SoftWebplus (ebook) User Training
Contents
1. DD regarding all tests and results associated with the order 10 Toprint all results currently displayed on the Results table click the Print Summary button Result The Patient Results Report is printed 11 To view results for a particular patient that were ordered more than 90 days prior click the Results History button Result The Results History window is displayed You are able to query test results by Location Physician User View Order range Test Status and Criticality Define the desired search criteria and click the Preview Report Print Report button Result The Patient Results History Report is displayed printed Bridging to SoftMedia The following steps are used to bridge to SoftMedia6 from the Results menu Steps 1 Selectthe Results menu option Result The Results window is displayed 2 Select a patient from the Patient List pane Result The patient name is highlighted and the results are displayed in the Summary View The SoftMedia indicator is displayed next to the Order field if a document is attached em 3 Click the SoftMedia indicator next to the desired patient s Order field Result SoftMedia validates the user s access rights and opens in a separated window A NOTE If the user does not have the proper access in SoftSecurity SoftMedia will not log the user into the system Viewing the Results Trend Graph The following steps are used to view the Results Trend Graph from the Results2. is sent to the selected printer Printing the Standing Orders Report The following steps are used to print a Standing Orders report from the Orders menu option Steps 1 Select Orders from the main menu Search for and select a patient 2 Click the Print Report button Result The Standing Orders Report is displayed in a PDF file Related Tasks Generating an Order from a Standing Orders List 43 Related Information Orders Standing Orders 133 Managing Processed Orders The lower portion of the Orders menu enables you to track the status of recently placed orders and uncollected orders for a particular patient You are also able to enter collection information for uncollected specimens reprint specimen labels and reprint the requisition summary from this menu option Viewing Recent Orders For viewing recent orders the Orders grid of the Orders menu displays the order information for the patient with recently placed orders The following steps are used to view recently placed orders for a patient Steps 1 2 3 Select Orders from the main menu Search for and select a patient Select the Recent radio button Result The range field is enabled Select the desired range from the drop down menu Result All collected and uncollected orders which were ordered within the selected time range are displayed To preview print the requisition select a row from the grid and click the Preview Requisition or Print Re
3. menu Steps 1 Select the Results menu option Result The Results window is displayed 2 Select a patient from the Patient List pane Result The patient name is highlighted and the results are displayed inthe Summary View Order Status New Results and Test Status Completed are selected 3 Click the View Trend Graph button Result The Select Tests window is displayed 4 Select atest or a maximum of 5 tests from the grid to view the trend graph or table format i NOTE If the test does not display in the grid of available tests click the Test Lookup DD window This button is only available if less than 5 tests have been selected from the grid 5 Inthe Trend Graph Range area select the range for which test results will appear on the graph 1 Select the Last radio button and click the spin buttons to specify how many previous test results willbe displayed onthe graph trend A maximum of 99test results canbe displayed Select the Verified radio button and click the calendar button in each date field to specify a range forthe test results which willbe displayed onthe grid 6 Once all of the filter criteria has been specified select one of the following options to the view the trend information Click the View Graph button to view the test results in graph format Click the Open Trend as PDF button to view the test results in PDF table format Click the Open Trend in Excel button to view the test results in a Micro
4. serve as the centralizing point for queries from users of the Laboratory Information System Where a query cannot be dealt with by the operators of the Service it will be forwarded to the appropriate person or office It is expected that most of the user queries should be answerable by the Service eg usability issues basic tracking of tests pricing general LIS information Tel No 876 927 1620 extn 2352 Email cliniclabs uwimona edu jm Temporary contact 876 867 8161 this number may be used temporarily as the telephone installation is still ongoing Note that these are the telephone numbers at the moment They may be changed or added to over the coming months Introduction The SoftWebplus system is a web based application that allows integrated real time results query as well as computerized order entry CPOE via the Internet SoftW ebplus provides practical robust solutions for clinical office staff and physicians that are fast convenient and easy to learn SoftW ebplus is specifically designed for use within an outreach suite of applications to facilitate front end processing and billing for clinical laboratories SoftWebplus also provides order entry and test results viewing in a seamless package End users are able to quickly and efficiently register new patients order tests enter diagnosis codes check medical necessity place orders and review patients integrated clinical results User specific viewing of clin
5. they were printed This enables the user to review all designated patient results via a Summary Report and sign them off at once The following steps are used to sign off a results report from the Results menu 1 p Select the Reports menu option Result The Reports window is displayed To specify an ordering physician enter the Physician ID or click the search button to select a physician from the physician lookup window Once the Physician ID has been entered click the Print amp Sign off button Result All new results ordered by the defined physician and accessible to the current user are printed and signed off NOTE Sign Comment Printed and Signed by User name ID on MM DD YYYY HH MM will be displayed on the Results menu for the results signed off with this option Changing your Password To change the login password for the SoftWebplus system select Settings gt Change Password tab from the main menu Steps 1 2 3 Enterthe current password in the first field Place your cursor in the New Password field and press the tab key Enter a new password between 8 and 16 characters and containing at least one digit and one lower and uppercase character Place your cursor in the Confirm New Password field and re enter the new password Click the Confirm button
6. 9 Ordering Adding Requisitions c cccccccsssssesssecececeseesenseseeececessesesaeseeeeecesseseaaeseeeescesseseaaeaeeseseeesessaeeeeess 10 Adding a Requisition inOrder Ent A a il 10 Verifying the Requisition SUMMA cccccccccsssesssscecececesseseaeseceescesseeaaeeeeeceseesesaeaeeeescesseeaaeaeeeesensees 13 Entering the Collection Details ccccccccssssscceceesssessesecececessesssaeseeececesseseaaeseeeescesseseeaeseeeessesseseaeeeeess 14 Collecting Managing SpeciMenS meisneri a eea E a aaa E ie a aata a a E aE a a aeaea 15 Collecting Spec A A e aiaa aae ada 15 Creatine the Shipping Mante a a r a a a 16 Viewing and Editing the Status of the Shipping ManifesSt oconoooocccccncnonononnnnnnnnnnnanononononnnncanonennnnnnncnnnns 17 Managing Orders Processing Standing Orders cccccccsscsssssssccececeseeseaeseceeecessesesaeseeeescessesnaaeeeeseuseeseaaeas 41 Generating an Order from a Standing Orders List coconcocococnnncnonononaancnnononannnnnnnonnnononananononnnncnnnnnnns 41 Printing the Standing Orders Report cccnnoccoconncncnnnononannnnnnncnonanononnnonnnnnnnnnonnnnnnnnnnonannnnnnnnnnnnnnnnnnennnnnnnnos 41 Managing Processed Orders tt At Nese et ste de eet ae eee Niece ata 51 Viewing Recent Orders cata ia A tt ee eae ones 51 Viewing Uncollected Orders and Collecting SO CIMENS cccccccssessessssecececeseesesnsaeeeeeceseessaeaeeeeseesees 52 Reprinting Requisitions and Labels
7. Laboratory Information System User Handbook SoftWebPlus Extract of SCC SoftComputer User Manual The content is compiled from the SoftWebPlus User Manual issued by SCC SoftComputer The handbook comprises the core areas covered in the 2 hour training programme organized and conducted by the UWI LIS training team This handbook ts targeted at our primary users at the University Hospital of the West Indies Table of Contents General IO MONA dana es wide dilate ida 4 Becoming an authorized USEF ooooocccccnnconononnnnnononnnnnononnnnnnncnnnnnnonnnnnnnnnnnnnnnnnnnnnnnnnnnnennnnnnnnnnnnnnnennnnnnnnanens 4 Obtaining alerts and results using your mobile coconoococncncnocanononnnnonnnonanononnnnnnnnnnnnnonnnnnnnnnnonannannanons 4 About the LIS Information DeskKiviicocaa ra 4 INTO UCHON hoola E ladies anida d ohausieesitdevsgovauaniosi duced E Otnctece 5 OA A i ates eee eons cee eee ede So cease oe ai de es 6 Logging Off Exiting Soft WEDDIUS cccccccccsssccceesssceceesececeeaeeeceeseeecsesueeecsesseeeceesaeeeceessseecsesaseeseeaeeeeeses 7 Creating a Desktop ICON ach seek hte ei ds ad ee es 7 Managing Patient INFOrmation ccccsesssccececessessnneceeeeecssseuaeeeeecsseesesaeaeeeeeceseeseaaeaeeeesessseseaaeseeeescesseneaanes 8 Entering Patient Information Adding a New Patient cccononoooonnnnnnnnonononnnnnoncnnnnannnnnoncnncnnnnnonnnnononnnnnnnnnnos 8 Editing Patient Information o eiaa A A ais
8. and sign of all New Results for all patients at once or sign all new results without printing Please select one of the options below Note All patients will be removed from New Results list after sign off 2 Click the Cancel button if you want the patients to remain on the patients list Result The Print Sign All Results window is closed 3 Click the Print and Sign Off button if you want to print and signs off all new results for all patients at once Result Unsigned results for all patients in the patient list are printed and signed off The New Results pane is empty A NOTE Sign Comment Printed and Signed by User name ID on MM DD YYYY HH MM will be displayed for the results signed off with this option 4 Click the Sign off button if you have previously viewed new results for all patients and want to sign off results at once without printing Result Unsigned results for all patients in the patient list are signed off without printing The New Results pane is empty A NOTE Sign Comment Signed by User name ID on MM DD YYYY HH MM will be displayed for the results signed off with this option Report Viewing Specimen Tracking The Specimen Tracking tab of the Reports menu in SoftWebp us is used to query view and print a Specimen Status report and a Manifest Status report Generating a Specimen Status Report The Specimen Status Report pane of the Specimen Tracking tab enables you to enter search criteria to
9. cccssssccccecessesscsececececseseseeaeseeeeecesseseaaeaeeeescesseseaaeeeeeeseessessaaeees 52 Results Viewing Viewing R SUItS cccccccssssssssceceeecsesesssaeseeeescesseaeseeeeecessesesaeaeceeeseseeseaaeseeeeseeeseauaeess 53 Viewing Results dt do dl a de do A dd A E 53 Bridging to SoftMeadid s ica e a e dd a tt ta dd a eas 55 Viewing the Results Trend Graph ccccccesscccsssceesseceescecesseccsseeeesseceseccsssecesaececseecesseceaeeeeaaeceesteessess 55 Signing off TESTE RES UIES ita ai TA AA eda Secu DAA AAA A E ACA AAA 57 Report Viewing Specimen Tracking cc cccccccscssssssssececececsesecesaeeececeseeseeaeseeeescesseeaaeseeeessessesasaeeeeeesseeeaaeas 59 Generating a Specimen Status RepOlT oocococococnnnncnnnnnnnnnononnnonononononononnnono no nono nononnno nono nono nono nornnonnnononons 59 Generating a Manifest Status REPO priii iea ae a e aE aa aa Ea a aa a e iia a aiian 59 Viewing Results Reporta tds dd a A dd aE ie AiR 59 Viewing and Printing a Scheduled Report ccccononocoonccnonoconononnnnnnnonnnnnononnonnnnonononnonnnnnnnnnnnnnrnnnnnnnnnnnnnnns 60 Generating a Results Repo e ke chee dedo del do de o lA 61 Signing Off a Results Rd ia 62 Changing your Password ccccccccccesssssssssecececesseseaeseeeescesseeaaeeeeeeeeeseeseaaeseeeesceseeseaaeseeeessuseesaaeaeeeeseesees 62 General Information Becoming an authorized user Before anyone is allowed to gain access to the LIS system in this case S
10. click the search buttontomakeaselectionfromthe physician lookup window orclick the drop down arrow to select a favorite physician Select the Priority from the drop down list Choices include Routine Urgent Stat and Timed 1 Inthe Copy report to area enter any physician IDs to have a copy of the results sent to them orclick the browse button to display the physician lookup and searchfor aphysician Youcanenterupto3physicians Defining Recurrence Optional 6 Toplace a recurring order select the Standing Order button to open the Define Recurrence window and define the frequency dates and or times that the order will be generated If the recurrence occurs at a specific date inthe future click the Future radio button and enterthe expected date or select adate from the calendar Aa 5 NOTE The expected date cannot occur in the past 1 Ifthetest s need to be ordered multiple times select the Recurring radio button Enterthe Pattern ID or select apattern fromthe Recurrence pattern lookup Setthe total number of times the test will be ordered if necessary Enterthe start date andthe end date of the recurrence gt NOTE The start date cannot occur in the past The end date cannot be earlier than the start date Click the Pattern ID lookup window to open the Recurrence Pattern Lookup window to define the specific recurrence pattern A NOTE If a recurrence was entered for the order the Standing Order butt
11. d Tubes window is displayed 4 Scan all barcodes you want to add to the Scanned Tubes list or manually enterthe barcode and press enter or click the arrow icon Result The scanned barcode number tube type and status will be added to the grid 5 Toremove the barcode number last scanned click the Remove Last button Result The scanned barcode number tube type and status Removed will be added to the grid A NOTE Depending on the SoftLab version SoftWebplus can be configured to remove a i previously scanned tube when the same barcode is scanned again 6 Once all barcodes are added click OK Result The Scanned Tubes window is closed and all of the scanned specimens are checked and moved to the beginning of the shipping list 7 Verify that the correct specimens are listed to be shipped 8 Select the appropriate checkboxes next to the Patient name column if not done so already and select the Create Shipping Manifest button to create a shipping manifest based on the chosen specimens NOTE Once the Shipping Manifest is created all selected specimens for the Manifest are A removed from the shipping tab If all specimens are removed the message No specimens found will be displayed The generated shipping manifest is displayed on the shipping manifest tab Viewing and Editing the Status of the Shipping Manifest The Shipping Manifest tab displays the shipping manifest list that is ready to be sent to the laboratory f
12. d to sign off new results for a selected patient Review the unsigned results forthe patient and select the appropriate checkbox in each test row Add any comments as necessary for the tests The following steps are used to sign off results from the Results menu Steps gt Select the Results menu option Result The Results window is displayed Signing off by Individual Patient 1 Select a patient from the New Results pane Result The patient name is highlighted and the results are displayed in the Summary View Order Status New Results and Test Status Completed are selected Click the Sign off button Result The Sign Off Test s window is displayed Review each test and select the Sign Off checkbox for each result that needs to be signed off Remove the checkmarks as necessary Add a comment in the Add Comment free text field Enter your Password in the Confirmation area and click OK A 3 NOTE Password entry may not be required according to your user settings A NOTE Sign Comment Signed by User name ID on MM DD YYYY HH MM free text I comment will be displayed for the results signed off with this option Batch Signing Off 1 Ifthe results for the patients in the New Results pane have been reviewed and are ready to be signed off click the Print Sign All Results button Result The Print Sign All Results window is displayed with the following confirmation message displayed You can print
13. diagnosis code s separating multiple entries by acomma into the free text field on the Summary tab and press Enter 11 Click Summary in the Requisition Diagnoses window to review the select diagnosis reasons for ordering the test s Entering Specimen Collection Information 12 Atthe bottom area of the Order Entry window enter collection information for the order A NOTE This section is disabled if a Recurrence Pattern is defined the Standing Order button has a green check mark 1 Selectthe Collect Now checkbox if the specimenisto be collected when the requisition is submitted If the Collect Now checkboxis selected the system will also require the entry of a phlebotomist 1 Ifthe Collect Nowcheck box is selected selecta Phlebotomist ID from the favorites drop downlist orclickthe searchbuttontomakeaselectionfromthe Phlebotomist Lookup window 1 Click the calendariconinthe Collection D amp T fieldto selecta collection date forthe order from the calendar Click the right and left directional arrows to select adate Enter modify the collection time as required 3 Once all of the information has been entered for the order click the Submit Requisition button at the bottom of the Order Entry window i gt NOTE If insurance information was not entered for the patient you will have to select a different billing method or add an Insurance Verifying the Requisition Summary The Requisition Summary Preview win
14. dow is used to verify the requisition information before submitting The requisition data can be edited from this preview window if necessary The following steps are used to edit the requisition information from the Requisition Summary Report Preview Steps 1 Verify that the information in the Requisition Summary window is correct 2 Tomodify the patient information click the Edit Patient button Result The Edit Patient window is displayed 3 Edit the patient information as necessary 4 Tomodify the order diagnosis or other order information click the Close Preview button Result The Order Entry window is displayed 5 Edit the requisition information as necessary 6 Tocheck compliance on the order click the Check Compliance button Result The Check Compliance window is displayed 7 Once all of the information has been verified and or modified click Submit Requisition Result The order is submitted and the requisition report labels are printed The Collection Details window is displayed if Collect Now was selected NOTE The specifications of the Print Requisition and Print Labels options may vary depending on the related settings in the Administrative Application Entering the Collection Details If the Collect Now checkbox was selected at the time the requisition was submitted the Collection Details pop up window will appear after the order is submitted The following steps are used to enter collection detai
15. generate the status report of a specimen You can specify search criteria including the date range the date and time the order location draw location laboratory and specimen status The following steps are used to view and print a specimen status report from the Reports menu Steps 1 Select the Reports from the main menu Result The Reports window is displayed 2 Selectthe Specimen Tracking tab 3 Enterthe search criteria and select Specimen Status check boxes forthe Specimen Status Report 4 Select to Preview or Print the Specimen Status Report based on the entered information Generating a Manifest Status Report The Manifest Status Report pane of the Specimen Tracking tab enables you to view the report of the manifest status which may contain more than one specimen You can specify search criteria including the draw location manifest ID laboratory pick up date received date and shipping status The following steps are used to view and print a manifest status report from the Reports menu Steps 1 Select the Reports from the main menu Result The Reports window is displayed 2 Select the Specimen Tracking tab 3 Enterthe search criteria and select the Shipping Status check boxes for the Manifest Status Report 4 Select to Preview or Print the Manifest Status Report based on the entered information Viewing Results Reports The Scheduled Reports Results Reports and Sign off Results Report options in S
16. ical results via the Internet allows filtering sorting and trending results that ultimately simplify interpretation and ensure prompt response to critical results SoftW ebplus uses a Graphical User Interface GUI and click navigation The system is easily customized to match individual workflows and provides reliable 24 7 access to results SoftWebplus supports laboratory microbiology blood bank pathology and reference lab results which reside in a single database repository SoftW ebplus is also HIPAA enabled with multiple Security Controls Logging On The following steps are used to log on to the system Steps 1 Enter the SoftWebp us address http clinicallabs mona uwi edu 25013 swp office in the URL field Result The SoftWebplus login screen is displayed 2 Type your user ID in the field labeled User ID 3 Enter your password as assigned by the system administrator _ NOTE Users are issued a unique user ID and Password by the system administrator JD consisting of numeric and alphanumeric characters New users logging on to SoftWebplus for the first time will be asked to change their password 4 Click the Log In button 5 Enter your Current Location or click the search button to open the location lookup window and search for your facility name and ID Click OK 6 SoftWebplus main user interface is displayed Logging Off Exiting SoftWeb plus When you leave your terminal remember to log ou
17. layed The following steps are used to view test results inthe Results menu Steps 1 Select the Results menu option Result The Results window is displayed 2 Select a patient from the New Results pane or search for and select a patient by utilizing the patient search bar Result The patient is selected and the results are displayed in the Summary View 3 Select New Results in the Order Status field to view only unsigned results or select Today Last 2 days Last 7 days Last 30 days Last 60 days or Last 90 days to view results within a specific date range 4 Click the Find button Result Results are filtered according to the selected Order Status 5 Select the Completed Partial Pending or Canceled check boxes in the Test Status field to view results defined by a specific test status 6 Click the Find button Result Results are filtered according to the selected Test Status 7 Define the User View field to view results from a predefined test group 8 Click the Find button Result Results are filtered according to the selected User View A NOTE The available options in the User View field can be customized in the User Settings menu option of the Administrative Application of the SoftWebplus system 9 Click the Order ID hyperlink to view the On Demand report for the order Result The On Demand report forthe orderis displayed 3 NOTE It is recommended to view the On Demand report for comprehensive details
18. list click the Print Draw List button Result The Draw List is printed Select an uncollected specimen from the list and click the Collect Specimen button Result The Collection Details window is displayed NOTE The current date and time will be displayed in the collection date and time fields by default Verify the collection information and make any modifications as necessary Click OK Result The Collection Details window is closed Collected specimens are removed from the Draw list Creating the Shipping Manifest The Shipping tab displays the specimens that have been collected and are available for shipping The following steps are used to create a shipping manifest on the Shipping tab Steps 1 Fromthe Collections menu select the Shipping tab 2 Enterthe Phlebotomist ID in the Collected by field as appropriate and select a Laboratory from the drop down where the specimens will be sent Select the desired storage type check boxes optional and click the Find button A NOTE Select Main Laboratory unless you are creating a shipping manifest for an alternate i external laboratory NOTE Specimens with undefined blank storage types will be found when Ambient is CA selected Setting the Specimen Storage type is an optional function and you may not see this option in your system 3 To easily find specimens to add to the shipping list click the Scan Tubes button to scan the specimen labels Result The Scanne
19. ls Steps 1 Verify the Collection information A NOTE The defined Collection Date and Time on the Order Entry screen are copied to the i corresponding fields in the Collection Details window by default 2 Make any changes as necessary 3 If some specimen s were not collected change the specimen status by selecting CNC Could Not Collect or the Skip radio button Result Collection Date and Time fields for the specimen are disabled 4 Click OK if all entered information is correct Result The collection information is saved Collecting Managing Specimens The Collections menu enables you to collect specimens from the draw list view specimens to be shipped create a shipping manifest for collected specimens and manage the created manifests Collecting Specimens The Draw List tab enables you to search uncollected specimens by Ordering location To be collected date patient name and or Specimen status Printing labels and entering collection information are also available The following steps are used to verify orders and collect specimens on the draw list Steps 1 From the main menu select Collections Result The Collections window is displayed Select the Draw List tab Verify or edit the information on the search bar including the Location Collection Date Patient Name and Specimen Status Click Find Result The specimens on the draw list are found by the entered search criteria To print the draw
20. oftW ebplus enable you to view scheduled Result Reports from other integrated SCC modules create Results reports and sign off all new results for a specific ordering physician at once Viewing and Printing a Scheduled Report The Scheduled Reports tab enables you to access the available scheduled reports by location date range and status You can view SoftLab SoftMic SoftBank II and SoftPath reports by a specific clinic The following steps are used to view and print a scheduled report from the Reports menu 3 NOTE A specific run must be created on the print schedulers from other SCC modules in order to generate these reports and have them appear as an Adobe Acrobat PDF 1 Select the Reports module from the main menu Result The Reports window is displayed 2 Select the Scheduled Reports tab 3 Search by verifying the Location Date Range and Status of the report which you are attempting to access Click Find Result Scheduled Reports matching the search criteria are displayed in the Scheduled Reports Report File Name grid 4 Toview the Scheduled Report select the blue hyperlink in the Report File Name column Result The corresponding report is displayed in Adobe Acrobat PDF format 5 Toprint the Scheduled Report s select the checkbox of the desired reports and click the Print Report button Result The corresponding report s print and the status becomes Printed 3 NOTE To view scheduled reports the
21. oftWebPlus the UHWI and all other entities having permission to use the facility must request that you be granted access This request is expected to be made by the head of section For instance the sister with responsibility for overall administration of a particular ward would be expected to identify the users on her ward by submitting to the Laboratory Information Systems Administrator a list of the names of the persons their ID and their Job function If there is a special function that an individual must or must not carryout such as results printing this should be noted A Form is available for collecting this information The system will not allow access to anyone who has not previously been identified to the system by the System Administrator as a valid user Email contact of Laboratory Information Systems Administrator Obtaining alerts and results using your mobile The system allows doctors to be alerted via their mobile of the availability of a test result This applies to the originating doctor and or others that he she has approved to receive the test results The doctor s may then log in and obtain the result One must first make contact with the Laboratory Information Systems Administrator to have the said device enabled for receiving About the LIS Information Service An Information Service has been created in the Central Accessioning Area The purpose is to respond to queries or direct them appropriately The Service will
22. on will display a green checkmark NOTE Select the Reset radio button in the Define Recurrence window to remove the defined recurrence pattern from the order The green checkmark of the Standing Order button becomes blue minus Adding Special Requests Optional 7 To add specific requests select the Special Requests button to open the Special Requests window and enter requests in free text Aa NOTE If a special request was entered for the order the button will display a green y checkmark Selecting a Test 8 Select the test s for the patient Selectatestfrom oneofthetemplates panels OR Click the Test Lookup button to open the Test Lookup window and search for a specific test OR Enter the test ID s separating multiple entries by a comma into the free text field on the Summary tab and press Enter NOTE Clicking the main test category checkbox will automatically select all pertaining 1 tests for that category For instance if you select the main Chemistry checkbox all tests under the chemistry Category will be selected 9 Click the Summary Tab to review all selected tests Entering a Requisition Diagnosis 10 Inthe Requisition Diagnoses pane select the appropriate reason s for the tests Select adiagnosis from the displayed category OR Click the Diagnosis Lookup button to open the Diagnosis Lookup window and search fora specific diagnosis reason OR Enter the
23. or testing or have been picked up The following steps are used to view and edit the status of the shipping manifest Steps 1 From the Collections menu select the Shipping Manifests tab Finding the Shipping Manifest 2 Modify the query on the search bar including the person who created the manifest the shipping status and the picked up date 3 Click Find Result The shipping manifests are found by the entered search criteria Changing the Status of the Shipping Manifest to Picked Up 4 Find manifests using the Not shipped status radio button 5 Highlight a Manifest ID row from the Shipping Manifest list and click Pick Up to acknowledge that the specimen has been picked up by the courier Result The Picked Up By window is displayed 6 Specify the courier s last and first name in the free text field and click OK Result The manifest is removed from the displayed Not shipped status manifest list Changing the Status of the Shipping Manifest to Received Optional 1 Find manifests using the Picked Up status radio button 2 Highlight a Manifest ID row from the Shipping Manifest list and click the Receive button Result The manifest is removed from the displayed Picked up status manifest list NOTE Receive button enables only when a Shipping Manifest for alternate external 3 JD laboratory is selected All specimens sent to laboratories other than alternate external laboratory will get Received sta
24. or previously submitted orders can be performed from the orders menu The following steps are used to print labels from the Orders menu Steps 1 Select Orders from the main menu Search for and select a patient 2 Highlight a requisition from the Uncollected Recent Orders grid 3 To print the Requisition Report click the Print Requisition button Result The Requisition Report for the selected order is printed 4 Toprint labels click the Print Labels button Result The uncollected specimen label s within the selected order is printed 3 NOTE The specifications of the Print Requisition and Print Labels options may vary i depending on the related setting in the Administrative Application Results Viewing Viewing Results The Results menu in SoftWebp lus enables you to search view and sign off patient results Results are displayed in table format on the Results menu screen and are able to be printed in various formats including a Summary Report a Results History Report an On Demand Report and a Trend Report Viewing Results All patients with unsigned new results are displayed in the Patient List pane with colored flags to notify you that critical abnormal STAT or Timed orders are waiting for your review Tests with comments or group test results are displayed by clicking the icon next to the test expanding the test details Individual test results and statuses are contained in the row where the corresponding test is disp
25. quisition button Result The Requisition Report for the selected order is displayed printed To print labels select a row from the grid and click the Print Labels button Result Specimen label s within the selected order are printed Viewing Uncollected Orders and Collecting Specimens For viewing uncollected orders the Orders grid of the Orders menu displays the specimen information for patients with orders that have been placed but not yet collected The following steps are used to view uncollected orders for a patient Steps 1 Select Orders from the main menu 2 Search for and select a patient 3 Select the Uncollected radio button Result All uncollected orders are displayed in the lower grid of the Orders window 4 Topreview print the requisition select a row on the grid and click the Preview Requisition or Print Requisition buttons Result The Requisition Report for the selected order is displayed printed 5 Toprint labels select a row on the grid and click the Print labels button Result The uncollected specimen label s within the selected order is printed 6 To collect a specimen s select a row on the grid and click the Collect Specimen button Result The Collection Details window is displayed 7 Once all of the information for the order has been verified click OK Result The orders are removed from the uncollected orders table Reprinting Requisitions and Labels Reprinting requisitions and labels f
26. soft Excel file Result The Patient Results graph is displayed with the specified search criteria a NOTE Depending on the settings certain tests may not be shown on the graph If LA JD alphanumeric type test is selected or the selected test does not have verified results a warning message stating that the test cannot be shown will be displayed Sample Patient Results Graph The Trend view graph allows for upto 5 tests in PDF or Excel format The collection date and time is used as the time axis A light blue normal range belt is displayed on the graph if a single test is selected Up or down arrow icons will be displayed if the result value starts with the lt or gt symbols gt NOTE If the numeric type test has an unexpected non numeric result value the notation i will be displayed in the footer The following is a sample patient results graph as generated from the Results menu W Modern Medical Center PATIENT RESULTS GRAPH 5400 Tech Data Drive Clearwater FL 23760 727 789 0100 727 789 0110 PATIENT SATO JAMES S DOB 01 01 1950 AGE 60 Y SEX M MRN P000001491 CHART Sato3333 TSH TSH 25 24 ti 0 06 03 15 10 03 30 10 04 14 10 04 29 10 05 14 10 05 29 10 06 13 10 06 28 10 07 13 10 07 28 10 08 12 10 Actual result less than the value displayed on the graph Printed by USER SUPER Page tof 1 Printed on 11 18 2010 11 28 Signing off Test Results The Sign Off Test s window is use
27. t Patient Maintenance from the main menu Result The Patient Maintenance Search Window is displayed N Enter the patient search criteria in the search bar including the patient s Last name First name Date of Birth DOB Social Security Number SSN Medical Record Number MRN and or Chart Number 3 Click the Find button Result The Search Results window is displayed with patients matching the search criteria 4 Ifthe patient is not found in the search click the Create New Patient button Result The Search Results window is closed and the Patient Maintenance window becomes editable 5 Add althe information in the required fields for the newly created patient 6 To add or view a patient comment click the Patient Comment button Enter a free text comment and click OK 7 Enterthe Address for the patient 8 Enter the patient s Visit information if available by defining the Room and Bed number fields 9 Enterthe patient s Phone number 10 Once you have entered all of the patient s information including the Emergency Contact information and Payor Insurance provider click the Save Result The patient information is saved NOTE A message prompting you to enter required information will be displayed if any of the G required fields have not been populated The required fields needed to save a patient record can be set by the system administrator Fields where information must be entered will be highlighted Editing Pa
28. t of the system This will prevent other users from working on the system using your ID and stamping your initials on their transactions The following steps are used to log out of the SoftWebplus application Logging off of SoftWebplus Steps gt Select Log Out from the main menu toolbar Result The systems signs you out and the login screen is displayed Closing SoftWeb plus Steps gt Click the standard close icon in the upper right corner of the window after logging out Creating a Desktop Icon The following steps are used to add a desktop icon for easy access to the SoftWebplus system Steps 1 Access the SoftW ebplus Login Screen 2 Right click inthe SoftW ebplus window and select Create Shortcut Result The message Do you want to put a shortcut to this website on your desktop is displayed 3 Click Yes Result The SoftW ebplus icon Lo is displayed on your desktop Managing Patient Information Entering Patient Information Adding a New Patient The Patient pane of the Patient Maintenance window is used to enter or edit patient information including the patient s name address demographic information and contact details The following steps are used to add a new patient in Patient Maintenance Steps NOTE To create a new patient you must first search for that patient using the patient search bar to verify that he or she does not already exist in the system 1 Selec
29. tient Information The following steps are used to edit patient information as entered in Patient Maintenance Steps 1 Select Patient Maintenance from the main menu Result The Patient Maintenance Search Window is displayed 2 Enter the patient search criteria in the search bar including the patient s Last name First name Date of Birth DOB Social Security Number SSN Medical Record Number MRN and or Chart Number 3 Click the Find button Result The Search Results window is displayed with patients matching the search criteria 4 Select the matching patient from the Search Results window Result The Patient Maintenance window is opened in edit mode 5 Edit the information in the Patient Emergency Contact Payor Insurance and Policy Holder Insured areas as necessary 6 Click the Save button to save any modified information Chapter 2 Managing Patient Information Page 9 Ordering Adding Requisitions Adding a requisition in SoftWebplusTM involves verifying the patient and insurance information entering requisition details selecting the tests selecting the diagnosis entering test information and checking compliance Adding a Requisition in Order Entry Adding a requisition in Order Entry involves verifying the patient and insurance information entering requisition details selecting the tests selecting the diagnosis entering test information and checking compliance A NOTE Processes and windows may
30. tus automatically when specimen is received in SoftLab Managing Orders Processing Standing Orders For orders in SoftWebplus that need to be placed on a recurring basis the Standing Orders grid of the Orders menu enables you to generate these orders and print the report Generating an Order from a Standing Orders List The Standing Order grid of the Orders menu displays the cycle pattern for the patient s tests if they need to be ordered multiple times on a recurring basis The following steps are used to generate an order from a Standing Orders list from the Orders menu option Steps 1 Select Orders from the main menu Search for and select a patient 2 Highlight a standing order from the Standing Orders table 3 Click the Generate Order button Result A message asking if you really want to generate a new order is displayed 4 Click Yes Result A child order is generated If the tests include order entry questions the Ordered Tests details window is displayed which allows you to answer questions 5 If the order was set to check compliance and there was a failed test the Check Compliance window appears Edit the Diagnosis Code or print the ABN form Result The Requisition Summary window is displayed 6 Edit any information as necessary Click Submit Requisition Result The Print Report window is displayed 7 Select the printer and the number of copies to generate Click OK Result The Standing Orders report
31. user must have the proper Permission Class in SoftSecurity or Accessible Location s in the Administrative Application Generating a Results Report The Results Report tab enables you to query view and print a results report The patient search bar is used to specify one particular patient for the Results report If one patient is selected from patient search the patient brief information will be displayed underthe Patient Search bar If a particular patient is not selected the Results Report Search Criteria will be applied to all patients The following steps are used to generate a Results Report from the Reports menu Steps 1 Select the Reports from the main menu Result The Reports window is displayed 2 Select the Results Report tab 3 Tosearch for a particular patient enter the patient search criteria in the patient search bar You can include the last name first name date of birth social security number medical record number chart number and order number in the search Click Find and select a patient 4 Enter the search criteria and select the Test Status check boxes and Criticality radio button for the Results Report 5 Select to Preview or Print the Results Report based on the entered information 3 5 NOTE To clear the entered information click the Reset Filter button Signing off a Results Report The Sign off Results Report tab of the Reports menu option is used to mark new results as signed off after
32. vary depending on the type of test the recurrence i pattern and if the test is being collected at the time of ordering The following steps are used to add a requisition in Order Entry Steps 1 Select Order Entry from the main menu Result The Order Entry window is displayed 2 Enter the patient search criteria in the search bar including the patient s Last name First name Date of Birth DOB Social Security Number SSN Medical Record Number MRN and or Chart Number 3 Click Find Result The Search Results window displays the matching search criteria 4 Select the matching patient from the Search Results window and click OK Result The patient s information is populated in the Patient amp Payor Insurance area of the Order Entry window If the patient is not found in the search click the Create New Patient button The Search Results window is closed and the Patient Maintenance pop up window is opened over the Order Entry screen Entering Requisition Details 5 Enter the requisition details for the order in the Requisition Details area Confirm the Order Location If the field is not populated enter an Order Location or click thesearchbuttontomakeaselectionfromthe locationlookup window Select the Billing Method drop down arrow to select a billing method from the drop down list Available Billing Methods dependonyourcurrentloginlocation 1 Enterthe physician who requestedthe order inthe Requested by field
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