Search customer

Updated on: 11/12/2024

Sample Screening

PCR Test - “CFXRealTime”

To begin Search customer, certain prerequisites must be met:

• You must have a provider account;
• Have the appropriate permissions:

Click here to view sample screening permissions.

1. Appointment Get By Locations
2. Appointment Get By User Groups
3. Appointment Print Sample
4. Appointment Reject
5. Appointment Show
6. Exam Get By Locations
7. Exam Get By User Groups
8. Exam Sample Get By Locations
9. Exam Sample Get By User Groups
10. Exam Sample Get Limit
11. Exam Sample Get TRancking
12. Exam Sample Update
13. Seachr Customer Index
14. Supply Chain Raw Item Get List
15. Supply Chain Raw Item Get Scan Data

• Be associated with the sample’s business;
• Be associated with the service of the appointment;

Sample within the Acceptance Criteria

1. Access the Appointment Module, then select the Search customer tab.
2. Make sure “Exam” is selected on the checkbox.
3. Click on the Scan sample barcode field and scan the sample barcodes or type the desired exam’s number and click “Search”.

Note: If you don’t have access to a barcode scanner, you may search with E-mail or document ID in the “Customer” checkbox and select the desired appointment/exam for it’s Sample Number. Copy it and use on the step above.

4. Verify the patient’s data, then scroll to the bottom of the page.
5. In Exam samples, click the blue button ”✓” in the Actions column.
6. Select Stored Sample, then in Physical Location, select the equipment where this sample will remain until processing.

Note: This location will be visible to clients when they view their appointment.

7. Click the Save button.
8. Select the option “Do you want to verify the sample?” and click Accept.

Note: The Remarks field can be used to add information.

9. Click the Save button to complete the process.

Sample Outside the Acceptance Criteria

1. Access the Appointment Module, then select the Search customer tab.
2. Make sure “Exam” is selected on the checkbox.
3. Click on the Scan sample barcode field and scan the sample barcodes.
4. Verify the patient’s data, then scroll to the bottom of the page.
5. In Exam Samples, click the blue button ”✓” in the Actions column.
6. Select Stored Sample, then in Physical Location, select the equipment where this sample will remain until processing.

Note: This location will be visible to clients when they view their appointment.

7. Click the Save button.
8. Select the option “Do you want to verify the sample?” and click Reject.

• The option “Do you want to resample?” will restart the appointment, requiring the screening process to be repeated, making it necessary to go through the Resampling process.
• The option “Do you want to cancel the appointment?” cancels the appointment, requiring a new service to be created for that patient. In this option, filling out the Reason field is mandatory.

9. Click the Save button.

ELISA and Rapid Test

To begin sample screening, certain prerequisites must be met:

• You must have a provider account;
• Have the appropriate permissions;
• Be associated with the sample’s business;
• Be associated with the service of the appointment;

Sample within the Acceptance Criteria

1. Access the Appointment Module, then select the Search customer tab.
2. Make sure “Exam” is selected on the checkbox.
3. Click on the Scan sample barcode field and scan the sample barcodes.
4. Verify the patient’s data, then scroll to the bottom of the page.
5. In Exam Samples, click the blue button ”✓” in the Actions column.
6. Select Stored Sample, then in Physical Location, select the equipment where this sample will remain until processing.

Note: This location will be visible to clients when they view their appointment.

7. Click the Save button.

Resampling

To begin sample screening, certain prerequisites must be met:

• You must have a provider account;
• Have the appropriate permissions:

Click here to view resampling permissions.

1. Appointment Download report
2. Appointment Get By Locations
3. Appointment Get By User Groups
4. Appointment Print Sample
5. Appointment Reject
6. Appointment Show
7. Exam Get By Locations
8. Exam Get By User Groups
9. Exam Print Sample
10. Exam Sample Get By Locations
11. Exam Sample Get By User Groups
12. Exam Sample Get Limit
13. Exam Sample Get TRancking
14. Exam Sample Update
15. Seachr Customer Index
16. Supply Chain Raw Item Get List
17. Supply Chain Raw Item Get Scan Data
18. Employee Get Sample Collectid By
19. Employee Get Schedules Data

- Be associated with the sample's business; - Be associated with the service of the appointment;

Sample Outside the Acceptance Criteria

1. Access the Appointment Module, then select the Search customer tab.
2. Make sure “Exam” is selected on the checkbox.
3. Click on the Scan sample barcode field and scan the sample barcodes.
4. Verify the patient’s data, then scroll to the bottom of the page.
5. In Exam Samples, click the blue button **”✓“**in the Actions column.
6. Select Collected Sample, then in the Sample Collection Date field, select the date and time of the recollection.
7. In the Sample Collected by: field, select the provider responsible for the collection.
8. Click the Save button.
9. Select Stored Sample, then in Physical Location, select the equipment where this sample will remain until processing.
10. Click the Save button.
11. Select the option “Do you want to verify the sample?” and click Accept.

Note: The Remarks field can be used to add information.

12. Click the Save button to complete the process.

Sample within the Acceptance Criteria

1. Access the Appointment Module, then select the Search customer tab.
2. Make sure “Exam” is selected on the checkbox.
3. Click on the Scan sample barcode field and scan the sample barcodes.
4. Verify the patient’s data, then scroll to the bottom of the page.
5. In Exam Samples, click the blue button **”✓“**in the Actions column.
6. Select Collected Sample, then in the Sample Collection Date field, select the date and time of the recollection.
7. In the Sample Collected by: field, select the provider responsible for the collection.
8. Click the Save button.
9. Select Stored Sample, then in Physical Location, select the equipment where this sample will remain until processing.
10. Click the Save button.
11. Select the option “Do you want to verify the sample?” and click Reject.

• The option “Do you want to resample?” will restart the appointment, requiring the screening process to be repeated, making it necessary to go through the Resampling process.
• The option “Do you want to cancel the appointment?” cancels the appointment, requiring a new service to be created for that patient. In this option, filling out the Reason field is mandatory.

12. Click the Save button.