1fm4x23_QQanpE_DqAVaVA/edit?pli=1#heading=h.but495evqliv). Click on add result select list under the **test organization** section.
+
+
+### **How to create a panel**
+
+
+
+1. Click on c**reate a new panel **under the type page
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image199.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image199.png "image_tooltip")
+
+
+_Click create new _
+
+
+
+2. Enter both the English and French names for the new sample type. In this illustration, **test panel** is entered.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image200.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image200.png "image_tooltip")
+
+
+_Enter panel names_
+
+
+
+3. Select the sample type from the Sample Type drop-down menu. In this illustration, Whole blood is selected.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image201.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image201.png "image_tooltip")
+
+
+_Select sample type_
+
+
+
+4. Click on the Next button.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image202.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image202.png "image_tooltip")
+
+
+_Click next_
+
+
+
+5. Click on the** Accept** button. The newly created panel will be listed under the **inactive panel **section.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image203.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
>>>>> gd2md-html alert: inline image link here (to images/image204.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image204.png "image_tooltip")
+
+
+_Inactive panels_
+
+
+### **How to assign a test to a new panel**
+
+
+
+1. Click on the **test assignment **under the page.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image205.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image205.png "image_tooltip")
+
+
+_Click test assignment_
+
+
+
+2. Select the panel to assign tests to under the panel drop-down menu.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image206.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image206.png "image_tooltip")
+
+
+
+ _Click on a panel_
+
+
+
+3. Click on the test to be assigned to the panel under available tests.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image207.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image207.png "image_tooltip")
+
+
+_Click on a test to select_
+
+
+
+4. To select multiple tests, hold the SHIFT key on your windows operating system and click on the desired tests.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image208.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image208.png "image_tooltip")
+
+
+_Selecting multiple tests_
+
+
+
+5. Click on the < arrow to move the selected test(s) under the panel.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image209.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image209.png "image_tooltip")
+
+
+_Move tests to panel._
+
+Note: To remove a test from the panel, click on the test to select it then click on the > arrow.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image210.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image210.png "image_tooltip")
+
+
+_Removing a test_
+
+
+
+6. Click on the** Save** button. A “save successful” message will be displayed.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image211.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
>>>>> gd2md-html alert: inline image link here (to images/image212.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image212.png "image_tooltip")
+
+
+_Tests assigned successfully_
+
+Note: The laboratory team can now access the newly created panel.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image213.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image213.png "image_tooltip")
+
+
+_Adding the new panel to an order_
+
+
+### **How to establish the display order for panels**
+
+
+
+1. Click on **Set Panel Order **
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image214.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image214.png "image_tooltip")
+
+
+_Click set panel order_
+
+
+
+2. To reorder the display,click on a panel and drag the position using the arrow to the position you desire. In this illustration, the **test panel** position will be repositioned to the top .
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image215.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image215.png "image_tooltip")
+
+
+
+ _Click to drag position_
+
+
+
+3. Notice the position of the** test panel** . Click on the **Next **button.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image216.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image216.png "image_tooltip")
+
+
+
+ _Click next_
+
+
+
+4. Click on the** Accept** button. The panel display position will be reordered successfully.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image217.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image217.png "image_tooltip")
+
+
+_Click accept_
+
+
+# **PART 5: USER MANAGEMENT**
+
+
+## **How to access the user management module**
+
+
+
+1. To access the main menu, click on the menu icon at the top left side of the screen.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image218.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image218.png "image_tooltip")
+
+
+_Accessing OpenELIS 3 Menu_
+
+
+
+2. Upon clicking on the menu icon, click on **Admin**.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image219.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
>>>>> gd2md-html alert: inline image link here (to images/image220.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image220.png "image_tooltip")
+
+
+_Click on legacy admin_
+
+Upon clicking on legacy admin, the master list page will be displayed. The user management menu item is listed on this page
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image221.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image221.png "image_tooltip")
+
+
+_User management _
+
+
+## **How to add a new user**
+
+
+
+1. To add a new user, click on user management.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image222.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image222.png "image_tooltip")
+
+
+_Click user management_
+
+Note: Upon clicking on user management, the user management page will be displayed. Tjis page displays a list of system user accounts.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image223.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image223.png "image_tooltip")
+
+
+_User management_
+
+Note: Use the **Next** button to see more system users. Use the **Previous** button to view the previous page of system users. The buttons are active when the list of users is large.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image224.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
>>>>> gd2md-html alert: inline image link here (to images/image225.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image225.png "image_tooltip")
+
+
+_Previous button_
+
+
+
+2. To add a new user, click on the **Add New User** button. The new user form will be displayed. Fields marked with a red asterisk * are mandatory to fill.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image226.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image226.png "image_tooltip")
+
+
+_Click add new user_
+
+
+
+3. Fill in the** Login Name**, **Password**, **First Name** and** Last Name**.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image227.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image227.png "image_tooltip")
+
+
+_Fill in account details_
+
+
+
+4. Fill in the **Password Expired Date**, **User Time Out **in minutes or leave the default values
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image228.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image228.png "image_tooltip")
+
+
+_Password expiration and user time out_
+
+
+
+5. Select Y (Yes) or N (No) radio buttons for : Account Locked Account Disabled Is Active.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image229.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image229.png "image_tooltip")
+
+
+_Select radio buttons_
+
+Note: To assign permissions to the account, you use the **Copy Permissions** feature to copy the permissions of an existing user.Ensure that you have filled all the information above and enter the **user name **whose permissions you want to copy into the box and click apply.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image230.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image230.png "image_tooltip")
+
+
+Copy permissions
+
+
+
+6. Select the checkboxes for the global roles that can be performed using the account.
+
+Note: The available **Global Role**s are: GLobal Administrator (Access to all Admin Functions) Audit Trail (Access to all Audit Trail) ,User Account Administrator (has access to all the user account administration features ,but not any other admin functions).
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image231.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image231.png "image_tooltip")
+
+
+_Set account global role(s)_
+
+
+
+7. To assign Lab Unit Roles ,select all lab units or the specific lab unit from the drop down and select any roles you would like to set.
+
+Note: The **Lab Unit Roles** are: Reception (Access to the Order, Patient, and Non-Conformity Tabs) ,Results (Access to the Work Plan, Non-Conformity, and Results Tabs) ,Validation (Access to the Validation and Non-Conformity Tabs) , Reports (Access to Reports Tab except CSV export only Available for Global Administrators). In this illustration, **All Lab Unit** is the default lab unit role. The** All Permissions** checkbox is selected.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image232.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image232.png "image_tooltip")
+
+
+_Set lab unit roles_
+
+
+
+8. Click on the** Save **button. The user will be added successfully. The **Exit** button is used to cancel the add new user.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image233.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
>>>>> gd2md-html alert: inline image link here (to images/image234.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image234.png "image_tooltip")
+
+
+_Account created successfully_
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diff --git a/docs/User Manual.md b/docs/User Manual.md
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+++ b/docs/User Manual.md
@@ -0,0 +1,6499 @@
+
+
+----->
+
+
+
>>>>> PLEASE check and correct alert issues and delete this message and the inline alerts.
+
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image1.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image1.png "image_tooltip")
+
+
+**OpenELIS Global **
+
+**Laboratory Information System Software **
+
+**User Manual **
+
+Version 3.0
+
+October 2023
+
+For information on OpenELIS Global,
+
+ visit [www.openelisglobal.org ](http://www.openelisglobal.org)
+
+
+
+Or contact:
+
+
+
+Casey Iiams-Hauser
+
+OpenELIS Global Product Owner
+
+Digital Initiatives Group at I-TECH (DIGI) University of Washington digit@uw.edu
+
+
+[TOC]
+
+
+
+# **PART 1: NAVIGATING OpenELIS GLOBAL**
+
+The OpenELIS Global system is made up of a variety of concise screens and workflows to help with the collection, management, and reporting of laboratory data. The use of this system is intended to provide a structured approach to managing the data within the clinical laboratory setting to ensure high-quality testing processes and results data that is then made accessible to external systems and people in the clinical, population, and programmatic health workflows.
+
+
+## **How to login to OpenELIS**
+
+To login to OpeELIS, You will require a** username** and** password** obtained from the administrator of your OpenELIS instance.
+
+1. Type in your **username** and **password** and click on the** Submit** button.
+
+**Notice**: Access to this service is for authorized personnel only. If you do not have the expressed authorization of the administrator, you must exit now. This organization prohibits unauthorized access, disclosure, duplication, modification, diversion, destruction, loss, misuse, or theft of its information.
+
+
+#
+
+
>>>>> gd2md-html alert: inline image link here (to images/image2.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image2.png "image_tooltip")
+
+
+_OpenELIS Global 3.0 Login page_
+
+Once you connect to OpenELIS Global, the home page will display the laboratory management statistics for your understanding of the current state of the lab testing processes.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image3.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image3.png "image_tooltip")
+
+
+_OpenELIS Statistics_
+
+
+## **How to change the language on OpenELIS**
+
+
+
+1. Hover the mouse to the top right corner and click on the profile icon
+
+
>>>>> gd2md-html alert: inline image link here (to images/image4.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
>>>>> gd2md-html alert: inline image link here (to images/image5.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image5.png "image_tooltip")
+
+
+_Accesing Language Preferences_
+
+
+
+2. To change the language from English to French, click on the drop down menu.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image6.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image6.png "image_tooltip")
+
+
+_Language Drop-down Menu_
+
+
+
+3. Hover the mouse and click on French
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image7.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image7.png "image_tooltip")
+
+
+_Change language _
+
+The default language will be changed from English to French
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image8.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image8.png "image_tooltip")
+
+
+_Language Change _
+
+
+## **How to access the OpenELIS menu**
+
+To access the main menu, click on the menu icon at the top left side of the screen.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image9.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image9.png "image_tooltip")
+
+
+_Accessing OpenELIS 3 Menu_
+
+Upon clicking on the menu icon, the OpenELIS menu will be displayed on the left side of the screen with modules that reflect the main activities of the laboratory workflow. The cancel will close the side menu item.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image10.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image10.png "image_tooltip")
+
+
+_OpenELIS Global Version 3 Menu _
+
+The modules are presented in the order of the laboratory workflow. The main menu always remains on the page and you can navigate to other modules to suit your work needs.
+
+The modules are:
+
+
+
+1. Order
+2. Patient
+3. Non-Conforming Events
+4. Workplan
+5. Pathology
+6. Immunohistochemistry
+7. Cytology
+8. Results
+9. Validations
+10. Reports
+
+Additional modules include
+
+
+
+1. Admin
+ 1. Information about the software and set-up
+ 2. Menus to configure various parts of the systems
+ 3. Menus to manage users
+ 4. Menus to manage the test catalog
+
+_The guide for this module is available separately_
+
+
+
+1. Help
+ 1. User Manual is available here
+
+
+# **PART 2: QUICK TROUBLESHOOTING**
+
+
+
+1. Be sure to use your own login credentials and password. If you need to reset your password, contact your system administrator or other designated User Manager.
+2. Select the language (English or French) after logging in.
+3. If the Save button is not activated, check that you have completed all required fields.
+4. Required fields are marked by a red asterisk: *
+
+
+# **PART 3: QUICK LINKS**
+
+
+
+1. [How to create a laboratory analysis order for an existing patient](#how-to-create-a-laboratory-analysis-order-for-an-existing-patient-9)
+2. [How to set up batch order entry without individual patient data](#how-to-set-up-batch-order-entry-without-individual-patient-data-36)
+3. [How to print barcode labels](#how-to-print-barcode-labels-47)
+4. [How to create a work plan by test type, by panel type, unit type or by priority](#how-to-create-a-work-plan-by-test-type-by-panel-type-unit-type-or-by-priority-49)
+5. [How to create a pathology case.](#how-to-create-a-pathology-case-54)
+6. [How to create an immunohistochemistry test.](#how-to-access-the-immunohistochemistry-module-and-create-an-immunohistochemistry-test-71)
+7. [How to create a cytology test order.](#how-to-create-a-cytology-test-order-94)
+8. [How to report a non-conforming event (NCE)](#how-to-report-a-non-conforming-event-nce-123)
+9. [How to fill the result entry section.](#how-to-fill-the-result-entry-section-143)
+10. [How to get to the results validation page](#how-to-get-to-the-results-validation-page-147)
+11. [How to generate all other reports.](#how-to-generate-a-report-by-by-study-170)
+
+
+# **PART 4: ENTERING LABORATORY ORDERS**
+
+OpenELIS is organized around laboratory orders which are made up of samples and their associated tests. The laboratory order must also be associated with a patient. The guides in this section include:
+
+
+
+* How to create a laboratory analysis order
+* How to modify or update a laboratory order
+* How to add or update a patient’s information
+
+
+## **How to create a laboratory analysis order for an existing patient**
+
+
+
+1. Hover the mouse to the top left and click on the hamburger icon on the top left of the screen to open the menu.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image11.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image11.png "image_tooltip")
+
+
+_Access the OpenELIS menu_
+
+
+
+2. Hover the mouse and click on the drop-down menu under the Orders** **module**. **
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image12.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
>>>>> gd2md-html alert: inline image link here (to images/image13.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image13.png "image_tooltip")
+
+
+_Accessing Add Order_
+
+Upon clicking on Add Order, the **Test Request** form will be displayed. This form has four parts: **Patient Infor**, **Program Selection**,** Add Sample** and **Add Order**
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image14.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image14.png "image_tooltip")
+_Test Request Form_
+
+The **Test Request Form** allows for the searching of an existing patient and or create a new patient and filling the lab request form for the patient. The **Search for Patient tab** is displayed by default.
+
+
+
+4. To search for an existing patient, type the patient identification number under the **Patient Id** text field and click on the **Search **button
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image15.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image15.png "image_tooltip")
+
+
+_Patient Search Using Patient ID _
+
+The search will return a matching patient under the **Patient Results** table
+
+
+
+5. Click on the radio-button to select the patient.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image16.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image16.png "image_tooltip")
+
+
+_Select Searched Patient_
+
+
+
+6. The patient bio-data will be populated in the fields under the **Search for Patient **tab.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image17.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image17.png "image_tooltip")
+
+
+_Searched Patient Information_
+
+
+
+7. The Additional Information panel displays the address hierarchy for the patient click on the drop-down menu to expand the panel.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image18.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image18.png "image_tooltip")
+
+
+_Expand Panel to View Additional information_
+
+
+
+8. Patient additional information can be added by clicking on a field and typing or selecting the respective information from the drop-down menu.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image19.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image19.png "image_tooltip")
+
+
+
+
+9. Click** Next** button to fill in Program selection for the order.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image20.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image20.png "image_tooltip")
+
+
+_Click to Navigate to Next Section _
+
+Clicking on the Next button will navigate you to **Program Selection**. The drop-down menu under **program **allows you to select a program. The Back button will navigate you back to **Patient Information.**
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image21.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image21.png "image_tooltip")
+
+
+_Program selection_
+
+
+
+10. To select a program, click on the program drop-down menu and click on a program under the menu list. In this illustration, **Histopathology** is the program that has been selected.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image22.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image22.png "image_tooltip")
+
+
+_Select a Program_
+
+**Note: **The fields to be filled for a program are determined by the selection of a program. The illustration below shows the fields to be filled when Histopathology program is selected.
+
+
+
+11. Fill in the fields for the program and click on the **Next **button.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image23.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image23.png "image_tooltip")
+
+
+_Click Next Button_
+
+The **Add Sample **page allows for the addition of samples by selecting a sample type. A sample can also be rejected under this page.
+
+
+
+12. To Add a sample, click on the** select sample type** drop-down menu item and select the sample In this instance, histopathology was selected as a program we have selected** Tissue Antemortem** as the sample.
+13. Fill in the collection date (The system time is picked by default) and Collector.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image24.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image24.png "image_tooltip")
+
+
+_Select Sample _
+
+**Note:** The **Reject Sample** check box upon checking will prompt the selected sample to be rejected. The Remove Sample label will remove the current sample.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image25.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image25.png "image_tooltip")
+
+
+_Reject Sample and Remove Sample_
+
+
+
+14. Use the **Choose Available test** search text box to search through the available tests. In this illustration, “**patho**” is typed and **Histopathology Examination** is the displayed results that shall be selected
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image26.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image26.png "image_tooltip")
+
+
+_Searching For Available Tests_
+
+**Note: **The ordered test will be selected for the pathology examination. The corresponding check-box in the list will also be checked in the list of available tests.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image27.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
>>>>> gd2md-html alert: inline image link here (to images/image28.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image28.png "image_tooltip")
+
+
+_Order Test Checkbox for Histopathology_
+
+**Note: **A test can be referred to a reference lab.
+
+
+
+15. To refer a test to a reference lab, click on the **Refer test to a reference** lab checkbox
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image29.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image29.png "image_tooltip")
+
+
+_Refer test to a reference lab _
+
+Note: You can add and remove samples for the patient.
+
+
+
+16. To add a sample, click on the **Add Sample** button.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image30.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image30.png "image_tooltip")
+
+
+_Add Sample_
+
+
+
+17. Select the sample.
+18. Fill in the collector field.
+19. Search through the available panel for the sample and search through the available test for the sample.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image31.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image31.png "image_tooltip")
+
+
+
+
+20. To remove the added sample, click on **Remove Sample**
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image32.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image32.png "image_tooltip")
+
+
+_Remove Sample_
+
+
+
+21. Click on the **Next **button to Add the Order.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image33.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image33.png "image_tooltip")
+
+
+_Click Next Button_
+
+The Order section has numerous fields for capturing the order. These include: Lab Number, Priority, Site Name, Ward/Unit, Names of the requester and email address, patient payment status and Sampling performed for analysis.
+
+
+
+22. Scan the barcode for your sample or manually enter the lab number by clicking on **Lab Number**.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image34.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image34.png "image_tooltip")
+
+
+_Scan or Generate Lab Number_
+
+
+
+23. Select the Priority for the order under the Priority drop-down menu
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image35.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image35.png "image_tooltip")
+
+
+_Select Priority_
+
+
+
+24. Fill in the site name and select the ward/department/unit from the drop-down menu.
+25. Fill in the requester’s names and phone number.
+26. Select the payment status for the patient from the drop-down menu
+27. Select the sampling performed for analysis from the drop-down menu.
+
+Note: You may optionally check the **Remember site and requester **checkbox
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image36.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image36.png "image_tooltip")
+
+
+_Fill Add Order Form_
+
+
+
+28. You can optionally fill in the results reporting for both the patient and the requester by choosing Email or short message services (SMS) or both. Otherwise, click the **Submit **button.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image37.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image37.png "image_tooltip")
+
+
+_Submit Test Request_
+
+
+
+29. Click on the Print Barcode button to print the barcode for attaching on the sample.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image38.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image38.png "image_tooltip")
+
+
+_Print Barcode _
+
+The barcode will be printed on your screen. Click on the download button on the top right to download it on your workstation. Click on the printer icon to print the barcode on your connected printer.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image39.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image39.png "image_tooltip")
+
+
+_Download or Print Barcode_
+
+
+## **How to create a laboratory analysis order for a new patient**
+
+
+
+1. Follow steps 1 to 3 under the[ how to create a laboratory analysis order for an existing patient](#how-to-create-a-laboratory-analysis-order-for-an-existing-patient-9) section
+2. Click on the New patient tab and fill in the patient information section.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image40.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image40.png "image_tooltip")
+
+
+_New Patient Information _
+
+
+
+3. Fill in the emergency contact information
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image41.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image41.png "image_tooltip")
+
+
+_New Patient emergency contact informatio_n
+
+
+
+4. Fill in the fields under the additional information panel and click on the **Next** button.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image42.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image42.png "image_tooltip")
+
+
+
+
+5. Follow steps 4 to 30 under how[ to create a laboratory analysis order for an existing patient](#how-to-create-a-laboratory-analysis-order-for-an-existing-patient-9) section.
+
+
+## **How to modify or update a laboratory order**
+
+Use this function when you want to:
+
+
+
+1. Change specimen for a test under the **Program Selection** tab
+2. Modify sample collection date and time under the **Add Order** tab
+3. Remove samples for current test **Add Order** tab
+4. Check results as collected and cancel a test for the sample under **Add Order** tab
+5. Add a sample
+1. To modify a laboratory order, hover the mouse to the top right of your screen and click on the hamburger menu item to open the OpenELIS Global menu.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image43.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image43.png "image_tooltip")
+
+
+_Accessing OpenELIS 3 Menu_
+
+
+
+2. Click on click on Order to expand.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image44.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
>>>>> gd2md-html alert: inline image link here (to images/image45.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image45.png "image_tooltip")
+_Edit Order_
+
+
+
+4. The Modify Order form allows you to search for the order using the laboratory accession number and clicking on the **Submit **button
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image46.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image46.png "image_tooltip")
+_Search By Accession Number_
+
+Alternatively, use the patient information to search for the lab order that is to be modified. The patient identification number can be used to search for the order to be modified. The patient names can also be used in the event the patient does not have an identification number.
+
+
+
+5. To search for the laboratory order using the patient information, type in the patient Identification number under the Alternatively, use the to search for the lab order that is to be modified.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image47.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image47.png "image_tooltip")
+
+
+_Search Patient by ID_
+
+
+
+6. Click on the radio button to select the patient under the **Patient Results**
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image48.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image48.png "image_tooltip")
+
+
+_Click on Searched Patient _
+
+You can edit the information under the** Program Selection **tab:
+
+
+
+ 1. Specimen and Specimen Type
+ 2. Clinical diagnosis and Previous Surgery and or Treatment
+ 3. Unit Number and Private Reference Number
+7. Click the **Next** button
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image49.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image49.png "image_tooltip")
+
+
+_Modify Program_
+
+You can edit the information under the** Add Sample **tab:
+
+
+
+ 4. Sample collection date and time.
+ 5. Remove the sample from the test request.
+ 6. Check the check-box for recording results.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image50.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image50.png "image_tooltip")
+
+
+_Edit Test Request for Current Test_
+
+
+
+ 7. Assign available tests by checking the assign checkbox.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image51.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image51.png "image_tooltip")
+
+
+_Assign available tests_
+
+
+
+ 8. Add samples and the collector of the sample as well as search for the panels and tests available for the samples
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image52.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
>>>>> gd2md-html alert: inline image link here (to images/image53.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image53.png "image_tooltip")
+
+
+_Click Next _
+
+You can edit the following fields under the **Order** tab:
+
+
+
+ 9. Laboratory number and priority.
+ 10. Request Date, Received Date,Reception Time and Date of next visit.
+ 11. Site name and ward/department/unit.
+ 12. Requester information.
+ 13. Patient payment status.
+9. Click on the Submit button to effect the changes.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image54.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image54.png "image_tooltip")
+
+
+_Modify Order_
+
+
+# **PART 5: ELECTRONIC ORDERS**
+
+Orders sent electronically to OpenELIS will appear here with their order, sample, and test information. To access electronic orders follow the steps below:
+
+
+
+1. Click on Incoming Orders
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image55.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image55.png "image_tooltip")
+
+
+_Click on Incoming Orders _
+
+
+
+2. Click on Order and select a term from the dropdown menu to sort the list of electronic orders.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image56.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image56.png "image_tooltip")
+
+
+_Electronic Orders_
+
+
+
+3. Electronic orders can be searched by entering family name, National ID, lab number from referring lab or patient number and clicking on the **Search** button
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image57.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image57.png "image_tooltip")
+
+
+_View Electronic Order_
+
+
+# **PART 6: BATCH ORDER ENTRY**
+
+The batch order entry can speed up the order entry process when you receive a group or batch of orders with the same sample type, test and/or facility of origin
+
+Illustration, suppose you receive a batch of 100 DBS samples for viral load testing from North Regional Hospital, you can use batch order entry to set the sample type, test and hospital for all the samples at once. Then, you can rapidly print barcode labels for each sample. You have the option to include patient information right away, or save that data entry for a later point in time.
+
+
+## **How to set up batch order entry without individual patient data**
+
+
+
+1. Hover the mouse over the hamburger icon and click to open the menu.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image58.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image58.png "image_tooltip")
+
+
+_Access the OpenELIS menu_
+
+
+
+2. Click on **Orders** to expand.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image59.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
>>>>> gd2md-html alert: inline image link here (to images/image60.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image60.png "image_tooltip")
+_Batch Order Entry_
+
+
+
+4. Click the **Order** tab and select **Batch Order Entry**.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image61.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image61.png "image_tooltip")
+_Click on Batch Order Entry_
+
+Note: Fields marked with an asterisks (*)are mandatory.
+
+
+
+5. In the Order section, verify the **Current Date** in the format dd/mm/yyyy and **Current Time **in the format hh:mm
+6. You can change the **Received Date** in the format dd/mm/yyyy and **Reception Time** in the format hh:mm.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image62.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image62.png "image_tooltip")
+_Batch Order Entry Current Date and Time_
+
+
+
+7. Select the **Form,** if applicable. The selections will depend on your local configuration. In this illustration, the **Routine Testing **form is selected by clicking on the drop-down menu and clicking on the form.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image63.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image63.png "image_tooltip")
+_Form Selection _
+
+
+
+8. In the Sample Section, Click on the **Sample Type** from the dropdown menu.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image64.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image64.png "image_tooltip")
+_Click on Sample Type Drop-down Menu_
+
+
+
+9. Select the sample from the drop-down menu items. In this illustration, Stool culture is selected as the sample type
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image65.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image65.png "image_tooltip")
+_Sample Selected_
+
+
+
+10. Check the box(es) corresponding to the desired panel(s) and test(s). In this illustration, the check box for stool culture is checked.
+
+Note: The number of panels and tests available for a sample depends on the type of sample (serum, plasma, blood, urine). The sample type and test will be the same for the entire batch being entered.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image66.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image66.png "image_tooltip")
+_Select Panels and Available tests _
+
+
+
+11. In the Configure Barcode Entry section, select the **Barcode Method **from the dropdown list. Choose **Pre-Printed **if the barcodes you are using are already printed labels. Choose **On Demand **if you will print the entire barcode label from OpenELIS.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image67.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image67.png "image_tooltip")
+_Configure Barcode Entry_
+
+Note: **Facility ID **and **Patient Information **are **Optional Fields**.
+
+
+You can add **Facility ID **for the batch if they all have the same facility of origin. Check the box for **Facility ID** and enter the ID in the text field.
+
+The section under** How to set up batch order entry with individual patient data **provides a step by step guide on how to use the Patient Info field.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image68.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image68.png "image_tooltip")
+_Checkboxes for Optional Field_s
+
+
+
+12. Click the **Next** button at the bottom of the page.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image69.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image69.png "image_tooltip")
+_Click Next Button_
+
+A new page appears which gives you the summary of the sample and the option to save and print.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image70.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image70.png "image_tooltip")
+_Batch Order Entry Form_
+
+
+
+13. You can update the **Current Date, Current Time, Received Date **and **Received Time **as needed.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image71.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image71.png "image_tooltip")
+_Update Common Fields_
+
+Verify that the** Sample Type **and **Test Name** are correct.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image72.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image72.png "image_tooltip")
+ _Sample Type and Test Name _
+
+
+
+14. Click **Save & Print. **
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image73.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image73.png "image_tooltip")
+_Save and Print _
+
+The **Current Accession Number **for the first sample in the batch will be generated automatically and the barcode label will appear below.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image74.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image74.png "image_tooltip")
+_Current Accession Number_
+
+
+You can enter any other accession/laboratory numbers associated with the sample (for example, the number assigned by the referring lab or facility) in the field **Previous Accession Numbers** to facilitate tracing.
+
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image75.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image75.png "image_tooltip")
+_Previous Accession Number_
+
+
+
+15. Scroll within the barcode window to see all the labels: one for the paperwork and labels for the sample.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image76.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image76.png "image_tooltip")
+_Barcode Label_
+
+
+
+16. To go to the next sample in the batch, click the** Next Label **button. Repeat Steps 14-15.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image77.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image77.png "image_tooltip")
+_Enter Next Batch_
+
+
+
+17. Once you have entered all the samples in the batch, scroll down and click the **Finish **button.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image78.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image78.png "image_tooltip")
+_Finish Batch Order Entry _
+
+At a later point, go to **Order Entry** on the Order tab and scan the barcode to pull up the order and enter the patient data at that time.
+
+
+## **How to set up a batch order entry with individual patient data.**
+
+
+
+1. Complete Steps 1-11 of** How to set up batch order entry without individual patient data**.
+2. Check the box next to **Patient Info **under **Optional Fields. **Click the **Next **button.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image79.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image79.png "image_tooltip")
+_Patient Info Check-box _
+
+The Batch Entry page will appear with a section **Sample Specific Fields**. This page allows for searching for information for an existing patient as well as creating a new patient
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image80.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image80.png "image_tooltip")
+_Batch Order Entry Form_
+
+You will need to search for the patient in the database. The search criterion is as follows:
+
+
+
+1. Patient’s last name (surname or family name)
+2. Patient’s first name (given name)
+3. Patient’s last and first name, separated by a comma
+4. Patient’s identification code
+5. A previous lab order number associated with that patient- you can scan a barcode or enter this manually
+3. Type in the search term (the name or code number) into the search field and click **Search. **In this illustration, the patient's last name is used as the search parameter.
+
+The search results appear in a tabular format listing the patient, their birth date, and identification code. Select the patient that matches the one you want by clicking on the radio button next to that patient. The patient form will populate with that patient’s information. The radio-button for the first result is selected by default.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image81.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image81.png "image_tooltip")
+_Patient Search _
+
+If there are no results that match the desired patient, you will have to create a new patient record.
+
+
+
+4. Click on **New Patient** button to clear the form if needed.
+5. Enter the patient’s **Patient ID, National ID, Last Name, First Names, Date of Birth **or **Age, **and **Sex (Gender). **
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image82.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image82.png "image_tooltip")
+_Create New Patient_
+
+**NOTE: **Age is calculated automatically from the date of birth. If date of birth is not available but age is known, enter age only and a proxy date of birth will be assigned
+
+
+
+6. Complete Steps 13-17 of How to set up batch entry without individual patient data.
+
+
+## **How to print barcode labels**
+
+
+
+1. Hover the mouse over the Order tab, select Print Barcode Labels.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image83.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image83.png "image_tooltip")
+
+
+_Print Barcode Labels_
+
+The Print Barcode Label page will appear. You can do the following under the **Pre-Print Barcodes** section:
+
+
+
+1. Enter number of label sets
+2. Enter number of order labels per set
+3. Enter the number of specimen labels per set
+4. Enter the total labels to print. This will set the number of barcodes to be printed.
+5. Check the optional check-box for facility ID
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image84.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image84.png "image_tooltip")
+_Pre-print Barcodes_
+
+
+
+2. Select the** Sample Type **from the drop-down menu and the corresponding panel(s) and available tests.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image85.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image85.png "image_tooltip")
+
+
+_Select Sample Type, Panels and Available Tests_
+
+
+
+3. Click on the **Pre-Print Label** button. The barcode will be displayed. Use the scroll bar to scroll through the labels.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image86.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image86.png "image_tooltip")
+
+
+_Pre-print Labels _
+
+
+
+4. Click on the printer icon at the top right to print the labels.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image87.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image87.png "image_tooltip")
+
+
+_Launch Printer Dialogue _
+
+
+# **PART 7: WORK PLANS**
+
+The laboratory can use work plans to facilitate work assignments for lab units, individual technicians, and dispatch of samples within the lab.
+
+Work Plans list the samples and tests to be done. The work plan can be organized by a single test or a panel, or for an entire lab unit.
+
+
+## **How to create a work plan by test type, by panel type, unit type or by priority**
+
+
+
+1. Hover the mouse over the hamburger icon to open the menu.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image88.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image88.png "image_tooltip")
+
+
+_Access the OpenELIS menu _
+
+
+
+2. Click on **Work Plan** to expand.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image89.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image89.png "image_tooltip")
+_Accessing Work Plan_
+
+
+
+3. Click on the type of work plan you want: **By Test Type, By Panel Type, ** **By Unit **or **By Priority.**
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image90.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image90.png "image_tooltip")
+
+
+_Work Plan By Test Type_
+
+The work plan by test type page will be displayed.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image91.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image91.png "image_tooltip")
+
+
+_Work Plan By Test Page_
+
+
+
+4. Select the Test Type from the drop-down menu.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image92.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image92.png "image_tooltip")
+_Select Test Type _
+
+The work plan will appear shown below. The work plan lists all orders for that Test, Panel, Unit or Priority that need to be done, along with the Patient ID (Subject Number), Received Date, Technician ID and other information depending on your local configuration. They are listed in order by lab number.At the top of the page the number of **Total Tests **on the work plan. A **Red Flag** next to an order indicates that either the sample or order has been reported for a non-conforming event. ** **
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image93.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image93.png "image_tooltip")
+_Work Plan By Test_
+
+
+
+5. To create a work plan by **Panel type**, **Unit type** or** By Priority** follow steps 1-4.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image94.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image94.png "image_tooltip")
+_Work Plan by Panel Type _
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image95.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image95.png "image_tooltip")
+_Work Plan by Unit_
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image96.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image96.png "image_tooltip")
+_Work Plan by Priority_
+
+
+
+6. Check the **Remove **checkbox next to the lab number to remove a test from the workplan. This can be used to create different work plans for different technicians, see the illustration below;
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image97.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image97.png "image_tooltip")
+_Remove Tests From Work Plan_
+
+
+
+7. To print the work plan, verify that all the tests that you want in the workplan appear then click on the **Print Work plan **button.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image98.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image98.png "image_tooltip")
+
+
+_Print Work Plan_
+
+A new window will open with a PDF version of the work plan. This can be printed from your browser application.
+
+
+# **PART 8: PATHOLOGY**
+
+The pathology module focuses on conducting tests and examinations related to pathology. A pathologist can use this module to analyze various types of specimens, including tissues, cells, and bodily fluids, to diagnose diseases and provide valuable information for patient care and medical research.
+
+
+## **How to create a pathology case.**
+
+
+
+1. To create a pathology case, follow steps 1 to 29 under [how to create a laboratory analysis order for an existing patient.](#how-to-create-a-laboratory-analysis-order-for-an-existing-patient-9)
+
+
+## **How a pathology specimen is processed by a laboratory technician.**
+
+
+
+1. To access the Pathology module, hover the mouse over the hamburger icon and click to open the menu.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image99.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image99.png "image_tooltip")
+
+
+_Access the OpenELIS menu _
+
+
+
+2. Click on the **Pathology** module to expand.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image100.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
>>>>> gd2md-html alert: inline image link here (to images/image101.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image101.png "image_tooltip")
+
+
+_Click on Dashboard_
+
+The dashboard for pathology will be displayed. The dashboard provides summaries for **Cases in progress**, **Awaiting Pathology Review, Additional Pathology Request **and **Complete **test in a week
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image102.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image102.png "image_tooltip")
+
+
+_Pathology Dashboard_
+
+All the pathology test requests entered under **Add Order** (Test Request) are displayed under a table that displays the **Request Date**, **Stage**, **Last Name**, **Assigned Technician**, **Assigned Pathologist** and **Lab Number**.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image103.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image103.png "image_tooltip")
+
+
+_Pathology Requests_
+
+
+
+4. The pathology module allows you to filter the test request . Click on the My cases checkbox to filter the cases.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image104.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image104.png "image_tooltip")
+
+
+_Filter Pathology Cases_
+
+
+
+5. The Status dropdown menu is used to filter the pathology cases by their status.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image105.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image105.png "image_tooltip")
+
+
+_Status_
+
+
+
+6. You can filter the requests in an ascending or descending order for each menu item For instance, click on the **Lab Number** menu item.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image106.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image106.png "image_tooltip")
+
+
+_Filter Request by Ascending or Descending Order_
+
+
+
+7. To search for a pathology test, enter the patient name or the lab number under the **Search by LabNo or Family Name **text field. The search results will retort a list of matching patients.The cancel icon** (x) **is used to cancel the search.
+8. Click on the desired patient from the search result. In this illustration, the** Start **button is clicked.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image107.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image107.png "image_tooltip")
+
+
+_Search Patient _
+
+**Note**: The top sections of the pathology page display information about the pathology request.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image108.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image108.png "image_tooltip")
+
+
+_Pathology Test Information_
+
+**Note: **There is a sequence of stages in pathology examination. The **Status** drop-down menu provides a list of the different stages. The first stage is known as **grossing** which is the default stage in preparing a pathology sample.
+
+
+
+9. In this illustration, the drop-down menu item is clicked and **processing** is the status that will be selected.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image109.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image109.png "image_tooltip")
+
+
+_Select Status from Drop-down Menu _
+
+
+
+10. Select** **technician** **to assign for processing the specimen from the drop-down menu items. In this illustration, Test, Test is the selected technician .
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image110.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
>>>>> gd2md-html alert: inline image link here (to images/image111.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image111.png "image_tooltip")
+
+
+_Click Save_
+
+
+
+12. The Blocks section allows you to add the number of blocks that will be used for specimen processing. Click on the upward facing arrow to add the number of blocks then click on the Add Block button. In this illustration, three blocks will be added.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image112.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image112.png "image_tooltip")
+
+
+_Add Block(s)_
+
+
+
+13. Fill in the locations for the blocks. These could be racks where the specimens are stored. You can print labels for the blocks by clicking on the **Print Label **button
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image113.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image113.png "image_tooltip")
+
+
+_Filling Block Location and Printing a Label _
+
+In this illustration, the location has been entered and a label printed for one of the blocks.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image114.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image114.png "image_tooltip")
+
+
+_Blocks Locations for Blocks_
+
+
+
+14. Once the Blocks have been set, Click on the upward facing arrow to add the number of slides then click on the Add Slide(s) button.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image115.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image115.png "image_tooltip")
+
+
+_Add Slides _
+
+
+
+15. Fill in the location for the slides.
+16. Click the Upload button to upload scanned copies of the slides. This allows a pathologist to view the copies of the slides if the pathologist is not physically located in the lab.
+17. Click on the Print Label button to print the labels for the slides.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image116.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image116.png "image_tooltip")
+
+
+_Preparing Slides _
+
+
+
+18. Once the specimens have been sliced in the slides. They can be stained by clicking on the **Status **drop-down menu and selecting the** Staining **status.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image117.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image117.png "image_tooltip")
+
+
+_Status: Staining Slides_
+
+
+
+19. Click on the** Save **button upon changing the status.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image118.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image118.png "image_tooltip")
+
+
+_Click on Save_
+
+
+
+20. Once the specimens have been stained, they are now ready for review by a pathologist. Click on the **Status **drop-down menu and select the** Ready for pathologists **status.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image119.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image119.png "image_tooltip")
+
+
+_Status: Ready for Pathologist_
+
+
+
+21. Click on the **Select Pathologis**t drop-down menu and select the pathologist and click on the **Save** button.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image120.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image120.png "image_tooltip")
+
+
+_Select Pathologist and Save_
+
+
+## **How to review and conclude a pathology test.**
+
+Once a case is ready for a pathology review and a pathologist has been selected, the pathologist can conduct a review through the following steps;
+
+
+
+1. Click on drop-down menu item under the **Technique Used **section
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image121.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image121.png "image_tooltip")
+
+
+_Technique Used_
+
+
+
+2. Select the technique to be used by checking the checkbox for a technique.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image122.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image122.png "image_tooltip")
+
+
+_Select Technique_
+
+
+
+3. To remove a technique, click on **x **to cancel a technique.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image123.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image123.png "image_tooltip")
+
+
+_Canceling a Technique_
+
+Note: A pathologist can put in a request for the slides upon review
+
+
+
+4. The pathologist will then click on the Requests drop-down menu.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image124.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image124.png "image_tooltip")
+
+
+_Request drop-down menu_
+
+
+
+5. The pathologist will select the respective checkboxes for the request. In this illustration, the pathologist has asked for the slides to be rotated and chose two stains.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image125.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image125.png "image_tooltip")
+
+
+_Pathology Request_
+
+**Note:** Once the requests have been placed, the status for the requests are opened by default.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image126.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image126.png "image_tooltip")
+
+
+_Request Status_
+
+
+
+6. Change the status for the slides to slicing by clicking on the status drop-down menu and selecting **slicing for slides** then click on the **Save** button.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image127.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image127.png "image_tooltip")
+
+
+_Select Status and Save _
+
+
+
+7. The pathologist will access the case, scroll down to the request section and click the status for the requests to **Completed**.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image128.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
>>>>> gd2md-html alert: inline image link here (to images/image129.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image129.png "image_tooltip")
+
+
+_Status Changed to Completed_
+
+
+
+8. Once the status has been changed to completed, the slides are now ready for the pathologists to review the changes. Select **Ready for Pathology** and click on the **Save** button.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image130.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image130.png "image_tooltip")
+
+
+ The pathologist can now write up the Gross and Microscopy Exam findings under the
+
+
+
+9. Type in the findings for the** Gross Exam** and **Microscopy Exam** findings in the respective rich text boxes.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image131.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image131.png "image_tooltip")
+
+
+_Gross Exam and Microscopy Exam _
+
+
+
+10. Select the conclusion from the drop-down menu by clicking on the drop down menu. The conclusions are hard coded in the system.
+11. Click on a checkbox to select the respective conclusion.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image132.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image132.png "image_tooltip")
+
+
+_Select Conclusion_
+
+
+
+12. To remove a conclusion, click on the** x **icon to cancel the conclusion
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image133.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image133.png "image_tooltip")
+
+
+_Remove a Conclusion_
+
+
+
+13. Type the text conclusion under the **Text Conclusion** rich text box.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image134.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image134.png "image_tooltip")
+
+
+_Text Conclusion _
+
+The results are now ready for release. The lab technician can add a report for the case by uploading the report or generating it from the system.
+
+
+
+14. To add a report, click on the **Add Report** button under the report section.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image135.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image135.png "image_tooltip")
+
+
+_Click on Add Report Button_
+
+
+
+15. At this point, the lab technician can either upload a report or generate it from the system. To upload a report, click on the **Upload file** button.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image136.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image136.png "image_tooltip")
+
+
+_Click on Upload file Button_
+
+
+
+16. Upon clicking on the **Upload file** button, a file upload dialogue will be opened on your workstation. Navigate to the location where you have saved the report. In this illustration, the report file for patient **Casey **was saved under downloads. Click on the report to select it then click on the **Open** button.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image137.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image137.png "image_tooltip")
+
+
+_Upload Report_
+
+Note: upon clicking on the Open button, the report will be uploaded successfully.
+
+
+
+17. To remove the report, click on the cancel icon **x. **
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image138.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image138.png "image_tooltip")
+
+
+_Canceling an Uploaded Report_
+
+
+
+18. To illustrate system generation of a report, click on the** Generate Report **button.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image139.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image139.png "image_tooltip")
+
+
+_Click on Generate Report_
+
+A toast message will be displayed at the top right of the screen once the report is generated.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image140.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image140.png "image_tooltip")
+
+
+_Successfully Generated Report_
+
+
+
+19. The pathology case can now be released. Click on the Ready for Release checkbox
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image141.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image141.png "image_tooltip")
+
+
+_Select Completed Status _
+
+
+
+20. Click on the **Save** button.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image142.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image142.png "image_tooltip")
+
+
+_Click on Save_
+
+
+
+21. Scroll to the bottom of the page and click on the ready for release checkbox then click on the **Save** button.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image143.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image143.png "image_tooltip")
+
+
+_Click on Ready For Release Checkbox and Save Button_
+
+The pathology case for the patient will be listed as completed under the dashboard.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image144.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image144.png "image_tooltip")
+
+
+_Pathology Case Completed_
+
+
+## **How to refer a pathology specimen to immunochemistry.**
+
+
+
+1. A pathology case can be referred to immunochemistry for further test. To refer to a pathology test for immunochemistry, click on **Refer to** **ImmunoHistoChemistry **checkbox then click on the Select Test drop-down menu and select a test.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image145.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image145.png "image_tooltip")
+
+
+_Refer to ImmunoHistoChemistry_
+
+
+
+2. Click on the **Save **button.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image146.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image146.png "image_tooltip")
+
+
+_Click Save_
+
+
+## **How to upload or generate a pathology report.**
+
+
+
+1. Follow steps 1 -3 under [How a pathology specimen is processed by a laboratory technician.](#how-a-pathology-specimen-is-processed-by-a-laboratory-technician-54)
+2. Click on the desired patient under the dashboard. In this illustration, a patient by the name **Roger Rabbit ** is clicked.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image147.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image147.png "image_tooltip")
+
+
+_Click on Patient _
+
+
+
+3. Click on the **Add** **Report** button.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image148.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image148.png "image_tooltip")
+
+
+_Click Add Report_
+
+
+
+4. Upon clicking on the add report button, you can either upload or generate a report. To upload a report, click on the Upload file button.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image149.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image149.png "image_tooltip")
+
+
+_Click Upload File_
+
+
+
+5. Upon clicking on the **Upload file** button, a file upload dialogue will be opened on your workstation. Navigate to the location where you have saved the report for Cytology. In this illustration, the report file for patient **Roger Rabbit** ** **was saved under downloads. Click on the report to select it then click on the **Open** button.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image150.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image150.png "image_tooltip")
+
+
+_Upload Report_
+
+Note: upon clicking on the Open button, the report will be uploaded successfully.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image151.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image151.png "image_tooltip")
+
+
+_Report Uploaded Successfully_
+
+
+
+6. To remove the report, click on the cancel icon **x. **Otherwise, Click on the **Save **button at the bottom of the page**.**
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image152.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image152.png "image_tooltip")
+
+
+_Removing a Report_
+
+
+
+7. As a user, you can generate a report from the system as opposed to uploading one. To do so, Click on the item to **Generate Report** button.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image153.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image153.png "image_tooltip")
+
+
+_Generate Report_
+
+Note: a pdf containing the patient report will be generated successfully.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image154.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
>>>>> gd2md-html alert: inline image link here (to images/image155.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image155.png "image_tooltip")
+
+
+_Click Save_
+
+
+# **PART 9: IMMUNOCHEMISTRY **
+
+
+## **How to access the immunohistochemistry module and create an immunohistochemistry test.**
+
+
+
+1. To access and create an immunohistochemistry test, follow steps 1 to 9 under [How to create a laboratory analysis order for an existing patient](#how-to-create-a-laboratory-analysis-order-for-an-existing-patient-9).
+
+**Note:** In this illustration, a patient by the name** John Doe** is used to capture an immunohistochemistry test request
+
+
+
+2. Upon executing step 1, click on the **Program** drop-down menu.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image156.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image156.png "image_tooltip")
+
+
+_Click on Program Drop-down Menu_
+
+
+
+3. Click on **immunohistochemistry ** the drop-down menu.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image157.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image157.png "image_tooltip")
+
+
+_Select Immunohistochemistry Program_
+
+**Note: **Upon selecting the immunohistochemistry program, OpenELIS will automatically display a page for capturing the specimen details. Therefore, you do not need to click on the next button.
+
+
+
+4. Immunohistochemistry is selected by default under the **Program** drop-down. Select an option under the drop-down menu for the fields; **Nature of Specimen**, **Site Specimen**,** Procedure performed**, **Provisional Clinical Diagnosis**, type the **Previous Surgery / Treatment **and click on the **Next** button
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image158.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image158.png "image_tooltip")
+
+
+_Fill in Program Details_
+
+
+
+5. Click on the Sample drop-down menu and select immunohistochemistry.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image159.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image159.png "image_tooltip")
+
+
+_Select Immunohistochemistry Sample _
+
+
+
+6. The date and time are picked from the system. Fill in the **Collector** field, the Order Tests will be populated upon choosing the available immunohistochemistry test. In this illustration, the **AMACR(p 504 s)** and **anti-CD 3** are the selected tests.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image160.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image160.png "image_tooltip")
+
+
+_Fill in Immunohistochemistry Sample Details _
+
+
+
+7. To remove an ordered immunohistochemistry test, click the cancel (**x)** icon on the test
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image161.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image161.png "image_tooltip")
+
+
+_Removing an Ordered Test_
+
+**Note: **An immunohistochemistry test can be referred to a reference lab by clicking on the **Refer test to a reference lab** checkbox and selecting the **Reason for referral**, **Institute**, and **Sent Date** the **Test Name** is auto populated.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image162.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image162.png "image_tooltip")
+
+
+_Refer Test to a Reference Lab _
+
+
+
+8. Click on the **Next **button.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image163.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image163.png "image_tooltip")
+
+
+_Click Next_
+
+
+
+9. Fill in the order section by Scanning or manually entering the lab number or by clicking on the **Lab Number **text link to generate the lab number. Select the **Priority **from the drop-down menu. Fill in the **Site name ** and the** requester's **details, select the **payment status** from the drop-down menu,select the **Sampling performed for analysis** from the drop-down menu and click on the **Submi**t button.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image164.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image164.png "image_tooltip")
+
+
+_Add Order_
+
+
+
+10. Upon submitting the histopathology lab request, a **Save successful** message will be displayed. You can print the barcode for the test. To print the barcode, click on the print barcode button.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image165.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image165.png "image_tooltip")
+
+
+_Print Barcode _
+
+
+
+11. You can download the barcode or print it by clicking on either the download icon or the print icon at the top right.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image166.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image166.png "image_tooltip")
+
+
+_Download or Print Barcode_
+
+
+## **How to access and process an immunohistochemistry test.**
+
+
+
+1. Hover the mouse over the hamburger icon and click to open the menu.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image167.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image167.png "image_tooltip")
+
+
+_Access the OpenELIS menu _
+
+
+
+2. Hover the mouse and click on the drop-down menu under the ImmunoHistochemistry module
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image168.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
>>>>> gd2md-html alert: inline image link here (to images/image169.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image169.png "image_tooltip")
+
+
+_Click on Dashboard_
+
+ The dashboard provides summaries for **Cases in progress**, **Awaiting Pathology Review, Additional Pathology Request **and **Complete **test in a week
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image170.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image170.png "image_tooltip")
+
+
+_Immunohistochemistry Dashboard_
+
+All the immunohistochemistry test requests entered under **Add Order** (Test Request) are displayed under a table that displays the **Request Date**, **Stage**, **Last Name**, **Assigned Technician**, **Assigned Pathologist** and **Lab Number**.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image171.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image171.png "image_tooltip")
+
+
+_Immunohistochemistry Requests_
+
+
+
+4. The immunohistochemistry module allows you to filter the test request . Click on the My cases checkbox to filter the cases.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image172.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image172.png "image_tooltip")
+
+
+_Filter immunohistochemistry Cases_
+
+
+
+5. The Status dropdown menu is used to filter the immunohistochemistry cases by their status. The status can be displayed as **All**, **In Progress**, **Ready for Patholog**y and **Completed.**
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image173.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image173.png "image_tooltip")
+
+
+_Status_
+
+
+
+6. You can filter the requests in an ascending or descending order for each menu item For instance, click on the **Lab Number** menu item.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image174.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image174.png "image_tooltip")
+
+
+_Filter Request by Ascending or Descending Order_
+
+
+
+7. To search for a pathology test, enter the patient name or the lab number under the **Search by LabNo or Family Name **text field. The search results will retort a list of matching patients.The cancel icon** (x) **is used to cancel the search.
+8. Click on the desired patient from the search result. In this illustration, the **start** button is clicked.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image175.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image175.png "image_tooltip")
+
+
+_Search Patient_
+
+**Note**: The top sections of the **Immunohistochemistry** page displays information about the immunohistochemistry case.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image176.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image176.png "image_tooltip")
+
+
+_Immunohistochemistry Test Information_
+
+**Note: **There is a sequence of stages in immunohistochemistry examination. The **Status** drop-down menu provides a list of the different stages. The default stage is **processing ** of the test. The select technician drop down menu allows for the selection of the technician processing the test. This is role based. Anyone with the immunohistochemistry permission will be displayed under this drop-down menu. Similarly, the select pathologist allows for the selection of a pathologist with immunohistochemistry permission.
+
+
+
+9. Click on these **select status **drop-down menu and select the status. In this illustration, In Progress is the default status.
+10. Click on the** Select Technician** drop-down menu and select the technician.
+11. Click on the **Save **button.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image177.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image177.png "image_tooltip")
+
+
+_Select Status, Technician and Save_
+
+The results panel displays the results for the immunohistochemistry case in a table format. The table has the following results field; **Sample info**, **Test Date Analyzer Result**, **Test Name**, **Normal Range**, **Accept**, **Results**, **Current Results **and** Notes**.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image178.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image178.png "image_tooltip")
+
+
+_Results_
+
+
+
+12. The laboratory technician can accept the results for the test by checking the checkboxes
+13. Upon checking the Accept checkbox, a pop-up with some information will appear. Read the information and click on the **Ok** button.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image179.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image179.png "image_tooltip")
+
+
+_Accept Results(s) and Click OK_
+
+
+
+14. Fill in the Result and Notes text fields and click on the **Save** button under the **Results **section.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image180.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image180.png "image_tooltip")
+
+
+
+
+15. Select the **Ready for Pathology** status, select the pathologist under the and click on the **Save** button
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image181.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image181.png "image_tooltip")
+
+
+_Select Pathologist and Save_
+
+A quick search of the patient under the immunohistochemistry patient search will reveal a change in stage for the case to READY_PATHOLOGIST
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image182.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image182.png "image_tooltip")
+
+
+_Case Ready for Pathologist_
+
+
+
+16. The pathologist will click on the case to view the results and validate them by checking on the Accept check box, typing in results for pathology review and clicking on the **Save** button.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image183.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image183.png "image_tooltip")
+
+
+_Pathology Review_
+
+
+
+17. The Pathologist will click on the Select Status drop-down and select the Ready for Release status and click on the **Save** button.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image184.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image184.png "image_tooltip")
+
+
+_Immunohistochemistry Case Completed_
+
+The case will be listed as completed under the immunohistochemistry dashboard.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image185.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image185.png "image_tooltip")
+
+
+_Case Completed_
+
+
+
+18. The lab technician can release the results for the immunohistochemistry case by clicking on the case, scrolling to the bottom of the page, checking the **ready for release** checkbox which signifies the validation of the and clicking on the **Save **button.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image186.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image186.png "image_tooltip")
+
+
+_Ready for Release_
+
+
+## **How to upload or generate an immunohistochemistry report.**
+
+
+
+1. Follow steps 1 to 3 under [how to access and process an immunohistochemistry test.](#how-to-access-and-process-an-immunohistochemistry-test-77)
+2. Click on the desired patient whose immunohistochemistry state is completed.
+3. Click on the desired patient under the dashboard. In this illustration, a patient by the name **Cray Cray** is clicked.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image187.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image187.png "image_tooltip")
+
+
+_Click on Patient _
+
+
+
+4. Scroll to the report section and click on the drop-down menu under report.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image188.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image188.png "image_tooltip")
+
+
+_Click on Add Report Drop-down menu_
+
+
+
+5. Click on a report to select from the drop-down menu.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image189.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image189.png "image_tooltip")
+
+
+_Select Report_
+
+The report will be selected successfully.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image190.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image190.png "image_tooltip")
+
+
+_Report Selected Successfully_
+
+
+
+6. To add a report, click on the drop-down menu and select a report. For instance immunohistochemistry.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image191.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image191.png "image_tooltip")
+
+
+_Adding a Report_
+
+The report will be added successfully
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image192.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image192.png "image_tooltip")
+
+
+_Report Added Successfully_
+
+
+
+7. To remove a report, click on the **- Report** button.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image193.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image193.png "image_tooltip")
+
+
+_Removing a Report_
+
+The **Upload file** button is used to upload a report that has been prepared by the pathologist for the added report. In this illustration, we shall upload a report for **Breast Cancer Hormone Receptor Status Report **
+
+
+
+8. To upload a report, click on the **Upload file** button.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image194.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image194.png "image_tooltip")
+
+
+_Upload File_
+
+
+
+9. Upon clicking on the **Upload file** button, a file upload dialogue will be opened on your workstation. Navigate to the location where you have saved the report for immunohistochemistry. In this illustration, the report file for patient **Cray Cray ** ** **was saved under downloads. Click on the report to select it then click on the **Open** button.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image195.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image195.png "image_tooltip")
+
+
+_Upload Report_
+
+Note: upon clicking on the Open button, the report will be uploaded successfully.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image196.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image196.png "image_tooltip")
+
+
+_Report Uploaded Successfully_
+
+
+
+10. To remove the report, click on the cancel icon **x. **Otherwise, Click on the **Save **button at the bottom of the page**.**
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image197.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image197.png "image_tooltip")
+
+
+_Removing a Report_
+
+Note: As a user, you can generate a report from the system as opposed to uploading one. To do so, you will need to set parameters for the report.
+
+
+
+11. Before you generate a report, toggle the **Show/Hide Report Parameters **toggle switch to **On **so as to S**how Report Parameter** this will allow you to enter the report parameters. The toggle switch is set to **Hide Report Parameters **by default.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image198.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
>>>>> gd2md-html alert: inline image link here (to images/image199.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image199.png "image_tooltip")
+
+
+_Show Report Parameter_
+
+
+
+12. Enter the parameters.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image200.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image200.png "image_tooltip")
+
+
+_Enter Report Parameters and Click Generate Report_
+
+
+
+13. Click on the **Generate Report **button
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image201.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image201.png "image_tooltip")
+
+
+_Generate Report_
+
+Note: a pdf containing the patient report will be generated successfully.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image202.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image202.png "image_tooltip")
+
+
+_Sample ImmunoHistochemistry Report_
+
+
+
+14. Click on the Save button at the bottom of the page.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image203.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image203.png "image_tooltip")
+
+
+_Click Save_
+
+
+# **PART 10: CYTOLOGY**
+
+The cytology module allows the laboratory team to determine diagnosis of diseases through the examination of tissue samples.
+
+
+## **How to create a cytology test order.**
+
+
+
+1. To access and create a cytology test, follow steps 1 to 9 under [How to create a laboratory analysis order for an existing patient](#how-to-create-a-laboratory-analysis-order-for-an-existing-patient-9).
+
+**Note:** In this illustration, a patient by the name** Test Casey** is used to capture a cytology test request
+
+
+
+2. Upon executing step 1, click on the **Program** drop-down menu.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image204.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image204.png "image_tooltip")
+
+
+_Click on Program Drop-down Menu_
+
+
+
+3. Click on **cytology **under the drop-down menu.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image205.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
>>>>> gd2md-html alert: inline image link here (to images/image206.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image206.png "image_tooltip")
+
+
+_Click Next_
+
+
+
+5. Fill in the fields under the program which include; **nature of specimen**,** site of specimen**, **procedure performed**,** provisional clinical diagnosis **and **previous surgery/treatment** then click on the Next button.and click next
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image207.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image207.png "image_tooltip")
+
+
+_Fill in Program Fields and Click Next_
+
+
+
+6. The **Add Sample **page allows for the addition of samples by selecting a sample type. To Add a sample, click on the** select sample type** drop-down menu item and select the sample In this instance, cytology was selected as a program we have selected** Tissue Antemortem** as the sample.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image208.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image208.png "image_tooltip")
+
+
+_Select Cytology Sample_
+
+
+
+7. The date and time are picked from the system. Fill in the **Collector** field, the Order Tests will be populated upon choosing the available immunohistochemistry test. In this illustration, the **AMACR(p 504 s)** and **anti-CD 3** are the selected tests.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image209.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image209.png "image_tooltip")
+
+
+_Fill in cytology Sample Details _
+
+
+
+8. To remove an ordered immunohistochemistry test, click the cancel (**x)** icon on the test
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image210.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image210.png "image_tooltip")
+
+
+_Removing an Ordered Test_
+
+
+
+9. Click on the **Next **button.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image211.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image211.png "image_tooltip")
+
+
+_Click Next_
+
+
+
+10. Fill in the order section by Scanning or manually entering the lab number or by clicking on the **Lab Number **text link to generate the lab number. Select the **Priority **from the drop-down menu. Fill in the **Site name ** and the** requester's **details, select the **payment status** from the drop-down menu,select the **Sampling performed for analysis** from the drop-down menu and click on the **Submi**t button.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image212.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image212.png "image_tooltip")
+
+
+
+
+11. Upon submitting the histopathology lab request, a **Save successful** message will be displayed. You can print the barcode for the test. To print the barcode, click on the print barcode button.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image213.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image213.png "image_tooltip")
+
+
+_Print Barcode _
+
+
+## **How to access the cytology module and process a test.**
+
+
+
+1. Hover the mouse over the hamburger icon and click to open the menu.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image214.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image214.png "image_tooltip")
+
+
+_Access the OpenELIS menu _
+
+
+
+2. Hover the mouse and click on the drop-down menu under the cytology module.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image215.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
>>>>> gd2md-html alert: inline image link here (to images/image216.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image216.png "image_tooltip")
+
+
+_Click on Dashboard_
+
+ The dashboard provides summaries for **Cases in progress**, **Awaiting Pathology Review, Additional Pathology Request **and **Complete **test in a week
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image217.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image217.png "image_tooltip")
+
+
+_Cytology Dashboard_
+
+All the cytology test requests entered under **Add Order** (Test Request) are displayed under a table that displays the **Request Date**, **Stage**, **Last Name**, **Assigned Technician**, **Assigned Pathologist** and **Lab Number**.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image218.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image218.png "image_tooltip")
+
+
+_Cytology Requests_
+
+
+
+4. The cytology module allows you to filter the test request . Click on the My cases checkbox to filter the cases.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image219.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image219.png "image_tooltip")
+
+
+_Filter cytology Cases_
+
+
+
+5. The Status dropdown menu is used to filter the immunohistochemistry cases by their status. The status can be displayed **All**, **In Progress**, **Ready for Patholog**y and **Completed.**
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image220.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image220.png "image_tooltip")
+
+
+_Status_
+
+
+
+6. You can filter the requests in an ascending or descending order for each menu item For instance, click on the **Lab Number** menu item.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image221.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image221.png "image_tooltip")
+
+
+_Filter Request by Ascending or Descending Order_
+
+
+
+7. To search for a pathology test, enter the patient name or the lab number under the **Search by LabNo or Family Name **text field. The search results will retort a list of matching patients.The cancel icon** (x) **is used to cancel the search.
+8. Click on the desired patient from the search result. In this illustration, the **start** button is clicked.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image222.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image222.png "image_tooltip")
+
+
+_Search Patient_
+
+**Note**: The top section of the **cytology** page displays information about the immunohistochemistry case.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image223.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image223.png "image_tooltip")
+
+
+_Cytology Test Information_
+
+**Note: **There is a sequence of stages in a cytology examination. The **Status** drop-down menu provides a list of the different stages. The default stage is **preparing slides ** for the test. The select technician drop down menu allows for the selection of the technician conducting the test. This is role based. Anyone with the cytology permission will be displayed under this drop-down menu. Similarly, the select pathologist allows for the selection of a cytopathologist with cytology permission.
+
+
+
+9. Click on these **select status **drop-down menu and select the status. In this illustration, Preparing slides is the default status.
+10. Click on the** Select Technician** drop-down menu and select the technician.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image224.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image224.png "image_tooltip")
+
+
+_Select Status and Technician_
+
+
+
+11. The Slides section allows you to add the number of slides that will be used for specimen processing. Click on the upward facing arrow to add the number of slides then click on the Add Block button. In this illustration, two slides will be added.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image225.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image225.png "image_tooltip")
+
+
+_Add Slides_
+
+
+
+12. Upon clicking on the Add Slides button, Fill in the locations for the slides. These could be racks where the specimens are stored.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image226.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image226.png "image_tooltip")
+
+
+_Slides Location_
+
+
+
+13. You can upload a scanned slide by clicking on the **Upload file** button. A file upload dialogue will be opened on your workstation. Navigate to the location where you have saved the scanned slide. In this illustration, the scanned slide for patient **Casey **was saved under downloads. Click on the filet to select it then click on the **Open** button.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image227.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
>>>>> gd2md-html alert: inline image link here (to images/image228.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image228.png "image_tooltip")
+
+
+_Cytology Slide Upload_
+
+Note: upon clicking on the Open button, the report will be uploaded successfully.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image229.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image229.png "image_tooltip")
+
+
+_File Uploaded Successfully _
+
+
+
+14. You can print labels for the slide by clicking on the **Print Label **button. A new tab will be opened on your browser you can download and or print the label to attach on the sample.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image230.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
>>>>> gd2md-html alert: inline image link here (to images/image231.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image231.png "image_tooltip")
+
+
+_Download or Print Label_
+
+Note: To remove the uploaded scanned slide file, click on the cancel icon **x. **
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image232.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image232.png "image_tooltip")
+
+
+_Removing a Slide_
+
+
+
+15. Click on the Save button upon uploading the prepared slide(s).
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image233.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image233.png "image_tooltip")
+
+
+_Saving Prepared Slides _
+
+Note: Upon saving the prepared slide(s) a save successful message will be displayed
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image234.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image234.png "image_tooltip")
+
+
+_Slide Saved Successfully._
+
+
+
+16. The slide(s) can now be screened by changing the status to screening. Click on the request under the cytology dashboard page.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image235.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image235.png "image_tooltip")
+
+
+_Click on Request_
+
+
+
+17. Click on the **Status** drop-down menu, select screening.
+18. Click on the **Technician Assigned** drop-down menu and select the technician then click on the** Save** button. The status will be saved successfully.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image236.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image236.png "image_tooltip")
+
+
+_Change Status and Technician_
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image237.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image237.png "image_tooltip")
+
+
+_Status Saved Successfully_
+
+Note: The status for the cytology request will be changed to screening under the list of tests in the dashboard page.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image238.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image238.png "image_tooltip")
+
+
+_Slides Status: Screening_
+
+
+
+19. The technician can conduct screening for the slides by clicking on the request under the list of tests in the dashboard page.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image239.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image239.png "image_tooltip")
+
+
+_Click on Request_
+
+Upon clicking on the patient, the cytology test page will be displayed. The laboratory technician can conduct screening on the slides and change the status to Ready for CytoPathologist. The view button will display the uploaded scanned slide in the event the laboratory technician is not physically available in the laboratory.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image240.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image240.png "image_tooltip")
+
+
+_View Uploaded Slide_
+
+
+
+20. To change the status to Ready for CytoPathologist click on the status drop down menu and select Cytopathologist.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image241.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image241.png "image_tooltip")
+
+
+_Ready For Cytopathologist_
+
+
+
+21. Click on the CytoPathologist Assigned drop-down menu and select a CytoPathologist.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image242.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image242.png "image_tooltip")
+
+
+_Select Pathologist_
+
+
+
+22. Click on the** Save** button. The status will be saved successfully.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image243.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
>>>>> gd2md-html alert: inline image link here (to images/image244.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image244.png "image_tooltip")
+
+
+_Status Saved Successfully_
+
+Note: The status for the cytology request will be changed to CytoPathologist under the list of tests in the dashboard page.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image245.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image245.png "image_tooltip")
+
+
+_Ready for Cytopathologist_
+
+
+
+23. The slide(s) can now be reviewed by the assigned CytoPathologist. The Cytopathologist will click on the test request under the cytology dashboard page.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image246.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image246.png "image_tooltip")
+
+
+_Click on Request_
+
+
+
+24. Upon clicking the test request and accessing the request page, the CytoPathologist will review the test request by scrolling to the bottom of the page and clicking on the **Specimen Adequacy **drop-down menu.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image247.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image247.png "image_tooltip")
+
+
+_Click on Specimen Adequacy Drop-down Menu_
+
+
+
+25. Upon clicking on the **Specimen Adequacy**, select the appropriate option. In this illustration, the **satisfactory for evaluation **is selected. The selection of **Un Satisfactory for evaluation **under the Specimen Adequacy drop-down menu will display a drop-down menu from which two checkbox options can be selected.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image248.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image248.png "image_tooltip")
+
+
+_Satisfactory For Evaluation Option Selection_
+
+
+
+26. Upon selection satisfactory for evaluation, two radio buttons will be displayed to select either of the two. In this illustration, the first radio button is selected.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image249.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image249.png "image_tooltip")
+
+
+_Presence of endocervical/TZ Component Radio-button_
+
+Note: The Negative For Intraepithelial Lesion or Malignancy checkbox is checked by default. If this is the case with the cytology test request, the reviewer would proceed and validate the results by checking the Ready For Release checkbox and clicking on the Save button.
+
+
+
+27. In this illustration, the **Negative For Intraepithelial Lesion or Malignancy** checkbox is checked, click on the **Ready for Release** checkbox then click on the **Save **button.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image250.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image250.png "image_tooltip")
+
+
+_Validate and Save _
+
+Note: The following workflow is presented when there is** Intraepithelial Lesion or Malignancy**.
+
+
+
+28. In the event the **Intraepithelial Lesion or Malignancy** is not negative, uncheck the check-box. This will expand drop-down sections for **Epithelial Cell Abnormality**, **Non-neoplastic cellular variations**,**Reactive cellular changes**,**Organisms** and **Other Diagnosis Result.**
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image251.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image251.png "image_tooltip")
+
+
+_Intraepithelial Lesion or Malignancy Checkbox Unchecked _
+
+
+
+29. Click on the** Epithelial Cell Abnormality** drop-down menu and select the applicable checkbox(s).
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image252.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
>>>>> gd2md-html alert: inline image link here (to images/image253.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image253.png "image_tooltip")
+
+
+_Select Applicable Checkbox(s)_
+
+
+
+30. Fill in the Neo Malignancy text field.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image254.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image254.png "image_tooltip")
+
+
+_Other Malignant Neoplasms_
+
+
+
+31. Fill in the **Non-neoplastic cellular variations** fields by selecting the options from the checkboxes.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image255.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image255.png "image_tooltip")
+
+
+_ Non-neoplastic cellular variations_
+
+
+
+32. Fill in the **Reactive cellular changes ** fields by selecting the options from the checkboxes.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image256.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image256.png "image_tooltip")
+
+
+_Reactive cellular changes _
+
+
+
+33. Fill in the **Organisms** fields by selecting the options from the checkboxes.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image257.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image257.png "image_tooltip")
+
+
+_Organisms_
+
+
+
+34. Fill in the **Other Diagnosis Result **fields by selecting the options from the checkboxes.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image258.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image258.png "image_tooltip")
+
+
+_Other Diagnosis Result_
+
+
+
+35. Click on the **Ready for Release** checkbox then click on the **Save **button.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image259.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image259.png "image_tooltip")
+
+
+_Validate and Save _
+
+
+
+36. Upon Saving, the laboratory technician can mark the cytology test as complete. Click on the test request under the Cytology dashboard.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image260.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image260.png "image_tooltip")
+
+
+_Click on Request_
+
+
+
+37. To change the status to Completed, click on the status drop down menu and select Completed.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image261.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image261.png "image_tooltip")
+
+
+_Status Completed_
+
+
+
+38. Click on the** Save** button. The status will be saved successfully.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image262.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
>>>>> gd2md-html alert: inline image link here (to images/image263.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image263.png "image_tooltip")
+
+
+_Save Successful_
+
+The test request will be marked as Completed under the Cytology dashboard
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image264.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image264.png "image_tooltip")
+
+
+_Status Completed_
+
+
+## **How to upload or generate a cytology report.**
+
+
+
+9. Follow steps 1 -3 under [How to access the cytology module and process a test](#how-to-access-the-cytology-module-and-process-a-test-99).
+10. Click on the desired patient under the dashboard. In this illustration, a patient by the name **Test Casey ** is clicked.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image265.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image265.png "image_tooltip")
+
+
+_Click on Patient _
+
+
+
+11. Scroll to the report section and click on the drop-down menu under report.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image266.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image266.png "image_tooltip")
+
+
+_Click on Add Report Drop-down Menu_
+
+
+
+12. Click on the item to generate report
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image267.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image267.png "image_tooltip")
+
+
+_Select Reporting Item_
+
+
+
+13. Upon selecting the item to report on, you can either upload or generate a report. To upload a report, click on the Upload file button.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image268.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image268.png "image_tooltip")
+
+
+_Click Upload File_
+
+
+
+14. Upon clicking on the **Upload file** button, a file upload dialogue will be opened on your workstation. Navigate to the location where you have saved the report for Cytology. In this illustration, the report file for patient **Casey Test** ** **was saved under downloads. Click on the report to select it then click on the **Open** button.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image269.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image269.png "image_tooltip")
+
+
+_Upload Report_
+
+Note: upon clicking on the Open button, the report will be uploaded successfully.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image270.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image270.png "image_tooltip")
+
+
+_Report Uploaded Successfully_
+
+
+
+15. To remove the report, click on the cancel icon **x. **Otherwise, Click on the **Save **button at the bottom of the page**.**
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image271.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image271.png "image_tooltip")
+
+
+_Removing a Report_
+
+
+
+16. As a user, you can generate a report from the system as opposed to uploading one. To do so, Click on the item to generate report under the Add Report drop-down menu
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image272.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image272.png "image_tooltip")
+
+
+_Select Reporting Item_
+
+
+
+17. Click on the **Generate Report** button. The report will be generated successfully.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image273.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image273.png "image_tooltip")
+
+
+_Generate Report_
+
+Note: a pdf containing the patient report will be generated successfully.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image274.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image274.png "image_tooltip")
+
+
+_Sample Cytology Report_
+
+
+
+18. Click on the Save button at the bottom of the page
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image275.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image275.png "image_tooltip")
+
+
+_Click Save_
+
+
+# **PART 11: NON CONFORMING EVENTS**
+
+A non-conforming event (NCE) or non-conformity is defined as a non-fulfillment of a requirement. An NCE occurs when there is a deviation from established policies and procedures. In the laboratory, examples of NCEs may include:
+
+
+
+1. Unlabeled/mislabeled specimens
+2. Missing specimens
+3. Specimen preparation errors
+4. Delay in turnaround times
+5. Incorrect delivery of reports
+6. Corrected reports
+
+It is essential for quality assurance in the lab that staff and managers log all NCEs and their follow-up.
+
+Non-Conforming Event management consists of four steps with the following guides:
+
+
+
+1. Reporting a NCE
+2. Creating a Corrective Action Plan
+3. Monitoring the Corrective Action Plan
+4. Closing an NCE Report
+
+
+## **How to report a non-conforming event (NCE)**
+
+
+
+1. Hover the mouse over the hamburger icon and click to open the menu.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image276.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image276.png "image_tooltip")
+
+
+_Access the OpenELIS menu_
+
+
+
+2. Hover the mouse and click on the drop-down menu under the **Non Conform** module.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image277.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
>>>>> gd2md-html alert: inline image link here (to images/image278.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image278.png "image_tooltip")
+
+
+_Click on Report Non-Conforming Event Sub-menu_
+
+
+
+4. Hover the mouse over the Non-Conforming Events tab and select Report Non-Conforming Event.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image279.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image279.png "image_tooltip")
+_Click on Report Non-Conforming Event Sub-Menu_
+
+
+
+5. Search for the lab number associated with the non-conforming event by selecting your search term from the drop-down menu and entering the number or name in the search field. Then click **Search**.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image280.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image280.png "image_tooltip")
+_Search by Laboratory Number_
+
+
+
+6. The order and its samples will display. Check the box next to the sample implicated in the NCE. If the NCE is not associated with a specific sample, check all the samples. Click the **Go to NCE Reporting Form **button.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image281.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image281.png "image_tooltip")
+_Check Implicated Sample and Click Go to NCE Reporting Form _
+
+
+
+7. Verify the details that are automatically displayed: NCE report date (should be the current date), Name, and the lab order number, and specimen number.
+8. Fill in the Name of person reporting if different, if needed.
+
+**Note:**Name refers to the person filling this form. The staff member filling out the NCE reporting form may not be the same person who noticed or observed the NCE and reported it. Use the Name of person reporting (if different) for the person who first observed the NCE. OpenELIS will automatically assign an NCE Number to the report.** **
+
+
+
+9. Fill in the date of the NCE (this may be different from the report date). _ _
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image282.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image282.png "image_tooltip")
+
+
+_Fill in Name of Reporting Person and Date_
+
+
+
+10. Select the Reporting Unit.
+11. Enter a Description of the NCE.
+12. Enter the Suspected Cause of the NCE.
+13. Enter the Proposed Action.
+14. Click the **Submit** button.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image283.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image283.png "image_tooltip")
+_Fill Fields on Form and Click Submit_
+
+A message will show that the form has been saved.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image284.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image284.png "image_tooltip")
+_Save Successful_
+
+
+## **How to create a NCE Corrective Action Plan**
+
+After the NCE reporting form has been filled, the next step is to fill the NCE Follow-Up Form. This may be done at a later date, per laboratory procedures.
+
+
+
+1. Select View New Non-Conforming Event from the menu under the Non-Conforming module
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image285.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image285.png "image_tooltip")
+_View New Non Conforming Event_
+
+
+
+2. Hover the mouse over the Non-Conforming Events tab and select View New Non-Conforming Event.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image286.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image286.png "image_tooltip")
+_Click View Non-Conforming Events_
+
+
+
+3. Select **Lab Number **or **NCE Number** as your search term and enter the number in the search field. Click the **Search **button. In this illustration the lab number DEV12300000000000126 is typed.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image287.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image287.png "image_tooltip")
+
+
+Note: The NCE Follow-up Form has two parts: The NCE description section and the Corrective Action Plan.
+
+**NCE Follow-up Form: Part 1- NCE Description**
+
+
+
+1. Verify the details of the NCE in the form. Fill in the remaining elements of the form using the dropdown lists.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image288.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image288.png "image_tooltip")
+
+
+_Verify the Details_
+
+
+
+2. Select the Laboratory Component (the NCE concerns which component of the lab).
+3. Select the NCE Category.
+4. Select the CE Type
+5. Select the Severity
+6. Select the Likely recurrence
+
+The Severity Score is automatically calculated.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image289.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image289.png "image_tooltip")
+_NCE Details_
+
+**NCE Follow-up Form: Part 2- Corrective Action Plan**
+
+
+
+7. Enter the Description of the Corrective Action, the Preventive Action or Concurrent Control Action, and any Comments in the designated text boxes of the form.
+8. Click on the Submit button.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image290.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image290.png "image_tooltip")
+
+
+_Enter Corrective Action Plan_
+
+Upon clicking on the Submit button, a success message will be displayed at the top of the page.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image291.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image291.png "image_tooltip")
+
+
+_Saved Successfully_
+
+
+## **How to monitor an NCE Corrective Action Plan**
+
+After the NCE follow-up form has been filled, activities related to corrective action or closing the NCE report should be logged in the Corrective Actions form, per laboratory procedures.
+
+
+
+1. Select **Corrective Actions **from the menu under the Non-Conforming module
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image292.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image292.png "image_tooltip")
+_Select Corrective Actions_
+
+
+
+2. Hover the mouse over the Non-Conforming Events tab and select **Corrective Actions **.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image293.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image293.png "image_tooltip")
+_Select Corrective Actions_
+
+
+
+3. Select **Lab Number **or **NCE Number** as your search term and enter the number in the search field. Click the **Search **button.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image294.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image294.png "image_tooltip")
+_Select Lab Number or NCE Number Enter and Search_
+
+Note: The NCE Corrective Action form has three parts: the NCE description; the corrective action log section; and the NCE Resolution section.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image295.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image295.png "image_tooltip")
+_Corrective Action Form_
+
+**NCE Corrective Action form: Part 1- NCE Description**
+
+This section is view only. Verify that the information is correct.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image296.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image296.png "image_tooltip")
+
+
+_NCE Corrective Action form: Part 1- NCE Description_
+
+**NCE Corrective Action Form: Part 2- Corrective Action Log**
+
+
+
+1. For each discussion with staff regarding the NCE, enter the** Date of Discussion** and click **Add New Date **button. The date will appear above the entry field. You may enter more than one date of discussion.
+2. Enter text describing any** Corrective Action** taken and check the box next to the Action Type.
+3. Check the respective checkbox for **Action Type**.
+4. Enter the name of the **Person Responsible** for the corrective action and the Date Completed (the date the corrective action took place).
+
+**Note: Turnaround Time** is automatically calculated.
+
+
+
+5. Click the **Save **button to record the corrective action in the lo**g. **
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image297.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image297.png "image_tooltip")
+
+
+_Corrective Action Log_
+
+You may now navigate to a new page. When you need to add additional corrective actions to the log, repeat steps 1-5.
+
+
+## **How to close a resolved NCE**
+
+When all corrective action has been completed and the lab manager considers the NCE to be resolved, the NCE report should be closed, per laboratory procedures.
+
+
+
+4. Select **Corrective Actions **from the menu under the Non-Conforming module
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image298.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image298.png "image_tooltip")
+_Select Corrective Actions_
+
+
+
+5. Hover the mouse over the Non-Conforming Events tab and select **Corrective Actions **.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image299.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image299.png "image_tooltip")
+_Select Corrective Actions_
+
+
+
+6. Select **Lab Number **or **NCE Number** as your search term and enter the number in the search field. Click the **Search **button.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image300.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image300.png "image_tooltip")
+_Select Lab Number or NCE Number Enter and Search_
+
+
+
+7. Scroll down to the** NCE Resolution** section.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image301.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image301.png "image_tooltip")
+_Scroll to NCE Resolution Section_
+
+
+
+8. If the corrective actions were sufficient to resolve the NCE, click the **Yes** radio-button and enter the **Date Completed** (the date the NCE was considered resolved).
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image302.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image302.png "image_tooltip")
+_Click Yes and Enter Date_
+
+
+
+9. Click the **Submit Resolved NCE** button to close the NCE report. The report will be closed successfully.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image303.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image303.png "image_tooltip")
+_Click Submit_
+
+
+# **PART 12: ENTERING LAB TEST RESULTS**
+
+Once the samples and patients exist in the system, it is possible to record the results of analyzes made from the samples. It is at this stage that the lab technician plays an important role in the functioning of the information system. There are several ways to capture the results of laboratory tests for a patient: enter results by type of laboratory analysis, or search results by patient, lab number or the status of the analysis (conducted or not made).
+
+ This section includes the following guides:
+
+
+
+1. How to get to the results entry page.
+2. How to enter results.
+3. How to refer tests to an external laboratory for additional analysis.
+4. How to enter the results of tests referred to an external laboratory
+
+ All samples reported as non-compliant will have a red flag side of their results.
+
+
+## **How to get to the results entry page**
+
+
+
+1. Hover the mouse over the hamburger icon and click to open the menu.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image304.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image304.png "image_tooltip")
+
+
+_Access the OpenELIS menu_
+
+
+
+2. Hover the mouse and click on the drop-down menu under the Results module.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image305.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image305.png "image_tooltip")
+
+
+_Click on Results Drop-down Menu_
+
+Results can be entered by
+
+
+
+1. Lab Unit.
+2. Patient.
+3. Laboratory Order Number.
+4. Range of Order Number
+5. Date sample was collected
+
+IMPORTANT: If you select **Lab Unit**, all tests not yet resulted in that unit are displayed. If you select by **Patient **or by **Lab Number, _all _**tests for that patient or laboratory order will be displayed, including tests that already have results entered.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image306.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image306.png "image_tooltip")
+
+
+_Results Entry Options_
+
+
+## **How to enter results by unit**
+
+
+
+1. To enter results by Unit click on** By Unit** under the Results module.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image307.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image307.png "image_tooltip")
+
+
+_Click on By Unit_
+
+
+
+2. Click on the **Select Test Unit** drop-down menu.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image308.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image308.png "image_tooltip")
+_Select Test Unit_
+
+
+
+3. Click the laboratory unit for which you want to enter results.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image309.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image309.png "image_tooltip")
+
+
+_Click on Laboratory Unit_
+
+
+
+4. Click on the Search button.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image310.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image310.png "image_tooltip")
+
+
+_Click Search_
+
+Upon clicking on the search button, the system will conduct a search for the selected unit and return the results in a tabular format that allows you to enter the results.
+
+Note: A **Red Flag**
+
+
>>>>> gd2md-html alert: inline image link here (to images/image311.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image311.png "image_tooltip")
+next to an order indicates that either the sample or order has been reported for a non-conforming event. ** **
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image312.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image312.png "image_tooltip")
+
+
+_Searched Results_
+
+
+## **How to enter results by Patient**
+
+
+
+1. To enter results by Unit click on** By Patient** under the Results module.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image313.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image313.png "image_tooltip")
+_Click on By Patient_
+
+
+
+2. Type in the parameter to search the patient. This can be the **Patient Id**, **Previous ** **Lab Number**, **Last Name **or** First Name. **
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image314.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image314.png "image_tooltip")
+_Patient Search Parameter_
+
+
+
+3. Click on the Search Button.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image315.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image315.png "image_tooltip")
+_Click on Search_
+
+Upon clicking on the search button, the system will conduct a search for the patient and return matching results.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image316.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image316.png "image_tooltip")
+
+
+_Search Results_
+
+
+
+4. Click on the radio button next to the desired patient.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image317.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image317.png "image_tooltip")
+_Click on a Patient_
+
+Upon clicking on the desired patient, the system will expand a table format that allows you to enter the results. Use the scroll bar to navigate the page up and down so as to see all the tests for the patient which you can enter results.
+
+Note: A **Red Flag**
+
+
>>>>> gd2md-html alert: inline image link here (to images/image318.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image318.png "image_tooltip")
+next to an order indicates that either the sample or order has been reported for a non-conforming event. ** **
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image319.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
>>>>> gd2md-html alert: inline image link here (to images/image320.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image320.png "image_tooltip")
+
+
+_Results Entry _
+
+
+## **How to enter results by Order**
+
+
+
+1. To enter results by Unit click on** By Order** under the Results module.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image321.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image321.png "image_tooltip")
+_Click on By Order_
+
+
+
+2. Enter the Accession number and click on the Search button.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image322.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image322.png "image_tooltip")
+_Enter Accession Number and Search _
+
+Upon clicking on the search button, the system will expand a table that allows you to enter the results. Use the scroll bar to navigate the page up and down so as to see all the tests for the patient which you can enter results.
+
+Note: A **Red Flag**
+
+
>>>>> gd2md-html alert: inline image link here (to images/image323.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image323.png "image_tooltip")
+next to an order indicates that either the sample or order has been reported for a non-conforming event.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image324.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
>>>>> gd2md-html alert: inline image link here (to images/image325.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image325.png "image_tooltip")
+_Results Entry_
+
+** **
+
+
+## **How to enter results by Range of Order Number**
+
+
+
+1. To enter results by Unit click on** By Range of Order Number** under the Results module.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image326.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image326.png "image_tooltip")
+
+
+_Results By Range of Order numbers_
+
+
+
+2. Enter the range of the accession numbers in order to limit your search.
+3. Click on the Search button.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image327.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image327.png "image_tooltip")
+
+
+Upon clicking on the search button, the system will expand a table that allows you to enter the results for the filtered accession number range. Use the scroll bar to navigate the page up and down so as to see all the tests for the patient which you can enter results.
+
+Note: A **Red Flag**
+
+
>>>>> gd2md-html alert: inline image link here (to images/image328.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image328.png "image_tooltip")
+next to an order indicates that either the sample or order has been reported for a non-conforming event.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image329.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
>>>>> gd2md-html alert: inline image link here (to images/image330.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image330.png "image_tooltip")
+
+
+_Result Entry_
+
+
+## **How to enter results By Test Date**
+
+
+
+1. To enter results by Unit click on** By Test Date** under the Results module.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image331.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image331.png "image_tooltip")
+_Click on By Test Date_
+
+
+
+2. Enter any of the parameters in order to limit your search.
+
+NOTE:Collection date and received date should be in the format dd/mm/yyyy.
+
+
+
+3. Select the **Test Name, Test (Analysis)Statu **or **Sample Status **from the respective drop-down lists. A results entry section will be expanded on the page.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image332.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image332.png "image_tooltip")
+_Enter Parameters and Search_
+
+
+## **How to fill the result entry section.**
+
+The result entry section allows you to enter the results whether By Unit, By Patient, By order, By Range of Order Numbers or By Test Date. Each test displays the following information:**Lab Sample Info, Test Date, Analyzer, Test Name, Normal Range, Accept, Results, Current Result and Notes. **In this illustration, we shall demonstrate a **By Patient **result entry by following steps 1- 4 under[ how to enter results by patient](#how-to-enter-results-by-patient-137).
+
+Upon clicking on the desired patient, the system will expand a table format that allows you to enter the results. Use the scroll bar to navigate the page up and down so as to see all the tests for the patient which you can enter results.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image333.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image333.png "image_tooltip")
+
+
+_Results Fields_
+
+Note:The results entry columns from left to right include: **Lab Sample Info, Test Date, Analyzer, Test Name, Normal Range, Accept, Results, Current Result **and** Notes.**
+
+
+
+1. In this illustration, we shall enter the results for the test by clicking on the Accept checkbox.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image334.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image334.png "image_tooltip")
+
+
+_Click on Accept Checkbox_
+
+Note: The Accept checkbox should be clicked when the results are accepted unconditionally. The Checkbox has the following expected uses;
+
+
+
+1. The test has been redone and the results is the same
+2. There is no results for the test but you do not want to cancel it.
+3. The results was changed and the laboratory technician wants to give the biologist the option to add a note during the validation step explaining the reason for the change.
+4. Click on **OK **on the pop-up dialogue if the test results are accepted unconditionally.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image335.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image335.png "image_tooltip")
+
+
+_Click Ok_
+
+**Note:** For numerical results, type in the result. For other types, select the result from the drop-down list or type the result in the text field area
+
+
+
+2. Enter the Results in the results text field.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image336.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image336.png "image_tooltip")
+
+
+_Enter Results_
+
+
+
+3. Leave a note explaining why you are taking the action above then click on the** Save **button.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image337.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image337.png "image_tooltip")
+
+
+_Enter Notes and Click Save_
+
+A saved successful message will be displayed at the top of the page.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image338.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image338.png "image_tooltip")
+
+
+_Saved Successfully_
+
+
+## **How to refer a test to another laboratory**
+
+
+
+1. If the technician identifies a reason for referring the sample to another laboratory for confirmatory or other additional testing, they will click on the > arrow on the test to expand the test referral section. In this illustration, a test from the previous section is used.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image339.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image339.png "image_tooltip")
+
+
+_Click on a Test to Expand Referral Section_
+
+
+
+2. Enter the **Method**,** Referral Reason**, **Institute**, **Test to perform** and **Sent Date **then click on the ** Save **button.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image340.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image340.png "image_tooltip")
+
+
+_Enter Referral Details and Click Save_
+
+A saved successful message will be displayed at the top of the page.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image341.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image341.png "image_tooltip")
+
+
+_Saved Successfully_
+
+
+# **PART 13: RESULTS VALIDATION (BIOLOGICAL VALIDATION)**
+
+After results are entered by the lab technician, the biologist must review and validate the results. OpenELIS Global displays all results by laboratory unit, listed by laboratory number order. The biologist can then accept or reject the result. Accepted results appear on the patient report. Rejected results return to the lab unit for re-testing or other verification.
+
+
+## **How to get to the results validation page**
+
+
+
+1. Hover the mouse over the hamburger icon and click to open the menu.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image342.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image342.png "image_tooltip")
+
+
+_Access the OpenELIS menu_
+
+
+
+2. Hover the mouse and click on the drop-down menu under the Results module.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image343.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image343.png "image_tooltip")
+
+
+_Click on Validation dropdown Menu_
+
+Results can be validated through;
+
+
+
+1. Search by Routine.
+2. Search by Study
+3. Search by Order
+4. Search by Test Date
+5. Search by Order Numbers
+
+
+## **How to validate results By Routine Search**
+
+
+
+1. To validate results routinely, click on** Search By Routine** under the Validation module.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image344.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image344.png "image_tooltip")
+_Click Search By Routine_
+
+
+
+2. Click on the **Select Test Unit** drop-down menu.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image345.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image345.png "image_tooltip")
+_Select Test Unit_
+
+
+
+3. Click the laboratory unit for which you want to validate results.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image346.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image346.png "image_tooltip")
+
+
+_Click on Laboratory Unit_
+
+Note: Upon clicking on the laboratory unit, the system will conduct a search.A list of all the results ready for validation in the laboratory is displayed.
+
+
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image347.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image347.png "image_tooltip")
+
+
+_Searched Results_
+
+
+
+4. If there are results that are within normal range of acceptance, you can check the box **Save All Normal **to validate the normal results on the page at once. Click on the** Save **button.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image348.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image348.png "image_tooltip")
+_Save All Normal Results_
+
+The normal results will be validated and saved successfully.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image349.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image349.png "image_tooltip")
+_Normal Results Validated Successfully_
+
+
+
+5. If all results are valid, you can check the box **Save All Results **to validate all results on the page at once.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image350.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image350.png "image_tooltip")
+
+
+_Click Save Checkbox for Valid Result _
+
+
+
+6. If none of the results are valid, use the checkbox **Retest All Results ** to reject all of the results at once.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image351.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image351.png "image_tooltip")
+_Click Retest Checkbox for Invalid Result _
+
+**Note: **you can check the box under the appropriate column—Save for validate, Retest for reject—next to each test result.
+
+
+
+7. For _valid results_, enter any comments for the patient or provider that should accompany the test results. These comments will appear on the patient report. For _invalid results_, enter any comments for the lab technician regarding the validation of results and any required follow-up. These comments appear only for the lab and do not appear on the patient report.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image352.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image352.png "image_tooltip")
+_Enter Comments under Notes_
+
+The Past Notes are displayed in the last column.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image353.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image353.png "image_tooltip")
+_Past Notes_
+
+
+
+8. Once you have entered all the results, go to the bottom of the page and click the **Save ** button.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image354.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image354.png "image_tooltip")
+
+
+_Click Save_
+
+A successful message will be displayed at the top of the page.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image355.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image355.png "image_tooltip")
+
+
+_Results Validated Successfully_
+
+
+## **How to validate results By Order**
+
+
+
+1. To validate results by order, click on** By Order **under the Validation module.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image356.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image356.png "image_tooltip")
+
+
+_Click Order_
+
+
+
+2. Enter the accession number in the text box
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image357.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
>>>>> gd2md-html alert: inline image link here (to images/image358.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image358.png "image_tooltip")
+
+
+_Click search_
+
+Upon clicking on the search button, the system will conduct a search.A list of all the results ready for validation in the laboratory is displayed.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image359.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image359.png "image_tooltip")
+
+
+_Searched Results_
+
+
+
+4. If there are results that are within normal range of acceptance, you can check the box **Save All Normal **to validate the normal results on the page at once. Click on the** Save **button.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image360.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image360.png "image_tooltip")
+
+
+_Save All Normal Results_
+
+The normal results will be validated and saved successfully.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image361.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image361.png "image_tooltip")
+
+
+_Normal Results Validated Successfully_
+
+
+
+5. If all results are valid, you can check the box **Save All Results **to validate all results on the page at once then click on the **Save** button.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image362.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image362.png "image_tooltip")
+
+
+_Save all results_
+
+
+
+6. If none of the results are valid as illustrated below, use the checkbox **Retest All Results ** to reject all of the results at once.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image363.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image363.png "image_tooltip")
+
+
+_Click Retest Checkbox for Invalid Result _
+
+**Note: **you can check the box under the appropriate column—Save for validate, Retest for reject—next to each test result.
+
+
+
+7. For _valid results_, enter any comments for the patient or provider that should accompany the test results. These comments will appear on the patient report. For _invalid results_, enter any comments for the lab technician regarding the validation of results and any required follow-up. These comments appear only for the lab and do not appear on the patient report.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image364.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image364.png "image_tooltip")
+
+
+_Enter Comments under Notes_
+
+The Past Notes are displayed in the last column. Use the horizontal scroll bar to scroll.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image365.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image365.png "image_tooltip")
+
+
+_Past notes_
+
+
+
+8. Once you have entered all the results, go to the bottom of the page and click the **Save ** button.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image366.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image366.png "image_tooltip")
+
+
+_Click Save_
+
+A successful message will be displayed at the top of the page.
+
+
+## **How to validate results By Range of Order Numbers**
+
+
+
+1. To validate results by order, click on** By Range of Order Numbers **under the Validation module.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image367.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image367.png "image_tooltip")
+
+
+_Click by range of order numbers_
+
+
+
+2. Enter the laboratory number to load the next 99 records starting at that laboratory number
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image368.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
>>>>> gd2md-html alert: inline image link here (to images/image369.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image369.png "image_tooltip")
+_Click search_
+
+Upon clicking on the search button, the system will conduct a search.A list of all the results ready for validation in the laboratory is displayed.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image370.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image370.png "image_tooltip")
+
+
+_Searched Results_
+
+
+
+4. If there are results that are within normal range of acceptance, you can check the box **Save All Normal **to validate the normal results on the page at once. Click on the** Save **button.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image371.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image371.png "image_tooltip")
+
+
+_Save All Normal Results_
+
+The normal results will be validated and saved successfully.
+
+
+
+5. If all results are valid, you can check the box **Save All Results **to validate all results on the page at once then click on the **Save** button.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image372.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image372.png "image_tooltip")
+_Save all results_
+
+
+
+6. If none of the results are valid as illustrated below, use the checkbox **Retest All Results ** to reject all of the results at once.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image373.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image373.png "image_tooltip")
+_Click Retest Checkbox for Invalid Result _
+
+**Note: **you can check the box under the appropriate column—Save for validate, Retest for reject—next to each test result.
+
+
+
+7. For _valid results_, enter any comments for the patient or provider that should accompany the test results. These comments will appear on the patient report. For _invalid results_, enter any comments for the lab technician regarding the validation of results and any required follow-up. These comments appear only for the lab and do not appear on the patient report.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image374.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image374.png "image_tooltip")
+_Enter Comments under Notes_
+
+The Past Notes are displayed in the last column. Use the horizontal scroll bar to scroll.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image375.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image375.png "image_tooltip")
+
+
+_Past notes_
+
+
+
+8. Once you have entered all the results, go to the bottom of the page and click the **Save ** button.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image376.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image376.png "image_tooltip")
+
+
+_Click save_
+
+
+## **How to validate results By Test Date**
+
+
+
+1. To validate results routinely, click on** Search By Test Date** under the Validation module.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image377.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image377.png "image_tooltip")
+_Click Search By Test Date_
+
+
+
+2. Enter the** Date** from the calendar and click on the **Search** button..
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image378.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image378.png "image_tooltip")
+_Select Data from Calendar_
+
+Upon clicking on the search button, the system will conduct a search. A list of all the results ready for validation is displayed.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image379.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image379.png "image_tooltip")
+
+
+_Searched Results_
+
+
+
+3. If there are results that are within normal range of acceptance, you can check the box **Save All Normal **to validate the normal results on the page at once. Click on the** Save **button.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image380.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image380.png "image_tooltip")
+_Save All Normal Results_
+
+The normal results will be validated and saved successfully.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image381.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image381.png "image_tooltip")
+_Normal Results Validated Successfully_
+
+
+
+4. If all results are valid, you can check the box **Save All Results **to validate all results on the page at once.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image382.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image382.png "image_tooltip")
+
+
+_Click Save All Results Checkbox for Valid Result _
+
+The Results column has a drop-down menu that allows you to select the result.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image383.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image383.png "image_tooltip")
+_Results Drop-down menu_
+
+
+
+5. If none of the results are valid as illustrated below, use the checkbox **Retest All Results ** to reject all of the results at once.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image384.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image384.png "image_tooltip")
+
+
+_Click Retest Checkbox for Invalid Result _
+
+**Note: **you can check the box under the appropriate column—Save for validate, Retest for reject—next to each test result.
+
+
+
+6. For _valid results_, enter any comments for the patient or provider that should accompany the test results. These comments will appear on the patient report. For _invalid results_, enter any comments for the lab technician regarding the validation of results and any required follow-up. These comments appear only for the lab and do not appear on the patient report.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image385.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image385.png "image_tooltip")
+
+
+_Enter Comments under Notes_
+
+The Past Notes are displayed in the last column.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image386.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image386.png "image_tooltip")
+_Past Notes_
+
+
+
+7. Once you have entered all the results, go to the bottom of the page and click the **Save ** button.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image387.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image387.png "image_tooltip")
+
+
+_Click Save_
+
+A successful message will be displayed at the top of the page.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image388.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image388.png "image_tooltip")
+
+
+_Results Validated Successfully_
+
+
+# **PART 14: REPORT **
+
+Various reports are available in OpenELIS Global. They are grouped into three categories:
+
+
+
+1. Individual Patient Report.
+2. Aggregate Reports.
+3. Management Reports
+
+The reports available depend on your local configuration.
+
+
+
+
+
CATEGORY
+
+
REPORT
+
+
+
+
Individual Patient Report
+
+
Patient Test Results Report
+
+“Patient Status Report”
+
+
+
+
Aggregate Report
+
+
Summary of All Tests
+
+
+
+
Summary of HIV test
+
+
+
+
Management Report
+
+
Activity Reports
+
+
+
+
Referred Tests Report
+
+Non Conformity Events Report
+
+
+
+
Delayed Validation Report
+
+Audit Trail Report
+
+
+
+
+
+There are two guides to producing reports:
+
+
+
+1. How to generate the Patient Results Report.
+2. How to generate a Study Report
+3. How to generate all other report
+
+
+## **How to get to the results validation page and generate a report by routine.**
+
+
+
+1. Hover the mouse over the hamburger icon and click to open the menu.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image389.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image389.png "image_tooltip")
+
+
+_Access the OpenELIS menu_
+
+
+
+2. Hover the mouse and click on the drop-down menu under the Reports module.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image390.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
>>>>> gd2md-html alert: inline image link here (to images/image391.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image391.png "image_tooltip")
+_Click on Routine_
+
+
+
+4. Click on the **Patient Status Report **drop-down menu.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image392.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
>>>>> gd2md-html alert: inline image link here (to images/image393.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image393.png "image_tooltip")
+_Click Patient Status Report _
+
+
+
+6. For _a single laboratory order: _Enter or scan the laboratory number in the **From **field.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image394.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image394.png "image_tooltip")
+
+
+_Enter or Scan Lab/Order Number_
+
+
+
+7. Click the **Generate printable version** button. A PDF version of the report will appear in a new browser window.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image395.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image395.png "image_tooltip")
+_Click Generate_
+
+
+
+8. For _a contiguous range of laboratory orders by number: _Enter or scan the starting laboratory number in the **From **field and enter or scan the ending laboratory number in the **To **field.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image396.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image396.png "image_tooltip")
+_Enter Range of Laboratory Orders _
+
+
+
+9. Click the **Generate printable version** button. A PDF version of the report will appear in a new browser window.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image397.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image397.png "image_tooltip")
+_Click Generate_
+
+
+
+10. For _a single patient’s entire order history: _Enter the **Patient ID **in the **From **field.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image398.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image398.png "image_tooltip")
+_Enter Patient ID and Search_
+
+
+
+11. Upon clicking on the Search button, the search results will return a matching patient with a selected radio-button.
+12. Click the **Generate printable version** button. A PDF version of the report will appear in a new browser window.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image399.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image399.png "image_tooltip")
+_Click Generate _
+
+13.To generate reports by site, select the **Site Name**, you can check the check box for **Only Reports with results**, select the **Date Type** from the drop-down menu, enter the **Start **and **End Date** and click on **Generate printable version**. A PDF version of the report will appear in a new browser window.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image400.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image400.png "image_tooltip")
+_Generate Reports By Site_
+
+
+## **How to generate all other reports.**
+
+
+
+1. Hover the mouse over the hamburger icon and click to open the menu.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image401.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image401.png "image_tooltip")
+
+
+_Access the OpenELIS menu_
+
+
+
+2. Hover the mouse and click on the drop-down menu under the Reports module.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image402.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
>>>>> gd2md-html alert: inline image link here (to images/image403.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image403.png "image_tooltip")
+_Click on Study_
+
+
+
+4. Click on the drop-down menu for desired.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image404.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
>>>>> gd2md-html alert: inline image link here (to images/image405.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image405.png "image_tooltip")
+
+
+_Click on a Report_
+
+
+
+6. Enter the search parameters. In this illustration, the last name is entered and the search button is clicked.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image406.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image406.png "image_tooltip")
+_Enter Patient ID and Search_
+
+
+
+7. Click on the radio-button against the desired patient to select the patient. Click the **Generate printable version** button. A PDF version of the report will appear in a new browser window.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image407.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image407.png "image_tooltip")
+_Click on Patient and Generate Printable Version_
+
+
+# **PART 15: HELP**
+
+
+## **How to access the user manual**
+
+
+
+1. Hover the mouse over the hamburger icon and click to open the menu.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image408.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image408.png "image_tooltip")
+
+
+_Access the OpenELIS menu_
+
+
+
+3. Hover the mouse and click on the drop-down menu under the Help module.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image409.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image409.png "image_tooltip")
+
+
+_Click help drop-down menu_
+
+
+
+4. Click on the **User Manual **to access the user manual
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image410.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image410.png "image_tooltip")
+
+
+_Click manual_
+
+
+## **How to access process documentation.**
+
+
+
+1. Click **VL Form** under process documentation to access the form.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image411.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image411.png "image_tooltip")
+
+
+_Click VL form_
+
+A portable document format (PDF)will be opened for the VL Form
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image412.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image412.png "image_tooltip")
+_VL form_
+
+
+
+2. To download the form, click on the download icon at the top right.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image413.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image413.png "image_tooltip")
+
+
+_Download form_
+
+
+
+3. To print the form, click on the printer icon at the top of the top right.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image414.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image414.png "image_tooltip")
+
+
+_Print form_
+
+
+
+4. Click **VL Form** under process documentation to access the form.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image415.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image415.png "image_tooltip")
+
+
+_Click VL form_
+
+A portable document format (PDF)will be opened for the VL Form
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image416.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image416.png "image_tooltip")
+
+
+_DBS form_
+
+
+
+5. To download the form, click on the download icon at the top right.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image417.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image417.png "image_tooltip")
+
+
+_Print form_
+
+
+
+6. To print the form, click on the printer icon at the top of the top right.
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image418.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image418.png "image_tooltip")
+
+
+_Print form_
+
+
+# **PART 16: LOGGING OUT OF OPENELIS**
+
+
+## **How to logout of your OpenELIS session**
+
+
+
+1. To logout from your OpenELIS session, hover the mouse to the top right corner and click on the profile icon
+
+
>>>>> gd2md-html alert: inline image link here (to images/image419.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
>>>>> gd2md-html alert: inline image link here (to images/image420.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>
+
+
+![alt_text](images/image420.png "image_tooltip")
+
+
+_Accessing Logout_
+
+
+
+2. Click on the logout menu option. Upon successful logout, you will be navigated to the login
+
+
+
+
>>>>> gd2md-html alert: inline image link here (to images/image421.png). Store image on your image server and adjust path/filename/extension if necessary. (Back to top)(Next alert) >>>>>