Add a Lab Panel

Lab panels may consist of zero-to-many lab tests.  Establishing commonly-ordered lab panels at the global level (in the Administration > Sites component) expedites study-specific lab setup (in the Lab > Configure component) by allowing a user to import panels from the compendium rather than creating from scratch for each study.  This strategy is particularly useful when the contents of a panel rarely change on a per study basis - such as a Urine Drug Screen.  The contents of a lab panel are limited to the lab tests established in the global compendium.  When adding a new lab panel, the following fields are available to the user:

• Name: Name of the lab panel.

• Order ID: Unique identifier for the lab panel; to be used for panel identification by the reference lab in scenarios where the contents of a lab panel are agreed upon by the site and the reference laboratory.  If this is the case, lab tests do not need to be added to the panel.

• Order Addition:  An additional metadata field which can be leveraged for orders or labels.

• Specimen Container:  The required container into which a sample must be collected for the given panel.  If a lab panel consists of tests with different container types, each container will need to be verified during data collection.

• Category:  Defines the nature of the sample (i.e. urine, blood, serum) to be collected for the given test.  If a category is established at the panel level, only lab tests that share the same category as the panel may be added.

• Lab Tests:  Specifies the lab tests to be contained in a panel.  Tests added to a panel must share the same category type as the panel.  

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Edit a Lab Panel

All lab panel fields may be edited at any time.  Lab panel edits made in the Administration > Sites component will not push through to the study-specific setup in the Lab > Configure component.  This is distinct from lab test edits, which do in fact push through.

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Delete a Lab Panel 

A lab panel may be freely deleted at any time, regardless of its use as part of a study-specific setup in the Lab > Configure component.  This is distinct from lab test deletion, where deletion is prohibited once a test is used as part of study-specific configuration.

Archive a Lab Panel

As a less permanent alternative to deletion, lab panels may be archived at any point in time to prevent future use.  Archived lab panels are not eligible for importation into the study-specific Lab > Configure component.  However, if a global lab panel has already been imported into study-specific setup, archiving the panel in the Administration > Sites component will not remove the panel from the Lab > Configure component.

Archived lab panels may be unarchived at any time by deselecting the archived check box.

Lab Panel Audits

Audits are stored for all lab panel edits and may be accessed by selecting Action > Audits next to the lab panel of interest.  User, Time of edit, and Reason for Change are documented for every edit alongside the settings resulting from the edit.