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PART 4: ENTERING LABORATORY ORDERS

PART 4: ENTERING LABORATORY ORDERS

OpenELIS is organized around laboratory orders which are made up of samples and their associated tests. The laboratory order must also be associated with a patient. The guides in this section include:

  • How to create a laboratory analysis order

  •  How to modify or update a laboratory order

  • How to add or update a patient’s information

How to create a laboratory analysis order for an existing patient

  1. Hover the mouse to the top left and click on the hamburger icon on the top left of the screen to open the menu. 

Access the OpenELIS menu
  1. Hover the mouse and click on the drop-down menu under the Orders module

Accessing Order
  1. Click on Add Order sub-menu item. 

Accessing Add Order

Upon clicking on Add Order, the Test Request form will be displayed. This form has four parts: Patient Infor, Program Selection, Add Sample and Add Order

Test Request Form

The Test Request Form allows for the searching of an existing patient and or create a new patient and filling the lab request form for the patient. The Search for Patient tab is displayed by default. 

  1. To search for an existing patient, type the patient identification number under the Patient Id text field and click on the Search button

Patient Search Using Patient ID  

The search will return a matching patient under the Patient Results table

  1. Click on the radio-button to select the patient. 

Select Searched Patient
  1. The patient bio-data will be populated in the fields under the Search for Patient tab. 

Searched Patient Information
  1. The Additional Information panel displays the address hierarchy for  the patient click on the drop-down menu to expand the panel.

Expand Panel to View Additional information
  1. Patient additional information can be added by clicking on a field and typing or selecting  the respective information from the drop-down menu.

 

  1.  Click Next button to fill in Program selection for the order.

Click to Navigate to Next Section 

Clicking on the Next button will navigate you to Program Selection. The drop-down menu under program allows you to select a program. The Back button will navigate you back to Patient Information.

Program selection
  1. To select a program, click on the program drop-down menu and click on a program under the menu list. In this illustration, Histopathology is the program that has been selected.

Select a Program

Note: The fields to be filled for a program are determined by the selection of a program. The illustration below shows the fields to be filled when Histopathology program is selected.

  1. Fill in the fields for the program and click on the Next button.

Click Next Button

The Add Sample page allows for the addition of samples by selecting a sample type. A sample can also be rejected under this page. 

  1.  To Add a sample, click on the select sample type drop-down menu item and select the sample In this instance, histopathology was selected as a program we have selected Tissue Antemortem as the sample.

  2. Fill in the collection date (The system time is picked by default) and Collector.

Select Sample  

Note: The Reject Sample check box upon checking will prompt  the selected sample to be rejected. The Remove Sample label will remove the current sample.

 

 

  1. Use the Choose Available test  search text box to search through the available tests. In this illustration, “patho” is typed and  Histopathology Examination is the displayed results that shall be selected

Searching For Available Tests

Note: The ordered test will be selected for the pathology examination. The corresponding check-box in the list will also be checked in the list of available tests.

Order Tests
Order Test Checkbox  for Histopathology

Note: A test can be referred  to a reference lab.

  1. To refer a test to a reference lab, click on the Refer test to a reference lab checkbox

Refer test to a reference lab 

Note: You can add and remove samples for the patient.

  1. To add a sample, click on the Add Sample button.

Add Sample
  1. Select the sample.

  2.  Fill in the collector field. 

  3. Search through the available panel for the sample and search through the available test for the sample. 

  1. To remove the added sample, click on  Remove Sample

Remove Sample
  1. Click on the Next button to Add the Order.

Click Next Button

The Order section has numerous fields for capturing the order. These include: Lab Number, Priority, Site Name, Ward/Unit, Names of the requester  and email address, patient payment status and Sampling performed for analysis.

  1. Scan the barcode for your sample or manually enter the lab number by clicking on Lab Number.

Scan or Generate Lab Number
  1. Select the Priority for the order under the Priority drop-down menu

Select Priority
  1. Fill in the site name and select the ward/department/unit from the drop-down menu.

  2. Fill in the requester’s names and phone number.

  3. Select the payment status for the patient from the drop-down menu

  4. Select the sampling performed for analysis from the drop-down menu.

Note: You may optionally check the Remember site and requester checkbox

Fill Add Order Form
  1. You can optionally fill in the results reporting for both the patient and the requester by choosing Email or short message services (SMS) or both. Otherwise, click the Submit button.

Submit Test Request
  1. Click on the Print Barcode button to print the barcode for attaching on the sample.

Print Barcode

The barcode will be printed on your screen. Click on the download button on the top right to download it on your workstation. Click on the printer icon to print the barcode on your connected printer.

Download or Print Barcode

How to create a laboratory analysis order for a new patient

  1. Follow steps 1 to 3 under the how to create a laboratory analysis order for an existing patient section

  2. Click on the New patient tab and fill in the patient information section.

New Patient Information 
  1. Fill in the emergency contact information

New Patient emergency contact information
  1. Fill in the fields under the additional information panel and click on the Next button.

Click next
  1. Follow steps 4 to 29 under how to create a laboratory analysis order for an existing patient section. 

How to modify or update a laboratory order

Use this function when you want to:

  1. Change specimen for a test under the Program Selection tab

  2. Modify sample collection date and time under the Add Order tab

  3. Remove samples for current test Add Order tab

  4. Check  results as collected and cancel a test for the sample under Add Order tab

  5. Add a sample

 

  1. To modify a laboratory order, hover the mouse to the top right of your screen and click on the hamburger menu item to open the OpenELIS Global menu.  

Accessing OpenELIS 3 Menu
  1. Click on click on Order to expand. 

Accessing Order
  1. Click on on Edit Order

Edit Order
  1. The Modify Order form allows you to search for the order using the laboratory accession number and clicking on the Submit button

Search By Accession Number

Alternatively, use the patient information  to search for the lab order that is to be modified. The patient identification number can be used to search for the order to be modified. The patient names can also be used in the event the patient does not have an identification number.

  1. To search for the laboratory order using the patient information, type in the patient Identification number under the Alternatively, use the  to search for the lab order that is to be modified.

Search Patient by ID
  1. Click on the radio button to select the patient under the Patient Results

Click on Searched Patient 

You can edit the information under the Program Selection tab: 

  1. Specimen and Specimen Type

  2. Clinical diagnosis and Previous Surgery and or Treatment

  3. Unit Number and Private Reference Number

  1.  Click the Next button  

Modify Program

You can edit the information under the Add Sample tab: 

  1. Sample collection date and time.

  2. Remove the sample from the test request.

  3. Check the check-box for recording results.

Edit Test Request for Current Test
  1. Assign available tests by checking the assign checkbox.

Assign available tests
  1. Add samples and the collector of the sample as well as search for the panels and tests  available for the samples

Add Sample 
  1. Click the Next button.

Click Next 

You can edit the following fields under the Order tab:

  1. Laboratory number and priority.

  2. Request Date, Received Date,Reception Time and Date of next visit.

  3. Site name and ward/department/unit.

  4. Requester information.

  5. Patient payment status.

  1. Click on the Submit button to effect the changes.

Modify Order

How to create a reflex test order.

  1. Hover the mouse to the top left and click on the hamburger icon on the top left of the screen to open the menu. 

Access the OpenELIS menu
  1. Click on Add Orders under Order. 

Click add orders
  1. Search for the patient (in this illustration, the patient name is used) and click on the  result. 

Search patient
  1. Click on the Next button.

Click next
  1. Click on the Next button.

Click next
  1. Select the Sample and the Test.

Select sample, test and click Next
  1. Click Generate

Click generate
  1. Select the Site Name by searching. In this illustration, Victoria Hospital is selected upon searching

Site name
  1. Search for the requester. In this illustration, Waswa Frank is searched.

Search for a requester
  1. Click on the submit button

Submit
  1. Click on the Print Barcode

Print barcode

 

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