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manual:diagnostics_testtemplates

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Diagnostic Test Templates

Diagnostic Templates are managed at two levels:

  1. User Level - Manage Diagnostic Test Templates, only available to users with Diagnostics/Reports permission set to “write”.
  2. Org level – Diagnostic Template Management Tab in Organisation Centre, functions as per other template management screens

User Level Diagnostic Test Templates

To access the Diagnostic Test Templates creation page, follow the link from the Pathology form.
Or from the Settings menu open Manage Diagnostic Test Templates

Click on Add New template

Give the template a name and select whether the template will be visible to your organisation, or only to yourself (select Available to Organisation - No for this option.)

In the template content area, start typing a diagnostic test name and select it from the list. Repeat this for each test you wish to include in the test template. This list is populated by the SNOMED CT database. The list also recognises common test name abbreviations in the search.

If a test you want to include is not found in the list, it may be added as a custom diagnostic test.
Click on Add New Custom Diagnostic Test
Enter the test name and click OK
NB: Record one test per entry - a comma separated list of tests is not valid.

When all of the desired tests have been added, one at a time, to the template, click Save

You will see the test available in the Templates list. you may modify the test properties and visibility at any time.

The test group will now appear in the Tests Required list.

Organisation Level Diagnostic Test Templates

In the Organisation Centre, select the Diagnostic Test Template Management Tab.

You will see two sections: Global Templates and Organisation Templates.

Global Templates

You will be able to see a list of Global Templates.
By default, your organisation will be subscribed to all global test templates.

NB: these global test templates were developed with reference to the RCPA Manual. They are not intended to be a definitive list of tests or test groups.
As individual organisation requirements vary according to location, service type and population please utilise organisation templates to create bespoke, relevant test templates for your users.

Review the list and identify any that you do not want your users to see or select.
Click Unsubscribe for that test template.

To subscribe to global templates click on Subscribe to Global Template. In a pop up window you will see a drop down list of the templates you are currently unsubscribed from. Select a template and click OK.

You will see the validation message advising that the template has been subscribed to.

Organisation Templates

This grid shows a list of all templates that have been created for or shared with the organisation. Templates highlighted in Yellow are owned by another user or organisation.

You can search the list using the keyword search field.

Click on Add New template

Give the template a name.

In the template content area, start typing a diagnostic test name and select it from the list. Repeat this for each test you wish to include in the test template. This list is populated by the RCPA test list database. The list also recognises common test name abbreviations in the search.

If a test you want to include is not found in the list, it may be added as a custom diagnostic test.
Click on Add New Custom Diagnostic Test
Enter the test name and click OK
NB: Record one test per entry - a comma separated list of tests is not valid.

When all of the desired tests have been added, one at a time, to the template, click Save

You will see the test available in the Templates list. you may modify the test properties and visibility at any time.

The test group will now appear in the Tests Required list.

manual/diagnostics_testtemplates.1551327666.txt.gz · Last modified: 2019/02/28 04:21 by sarahb