Complete the Quality Checks for Filed Orders

1 In the menu bar, click Requisitions > Quality Check.

The default search criteria appear at the top of the page. The default criteria retrieve a list of all orders filed today for your current lab and facility that have not yet been completed.

2 To search for different orders, do one or more of the following and then click Search:

Tip: To restore the default search criteria, click Reset.

a In the Lab list, click the desired lab.

This list displays all of the labs that have been assigned to you.

b In the Facility list, click the desired facility.

c In the Search By list, select the type of data you want to search by, and then type the search value in the box.

You can search by Accession #, Collected By Name, Collected By Employee ID, Patient Name, or Requisition number. If the box is left blank, this search option is not applied.

Notes:   • If you clicked Requisition in the Search list, you must type the complete requisition number. The requisition number must be seven digits long. If it is not seven digits long, type an appropriate number of zeros in front of the number. For example, if the requisition number is 1234, you must type 0001234. • If you clicked Patient Name or Collected By Name, you must type at least the first character of the person’s last name. The search results will contain orders for any patient or phlebotomist whose last name begins with the specified characters. You can optionally type a portion of the person’s last name, a comma, and at least the first character of the first name (such as doe,j).

d To view all orders, regardless of whether or not they have been completed, clear the Only Show Incomplete Orders check box.

e In the Date boxes, type the date range when the order was placed, or click the date on the calendar. (The default is today’s date for both fields.)

For example, to view all orders that were placed today, you would type today’s date in both boxes. To view orders that were placed during an entire week, you would type Monday’s date in the first box and Friday’s date in the second box.

You can optionally omit the ending date. If you provide only a starting date, you will view all orders placed between that date and today.

Tip: You can use any of the following shortcuts to specify the date: • Type t for today’s date. • Type y for yesterday’s date. • Type t-# (where # is the number of days prior to today). For example, type t-7 to specify one week prior to today. • Type t+# (where # is the number of days after today). For example, type t+7 to specify one week after today.

3 To complete an order, do the following:

a In the Processed By list, either leave your own name (selected by default), or click Intern and type the intern’s name in the box.

b (Optional) In the Additional Samples Collected box, type any additional samples that were collected after the order was filed (for example, a urine collection that was not yet voided/collected).

c In the Samples Submitted box, type the samples that were submitted with the order (for example, 1L, 2SS, 1PO).

d In the Actions column, click Save.

Optionally, you can enter the Samples Submitted for multiple orders, and then click Save Completed to save all updated orders at once.

Note: An order can only be completed until 11:59 PM local computer time on the same day it was filed.

4 (Optional) To export the information shown on the page at any time to an Excel file, click Export to Excel.