| Standard Order Category: | Category 2 |
| Who should fulfill this SO? | SO Analyst |
| Link to the SO request form: | http://communitysystems.vch.ca/published/UR_-_Pathology_Investigation_(VCH).pdf |
Reminder to please follow the Standard Order Guidelines on top of the specific instructions outlined below.
Background
Prerequisite: Requester to Complete the SO Request Form
Prerequisite: Approval from Clinical Informatics
Fulfillment Instructions
Add New Investigation
Modify Existing Investigation Name
Background
This Standard Order covers adding a Pathology Investigation or modify an existing Pathology Investigation name (NOT the Short Name).
Prerequisite: Requester to Complete the SO Request Form
If a request was received for this Standard Order but without using the SO request form, send the form's URL link to the requester. After receiving the form submission, ensure all the mandatory fields are completed before proceeding. If not, discuss further with the requester.
Prerequisite: Approval from Clinical Informatics
Clinical Informatics approval is required. Once the requester has completed the SO request form, copy and paste the below to an email, replace #VALUE# with the appropriate information, then ensure the PDF is attached to the email before sending:
Email Subject: For SO Approval: SO016 Pathology Investigations
Email Body:
Hello CSSEs,
Can you please review and approve this SO submitted by #VALUE = requester name# from POS #VALUE = POS code#? Please see attached form completed by the requester.
Thanks
After sending the email:
- Set the JIRA status to Waiting for Approval
- Create a subtask for SO016 CIS Approval for EMR-XXXXX, where EMR-XXXXX is the JIRA ID. Assign it to the person the email was sent to
Fulfillment Instructions
Create a subtask for SO016 Implementation for EMR-XXXXX, where EMR-XXXXX is the JIRA ID. Assign it to yourself. Note: do not create this subtask earlier while waiting for CIS Approval; create it only once CIS has approved. If this is not followed, this will report inaccurate metrics for the monthly performance reports.
Add New Investigation
- Sign into EMR DEV using an account with a Sys Admin or Support Analyst role
- Go to Maintain > Investigations > Reference List to open the Investigations window
- Select appropriate department from the Department dropdown list
- Click New button in the Investigation toolbar
- Enter new name text in the Name field and Short Name field
- Tick Preferred checkbox
- Click OK button to save it
- Do a quick to check to ensure the Investigation is visible
- If all is good, proceed to do the same change into Profile EMR Production
- Contact the requester regarding the request's completion
- Complete deployment steps in VTM. This will ensure the Self-Training environment contains this work upon next refresh. Use the generic ADMIN user account to do so.
Modify Existing Investigation Name
- Sign into EMR DEV using an account with a Sys Admin or Support Analyst role
- Go to Maintain > Investigations > Reference List to open the Investigations window
- Select appropriate department from the Department dropdown list
- Find the investigation that needs to be modified, then double-click it to edit it
- Replace the value in the Name field. Note: do NOT update the Short Name field
- If not already ticked, tick Preferred checkbox
- Click OK button to save it
- Do a quick check to ensure the changes are visible
- If all is good, proceed to do the same change into Profile EMR Production
- Contact the requester regarding the request's completion
- Complete deployment steps in VTM. This will ensure the Self-Training environment contains this work upon next refresh. Use the generic ADMIN user account to do so.