sunquest collection manager · 2014-03-20 · sunquest collection manager 2 the product: collection...

June 2012

Sunquest Collection ManagerNurse and PCT Workflows

Sunquest Collection Manager

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The product:Collection Manager is a Sunquest application that is used to positively identify patients and print labels at the patient’s bedside to eliminate the risk of specimen mislabeling and streamline specimen collection workflow.

Selected Pilot Units/Workflows• Presby 8G Med/Surg Unit – Nurse/PCT Collect Workflow• Shadyside CTICU• Shadyside Phlebotomy Team Workflow

Improved quality of care and patient safety

Better Specimen Management

Better TurnaroundTime

Reduced costs

Improved collection workflow Better tracking of samples

Improved lab workflow

Return On Investment

• Access MyApps with Tap and Go

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• Left Double Click on eRecord Folder to Open

• Left Double Click Collection Manager Icon to Open

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• Sunquest Collection Manager Application Opens

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• CLM Login Screen ->Logs User in automatically with Sentillion Single Sign On

Sunquest Collection Manager

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• Patient List –CLM Nurse Screen-> Left Click ‘Edit’ Tab then click ‘Search’ to Find Unit and Patients

Sunquest Collection Manager

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• Modify Patient List CLM Nurse Screen -> Left Click in ‘Location’ Field and Enter Unit Location to Monitor Patients

• Hit TAB key

• After 1st Login User’s SelectedLocation is theDefault

Sunquest Collection Manager

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Type Locations separated by commas 

then hit TAB key

• Modify Patient List CLM Nurse Screen -> Specific Unit Location/Rooms Display

• Check Patients to Monitor

Sunquest Collection Manager

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Must Click ‘Save’ After Checking Patients to Monitor

• Patient List – CLM Nurse Selected Patients Appear on Screen to Monitor by Nurse

• Patients Remain on Screen until Manually Removed with+/- Button

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• Patient List –CLM PCT Screen-> Left Click ‘Info’ Tab then click ‘Configuration’ to Enter Unit View Patients with Pending Orders

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• Configuration– CLM PCT -Type Medipac Unit Location(s) then click ‘Save’ then ‘OK’ and ‘Exit’

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• Patient List –CLM PCTs Screen- Patients with Pending Lab Orders will Appear on the Screen

• Left Click ‘ID Patient’ Button to Get to Patient Scan Screen

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• Patient List – CLM

• Sorts by Location

• * Multiple Orders

• Priority Identified by Color – S= STAT– TT=Timed Test

• Orders to be CollectedDisplay on Screen– 4 Hours after Order Time– 2 Hours before Order Time– Orders Stay on

Screen UntilCollected or Cancelled

Left Click ‘Refresh’ Tab to Update Screen

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• Patient List – CLM Screen -> Left Double Click Patient to View Orders

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Double Click Patient to display orders in

screen below 

• Patient List – CLM Screen -> Left Click ‘ID Patient’ Button to Get to Patient Scan Screen

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• Patient Id – CLM Screen -> Scan the Patient Wristband

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MRN: 970040250

PUHCOLLMGR, ONEDOB : 2/17/77003373118-1117

MRN: 970039858

SHYCOLLMGR, ONEDOB : 5/16/1976000033494111094

Scan Patient Wristband  

Linear Barcode

• Patient Demographics Display –Positive Patient ID

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Verify Patient ID and Click ‘Confirm’

• Collect CLM Screen

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Patient DemographicsAccession # Time & Date of Order

Test CodeLaboratory Identifier

Tube to Collect

Highlights first order 

• Collect CLM Screen

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Click Patient to Highlight All Orders

Multiple Orders

Multiple TubesAlways Leave Tubes Checked

Send All Labels to the LAB

• Collect CLM Screen

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Tap Individual Orders (Accessions) to Collect

Green Highlighted Orders are Selected for

Collection

Timed Test is Not Highlighted- Leave for

Collection at the Intended Time of 1600

STAT

TIMED

• Collect CLM Screen

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Click Box to Collapse or Expand for Details 

Number and Type of Tubes (Containers)

to Collect

• Collect CLM Screen

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Click ‘Labels’ and labels will print

• Collect CLM Screen

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Click ‘Collect’ and Orders upload to LAB.

Collect Time Updates.

• Back to Patient List- CLM Monitor• Collected Order No Longer on Screen

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Orders No Longer Appear on Patient Worklist Screen 

• Reschedule Option in Collection Manager– Used to reschedule an order or portion of an order if unable to obtain

the specimens required• Move an order to a future time if the patient is unavailable for

intended time of collection (ex. patient off unit for other testing)• Move one or more tests in an order if unable to obtain during

collection (ex. the blue top was collected, but the gold top was not able to be collected)

• Routine specimen was not yet collected and is reaching the set window in Collection Manager for viewing and collection. (ex. the intended collect time is 4 am and at 8 am, the order will no longer be viewable)

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• Left Click Edit After Printing Labels– 2 Options: Select Entire Order (Accession) or Single Test

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• Left Click Reschedule After Printing Labels– 2 Options: Select Entire Order (Accession) or Single Test

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• Option 1: Click on TEST and It will be Selected in the Next Screen

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• Reschedule Screen – Selected Test Appears in Reschedule Window

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• Option 2: Select Entire Order (Accession) on Collect Screen– Select Individual or All Tests at the Reschedule Screen

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Click on Test and Use Arrows to Add or Remove

for Reschedule

• Change Time by Hour or Minutes- Left Click on Hour or Minutes or Use the Up/Down Arrows

• Enter a ‘Reason Code’• Message Displays if Time Not Changed or No Reason Code Entered

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• Uploads Reschedule to the Lab System • Moves the Order New Accession Number with New Time & Reason

Code• The Containers Update- Tube for Rescheduled Test is Removed

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New Accession

Tube Removed

Sunquest Collection Manager

• Collection Manager Label Custom designed to meet label information requirements

Align Patient Name with the Top of the Tube

Remove Small Bottom Foot Labels Before Placing on Tube

• Temporary Labels– Can be Used for Labeling Samples with No Orders or Samples That

Don’t Print Labels– Prints Patient ID and Time and Date

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• Blood Bank Labels and Collection Manager– Electronic TECH CODE generated from the logged in user– Labeled to indicate BLOOD BANK sample

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• Align Patient Name at the Top of the Tube• Apply Large Label Only to Tube

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• Cerner and Sunquest Status Correlations

• Cerner and Sunquest Status Correlations with Collect Update Status

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Cerner Status Sunquest StatusBlood OrderedOrdered (Accessioned) Order In SunquestIn Process (In Lab) Specimen is Received in Sunquest by LabCompleted Results Post in eRecord from Sunquest

Cerner Status Sunquest StatusBlood OrderedOrdered (Accessioned) Order In SunquestOrdered (Collected) Collected in SunquestIn Process (In Lab) Specimen is Received in Sunquest by LabCompleted Results Post in eRecord from Sunquest

Sunquest Collection Manager – Nursing Workflow

• CLM Procedure Nursing (Monitor)• Screen• Worklist- CLM Login

– Click on the MyApps tab > eRecord folder > click the Sunquest Collection Manager Icon• Patient List- CLM Monitor

– Select ‘Edit’ then ‘Search’• Modify Patient List

– Enter Unit– Check Patients to Monitor

• Patient List- CLM Monitor– Add or Remove Patients with +/- Button– Click ‘ID Patient’ Button

• Patient Id- CLM– Scan Patient Wristband– Verify Correct Patient– Click ‘Confirmed’ Button

• Collect- CLM– Collect Single Order

• Oldest Order is Highlighted in Green• Click ‘Labels’ Button to Print Labels• Draw Patient’s Blood• Click ‘Collect’ Button- Sends Order to Lab and Updates Collect Time

– Collect Multiple Orders (Accessions)• Click Patient MRN- All Accessions are Highlighted in Green• Click on Any Orders to ‘Unhighlight’ and Collect at a Later Time• Click ‘Labels’ Button to Print Labels• Draw Patient’s Blood• Click ‘Collect’ Button- Sends Order to Lab and Updates Collect Time

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• Sunquest Collection Manager - PCT Workflow• Screen• Worklist- CLM Login

– Click on the MyApps tab > eRecord folder > click the Sunquest Collection Manager Icon• Patient List- Worklist- CLM

– Patients with Pending Lab Orders 2 hours behind Order time and 4 hours ahead Order time will be visible– Click ‘ID Patient’ Button

• Patient Id- CLM– Scan Patient Wristband– Verify Correct Patient– Click ‘Confirmed’ Button

• Collect- CLM– Collect Single Order

• Oldest Order is Highlighted in Green• Click ‘Labels’ Button to Print Labels• Draw Patient’s Blood• Click ‘Collect’ Button- Sends Order to Lab and Updates Collect Time

– Collect Multiple Orders (Accessions)• Click Patient MRN- All Accessions are Highlighted in Green• Click on Any Orders to ‘Unhighlight’ and Collect at a Later Time• Click ‘Labels’ Button to Print Labels• Draw Patient’s Blood• Click ‘Collect’ Button- Sends Order to Lab and Updates Collect Time

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• Reschedule – Use if unable to obtain a tube for an order

• Left Click ‘Edit’ After Printing Labels• Left Click ‘Reschedule’ After Printing Labels• Click on TEST and It will be Selected in the Next Screen• Reschedule Screen – Selected Test Appears in Reschedule Window• Move Time ahead 10 minutes• Enter ‘UO’ as Reason Code• Click ‘Save’

For HELP call the UPMC Help Desk, 647-HELP and open a Service Center Ticket with ClinicalPathologyInformaticsTeam. Tell the Help Desk it is a Collection Manager Lock and relay that to Sunquest Arizona during off hours.

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Sunquest Collection Manager

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Questions?