User Group Housekeeping 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_TRACKER 2.CUST47_PRINT_JOB_TRACKER_BY_PRINTEE 3.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 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_PRINTEE If 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/Time Can use to prove cases are being sent to the interface Listed by Interface Date/Time Can 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 Sousa Pathology Sciences Medical Group CUG 2014

From a Case…File/Print Lab defined User Reports

Linking User Reports Found 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 Keys Ctrl+F(x) Short Keys Ctrl+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 Sousa Pathology Sciences Medical Group CUG 2014

Linking User Reports Found 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_RE PORT_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

This is a crystal report I made that has many details included that might be interesting in a search.