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cobas infinity central lab

Roche cobas infinity central lab User manual

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  • What can I do with Roche cobas infinity central lab?
    What instruments and systems can be connected to a Roche cobas infinity lab?
    How do I create an order for a test?
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    How do I add a comment to a test, order, or patient?
1.0
cobas
®
infinity IT solutions
Workflow Guide version 1.0
Software version 1.1.0
Roche Diagnostics
cobas infinity IT solutions · Software version 1.1.0 · Workflow Guide · 1.0
2
Publication information
Edition notice
This publication is intended for users of the cobas
®
infinity IT solutions application.
Every effort has been made to ensure that all the
information is correct at the time of publishing. However,
Roche Diagnostics reserves the right to change this
publication as necessary and without notice as part of
ongoing product development.
Where to find information The User Manual and the Online Help focus on routine
operation and configuration. The chapters are organized
according to the normal operation workflow.
The Workflow Guide is a summary of the main
procedures used in the application.
General attention
To avoid incorrect results, ensure that you are familiar
with the instructions and safety information.
r Pay particular attention to all safety notices.
r Always follow the instructions in this publication.
r Do not use the software in a way that is not described
in this publication.
r Store all publications in a safe and easily retrievable
place.
Training Do not carry out operation tasks or administration actions
unless you have received training from Roche
Diagnostics. Leave tasks that are not described in the
user documentation to trained Roche Service
representatives.
Screenshots The screenshots in this publication have been added
exclusively for illustration purposes. Configurable and
variable data, such as tests, results, or path names visible
therein must not be used for laboratory purposes.
Warranty Any customer modification to the system renders the
warranty or service agreement null and void.
Publication
version
Software version Revision date Change description
1.0 1.1.1 November 2014 First version
y Revision history
Roche Diagnostics
cobas infinity IT solutions · Software version 1.1.0 · Workflow Guide · 1.0
3
For conditions of warranty, contact your local sales
representative or refer to your warranty contract partner.
Always leave software updates to a Roche Service
representative or perform such updates with their
assistance.
Copyright © 2014, Roche Diagnostics International Ltd. All rights
reserved.
Trademarks The following trademarks are acknowledged:
COBAS, COBAS P, and LIFE NEEDS ANSWERS are
trademarks of Roche.
All other trademarks are the property of their respective
owners.
Feedback Every effort has been made to ensure that this publication
fulfills the intended purpose as mentioned above. All
feedback on any aspect of this publication is welcome
and is considered during updates. Contact your Roche
representative, should you have any such feedback.
License information
The cobas
®
infinity IT solutions software is protected by
contract law, copyright law, and international treaties.
cobas
®
infinity IT solutions contains a user license
between Roche Diagnostics GmbH and a license holder,
and only authorized users may access the software and
use it. Unauthorized use and distribution may result in
civil and criminal penalties.
Commercial open source software
cobas
®
infinity IT solutions may include components or
modules of commercial or open-source software. For
further information on the intellectual property and other
warnings, as well as licenses pertaining to the software
programs included in cobas
®
infinity IT solutions, refer to
the electronic distribution included with this product.
This product and cobas
®
infinity IT solutions as a whole
can constitute a device regulated in accordance with
applicable law. For more detailed information, refer to the
user manual and labeling.
Remember that the respective authorization is no longer
valid according to the corresponding legislation should
any unauthorized changes be made to cobas
®
infinity IT
solutions.
Roche Diagnostics
cobas infinity IT solutions · Software version 1.1.0 · Workflow Guide · 1.0
4
Contact addresses
Roche Diagnostics GmbH
Sandhofer Strasse 116
68305 Mannheim
Germany
Made in Switzerland
Roche Diagnostics
cobas infinity IT solutions · Software version 1.1.0 · Workflow Guide · 1.0
5
T
able of contents
Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Intended use . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Symbols and abbreviations . . . . . . . . . . . . . . . . . . . 7
Standard laboratory process. . . . . . . . . . . . . . . . . . . . . 8
Routine workflows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Order management . . . . . . . . . . . . . . . . . . . . . . . . . 9
Creating an order . . . . . . . . . . . . . . . . . . . . . . . . 9
Assigning a test to an order . . . . . . . . . . . . . . . 10
Processing an order . . . . . . . . . . . . . . . . . . . . . . 12
Patient management . . . . . . . . . . . . . . . . . . . . . . . . 12
Creating a patient . . . . . . . . . . . . . . . . . . . . . . . . 12
Merging patients. . . . . . . . . . . . . . . . . . . . . . . . . 13
Adding comments to tests, orders, or patients . . . 15
Query management . . . . . . . . . . . . . . . . . . . . . . . . . 17
Searching for an order. . . . . . . . . . . . . . . . . . . . 17
Searching for a patient. . . . . . . . . . . . . . . . . . . . 18
Using work areas . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Creating a work area . . . . . . . . . . . . . . . . . . . . . 18
Viewing a work area. . . . . . . . . . . . . . . . . . . . . . 20
Entering and validating results . . . . . . . . . . . . . 21
Printing reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Microbiology workflows. . . . . . . . . . . . . . . . . . . . . . . . . 26
Creating an order . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Using work areas . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Creating a work area . . . . . . . . . . . . . . . . . . . . . 27
Entering and validating results from a work
area. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Adding comments to tests, orders, or patients . . . 29
Printing reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Roche Diagnostics
cobas infinity IT solutions · Software version 1.1.0 · Workflow Guide · 1.0
6 Preface
Intended use
Preface
Intended use
cobas
®
infinity IT solutions is a laboratory information
system that covers work flow and data management with
connected preanalytical, analytical, and postanalytical
instruments, including processes from order entry to
report printing. This management involves order entry
and report printing processes, among others.
cobas
®
infinity IT solutions can be connected to one or
several:
1. Roche preanalytical instruments.
2. Roche postanalytical instruments.
3. Roche and non-Roche analytical instruments
(biochemistry, immunology, urine analysis,
coagulation, hematology, and molecular diagnostics).
4. Laboratory Information Systems (LIS).
5. Hospital Information Systems (HIS).
6. Electronic Health Record Systems (EHRS).
7. Work area solutions for hematology, clinical chemistry,
and urinalysis. Roche and non-Roche analytical
instruments.
8. Point-of-care devices and software.
9. Export of quality control results to commercial
benchmarking tools: QC results are sent to an external
QC validation system for validation. The results of the
validation can be integrated into the solution.
10. Clinical Decision Support Systems (CDSS) and Risk
Calculation Software (e.g. Astraia, Viewpoint,
SsdwLab).
11. Billing systems.
12. Intensive care systems.
13. Non-HIS order entry systems.
14. Picture Archiving Systems (PACS).
15. Document Management Systems (DMS).
Connectivity between the solution and the
aforementioned instruments or systems enables the
exchange of data uni- or bidirectionally via interface.
Uni- and bidirectionally transmitted data contain patient
information, order data, and result data.
Roche Diagnostics
cobas infinity IT solutions · Software version 1.1.0 · Workflow Guide · 1.0
Preface 7
Symbols and abbreviations
Patient information includes patient demographics and
identifying information. Order information contains test
requests.
It is essential that the user reads this manual carefully
before using the system, since it contains relevant
information for the correct use and configuration of the
software, as well as security warnings that should be
taken into account to guarantee patient safety.
Symbols and abbreviations
Symbols used in the publication
Symbol Explanation
o List item
q Tip. Extra information on correct use or useful
hints.
r Start of a task
j Prerequisites of a task
w Figure. Used in figure titles and cross-
references to figures.
y Table. Used in table titles and cross-references
to tables.
y Symbols used in the publication
Roche Diagnostics
cobas infinity IT solutions · Software version 1.1.0 · Workflow Guide · 1.0
8 Standard laboratory process
Symbols and abbreviations
Standard laboratory process
w Standard laboratory process diagram
FREDV,QÀQLW\
Standard laboratory process
Order
Collection
Lab Flow
Results
Automatic validation Manual validation
Print
Roche Diagnostics
cobas infinity IT solutions · Software version 1.1.0 · Workflow Guide · 1.0
Routine workflows 9
Order management
Routine workflows
The workflows contained in this section are common to
all routine modules unless otherwise indicated.
u
• Order management (9)
• Patient management (12)
• Adding comments to tests, orders, or patients (15)
• Query management (17)
• Using work areas (18)
• Printing reports (21)
Order management
u
• Creating an order (9)
• Assigning a test to an order (10)
• Processing an order (12)
Creating an order
You can enter orders for tests to be sent to the routine
laboratory using the order entry functionality.
r To create an order
1
Choose Main > Order entry > Order entry.
2
Enter the Order ID or one is assigned by default.
3
Enter the Patient ID if you know it and press Enter,
otherwise search for it by choosing the button and
choose the Apply button.
• If it is a new patient, assign a Patient ID and
choose the button.
• In the fields marked with an asterisk (*), enter the
corresponding data and choose the Accept
button.
1
2
3
Roche Diagnostics
cobas infinity IT solutions · Software version 1.1.0 · Workflow Guide · 1.0
10 Routine workflows
Order management
4
Enter the date.
5
Fill in the Demographics fields marked with an
asterisk (*).
6
From the drop-down list in either Supergroup,
Sample type, or Tube/container type, choose the
tests to be performed.
7
In the table on the bottom left, double-click the tests
you want to assign to the order and choose the Save
button.
Assigning a test to an order
Sometimes it is necessary to assign new tests to an
existing order.
j m If you want to assign the test from the Validation
screen, the Sel. tests button must be configured
previously.
r To assign a test to an order from the
Validation screen
1
Choose Main > Validation > Result entry.
2
Enter the ID of the order you want to assign the test to
and press Enter.
3
Choose the Sel. tests button.
4
From the Supergroup drop-down list, choose the
desired group set.
4
5
6
7
1
2
4
Roche Diagnostics
cobas infinity IT solutions · Software version 1.1.0 · Workflow Guide · 1.0
Routine workflows 11
Order management
5
From the Available groups list, double-click the
groups that you want to assign to the order.
6
From the Available tests list, choose the desired
tests and choose the button to assign them to the
order.
7
Choose the Accept button.
r To assign a test from the Order entry
screen
1
Choose Main > Order entry > Order entry.
2
Enter the Order ID of the order you want to modify
and press Enter.
3
Fill in the Demographics fields marked with an
asterisk (*).
4
From the drop-down list in either Supergroup,
Sample type, or Tube/container type, choose the
tests to be performed.
5
In the table on the bottom left, double-click the tests
you want to assign to the order.
6
Choose the Save button.
5
6
1
2
3
4
5
Roche Diagnostics
cobas infinity IT solutions · Software version 1.1.0 · Workflow Guide · 1.0
12 Routine workflows
Patient management
Processing an order
Once the tests have been performed, you can enter the
results in the application.
j m The Save & Res. entry button or drop-down list
option must be configured previously.
r To enter results manually
1
Once an order has been entered, from the drop-down
list choose Save & Res. entry, or choose the Save &
Res. entry button to process it.
2
Check each test and in the Result column, enter the
result.
3
Choose the Save button.
Patient management
q This section does not apply to the Lab Flow module.
u
• Creating a patient (12)
• Merging patients (13)
Creating a patient
You can create new patient records in the database.
r To create a patient
1
Choose Main > Patient management > Patient
entry/edition.
2
1
Roche Diagnostics
cobas infinity IT solutions · Software version 1.1.0 · Workflow Guide · 1.0
Routine workflows 13
Patient management
2
Fill in the fields marked with an asterisk (*).
• You may enter a Patient ID or one is assigned
automatically.
• The other fields are optional.
3
Choose the Accept button.
Merging patients
If there is more than one record for the same patient, you
can merge them to form one new record.
j m The patient records that you want to merge must exist
in the database.
m The selected patient and the corresponding record are
merged with the other patient and their corresponding
record to form one patient and one corresponding
record and no longer exist independently.
r To merge patients using the Patient
ID
1
Choose Main > Patient management > Patient
merging.
2
Enter the ID of the patient you want to keep in the
database and press Enter.
3
Choose the Filter button.
4
Enter the patient data in the corresponding fields.
2
1
2
4
Roche Diagnostics
cobas infinity IT solutions · Software version 1.1.0 · Workflow Guide · 1.0
14 Routine workflows
Patient management
5
From the drop-down lists below the fields marked with
an asterisk(*), choose:
• The Similar option, if there is a difference between
the data of the patient you want to keep and the
one you are searching for.
• The All option, if you do not have all of the
information.
6
Choose the Apply button.
7
Check the Patient ID that you want to merge with the
current patient.
8
Choose the Merge button.
9
Choose the Yes button.
r To merge patients using any
demographic
1
Choose Main > Queries > Patient search.
2
Enter the patient demographics you have available
and choose the Apply button.
3
Select the patient that you want to keep and choose
the Merge button.
4
From the drop-down lists marked with an asterisk(*),
choose:
• The Similar option, if there is a difference between
the patient you want to keep and the one you are
searching for.
• The All option, if you do not have all of the
information.
5
7
1
2
4
Roche Diagnostics
cobas infinity IT solutions · Software version 1.1.0 · Workflow Guide · 1.0
Routine workflows 15
Adding comments to tests, orders, or patients
5
Choose the Apply button.
6
Check the Patient ID you want to merge with the
current patient.
7
Choose the Merge button.
8
Choose the Yes button.
Adding comments to tests, orders, or patients
You can add information to a patient’s record using the
comment functionality.
j m The Comment button/drop-down list must be
configured previously.
r To add comments from the Order
entry screen
1
Choose Main > Order entry > Order entry.
2
Enter the ID of the order you want to find and press
Enter.
3
From the drop-down list, choose Comment or choose
the Comment button.
4
Select whether you want to add the comment to a
Test, Order, or Patient.
6
1
2
4
Roche Diagnostics
cobas infinity IT solutions · Software version 1.1.0 · Workflow Guide · 1.0
16 Routine workflows
Adding comments to tests, orders, or patients
5
Do at least one of the following:
• In the Available comments table, double-click
the preconfigured comments you want to add.
• In the Selected comments box on the right, type
your own comments.
• In the Attach file field, choose the button to
search for a file to be added. Select the file and
choose the Accept button.
6
Choose the Accept button. In the top part of the
screen, the comment is now visible.
r To add comments from the Validation
screen
1
Choose Main > Validation > Result entry.
2
Enter the ID of the order you want to add comments to
and press Enter.
3
From the drop-down list, choose Comment or choose
the Comment button.
4
Select whether you want to add the comment to a
Test, Order, or Patient.
5
Do at least one of the following:
• On the left in the Available comments table,
double-click the preconfigured comments you
want to add.
• On the right in the Selected comments box,
enter your own comments.
• On the top right in the Attach file field, choose
the button to search for a file to be added.
Select the file and choose the Accept button.
6
Choose the Accept button. In the top part of the
screen, the comment is now visible.
5
6
1
2
4
5
6
Roche Diagnostics
cobas infinity IT solutions · Software version 1.1.0 · Workflow Guide · 1.0
Routine workflows 17
Query management
Query management
Sometimes it is necessary to search for a certain patient
or check an order.
u
• Searching for an order (17)
• Searching for a patient (18)
Searching for an order
If you want to check a patient’s results, you can do this
using the order search functionality.
r To search for an order
1
Choose Main > Queries > Order search.
2
Enter either the Order ID, Patient ID, or Tube
identifiers and choose the Apply button.
3
To view the desired order, choose it and choose the
Results button.
1
2
3
Roche Diagnostics
cobas infinity IT solutions · Software version 1.1.0 · Workflow Guide · 1.0
18 Routine workflows
Using work areas
Searching for a patient
If you want to check a patient’s test results, you can do
this using the patient search functionality.
r To search for a patient
1
Choose Main > Queries > Patient search.
2
Enter either the Patient ID, Last name, Age, Date of
birth, or Gender and choose the Apply button.
3
Choose the desired patient. The bottom part of the
screen now displays the orders belonging to that
patient.
Using work areas
u
• Creating a work area (18)
• Viewing a work area (20)
• Entering and validating results (21)
Creating a work area
Work areas can be used to handle certain test groups at
the same time.
j m When configuring a work area, the choices you make
determine which tests you are able to view later in this
work area.
1
3
Roche Diagnostics
cobas infinity IT solutions · Software version 1.1.0 · Workflow Guide · 1.0
Routine workflows 19
Using work areas
r To create a work area
1
Choose Administration > Work areas > Entries.
2
Choose the Add button.
3
In the lower half of the screen, the General tab opens.
In the Name field, enter the name of the work area
you want to create.
4
Select either Supergroup or Group depending on
what you want to handle in this work area.
• Only if you selected Group, choose the button.
From the drop-down list, choose the Group type.
Choose the desired test groups and choose the
Accept button.
5
Select either Orders or Tubes depending on what
you want to handle in this work area.
• Only if you selected Tubes, choose the button
next to the Selected box. Double-click the desired
tubes. Choose the Accept button
6
In the Show in the modules field, choose
the button. Double-click the modules in which you
want the work area to appear and choose the Accept
button.
7
From the Type drop-down list, choose which type of
work area it is.
8
Choose the Monitoring screen tab.
9
From the drop-down list, choose the desired
Monitoring screen.
1
3
4
5
6
7
9
Roche Diagnostics
cobas infinity IT solutions · Software version 1.1.0 · Workflow Guide · 1.0
20 Routine workflows
Using work areas
10
Choose the button and double-click the modules
you want to view tests from. Choose the Accept
button.
11
In the other fields and the remaining tabs, enter your
own preferences or use the default settings.
i On the Validation tab, the options available
depend on what you selected as the work area
type in the General tab.
12
Choose the Accept button.
Viewing a work area
Sometimes you may want to view a work area to see
which orders are handled there or to check the status of a
test.
r To view a work area
1
Choose Main > Work areas > My work area.
2
Double-click the order you want to view.
3
Enter your User name and Password and choose
the Accept button. You can now work with the order,
assign tests, results, add comments, check the status
etc.
10
11
1
2
3
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