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1. A Searching For An Existing Summary Diagnosis The user has two options to search for a summary diagnosis Report Type or Report Sub type The user can also View All Records Main Search Criteria e Report Type where the user must choose one type from the list and e Report Sub Type User must choose one type from the list athx Laboratory Information System pathx MANAGING SUMMARY DIAGNOSIS Hae nosis Report Classification Report Type Report Sub Type Diagnosis EEE B Establishing A New Summary Diagnosis Icos Cancer Red Active Mapping Save Summary Diagnosis Add Hew Summary Diagnosis e To add anew summary diagnosis click New Summary Diagnosis located in the top tool bar At a minimum user must enter report type report sub type and diagnosis e To save the screen information click Save Summary Diagnosis C Editing An Existing Summary Diagnosis e To edit a summary diagnosis click Edit located next to the Summary Diagnosis ID e To Save the edited summary diagnosis click Save Summary Diagnosis athx Laboratory Information System pathx MANAGING SPECIMEN TESTS amp STAINS 18 By Selecting the Tests Button within the Maintenance Module the Tests window as seen below will appea
2. Client byID by Name Report Types Filter by Reported Date From Date 1 1 2010 af 12010 w Thru Date 12 31 2010 12 31 2010 w Accession Mo w Select All Unselect All Resend Reports Accession User Collected Target 1 Al Date lt Type Number Name Reported Date Reported Date J o pa resas seeme saen aenn Jasmin ae Dam Derome amorem sum nem mme ame o aa fee mem s nen nen ara a eaea merem an es ame emn oa ejawen nen ean mammas ene emn PG eremm amorem s m ooon sum ame pa lremen meam sem umeen ne roen 019 femme smoren een mon emo eer Select Type Log Delivery Date Delivery Date lt Ull Reports found 260 B Placing Or Removing A Hold From An Existing Report 1 Select the Report for which the hold is to be placed or removed from by checking the box located in the Select Column 2 Click the Hold Reports button located in the top right corner of the screen 3 Click the Un Hold Reports Button located at the top center of the screen C Canceling The Delivery of a Report 1 Select the Report for which the deliver is to be canceled by checking the box located in the Select Column 2 Click the Remove Reports button located in the top right corner of the screen D Resending Reports Previously Delivered 1 Select the Report for which the delivery is to be resent by checking the box located in the Select Column 2 Click the Resend Rep
3. atient History View Edit Case Reports Birthdate Age Sex Bill To eg Lab Instructions Client ID Name Phone Number Incidents continued e View All Opens Browse Incidents screen to view incidents from a case or all existing incidents May search by client status incident type and or creation date range Incident reports may be printed Tests e Order New Test Order new tests on a case e View All View entire list of tests ordered for a case e View Test Reports View and complete breast prognostics and SISH tests if ordered Logs e Audit Log Allows audit all of events from the case by user name and date e Notes Log Maintains log of issues reported by client and actions taken by case and date e Report Distribution Log Maintains log of report delivery to clients via e mail remote print fax courier and or web e Slides Distribution Log Maintains log of slide location internally and or offsite Tools e Manage Images View all images from a case Can filter images by type or show all images e SPO Conversion Creates Consult and Read Only cases by previous slide prep ordered e Shortcut List Opens list of the shortcut hot keys within PathX athx Laboratory Information System M pathx ENTERING NEW SPECIMEN DATA Within the Case Currently Open For Editing Screen users have the ability to add new specimens
4. cccceeeeee eee eeseeeees 59 Managing Specimen TYPeS ccceeeceeeeeeeeeeetseteneteeeneeeeeneneeens 60 Managing Specimen Sub Type ccceeceeeeeeneeeeeeteeeseeeeenaees 62 Managing Summary DiaQnOSis cccceseeeeeeeeeeeeeteeeneeeesaeeees 64 Managing Specimen Tests amp Staining cccceeeceeeeeeneteeseeeenees 66 Managing Incident TyPe S ccccccece eens te eeeeeteneeeeenaeeeenaneeeaaes 67 Managing Correction Reasons rrnunnnnnnnnnnnnnnennnennarnennnennnnesen 69 Managing Image Types rruarenavanaverannvennverernavennnennnnnnnenenesnenne 70 Fee Schedules amp Pricing Management aruruurannnanvarnnvnnnnnrererenennr T1 CHAPTER 4 UTILITIES MODULE 0 eee eee es 74 Navigating The Utilities MOdUle cece cece e eee ee eee ee eens ee eeeeeeee fo Incident ManageMent cceceececeeeetecetssseeeeeeeeeneeeeteregteeges Tf Managing Electronic Orders rarananananenannvennvnrsenenesnnnennenennenne 18 Managing CaSES ccccccceccee ence cnet eneeenaeeeeeeeeeaetseeeeeeeaeeeaeeeaes 19 Managing Slide Labels TM Laboratory Information System pathx TABLE OF CONTENTS CHAPTER 4 UTILITIES MODULE eee eee 14 Managing Additional Lab TeSts cccccceeeeeeeeeeeeeeeeeeeeseeaaes 81 Performing Batch SCANNING cccecceeee sees eeeeeeeeeeeeseeeeteaseees 83 Block and Slide Management
5. athx MANAGING SPECIMEN SUB TYPES fication Report Type Report Sub Type iv Active Breast Cytology ji Default f Specimen Type CPT Code Save Specimen Report Class Specimen Sub Type Name Slides Per Block Add New Specimen B Establishing A New Specimen Sub Type e To add anew specimen sub type click New Specimen Sub Type located on the tool bar in the Browse Specimen Sub Types Screen e Ata minimum user must enter report type report sub type and specimen type e To Save the screen information click Save Specimen Sub Type C Editing An Existing Specimen Sub Type e To edit a specimen sub type click Edit located next to the Specimen Sub Type ID e To Save the edited specimen sub type click Save Specimen Sub Type athx Laboratory Information System pathx MANAGING SUMMARY DIAGNOSIS 17 By Selecting the Summary Diagnosis Button within the Maintenance Module the Browse Summary Diagnosis window as seen below will appear This screen has three primary functions A Searching For An Existing Summary Diagnosis B Adding A New Summary Diagnosis and C Editing An Existing Summary Diagnosis r New Summary Diagnosis Search Criteria Summary Diagnosis Report Type Consultation Report Sub Type Breast Cytology view All Records Search
6. Laboratory Information System athx MANAGING LAB SUPPLIES 13 By Selecting the Supplies Button within the Maintenance Module the Supply window as seen below will appear This screen has three primary functions A Viewing Existing Supplies B Adding New Supplies and C Editing Existing Supplies lw Active Add Hew Supply Description Supplies List H Histology H Cytology Test Requisitions Other Expand all Once the Supply window is open the user can add new supplies or edit existing supplies by client specialty athx Laboratory Information System MANAGING LAB SUPPLY CATEGORIES 14 By Selecting the Category Supply Button within the Maintenance Module the Category Supply window as seen below will appear This screen has three primary functions A Viewing Existing Supply Categories B Adding New Supply Categories and C Editing Existing Supply Categories Category Description Active lsa Test Requisition h Categories List Al Categories Cytology i Histology Other Test Requisitions Add New Category Gave h MW Expand All Once the Category Supply window is open the user can create or edit available supply categories by specialty
7. pathx ESTABLISHING A NEW CASE The New Case command within the Cases Module offers users the ability to create a new case record within the system Upon accessing the toolset a New Case Screen will appear and all relevant case information can be entered After all data deemed necessary has been entered clicking the Save button will assign the next available accession number and record the case within the PathX LIS system reating ase File Physician Case Status Incidents Tests Logs Tools Accession Number New Collected Received 11 2 2011 Reported TT GS Social Security Birthdate Last Fi Middle Referring Physician Fax Number Other Info Transcriptionists Chart Requesting Physician Requisition C Send Slides to Client Note After a case has been saved within PathX an Update button will appear allowing for future edits to be saved and a Create button will appear that will allow the user to access the Specimen toolset Once the specimen s are entered the Create button will revert to View athx Laboratory Information System 18 errs NAVIGATING THE CASE FILE MENU if A DE ms us T eg E vu i Send To Physician Create New Order Mew Tests Audit Log Print Preview i Take From Physician View All View All Motes Log ee Images l A a NG z Shortcut List Print y 5 Report Distribution Log Gross Preview ee Slides Di
8. Rag Physidan DR M D Phone 813 555 5555 Client Sample Client 10 2 Review your selections and click Save when done TRE Blockis Slide Units x Location Hie dio Count to Bill Hequested By send lo athx Laboratory Information System M pathx APPLYING ICD 9 CODING p Delete ICD9 Codes EE Specimen Wo E Primary Diagnosis m ICD9 amp SummaryDiag ICDOType 2 172 6 Upper Limb Including Shoulder Malignant Melanoma 232 4 Scalp and Skin of Neck Carcinoma in Situ BM cickhere to addarpurecord 0 PM Selecting the ICD 9 button within the Cases Screen will open the ICD 9 Codes Information screen as seen above The ICD 9 Toolset allows users the ability to input all coding associated with the testing performed on each specimen The typical workflow process for applying ICD 9 Codes is as follows 1 Begin by pressing the Click here to add a new record to add a new ICD 9 Code 2 Within the new record select the Specimen Number associated with the ICD 9 Code to be applied 3 For each specimen assigned to the case users are required to either Assign a ICD 9 Code manually or select the ICD 9 Code from the Drop Down List of Summary Diagnosis 4 For each ICD 9 Code assigned to the case user must assign the appropriate ICD9 Type by selecting either Clinical or Diagnosis from the drop down menu 5 All users are required to designate a Primary Diagno
9. Report Configuration Requisitions Case Defaults re Other Info Tab On this tab miscellaneous setup information is entered for the client Report Configuration Tab Detailed in Three Sub Tabs Report Distribution Accession and Labels and Case Defaults Report Distribution Sub Tab In this sub tab client result delivery method s are defined Different methods can be defined at the delivery report type level as well athx TM Laboratory Information System pathx CREATING amp EDITING CLIENTS Fee Schedules Select the Client A pr Demographic Info p amp Sta Copy Reports To Motes Pickup and Route deri ndard Miscellaneous Breast Pathology Dermatology Gastroenterology Hematopathology Gyn Histology Uro Histology Prostate Oral Pathology PNA Cytology Non Gyn Cytology slid Breast Cytology e Prep Only Miscellaneous Breast Pathology Dermatolog Sort by ID Sort by Name Requesting Physicians Report Distribution Accession Prefix Auto Numbered Force Accession Prefix E Label Use Default Accession Format Block Level Format Header Text Print Accession Left Zeros Print Block and Level Numbers Print Chart Number Print Collected Date Pathologist Preferences lt Other Info Accession and Labels Report Configuration False True Default True True False Fa
10. ccccceeeeeeeeeteeeeteeeseesteennees 84 ACCESSION LADEIING ccc cece eee eee eect tenet eeaeeaeeeneteaseeeeeeegateeas 85 Distribution Of Client Reports rarnnrnnnnnvarerannvennnnnresnnersnnnesnn 86 Managing Pathologist SCHedUIeS cceeeeee eect cena ee eeeeeeeees 88 Slide DiStriDUtiOn cccececece eee ee teen eeteeeeeteneeteeeeeeegeteeegeeeees 90 Slide Log MANAGeEMEN cc cece eeece cnet cence eneteeaeteateeaetsenteaes 92 Coding CASES ccce cece eee e ete et eens etna te eeee eens tees teeeeeeteeeeegateeaaees 93 Managing Lab Supply Orders ccccceceee eee eeteeeeeseeeeneeeeeenaas 95 Sytem ReportS arnnnaunnnnnnnnennunnennnnnnnennennennunnernannnnennunneenennnn 97 Accessing Sysem LOGGS cecc cece eeee teat eeeeeeeeeateeseatenaeeetseaeeas 100 Managing Notes rraraaranavannanannenavennnennesnernnennenersrnnsnnennneenene 101 Unlocking Cases rrnnanaunnnnnnnnnannennnannennennernennnernnnnennennnennenne 102 Managing Keyboard Shortcuts ccccceeee cece eee eeteeeeeeteeeaaes 103 Viewing System Updates And Releases cccceeeeeeeeeeeeeeees 104 Zip Code Management aranananannnnnvennnvennnnnnenunennernesnnenersenennne 105 CHAPTER 5 REMOTE PATHOLOGIST MODULE 106 Navigating The Remote Pathologist Module ceeeeeeeee es 107 Managing Digital IMaAQery ccccceeeeeee eee eeeeeeeeeeeseeaeeaeeeesaes 1
11. 1 Users 2 Diagnosis Location Enter Edit Users and designate A listing of all diagnosis 3 Gross Location appropriate access locations within the system A listing of all gross locations permissions within the system 4 Owners 5 Referring 6 Requesting A listing of pathology groups A listing of all referring A listing of all requesting within the system physicians within the system physicians within the system 7 Pathologist Instructions 8 Insurance 9 Client A listing of all available A listing of all insurance Allows creation or editing of pathologist instructions within carriers within the system new or existing clients the system athx Laboratory Information System athx CHAPTER 3 MAINTENANCE MODULE 10 Pickup Allows creation or editing of all client pickup methods 13 Supplies Allows creation or editing of all supplies available to clients 16 Specimen Sub Type Allows creation or editing of specimen sub types available 19 Incident Type Allows creation or editing of all incident types available for use within system 22 Fee Schedule Allows editing of all pricing uti lized within PathX 11 Route Allows creation or editing of all client delivery route methods 14 Supply Category Allows creation or editing of new or existing supply categories 17 Summary Diagnosis Allows creation or editing of available standard diagnosis 20 Correction Reasons Type Al
12. ip Code State l Active Save Requesting Physician Clear Fields e To add anew requesting physician click New Requesting Physician located on the tool bar in the Requesting Physician Maintenance Screen At a minimum user must enter first and last name To save the screen information click on Save Requesting Physician e To edit a requesting physician click on Edit located next to Requesting Physician ID To update the requesting physician information click Update Requesting Physician Address Filters Search Criteria e Address Enter entire address or a few characters to display all matches e City Enter entire city or a few characters to display all matches e State Enter entire state or a few characters to display all matches e Zip Code Enter entire zip code athx Laboratory Information System pathx CREATING INSTRUCTIONS FOR PATHOLOGIST S 7 By Selecting the Pathologist Instructions Button within the Maintenance Module the Pathologist Instructions window as seen below will appear The Pathologist Instructions Toolset serves one primary function Adding New Instructions For Pathologists Pathologist Instruction Information Save Pathologist i Inf ti Pathologist Instruction NLormator oiear Fie EE e To add a new pathologist instruction click New Pathologist Instructions located
13. pathx OPENING EXISTING CASES The Open Case command within the Cases Module allows users the ability to access cases that were previously recorded in the system and can be viewed in list format on the Browse Cases Screen if relevant case data is known the end user can expedite the process by utilizing the Quick Search function r Browse Cases Search Criteria Accession Wi tu ral me byID by Name zal or Ea Pathologist 23 T Report Type and Sub Type All All Chart Filter by Patient C Advanced Options Filter by Date Quick Search Pathologist Accession Patient Name Patient DOB Patient SS OG Chart Mel 3 Preview lt j Print G Print Gross 3 Print Labels Send To Phys Sign Cut Accession Collected Received Number Date Date Patient Reported Date Case Status hl View Patient Pending Clinical Data View Patient Pending Signdut View Patient Pending Signdut Vien Patient Pending Signdut View Patient Pending Supplemente Pending Gross Pending CPT Codes View Patient View Patient View Patient View Patient Pending Gross Pending Gross Pending CPT Codes View Patient IREL 11 00027 2 28 2011 2 26 2011 IREL 11 00028 3 3 2011 3 3 2011 View Patient View Patient Pending Gross Pending Pathologist Pending CPT Codes View Patient View Patient View Patient Pending G
14. A Assigning Digital Images to Cases B Printing Deleting and Enlarging Pictures ase Images 1 Select the Accession number fromthe Cropdown below 2 Take your picture 3 Click the Capture Image button to add the picture you have taken to the case 4 Enter the specimen number for the picture you just added Use the up down arrows to change the specimen number 5 Optionally you can enter comments for the picture 6 If you like to add more pictures to the case repeat Steps 2 to 5 otherwise goto Step 7 imate than one pE tue Ras Heen aged ie FOLVTLIST aged WAIT D R J GONG tO appear in the aratrecart orge to aqcomotes bis oink the Cust Dh button next to the octane POL die fn ite Maal bathoogy SPOT Click the Save button Case Information E Accession View All Cases Order Tests Client Clinical Data Patient DOB Images o Found l PathX has the ability to add multiple pictures per case and users may also associate the specimen s case number to the picture The following instructions will help navigate through the Cases Images Screen the instructions can also located by selecting Help A Assigning Digital Images to Cases 1 Select the Accession number from the Dropdown 2 Take picture 3 Select Capture Image to add the picture to the case 4 Enter the specimen number for the added picture Use the up down arrows to change the specimen number 5 If desired the user may a
15. Miscellaneous Non GYN Cytology Oral Pathology Prostate and Uro Histology 8 Stain Only Sub reports Breast Pathology Dermatology FNA Cytology Gastroenterology GYN Histology Hematopathology Miscellaneous Non GYN Cytology Oral Pathology Prostate and Uro Histology athx Laboratory Information System 99 pathx ACCESSING SYSTEM LOGS 16 By Selecting the Audit Button within the Utilities Module the Browse Audit Log window as seen below will appear The Browse Audit Log toolset performs one primary function A Viewing Tasks Activities and Events Logged and Recorded Within The PathX System Search Criteria A Preview ee a ent Event Date User Name Event Name rene Type Pr a serosa new aa Tet re Event Type EE i 5 25 2011 12 25 met rene User 5 25 2011 12 25 en es re Client byID 0 by Name ee 5 25 2011 1 51 AM en rene 5 25 2011 1 51 AM en trtenode 5 25 2011 1 51 AM erte 5 25 2011 9 40 AM en aarest ode ver sn men asec Filter by Patient Filter by Event Date From if 1 2011 Thru 6 1 2011 INSERT 5 17 2011 4245 PM Ale M Add Test Order 1REL 11 00042 0 C ie rus found 408 The Audit Toolset allows users to the ability to view all actions completed within the PathX LIS system Users have the ability to search the logs recorded within the system by Accession Number Event Type User or Client A Searching System Logs 1
16. segment searches can also be done by address city state or zip code Main Search Criteria e Last Name Enter entire last name or a few characters to display all potential matches e First Name Enter entire first name or a few characters to display all potential matches e NPI enter Physician s National Provider Identifier Number NPI e Active User can choose from the list to display ALL ACTIVE or NO ACTIVE physician s athx Laboratory Information System athx CREATING amp EDITING REFERRING PHYSICIANS Refering Physician Information Fist Mame Last Name Middle Suffix Contact Information Phone Address Address po City State Zip Code B Creating New Referring Physicians Save Referring Physician Clear Fields e To add a new referring physician click New Referring Physician located on the tool bar in the Referring Physician Maintenance Screen At a minimum user must enter first and last name e To edit a referring physician click on Edit located next to Referring Physician ID To update the referring physician Update Referring Physician information click on athx Laboratory Information System pathx MANAGING REQUESTING PHYSICIANS 6 By Selecting the Requesting Button within the Maintenance Module the Requesting Physicians Mainte
17. 21 By Selecting the Image Type Button within the Maintenance Module the Image Types Maintenance window as seen below will appear The Image Types toolset performs two primary functions A Adding New Image Types and B Editing Existing Image Types Send ToClient Mnemonic 35 T m D I I 1 Pi 1 mit 1 m 1 A Establishing A New Image Type e To add anew image type click New Image Type User must enter at least the image type e To Save the screen information click Save Image Type B Editing An Existing Image Type e To edit an image type click Edit located next to the Image Type ID e To Save the edited image type click Update Image Type Image Type Image Type Information h Sent To Client Image Type Mnemonic Save Image Type a Clear Fields athx Laboratory Information System 70 FEE SCHEDULES amp PRICING MANAGEMENT 22 By Selecting the Fee Schedules Button within the Maintenance Module the Fee Schedule window as seen below will appear The Fee Schedules toolset performs two primary functions A Viewing of Existing Fee Schedules and B Editing Exiting Fee Schedules of Save Print vendor Client GID OName 10 Sample Client 10 Requesting Physician ALL CPT Code LPT Code 38220 3 items LPT Code 38221 3 items LPT Code 80600 9 items LPT Code 83891 9 items LPT Code 83992 3 items CFT Code 83994 9 item
18. This screen has two primary functions Editing Existing Pickup Routes and establishing a New Pickup Route Pickup Routes Maintenance A New Pickup Route Search Criteria RouteType 2 FedEx UPS Abbreviation FEUF Active ia xl x Edit 22 Crosstown Couriers ce M gt Edit 23 Fedex ups FUP M gt E edit 13 NetworkExpress21 men M Edit 8 NetworkExpress22 NZ M gt Edit 14 NetworkExpress23 NER WM gt Edit 12 NetworkExpress23 NER M gt Edit 15 NetworkExpress 24 NM M Edit 17 NetworkExpress25 NS M gt Edit 10 NetworkExpress26 NG M gt Entry accepts partial Edit 18 NetworkExpress27 Nr M ala Edit 19 Network Express28 Nes M gt Hi i 25 FedEx UPS FUP WM Pickup Report Type e Edt 25 ae Edit 16 14 M Jen Pickup Routes Al 1 lt 1 A lt 1 z To add a new pickup route click New Pickup Route located on the tool bar in the Pickup Route Maintenance Screen Enter the pickup route type and its abbreviation To save the screen information click Save Pickup Route To edit a pickup route click Edit located next to the Pickup Route ID To update the Pickup Route selected for editing click Update Pickup Route athx Laboratory Information System pathx MANAGING REPORT DELIVERY METHODS 11 By Selecting the Route Button within the Maintenance Modul
19. ee ELTEL To add a new owner click New Owner located on the tool bar in the Owners Maintenance Screen Owner Information Owner Hame COO CIMI Client ID Save Owner Clear Fields Note If user selects Edit the Save Owner button will display Update Owner athx Laboratory Information System pathx CREATING amp EDITING REFERRING PHYSICIANS 5 By Selecting the Referring Button within the Maintenance Module the Referring Physician Maintenance window as seen below will appear The Referring toolset serves two primary functions A Viewing Existing Referring Physicians and B Creating New Referring Physicians Entry accepts partial matching search First Name Middle Suffix Address AUSTIN J M D MD ors mo POO aun c mo rosoxs MD mor fe mo moa mo BEL Josemosemto fmo mo FERNANDO ean 2 fa nm mo ean fa fam mo feat 25081 fa morammad mo Ean 2005 fa hamora mo feat 14672 fa rammen mo feat 1755 fa oon mo Edit 4322 AB LIONEL M D 4 A Searching Existing Referring Physicians fal X The user has different options to search for a specific referring physician within the Search Criteria section Searches may be done by physician s last name physician s first name NPI or active status on the main segment On the Additional Filter
20. ei a a mn ninm re REL 11 0 ak anding Gro Patient 1REL 11 00033 3 21 2011 svenn Pending CPT Codes ikk ease REL 11 i Patient 1REL 11 00035 ERTER am o ae Clinical Data View EET Patient Patient 2R Patient 1PRO 11 000014 4 3 2011 oe OM Pending CPT Codes Patient 1REL 11 00036 snop fen Ready for Pathologis view Patient Patient 19 42 Ready For Pathologis Cen este in 1WPC 11 00005 4 28 2011 aaa Pending CPT Codes w lt m Cases found 770 A Searching For An Existing Case e Users can search Cases using an accession number open or close status client pathologist report type sub type or Chart number The search function also allows for cases to be filtered by patient or date B Printing Existing Reports e To print one or more Pathology Report s or Pathology Gross Report s highlight the applicable cases by clicking the left mouse button followed by pressing the Print button or Print Gross Button athx TM Laboratory Information System athx MANAGING SLIDE LABELS 4 By Selecting the Slide Labels Button within the Utilities Module the Slide Labels window as seen below will appear The Slide Labels toolset performs three primary functions A Printing Multiple Labels Batch Printing B Printing Individual Labels and C Printing Blank Labels From 1REL 11 THU iREL 11 A Printing Batch Labels e In order to print multiple labels
21. the From and Thru fields must be completed specifying the entire range of accession numbers followed by selecting the Print button B Printing An Individual Label e Select the Individual Print tab located at the top of the Slide Label screen enter the desired accession number and select the Print button C Printing Blank Labels e Select the Blank Labels tab located at the top of the Slide Labels Screen enter the accession number specify the number of blank labels desired and select the Print athx Laboratory Information System button pathx MANAGING LAB TESTS 5 By Selecting the Additional Tests Button within the Utilities Module the Tests window as seen below will appear The Additional Tests toolset performs three primary functions A Searching Existing Tests Ordered Within The System B Recording Control Results For Selected Tests and C Canceling or Marking a Test Complete Control Results v x Cancel O Complete i E Status a Accession F Block 17 Bune Location 4 Co Slide a To Bill Count t gt le el akk 1CON 10 00008 1CON 10 00017 Cut Thru 1CON 10 00024 ALK1 Anaplastic Ly 1C0N 10 00024 he Carcinoenbryo 1C0N 10 00024 CEA Carcinoembryo 1CON 10 00024 EGFR Epidermal Gro 1CON 10 00041 HPY Helicobacter Py 1CON 10 00056 Congo Red 1DCD 09 00002 mem M ae II SCS SI ole So i M e M M MM MM M ooh A Sear
22. users are required to record the number of Units completed The Fee Amount for each CPT Code will be automatically populated based on the Vendor Fee Type and Bill By selections athx Laboratory Information System pathx CREATING AND OR EDITING INCIDENTS To create a new incident within PathX simply select Create New from the Incidents drop down menu After the selection has been made the Incident Screen will appear and the ability to enter detail regarding the event can be recorded Case information is automatically populated as well as the user whom recorded the incident Previously recorded Incidents can be reviewed and or edited by selecting View All from the Incidents drop down menu Upon accessing the Browse Incidents Screen to edit an incident select View next to the desired Accession Number and edit accordingly Case Information Accession 1REL 11 00036 Client 10 Sample Client 10 Patient Mame SAMPLE PATIENT Sort 123 45 6769 DOB 1 1 1901 Created On Mow Created By Incident Type Specimen Site Test Affected Person Reporting Error Client Notified Specimen Returned verbal Correction Accepted Tissue Processed Person Contacted at Client s office Statement of Facts Results Qutcome Person Directly Responsible F known Te Follow up Comments Phone 813 977 8550 christopher Hazelwood athx Laboratory Information System M
23. 15 2009 0515 2009 11 36 AM mm Pending Edit 10 Sample Client 10 05 15 2009 05 15 2009 11 39 4M PG Pending Edit 10 Sample Client 10 05 20 2009 05 20 2009 02 45 PM Pending 0 Edit 410 Sample Client 410 616 2009 06 16 2009 09 18 AM Pending Edit 490 Sample Client 490 0671672009 06 16 2009 09 46 AM Pending Pending Pending 2 3 Edit 06 15 2009 05 48 PM Pending amp g Edit ENE 10 Sample Client 10 0671872009 06 18 2009 11 57 AM Edit S0 10 Sample Client 10 06 18 2009 06 18 2009 12 08 Ph A mo t 61 13 Sample Client 13 OFT F009 08172009 03 48 Phd OTA 2009 04 27 PM Shipped du FT 71 Samele Cie 71 NT ENNO AT MH 7 ENNO Ae 1G Dhd ER Fa B Editing Existing Orders 1 Locate the Supply Order by completing the necessary search E wo N Click OK Select the Edit button located to the left of the Requisition ID Number of the order Perform the necessary edits to the order C Adding A New Supply Order 1 On the Browse Supply Orders Home Screen Select the New Supply Request Order button 2 3 4 5 Select the Client for which the Order will pertain to Select the Supplies to be ordered by checking the bock next to the applicable item Select the quantity of the supply to be ordered Click Save New Order 96 Cancelled Cancelled Cancelled athx TM Laboratory Information System pathx REPORTING CANNED REPORTS 15 By Selecting the Reports Button within the Utilities Module
24. 2 2010 4 7 2010 of25 72010 of 2372010 of24 2010 of24 2010 of24 72010 null null null null null null null null null 10 15 2008 null null null null rull 1143 2009 null null null null null null null null null null null null null null null null null null frulll 120 BE BE 120 212 120 120 120 130 212 BE GE 120 130 BE 120 120 GE GE The Unlock Cases Toolset allows users to unlock cases that are currently being used by another user A Unlocking Cases Within The System 1 Highlight the row of the case you wish to unlock 2 Double click the highlighted cases to unlock athx TM Laboratory Information System 102 pathx MANAGING KEYBOARD SHORTCUTS 19 By Selecting the Shortcut Button within the Utilities Module the Keyboard Shortcut Keys Reference Document will appear Keyboard shortcuts allow users to save valuable time by quickly selecting options relevant to the task at hand Each of the Keyboard Shortcuts are listed below Patients Module Alt N Opens the Patient Toolset Alt E View Patients Alt X Exit Specimens Toolset F1 Specimen 1 F2 Specimen 2 F3 Specimen 3 etc Alt E Specimen Description Alt G Gross Description Alt M Microscopic Description Alt D Diagnosis Alt B Blocks Alt W Edit in PathX Word Alt F Return From PathX Word Alt S Save Alt U
25. Independent Management Services Inc athx Laboratory Information System pathx TABLE OF CONTENTS QUICK START TYPICAL WORK FLOW c cece cece eee 6 CHAPTER 1 PATIENTS MODULE ccc eee cece eee es 7 Navigating The Patients MOdUule cccceeeeeeeeeeeeeeeeeeeneeeeanes 8 Creating New Pattients ccccceceeeeseeeeeeeaeeeeeseeesaeteesaaeeenaaes 9 Search Existing Patients cccceccceeee cece eeeeeeeeeeeeeeeeeeeeeeeaeens 11 Edit Existing Patients ccccccsecce eee eeeeeeeeeeeeeeetegeecaeeeenaeeees 14 CHAPTER 2 CASES MODULE cccccceeee cece ee ee eens 16 Navigating The Cases MOdule ccceceeceeeeeeeeeeeseeeeeeeeneeeaees 17 Establishing A New Case rrarannnaunananannnannennnnnsnannnsnnennnennnennen 18 Navigating The Case File Menu rrnananananuvenrnravenerennnenersennnene 19 Entering New Specimen Data aanannunnrnnnannnnnennennsrernenrennennennenen 22 Ordering Tests For Existing Specimens rrrnrrnnnnnnnnrnnnnnvnnnnnnnnvenrnnnn 23 Managing Case ICD 9 COdes cccc ec cccee cece eect eeeeeeeeeeeeeaenees Managing Case CPT Codes ccccceceeece cece eeeeeeeeeeeeeseeeeeeaeeeees Creating and or Editing INCIdents ccccce cece eee eeeeeeeeteaeee eens Opening Existing CaS S ccccccceeee cece cess sees eenaeeenaeeesaeeteaeees Editing Currently Open Cases aaranaunan
26. Select the criteria for which you desire to see log activity i e Accession Event Type User or Client 2 Define the date rage for the data logs 3 If you prefer results to by filtered by event date or by patient check the corresponding box 4 Click the Search button athx T Laboratory Information System 100 pathx MANAGING NOTES 17 By Selecting the Notes Button within the Utilities Module the Notes window as seen below will appear The Notes toolset performs one primary functions A Viewing Existing Notes Within The System Client SID Name Filter by Date Date Date Range Accession m z Thru 02 07 2012 Notes History j ior my T hint B 8 rae see aie h fi The Notes Toolset allows users the ability to quickly view all notes within the system The user can search a specified time period by Client ID Client Name or Accession number and for a specified Notes Type A Viewing Existing Notes Within The System 1 Enter the Client ID Client Name or Accession Number 2 Enter the Filter by Date criteria i e Date Range Month Year Client ID Client Name Pathologist Sub Type 3 Select Preview athx Laboratory Information System 101 pathx UNLOCKING CASES 18 By Selecting the Unlock Button within the Utilities Module the Unlock Cases window as seen below will appear This Unlock Cases toolset has
27. Tools Accession Number Pending Gross 1REL 11 Report Standard Dermatology Client Client 10 Sample Client 10 Phone Number 513 977 8550 Referring Physician Fax Number Requesting Physician SULLIVAN BRENT C v Pathologist Unassigned Unassigned Diagnosis Location Reliance Gross Location Reliance Grosser Briginom Manolo Cyto Tech Collected 2 28 2011 Patient Received Reported Demographics Patient History Social Security Birthdate Age Sex Bill To 123 45 6789 01 01 1901 ii M Last First Middle SAMPLE PATIENT Clinical Data Other Info Transcriptionists Specimens Chart ICD9 Requisition C Send Slides to Client L Stat C Followup C CallBack C ErrorLog Special Instructions Lab Instructions Specimen The Case Currently Open For Editing Screen also allows for a case to be designated as STAT Follow up Client Callback and or Error Log e STAT Establishes a STAT subsection under the Special Instructions header of the internal gross reports along with the requesting physician and phone number e Follow up Enables a case for follow up tracking e Callback Offers the ability for a case to contain callback information e Error Log Prohibits a case from being signed out if selec
28. V2 90000 6 POSCCLO O04 ee TOT w MODULE CASES s path rd pathx CHAPTER 2 CASES MODULE rv P Pathx Recent Cases b 1REL 11 01238 SAMPLE TEST IREL 11 00036 SAMPLE PATIENT Accession Pathologist Patient Name Patient DOB a Patient 554 OG Chart Case New Cases Open Cases Closed Cases Specimen Within the PathX Laboratory Information System the Case Module has be designed to offer users one portal where new open and closed cases can be accessed The primary functions of the Case Module is to collect and maintain all data relevant to patient cases New Case For newly assigned cases Open Existing Case Cases which have Closed Cases The viewing of cases the New Case Toolset manages the already been recorded in the system which have been previously been process of case accessioning and can be viewed in list format by accessing closed is accomplished through this recording of corresponding data the toolset If relevant case data is function either by browsing cases in known the end user can expedite the list format or by searching process by using the Quick Search function and entering any of the following Accession Number Last Name SS or DOB of a patient To display all cases assigned to a pathologist select Pathologist and enter pathologist s last name only athx Laboratory Information System 17
29. on the tool bar in the Pathologist Instructions Maintenance Screen e Enter pathologist information e To save the screen information click Save Pathologist Instructions e To edit a pathologist instruction click Edit button located next to Pathologist Instructions ID e To update the edited pathologist instruction click Update Pathologist Instructions Note If user selects the edit option the Save Pathologist Instructions button will display Update Pathologist Instructions athx Laboratory Information System pathx MANAGING INSURANCE CARRIERS 8 By Selecting the Insurance Button within the Maintenance Module the Insurance Maintenance window as seen below will appear There are 3 sections on this screen search criteria insurance information and insurance address information The insurance address information is displayed by clicking on the insurance line Insurance Maintenance ny Mew Insurance ua New Insurance Address SEE IL Insurance Name i Owner Hame 157 TEST PATHOLOGIES amp ASSOCIATES M D Insurance Name i TEST PATHOLOGIES amp ASSOCIATES M D dit TEST PATHOLOGIES amp ASSOCIATES M D 153 TEST PATHOLOGIES amp ASSOCIATES M D TEST PATHOLOGIES amp ASSOCIATES M D TEST PATHOLOGIES amp ASSOCIATES MD TEST PATHOLOGIES amp ASSOCIATES M D TEST PATHOLOGIES amp ASSOCIATES M D TEST PATHOLOGIES amp ASSOCIATES M D TEST PATHOLOGIES amp ASSOCIATES M D TEST PATHOLOGIES amp ASSO
30. one primary function A Unlocking Cases That Have Been Locked By Another User r O UNLOCK CASES Select Locked Case Below Accession dtmCollected dimHeceived dimHeparted LockUse 200 1REL D7 44466 REL 07 44514 TREL 08 00015 REL 08 00024P REL 08 00037 REL 08 00082 TREL 08 00052 20CC 08 00003 REL 08 00065 REL 08 00079 REL 09 00007 REL 09 63636 ZREL 09 00004 2REL 09 00005 REL 09 00005 REL 09 63643 ZREL 09 00010 HREL 09 12347 REL 09 63656 ZREL 09 00031 REL 09 66682 REL 10 00689 WPC 10 00109 1C0N 10 00078 C0N 10 00020 1C0N 10 00021 1 CON 10 00022 AREL 10 00712 1C0N 10 00035 REL 10 07597 REL 10 12364 TREL 10 18748 REL 10 18751 TREL 10 18754 671472007 22007 1171872007 4 21 2008 5 19 2008 B42 7 2008 FT 2008 107 672008 107672008 10 14 2008 1029 2008 1426 2009 32072009 373172009 4 13 2003 5 15 2003 52672009 r4 2005 657 2005 6 25 2009 9 5 2009 12 4 2003 3 5 2070 371572010 373172010 331 2010 373172010 373172010 3 30 2010 3 30 2010 of24 72010 of 1 42010 of20 2010 of 20 2010 6 20 2010 Bf 14 2007 ref 200 11 18 2007 4722 2008 5 19 2008 Brar 2008 rr 172008 1076720085 1076720085 10 14 2006 10 29 2008 1227 2009 3 25 2005 3431 2003 4 13 2005 5 15 2003 of26 2009 GA 2009 bear 2003 7162 2003 10 52 2003 12 4 2009 37572010 232010 4 1 2010 47 2 2010 4 2 2010 4 2 2010 47
31. results recorded by highlighting the row of the test 2 Select the Control Results button 3 Click the appropriate result Positive or Negative C Canceling Or Marking A Test Complete 1 Select the Test that is to be canceled or marked complete by highlighting the row of the test 2 Click the Cancel button record the reason for canceling if appropriate then click OK 3 Click the Complete button athx Laboratory Information System M athx PERFORMING BATCH SCANNING 6 By Selecting the Batch Scanning Button within the Utilities Module the Document Batch Scanning window as seen below will appear The Batch Scanning toolset performs one primary function A Scanning Multiple Documents From Different Accessions Scanning Status Total Pages Scanned nog Legal Sele MLE Pages Recagnized GO ega Pages Not Recognized OP The Document Batch Scanning Toolset allows the user to scan a batch of documents from different accessions and automatically assign the documents to their respective accession A Scanning Multiple Documents 1 Select the Page Size of the document s ready for scanning 2 Press the Start Scanning button athx Laboratory Information System pathx BLOCK amp SLIDE MANAGEMENT 7 By Selecting the Update Block Slide Button within the Utilities Module the Cases Quick Update window as seen below will appear The Update Block Slide toolset performs two primary f
32. 0051 06 21 2011 06 20 2011 SAMPLE P Pathologist ri PDF prem 1009 1REL 11 00052 O6f21 2011 06 20 2011 SAMPLE P all ees bf UL IDG izli 20 POF JET LIS 1REL 11 00055 06 21 2011 06 20 2011 SAMPLE P 1REL 11 00054 06 21 2011 06 20 2011 SAMPLE P le 1WPC 11 00014 D6 21 2011 06 21 2011 SAMPLE P 1REL 11 00065 06 21 2011 06 21 2011 SAMPLE P ee Me aaa A A S Note Multiple cases can be selected by holding the CTRL key to individually select cases or the Shift key to select a consecutive group of cases B Applying Coding To A Case After locating the case press the button associated with the coding needing to be assigned CPT or ICD9 Select the applicable coding for the case Press the Save Button C Placing A Case on Hold Marking A Case Complete Or Removing A Case In the event a case needs to be held for various reasons a Hold can be placed by highlighting the applicable case and pressing the Hold Button For those cases were a Hold is placed PathX requires an explanation be documented If the codes recorded within a case are correct users can mark the case complete by highlighting the applicable case and pressing the Complete Button Cases will not be made available for billing until marked complete After the case is marked complete the status will update to Sent to Billing For cases were no Coding is required users can remove the case from the queue by highlighting the appl
33. 04 2011 A Searching For Existing Slide Locations Client 43 Client Name The Slide Distribution Toolset allows users the ability to view the current or last recorded location of slides Search Criteria Searching can be performed utilizing either the basic and advanced option Basic Option allows the user the ability to search by Accession number Client ID or name Slide Location or Pathologist Advanced Option allows the user the ability to search by Report type 90 athx Laboratory Information System pathx MANAGING SLIDE DISTRIBUTION amp LOCATIONS Update Cases Forward Slides ACCESSION Client SID Name Drag column header here to group by that column All Y Received ra E Accession 44 Date Ay Case Status Client Client Name Slides Location Unassigned Pathologist All Date Date Date Range z From 11 04 2011 Thru 11 04 2011 B Recording and or Updating the Location of Existing Slides Select the Case that is to be have the slide location revised Click the Forward Slides Button Select the current location and add addition comments if deemed necessary Click the Save Button P dl C Recording and or Updating Case Data 1 Select the Case that is to be have the case data revised 2 Click the Update Cases Button 3 Select the current diagnosis location and or pathologist 4 Click the Save Button ath
34. 08 Editing Cases rrrnnnnanrannannnannnnnnnennenneneerennanersennenrenrenrenennesne 110 Signing Out Cases rrrannnnnnanrararannannnnennenrenernenranernennennennenee 112 TM Laboratory Information System pathx QUICK START TYPICAL WORK FLOW The Case Module tab is the default screen when PathX launches Select New to begin creation of anew Case The New Case screen will open Select the Report Type and Sub Report Type from the dropdown menus Insert the Collected Date required Add Patient Demographic data as known The SSN is not required but other data will populate if the Patient is already in the database Fill out Client Referring Physician and Gross information if known Enter an Accession value and click Save If the value entered is already in use the next available value will be suggested Select Create to add Specimens to the case which will open the Specimens screen Add basic Specimen data for each specimen in the case A CPT Code may be added for the Specimen Type amp Subtype Select Save to save the data entered this will open the Case Screen To order Tests for Specimens select Tests amp Order New Tests from the Case screen which opens the Order Tests screen Insurance information may be entered at this point using the Patients Module To enter Test Results select Tests amp View Test Reports from the Case screen or use the Additional Test Utility After a case is ass
35. 1 2011 06 21 2011 06 21 2011 06 21 2011 06 21 2011 Search Preview View View m Accession 2 Reported Date O Complete Collected Date 05 24 2011 06 20 2011 06 20 2011 06 20 2011 06 20 2011 06 21 2011 06 21 2011 06 21 2011 Patho I SAMPLE PA SAMPLE P SAMPLE P SAMPLE PA SAMPLE Pay SAMPLE P SAMPLE P SAMPLE PA T The Coder Queue Toolset allows for the assignment of ICD 9 and CPT Codes to cases which are closed When enabled cases that have been signed out are placed in the Coder Queue PathX has been designed to list the Pending Cases upon opening the Coder Queue Toolset A Searching Cases To Review Coding e Users have the ability to filter existing cases via the Search Criteria Engine located on the left side of the Coder Queue Toolset Search Criteria e Searching can be performed utilizing either the basic and advanced option e Basic Option allows the user the ability to search by Accession number Case Status Client ID or name or Pathologist e Advanced Option allows the user the ability to search by Report Type and or Date athx Laboratory Information System M pathx CASE CODING i Vv Complete Status EE NE ee Aaa E Preview 2 View 47 View HY Accession 9 Reported Date Collected Date Patho Fi Client SID Name F 3 Por Je ET OE 1REL 11 00045 05 25 2011 O5 24 2011 SAMPLE P 1REL 11 0
36. Accession Wheel Labels ME 4 Print Select All Unselect All TELLLLLLLLLLLLLLLLLLLLLLLLLLLLLLLLLI col ee co mo on ell co af ll om pol pol mo m na oOfLolf of of of of of of off ofl of of of offo cp co ea ep eo ca an co eo col oa oo l al MOB Ged Doi Goi Goi Goi Gai Doi a Goi ed Eia Ea ii The Accession Labels Toolset allows the user to quickly select all accession wheels within the system through its Select All feature The User may also quickly unselect all accession wheels selected by checking the Unselect All box A Printing Customized Accession Wheel Labels 1 Select the Accession Wheels desired for printing by checking the box located in the Selected column 2 Press the Print Button located in the top right corner of the Accession Labels screen athx Laboratory Information System pathx DISTRIBUTION OF CLIENT REPORTS 9 By Selecting the Reports Distribution Button within the Utilities Module the Client Reports Distribution window as seen below will appear The Reports Distribution toolset performs four primary functions A Viewing The Distribution Method For Existing Reports B Placing Or Removing Holds C Canceling The Delivery of a Report and D Releasing Reports Previously Placed on Hold Search Criteria V Select All Unselect All Resend Reports Delivery Type M Fe Select Type Log ne Delivery Date ee Reported Date ise ka view Re
37. CIATES M D TEST PATHOLOGIES amp ASSOCIATES M D TEST PATHOLOGIES amp ASSOCIATES M D TEST PATHOLOGIES amp ASSOCIATES M D TEST PATHOLOGIES amp ASSOCIATES M D TEST PATHOLOGIES amp ASSOCIATES M D k rm m Owner Name ABC INSURANCE 153 A Berge dit 22 All 5 Edi 1 Edi 142 Ed 142 m m m Im m nm a j a ja ja 3 af 5 m L ABC ABC ABC ABC AIG SBC ABC IE 1 1 1 1 1 B aa la il i i 4 Search There are no records at this time Address i State fipCode Active Entry accepts partial matching search athx Laboratory Information System M pathx MANAGING INSURANCE CARRIERS Insurance Information To add a new insurance click on New Insurance located on the top tool bar in the Insurance Maintenance Screen User must enter insurance name and select owner name from the drop down list To save the screen information click on Save Insurance To edit an insurance click on the Edit button located next to the Insurance ID To update the insurance that was selected click Update Insurance Insurance Information Insurance Name Owner Hame ________ IW Active Save Insurance Clear Fields Insurance Address Information To add a new insurance address click New Insurance Address located on the top tool bar Ata minimum
38. Cases Button within the Remote Pathologist Module the Pathologist Queue window as seen below will appear This screen serves two primary functions A Editing Existing Cases B Signing Out Pending Cases View All Open Cases E Diag A View 2 Accession 4 Patient Name Client Name H Spec Received Date Report SubType Edt _ _case_ Edit Case Case 1REL 08 00001 J DARLENE Sample Client 10 01 02 2008 Gyn Histology Edit Case 1REL 08 00015 J DARLENE Sample Client 10 04 22 2008 Dermatology Edit Case 1REL 08 00024P J DARLENE Sample Client 10 05 19 2008 Prostate Test Lab LLC Patient Name Accession Number 5747 Hoover Blvd J DARLENE 1DLA 07 12345 TAMPA FL 33634 Account Sex B Number Collected Phone 888 747 9576 er DOE Number Fax 813 490 7268 42 9 17 1964 218 05 10 2007 Sample Client 218 Requesting Physician 123 Acme Rd UNKNOWN UNKNOWN UNKNOWN 05 21 2007 LARGO FL 33770 727 581 8767 Reported Clinical Data ABDOMINAL PAIN PATHOLOGY rede Ar Phys Comments Patient Sample A Editing Existing Cases e Inthe event the pathologist desires to edit a case pending sign out by selecting the Case button located immediately to the left of the accession number The diagnosis can also be edited by selecting the Edit button for the applicable accession B Signing Out Pending Cases 1 Click on the View drop down list My Open Cases Select case to sign out Review th
39. F L ASA fala Gamer Dater Taha PL HEL wer a Va MELITA dot imha dj rart Mynder 14 FILE Lampia Pisia Parag LLC Diei Dub 1 2817 LPAI Hiri Ee bagte bane PELL TAMPA ML IHH kami Cerda L L si Pape n h a i Erp Pernia KAN BOT HE im PALF Cis Gere ELEVATED FSA Po Se BG BIDFSY L Lak Lana nn A a i Lak Leani bet BK PROSTATE TISS E La Fann BOG PROSTATE TESE i Laf bbi BM RT ATE THELLE L Laf An ADEL AR a E Mia Da ESR PETA TISTUT F Big bia BEG Foot a a SUE E Eigi Ap BP LA TERS vga Lee Die DM PROSTATE TEST ic Rapa end Mol brer a Tie TEDSSE 14 Lat Praia GE PROSTATE TESTE 13 ag Trio GE PROSTATE TESE ETI TLF Cof Eske al Baer brusen sere TG ms P eel im sm al 1 akse pede eee ee BPS pl he bed ese er dl CECA NE TETEN Tar esol m bores len erd ie mek er ee n ce ed ed ee el Gan ee ogee ma rear Ei n l r Tha spe mer ri sere am heste ar ear eee led L E path CHAPTER 1 PATIENTS MODULE Patients Patient Patient Demographics and Patient Insurance Information Within the PathX Laboratory Information System patient demographic and insurance information is managed inside of the Patient Module The Patient Module has been designed to allow for quick access to add new patients as well as search and edit exiting patients The Patients Module serves two primary functions e Addition of New Patients Patients are uniquely identified in PathX b
40. ING THAT THE REPORT HAS gt TUC WANAO AOIL OCTION NATO AMMA CTTO Notes Fee Schedules Select the Client Sort by ID Sort by Name Re po rt S u b Ta b 10 Sample Client 10 vi Add New Client Allows user to create a report with Copy Reports To Notes Demographic neme Regquesting Physicians Pathologist Preferences Other Info Report Configuration Requisitions all notes related to a p articular client Client ID Name 2 Filter by Date 10 Sample Client 10 Date Date Range z Accession From 01 07 2012 Thru 02 06 2012 M Notes Type All Notes History 04 30 2009 06 38 PM Alem Maril Email Message 04 30 2009 06 19PM Alem Maril Phone Log dlient called and stated that they don t have received the reports that were signed out yesterday afternoon It s pending for us to verified email address for reports delivery 04 29 2009 05 17 PM Alem Maril Email Message Email received from the client to include report a oa onesies distribution via fax _ 04 29 2009 05 14 PM Alem Maril Phone Log CLIENT CALLED STATING THAT THE REPORT HAS 4 gt THE WNA CO IKOATTAAL NATO AKN CTTO GE ath T Laboratory Information System M 52 pathx MANAGING PICKUP ROUTES 10 By Selecting the Pickup Button within the Maintenance Module the Pickup Route Maintenance window as seen below will appear
41. M Laboratory Information System pathx SEARCHING EXISTING PATIENTS First Name State a Edit PATIENT fede PATENT feu PATENT p Em PATENT ian Ear PATENT ae ea fom fa ea fres FL ILYN z PATIENT DANIEL n rm KIMBERLEE Tn PATIENT ALEXANDER FL PAUL PAUL ALLEN SIGOURNEY BRA n m ia Additional Search Criteria e Creation date Enter the exact date specific year and month or a date range e Phone Number Enter the entire patient phone number e City Enter the entire city or a few characters to bring up all the matches e State Enter the entire state or a few characters to bring up all the matches e Zip Code Enter the entire zip code athx Laboratory Information System 12 pathx EDITING EXISTING PATIENTS es New Patient Close Search Criteria First Name Last Name SSN Bith Date Fhone Address p ed PATIENT SAMPLE 123456789 01 01 1901 123 TESTING LANE ea Per Jo fem f ea Pet fs fem o ja SE EE SS JE SEE A a eS Spo i Pew sot eer a Osoecteyex nen ea ane se see hov pf Sauna ca Per some fem Jf ea Per Joe fem mi f ea Pre Joe sem Jf ea ene Jor fem mi o ea Per Joe fem mi ca Per Joe fem mi f ea Pet Jo fs Jf CN i E ea Pet Joe fem S o epe sce Je fin mapet ea foer Jo reser own
42. NT anno Ae AG Ohd Ds Aina 1 Select the criteria for the searching of supply orders i e Order Status Order Origination Client or User 2 Define the date rage for the supply orders 3 Click the Search button athx TM Laboratory Information System pathx MANAGING LAB SUPPLY ORDERS Browse Supply Orders Mew Supply Request Order Search Criteria Status All Order Origination All Client Requested Date Fixed Date 4 Specific year month Date Range fi Search Print Req ID Client SEE Expected Date Delivered Date Status Date Edit 50 13 Sample Client 13 OS 042008 Cancelled 63 Sample Client 63 05 15 2009 Po 111 Sample Client 111 03 25 2010 HM 10 Sample Client 10 0119 2011 NM 10 Sample Client 10 01719 2011 10 Sample Client 10 01719 2011 01 19 2011 03 51 PM Shipped 10 Sample Client 10 0919 2011 Pen 0119 2011 05 35 Pi Shipped 20 Sample Client 20 0504 2009 05 04 2009 10 17 4M 05 04 2009 12 00 Alt Shipped 01192077 03 46 PM Shipped b 18 Sample Client 18 OS 042009 05 04 2009 11 13 AM 05 04 2009 12 38 Ph Shipped 21 Sample Client 21 05404 2009 0504 2009 12 39 PM 05 04 2009 01 14 PM Shipped 26 Sample Client 26 05404 2009 0504 2009 01 17 PM 05 04 2009 03 06 Pk Shipped 10 Sample Client 10 05 03 2009 05 05 2009 07 17 PM 05 04 2009 12 00 AM Shipped Edit 10 Sample Client 10 05 15 2009 05 15 2009 11 31 AM E Pending Edit 10 Sample Client 10 05
43. Pathologist Preferences Other Info Report Configuration Requisitions AF Auto Fax AF22 Auto Fax 22 F AX Axiom E CG Cognoscenti F CLIENT CLIENT CRSlides Client Request Slides CTC Crosstown Couriers F DAPG Diagnosis APG TT RP Remote Print NE21 Network Express 21 F NE22 Network Express 22 NE23 Network Express 23 NE23 Network Express 23 n enance i Fee Schedules Sort by ID Sort by Name EE ie ar Copy Reports To Notes Demographic Info Pickup and Route Other Info Report Configuration Requisitions v Sales Rep Print in A Phone Requisition Fee Schedules Select the Client 8 Sort by ID C Sort by Name Mg y e Giren a Pickup and Route Client s Preferences List Requesting Physicians cesi Other Info Report Configuration Requisitions Breast FNA Cyto Breast Derm Cyto GI Gyn Hem Misc Cick here to add anew pathologist I Fo Fo Tr Tr r pr r er rh fri 4 Ee Pathologist Name All eg Oral Prostate Uro Pickup and Route Tab This tab allows the user to select the collection location for client specimen and the delivery method s Requesting Physician Tab Requesting Physician s are assigned to the client utilizing this tab Pathologist Preference Tab On this clients request preferred pathologists tab can to assign to their cases athx Laboratory Informa
44. Summary Report MTD Summary ABM Report MTD Summary Report Sum of Units by Pathologist Report Vii Slides Distribution Slides Distribution Reconciliation Report athx Laboratory Information System pathx REPORTING CANNED REPORTS 1 Standard Cases Sub reports Miscellaneous Breast Pathology Dermatology Gastroenterology Hematopathology GYN Histology Uro Histology Prostate Oral Pathology FNA Cytology and Non GYN Cytology 2 Slide Prep Only Cases Sub reports Miscellaneous Breast Pathology Dermatology Gastroenterology Hematopathology GYN Histology Uro Histology Prostate Oral Pathology FNA Cytology and Non GYN Cytology 3 Consultation Sub reports Miscellaneous Breast Pathology Dermatology Gastroenterology Hematopathology GYN Histology Uro Histology Prostate Oral Pathology FNA Cytology and Non GYN Cytology 4 Read Only Sub reports Miscellaneous Breast Pathology Dermatology Gastroenterology Hematopathology GYN Histology Uro Histology Prostate Oral Pathology FNA Cytology and Non GYN Cytology 5 Gross Only Sub reports Miscellaneous Breast Pathology Dermatology Gastroenterology Hematopathology GYN Histology Uro Histology Prostate Oral Pathology FNA Cytology and Non GYN Cytology 6 Other Problem and Pass Through 7 Special Test Only Sub reports Breast Pathology Dermatology FNA Cytology Gastroenterology GYN Histology Hematopathology
45. THE NEW PATH FOR PATH LABS Gg a pathx aboratory Information System pathx A LETTER FROM THE PRESIDENT At PathX we fully understand that your lab is focused on more than just patient reports and information processing For most pathology labs primary concerns include responsible delivery of care effective use of resources wise business management and maximizing the value derived from technological investments You will quickly learn that we created PathX with all of this in mind PathX was developed in 2004 by Physicians Independent Management Services PIMS a full service medical billing and practice management services company We recognized that pathology labs needed LIS services that went far beyond what most software companies could provide So we developed PathX with the guidance and active participation of pathologists medical professionals and software engineers Our goal was to create a powerful and innovative pathology software package designed to increase speed and accuracy by automating workflow requirements creating efficiencies where other systems failed PathX offers so many options for customization that it may seem as if it was created just for you and the intricacies of your lab encourage you to find out more about the most powerful new tool set for anatomic pathology and chart a new path to success with PathX HB far 1 Keith Pautler M D President Physicians
46. Update Existing Case Alt C Close Cases Module Alt N New Case Alt O Show Open Cases Alt C Show Closed Cases Alt Q Quick Search Alt X Exit Maintenance Module Alt U User Alt L Location Alt G Gross Location Alt O Owners Alt F Referring Alt Q Requesting Alt P Pathologist Instruction Alt I Insurance Alt C Client Alt S Specimen Type Alt T Specimen Sub Type Alt D Summary Diagnosis Alt N Incident Type Alt R Correction Reasons Type Alt M Image Type 103 Utilities Module Alt I Incidents Alt O Electronic Orders Alt T Additional Tests Alt A Audit Alt N Notes Alt U Unlock Cases Alt S Keyboard Shortcuts Alt R Release Cases Toolset Alt N Opens Notes Toolset Alt O Charge Code Entry Alt E Create View Specimens Alt D Patient Demographics Alt L Clinical History Alt P Add Referring Requesting Physician Alt F Print Preview Alt T Case Status Alt S Save Alt U Update Existing Case Alt C Close athx Laboratory Information System athx VIEWING SYSTEM UPDATES amp RELEASES 20 By Selecting the Release Button within the Utilities Module MS Internet Explorer will open detailing all of the latest releases of the PathX LIS Software and the enhancements which were made The Release Toolset serves only one primary function A Viewing programming and development changes which have been made to the softwa
47. agnosis use an MS Word editor therefore typical Word features are available The AutoCorrects buttons allows assignment of user level macros for commonly used phrases athx Laboratory Information System pathx VIEWING TESTS PREVIOUSLY PERFORMED Upon accessing the Tests Screen users can Print Cancel Re Open or mark tests as VRB Verbally Read Back to the Pathologist Tests previously ordered on specimens can be viewed by selecting View All from the Tests drop down menu Accession 1REL 10 19081 Status Al Slide Units TAT 2 je me i p 2 gt Count To Bill Days Location ontrol Req I hysi Client All Pathologist All Vendor athx Laboratory Information System f 00000 00000 MAINTENANGE path MODULE EI dd 90000060 pathx CHAPTER 3 MAINTENANCE MODULE Maintenance Utilities Remote Physician Client Specimen z ype r Requesting mB Supply Specimen See Location Category Sub Type Reasons Type Gross Pathologist EE Summary Image Type Location Instructions Fee Schedule Within the PathX Laboratory Information System The Maintenance Module allows authorized users to enter and modify system parameters relating to Users Physicians Clients Specimens and other case specific criteria The Maintenance Module has twenty two main functions some of which may have restricted access
48. by accession number client ID or name and or order status The results may also be filtered by creation date B Establishing A New Case e To add a new Case click New Case located in the first column of the orders e To Save the screen information click Save athx Laboratory Information System M pathx MANAGING CASES 3 By Selecting the Browse Cases Button within the Utilities Module the Browse Cases window as seen below will appear The Browse Cases toolset displays all cases within the PathX system and performs two primary functions A Searching Existing Cases and B Printing Existing Reports Search Criteria E Preview Print Print Gross Print Labels Send To Phys Sign Gut Accession Accession Collected Received View Patient Mamba Date Date Reported Date Case Status View ae ee i eae 11 01238 1 1 1900 1 1 1900 EE Pending Clinical Data Pending Sign uk view Patient Ea pre Signdout Pathologist Patient 1REL 11 000204 j2 f10f2011 me en E Pending Supplement Patient Vien IREL 11 00022 11512011 11512011 NN Pending CPT Codes Report Type and Sub Type rae 2 E lites aim Patient WPC 1 ee Patent J iReL 11 00026 2 24 2011 ce a i er Patient 1 11 000 Patient 1REL 11 00028 3 3 2011 EE mn Pending CPT Codes Patient coe 11 000 Patient 2ReL 11 0005 ISMI am Pending Pathologist view Patient Patient 11 000 314 20 ii
49. ching For Existing Tests Ordered e The Additional Tests Toolset allows for the user to view all of the tests that have been ordered by status client pathologist and vendor The Tests Screen also allows for the user to obtain reports and or test orders lists in detail or summary Search Criteria e Searching can be performed utilizing either the basic and advanced option e Basic Option allows the user the ability to search by Accession number Status of Test Pending Completed or Cancelled Client ID or name Pathologist or Vendor e Advanced Option allows the user the ability to search by Report type Test type or Date athx Laboratory Information System pathx MANAGING LAB TESTS Control Results v x Cancel Vv Complete r Slide Units Drag a column header here to group by that column Count To Bill Location al Co u Client SID Name All m 1CON 10 00008 ii 1CON 10 00017 Cut Thru Pathologist A O 1CON 10 00024 ALE1 Anaplastic Ly All i 1CON 10 00024 CEA Carcinpembryo 1C0R 10 00024 CEA Carcinopembryo 1C0N 10 00024 EGFR Epidermal Gro 100N 10 00041 HP Helicobacter Py 1C0N 10 00056 Congo Red 15CD 09 00002 ER 4 Mmm M aM mn LIL vendor All gt x le le le IP KE RE al I gt fe de RIP xb RP I gt RP lI M e M M M M M oh B Recording Control Results For Selected Tests 1 Select the Test that is to be have the
50. ctures from reports and or print pictures This functionality is also located within the toolbar located to the right of the picture To enlarge the image simply click anywhere on the picture athx Laboratory Information System 109 pathx EDITING CASES 2 If an error has been detected prior to sign out in a Specimen Description Gross Description Microscopic Description or Diagnosis the user has two options to complete the editing process depending on the user s preference A Editing Within the Specimen Screen Seen Below or B Editing within the PathX Word Component V Specimens amp Auto Corrects vw Add Specimen 3 Delete Specimen H CPT Case Information Accession 1REL 10 19081 Reg Physician DR EUGENE A WARD M D Phone 813 972 1654 Patient SAMPLE PATIENT M 109 Client Sample Client 10 Clinical Data NEW CASE FOR TESTING Specimen 1 Organ Description Procedure CPT Images Skin DESCR SPEC 1 Shave lt 68205 A Images 0 Found Gross Description L Capture Image amp Microscopic Description Use as Image Caption Diagnosis Positive Lab Work gt Add AFS Frozen Section BIOCKS 1 Mut I H amp E Slides 2 Physician Comments Slides Method 1 Edit within the system Within the Specimens Window as seen above a user can modify the Specimen Description Gross Description Micro
51. d Note the date for the events will be highlighted Yellow Press the Add to Batch button Select the Pathologist from the drop down menu Select the Location from the drop down menu Define the Quota of Specimens Press Add All Add All B Adding A New Single Event To The Schedule 1 Select the date for which the event is to be scheduled Note the date for the event will be highlighted Yellow Working On off Press the Add to Schedule button Ke mm Select the Pathologist from the drop down menu Quota of Specimens 4 Select the Location from the drop down Not Taking Specimens menu Define the Quota of Specimens Add additional commentary if needed Press Save athx Laboratory Information System pathx MANAGING SLIDE DISTRIBUTION amp LOCATIONS 11 By Selecting the Slide Distribution Button within the Utilities Module the Slides Distribution window as seen below will appear The Slide Distribution toolset performs two primary functions A Viewing the Location of Existing Slides and B Recording and or Updating the Location of Existing Slides and C Recording and or Updating Case Data Update Cases Forward Slides Accession _ i Client SID Name Drag column header here to group by that column a Received E Accession 49 AM Date n Case Status Slides Location Pathologist Date Date Date Range From 11 04 2011 Thru 11
52. deleted via the pull down tab The associated ICD 9 codes for the case can be viewed from the main Edit Case screen Other Features on the Specimen Screen The Specimens Screen further allows for the assignment of digital imaging as well as ordering additional frozen sections e Capture Image Allows for specimen imagery to be assigned to the case e Lab Work Enables the detail of frozen section s and or the ability to add additional frozen sections athx T Laboratory Information System pathx ORDERING TESTS FOR EXISTING SPECIMENS To order tests for existing Specimens the end user can simply select Order New Tests from the Tests drop down menu The New Test Order Screen will appear showcasing the list of available tests previously ordered tests for the case will be shown in red While multiple tests can be ordered the Specimen and Block s must be selected for the Test s to be performed Case Information Accession 1REL 10 19081 l SAMPLE PATIENT M 109 Specimen Block s Additional Sections FT Additional Tissue blocks F out Thru F Decals Deeper F Re Embed F Recut Recut as Original don t go deeper Unstained Infectious Agents Chemical Stains F Alcian Blue PA5 FT Alcian Bluef pH2 5 FT Colloidal Iron F Congo Red F DI Quik Mast Cell Fontana Masson F Iron Stain Masson s Trichrome FT Melanin Bleach Mucicarmine F Ol Red One Step Trichrome I PAS DIAS F PASJHBE
53. e Fixed Date O Specific year month O Date Range Entry accepts partial matching search Search ea Per Jo fem f ea Pet se fee fm Jf ea Pre Jo fe ea Parent Jo fem Ede DUMMY TEST 1411 11 1111 01011958 4075551212 123 ANY STREET ee ja ea Ps fa fr fiin oser te TST STE i Fs essere _ EN as a I ea Parent fre fue fem o ca rem same feer fom o ea pe fs fases fo o o ca brent owe fee fm ea frame fs fue vem Jf ca rem fs feer fom ea pm fs feer fom o ea mem fonr faser fom o ea Parent fs fue vem Jf ee JE JR e a S ea pm fs fe fm Jf ea pm sume fee fm o et Jet Je 123456789 0101 1901 Searching Existing Patients In the Search Criteria section there are many options to search for a specific patient Searches may be done by social security number SSN last name first name or date of birth DOB on the main segment Also it can be done by creation date phone number or address on the Additional Filter tab Main Search Criteria e SSN Enter the entire social security number e Last Name e First Name e Birth Date Enter the exact date in MM DD YY format specific year and month or a date range Enter the entire last name or a few characters to bring all the matches Enter the entire first name or a few characters to bring all the matches at X T
54. e the Report Routes Maintenance window as seen below will appear This screen has three primary functions A Searching Existing Report Routes B Establishing a New Report Route and C Editing An Existing Route eia New Report Route Type sini dd Route Type bbreviation Active Auto Fax ese a era o j a Edt 34 Electronic Interface O O A O em 2 fom aem Eat 38 OiemRequestSides ORSIdes w Edt 33 OWENT 1 Edt 30 Electronic Interface CTC Eaa 20 fom w K Edt 50 Electronic Interface paPG M Edt 36 ouent ox r Edit 31 _ Electronic Interface E M Edt 21 Email mm f Edt 22 ManualFax M J r Edit 26 Network Express 21 NEn WM Est 27 Nemos Na M Edit 35 _ Network Express 21 me M Es EE e a Edit 28 NetworkExpress23 Nes M Edit 13 NetworkExpress24 ne M ger fead 10 Nowo eoress2s mes an 14 Network Express 25 lt i 1 lt lt 1 lt Baden Q A I lt 1 lt 1 lt 1 1 GY Y x A Searching Existing Report Routes The user has two options to search for a route located on the Search Criteria section These two options are route status and route type Main Search Criteria e Route Status Users can choose from ALL ACTIVE or NO ACTIVE report routes e Route Type Users can enter the entire report type name or a few characters to display all athx T Laboratory I
55. e report displayed at the bottom of the screen for accuracy le Select Sign Out located at the top right of the screen athx TM Laboratory Information System 112 path aboratory Information System 5755 Hoover Blvd Tampa FL 33634 1 866 944 0404 pathxlis com
56. elect Create New located in the top toolbar e To Save the screen information click Save C Editing An Existing Image Type e To edit an incident click View located next to the applicable accession or client ID and edit the Incident accordingly e To Save the edited Incident select Save path T aboratory Information System 77 pathx MANAGING ELECTRONIC ORDERS 2 By Selecting the Electronic Orders Button within the Utilities Module the Orders window as seen below will appear The Electronic Orders toolset displays orders received electronically from clients and performs two primary functions A Viewing Existing Orders and B Adding New Cases Status Waiting for Specimen Accession Client SID Name All Collected Date Date Last 12 Months h A Searching For An Existing Boece Search 3 Create Case Mew Case Order 2 Status 7 Reference Number Collected j Date 09 29 2010 09 29 2010 10 08 2010 10 08 2010 10 08 2010 10 12 2010 10 13 2010 10 13 2010 10 22 2010 12 01 2010 12 08 2010 02 04 2011 Spec Count Hk pb FP BR RR RR e A Client ID Client Name Sample Client 111 Sample Client 111 Sample Client 111 Sample Client 111 Sample Client 111 Sample Client 111 Sample Client 111 Sample Client 111 Sample Client 111 Sample Client 111 Sample Client 111 Sample Client 511 e Orders can be located
57. er i ea foer Joe fem pm f L Search PATENT SAMPLE 123456769 01 01 1901 Editing Patient Information Users are able to edit patient information by selecting the Edit button which is located to the left of the Patient s First Name e To edit patient information click on the Edit button next to the patients name and the Patient Screen will display e Once the necessary edits have been completed select the Save button located in the top toolbar athx TM Laboratory Information System pathx EDITING EXISTING PATIENTS What happens if I enter the same patient on two different cases When a new patient case is created a unique numeric ID that the system uses to locate patient specific information basic information such as SSN birth date name sex etc will be generated If a user creates a case and enters a social security number of a previous patient PathX will autocomplete the patient data in the remainder of the fields This information can be changed and saved to the patient s newly generated numeric ID before a case is signed out If this same patient is entered on another case in the system a different numeric ID will be generated for the second case in order to maintain separate patients demographics information e g it is possible that there are two different patients with the same name and birth date Any changes to the information of the patient on the first case will not change the pat
58. ers electronically from clients and allows the creation of cases upon receipt of specimens 5 Additional Test This screen displays all tests that have been ordered by status client pathologist and vendor It also displays reports or test orders lists both by detail and summary 3 Browse Cases Allows the user to browse all cases regardless of case status 6 Batch Scanning Allows the user to scan a batch of documents from different accessions and automatically adds them to their respective accession athx Laboratory Information System M pathx CHAPTER 4 UTILITIES MODULE 7 Update Blocks Slide This screen allows the user to quickly update the specimen description block and slide count per specimen 10 Pathologist Schedule Allows the user to create the pathologist schedule and determine how many specimens read per day 13 Coder Queue Allows users to manage and set billing codes ICD 9 for Closed Cases 16 Audit Allows user to view complete audit log 19 Shortcut Displays all keyboard shortcuts available within PathX 8 Accession Labels Allows the user to select and print customized accession wheel labels 11 Slides Distribution Allows the user to direct and document the location of slides 14 Supply Order Screen where the user can order Supplies and follow up on orders through the different statuses 17 Notes Allows user to vie
59. for any case via the Create Button located in the bottom right corner of the screen We ns i auto Corrects Q Add Specimen Q o Delete Specimen dj met Pr i E Case Information Accession 1REL 10 19081 Req Physician DR EUGENE A WARD M D Phone 813 972 1654 Patient SAMPLE PATIENT M 109 Client Sample Client 10 Clinical Data NEW CASE FOR TESTING Specimen 1 Organ Description Procedure CPT Images Skin DESCR SPEC 1 shave m 7 Images 0 Found i g Capture Image Gross Description Microscopic Description I Use as Image Caption Diagnosis I Positive Lab Work Add AFS Frozen Section Additional BIOCKS a m Put 1 H amp E Slides Physician Comments Auto Populating Fields Certain fields will be auto populated based on information found within other fields on the page The CPT Code field can be set to a value based on the organ type and Procedure fields This relationship can be edited via the Maintenance screen for Specimen Sub Type If enabled for the Report Type the Summary Diagnosis will be auto populated based on the text in the Diagnosis field The list of Summary Diagnoses for each Report Type can be edited via the Maintenance Screen for Summary Diagnosis An ICD9 code will automatically be associated with the case if a Summary Diagnosis is set The auto populated Summary Diagnosis can be edited or
60. icable case and pressing the Remove Button athx Laboratory Information System M pathx MANAGING LAB SUPPLY ORDERS 14 By Selecting the Supply Order Button within the Utilities Module the Browse Supply Orders window as seen below will appear The Supply Order toolset performs two primary functions A Tracking Laboratory Supplies Ordered and Recorded Within The System and B Editing Existing Supply Orders and C Recording New Supply Requests X Browse Supply Orders New Supply Request Order Search Criteria Req ID Client Edit 50 13 Sample Chent 13 111 Sample Client 111 Requested Date 0504 2008 Expected Date Delivered Date Status Cancelled Status al ENE 05 15 2009 ae LE ee 10 Sample Client 10 0119 2011 mr 0119 2011 03 46 Pi Shipped 10 Sample Client 10 0119 2011 NN 0119 201103 51 PM Shipped 10 Sample Client 10 0119 2011 TA 0119 2011 05 35 PM Shipped 20 Sample Client 20 05 04 2009 05 04 2009 10 17 AM 05 04 2009 12 00 AM Shipped Edit 18 Sample Client 18 05042009 05 04 2009 11 13 AM 05 04 2008 12 38 PM Shipped Sr Se ea 57 sansene rj nd ea 5 sms a E end ea 55 sansene a E anda kafe sansen a fi kafe sansen erena rm Ea 57 arSempe a e fi tafe se Ge st fFer E a E end 3 seo cero rea rev 4 A Searching Supplies Ordered Within The System ATF ANDA NT
61. ient on the second case since the cases have different ID number How does this affect other cases It means that even if the user changes the name SSN or date of birth of the patient only that specific patient information on that specific case will change this will not affect the other cases the same patient may have in the system This is due to the fact that each patient receives a unique ID for each occurrence in the system Can PathX help avoid or fix this situation A new patient or a different patient in the system must always be assigned to the case PathX has a validation system in place to alert users during accessioning if a patient has been entered in a previous case within the last 24 hours during accessioning athx Laboratory Information System pathx DID YOU KNOW e PathX first went live in Q1 of 2004 and has since undergone five version upgrades and countless updates at the request of countless pathologists laboratory users e PathX is capable of handling up to 10 000 accessions per day e PathX Billing Module offers turn key medical billing services which can be completed in house or by Physicians Independent Management Services Inc for more information please visit www pims inc com e PathX implementation specialists can complete a process driven approach to ensure advanced athx Laboratory Information System OG OCC CCC C CCC eC Cole S 68806 se
62. igned out Supplemental Report Creates a supplemental report on a closed case Opens case for editing and changes final report to supplemental report The reason for the report must be entered Corrected Report Closed case option to generate corrected report Opens case for editing and changes final report to corrected report The reason for the report must be entered Internal Correction Closed case option to open case for editing without changing final report to corrected report The reason for the report must be entered Undo Supplemental Report Undo open supplemental report and return case to open Undo Corrected Report Undo open corrected report and return case to close View Edit Case Reports PathX maintains a log of case workflow and reports created per case 4 Incidents Create New Allows addition of new of incidents to cases Required information includes incident type name of individual reporting incident and statement of facts athx T Laboratory Information System 20 pathx NAVIGATING THE CASE FILE MENU Save Referring Send To Physician Create Mew Order Mew Tests Audit Log Manage Images Print Preview Requesting Take From Physician View All View All Notes Log me Shortcut List kre Print i Report Distribution Log Gross Preview Martial Sigra Slides Distribution Log Grass Print Supplemental Report l Slide Labels Corrected Report Generate POF Internal Correction
63. igned to a pathologist slide labels and accession labels may be printed using the Utilities Module Slides can be tracked via the Slides Distribution and Slides Log Utilities If the Gross and Diagnosis are transcribed the Transcriptionist block should be updated on the Case Screen When the case is ready for the pathologist sign out select Case Status amp Send to Physician The case will enter the Pathologist s queue for Sign Out which can be done from the Remote Module athx Laboratory Information System TARLA FEE EE PEF i Fl s re Eri 1EBFL 31 ELG From BBs Fam mi d r FEI Csia Furg Kat UM SLPPLENEST secivar pl p raste me FLORES EG oe Lefi bead ba Carper Pathak S794 Hoover Frbrulail munk TAMPA FL D an Ti ae fed free 1 f GE ie ET Fann hilii SPEER LAE viil ks FG net breast sager Ra ner mE Li 1 bmi a CEER Fa THOLL L SPE THEN iE TETT da met Sia ike ES va ale i YERD L one ie TA I sure sd l Bn intl gir LL 4 TIK RSE AE a e g g u ta Ca ea i Eeng Paier Paste GE Gieh TEHAL Fl THEM ote fr 0 0 FE Waka eee THY KO C TOLHGY mi 2 EY THYE vr apen smi lha pmr 4 KEES I SPC dU LEFT BIK AST ea ey CHOSE PTC DAs natina art ith odden kort fure bort oh ave Mak hotel eure ae Pa ama ber H I bl 28 Peet Kam
64. k on the Edit button located next to the Incident Type ID e To Save the incident type that was selected click on the Update Incident Type button athx Laboratory Information System pathx MANAGING CORRECTION REASONS 20 By Selecting the Correction Reasons Type Button within the Maintenance Module the Correction Reasons Type Maintenance window as seen below will appear The Correction Reasons Type toolset performs two primary functions A Adding New Correction Reasons and B Editing Existing Correction Reasons Accessioning Error Edit Edit 10 Incorrect Billing Edit B Incorrect Diagnosis S Edit Incorrect Patient Demographics Edit Incorrect Physician Mame Edit Edit ao Lack of Billing Documentation Edit Edit Edit Typographical Error Major Edit Typographical Error Minor Edit A Establishing A New Correction Reason e To add a new correction reason type click New Correction Reason Type User must enter correction reason type e To Save the screen information click Save Correction Reason Type B Editing An Existing Correction Reason e To edit a correction reason type click Edit located next to the Correction Type ID e To Update the edited incident type click Update Correction Reason Type Correction Reason type Information l Save Correction Reason Type Correction Reason Type FEE riser Fields Laboratory Information System 69 pathx MANAGING IMAGE TYPES
65. lling Account Billing Detailed Cytology Account Billing Detailed Surgical Account Billing Summary Cytology Account Billing Summary Surgical Billing Exception Report Daily Global Billing Report Patient Exception Report ii Client Services Accession Log Report Accession Log Summary Report Breast Cases By Client Summary Report Client Address Report Closed Cases By Client Report Closed Cases By Report Type Report Correctly Entered Cases Report Frozen Sections Report List of All Active Clients List of All Active Clients Detailed Missing Accessions Pathologist Assignment Exception Report Received Cases by Pathologist and Client Report iii Daily Error Log Daily Report Open Cases Daily Report Open Cases Follow up Report Positive Case Report Transcription Daily Report iv End of Month Corrected Reports Report Frozen Sections Report Detailed Frozen Sections Report Summary Total Number of Units by CPT Total Number of Units by CPT and Modifier Total Specimens by Specimen Type Detailed Total Specimens by Specimen Type Summary Transcription Statistics Weekly Report Turn Around Time Report Detailed Turn Around Time Summary Report v Lab Cases By Location Report Detailed Cases By Location Report Summary Lab Productivity Report Open STAT Cases Report Test Control Reactivity Report Vi Marketing Incidents By Client Errors Report Incidents By Other Errors Report Marketing Report Marketing
66. logist Preferences lt Other Info a Report Configuration lt A Fax Start Date 2 6 2012 v Select Type of Copy To Requesting Physician C Client Other Location Target Name Save Changes Remove Copy To Name Add Copy To Demographic Info Route Info C AF Auto Fax C AF22 Auto Fax 22 C DHL DHL EI Electronic Interface C EMAIL E mail NE 21 X3 Network Express 21 NE 23 Network Express 23 C NE21 Network Express 21 C DHL DHL EI Electronic Interface EMAIL E mail C NE 21 X3 Network Express 21 C NE 23 Network Express 23 C NE21 Network Express 21 Report Distribution Requisitions v pr a ent Maintenance Fee Schedules Select the Client Copy Reports To pa A Demographic Info lt Copy reports to all Referring Physicians by Fax Sort by ID Sort by Name Notes Pickup and Route lt Select Type of Copy To Other Location Requesting Physicians lt Target Type Target Name Save Changes Remove Copy To Add New Client Pathologist Preferences Other Info Report Configuration lt Requisitions Fax Start Date 2 6 2012 vi Add Copy To Demographic Info Enabled Email Address Report Format Security Password Start Date EI Fax Enabled Fax Number Number of Copies Start Date E Remote Print Enabled Number of Copies Printer Name C
67. lows creation or editing of all correction reasons available within PathX 12 Vendor Allows creation or editing of all vendors 15 Specimen Type Allows creation or editing of specimen types available 18 Tests Allows creation or editing of all available tests 21 Image Type Allows creation or editing of all image types available for use within PathX athx Laboratory Information System pathx ESTABLISHING A NEW USER 1 By Selecting the User Button within the Maintenance Module the window as seen below appears The User Maintenance Screen has three sections a User Section that contains the user information a Pathologist Section only available if the user is a pathologist and the System Permission Section where the appropriate access is assigned to the user depending on the user s role After entering all required Information click Update to save the record Role Administrator First Name Initials Midde Ini Last Name Email Pathologist Info Suffix Fee 000 O Dictate Max Quota Diagnosis Specimens x Day Credentials System Permissions Login C Cases C Edit Cases L Enter Case Notes C Send to Physician C Take from Physician C Create Corrected Report C Create Internal Correction C Create Supplemental Report C Modify Supplemental Text C Manual Signout Edit Speci
68. lse Requisitions Case Defaults v ien Fee Schedules 7 aintenance Select the Client Copy Reports To Notes Demogra i Sta phic Info ndard Miscellaneous Breast Pathology Dermatology Gastroenterology Hematopathology Gyn Histology Uro Histology Prostate Oral Pathology FNA Cytology Non Gyn Cytology G Slid Breast Cytology e Prep Only Miscellaneous Breast Pathology Dermatolog Pickup and Route Sort by ID Sort by Name Requesting Physicians a Pathologist Preferences Report Distribution El Case Bill To Chart Number Clinical Data Diagnosis Location Gross Gross Location Technical Comments E Patient Patient DOB Patient Sex Patient 55 E Physician Pathologist Add New Client Other Info Report Configuration Accession and Labels fm x Requisitions hi Accession and Labels Sub Tab In this sub tab a client can be setup with a customized and or accession wheel customized specimen label Case Defaults Sub Tab On this sub tab special client case defaults are defined if any athx TM Laboratory Information System pathx CREATING amp EDITING CLIENTS aintenance 8 Requisitions Tab Fee Schedules This tab allows the user to enter additional instructions related to a requesting Select the Client Sort by ID Sort by Name hha Copy Reports To l
69. lso add comments to be included with the picture 6 If the user has more pictures to add to the case repeat Steps 2 through 5 otherwise pro ceed 7 If more than one picture is added the user must select which picture is to appear in the final report by selecting Push Pin located next to the desired picture in the final pathology report Select Save and wait for the Images Saved Successfully notification athx Laboratory Information System 108 pathx MANAGING DIGITAL IMAGERY 2 Case Information Accession 1REL 11 00036 3A Search Client 10 Sample Client 10 Patient SAMPLE PATIENT DOB 1 1 1901 Sex M Images 6 Found view All yi Add Images Page Size A4 gt ScanDocuments Save Additional Test The user may view all images added to the case by selecting Manage Images found within the Tools menu of the Case Screen Additional pictures such as Requisition Gross Image Patient Driver s License Patient Insurance Card or Patient Medical History can also be attached to the case Attaching Selected Image to Report A user may select a picture to attach to the final pathology report utilizing the toolbar icons located on the right hand side of the pictures The user also has the ability to change the specimen number after the picture is added by selecting the icon to view hide the image details B Assigning Digital Images to Cases The user has the ability to delete pi
70. m list e State Enter entire state or a few e Active User may choose from drop characters to display all matches down box to display ALL ACTIVE or e Zip Code Enter entire zip code NO ACTIVE insurance s athx Laboratory Information System pathx CREATING amp EDITING CLIENTS 9 By Selecting the Clients Button within the Maintenance Module the Client Maintenance window as seen below will appear This screen allows for the creation of a new client or modification to an existing client The next series of images will display each of the tabs the information on each tab must be completed for the client to be successfully saved within PathX t Maintenance Fee Schedules Select the Client 8 Sort by ID Sort by Name Copy Reports To Demographic Info Pickup and Route Requesting Physicians dl Pathologist Preferences al Other Info Report Configuration Requisitions Client ID Client Name 25 specialty kw Friendly Names Client Address Contact Info Zip Code nm Sales Rep athx Laboratory Information System M pathx CREATING amp EDITING CLIENTS T nt Maintenance Fee Schedules Select the Client Sort by ID Sort by Name Add New Client Save Client Copy Reports To Notes Demographic Info Requesting Physicians
71. mation System M pathx MANAGING INCIDENT TYPES 19 By Selecting the Incident Type Button within the Maintenance Module the Incident Type Maintenance window as seen below will appear This screen has three primary functions A Search Existing Incident Types B Adding A New Incident Type or C Editing An Existing Incident Type Incident Type Maintenance ay Mew Incident Type Search Criteria Incident Type Prevent Case Sign Out ClientError a Block empty tissue did not survive processing Iw E Incident Type Edit search Edit 465 Client Services error missed verification Entry accepts partial Data entry error Incorrect Client information Entered A Searching Existing Incident Types The user has one option to search Incident Type Main Search Criteria e Incident Type Enter entire incident type or a few characters to display all matches athx Laboratory Information System M pathx MANAGING INCIDENT TYPES Incident Type Information Incident Type oi Prevent Case Sign Out Iw Chent Error B Establishing A New Incident Type Save Incident Type Clear Fields e To add new incident type click New Incident Type User must enter incident type e To save the screen information click Save Incident Type C Editing An Existing Incident Type e To edit an incident type clic
72. mens Add Specimens Delete Specimens Work Location y Physician C Local Remote C Take Pictures C Signout Cases Patient All Edit Patients Patient Insurance y r Maintenance All C Users Physicians C Insurance LJ Fee Schedule Other C Generate PDF C Auto Corrects L Close Incidents C Report Distribution C Delete Copy To C Utilities CPT C Add CPT Delete CPT ge CPT C Change FF Lookup Update athx Laboratory Information System 34 pathx MANAGING DIAGNOSIS LOCATIONS 2 By Selecting the Diagnosis Location Button within the Maintenance Module the window below appears listing all locations in PathX CLIA_NameLocation a Location Name Footer Text CLIA Numbe a eaf wf o P edt 8 oP Y L ocation JOE Location Information To add a new location click New Locations located on the tool bar in the Location Maintenance Screen To save the screen information click Save Location To edit a location click Edit located next to Location ID To save edits to the selected location click Update Location hr Additional Footer Text Save Location Phone CLA Number l Clear Fields Note If user selects Edit the Save Location button will display Update Location athx Laboratory Information System 35 pathx MANAGING GROSS LOCATIONS 3 By Selecti
73. nance window as seen below will appear The Requesting Toolset serves two primary functions Search Criteria and Requesting Physician list First Name Middle Suffix Address PATRICK edt 453 aB YOSEPH JR Mo ea 56 fa fos fa mo eat 239 fa we mo dn se fa esma mo ea eve fa esma mo Entry accepts partial matching search Search Criteria The user has different options to look for a specific requesting physician within the Search Criteria section Searches may be done by physician s last name first name NPI or active status on the main segment On the Additional Filter segment searches can also be per formed utilizing an address city state or zip code Main Search Criteria e Last Name Enter entire last name or a few characters to display all potential matches e First Name Enter entire first name or a few characters to display all potential matches e NPI enter Physician s National Provider Identifier Number e Active User can choose from the list to display ALL ACTIVE or NO ACTIVE physician s athx Laboratory Information System 40 pathx MANAGING REQUESTING PHYSICIANS Requesting Physician Information Fist Mame _ Last Name MFI Midde Suffix IL Contact Information Phone Address Address City Requesting Physician po
74. nformation System potential matches 54 athx MANAGING REPORT DELIVERY METHODS Report Route Type Information jw Active Report Route Type Abbreviation Save Report Route Clear Fields B Establishing A New Report Route e To add anew report route type click New Report Route Type located on the top tool bar e Enter the report route type and its abbreviation e To Save the screen information click Save Report Route Type C Editing An Existing Route e To edit a report route type click Edit located next to the Report Route Type ID e To Save the edited report route click Update Report Route Type athx Laboratory Information System pathx MANAGING LAB VENDORS 12 By Selecting the Vendor Button within the Maintenance Module the Vendor Maintenance window as seen below will appear This screen has three primary functions A Searching Existing Vendors B Establishing a New Vendor and C Editing an Existing Vendor cy New Vendor Search Criteria Entry accepts partial matching search ID Vendor Name Auto Bill Edit 3 Client E Edit 4 ClientHeath 1 fede 10 oie fr ea 15 oiewa ear 1 oem r Eat 6 fommmom r Eat 0 Cent Laboron r ean 17 omom Edt 7 Client Laboratory Co Edit 12 Client Hospitals Clinic Client Path Laboratory 1 tent Heath me IT ey 11 5 ClientPath C
75. ng the Gross Location Button within the Maintenance Module the Gross Location Maintenance window below appears listing all gross locations within PathX v Gross Locatio n Maintenance Jod ep New Gross Location Location Narne f In House Test Gross Location Iv Edt TentGross Location fr dt 2 meom pr e To add anew Gross Location click New Gross Location located on the tool bar e To save the screen information click Save Location e To edit a location click Edit located next to Location ID e To save edits to the selected location click Update Location Gross Location Information Gross Location Name Save Location EEE VW In House Clear Fields Note If user selects Edit the Save Location button will display Update Location T Laboratory Information System athx CREATING amp EDITING OWNERS 4 By Selecting the Owners Button within the Maintenance Module the Owner Maintenance window as seen below will appear displaying all owner information Owner Name IEA a ee RIE DIET FISCE KIS PIE ISI TIE SIE SIE TT BIE DIETT RIE SIES BIE SIE IE RIE EIE EIET EIE TE BIE DIET EIE SIE JE BIE EIE IE BIE EIE TIE BIE IE TE BIENE A TE TET JE BIENE i OWNER BASED ON INSURANCE To save the screen information click Save Owner To edit an owner click Edit located next to the Owner ID gt ww pp To save edits to the selected owner click Update Owner Client ID
76. nununennunnnnnnnnnnnnnnnnnenennnnen Editing Specimen Data arannaraannnnnnnnnnnnnnnrrnnnnnnnnnnnnnnnnnennnnnne Viewing Tests Previously Performed ccccccceeeeeeeeeeeeeseeseeeeees CHAPTER 3 MAINTENANCE MODULE c eee Navigating The Maintenance Module ccceeeeecseeeeeeeeeeeeees Establishing EE ee Managing Diagnosis LocatlionsS annnnnnnnnnnnnnnnnnnnnnnnernnnnsenennr Managing Gross Locations TM Laboratory Information System pathx TABLE OF CONTENTS CHAPTER 3 MAINTENANCE MODULE 0000 es 31 Creating and or Editing OWNEISS cceceeeeee eee eeeeeneteeeaeseeeneees 3 Creating and or Editing Referring Physicians 38 Managing Requesting PhySicians ccceeceeeeeeeeseeeeeeeteseeeees 40 Creating Instructions For Pathologist ccccceeeeeeeeeeeee teens eens 42 Managing Insurance Calrriers cccccee cece cece eee eeneeeneeeeeeeeneeseees 43 Creating amp Editing Cli nts c ccc cece eee e cnet eeeteeeteeeeeeeneeeaneeas 46 Managing Pickup ROUtES ccc cece cece eee eeteeeeeeaeeeeeaeteesaeeeeas 53 Managing Report Delivery Methods ccceceeeseeeeeeeeeeeeeeaes 54 Managing Laboratory V ndOrs ccccccceeeeeeeeeeteeseeeseteenaeeenanees 56 Managing Laboratory SUPDPII S cccc cece cece ee eeeeeeeeeeeeeeeeeeees 58 Managing Laboratory Supply Categories
77. o I P Fe bade mane ml mm i AL yi X b 4 9 3 x x x x xx ala ala g T 1 a A Searching Existing Vendors The user has two options to search for a vendor located in the Main Search Criteria section These two options are vendor status and vendor name Main Search Criteria e Vendor Status User can display ALL ACTIVE or NO ACTIVE vendor s from the dropdown box e Vendor Name Enter entire vendor name or a few characters to display all matches athx Laboratory Information System pathx MANAGING LAB VENDORS cy New Vendor Heals Criteria ID Vendor Name Auto Bill b Edit Client jo fom i olen CoS 6 CiientHospials 4 cient Laboro F Client Laboratory Co Client Hospitals Clinic Seach Edit Client Path Laboratory Entry accepts partial matching search Edit EA Client Health Clinic 5 EG 1 Client Path Co Fi IP fe ladde m Visa olla msn ee aqaa aaa a lt a lt I et B Establishing A New Vendor e To add anew vendor type click New Vendor located in the tool bar e Enter vendor s name e To save the screen information click Save Vendor Vendor Informatior I Save Vendor Vendor Name Auto Bil pe ee C Editing Existing Vendor e To edit a vendor click Edit located next to the Vendor ID e To save the edited vendor click Update Vendor 57
78. opy To Reports Route Sub Tab In this sub tab the routing instructions are defined if the client requested for an additional location to receive a copy of results Copy To Reports Report Distribution Sub Tab In this sub tab the report distribution methods are defined if the client requested for an additional location to receive a copy of the results athx T Laboratory Information System M pathx CREATING amp EDITING CLIENTS Notes Fee Schedules Select the Client Sort by ID Sort by Name Ad d N ote S u b Tab 10 Sample Client 10 Allows all client communications to _ Copy Reports To Notes Demographic Info Pickup and Route Requesting Physicians Pathologist Preferences Other Info Report Configuration Requisitions be ente red and trac ked Client Request Client Requests Reports Be Mailed And Faxed Notes History 04 30 2009 06 38 PM Alem Maril Email Message Mail received from the client this is just a testing 04 30 2009 06 19PM Alem Maril Phone Log Client called and stated that they don t have received the reports that were signed out yesterday afternoon It s pending for us to verified email address for reports delivery 04 29 2009 05 17 PM Alem Maril Email Message Email received from the client to include report L B distribution via Fax 04 29 2009 05 14 PM Alem Maril Phone Log CLIENT CALLED STAT
79. orts button located in the top center of the screen athx TM Laboratory Information System pathx MANAGING PATHOLOGIST SCHEDULES 10 By Selecting the Pathologist Schedule Button within the Utilities Module the Pathologist Schedule win dow as seen below will appear The Pathologist Schedule toolset performs two primary functions A Viewing the Schedules of Existing Key Personnel and B Recording and or Updating the Schedules of Key Personnel oar vember 2011 gt November 2011 Add Batch Add to Schedule e November 2011 Sunday Monday Tuesday Wednesday Thursday Friday Saturday A Viewing Existing Schedules 1 Upon accessing the Pathologist Schedule Toolset the calendar showing the current month will be available for viewing and will detail of the activities scheduled 2 To view an historical or future month press the left or right arrows located next to the month in the Calendar or Monthly Schedule sections athx Laboratory Information System pathx MANAGING PATHOLOGIST SCHEDULES Batch Schedule imi Batch Note Please eave the Number of Specimens per Day empty if there is not maximum amount of specimens for the pathologist a Specimens x Day a 7 Pathologist Name Location Click here to add new pathologist aS OJEJ B Adding A Batch of Events To The Schedule Select the date for which the events are to be schedule
80. port E d KECI 1REL 09 00025 2 26 2010 4 32 PM 1 14 2010 9 49 AM 3123 2009 CLIENT Pending 2 Processed In Process a ped view 1REL 10 00002 2 26 2010 4 32 PM 1 14 2010 12 54PM 1 11 2010 CLIENT Cancelled E On Hold ee Oo m e IREL 10 00002 2 26 2010 4 32 PM 1142010 12 54PM 1711 2010 COPY CLIENT byID 0 by Name oa view 1REL 10 00108 2 26 2010 4 32 PM 1 14 2010 2 54 PM 1712 2010 CLIENT parna IREL 10 00108 2 26 2010 4 32 PM 1 14 2010 2 54 PM 1712 2010 CLIENT Filter by Reported Date Vien view 1REL 10 000024 2 26 2010 4 32 PM 1 14 2010 3 54 PM 1 11 2010 CLIENT From Date 1 1 2010 98 fel 128 ystem 14 FI Thru Date 12 31 2010 o a ne IREL 10 00002A 2 26 2010 4 59 PM 1 14 2010 3 54 PM 1711 2010 COPY CLIENT Accession Mo EI te view 1REL 10 00110 2126 2010 4 32 PM 1 15 2010 1 09 PM 12 2010 CLIENT m lt Ull Reports found 260 Report Types A Searching Distribution Routes For Current Reports 1 Select the criteria for the searching of Report Distribution Routes i e Delivery Type Report Status Client Report Type or Accession Number Define the date rage for filtering if appropriate 3 Click the Search button athx TM Laboratory Information System pathx DISTRIBUTION OF CLIENT REPORTS Search Criteria Delivery Type M View Reports Pending 8 Processed Ci In Process Cancelled On Hold
81. port type and report sub type e To Save the screen information click Save Specimen Type C Editing An Existing Specimen Type e To edit a specimen type click Edit located next to Specimen Type ID e To update the edited specimen type click Save Specimen Type athx Laboratory Information System athx MANAGING SPECIMEN SUB TYPES 16 By Selecting the Specimen Sub Type Button within the Maintenance Module the Browse Specimen Sub Types window as seen below will appear This screen has three primary functions A Searching Existing Specimen Sub Types B Adding New Specimen Sub Types and C Editing Existing Specimen Sub Types Hew Specimen Sub Type search Criteria Specimen Sub Type Name CPT Code Default Active H Edit Other 28371 E m Report Sub Type Breast Cytology Specimen Type Specimen Sub Type Name Search Entry accepts partial matching search A Searching Existing Specimen Sub Types The user has four options to search for a specimen sub type Report Type Report Sub type Specimen Type and Specimen Sub Type Name Main Search Criteria e Report Type User must choose one type from the list e Report Sub Type User must choose one type from the list e Specimen Type User must choose one type from the list e Specimen Sub Type Name User Must enter entire specimen sub type or a few characters to display all matches athx Laboratory Information System
82. r This screen has three primary functions A View Existing Tests and or Stains B Adding A New Test and or Stain C Editing An Existing Test and or Stain Expand all Save Test List Arange Additional Sections Labels Infectious Agents Chemical Stains Label Caption Quantitative Breast Analysis y Immunos Immuno Dual Stain Valid tokens Block Slide Direct Immunofluorescence Image Analysis Automated Special Studies FISH Test Request gen Actions Gene Rearrangement Lymphoma Disclaimer 7 Create Supplemental Report upon Virology amp Parasitology Completion Misc M Active Print Labels after Completion 7 Requires Control Reactivity before Completion auto Close upon Creation Print Request when Ordered Add Disclaimer to Final Report Prompt for Recuts when Ordered Billing Complete Report when ordered Units to Bill Slides per Block Ventana Interface h In House Interface with Ventana f Test will be read here PC ventana Test Name Test CPT overrides Specimen CPT Pe The window above allows the user to view all existing tests and stains within PathX By expanding the categories on the left section of the screen the user can set test and or staining default options If the test group does not exist in the left hand column it can be created by clicking Test Group sub tab and entering the required description athx Laboratory Infor
83. re lt xml version 1 0 encoding utf 8 gt lt Manifest gt lt Version Number 5 0 2 PublishedOn gt lt Update Type New Title Test Reports Description Add DUAL Her2 by ISH test screen and new test report gt lt Update Type Change Title Billing Service Description Modified billing rules for IHC Immunos and cpt code 88342 to bill per Specimen instead of per Block for Reliance lab on ly gt lt Update Type Change Title HL7 Results Messages Description Modified logic of the HL7 Builder to include the Facility Name as part of the OBR and OBX segments gt lt Version gt lt Version Number 5 0 1 PublishedOn 1 8 2012 7 05 PM gt lt Update Type New Title Coder Queue Screen Description Created new screen to allow to the users to review charges and mark reports as Completed for billing interface gt lt Update Type Change Title Cases Screen Description Modified to auto populate the Pa tient Account Number from the electronic files into the field Requisition during accession ing gt lt Update Type Change Title Specimens Screen Description Added support for Specimen Letters instead of numbers based on the client preference gt lt Update Type Change Title Pathology Reports Description Modified to be able to print Specimen Lettering over numbering based on the client preference gt lt Update Type Change Title Pathology Reports Description Added set
84. rint case with history correlation and or stat fields e Slide Labels Allows printing slide labels for an individual case and batch for multiple accessions including slides for additional tests Blank labels may be printed e Generate PDF Displays the Pathology Report in PDF format which may be saved Fax Report Sends copy of the final report via Fax athx TM Laboratory Information System 19 arcs NAVIGATING THE CASE FILE MENU Send To Create _ Order Mew Tests Audit Log Manage Images li Print Preview Take From Physician View All Gi ND All Notes Log ak kl Shortcut List Print Report Distribution Log Gross Preview Martial Sigra Slides Distribution Log Gross Print L i Supplemental Report Slide Labels dJ Corrected Report Generate POF Internal Correction atient History viewlEdit Case Reports Birthdate Age Sex Bill To gt NL pome First Middle Lab Instructions Client Phone Number I Clinical Data 2 Physician Referring Displays the Referring Physician Maintenance Screen where authorized users can add or edit the referring physician Requesting Displays the Requesting Physician Maintenance Screen where the requesting physician can be added or edited by authorized users 3 Case Status Send To Physician Sends cases to Physician for sign out Take From Physician Retrieves case from Physician Manual Sign out Allows technical only cases to be s
85. ross Pending Gross Pending CPT Codes View Patient View Patient View Patient Pending Gross View Patient Vien Patient 1WPC 1 1 00005 41 28 2011 41 28 2011 Pending CPT Codes s Ull Cases found 770 Pending Clinical Data Pending CPT Codes Pending CPT Codes Pending CPT Codes IREL 11 00033 3 21 2011 3 21 2011 IREL 11 00034 2 4 2011 3 22 2011 View Patient View Patient View Patient 1REL 11 00029 3 3 2011 3 3 2011 View Patient Ready For Pathologis View Patient Ready for Pathologis The Quick Search option locates a specific case by entering any one of the following accession number patient name patient SSN pathologist patient date of birth and or chart number athx TM Laboratory Information System pathx VIEWING EDITING CURRENTLY OPEN CASES Once an end user has located a desired case that had previously been left open and selects View the Case Currently Open For Editing Screen will appear allowing for changes to be made to relevant case data In an effort to properly control cases the Accession Number Report Type and Subtype may not be modified if populated utilizing an Accession Wheel All fields other than those deemed necessary to control the case may be modified before the case is signed out A detailed listing of all Reports and Subtype Reports can be found within Chapter 4 Section 15 ase Currently Open For ng File Physician Case Status Incidents Tests Logs
86. s CFT Code 83990 9 items CFT Code 83900 9 items LPT Code 87252 9 items LPT Code 87254 9 items Hea ee ee amp Be A A Viewing Existing Fee Schedules e The Fee Schedules Toolset allows users to view the master fee schedule for vendors or individual client fee schedules both of which are detailed by individual CPT Code Search Criteria e Searching can be completed for either vendors or clients by selecting the appropriate entity type Click the Expand button for the individual CPT Code to view the fees charged athx Laboratory Information System 71 pathx FEE SCHEDULES amp PRICING MANAGEMENT Save Print Client Fee CPT Code LPT Code 38220 3 items LPT Code 38221 9 items LPT Code 80600 9 items LPT Code 83991 3 items LPT Code 83992 3 items CPT Code 83994 9 items CFT Code 83990 9 items CFT Code 83900 9 items LPT Code 87252 9 items LPT Code 87254 9 items HEAR NG B Editing Existing Fee Schedules vendor Reliance Client GID OName 10 Sample Client 10 Requesting Physician ALL 1 Expand the CPT Code to view the fees charged 2 Update the Fee Amount Bill By type or Fee Source for the appropriate charge 3 Click the Save Button athx Laboratory Information System pathx DID YOU KNOW A team of CPAs Healthcare Attorneys and Healthcare IT professionals on the forefront of change
87. s in industry regulations have developed and reviewed this LIS product in accordance to the latest HIPAA and HITECH regulations PathX currently services PathX s founders have laboratory and pathology experience dating back to 1976 Hospitals Regional Medical Centers Independent Laboratory Facilities Ambulatory Surgical Centers Long Term Acute Care Centers Hospital Based Physician Groups Office Based Physician Groups athx Laboratory Information System 1 n MO pel t w pathx CHAPTER 4 UTILITIES MODULE Pathx Maintenance Ukilities at a Additional Reports E amp Slides Tests Distribution Distribution Browse Update Cases Blocks Slide Slide Labels Accession E Labels Electronic Batch Orders Scanning Pathologists Schedule pa Slides Log Supply Order Utilities Audit Information and Logging Remote Release Code ater Motes Zip E Upd SSS The Utilities Module allows authorized users to both view and edit various system parameters The Utilities Module also serves as the primary module for accessing the various reporting functions of PathX The Utilities Module provides twenty main functions some of which require user authorized access 1 Incidents Allows the user to view and or create an incident 4 Slide Labels Allows the user to print slide labels 2 Electronic Orders This screen receives ord
88. scopic Description and the Diagnosis Once the revision has been completed select Save athx M 110 Laboratory Information System pathx EDITING CASES Fie Edit View Insert Format Tools Table Window Help D PSYSRYV IBES o a sj 1 B Insert Word Field a 2 ABC Patient SAMPLE PATIENT Social 123 45 6789 Specimen 1 SKIN RIGHT BACK BIOPSY Currently Typing Specimen 1 Description SKIN RIGHT BACK BIOPSY aAa e toes yi W N yt Type a question for help X 2WOM HET 25 v 2 TimesnewRoman 14 gt E EY fy 95 Go Be ul ui Accession IREL 05 00084 Physician Dr Pathologist Collected 12 7 2005 Received 12 7 2005 Diagnosis SKIN RIGHT BACK Basal cell carcinoma Stains ordered Microscopic Toe Gross z 4 9 I g E aj SSeS sf 2 Page 1 Sec 1 1 1 At 6 Ln 20 Col 1 REC TRK ExT ove OK a Method 2 Edit within the PathX Word Component e While the LIS is operating Click Ctrl F to enter Word from PathX Clicking Ctrl W returns the user to PathX e For security purposes PathX has been designed to restrict the editing of text only allowing the user who has dictated the text the ability to change the text Within the picture above the highlighted text is the only text which can be edited athx Laboratory Information System 111 pathx SIGNING OUT CASES 3 By Selecting the Sign Out
89. sis to the appropriate ICD 9 Code For each accession within the system PathX has been designed to allow for only one Primary Diagnosis to be applied 6 In the event a user wishes to delete a specimen select and highlight the appropriate row and press the Delete button athx Laboratory Information System athx APPLYING CPT CODING amp BILLING DATA I Billing Info EE Specimen LES CPT Code amp Description Modifier Units Fee Amount Vendor Fee Type Bill By fessen O 2 67500 Relance fe surance Global fe seamen ee 7 A E O Selecting the CPT Codes button within the Cases Screen will open the CPT Coding screen as seen above The CPT Codes amp Billing Information Toolset allows users the ability to input all coding and billing data needed to successfully bill charges associated with each specimen The typical workflow process for applying CPT Codes is as follows 1 2 Begin by pressing the Click here to add a new record to add a new CPT Code Within the new record select the soecimen number associated with the CPT Code to be applied For each specimen assigned to the case users can either manually assign the appropriate CPT Code s or select from the list of CPT Codes within the Drop Down Menu When required each CPT Code assigned to the case can have a Modifier applied to ensure the successful billing of the associated fee For each CPT Code
90. stribution Log Gross Print i Supplemental Report Slide Labels 7 Corrected Report Sa Generate PDF Internal Correction Sent sot Exit View Edit Case Reports Birthdate Age Sex Bill To Cid L ACCOUNT BILL Lab Instructions Client SID Name Phone Number W 3 Clinical Data Referring Physician Fax Number Other Info Transcriptionists Charts 1CD9 Requesting Physician isiti CPT Codes E Update Pathologist Requisitions Diagnosis Location Send Slides to Client 4 Specimen Gross Location L Stat Grosser L Aer Cyto Tech 1 Create E 3 Within the Creating New Case and Case Currently Open For Editing Screens users have several tools at their fingertips This section will outline each of the features found within file menu toolbar 1 File e Save Update Saves all changes made to the case e Print Preview For open cases a system generated print preview will display Closed cases will display a PDF file e Print Displays the print dialog box to print case e Gross Preview Displays a preview of gross report e Gross Print Displays the print dialog box to p
91. t Notes Demographic Info Pickup and Route a Requesting Physicians z Pathologist Preferences lt Other Info a Report Configuration physi ci an an d or i nsurance Additional Information to Print on Requisitions company if any Special Instructions Insurance Info Line 1 Insurance Info Line 2 Requisition Printing Client Maintenance Copy To Reports Fee Schedules Select the Client Sort by ID Sort by Name Demographic Info Sub Tab In this sub tab the user Copy Reports To Notes can enter the demographic Demographic Info lt Pickup and Route Requesting Physicians Pathologist Preferences Other Info Report Configuration Requisitions information for the recipient Copy reports to all Referring Physicians by Fax Fax Start Date 2 6 2012 vi l of the reports which are to Select Type of Copy To C Requesting Physician Client Other Location Add Copy To be copied Target Type Target Name f i Report Distribution Address City EN dy athx TM Laboratory Information System pathx CREATING amp EDITING CLIENTS Fee Schedules Select the Client Sort by ID Sort by Name Copy Reports To Notes A Demographic Info Pickup and Route a Copy reports to all Referring Physicians by Fax Target Type Requesting Physicians f Patho
92. ted athx Laboratory Information System M pathx EDITING EXISTING SPECIMEN DATA V Specimens Case Information Accession 1REL 10 19081 Patient SAMPLE PATIENT M 109 Clinical Data NEW CASE FOR TESTING sa 4 ig wee I amp Auto Corrects Ce Add Specimen 3 Delete Specimen wanes ERT Reg Physician DR EUGENE A WARD M D Phone 813 972 1654 Client Description Procedure Sample Client 10 CPT Specimen 1 Organ Skin Gross Description Microscopic Description Diagnosis BIOCKS Cut Physician Comments DESCR SPEC 1 7 Use as Image Caption Shave v 88305 Positive oe H amp E Slides ae Images Images 0 Found Capture Image z Lab Work gt Add AFS Frozen Section Te E ae Permanent Slides Within the Case Currently Open For Editing Screen users have the ability to view and or edit the specimen s that have been assigned to the case by selecting View The Specimens Screen will then detail each of the following Organ Type Description of Specimen Procedure Performed and CPT Code s completed The Specimens Screen will also provide detail in the form of Gross Description Microscopic Description and Diagnosis however the aforementioned fields are subject to change dependent upon the Report Sub Type The Gross Description Microscopic Description and Di
93. thX system A Updating Regularly Received Zip Code Updates 1 Select the Browse button to locate the file containing the listing of zip codes 2 Locate the file containing the list of zip codes 3 Select Open athx Laboratory Information System 105 lt pathx CHAPTER 5 REMOTE PATHOLOGIST MODULE X Maintenance Utilities Take Pictures Signout Hel Remote Pathologist Pathology Interface Designed for Use Gutside the Building Containing the System The Remote Module within PathX has been designed to offer a Pathologist the ability to quickly access the primary tasks associated with the completion of Pathology and Pathology Gross Reports The module serves as the primary application for assigning digital imagery editing currently open reports and signing out completed cases 1 Take Pictures 2 Edit Test Reports 3 Sign Out Cases A fast and efficient way to take Allows users the ability to enter Displays currently open cases at pictures eliminating any wait time assay results for Breast a glance Allows for quick viewing between cases Prognostic and SISH tests of all report data prior to case sign out in one window athx Laboratory Information System 107 pathx MANAGING DIGITAL IMAGERY 1 By Selecting the Take Pictures Button within the Remote Pathologist Module the Case Images window as seen below will appear This screen has two primary functions
94. than one insurance policy provider press the Add Insurance button located on the top toolbar Select the Save button before closing to save information entered athx Laboratory Information System pathx CREATING NEW PATIENTS Demographic Tab Last name first name birth date sex and address must be entered Enter additional information if known Responsible Party Tab lf the responsible party is a party other than the patient the guarantor s last name first name birth date social security number and address must be entered Enter additional information if known Insurance Tab The patient Insurance Tab stores all insurance providers for a patient Double click the current provider in the active section The provider s information will be displayed in the window below De selecting the active checkbox and updating will move the insurance provider to the history section if a provider is no longer valid History Tab Within the History Tab the current case and all prior cases related to the patient can be viewed Notes Tab The Notes Tab displays additional as needed information related to the patient athx Laboratory Information System pathx SEARCHING EXISTING PATIENTS es New Patient Close Search Criteria First Name Last Name SSN Birth Date Phone Address b Edit PATIENT SAMPLE 1234455799 0101 1901 123 TESTING LANE Birth Dat
95. the Browse Reports window as seen below will appear The Reports toolset performs one primary function A Viewing Various Operational Metrics Running Reports ojl rowse Reports Select Report Report Title _ i a L Account Eiling Detailed Cytology i Account Billing Detailed Surgical Account Billing Summary Cytology Ac L count Biling Summary Surgical Billing Exception Report Preview Daily Global Billing Report Patient Exception Report E Je Services Accession Log Report Accession Log Summary Report Breast Cases by Client Summary Report Client Address Report Closed Cases by Client Report Closed Cases by Report Type Report Correctly Entered Cases Report rozen Sections Report ist of Active Clients L I I I r 1 I I r Run Report r l F L en ees aa aia ia ees as aa aa Bi Status Last Running The Reports Toolset allows the user to quickly run reports by Client ID or Name for a specified time period Depending upon the type of report selected the user may have the option to obtain sub reports A Viewing Various Operational Metrics Running Reports 1 Select the Report type from the left hand column 2 Designate the Run Report criteria i e Date Range Month Year Client ID Client Name Pathologist Sub Type 3 Select Preview athx TM Laboratory Information System pathx REPORTING CANNED REPORTS i Bi
96. ting Type of Ac count at the client level to be able to print the Patient Account Number in the Pathology Re ports rather than always the Client Account Number gt lt Update Type Change Title Pathology Reports Description Added setting Detail Keep To gether at the company level to avoid printing nothing on the first page for reports longer than one page lt Version gt lt Version Number 5 0 0 PublishedOn 11 6 2011 11 15 PM gt lt Update Type New Title Gross Locations Screen Description New screen created to add and update gross locations information gt lt Update Type Change Title Main Screen Description Created new presentation window pathx logo and changed colors from the Main screen gt lt Update Type Change Title Gross Locations Description Modified logic to be able to have many athx Laboratory Information System 104 athx ZIP CODE MANAGEMENT 21 By Selecting the Zip Code Updater Button within the Utilities Module the Zip Code Updater window as seen below will appear The Zip Code Updater toolset performs one primary function A Updating Regularly Received Zip Code Updates Select Database to Analyze DEV SQLTPAQI P ZipCode USFS CITY USPS STATE DB CITY DB STATE Update DE The Zip Code Updater Toolset allows users to the ability to quickly load files containing zip codes which need to be updated revised or newly entered into the Pa
97. tion System pathx CREATING amp EDITING CLIENTS Fee Schedules Select the Client Sort by ID Sort by Name ha Copy Reports To lt Notes Pickup and Route lt a Pathologist Preferences Demographic Info Requesting Physicians C Lock Box C Requesting Copy OF Slides Active C Account Bill Report Configuration a Pictures On Reports C Client uses Client Interface Mnemonic C Comarketed Account C vic Requisitions Client Of Test Lab LLC Slide Prep Report Template to Use Standard Report v Office Hours 11 7 2011 vi Start Date EMR Name PMS Name Special Instructions Instructions Additional Instructions E PHOTOMICROGRAPH REQUIRED Fee Schedules Select the Client Sort by ID Sort by Name po bi Copy Reports To Notes Pickup and Route Requesting Physicians Pathologist Preferences Other Info Report Distribution E Courier Enabled Number of Copies Start Date E Electronic Enabled Feed Type File Format Input Folder Output Folder Send Results Start Date E Email 7 Demographic Info A Standard Slide Prep Only Consultation _ Miscellaneous Breast Pathology Dermatology Gastroenterology Hematopathology Gyn Histology Uro Histology Prostate Oral Pathology PNA Cytology Non Gyn Cytology Breast Cytology Always Accession and Labels
98. type athx Laboratory Information System athx MANAGING SPECIMEN TYPES 15 By Selecting the Specimen Type Button within the Maintenance Module the Browse Specimen Types window as seen below will appear This screen has three primary functions A Searching Existing Specimen Types B Adding New Specimen Types and C Editing Existing Specimen Types Mew Specimen Type search Criteria Specimen Type Mame Other Report Sub Type Breast Cytology Specimen Type Name Search Entry accepts partial matching search A Searching Existing Specimen Types The user has three options to search for a specimen type Report Type Report Sub type and Specimen Type Name Main Search Criteria e Report Type User must choose one type from the list e Report Sub Type User must choose one type from the list e Specimen Type Name User Must enter either entire specimen type name or a few athx Laboratory Information System characters to display all potential matches 60 athx MANAGING SPECIMEN TYPES e a ley Report Classification i Report Type Report Sub Type Active Save Specimen Type Specimen Type Name Add Mew Specimen Type B Establishing A New Specimen Type e To add anew specimen type click New Specimen Type located in the top tool bar e User must enter a list re
99. unctions A Searching Existing Blocks Slides and B Updating Block amp Slide Count Values 2 Cases Quick Update Basic Advanced Client SID Name Drag column header here to group by that column Block Slide Accession Received Date 2 Spect 4 Count Count Client Client Name Pathologist All Received Date Date Tody A Searching For Existing Blocks Slides e The Update Block Slide Toolset allows users the ability to view cases by accession client and pathologist The Cases Quick Update Screen also allows for the user to obtain cases filtered by date range Search Criteria e Searching can be performed utilizing either the basic and advanced option e Basic Option allows the user the ability to search by Accession number Client ID or name or Pathologist e Advanced Option allows the user the ability to search by Report type B Updating Block Slide Count Values 1 Select the Case that is to be have the block slide count values revised 2 Select the appropriate count for the block s and or slide s 3 Click the Save button located in the top right corner of the screen athx Laboratory Information System 84 pathx ACCESSION LABELING 8 By Selecting the Accession Labels Button within the Utilities Module the Accession Labels window as seen below will appear The Accession Labels toolset performs one primary function A Printing Customized
100. user must enter insurance address and zip code To save the screen information click Save Insurance Address To edit an insurance address click Edit located next to the Insurance Address ID To update the edited insurance address click Update Insurance Address Insurance Address Information AAA Address City pe PlandCode Phone Baan Bal FIEIGS Zip Code Address 44 Laboratory Information System pathx MANAGING INSURANCE CARRIERS The search criteria tabs provide users with different options to search for insurance information The user may search by patient insurance name owner name or active status on the main segment Users may also search by address city state or zip code under Additional Filter Users also have the option to display the insurance address of a specific insurance according to its active status ep New Insurance ep New Insurance Search Criteria Search Criteria J Main YU Address Owner Name Al Active All All ZipCode Main Insurance Search Criteria Insurance Address Search Criteria e Insurance Name Enter the entire e Address Enter entire address or a insurance name or a few characters for few characters to display all matches a display of all potential matches e City Enter entire city or a few e Owner Name Name may be chosen characters to display all matches fro
101. w various notes 20 Release Allows user to view various notes 9 Reports Distribution Allows the user to view release remove or place on hold any results ready for distribution 12 Slides Log Allows the user to view the slide distribution log chronologically 15 Reports Allows the user to run various reports available within PathX 18 Unlock Allows user to unlock a case currently in use by another user 21 Zip Code Updater Provides the ability to upload regularly received zip code updates athx Laboratory Information System path INCIDENT MANAGEMENT 1 By Selecting the Incidents Button within the Utilities Module the Browse Incidents window as seen below will appear The Incidents toolset performs three primary functions A Searching Existing Incidents B Adding New Incident s and C Editing Existing Incidents Search Criteria 4 Create New XX Delete lt j Print 3 Preview Accession Accession Client S Detail Status Number a Client Name Patient Name Sales Rep Client byID by Name Incident Type Filter by Creation Date From 1 30 2012 Thru 2 6 2012 Incidents found 0 A Searching For An Existing Incident e Incidents can be located by accession number sales representative client ID or name and or incident status B Establishing A New Incident e To add anew incident enter either the accession number or client ID and s
102. x Laboratory Information System pathx SLIDE LOG MANAGEMENT 12 By Selecting the Slide Log Button within the Utilities Module the Slides Distribution Log window as seen below will appear The Slide Log toolset performs one primary function A Viewing Existing Slides Logged Within The System Search Criteria i Advanced Client SID Name All Location Accession Sent Date 2 Slides From Er SentTo Qty lg bi TE Slides Location All amp Sent Date Date Tody A Searching Slides Logged Within The System 1 Select the criteria for the searching of slides i e Accession Number Client Slide Location 2 Define the date rage for the slides 3 Inthe event the user desires to search by Report Type click on the Advanced tab and select the report 4 Click the Search button athx Laboratory Information System pathx CASE CODING 13 By Selecting the Coder Queue Button within the Utilities Module the Coder Queue window as seen below will appear The Coder Queue toolset performs two primary functions A Accessing Codes Associated with Existing Cases B Assign Remove Coding or C Hold or Mark Cases Completed Accession Status E Client SID Name ses EE E POF JET JL as 1REL 11 00051 ee POF e SPT 1609 1REL 11 00052 EEE 1REL 11 00055 1REL 11 00054 1WPC 11 00014 1REL 11 00064 05 25 2011 06 21 2011 06 21 2011 06 2
103. y social security number Once a new social security number is entered the patient address phone number and insurance information can be entered Responsible party and insurance information may also be entered in this module e Search amp Edit Existing Patients By selecting the Search amp Edit function within the patient module a list of all patients entered into the LIS is displayed to allow for quick access to view and edit a particular patient s demographics What if a patient does not provide the correct social security number There are times when a patient cannot or will not provide a social security number Some patients may not even have one yet In this situation the patient s last name first name and or date of birth needs to be entered into the system to allow for patient tracking path T aboratory Information System pathx CREATING NEW PATIENTS Creating New Patient Workflow 1 2 Enter the patient s personal information into Demographics tab All patients are automatically entered as Self in Responsible Party Tab Ifthe patient is a minor or is the responsibility of another individual enter the guarantor s demographic information Enter patient s insurance information if the insurance does not appear in the combo list click on Add button located beside the list and add the necessary insurance provider information If the patient has more

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