Define Analytes to Monitor

1 In the menu bar, click Results > Cumulative Analyte Definition.

Note: The Results menu appears only if you are allowed to view patient test results. The Cumulative Analyte Definition menu item appears only if you are also allowed to view cumulative reports.

2 In the Client list, click the client for which you want to define the analytes to monitor.

Your default client is selected automatically. You can change your default client via your user profile.

All analytes currently associated with this client appear in the list.

3 Do one or more of the following:

• Add an analyte:

a In the Analyte Search area at the bottom of the page, do one of the following:

• In the Search String box, type a full or partial analyte name, and then click Search. A list of all of the matching analytes appears at the bottom of the page.

• In the Search by Order Code box, type the first two characters of an order code. A list displays the matching order codes and test names. Click an item in this list; the bottom of the page displays all of the analytes associated with that order code.

Note: The search results can include only analytes that have been measured by your current lab. If a particular analyte has been measured in the past, but all measurements have been archived, that analyte will not appear in the search results.

b Click the select link next to the analyte that you want to add.

The analyte code and name appear in the Code and Name boxes in the Analyte Definition area.

c In the Group list, click the group that this analyte should belong to.

This determines where the analyte value appears in the analyte report. (The groups are defined by your administrator.)

d In the Rpts list, click the maximum number of test results (1–20) to include in each automatically generated cumulative analyte report.

For example, if you click 4 and only two measurements for this analyte are available when the next patient test results report is generated, the analyte report will include only two measurements. If five measurements are available, only the last four measurements will be included, since the maximum number specified here is 4.

Note: Automatically generated analyte reports cannot include data from archived patient reports. For example, if you click 4 in the Rpts list, and only the last three test results are available because the older reports have been archived, then only three results will be included in the analyte report. If you need to view archived data, you can manually generate an analyte report. For more information, see Generate a Cumulative Analyte Report.

e Click Add.

The analyte is added to the list of analyte definitions for the selected client.

• Change the group in which an existing analyte belongs or the number of results to report:

a Click the edit link next to the analyte that you want to change.

b In the Group list, click the group in which this analyte belongs.

c In the Rpts list, click the maximum number of test results (1–20) to include in each automatically generated analyte report.

d Click Add.

• Remove an analyte. If no you no longer want to monitor a particular analyte, click the Remove link next to the appropriate analyte. The analyte is removed from the list, and reports for this analyte will no longer be generated.

• Specify the order in which the analyte groups should appear in the analyte report:

a Click Group Sort.

b In the Client list, click the client whose analyte group sort order you want to specify.

c In the Report Group list, click the group that you want to move up or down in the list.

d Press the up or down arrow key until the selected group appears in the desired position in the list.

e Do one or more of the following:

• To save the specified sort order, click Save. You can optionally repeat steps b–e for other clients.

• To return to the Cumulative Analyte Definition page, click Done. (If you did not click Save, any changes you made are not saved.)