TotalQC – The Mysteries Hidden Within

1. TotalQC – The Mysteries Hidden Within Presenter: Donna Passante

2. Who am I - Donna Passante Work for Mayo Clinic as a Senior Application Analyst (Aka System Manager) When not doing TQC, I am... • Mother and Grandma • Daughter and a Son • One grandson  • Involved in Off Road racing – part of pit crew and as a racer • Like to camp and take photos • I also like to do crafts in my spare time • Make Vinyl transfers, crochet, and pottery

3. Agenda • Shortcut to other Modules • Customize your Preferences – solve the mystery • Frequency – the mystery of multiple days and times • Result and Order Status codes – what do they mean • Notes vs Comments • Bridging • Graphing • Finding Related Patient Orders • Batch Edit • Linking Performing workstations • Review of Cancelled Orders • Instrument Test expiration • Expected Results • Reports and Custom grid • Finding QC Parameters • “Fake” Canned Comments

4. Tools • Shortcut to other modules in Tools

5. Customize • Tools>User Preferences • Solving the mysteries behind the tabs…..

6. User Preferences>General tab • General tab is used to Save your Look and Feel settings from View changes

7. User Preferences>Setup tab The Setup tab has two sub-tabs Miscellaneous & Sorting Miscellaneous tab: What happens after you save • Default is Close record after saving • Consider Switch record to Read mode after saving

8. User Preferences>Setup tab Sorting tab: Can customize to how you want to pull up items when in Setup • Example: If I change my preference to Location, then ID, then Ascending, it will pull up your data by Location starting at A at the top.

9. User Preferences>Inventory Inventory tab: How your Search behaves in Lot Records 1. Determines where your curser will default when Lot Records is open 3. Can default the Status to show only what you want 2. Can change flags to default in the Flags field in Lot Records

10. User Preferences>Inventory • Default curser in Lot Records by either Lot record number or Lot Number

11. User Preferences>Inventory • Flags: The flags chosen will display when searching

12. User Preferences>Inventory Inventory Tab corresponding fields

13. User Preferences>Inventory Sorting tab has two tabs – Search and QC Orders • Search is how the Lot Record will display in Search Results box • QC Order is how the orders display in the Orders tab in the Lot Record. For More than 200 records consider changing to Descending and the most recent will show at the top.

14. User Preferences>Inventory • Saves lots and lots of clicking on More Records and scrolling…… to get to the most recent record.

15. User Preferences>Result Entry • Result entry – Miscellaneous tab • It is assumed that if an Order is opened in Result entry you will want it in Edit mode. • Help text can be turned off by unchecking the “Show Text on the buttons” box.

16. User Preferences>Result Entry • If you want the most recent on top then choose Sort by: Scheduled and Descending. • It will only change the display for Result Entry and not Resulting worklist.

17. User Preferences>Order Entry tab • Miscellaneous sub-tab will determine in the Search lot records by…where the curser will default when creating a new order.

18. User Preferences>Order Entry Depending on your process – make it work better for your staff!

19. User Preferences>Equipment tab • Miscellaneous tab is blank • Sorting>Search Results List will display returned search by how you set Sort by:

20. User Preferences>Equipment tab • Sorting>QC Orders • Very helpful when in Equipment Maintenance Record Orders tab. 

21. Frequency • Multiple time settings in one Frequency • Can set for different days of week

22. Result and Order Status Codes Alpha bet soup - Codes and what they mean when investigating how an order was created? • Order Status • Order Category • Result Status

23. Order Status • Order status codes show up in Order Entry, Resulting Worklists and if you click on the Order status button in Resulting

24. Example: Resulting Worklist

25. Example: Order Status Button

26. Order Status vs Order Category

27. Order Category Codes • Tells you how the order was generated

28. Result Status Codes • These codes are the same as the Order Status codes just less of them are used for Result Status

29. Example: Result Status Codes

30. Result and Order Status • Good News!!! • Tool tips will be added to future code line • Ability to hover and see description

31. The mystery…is it a Note or Comment? • Notes Sections are for “Notes” to the users • For example directing the user to enter a required comment or document • Users cannot enter Notes

32. Notes vs Comments • Comments section is for user to enter information into the Action

33. Bridging, Bridging, Bridging! • Using Right click you can Bridge to different areas of TQC with a right and left click

34. Bridging • Bridging also works from TQC and Lab to bridge to the Lot Record

35. Bridging Bridge to Equipment Record from Order – Who knew! (a hidden mystery) • Bridge to equipment maintenance record by right clicking in the Lot number empty box to Bridge to Maintenance Record

36. Bridging • Bridges you to the Equipment Maintenance Record

37. Graphing • In Review Worklist>use + to expand to see results>if you double click on a numeric value it will open the corresponding graph

38. Graphing • Can Click on QC Result Graph on the instrument menu to see the graph of the values Note: Client must have >4.5 Lab Version for this process to function

39. Bridges to TQC Graph from Lab • Will show last 30 points posted points

40. Finding a Related Patient Order from TQC Finding a specific Patient Order which was performed against a specific TQC Order Great for Inspections! Or Recalls! Can do from Lot Record or Individual order • Open an order in TQC Result Entry (not from the TQC Resulting Worklist) • Click on Tools>Reports>Related Patient Orders>Lab or Mic (QC flags must be set on the test) • A new window will open and prompt for a log in. You do not need to do anything…it will auto-login and display the order in Lab or Mic.

41. Finding a Related Patient Order from TQC From TQC order

42. Finding a Related Patient Order from TQC • Report will generate with the Lab/Mic Patient order

43. Finding a Related Patient Order from TQC From TQC Lot Record

44. Finding a Related Patient Order from TQC • A different box will display • Choose either a Time Frame or the Entire Lot • There is a limit as to how many SoftLab Order numbers are able to display. • Click on OK

45. Finding a Related Worksheet/Plates For Gene modules use Tools>Reports>Related Worksheets/Plates • Same process Tools>Reports>Related Worksheets/Plates

46. Finding a Related Worksheet/Plates • Will Return the worksheets/plates which are related to the TQC order

47. Edit Batch vs Save Edit Batch Save If changes are made and the Edit Batch button is activated then the Edit Batch mode can be used to change more than one record at a time

48. Batch Edit • Note: Batch Edit cannot be used for all items in a record • Some items still have to be edited individually

49. Edit Batch • Edit Batch button> Yes to save current record • New Search Screen will appear • Select the items you want>click OK> and Finish

50. Edit Batch The Edit Batch screen will display what will be updated/edited. All checked items will be updated when you click on Save • Click Save at the bottom to complete the action It will show you what is changing before you Save