How to manage case records (patients, animals...) in LSM? - LabCollector

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How to manage case records (patients, animals…) in LSM?

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Summary

LSM (Lab Service Management) add-on in LabCollector is used for creating and executing tests (Jobs) in testing laboratories.
Case records can be linked to any custom modules like Patients or Animal modules, etc.
You can use the below example as per your lab requirement.

For example, test labs can organize their patient records to create tests for each patient.

In this scenario to add patient records to the LSM test, you need to enable the “case record option” to follow the steps below.
A) Activating “Case Record” in LSM by three steps:-

1. Selecting the LabCollector module
2. Creating a gender field
3. Creating a Date of Birth field

B) Adding case records in LSM job
C) Adding case record in LSM report


A) Activating “Case Record” in LSM

To enable the case record option go to LSM->ADMIN->PREFERENCES->CASE RECORD

The dropdown list for points 1, 2, and 3 are explained below in separate sections.

LSM v4.011 has new fields enabled for case record.

  • 1. Switch on this option if you want to enable case record option.
  • 2. You can link any Custom module here. See section 1 below.
  • 3. Here you can choose field with the name of the record plus any custom field that you require, for example if its a patient custom module then Patient name+ address location, etc. These fields can be created in the custom module.
    * The field type: ‘date’, ‘datetime’, ‘time’, ‘decimal’, ‘field’, ‘select’ can be created and connected into the case record.
  • 4. The Gender field is the same as the old version which is described below. See section 2 below.
  • 5. The field Date of Birth is same as the old one. See section 3 below. 
  • 6. Here you can add an email where you would like to send email with the token number to view the report when it is finished.
    *The email can be entered in the custom field made in custom module. For example, this can be email of a patient, and when the job is created, automatically the patient will receive a token number that he can use to access the test report.
    *Please see our KB to check how to use token to access report.
  • 7. a. The first checkbox is to send an email with the token, when the job is created.
        b.  The second checkbox is to send a notification of results ready, with a link to LSMRemote.
    *Due to HIPAA/
    confidentiality, we cannot directly send the report to the patient for example.
  • 8. Here you can out the URL to your LSMRemote
  • 9. Sharing option is to allow requesters to not select the case records of other requesters or to share case records with all requesters. 
    *Remember there can be many requesters in LSM add-on. The option either gives access to all requesters to case records.
  • 10. Save when you are done with the settings.

 

1) Selecting the LabCollector module

  • For the drop-down list to appear in the first option in the above image you need to create a custom module in LabCollector.
  • For example, if you want to create tests for patients in LSM you need to create a custom module called “Patient” in LabCollector.
  • Check our Kb on how to create a custom module.
  • To create a new custom module go to Admin–>Data–>Custom modules
  • The custom module will appear in the modules tab on the homepage of your LabCollector.
  • This module will appear in the first option of the case record.

Note: All the custom modules will be seen in the drop-down list. For simplification, we have given an example of Patient custom module.

2) Creating a “Gender” custom field

  • To create a drop-down in the second “Gender” option, you need to create a custom field in the custom module you made before.
  • Check our KB to see how to create a custom field.
  • To create a custom field go to Admin–>Data–>Custom fields
  • The custom field will be created as a select type list where you can choose the gender from the list. 
  • This custom field will be seen in the custom module you created.
  • You can either create values by writing “Female” or “F” or “Male” or “M”.
  • This gender custom field will now be visible in the dropdown of the second option of the case record.

Note:  You can add any field that is required. The field with the “select list type” will appear here. 

      3) Creating a “Date of Birth” custom field

  • For the third field in the case record “Date of Birth” option. You will need to create a custom field for the date of birth with the field type is a date.
  • Check our KB to see how to create a custom field.
  • To create a custom field go to Admin–>Data–>Custom fields

  • This field will be seen in the record in the custom patient module.

  • This date of birth custom field will now be visible in the dropdown of the second option of the case record in LSM.
  • Note:  You can add any custom field here as long as it is a “date” field type.

2. Adding case records in LSM job

  1. To do so go to LSM–>Job–>Add Job.
  2. Check our KB on how to create and execute a job in LSM.
  3. When you create a new job, you will see the case record option like below
  4. Here you can either select the patient you created in the Patient Module or create a new one here by clicking the “+” sign.
  5. In both cases, the information will automatically appear below as this information will be imported from the Patient record.
  6. This way you can manage patient records for all your tests easily using case records option in LSM for performing the test.

3. Adding case record in LSM report

  1. In LSM you can create a report for the test (job) that is finished.
  2. Check our KB on how to create reports in LSM and how to generate a report in LSM after the job is finished.
  3. When you create a report template, use the dynamic fields “##case_record##”, “##case_dob##” and “##case_gender##” under the Patient information section to automatically display these values.
  4. When you select to create a report for a finished job you will see their patient record like below.

 

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