Test Group Management

From the Test Group List Management screen, a user can manage preferred or frequently used test groups by Facility, Caregiver, and Client ID.  The test group allows the user to build a group of tests that can be orders under one test name.  Often the test associated in one group are done at the same time.  By utilizing a test group a user can quickly order multiple test just by selecting a test group instead of selecting many tests.

An admin user can create, modify and delete Facility, Caregiver, and Client ID preference lists.

Facility Test Group

A Facility test group is a list of tests that are grouped together and can be order by a particular practice facility.

Caregiver Test Group

A Caregiver test group is a list of tests that are grouped together and can be ordered by a particular provider.

Client ID Test Group

A Client ID test group is a list of test that are grouped together and can be order by a particular practice.  Typically, a Client ID and Facility are one-to-one.  Unless explained during the initial setup a practice will build Facility Test Groups instead of Client ID Test Groups.

To create a new preference list click the Create New button. This brings up the Create New Test Code Preference List window.

Create a Facility Test Group

Complete the Step 1 and Step 4 sections to create a Facility Test Group.

• All fields in Step 1 with a blue dot next to them are required to save the test group.
• In the Step 4 Section the admin user will need to search for the applicable test for the test group.
• Clicking on the Search icon will open the Test Code Search window where the admin can search the selected Lab’s (as defined in Step 1) available tests.  It is recommend to search by description as this will help bring more results under the Step 2 section of the Test Code Search window.

• Once the results have been displayed the admin user can select one or many tests and then click the Use Selected button to add the test to the test group.

• A user can keep searching for and adding other tests in the Test Code Search window until all tests have been selected for their desired test group.

Create Client ID or Caregiver List

To create a Client ID or Caregiver list Complete Steps 1, 2, and 4.

• All fields in Step 1 with a blue dot next to them are required to save the test group.
• In Step 2 the Admin user will select Client ID or Caregiver and select the applicable Client ID or Provider.
• Clicking on the Search icon  will open the Test Code Search window where the admin can search the selected Lab’s (as defined in Step 1) available tests.  It is recommend to search by description as this will help bring more results under the Step 2 section of the Test Code Search window.

• Once the results have been displayed the admin user can select one or many tests and then click the Use Selected button to add the test to the preference list.

• A user can keep searching for and adding other tests in the Test Code Search window until all tests have been selected for their desired preference list.

Edit/Delete a Test Group

To edit a Test Group list click on the applicable link under the Group Name column in the Facility, Caregiver, or Client ID sections.  Clicking on the link brings up the Test Group Details window.

• From this window an Admin user can edit or modify the Test Group Name, Description, and the tests associated to the test group.
• To delete a Test Group list select the group you want to delete and click the Delete button for the section the select list belongs to.
  • WARNING! Once you delete a Test Group it is permanently deleted from the system.