User Group Housekeeping in Gold. Regular routines make housekeeping easier.
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Transcript of User Group Housekeeping in Gold. Regular routines make housekeeping easier.
User GroupHousekeeping in Gold
Regular routines make housekeeping easier.
Have a Checklist
Check Your Back Up
Print Server
Completed Not Printed Report
Fax Server
Esker Document Manager
SDDistro
Secure Delivery System
SDS/SDD Logs• Accessed on print server • C:/Webdoc/Logs
Secure Server Logs
Work In Progress Logs
• Histology Work in Progress• Cytology Work in Progress• Non-Gyn Cytology Work in Progress• Autopsy Work in Progress (I made custom
report for this)
Non-Gyn Cytology Open Orders
• Needed after Epic implementation• Sometimes specimen for microbiology and
non-gyn cytology; specimen not shared • SQL Query
Duplicate Patient Merging
Patient Name without Comma
PSMG Helpful Reports
Tracking by Insurance and Pt. Age
Run Daily
Tracking Delayed Processing
Done with the use of Special Status codes and Non Printing comments.
Cytology Work In Progress
Customized to add Collected and Completed Dates
PRINT JOB TRACKING
Heather Sousa Pathology Sciences Medical Group
CUG 2014
Custom Print Tracking Reports
1. CUST47_PRINT_JOB_TRACKER2. CUST47_PRINT_JOB_TRACKER_BY_PRINTEE3. CUST47_PRINT_JOB_TRACKER_INTERFACE
PRINT_JOB_TRACKER
In order by Printed Date/Time
ClinLocation or Copies To
Report Location(SDS, Fax, Printer)
Patient Name
Person who Printed
DATE/TIME PARAMETERS
Change Starting time
and Ending time
to manipulate what data is returned on your report
PRINT_JOB_TRACKER_BY_PRINTEEIf you know you
have issues with a print set
performed by one person.
Report Printed Date Parameter
• This comes in handy especially when someone chooses “Printers Only”, instead of “All” when printing. This way we know what went out to clients, and what needs the extra
help (sending SDS/Fax).
Report Printed Date Parameter
• Another scenario might be when you have printer jams/issues and want to make sure everything that was in the print job actually printed.
Workflow example
• Secretary types report – pathologist review & sign out• Reports print to printer• Secretary realizes that she selected “Printers Only” instead of
“all”– we have many clients that want SDS and a hardcopy (or other
multiple combination of Print jobs)– without the print job tracker we would never know what cases
were sent with the “printers only” selected, when they should have gone out in multiple ways.
• You, are correct, it doesn’t PROVE that the case went through SDS or faxed, but it shows that it was scheduled to do so, and recorded as such in the Tracking tab of each case.
PRINT_JOB_TRACKER_INTERFACE
Listed by Interface
Date/TimeCan use to prove cases are being
sent to the interface
Interface Date Parameter
For the interface job tracker you have to use a parameter for interface date/time. We update our interface clients automatically by sending them through an SDS account (orphan account?) Nobody looks at the SDS cases, but it sets our cases to final print, and it’s easy because we just set it up for each interface ClinLocation.
USER_REPORTS
Heather SousaPathology Sciences Medical Group
CUG 2014
From a Case…File/Print
Lab defined User Reports
Linking User ReportsFound in Report Group: Reference Rpts.
If one is missing you can add it yourself. See there is no USER_REPORT_5
Linking User Reports Report Name: Leave as
whichever USER_REPORT_? You are working on
Report Group: Leave in Reference for easy maintenance
Report File Name: Link to the crystal report of your choice (must use the Cases table)
Description: Leave yourself notes on why you created this rpt.
User Field1: Enter the name you want displayed
Printing User Rpts from a Case
Short KeysCtrl+F(x)
Sample of PSMG User Rpt
• Requests for Consultation material.
• This report is printed from the case so the person gathering Consult materials can check off what we have to send. A copy of this rpt is sent with Consult materials.
Sample of PSMG User Rpt.
Patient Insurance Information Sheet is
printed from the case. To be sent
with send-out testing and
consultations.
USER_ALT_LOOKUP_REPORTS
Heather SousaPathology Sciences Medical Group
CUG 2014
Linking User ReportsFound in Report Group: Reference Rpts.
If one is missing you can add it yourself. See there is no USER_ALT_LOOKUP_REPORT_2
Linking Alternate LookupUser Reports Report Name: Leave as
whichever USER_ALT_LOOKUP_REPORT_x You are working on
Report Group: Leave in Reference for easy maintenance
Report File Name: Link to the crystal report of your choice (must use the Cases table)
Description: Leave yourself notes on why you created this rpt.
User Field1: Enter the name you want displayed
Alternate Lookup…File
ALTERNATE LOOKUP USER REPORTS USE
THE DATA RETURNED IN YOUR
LOOKUP TO COMPLETE THE
REPORT
Example of Alternate Lookup User Report
Example of Alternate Lookup User Report
Example of Alternate Lookup User Report
This is a crystal report I made that has many details included that might be interesting in a search.