Accession Template Setup (4.2)

Accession Templates in prior versions were a way to create a copy of an accession and paste it into other accessions as needed. They were an imprecise method that we have refined and moved to it's own setup tab under Lab Setup > Accession Setup > Accession Templates. Additionally the use of templates has been moved up a level to the New Accession Screen. 

Moving the Template application to the very beginning of Accession creation allowed us to create more defaults and options for the templates, but also increases the speed at which these templates can be applied and accessions released. 

Creating an Accession Template can be as easy as Clicking the Add button on the accession templates tab and adding a Template name and saving and being done. But for most templates having default values will be helpful and timesaving for those frequently ordered tests.

General Settings Tab

This is the very basics of the Template creation. Template Name is what users will see when they go to select a template from the dropdown list, and Description will be additional text shown below the name on the dropdown list. Instructions are displayed once the template is selected and show at the top under the contacts pane. Priority is the accession priority flag that along with Case Coordinator can be defaulted for the template. Available on Portal checkbox is detailed more below.

Reference Case Number is not a required field on standard accessions, but for many reportable diseases labs use that field and requested the ability to make it required. We also added the ability to set an Alternate Label for this field on each template so that submitter's from the portal would have a better idea of which identifier to input into that field.

Accession Header Tab

Patients Tab

Specimens Tab

Catalog Items Tab

Questions/Tags/Charges Tab

When creating an Accession Template, there is a checkbox at the bottom of the first setup pane that says Available on Portal. When this option is selected the desired template will now appear on the portal when the user goes to create a new lab portal request.