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Atellica® Data Manager Review and Edit Sample Search and Overview Job Aid

Atellica® Data Manager Review and Edit Sample Search and Overview Job Aid

This job aid provides instructions on how to search for samples utilizing Review and Edit.

Atellica® Data Manager – SIEMENS Healthineers Review and Edit Sample Search and Overview Sample Search using Review and Edit Sample Query Basic Sample Query Advanced Sample Query 1. From the Command bar, select Review and Edit Sample ID Minimal Status Minutes Related Sample Requests Maximal Status Minutes LIS Channel Physician Identifier Review and Edit LAS Flag Reject Results Physician Last Name At least one request in status Patient Location 2. Enter the appropriate parameters to narrow the Minimal Status - (Pending) Slide Request Not required search Maximal Status (Omitted) Aspirated From Minimal Priority Aspirated To • Status is preselected as Review Test Group Last Instrument Rack 3. Select OK to apply the query and display the Test LAS Status Needs Upload Collected From Check LAS Update Required Review and Edit window Collected To LAS Channel • Double click on a test line to open the Request Species Not Reported window displaying test and sample information Patient Identifier Entering Organization Patient Last Name Filter and result details Type Max Sample Count Instrument Group Sort Criterion Sample ID Instrument Only search targeted samples OK Cancel 1 Effective Date: 18-Mar-2021 | HOOD05162003178750 Unrestricted © Siemens Healthineers, 2021 Atellica® Data Manager – SIEMENS Healthineers Review and Edit Sample Search and Overview Review and Edit Overview Atellica . Data Manager VM-TST-ADMAG EO angle Query Browser Review and Edit Arentos Traceastity ... A. Information and warnings area: Review and Edt Sample Query: Samples with Sample ID "AA-Previous Patient_Runs a M Request Options From Pending', Te Uploaded Operator name and time: if an operator views a A Detail • Basic Advanced LAS Sample 10 AA PREVIOUS PATIENT RUNS_A DOB 26/10/1965 Priority ASAP Sample lenages sample opened by another operator in the Review Patient ID BA20191024143117124 Sex Female Collection Time 24/10/2019 14:31:17 Comment Hemimage Patient Name Buer Dani Apel Age 33 Patient Location URG Patient Comment and Edit tab or Diff pad, Atellica DM displays the CBC COFF RTC Images Request Options V Test Current Unit Norm Current DIT Previous Run Previous DIT NS DS Instrument TAT operator that is currently viewing the sample and WBC REV 6.4 4 80-10 8 24/10/2012 14 31 646 24/10/2019 14:31 Atva2120_1 RBC REV 5.45 24/10/2019 14 31 4 46 24/10/2019 14 31 Adv 2120_1 since when HOB REV 300 24/10/2019 14:31 24/10/2019 14 31 Advia2120_1 Comments and Flags HCT REV 1 34310 17.0 52 0 24/10/2019 14 31 24/10/2019 54 31 • Sample document : indicates the sample has Omplay Per Single Test UCV REV 244 24/10/2019 14.31 24/10/2019 14:31 Ava2120_1 Result Comments LICH REV 6 337 27.0-310 24/10/2019 14 31 7.75785 24/10/2019 1431 associated documents or images (e.g. Cellavision) ANISO LICHC REV 257 80 33097.0 24/10/2019 14:31 315:36 26/10/2019 14:31 Uleknown eesuft choice (For seit"ANISO'" result choice 3.48 a CHCM REV 31097.0 24/10/2059 14:31 €40 24/10/22099 14.31 Bopal Legal choices bre • Sample flag : indicates that at least one request ROW REV 4 .46 41.5-145 24/10/2019 14 34 26/10/2099 14:31 Adva2120 1 107086m HCVAR Unknown Best choice CH REV 048 27.0-310 24/10/2019 14:31 24/10/2019 14 31 AM2120_1 (For sest HICVAR", reso choice "3.46" is for the sample has a result flag. View associated V REV 3.45 2 20-3 20 24/10/2019 14:31 1 46 24/10/2019 14:31 Adv2120_1 Flags PLT REV 646 130-40 24/10/2019 14 31 flags in the Details panel 24/10/ 2019 14:31 Advia2120_5 M MPY REV 3.4 24/10/2019 14:31 24/10/2019 14:31 Adva2120 1 • Sample warning : indicates the sample is Select lleve Sorot 7 EGt Mode Samples meeting criteria 1 Of Pad marked for deletion ? sysmak Systemmanage Thursday, October 1. 2020 - 19 27 iExpert button i • : displays any rules samples may trigger and provides access to suggested actions based on the triggered rules • Custom functions button : provides single- 2 select access to custom functions operators can Effective Date: 18-Mar-2021 | HOOD05162003178750 apply to the current sample, if applicable Unrestricted © Siemens Healthineers, 2021 Atellica® Data Manager – SIEMENS Healthineers Review and Edit Sample Search and Overview Review and Edit Overview (continued) Atellica . Data Manager VM-TST-ADM AGE EO Langle Query Browser Review and Est Arenice Traceability B. Sample and patient details Review and Edt x 17. Sample Quiry. Samples with Sample ID"AA_Previous_Patient_Puns_af, M Request Options From Pending', Te Uploaded • Basic: displays sample and patient Details Basic Advanced C LAS Sample 10 AA PREVIOUS PATIENT RUNS_A DOB 26/10/1985 Priority ASAP Sample B Images demographics Patient ID BA20191024143117124 Sex Female Collection Time 24/10/2019 14 31:17 Comment Hemimage Patient Name Buer Dans Apel Age 33 Patient Location URG Patient Comment • Advanced: displays additional demographics CBC COFF RTC Images 10.2 Request Options - V Test Current Unit Norm Current DIT Previous Run Previous DIT NS DS Instrument TAT • LAS: displays information specific to lab WBC REV .4 $ 80-108 24/10/2019 14:31 646 24/10/2019 14:31 Av82120 V RBC REV 5.45 24/10/2019 14 31 24/10/2019 14:31 Advi:2120_1 automation V HOB 24/10/2059 14:31 24/10/2019 14 31 Comments and Flags V HOT V 1 34390 37 0 62 0 24/10/2019 14:31 24/10/2019 54 31 C. Request Options slide-out panel: apply Onplay Per Single Test V UCV REV 244 24/10/2019 14 31 24/10/2019 14 31 Adva2120_1 Result Comments MICH REV 6337 27.0310 24/10/2019 14:31 7.75785 24/10/2019 14:31 additional filter criteria to the sample query ANISO V MICHC REV 257 00 330-37.0 24/10/2019 14:31 315:36 24/10/2019 14:31 Uleknown eesuit choice (For sest"ANISO'" rest choice 3.48 a V CHCM REV 24/10/2059 14:31 26/10/2019 14.31 Ava2120 5 Sopal Legal choices are results set 33 0970 ROW REV 4 46 41.5-145 24/10/2019 14 31 20/10/2099 14:31 HCVAR Urknown Best choice CH REV 046 27/0-310 24/10/2019 14:31 24/10/2019 1431 AM2120_1 (For sest HICVAR", result choice "3. 40" is V REV 3.48 2 20-3 20 24/10/2019 14:31 24/10/2019 14:31 Flags PLT REV 130-400 24/10/2019 14:31 7 40 24/10/2019 14 31 Advia2120.5 MI MPV REV 3.4 24/10/2019 14:31 24/10/2019 14 31 Adva2120 1 Select Revis Sorot Revit Samples meeting criteria 1 De Pad ? sismak Systemmanage Thursday, October 1, 2020 - 19: 27 3 Effective Date: 18-Mar-2021 | HOOD05162003178750 Unrestricted © Siemens Healthineers, 2021 Atellica® Data Manager – SIEMENS Healthineers Review and Edit Sample Search and Overview Review and Edit Overview (continued) Atellica . Data Manager VM-TST-ADM DOE EO EO Sangle Query Browser Review and Est Arenice Traceability D ... D. Details slide-out panel: collapsible content Review and Edt x 7. Sample Quiry: Samples with Sample ID "AA Previous_Patient_Runs.a. M. Request Options From Pending', To Uploaded EO sections that display additional sample and test Details Basic Advanced LAS Sample 10 AA_PREVIOUS_PATIENT_RUNS_A DOB 26/10/1985 Priority ASAP pie Images information Patient ID BA20191024143117124 Sex Female Collection Time 24/10/2019 14:31:17 Comment Hemimage Patient Name Buer Dans Apel Age 33 Patient Location URG Patient Comment • Images: displays any images associated with CBC COFF RTC Images Request Options V Test Current Unit Norm Current DVT Previous Run Previous DIT NS DS Instrument TAT the current sample WBG REV $ 80-108 24/10/2019 14:31 646 24/10/2019 14:31 A#82120 RBC REV 5.45 24/10/2019 14 31 24/10/2019 14:31 Advi:2120_1 • Display Per single Test checkbox: enables HOB 24/10/2059 14:31 24/10/2019 14 31 Comments and Flags NOT V 1 34390 37 0 62 0 24/10/2019 14:31 1 00716 24/10/2019 54 31 viewing only the flags associated with the Onplay Per Single Test E UCV REV 244 24/10/2019 14 31 24/10/2019 14:31 Adva2120_1 Result Comments REV 6337 27.0310 24/10/2019 14:31 7.75785 24/10/2019 1431 selected request and also enables operators to ANISO LICHC REV 257 801 330-37.0 24/10/2019 14:31 315:36 24/10/2019 14:31 Uleknown eesut choice (For seit"ANISO'" result choice 3.48 a CHCM REY 24/10/2059 14:31 24/10/2019 14.31 Ava2120 5 Sopal Legal choices are then edit user comments in the Result ROW REV 4 46 41.5-145 24/10/2019 14 31 20/10/2099 14:31 HCVAR Urknown Best choice CH REV 046 27/0-310 24/10/2019 1431 AM2120_1 (For seit NICVAR", nesoit choice "3.46"is Comments text box 24/10/2019 14:31 V REV 3.48 2 20-3 20 24/10/2019 14:31 24/10/2019 14:31 Adva2120_1 Flags V PLT REV Result Comments: displays all current result 130-400 24/10/2019 14:31 7 40 24/10/2019 14 31 Advia2120.5 • MPV REV 3.4 24/10/2019 14:31 24/10/2019 14 31 Adva2120 1 comments for the current sample Select Rev Sorot Revert Samples meeting criteria 1 De Pat • Flags: displays all flags for the current sample ? sismak Systemmanage Thursday, October 1, 2020 - 18 27 and indicates the tests the flags apply to E. Request browser: displays test requests for a given sample in the results set, grouped in tabs by test group 4 Effective Date: 18-Mar-2021 | HOOD05162003178750 Unrestricted © Siemens Healthineers, 2021 Atellica® Data Manager – SIEMENS Healthineers Review and Edit Sample Search and Overview Review and Edit Request Browser Overview Review and Edit x • V : indicates selected items Y Sample Query: Samples with Minimal status 'Review', Maximal status 'Review' Request Options: From 'Pending', To "Uploaded" Details Basic • Test: requested test Advanced LAS Sample ID AAA20181114071920_1 DOB 23/10/1975 Priority Routine Sample Images Patient ID AAA20181114071920_1 Sex Female Collection Time 14/11/2018 09:30:25 Comment HemImage • Sts: status of the request Patient Name Sorensen, Bradley, Loren Age 43 Patient Location URG Patient Comment Current: current result value CBC Images TG 2 • Request Options Ifi Test Sts Current Unit Norm Current D/T F Previous Run Previous D/T NS DS QS IS Instrument TAT • Yellow background: absolute value of WBC REV 15 x10^3/u 4.80-10. 14/11/2018 07:19 Advia2120_1 1M 18d15h5m ... M RBC REV 20 x10^6/uL 12 14/11/2018 07:19 Advia2120_1 1M18d15h5m ... accumulated severities are equal to 1 Comments and Flags Orange background: absolute value of Display Per Single Test • Result Comments accumulated severities are equal to 2 • Red background: absolute value of accumulated severities greater than or equal to 3 OR when Flags the patient result generates a Type error, which Select Review Validate Rerun Revert Rerun All occurs when the patient result cannot be Edit Mode Samples meeting criteria > 100 Diff Pad View Previous Upload All converted to the datatype of the corresponding test Note: The Current column background colors (yellow, orange and red) are default Unit: unit of the current result colors. To customize severity colors navigate to Menu > System • Management > Customize > Severity colors configuration. 5 Effective Date: 18-Mar-2021 | HOOD05162003178750 Unrestricted © Siemens Healthineers, 2021 Atellica® Data Manager – SIEMENS Healthineers Review and Edit Sample Search and Overview Review and Edit Request Browser Overview (continued) Review and Edit x Y Sample Query: Samples with Minimal status 'Review', Maximal status 'Review' Request Options: From 'Pending', To "Uploaded" Details Basic Advanced • Norm: normal range of acceptable values LAS Sample ID AAA20181114071920_1 DOB 23/10/1975 Priority Routine Sample Images Patient ID AAA20181114071920_1 Sex Female Collection Time 14/11/2018 09:30:25 Comment HemImage Current D/T: date and time of the current result Patient Name Sorensen, Bradley, Loren Age 43 Patient Location URG Patient • Comment CBC Images TG value Request Options Test Sts Current Unit Norm Current D/T F Previous Run Previous D/T NS DS Qs IS Instrument TAT • F: a checkmark indicates that a flag is available. WBC REV 15 x10^3/UL 4.00-10.0 14/ 1 1/ZUTO 07. 15 Advia2120_1 1M 18d15h5m ... M RBC REV 20 x10^6/uL 14/11/2018 07:19 Advia2120_1 1M18d15h5m ... Expanded text associated with the flag is displayed Comments and Flags Display Per Single Test in the Flags area in the Details slide-out panel Result Comments • Previous Run: previous run result value • Previous D/T: date and time of the previous run for this request Flags NS: normal severity value indicating the degree to Select Review Validate Rerun Revert Rerun All • Samples meeting criteria > 100 Diff Pad View Previous which a result is out of the normal range Edit Mode Upload All • DS: delta norm severity value indicating the failure of a delta check • QS: QC severity value indicating the violation of QC rules 6 Effective Date: 18-Mar-2021 | HOOD05162003178750 Unrestricted © Siemens Healthineers, 2021 Atellica® Data Manager – SIEMENS Healthineers Review and Edit Sample Search and Overview Review and Edit Request Browser Overview (continued) Review and Edit x Y Sample Query: Samples with Minimal status 'Review', Maximal status 'Review Request Options: From 'Pending', To "Uploaded" Details Basic Advanced • IS: instrument severity value indicating the LAS Sample ID AAA20181114071920_1 DOB 23/10/1975 Priority Routine Sample Images Patient ID AAA20181114071920_1 Sex Female Collection Time 14/11/2018 09:30:25 Comment HemImage presence of an instrument flag Patient Name Sorensen, Bradley, Loren Age 43 Patient Location URG Patient Comment CBC • Yellow background: severity value is equal to 1. Images TG 2 Request Options Test Sts Current Unit Norm Current D/T F Previous Run Previous D/T NS DS QS IS Instrument TAT Slightly outside the normal range; not critical WBC REV 15 x10^3/UL 4.80-10. 14/11/2018 07:19 Advia2120_1 1M 18015h5m .. M RBC REV 20 <10^6/uL 2 14/11/2018 07:19 Advia2120_1 1M18d15h5m ... (previously green in CentraLink™ Data Comments and Flags Display Per Single Test Management System) Result Comments • Orange background: severity value is equal to 2. Moderately outside the normal range; not critical (previously yellow in CentraLink Data Flags Management System) Select Review Validate Rerun Revert Rerun All Edit Mode Samples meeting criteria > 100 Diff Pad View Previous Red background: severity value is greater than Upload All • or equal to 3 indicating severe severity outside of normal range; critical • Instrument: instrument delivering the current result or the target instrument • TAT: turnaround time 7 Effective Date: 18-Mar-2021 | HOOD05162003178750 Unrestricted © Siemens Healthineers, 2021 Atellica® Data Manager – SIEMENS Healthineers Review and Edit Sample Search and Overview Result Actions in Review and Edit Review and Edit x • Select: enables operators to select results by status Y Sample Query: Samples with Minimal status 'Review', Maximal status 'Review Request Options: From 'Pending', To "Uploaded" Details for quicker dispositioning Basic Advanced LAS Sample ID AAA20181114071920_1 DOB 23/10/1975 Priority Routine Sample Images Patient ID AAA20181114071920_1 Sex Female Collection Time 14/11/2018 09:30:25 Comment HemImage Patient Name Sorensen, Bradley, Loren Age 43 Patient Location URG Patient • Pending • Uploaded Comment CBC Images TG 2 Rerun • None Request Options • Test Sts Current Unit Norm Current D/T F Previous Run Previous D/T NS DS QS IS Instrument TAT • Scheduled All WBC REV 15 x10^3/UL 4.80-10. 14/11/2018 07:19 Advia2120_1 1M 18d15h5m ... • M RBC REV 20 <10^6/uL 2 14/11/2018 07:19 Advia2120_1 1M18d15h5m ... Review Invert Comments and Flags • • Display Per Single Test • Validated Result Comments Note: Once an operator selects a status, the selection persists across samples, system refresh, newly Flags opened Review and Edit browsers and operator Select Review Validate Rerun Revert Rerun All sessions. Edit Mode Samples meeting criteria >100 Diff Pad View Previous Upload All • Edit Mode: enter or update result values for requests directly from the Current column • Counter: a dynamic sample count that displays the number of samples that meet the selection criteria • Scroll/Validate: scroll through then validate all selected requests 8 • Operators can only validate tests in Review status Effective Date: 18-Mar-2021 | HOOD05162003178750 Unrestricted © Siemens Healthineers, 2021 Atellica® Data Manager – SIEMENS Healthineers Review and Edit Sample Search and Overview Result Actions in Review and Edit (continued) Review and Edit x • Rerun, Rerun All: submit selected tests or all Y Sample Query: Samples with Minimal status 'Review', Maximal status 'Review Request Options: From 'Pending', To "Uploaded" Details displayed tests for repeat processing and change Basic Advanced LAS Sample ID AAA20181114071920_1 DOB 23/10/1975 Priority Routine Sample Images Patient ID AAA20181114071920_1 Sex Female Collection Time 14/11/2018 09:30:25 Comment HemImage the status of the tests from Review to Rerun Patient Name Sorensen, Bradley, Loren Age 43 Patient Location URG Patient Comment CBC Images TG 2 • Revert: revert all selected requests to the result of Request Options Test Sts Current Unit Norm Current D/T F Previous Run Previous D/T NS DS QS IS Instrument TAT the previous run WBC REV 15 x10^3/UL 4.80-10. 14/11/2018 07:19 Advia2120_1 1M 18d15h5m ... M RBC REV 20 <10^6/uL 2 14/11/2018 07:19 Advia2120_1 1M18d15h5m ... • Operators can only revert samples in Review Comments and Flags status that have previous results Display Per Single Test Result Comments • Diff pad: opens the Diff pad window for the current sample View Previous: view previous samples of the Flags • patient or previous runs of the sample Select Review Validate Rerun Revert Rerun All Upload All: upload all visible tests in Validated Edit Mode Samples meeting criteria > 100 Diff Pad View Previous Upload All • status to the LIS 9 Effective Date: 18-Mar-2021 | HOOD05162003178750 Unrestricted © Siemens Healthineers, 2021 Atellica® Data Manager – SIEMENS Healthineers Review and Edit Sample Search and Overview Common Right Click Menu Options Review and Edit x • Advanced rerun: allows the targeting of a specific Sample Query: Samples with Minimal status 'Review', Maximal status 'Review' Request Options: From 'Pending', To 'Uploaded' instrument for rerun on the selected test Basic Advanced LAS Omit: removes the selected order Sample ID AAA20191024143418_100 DOB 07/05/1989 Priority Routine Sample • Patient ID AAA20191024143418 100 Sex Female Collection Time 24/10/2019 09:30:25 Comment Patient Name Tinsley, Tracie, Danny Age 30 Patient Location URG Patient • Related > Results: displays all results, date, time Comment and instrument for the selected test CBC Images TG_2 • Related > Document: displays any associated Request Options V Test Sts Current Unit Norm Current D/T F Previous Run Previous D/T documents for the sample WBC Advanced rerun Dispatch to LAS 24/10/2019 14:35 ? • Revert: enables selecting a final result from a list of V RBC Edit result comment 24/10/2019 14:35 results for the selected test Invalidate Omit • Unschedule: changes the selected order status to Revert Set as informational pending making it available to be run on another View result instrument View QC Unschedule View QC: enables viewing of quality control of the Set auto dilution • Related selected test Remove pending instrument cancel messages Set target instrument Set routing cluster 10 Effective Date: 18-Mar-2021 | HOOD05162003178750 Unrestricted © Siemens Healthineers, 2021 SIEMENS Healthineers Please note that the learning material is for training purposes only! For the proper use of the software or hardware, please always use the Operator Manual or Instructions for Use (hereinafter collectively “Operator Manual”) issued by Siemens Healthineers. This material is to be used as training material only and shall by no means substitute the Operator Manual. Any material used in this training will not be updated on a regular basis and does not necessarily reflect the latest version of the software and hardware available at the time of the training. The Operator's Manual shall be used as your main reference, in particular for relevant safety information like warnings and cautions. Note: Some functions shown in this material are optional and might not be part of your system. Certain products, product related claims or functionalities (hereinafter collectively “Functionality”) may not (yet) be commercially available in your country. Due to regulatory requirements, the future availability of said Functionalities in any specific country is not guaranteed. Please contact your local Siemens Healthineers sales representative for the most current information. The reproduction, transmission or distribution of this training or its contents is not permitted without express written authority. Offenders will be liable for damages. All names and data of patients, parameters and configuration dependent designations are fictional and examples only. All rights, including rights created by patent grant or registration of a utility model or design, are reserved. Atellica and all associated marks are trademarks of Siemens Healthcare Diagnostics Inc. or its affiliates. All other trademarks and brands are the property of their respective owners. Product availability varies by country and is subject to varying regulatory requirements. Please contact your local representative for availability. Copyright © Siemens Healthcare GmbH 2021 Siemens Healthineers Headquarters Siemens Healthcare GmbH Henkestr. 127 91052 Erlangen, Germany Telephone: +49 9131 84-0 siemens.com/healthineers 11 Effective Date: 18-Mar-2021 | HOOD05162003178750 Unrestricted © Siemens Healthineers, 2021

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