Set up Lab Tests

Menu path

Setup > Treatment and Tests > Lab Tests > Setup 

Set up a Lab Test

1. Navigate to the following path: Setup > Treatment and Tests > Lab Tests > Setup. 
2. In the toolbar, click  New > Lab Tests Name Setup.
3. In the Lab Tests Name Setup dialog, enter information in the following fields as appropriate:

• Is Active - Flag noting if the event is active. Defaults to checked when first created and saved.
• Is System - Flag noting if this is a system event.
• Description - The name of the results set that will appear on the entry of a Lab test.  When entering a test record in the Client module, the name you choose from the new manual event button is the name of the event, not this description.
• Lab Test Used For - The actual lab test category event the results are linked to.
• Shortcut Code - An ID field that makes the value unique in the table.  Also, typically what can be typed on the form instead of picking from the list to directly enter on the form.  Most common is gender; type F for Female or type M for Male.
• Standard Code - An additional code, not used anywhere in the software interfaces or reports, that can be used if your agency wants to have a different coding scheme for third-party reporting.
  For example: Maybe you need to report to a funder ethnicity different that how you track.
  • Code    Value               Stand   Gen
  • 01         Ethnic 1            A
  • 02         Ethnic 2                           A
  • 03         Ethnic 3                           B
    Not only can you report these with a different codes but you any also want to roll up values – 01 and 02 both being A can be reported as 1 using the code A.
• Generic Code - Another code that can be used internally for reporting purposes.
• Result Values - Area where you can enter specific values that will be used in the results pick list on the lab test entry form in the Client module.
  • Is Active - Flag noting if the event is active. Defaults to checked when first created and saved.
  • Is System - Flag noting if this is a system event.
  • Description - The name of the actual result the user will be recording.
  • Shortcut Code - An ID field that makes the value unique in the table.  Also typically what can be typed on the form instead of picking from the list to directly enter on the form.  Most common is gender; type F for Female or type M for Male.
  • Standard Code - An additional code, not used anywhere in the software interfaces or reports, that can be used if your agency wants to have a different coding scheme for third-party reporting.
    For example:Maybe you need to report to a funder ethnicity different that how you track.
    • Code    Value               Stand   Gen
    • 01         Ethnic 1            A
    • 02         Ethnic 2                           A
    • 03         Ethnic 3                           B
      Not only can you report these with a different codes but you any also want to roll up values – 01 and 02 both being A can be reported as 1 using the code A.
• Generic Code - Another code that can be used internally for reporting purposes.

4. Click Save.