Module 2: BLOCK 1 / Order Entry

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Module 2 BLOCK 1 / Order Entry
SoftLab Super User/End User Training
SoftLab Super User/End User Training
Module 2 BLOCK 1 / Order Entry
Objectives As a result of this module the student
should demonstrate the following competencies

• Recognize Order Entry Buttons
• Use Search Screen and Functions
• Create a New Patient
• Work with Patient Stays
• Place a Lab Order
• Place a Micro Order
• Create Order Entry Flags
• Utilize the Results Tab

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SoftLab/Mic Block 2 - Order Entry Buttons
SoftLab/Mic Block 2 - Order Entry Buttons
Open - To open an existing record, click the Open
button, press CTRL O, or select File gt Open.
Edit Mode - You can edit records if you have the
security access. To enable the editable fields,
click the Edit Mode button, select Editgt Record,
or press F7. The fields will display as editable
by changing color.
Save - To save the information you have added or
edited, click the Save button, select File gt
Save, or press CTRL S.
Add Next Order - To add a new order to the
current patient record, click the Add Next Order
button.
Print - To print the currently displayed record
to a specified printer, click the Print button or
select File gt Print.
Click each individual enlarged button to display
its function. Another click on the same button
will hide its function.
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SoftLab/Mic Block 2 - Order Entry Buttons
SoftLab/Mic Block 2 - Order Entry Buttons
Move Order to New Stay - To move an order to a
new stay, click the Move Order to New Stay button.
Verify Order - To verify an order, click the
Verify Order button.
Delete - To delete the current record from the
database, click the Delete button. The system
will then display a message box prompting you to
confirm the deletion. Click Yes to delete the
record or click No to retain the record.
Send Order To send an order, test(s), SC
(Status Change) message or batch to the HIS. In
an HIS, an example of status change is when a
specimen has been collected, or a specimen has
been received, etc.
Click each individual enlarged button to display
its function. Another click on the same button
will hide its function.
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SoftLab/Mic Block 2 - Order Entry Buttons
SoftLab/Mic Block 2 - Order Entry Buttons
Help Topics - To display overview help
information for the current window, click the
Help Topics button or select Help gt Help Topics.
Whats This? - To display help information for
any field, button, check box, or option button,
click the Help button, press F1, or select Help gt
Whats This.
Run New Report - To display the Available Reports
window, click the Run Report button or press CTRL
R, or select Tools gt Run Report. Select the
report that you want to generate and click OK.
View Existing Report - To view reports that have
been generated and then saved in electronic
format, click the View Existing Report button or
press SHIFT F2, or select Tools gt View Existing
Report.
Lab Results Query - To bridge to the Lab Results
Query option, click the Lab Query button or
select Tools gt Lab Results Query. The system
queries the database and displays lab results
information for the current record.
Click each individual enlarged button to display
its function. Another click on the same button
will hide its function.
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SoftLab/Mic Block 2 - Order Entry Buttons
SoftLab/Mic Block 2 - Order Entry Buttons
Specimen Tracking - To bridge to the Specimen
Tracking option, click the Specimen Tracking
button or select Tools gt Specimen Tracking.
Check Printers - To clear a printer or stop a
print job, click the Check Printers button.
Printer Status - To view the current status of
all printers, click the Printer Status button.
Find/View Test Formulary - Clicking this button
opens up a Test Catalog. This allows the user to
search for the formulary for any test defined in
the SoftLab, SoftMic and SoftBank database.
Run Pathology To bridge to Pathology, click the
Run Pathology button.
Click each individual enlarged button to display
its function. Another click on the same button
will hide its function.
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SoftLab/Mic Block 2 - Order Entry Buttons
SoftLab/Mic Block 2 - Order Entry Buttons
Run Radiology - To bridge to Radiology, click the
Run Radiology button.
Run Patient Maintenance - To bridge to the
Patient Maintenance option to add/edit patient
records, click the Run Patient Maintenance button
or select Tools gt Patient Maintenance.
Run Pharmacy - To bridge to Pharmacy, click the
Run Pharmacy button.
Run Micro Result Entry - To run Microbiologys
Results Entry, click the Run Micro Result Entry
button, press CTRL M, or select Tools gt Micro
Results Entry.
Click each individual enlarged button to display
its function. Another click on the same button
will hide its function.
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SoftLab/Mic Block 2 - Order Entry Buttons
SoftLab/Mic Block 2 - Order Entry Buttons
Hotkeys (when available) are listed to the right
of the function.
Functions for OE buttons can also be initiated
through the menu bar.
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SoftLab/Mic Block 2 - Search Screen and Functions
SoftLab/Mic Block 2 - Search Screen and Functions
To return to a recent order, simply exit out of
the Search screen and select File gt Recent Orders
gt and then select the order to which you want to
return.
Click Recent Patients when you are finished
reading.
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SoftLab/Mic Block 2 - Search Screen and Functions
SoftLab/Mic Block 2 - Search Screen and Functions
To return to a recent order, simply exit out of
the Search screen and select File gt Recent Orders
gt and then select the order to which you want to
return.
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SoftLab/Mic Block 2 - Search Screen and Functions
SoftLab/Mic Block 2 - Search Screen and Functions
Upon opening Order Entry, the Search screen will
appear.
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SoftLab/Mic Block 2 - Creating a New Patient
SoftLab/Mic Block 2 - Creating a New Patient
To create a New Patient From the SoftLab
Desktop, click the OE icon. From the Order
Entry screen, select New gt New Patient Result
The OE Search window will display.
Click this check box when you are finished
reading.
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SoftLab/Mic Block 2 - Creating a New Patient
SoftLab/Mic Block 2 - Creating a New Patient
In order to create a new patient, you
must Check Open in Edit Mode (based on
customizations) Select New gt New Patient
Now select New Patient.
NOTE Edit in Edit Mode when this is checked,
it displays the Order Entry window in edit mode,
once searching is completed.
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SoftLab/Mic Block 2 - Creating a New Patient
SoftLab/Mic Block 2 - Creating a New Patient
Click in the Last name field to simulate
completion of this window.
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SoftLab/Mic Block 2 - Creating a New Patient
SoftLab/Mic Block 2 - Creating a New Patient
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SoftLab/Mic Block 2 - Creating a New Patient
SoftLab/Mic Block 2 - Creating a New Patient
Click CanMesg.
Notice that besides canned messages (F5), you can
add the date (F6), the time (F6) and perform a
spell check (F11).
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SoftLab/Mic Block 2 - Creating a New Patient
SoftLab/Mic Block 2 - Creating a New Patient
Canned message are available. We will not use any
here.
Click CanMesg.
Click Cancel.
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SoftLab/Mic Block 2 - Creating a New Patient
SoftLab/Mic Block 2 - Creating a New Patient
Click here to add a message to this text field.
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SoftLab/Mic Block 2 - Creating a New Patient
SoftLab/Mic Block 2 - Creating a New Patient
Patient Comments Once you enter them, they
become a permanent part of the record. You can
type free text comments or utilize canned
comments.
Click OK.
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SoftLab/Mic Block 2 - Patient Stays
SoftLab/Mic Block 2 - Patient Stays
The green check shows that there is a patient
comment.
The Stay Com in this Stay section works the same
as the Patient Comment in the above Patient
section.
When you are finished reading, click down arrow
of the Priority field.
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SoftLab/Mic Block 2 - Patient Stays
SoftLab/Mic Block 2 - Patient Stays
Select the Insurance tab.
Notice that the requesting physician and the
priority fields must be selected. If Mixed
priority is selected, and additional field will
be added to the order tab allowing you to specify
the priority of each test.
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SoftLab/Mic Block 2 - Patient Stays
SoftLab/Mic Block 2 - Patient Stays
Click Add.
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SoftLab/Mic Block 2 - Patient Stays
SoftLab/Mic Block 2 - Patient Stays
Select choice 2.
From the list that appears, you can select the
patients insurance. The remainder of the
insurance information can now be entered.
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SoftLab/Mic Block 2 - Patient Stays
SoftLab/Mic Block 2 - Patient Stays
From the list that appears, you can select the
patients insurance. The remainder of the
insurance information can now be entered.
Click OK.
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SoftLab/Mic Block 2 - Placing a Lab Order
SoftLab/Mic Block 2 - Placing a Lab Order
We have entered the insurance information for you.
Click Insert.
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SoftLab/Mic Block 2 - Placing a Lab Order
SoftLab/Mic Block 2 - Placing a Lab Order
The Insert button can be used to look up
infrequently used tests. In this module we will
utilize the more frequently used tests. In Type
column I Individual test G Group test
Click Cancel when finished reading.
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SoftLab/Mic Block 2 - Placing a Lab Order
SoftLab/Mic Block 2 - Placing a Lab Order
Click Keypad.
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SoftLab/Mic Block 2 - Placing a Lab Order
SoftLab/Mic Block 2 - Placing a Lab Order
The Order Entry Keypad is essentially a file of
frequently ordered tests. There are three ways
for you to select tests from Keypad

• Place a check in blue box next to test by
  clicking
• Highlight desired test using arrow down button
  and press Enter key
• Type in letter next to desired

We will utilize the first method here. Click G
Basic Metabolic Panel when done reading.
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SoftLab/Mic Block 2 - Placing a Lab Order
SoftLab/Mic Block 2 - Placing a Lab Order
The selected test appears in Ordered
table. Collect and receive in the Specimen tab.
Click the Specimens tab when you are finished
reading.
Notice that the Specimen tab now has a (1),
indicating the presence of one test.
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SoftLab/Mic Block 2 - Placing a Lab Order
SoftLab/Mic Block 2 - Placing a Lab Order
Notice that the Specimen tab now has a (2)
instead of a (1).
If the Modify button does not appear, click here
to get a drop down list. You would right click
to accomplish this in SoftLab.
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SoftLab/Mic Block 2 - Placing a Lab Order
SoftLab/Mic Block 2 - Placing a Lab Order
Select Modify.
Notice that the Specimen tab now has a (2)
instead of a (1).
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SoftLab/Mic Block 2 - Placing a Lab Order
SoftLab/Mic Block 2 - Placing a Lab Order
Click the now available Modify button.
Notice that the Specimen tab now has a (2)
instead of a (1).
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SoftLab/Mic Block 2 - Placing a Lab Order
SoftLab/Mic Block 2 - Placing a Lab Order
If you were to select the Collected and Received
check boxes and click OK, both the Collect and
Receive buttons would be unavailable. You can
adjust collected/received times and or flags as
desired in this window.
Click the x.
Notice that the Specimen tab now has a (2)
instead of a (1).
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SoftLab/Mic Block 2 - Placing a Lab Order
SoftLab/Mic Block 2 - Placing a Lab Order
Notice that the Specimen tab now has a (2)
instead of a (1).
Now select the Comment button.
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SoftLab/Mic Block 2 - Placing a Lab Order
SoftLab/Mic Block 2 - Placing a Lab Order
The History tab allows the recording of any
history and/or any relevant comments pertaining
to the specimen.
The Comment tab allows either free text or select
desired canned message, date, time or spell check.
Click to simulate typing.
Notice that the Specimen tab now has a (2)
instead of a (1).
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SoftLab/Mic Block 2 - Placing a Lab Order
SoftLab/Mic Block 2 - Placing a Lab Order
The History tab allows the recording of any
history and/or any relevant comments pertaining
to the specimen.
Click the Tags tabs.
The Comment tab allows either free text or select
desired canned message, date, time or spell check.
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SoftLab/Mic Block 2 - Placing a Lab Order
SoftLab/Mic Block 2 - Placing a Lab Order
Click here to simulate typing.
Notice that the Specimen tab now has a (2)
instead of a (1).
Click OK
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SoftLab/Mic Block 2 - Placing a Lab Order
SoftLab/Mic Block 2 - Placing a Lab Order
Any modification of specimen comments would be
documented in the Tags tab.
Notice that the Specimen tab now has a (2)
instead of a (1).
Click OK
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SoftLab/Mic Block 2 - Placing a Lab Order
SoftLab/Mic Block 2 - Placing a Lab Order
Click Save.
Notice that the Specimen tab now has a (2)
instead of a (1).
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SoftLab/Mic Block 2 - Placing a Lab Order
SoftLab/Mic Block 2 - Placing a Lab Order
The label printing dialogue box will appear.
The printer to which this print job will be sent
can be seen.
Notice that the Specimen tab now has a (2)
instead of a (1).
Click OK when finished reading.
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SoftLab/Mic Block 2 - Placing a Micro Order
SoftLab/Mic Block 2 - Placing a Micro Order
We will now consider how to place a Micro order.
Select the Micro tab.
NOTE If you are logged onto SoftMic, the Order
Entry Micro tab is automatically selected.
Notice that the Specimen tab now has a (2)
instead of a (1).
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SoftLab/Mic Block 2 - Placing a Micro Order
SoftLab/Mic Block 2 - Placing a Micro Order
Click the check box of Culture Respiratory.
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SoftLab/Mic Block 2 - Placing a Micro Order
SoftLab/Mic Block 2 - Placing a Micro Order
Notice that the Micro tab has appeared.
Click to activate drop down menu in Source field.
Click Yes.
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SoftLab/Mic Block 2 - Placing a Micro Order
SoftLab/Mic Block 2 - Placing a Micro Order
Select 2 Bronchial Washing.
Click Yes.
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SoftLab/Mic Block 2 - Placing a Micro Order
SoftLab/Mic Block 2 - Placing a Micro Order
Click Yes.
Click OK.
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SoftLab/Mic Block 2 - Placing a Micro Order
SoftLab/Mic Block 2 - Placing a Micro Order
Bronchial Washing has now been added to the
Source field. The Site field is now active. The
window that appears on the upper right will give
you options for this field.
Click Left to add this to the Site field.
Click Yes.
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SoftLab/Mic Block 2 - Placing a Micro Order
SoftLab/Mic Block 2 - Placing a Micro Order
Click Upper to add this also to the Site field.
Click Yes.
Left has now been added to the Site field. Your
next choice will add Upper also.
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SoftLab/Mic Block 2 - Placing a Micro Order
SoftLab/Mic Block 2 - Placing a Micro Order
Click the Add button.
Click Yes.
Upper has now been added to the Site field also.
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SoftLab/Mic Block 2 - Placing a Micro Order
SoftLab/Mic Block 2 - Placing a Micro Order
Click the second Add button.
The time has been added to this Collected by
field.
Click Yes.
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SoftLab/Mic Block 2 - Placing a Micro Order
SoftLab/Mic Block 2 - Placing a Micro Order
Click Current antibiotic therapy to activate the
drop down window.
Click Yes.
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SoftLab/Mic Block 2 - Placing a Micro Order
SoftLab/Mic Block 2 - Placing a Micro Order
Select 10 Amoxicillin.
Click Yes.
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SoftLab/Mic Block 2 - Placing a Micro Order
SoftLab/Mic Block 2 - Placing a Micro Order
Click Yes.
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SoftLab/Mic Block 2 - Placing a Micro Order
SoftLab/Mic Block 2 - Placing a Micro Order
Notice that amx is in the first field and the
second field has become active, waiting for
another antibiotic.
Click Yes.
Click Specimen Quality.
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SoftLab/Mic Block 2 - Placing a Micro Order
SoftLab/Mic Block 2 - Placing a Micro Order
This is an optional feature to document specimen
quality or handling issues. If desired, this
field can also be used to pull statistical
reports.
Click the down arrow.
Click Yes.
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SoftLab/Mic Block 2 - Placing a Micro Order
SoftLab/Mic Block 2 - Placing a Micro Order
Select 3 Not Refrigerated.
Click Yes.
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SoftLab/Mic Block 2 - Placing a Micro Order
SoftLab/Mic Block 2 - Placing a Micro Order
Click Yes.
Click OK.
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SoftLab/Mic Block 2 - Placing a Micro Order
SoftLab/Mic Block 2 - Placing a Micro Order
Select the Results tab.
The now present green check mark indicates that a
specimen quality designation has been chosen.
Click Yes.
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SoftLab/Mic Block 2 - Placing a Micro Order
SoftLab/Mic Block 2 - Placing a Micro Order
Click the Save button after reading.
This tab is only used when results are required
at Order Entry (i.e. Volume, Dosage Dates and
Times, etc.) It can be used as quick reference
for existing orders. Standard resulting should be
done using Result Entry button from instrument
interface menu or Resulting Worklist.
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SoftLab/Mic Block 2 - Placing a Micro Order
SoftLab/Mic Block 2 - Placing a Micro Order
Click the OK button.
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SoftLab/Mic Block 2 Summary and Hands On
SoftLab/Mic Block 2 Summary and Hands On
Suggested SoftLab Block 2 Hands-On
Practice Create a new patient using the
following criteria Last Name First letter of
your last name Test (for example, if your last
name is Smith your patients last name would be
STEST) First Name, Middle Initial Your first
name and middle initial SSAN First 4 numbers
are your SSAN 12345 MRN /Billing Per local
directives Once the patient is created order the
following tests CBC BMP (Basic Metabolic
Profile) Urine Culture Coag Panel (PT, PTT) DO
NOT collect and receive all orders (these orders
will be used for future end of block exercises
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SoftLab/Mic Block 2 Summary and Hands On
SoftLab/Mic Block 2 Summary and Hands On

• Objectives
• As a result of this module the student should
  demonstrate the following competencies
• Recognize Order Entry Buttons
• Use Search Screen and Functions
• Create a New Patient
• Work with Patient Stays
• Place a Lab Order
• Place a Micro Order
• Create Order Entry Flags
• Utilize the Results Tab