harvest super user tasks - orchard software€¦ · authentication questions. authentication...
TRANSCRIPT
![Page 1: Harvest Super User Tasks - Orchard Software€¦ · Authentication Questions. Authentication Questions . Setup ... patient for a sample that hasn’t had QC ordered within a certain](https://reader035.vdocuments.mx/reader035/viewer/2022062414/5f475dadd8ed3c49df3ae516/html5/thumbnails/1.jpg)
Harvest Super User Tasks Nicole Carter & Clair Smith
Orchard Software Corporation June 21, 2018
![Page 2: Harvest Super User Tasks - Orchard Software€¦ · Authentication Questions. Authentication Questions . Setup ... patient for a sample that hasn’t had QC ordered within a certain](https://reader035.vdocuments.mx/reader035/viewer/2022062414/5f475dadd8ed3c49df3ae516/html5/thumbnails/2.jpg)
1. Identify and describe password reset and general emergency security settings.
2. Configure database tables: Quick Comments, Text Shortcuts, Lab Tests, Order Choices.
3. Discuss enhanced QC file enhancements: Rules and setting up a new lot.
4. Recognize how rules help manage laboratory processes.
Learning Objectives
![Page 3: Harvest Super User Tasks - Orchard Software€¦ · Authentication Questions. Authentication Questions . Setup ... patient for a sample that hasn’t had QC ordered within a certain](https://reader035.vdocuments.mx/reader035/viewer/2022062414/5f475dadd8ed3c49df3ae516/html5/thumbnails/3.jpg)
Emergency sign in allows specified users to temporarily be granted elevated security access. It allows an administrator to assign their own security group, or another, to a user while the administrator is unavailable.
Emergency Sign-in Privileges
![Page 4: Harvest Super User Tasks - Orchard Software€¦ · Authentication Questions. Authentication Questions . Setup ... patient for a sample that hasn’t had QC ordered within a certain](https://reader035.vdocuments.mx/reader035/viewer/2022062414/5f475dadd8ed3c49df3ae516/html5/thumbnails/4.jpg)
Setup
– File > Security > User Settings > Edit User Security > Emergency Security Groups
Emergency Sign-in Privileges
![Page 5: Harvest Super User Tasks - Orchard Software€¦ · Authentication Questions. Authentication Questions . Setup ... patient for a sample that hasn’t had QC ordered within a certain](https://reader035.vdocuments.mx/reader035/viewer/2022062414/5f475dadd8ed3c49df3ae516/html5/thumbnails/5.jpg)
Reset passwords without System Admin assistance On the Signed In window, click Change Password > Authentication Questions.
Authentication Questions
![Page 6: Harvest Super User Tasks - Orchard Software€¦ · Authentication Questions. Authentication Questions . Setup ... patient for a sample that hasn’t had QC ordered within a certain](https://reader035.vdocuments.mx/reader035/viewer/2022062414/5f475dadd8ed3c49df3ae516/html5/thumbnails/6.jpg)
Setup
• Change your password using authentication questions • Set up questions in your security record
Authentication Questions
![Page 7: Harvest Super User Tasks - Orchard Software€¦ · Authentication Questions. Authentication Questions . Setup ... patient for a sample that hasn’t had QC ordered within a certain](https://reader035.vdocuments.mx/reader035/viewer/2022062414/5f475dadd8ed3c49df3ae516/html5/thumbnails/7.jpg)
Text Shortcuts, also known as macros, allow you to define a keystroke combination that, when entered, automatically expands into an extended amount of text.
– File > Table Setup > Text Shortcuts > ellipsis button > User-defined Field
Creating Text Shortcuts
![Page 8: Harvest Super User Tasks - Orchard Software€¦ · Authentication Questions. Authentication Questions . Setup ... patient for a sample that hasn’t had QC ordered within a certain](https://reader035.vdocuments.mx/reader035/viewer/2022062414/5f475dadd8ed3c49df3ae516/html5/thumbnails/8.jpg)
The Quick Comments table allows you to configure prewritten comments used in a variety of Harvest windows.
– File > Table Setup > Quick Comments
Creating Quick Comments
![Page 9: Harvest Super User Tasks - Orchard Software€¦ · Authentication Questions. Authentication Questions . Setup ... patient for a sample that hasn’t had QC ordered within a certain](https://reader035.vdocuments.mx/reader035/viewer/2022062414/5f475dadd8ed3c49df3ae516/html5/thumbnails/9.jpg)
Using rules in QC files • Ordering Rules: Configure Harvest to order QC
automatically on demand. If a tech places an order on a patient for a sample that hasn’t had QC ordered within a certain timeframe, Harvest orders QC automatically.
• Approval Rules: Control the approval of patient order choices based on the status of the related QC file.
QC Enhancements - Rules
![Page 10: Harvest Super User Tasks - Orchard Software€¦ · Authentication Questions. Authentication Questions . Setup ... patient for a sample that hasn’t had QC ordered within a certain](https://reader035.vdocuments.mx/reader035/viewer/2022062414/5f475dadd8ed3c49df3ae516/html5/thumbnails/10.jpg)
Ordering rule setup – Review Quality Control > open control file > Rules
QC Enhancements - Rules
![Page 11: Harvest Super User Tasks - Orchard Software€¦ · Authentication Questions. Authentication Questions . Setup ... patient for a sample that hasn’t had QC ordered within a certain](https://reader035.vdocuments.mx/reader035/viewer/2022062414/5f475dadd8ed3c49df3ae516/html5/thumbnails/11.jpg)
Approval rule setup – Review Quality Control > open control file > Rules
QC Enhancements - Rules
![Page 12: Harvest Super User Tasks - Orchard Software€¦ · Authentication Questions. Authentication Questions . Setup ... patient for a sample that hasn’t had QC ordered within a certain](https://reader035.vdocuments.mx/reader035/viewer/2022062414/5f475dadd8ed3c49df3ae516/html5/thumbnails/12.jpg)
To establish in-house statistical data, copy an existing QC file and rename it, then collect 20 (or more, depending on the lab) data points. After the data points are collected, use Harvest to calculate the statistical data.
QC Enhancements - Lot Switch
![Page 13: Harvest Super User Tasks - Orchard Software€¦ · Authentication Questions. Authentication Questions . Setup ... patient for a sample that hasn’t had QC ordered within a certain](https://reader035.vdocuments.mx/reader035/viewer/2022062414/5f475dadd8ed3c49df3ae516/html5/thumbnails/13.jpg)
The Lab Tests table defines the parameters for each test for which patient sample and/or QC information will be stored.
– File > Table Setup > Lab Tests
Creating Lab Tests
![Page 14: Harvest Super User Tasks - Orchard Software€¦ · Authentication Questions. Authentication Questions . Setup ... patient for a sample that hasn’t had QC ordered within a certain](https://reader035.vdocuments.mx/reader035/viewer/2022062414/5f475dadd8ed3c49df3ae516/html5/thumbnails/14.jpg)
The Order Choices table is where order choices are constructed using groups of tests or individual tests that can be ordered in Harvest. The order choices are derived from the list of tests in the Lab Tests table.
– File > Table Setup > Order Choices
Creating Order Choices
![Page 15: Harvest Super User Tasks - Orchard Software€¦ · Authentication Questions. Authentication Questions . Setup ... patient for a sample that hasn’t had QC ordered within a certain](https://reader035.vdocuments.mx/reader035/viewer/2022062414/5f475dadd8ed3c49df3ae516/html5/thumbnails/15.jpg)
![Page 16: Harvest Super User Tasks - Orchard Software€¦ · Authentication Questions. Authentication Questions . Setup ... patient for a sample that hasn’t had QC ordered within a certain](https://reader035.vdocuments.mx/reader035/viewer/2022062414/5f475dadd8ed3c49df3ae516/html5/thumbnails/16.jpg)
• Staffing levels – shortage of skilled techs
• Lack of college students entering the field
• Closing of MLT/MT schools
• Lab consolidation – mothership taking smaller “routine” labs
• Economy – decreasing reimbursement
Challenges in Laboratory Medicine
![Page 17: Harvest Super User Tasks - Orchard Software€¦ · Authentication Questions. Authentication Questions . Setup ... patient for a sample that hasn’t had QC ordered within a certain](https://reader035.vdocuments.mx/reader035/viewer/2022062414/5f475dadd8ed3c49df3ae516/html5/thumbnails/17.jpg)
![Page 18: Harvest Super User Tasks - Orchard Software€¦ · Authentication Questions. Authentication Questions . Setup ... patient for a sample that hasn’t had QC ordered within a certain](https://reader035.vdocuments.mx/reader035/viewer/2022062414/5f475dadd8ed3c49df3ae516/html5/thumbnails/18.jpg)
• Reduce the number of hours spent manually reviewing test results
• Standardize result review
• Decrease TAT from sample received to approved
• Focus on problematic samples, such as instrument errors or flags and specimen issues (clot, bubble, short sample)
• Reduce human error
Benefits of Auto-approval
![Page 19: Harvest Super User Tasks - Orchard Software€¦ · Authentication Questions. Authentication Questions . Setup ... patient for a sample that hasn’t had QC ordered within a certain](https://reader035.vdocuments.mx/reader035/viewer/2022062414/5f475dadd8ed3c49df3ae516/html5/thumbnails/19.jpg)
1. Lab Tests table: Set approval low and high for quantitative results.
2. Rules - Result Evaluation table: Set conditions to hold
lab test results that don’t meet auto-approval criteria.
3. Order Choices table: Enable rules-based auto-approval.
Auto-verification in Three Steps
![Page 20: Harvest Super User Tasks - Orchard Software€¦ · Authentication Questions. Authentication Questions . Setup ... patient for a sample that hasn’t had QC ordered within a certain](https://reader035.vdocuments.mx/reader035/viewer/2022062414/5f475dadd8ed3c49df3ae516/html5/thumbnails/20.jpg)
• Hemoglobin A1C is less than Approval Low • Hemoglobin A1C is greater than Approval High • All normal Hemoglobin A1Cs will auto-approve
Hemoglobin A1C
![Page 21: Harvest Super User Tasks - Orchard Software€¦ · Authentication Questions. Authentication Questions . Setup ... patient for a sample that hasn’t had QC ordered within a certain](https://reader035.vdocuments.mx/reader035/viewer/2022062414/5f475dadd8ed3c49df3ae516/html5/thumbnails/21.jpg)
– File > Table Setup > Lab Tests
Approval Low & High
![Page 22: Harvest Super User Tasks - Orchard Software€¦ · Authentication Questions. Authentication Questions . Setup ... patient for a sample that hasn’t had QC ordered within a certain](https://reader035.vdocuments.mx/reader035/viewer/2022062414/5f475dadd8ed3c49df3ae516/html5/thumbnails/22.jpg)
– File > Table Setup > Rules - Result Evaluation
A1C < Approval Low
![Page 23: Harvest Super User Tasks - Orchard Software€¦ · Authentication Questions. Authentication Questions . Setup ... patient for a sample that hasn’t had QC ordered within a certain](https://reader035.vdocuments.mx/reader035/viewer/2022062414/5f475dadd8ed3c49df3ae516/html5/thumbnails/23.jpg)
Actions: Hold Triggered Tests
![Page 24: Harvest Super User Tasks - Orchard Software€¦ · Authentication Questions. Authentication Questions . Setup ... patient for a sample that hasn’t had QC ordered within a certain](https://reader035.vdocuments.mx/reader035/viewer/2022062414/5f475dadd8ed3c49df3ae516/html5/thumbnails/24.jpg)
Glycated Hemoglobin
![Page 25: Harvest Super User Tasks - Orchard Software€¦ · Authentication Questions. Authentication Questions . Setup ... patient for a sample that hasn’t had QC ordered within a certain](https://reader035.vdocuments.mx/reader035/viewer/2022062414/5f475dadd8ed3c49df3ae516/html5/thumbnails/25.jpg)
• Highlight your rule for A1C < Approval Low
• Click Copy (the Copy button is your friend)
• Change condition and description to > Approval High
• Action and associated order choice is the same
Write Rule for A1C > Approval High
![Page 26: Harvest Super User Tasks - Orchard Software€¦ · Authentication Questions. Authentication Questions . Setup ... patient for a sample that hasn’t had QC ordered within a certain](https://reader035.vdocuments.mx/reader035/viewer/2022062414/5f475dadd8ed3c49df3ae516/html5/thumbnails/26.jpg)
– File > Table Setup > Order Choices
Enable Rules-based Auto-approval
![Page 27: Harvest Super User Tasks - Orchard Software€¦ · Authentication Questions. Authentication Questions . Setup ... patient for a sample that hasn’t had QC ordered within a certain](https://reader035.vdocuments.mx/reader035/viewer/2022062414/5f475dadd8ed3c49df3ae516/html5/thumbnails/27.jpg)
Slightly Scary Pop-up
![Page 28: Harvest Super User Tasks - Orchard Software€¦ · Authentication Questions. Authentication Questions . Setup ... patient for a sample that hasn’t had QC ordered within a certain](https://reader035.vdocuments.mx/reader035/viewer/2022062414/5f475dadd8ed3c49df3ae516/html5/thumbnails/28.jpg)
Conditions for Auto-approval • The results are parsed from an
instrument or HL7 interface
• No result evaluation rules are triggered for that order choice
• There are no other rules configured that will prevent the automatic approval
• The order choice-level setting to Enable rules-based auto-approval is selected
![Page 29: Harvest Super User Tasks - Orchard Software€¦ · Authentication Questions. Authentication Questions . Setup ... patient for a sample that hasn’t had QC ordered within a certain](https://reader035.vdocuments.mx/reader035/viewer/2022062414/5f475dadd8ed3c49df3ae516/html5/thumbnails/29.jpg)
Tips & Tricks • Focus on high-volume, lower-
complexity testing, such as chemistry, hematology, and coagulation
• Although Harvest does not automatically approve manually entered results, you can manually input results to test if the rules fire or not
• Rule Usage Report
• Auto-approval Report
![Page 30: Harvest Super User Tasks - Orchard Software€¦ · Authentication Questions. Authentication Questions . Setup ... patient for a sample that hasn’t had QC ordered within a certain](https://reader035.vdocuments.mx/reader035/viewer/2022062414/5f475dadd8ed3c49df3ae516/html5/thumbnails/30.jpg)
• Put your test system to good use
• Validate your rules
• Once validation is complete, move to production system
Test Your Rules
![Page 31: Harvest Super User Tasks - Orchard Software€¦ · Authentication Questions. Authentication Questions . Setup ... patient for a sample that hasn’t had QC ordered within a certain](https://reader035.vdocuments.mx/reader035/viewer/2022062414/5f475dadd8ed3c49df3ae516/html5/thumbnails/31.jpg)
1. Identified and described password reset and general emergency security settings.
2. Configured database tables: Quick Comments, Text Shortcuts, Lab Tests, Order Choices.
3. Discussed enhanced QC file enhancements: Rules and setting up a new lot.
4. Recognized how rules help manage laboratory processes.
Learning Objectives Review
![Page 32: Harvest Super User Tasks - Orchard Software€¦ · Authentication Questions. Authentication Questions . Setup ... patient for a sample that hasn’t had QC ordered within a certain](https://reader035.vdocuments.mx/reader035/viewer/2022062414/5f475dadd8ed3c49df3ae516/html5/thumbnails/32.jpg)
Questions?
Questions?
![Page 33: Harvest Super User Tasks - Orchard Software€¦ · Authentication Questions. Authentication Questions . Setup ... patient for a sample that hasn’t had QC ordered within a certain](https://reader035.vdocuments.mx/reader035/viewer/2022062414/5f475dadd8ed3c49df3ae516/html5/thumbnails/33.jpg)
Thank you!
![Page 34: Harvest Super User Tasks - Orchard Software€¦ · Authentication Questions. Authentication Questions . Setup ... patient for a sample that hasn’t had QC ordered within a certain](https://reader035.vdocuments.mx/reader035/viewer/2022062414/5f475dadd8ed3c49df3ae516/html5/thumbnails/34.jpg)
System Administrator Advanced User Microbiology Module
System Administrator
To sign up for a training class, contact your Orchard Account Executive, call (800) 856-1948, or visit orchardsoft.com/training.
System Administrator Advanced User Integration – Levels 1 & 2
System Administrator
2018 Upcoming Training Courses
![Page 35: Harvest Super User Tasks - Orchard Software€¦ · Authentication Questions. Authentication Questions . Setup ... patient for a sample that hasn’t had QC ordered within a certain](https://reader035.vdocuments.mx/reader035/viewer/2022062414/5f475dadd8ed3c49df3ae516/html5/thumbnails/35.jpg)
• Website: orchardsoft.com • Orchard Resource Center (ORC): orc.orchardsoft.com • Newsletter online: orchardsoft.com/newsletters • White papers: orchardsoft.com/whitepapers
Orchard Resources
Updated Presentation Materials: orchardsoft.com/symposium-sessions After July 1, we will post updated presentations from this event with links to the expanded ORC. Check out our white papers on population
health management, laboratory stewardship, point-of-care testing, laboratory leadership, and more.
![Page 36: Harvest Super User Tasks - Orchard Software€¦ · Authentication Questions. Authentication Questions . Setup ... patient for a sample that hasn’t had QC ordered within a certain](https://reader035.vdocuments.mx/reader035/viewer/2022062414/5f475dadd8ed3c49df3ae516/html5/thumbnails/36.jpg)
Website & ORC Updates on July 1 orc.orchardsoft.com
Be sure to sign in to the ORC before July for
instructions on updating your account for the expanded ORC.
orchardsoft.com Our new website is coming, with new company and product logos.
![Page 37: Harvest Super User Tasks - Orchard Software€¦ · Authentication Questions. Authentication Questions . Setup ... patient for a sample that hasn’t had QC ordered within a certain](https://reader035.vdocuments.mx/reader035/viewer/2022062414/5f475dadd8ed3c49df3ae516/html5/thumbnails/37.jpg)
• Visit the P.A.C.E.® table to complete the sign-in form, once per day, to receive full credit.
• Be sure to enter your email address; a P.A.C.E.® certificate will be emailed to each user after the symposium.
• Complete the feedback form for the event and for P.A.C.E.® feedback (online at: www.orchardsoft.com/symposiums).
P.A.C.E.® Credit & Feedback
![Page 38: Harvest Super User Tasks - Orchard Software€¦ · Authentication Questions. Authentication Questions . Setup ... patient for a sample that hasn’t had QC ordered within a certain](https://reader035.vdocuments.mx/reader035/viewer/2022062414/5f475dadd8ed3c49df3ae516/html5/thumbnails/38.jpg)
• P.A.C.E.® Provider Number: 526
• Program Number: 526-902-18
• Program Title: Day 2 Orchard Symposium 2018
• Speakers: Beth Eder, Chris Lamb, Clair Smith, Greg Lyons, Gwenn Brode, John Miller, Judy Thompson, Karen Abara, Kim Futrell, Leigh Boje, Nancy Stoker, Nicole Carter, Patti Hines, Ryan Howard, Tim Townsend, Yuri Dozier
• Contact Hours: 5
Day 2 P.A.C.E.® Program Information