Test Management Overview

This is an Administrative function rather than a standard lab operation. Only users with Lab Manager profile have this on their menu and may access it.

Central to the setup of the LIS is the need to set up tests to be assigned to samples. There really is no point to any LIS if there are no tests!

First, it is important to be clear on just what constitutes a Test: A Test is a collection of analytes (called Parameters in the system) to be measured in some way, with some kind of results expected to be reported. So a Test may consist of one or more Parameters, each with their own normal ranges. It also consists of one or more steps, or Processes, which are collected into a Path and selected for that test. All specimens assigned that test must complete the prescribed steps in order before they can reach "Complete" status.

HealthCloudPOL simplifies all of that by offering a single Path: "Analysis". Once analysis has been done, results are entered - either manually or, if HealthCloudPOL instrument(s) interfacing has been done then automatically - and the Patient Report is generated. Or if the test should be viewed on the Drug Report, then that should have been selected during setup (see "To Create a New Test" below) and that report will display. Additional Paths are also available for selection, e.g. "Analysis with Review".

Test Groups, Tests and Parameters

It's important to understand that the HealthCloud LIS there are three levels of test components:

  1. Parameters - These are the analytes, the actual things being tested, e.g. calcium etc.
  2. Tests - You might currently call these "Panels". They are a collection of one or more Parameters.
  3. Test Groups - These are collections of tests, grouped for easy assignment to specimens. If a Test Group consists of two or more tests that all only have one parameter each (e.g. a test named "Calcium" with a single Parameter in it that is "Calcium"), then that Test Group can function as a Panel. In most cases, Test Groups are unnecessary, since a Test can contain multiple Parameters, so most people just name a Test as a Panel. Test Groups merely offer an additional level for special situations.

To View a Test

There are over 50 tests included in HealthCloudPOL as delivered, so you may want to filter for the test you are looking for. Just click the Filter Filter Button.png button or the Advanced Filter icon Advanced Filter Button.png and enter your search criteria.

Test Management 2 Filter.png

Test Management 3 Filter.png

The list of tests that meet your criteria is returned. Click the Test Name to view the test's details.

Test Management 4.png

Test Management 5 Detail.png

For any test that is Active, the fields are grayed out and un-editable.

The Parameters of the test may be viewed by clicking the Parameters Parameters Button.png button. Click any Parameter to see its details.

Test Management 6 Parameter List.png

Test Management 7 Parameter Detail.png

You can see details about the Parameter by clicking on the appropriate button. If the Test is Active, the fields and buttons will be grayed out, except the Formula Formula Button.png and Limits Limits Button.png buttons. Choose one to see those details:

Formula details (none defined)

Formula Detail Popup.png

Limits details

Limits - Parameter.png

  • Note: Limits may be edited here by clicking the New Limit Revision New Limit Revision Button.png button. For guidance on how to do that, see To Create a New Test below.

To Create a New Test

Navigate to the Test Management menu item.

Test Management 1.png

Click the New New Button POL.png button (this can also be done from within any test's detail screen).

Test Create 1.png

Work through all the mandatory fields (in bold) and any of the others that you choose.

These include:

  • Test Name - This must be unique. If a test exists with the same name, it will be de-activated upon activation of the new test with the same name.
  • Report Name - How you would like the name of the test to appear on the patient report
  • Specimen Type - This field is how the list of appropriate tests is determined when adding tests to a specimen. For example, if a Specimen Type of "Plasma" is selected here, then this test would be displayed as available for any specimens for which the "Plasma" Specimen Type has been chosen in the Sample (Specimen) detail screen.
  • File Name – An SOP or Method file can be associated with the test if it has been uploaded to HCPOL in Document Recording Management and given the type "SOP".
  • All Users – This should normally be checked to allow all users to access this test. It can be limited later if desired, as a new test version.
  • Subcontract - If the test is always subcontracted, check that box and select the lab (must be defined in Patient Management). The Test Name should reflect this.
  • Sig. Fig./Resolution Default - If test has a lot of parameters, specify a default significant figures (number of total number places a value displays on the report) and resolution (number of places displayed to the right of the decimal on the report), then any parameters as added will default to that (makes it quicker) - although they can be edited individually.
  • Test Code - If there is a code associated with the test you may enter it here
  • Report Friendly Name - It is important to select the report where this test is to appear. The default report is "Patient Report(PG)". If it is a drug confirmation test, then select "Drug Report". NOTE: Always note there may be more than one page to select from. The number of pages is displayed at the bottom right of the popup. Click to go to page 2, 3, etc. if the report you need isn't in the displayed list.
  • Description - You can enter any free text you want to be saved with the test here
  • Instrument Test Code - This is an optional informational field if the test is instrument-specific

Click Save Save Button POL.png button -- Do NOT click Published or Active yet

Upon saving, the test detail screen displays additional buttons for adding Parameters, QC Tests and, if All Users wasn't selected, Test Users.

Test Management 8.png

Add Parameters to Test

No test is functional until items to be measured are added to it. These are the Parameters, and they are what will display in Data Entry for results to be entered (either manually or, if HealthCloudPOL integrations have been implemented, then automatically).

Once the test has been initially saved as in To Create a New Test above, the Parameters Parameters Button.png button displays at the bottom of the page, which allows the adding and setup of parameters and any associated limits, formula, etc.

Click the Parameters Parameters Button.png button. The Add/Edit Parameters frame displays:

Test Create 2.png

Now click the New New Button POL.png button. Test parameter Details screen displays:

Test Create 3.png

Click the "Select" link next to Parameter Name to browse for the parameter you would like to add to the test. You can use the popup's filter to narrow your search. Note: If the parameter you need is not in the list, go to the Test Parameter Management menu item and add the new parameter there. It will then show as available for selection here.

Test Parameter Select.png

  • Display Order - Select Display Order to specify the order the parameters appear on a sample and during data entry This needn’t be strictly sequential – in fact, it is best to leave gaps in case you later want to add more - although they will display in order from lowest to highest number. Zero is valid. If two have the same number, they are displayed alphabetically. Grouping handled in filtering in data entry
  • Significant Fig/Resolution - Add the number of digits to be displayed in total for any result for this parameter, and the number of decimal places to extend.
  • Unit Name - Assign units for the result values for this parameter. You can add/edit units in Picklist Management. All Data Entry units are "Analysis" type units. NOTE: It's usually best to make sure the necessary units exist before setting up tests.
  • Parameter Description - This will be used on report if present, otherwise it defaults to Name.
  • DL, QL – These are based on instrument (if present). QL leaves a safety margin from DL and may be used like the DL for better confidence
  • All Processes – Choose whether the Parameter is to display in all processes. If not, leave unchecked and you will be able to specify which process(es) in the next step.
  • Required – Choose whether this Parameter must have a result entered before a specimen can go to "Complete" status.
  • Selectable Results – Check this box if you prefer results may not be free text, but rather selected from a specified drop-down picklist (if so, you can specify choices in the next steps below).
  • Allow Multiple Results – If Selectable Results is checked, you can allow more than one value to be selected from the results picklist here.

Test Parameter 4.png

Once these choices have been made, click Save Save Button POL.png. Additional buttons display, allowing you to define any Formula and/or Limits or Ranges for the parameter in this test. Also, if the All Processes box was not checked, then the Processes Processes Button.png button is active so you can define in which Processes this Parameter displays, and if Selectable Results checkbox was selected, then the Selectable Results Selectable Results Button.png button will display, so that possible result choices may be set to display for the user during manual data entry.

Test Parameter 5.png

To Set Up Parameter Formula

In the Test Parameter Details screen once initial Parameter details have been saved, click the Formula Formula Button.png button. You can either use free text or the provided controls to build your formula for this parameter result calculated value. Results from other Parameters may be used in the formula.

Formula Builder Popup.png

You can use the Validate Validate Button.png button to test that the formula construct is valid, and you can also use the Spell Check Spell Check Button.png to proof for spelling errors, as with all pages.

A simple example may help here. Let’s say we were going to create a formula to take our result and multiply it by the dilution factor for the sample. Using an aluminum parameter is a 200.7 test; our formula would look like this:

~p~SELF~p~ [Current Parameter] *~p~13.-285~p~[200.7 Liquid Metals ICPOES v.1 - Dilution Factor]

Where the ~p~SELF~p~ [Current Parameter] is the parameter we are adding to the test, in this case aluminum. "*" is the multiplication operator. And ~p~13.-285~p~[200.7 Liquid Metals ICPOES v.1 - Dilution Factor] is the Test Parameter we chose after clicking the Other Params Other Params Button.png button. In the expression ~p~13.-285~, 13 is the TestID and -285 is the Master ParameterID. It is not necessary to know the IDs required for a Test or Master Parameter; however, it can be helpful in troubleshooting calculation-related issues.

Click Save Save Button POL.png to save the formula for this Parameter, and return to the Test Parameter Detail screen.

To Set Up Parameter Limits (Range)

HealthCloudPOL will flag any results that fall outside value ranges that you define for any parameter. You can define ranges (Limits), as well as any internal warning limits or specifications, using the Limits function in the Test Parameter Details screen.

In the Test Parameter Details screen once initial Parameter details have been saved, click the Limits Limits Button.png button.

The Limit Set frame displays.

Limit Set Frame.png

Select a Limit Type, Operator and Limit Value. The argument is "Flag the result if it is [Operator - e.g. Greater than, less than, etc.] [Limit Value]".

Limit Set 1.png

Limit Set 2.png

Limit Set 3.png

The Limit Type list is modifiable (see Picklist management). You may have as many types of limits and limit sets as you like. NOTE: Modifying (copy/change) parameters not recommended, especially if any are currently under testing. It is better to create a new test revision. That way any specimens with that test assigned will complete as normal, and any new accessions will be given the new version.

  • Important NOTE: In order for the Range to appear on the Patient Report, it must be entered in the 'Note' column, on any existing Limit row (not on more than one).

Range In Note.png

To Select Processes

If the All Processes box has not been checked and there is more than one process or step so that you would like to specify for which one the parameter is available, click the Processes Processes Button.png button to display the Parameter Processes selection frame.

Parameter Processes Frame.png

Select each process, one-by-one, Saving each as you go. If you require a process or step to be completed (i.e., a result or observation, etc. of some kind entered for that parameter for that process), then check the "R" checkbox.

To Define Selectable Results

If you have checked the Selectable Results checkbox for the Parameter, then you can define the drop-down picklist choices by clicking the Selectable Results Selectable Results Button.png button.

The Selectable Results frame displays.

Selectable Results Frame.png

Type in the results choices you would like the analyst to choose from when entering results manually for this Parameter. If you would like one to be the Default value, check the "D" checkbox.

Selectable Results Frame 2.png

Once all set up, click on Save Save Button POL.png and Done Done Button.png to return to the Test Configuration Details screen.

Set Test Users

If All Users box was not checked, and you would like to specify only certain users as authorized for this Test, in the Test Configuration Details screen click the Test Users Test Users Button.png button.

Here you can assign specific users to the test.

Test Mgt - Assign Users.png

Test Mgt - Assign Users 2.png

There is no need to Save, assignments are complete once made.

Check "Published" and "Active" and then click Save Save Button POL.png to finish and activate the Test. No changes may be made. If changes are required, make a Copy. The Name will not be editable, and the copy will be a new Version. The old test will be made inactive automatically if the new one is made active.

Create QC Tests

A QC Test can be created manually just like a regular Test in the system, but with frequencies defined, and then generated automatically. From the Test Configuration Details screen, click the QC Test QC Tests Button.png button. The system displays the Quality Control Test List area.

QC Tests 1.png

Select a Test Name to edit an existing QC Test, or click New New Button POL.png to create a new one. The QC Tests Add-Edit screen is displayed.

QC Tests 2.png

Complete the fields of the QC Tests tab. Bold fields are required.

Fields and Descriptions

These are largely similar to the fields found in any test detail screen, but with a few exceptions:

  • Test Name - The Test Name is the name of the test that will show up to the users of the system. This is normally a short name or nickname that all of the users will recognize.
  • Report Name - The Report Name is the formal name of the Test as it should be displayed on reports.
  • QC Type - The QC Type indicates the main grouping information for the QC Template for control charting. Select this type from the Quality Control Type picklist.
  • Dependent QC Type - The Dependent QC Type defines for the system another QC Test that this QC Test needs to have in the batch. Select the Dependent QC Type from the drop-down list.
  • Is Sample - This flag defines whether the QC will be a QC Sample, which is a new sample introduced to a Process Group/Batch (CCV, Blank, ICV, etc) or a QC Test assigned to an existing sample (Matrix Spike, Matrix Spike Duplicate, Lab Replicate, etc). Check this flag if this template will be creating a specimen in the system.
  • QC Sample Required - Select the checkbox if this QC Test is required for the regular test you created in order for the specimens to move to "Complete" status.
  • Process Name - The system will display the Processes in the Path assigned to the current regular Test. Select the Process Name from the drop-down list to define which process this QC Test will show up to add to the Process Group/Batch.
  • Specimen Type - The Specimen Type is the Matrix of the sample on which this test will be performed. It will only display as available to the user for the selected type. Select the type from the drop-down list.
  • Test Ref. Methodology - The Test Reference Methodology is the form Method name for this test. Type the Test Reference Methodology
  • Sig. Fig. Default - The Sig Fig Default field at the Test level designates that all parameters assigned to this test will have the same Significant Figures. Type the number of significant figures that will be applied to the results for test parameters during rounding.
  • Resolution Default - The Resolution Default field at the Test level designates that all parameters assigned to this test will have the system begin the rounding at the same number of decimal places to the right of the decimal point. Type the number of places to the right of the decimal point to start rounding.
  • File Name - The File Name field allows us to associate an SOP or Method Document that has been uploaded into the system in the Document Management module. Click the link to select the File Name from the SOP Document Lookup List.
  • All Users - The All Users flag tells the system to allow anyone user of the system to perform the operations necessary to complete the Test for the samples it is assigned to. Select the checkbox to allow all system users to view and enter data for this Test.
  • Published - Select the checkbox to publish the Test. Do Not Publish the Test until all parameters and associated information have been entered.
  • Active - Select the checkbox to activate the Test. Do Not Activate the Test until all parameters and associated information have been entered.
  • Description - Type a description.

Complete the fields of the Frequency Details area. This area defines how many and how often this QC Sample is added to the Process Group/Batch. The following choices are available for the frequency type. The “?” is filled in from what is entered in the Frequency field. "[" Front Bracketed means at the Beginning of the batch, "[]" bracketed means Front/Middle/End of the batch and "]" Rear Bracketed means at the end of the batch.

? QC Samples Per Batch QC Per Batch

1 QC Per ? Sample [ w/ QC QC Per How Many Samples starting at the beginning of the batch and Count QC samples

1 QC Per ? Sample [ w/o QC QC Per How Many Samples starting at the beginning of the batch and do not Count QC samples

1 QC Per ? Sample [] w/ QC QC Per How Many Samples, with one at the beginning and one at the end and Count QC samples

1 QC Per ? Sample [] w/o QC QC Per How Many Samples, with one at the beginning and one at the end and do not Count QC samples

1 QC Per ? Sample ] w/ QC QC Per How Many Samples with one at the end and Count QC samples

1 QC Per ? Sample ] w/o QC QC Per How Many Samples with one at the end and do not Count QC samples

  • Frequency Type - Select the Frequency Type from the drop-down list.
  • Frequency - Type the frequency for the Test.

QC Tests 3.png

When you are finished, click Save Save ButtonPOL.png. The system displays the Parameters Parameters Button.png button. Click to display the QC Test Parameters frame.

QC Tests 4.png

Click the New New Button POL.png button to create a new QC Parameter and proceed as in any test as described in Add parameters to Test above.

Publish and Activate test

When all QC Parameters have been entered and set up completely, click Done Done Button.png repeatedly until you return to the master Test Configuration Details screen and check Published and Active checkboxes to activate the new test, complete with all Parameters, Ranges, QC Tests and other elements as available for assignment to appropriate specimens. Previously editable fields will now become grayed out and uneditable. A new revision must be done to update the test if you need to keep the same name.

Test Management 9.png

Test Management 10.png