Module 3: Block 3 Call Management

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Module 3 Block 3 Call Management
SoftLab Super User/End User Training
SoftLab Super User/End User Training
Module 3 Block 3 Call Management
Objectives As a result of this module the student
should demonstrate the following competencies

• State the conditions for an order to be called
• Utilize call list screens
• Perform call list data entry
• Add call comments
• Create a fax from a call list

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SoftLab/Mic Block 3 - Conditions for an Order to
be Called
SoftLab/Mic Block 3 - Conditions for an Order to
be Called
Determined by System Administrator, possible
conditions could include
Orders selected TO BE CALLED in Order Entry
window (Check box is checked).

• Specimens selected TO BE CALLED in Result Entry
  window (Check box is checked).
• All tests with PANIC results.
• Specific predefined individual tests that MUST be
  called regardless of result value, e.g., PROT and
  APTT.
• Tests that are selected life threatening or other
  criteria under RBS Setup.
• All orders with Stat priority.

• All orders that contain abnormal, low, or high
  results and that are selected as pre-op under
• Wards/Clinics setup.

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SoftLab/Mic Block 3 - Search Criteria Tab
SoftLab/Mic Block 3 - Search Criteria Tab
Click Call List Request.
In the actual module, this would require a
double-click.
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SoftLab/Mic Block 3 - Search Criteria Tab
SoftLab/Mic Block 3 - Search Criteria Tab
Click on the slide to see a description of each
of the fields in the Call List window.
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SoftLab/Mic Block 3 - Search Criteria Tab
SoftLab/Mic Block 3 - Search Criteria Tab
Click on the slide to see a description of each
of the fields in the Call List window.

• Doctor
• This field displays the doctor ID.
• Enter a doctor ID to include only results
  associated with the specified doctor in the call
  list.
• Click the arrow button (or press F2) to select
  from a list of predefined doctors.

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SoftLab/Mic Block 3 - Search Criteria Tab
SoftLab/Mic Block 3 - Search Criteria Tab
Click on the slide to see a description of each
of the fields in the Call List window.

• Reg/Depot
• Displays the region or depot code.
• Enter a region or depot code to include only
  results associated with the specified
  region/depot in the call list.
• Click the arrow button (or press F2) to select
  from a list of predefined codes.

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SoftLab/Mic Block 3 - Search Criteria Tab
SoftLab/Mic Block 3 - Search Criteria Tab
Click on the slide to see a description of each
of the fields in the Call List window.

• All Inpatient Calls
• Click this check box to qualify all inpatient
  orders on the Call List.
• Inpatient calls are sorted by the patient's
  Ward/Clinic.
• Orders for one patient are grouped together.

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SoftLab/Mic Block 3 - Search Criteria Tab
SoftLab/Mic Block 3 - Search Criteria Tab
Click on the slide to see a description of each
of the fields in the Call List window.

• All Outpatient Calls
• Click this check box to qualify all outpatient
  orders on the Call List.

• Predefined test Calls
• Click this check box to qualify pre-defined
  Individual tests (as defined by Hosparams) on the
  Call List.

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SoftLab/Mic Block 3 - Search Criteria Tab
SoftLab/Mic Block 3 - Search Criteria Tab
Click on the slide to see a description of each
of the fields in the Call List window.

• Life threatening
• Click this check box to qualify orders with life
  threatening results (as defined under RBS Setup)
  on the Call List.

• Panic results
• Click this check box to qualify orders with at
  least one panic result on the Call List.

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SoftLab/Mic Block 3 - Search Criteria Tab
SoftLab/Mic Block 3 - Search Criteria Tab
Click on the slide to see a description of each
of the fields in the Call List window.

• Stat orders
• Click this check box to qualify orders with a
  Stat priority on the Call List.

• Pre-op orders
• Click this check box to qualify orders for
  Pre-op clinic patients on the Call List.
• Note Pre-ops checked in the Wards/Clinics
  setup file.

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SoftLab/Mic Block 3 - Search Criteria Tab
SoftLab/Mic Block 3 - Search Criteria Tab
Click on the slide to see a description of each
of the fields in the Call List window.

• Include calls from or last day(s)
• These options enable you to define calls
  received since a specific date, or within a set
  number of calendar days.
• Use the drop-down menus to populate these fields
  OR may be defaulted by Hosparam.

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SoftLab/Mic Block 3 - Search Criteria Tab
SoftLab/Mic Block 3 - Search Criteria Tab
Click on the slide to see a description of each
of the fields in the Call List window.

• Delete Test Button (F8)
• The Delete Test button enables you to delete
  test for a particular session.
• To delete tests for a particular session click
  Del. test F8, or press F8 and only tests which
  are now listed will qualify.

• Defaults (F9)
• The Defaults button enables you to restore your
  defaults.

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SoftLab/Mic Block 3 - Search Criteria Tab
SoftLab/Mic Block 3 - Search Criteria Tab
Click Search when you are finished reading this
slide.

• Search F12
• The Search button enables you to search for call
  requests. After you enter all applicable search
  criteria, click Search or press F12 to display
  the Results tab.
• This tab contains information about how many
  orders qualified for each condition you specified.

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SoftLab/Mic Block 3 - Search Criteria Tab
SoftLab/Mic Block 3 - Search Criteria Tab
Click this () sign to expand All outpatient
calls.
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SoftLab/Mic Block 3 - Search Criteria Tab
SoftLab/Mic Block 3 - Search Criteria Tab
In the actual module, this would require a
double-click.
Click this patient.
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SoftLab/Mic Block 3 - Search Criteria Tab
SoftLab/Mic Block 3 - Search Criteria Tab
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SoftLab/Mic Block 3 - Results Tab
SoftLab/Mic Block 3 - Results Tab
Click the Depot button to see its description.
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SoftLab/Mic Block 3 - Results Tab
SoftLab/Mic Block 3 - Results Tab
Click the Patient button to see its description.

• Depot (Sort by depot)
• The Depot button enables you to display orders
  to be called for one depot.
• Click the Depot button to display orders to be
  called for one depot.
• The list of depots displays (multisite only).
  Click the ( ) sign to open a region and
  double-click the desired order.

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SoftLab/Mic Block 3 - Results Tab
SoftLab/Mic Block 3 - Results Tab
Click the Ward button to see its description.

• Patient (Sort by patient)
• The Patient button enables you to display orders
  to be called for one patient.
• Click the Patient button to display orders to be
  called for one patient.
• The list of patients (arranged by MRN) displays.
  Click the ( ) sign to open a patient and
  double-click the desired order.

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SoftLab/Mic Block 3 - Results Tab
SoftLab/Mic Block 3 - Results Tab
Click the Doctor button to see its description.

• Ward (Sort by ward)
• The Ward button enables you to display orders to
  be called for one ward.
• Click the Ward button to display orders to be
  called for one ward. The list of wards displays.
• Click ( ) to open a ward and double-click the
  desired order.

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SoftLab/Mic Block 3 - Results Tab
SoftLab/Mic Block 3 - Results Tab
Click the Specimen button to see its description.

• Doctor (Sort by doctor)
• Click the Doctor button to display orders to be
  called for one doctor.
• The list of doctors displays.
• Click the ( ) sign to open a doctor and
  double-click the desired order.

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SoftLab/Mic Block 3 - Results Tab
SoftLab/Mic Block 3 - Results Tab
Click the Order button to see its description.

• Specimen (Sort by Specimen)
• The Specimen button enables you to display
  orders to be called for certain specimens.
• Click the Specimen button to display orders to
  be called for certain specimens.
• The list of specimens displays.
• Click the ( ) sign to open a specimen and
  double-click the desired order.

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SoftLab/Mic Block 3 - Results Tab
SoftLab/Mic Block 3 - Results Tab
Click on the slide to see begin seeing Patient
Information field descriptions.

• Order (Sort by order)
• Click the Orders button to display a list of
  orders to be called.
• The list of orders to call displays.
• Double-click the desired order.

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SoftLab/Mic Block 3 - Call List Screen Patient
Demographics
SoftLab/Mic Block 3 - Call List Screen Patient
Demographics
Click on the slide to see the other Patient
Information field descriptions.

• Billing - This field displays the patients
  billing number.
• Order - This field displays the patients order
  number.
• Sex - This field displays the patients gender.

• Patient Information
• Name (last, first, middle) - This field displays
  the patients full name.
• MRN - This field displays the patients MRN.

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SoftLab/Mic Block 3 - Call List Screen Patient
Demographics
SoftLab/Mic Block 3 - Call List Screen Patient
Demographics
Click on the slide to begin seeing the Call
Information field descriptions.

• Patient Information
• Age - This field displays the patients age.
• Ward - This field displays the ward associated
  with the patient.

• Room - This field displays the patients room
  number.
• Phone - This field displays the patients
  telephone number.
• More This button enables you to view
  additional patient information.

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SoftLab/Mic Block 3 - Call Information
SoftLab/Mic Block 3 - Call Information
Click on the slide to see the other Call
Information field descriptions.

• Call Information
• Call Info - This check box displays the
  condition, which qualified the order to be called
  (e.g., Preop, Marked, Specimen, Stat, Panic,
  Threat).

• Doctor - This field displays the doctor ID, last
  and first name, phone number, and extension
  number.
• Ward - This field displays the Clinic ID,
  location, phone number, and extension number.
• Call Comm - This field displays a free-text
  comment.

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SoftLab/Mic Block 3 - Call Information
SoftLab/Mic Block 3 - Call Information
Click on the slide to see the other Call
Information field descriptions.
Click on the slide to see the other Call
Information field descriptions.

• Call Information
• Called - This check box displays if the call has
  been completed. Select the check box or press the
  spacebar if the call has been completed, or clear
  the check box if the call has not been completed.
• Person/Msg - Click the arrow button (or press
  F2) to display a list of available codes or enter
  a free text message. Select an appropriate code
  to insert in this field. This field can be used
  for confirmation purposes (e.g., the person with
  whom you spoke).

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SoftLab/Mic Block 3 - Call Information
SoftLab/Mic Block 3 - Call Information
Click on the slide to see the other Call
Information field descriptions.

• Call Information
• Cancel Call - The Cancel Call button enables you
  to cancel the current call.
• To cancel the current call, click the Cancel
  Call button or press ALT N.

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SoftLab/Mic Block 3 - Call Information
SoftLab/Mic Block 3 - Call Information
Click on the slide to see the other Call
Information field descriptions.

• Call Information
• Order Comm - The Order Comm button enables you
  to add or view an order comment.
• Click Order Comm.
• The Order Comm window displays to enable you to
  enter a free-text comment or canned message.
• If a comment already exists for this stay
  record, a check mark displays on the Order Comm
  button.

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SoftLab/Mic Block 3 - Call Information
SoftLab/Mic Block 3 - Call Information
Click on the slide to see the bottom Call
Information field descriptions.

• Call Information
• Instructions - This button enables you to access
  the special calling instructions.
• Depending on the setup, this instruction window
  will open automatically.
• To reopen this window, click the Instruction
  button or click ALT C.

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SoftLab/Mic Block 3 - Call Information
SoftLab/Mic Block 3 - Call Information
Click here to add a successful call comment and
to check the Called box.
Notice the description of a non-answered call
attempt.

• Call Information
• Bottom Section of Window.
• These grids display a history of each call
  attempt until a successful call is made, as
  indicated by a check in the Called check box.
• There is no limit to the number of call history
  entries.

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SoftLab/Mic Block 3 - Call Information
SoftLab/Mic Block 3 - Call Information
Prior to clicking Print, click Save.
The completed Person/Msg has been entered and the
Called field checked.
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SoftLab/Mic Block 3 - Call Information
SoftLab/Mic Block 3 - Call Information
Select Instant Report.
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SoftLab/Mic Block 3 - Call Information
SoftLab/Mic Block 3 - Call Information
Select Fax To.
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SoftLab/Mic Block 3 - Call Information
SoftLab/Mic Block 3 - Call Information
We have selected a particular fax for you, click
OK.
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SoftLab/Mic Block 3 - Call Information
SoftLab/Mic Block 3 - Call Information
Click to deselect the check in the Match field.
You have just sent a fax to a number already
loaded in the system. We will now demonstrate how
to send a fax number that is not in the system.
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SoftLab/Mic Block 3 - Call Information
SoftLab/Mic Block 3 - Call Information
Select the Remote Printers tab.

• Ad Hoc Faxing
• Used for faxing to numbers not loaded into
  system (i.e. patients doctor back home, etc.)
• Uncheck the Match box and enter desired fax
  number
• Click OK

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SoftLab/Mic Block 3 - Call Information
SoftLab/Mic Block 3 - Call Information
Select the D02 option.

• Fax to Remote Printer
• Used for faxing to numbers not loaded into
  system (i.e. patients doctor back home, etc.)
• Uncheck the Match box and enter desired fax
  number
• Click OK

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SoftLab/Mic Block 3 - Call Information
SoftLab/Mic Block 3 - Call Information
Click OK.

• Fax to Remote Printer
• Used for faxing to numbers not loaded into
  system (i.e. patients doctor back home, etc.)
• Uncheck the Match box and enter desired fax
  number
• Click OK

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SoftLab/Mic Block 3 - Call Information
SoftLab/Mic Block 3 - Call Information
Click Save.

• Call Information
• Bottom Section of Window.
• These grids display a history of each call
  attempt until a successful call is made, as
  indicated by a check in the Called check box.
• There is no limit to the number of call history
  entries.

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SoftLab/Mic Block 3 - Call Information
SoftLab/Mic Block 3 - Call Information
Suggested SoftLab Block 3 Hands-On
Practice Order a test code and result with a
panic value Order a test code and mark it to be
called in Order Entry After documenting the call,
fax one of these call list orders to the
clinic/doctor
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SoftLab/Mic Block 3 - Summary and Hands On
SoftLab/Mic Block 3 - Summary and Hands On

• Objectives
• As a result of this module the student should
  demonstrate the following competencies
• State the conditions for an order to be called
• Utilize call list screens
• Perform call list data entry
• Add call comments
• Create a fax from a call list