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Table of Contents

1. System Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1

2. Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5

3. Getting Started . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7

4. Setting Up the System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15

5. Working with Patient Test Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .43

6. Quality Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .53

7. Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .57

8. Charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .59

9. Meter Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .61

10. Meter Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .67

11. Meter Communication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .69

12. Working with Alerts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .77

13. Interfacing with Laboratory Information Systems . . . . . . . . . . . . . . . . . . .79

14. Data Import and Export . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .89

15. Audit Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .91

16. Assistance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .93


Triage Census
Advanced Test Management System
Users Guide

MAJOR NEW FEATURES IN Triage Census ADVANCED


TEST MANAGEMENT SYSTEM VERSION 3.02
Updated SQL Database
Improved HIPAA Support with Auto-Logoff, Complex
Passwords, Single Workstation Login, Improved Auditing and
more
Multi-Select. Update many records at once instead of one
record at a time in Meter Operators and Patient Test results
Miscellaneous Test. A new test type that can be used for
Calibration Verifications, Proficiency Survey, Training, etc.
Faster download of Meter Operators and Meter Settings
Option to Automatically Start Meter Communications
Improved Email notification

1. SYSTEM OVERVIEW
The Triage Census Advanced Test Management (ATM ) System is
designed to automate and streamline testing with the Triage family of
products, while providing extensive tools for monitoring and control-
ling the quality of the testing process. It has a flexible interfacing
module that can be used to communicate with external systems.

1.1 Analyze Data


The Analyze Data module provides a repository for both patient and
QC test data uploaded from Triage Meters. It has extensive built-in
data mining capabilities including searches for test result information
by test date, test location, lot number, user, patient and many other
parameters. The QC status for each test is readily available, and
individual patient test result information can be corrected if necessary.
Information can easily be added to each test result if desired.

1
The system provides extensive data reporting capabilities, with the 1.4 Connectivity
ability to electronically approve and store approved reports.
The Triage Census ATM System can be used with or without a Triage
Additionally, there are advanced features for distributing patient
Census ATM Connectivity interface. If it is used stand-alone, the
results by remote printing and Email, and the ability to automatically
features used to prepare patient test results for upload to an external
provide an alert when user selected conditions occur.
system (LIS), and to monitor the LIS Upload process are disabled.
IMPORTANT: The Email features may not work with all Email The ATM Connectivity Interface automatically extracts data from the
services. Triage Census database and prepares it for transmission to an
external system using a standard protocol or terminal emulation.
Depending on the interface option selected, the connection can be
1.2 Meter Management completed by the customer, Biosite, an LIS vendor, or a third party.
The Meter Management module provides a complete environment for
controlling Triage testing wherever it is being performed. The Triage
Census ATM System uploads patient and QC information automati- 1.5 Products
cally, and monitors the status of up to 80 networked Triage Meters in The Triage Census ATM System is designed to work with the Triage
near real-time. Meter User certification is centrally managed and each family of products. It can be configured to work with any combination
Meter can be remotely updated with its approved list of Meter users. of products.
The system can be configured to alert the user when a Meter Users
certification needs to be renewed. This Users Guide provides information for all product options. Most
features work identically regardless of which product(s) are in use.
The system also provides advanced features for monitoring and However, some screens are tailored to display just the test results for
remotely updating the QC settings of each connected Meter, including the selected product.
an optional automatic alert if Meter QC settings are incorrect. Meter
User testing errors are tracked and reported by error type.
1.6 Use of the System by Multiple Users
1.3 Set Up and Security The Triage Census ATM software is a client-server application and can
be used concurrently by up to 5 users. Each user must have a software
The Set Up and Security module allows the system to be tailored to client installed on their computer.
meet each customers unique requirements, and to control access to
sensitive data. For privacy, each Triage Census users access to data
can be restricted, or patient and Meter User identity can be masked 1.7 Searching the Database
from the user if desired. The system also includes advanced features
The Triage Census ATM System stores the uploaded information from
for password security.
TIP: Default filter values are
Meters as database records. Querying the records and generating
The system is configurable so that data can be added to patient tests. provided for database searches. results based on specific search criteria is a key feature of Triage
The optional automatic alert system can be customized for each Triage The search displays only records Census software. Searching the database in this manner is referred to
Census user, so that she only receives Alerts affecting her organiza- that meet all of the filter values. as filtering. Searches can be based on any number of attributes such as
tion and job function. Alerts can be displayed on the screen, or sent by test date, upload date, Meter serial number, patient ID, or reagent lot
Email, or both. number. This search filtering capability is built into most aspects of the
Additionally, the system can be set up to back up the Triage Census Triage Census software. The user selects the search criteria from pull
ATM System database manually or automatically, and to update each down menus. Records matching the specific criteria are displayed.
Meters clock if it differs from the PC.

2 3
1.8 Contacting Technical Services 2. INSTALLATION AND CONFIGURATION
If you need help beyond the guidance in this Users Guide, please call
the Biosite Technical Services Department at 1-888-BIOSITE
(1-888- 246-7483). The software is installed from the Triage Census ATM CD. The
installation CD may be used to install the complete application (Client
and Server) on a single personal computer or to install the Triage
Census Client application on additional computers.

2.1 Software installation on a single personal computer

1. Install the CD-ROM into the server computer's CD-ROM drive


2. The Triage Census ATM system installation screen appears on
the computer automatically after a few seconds
3. The installation program guides you through the steps of the
installation process
TIP: If you dont see the
4. By clicking Yes on the software license screen, you agree to the
installation screen within 30 terms of the software license agreement
seconds, double click on the 5. On the default Server screen, record the Server name. You will
Windows My Computer icon, need this if you install additional Triage Census ATM clients
double click on your CD-ROM 6. When you arrive at the screen prompting you to select the type
drive and then double click on of set up you prefer, choose the default (Both Server and
Setup.exe. Client Application)
7. Complete the installation by clicking Finish

2.2 Installation of client software on additional


computers
1. Install the CD-ROM into the client computers CD-ROM drive
2. The Triage Census ATM system installation screen appears on
the computer automatically after a few seconds
3. The installation program guides you through the steps of the
installation process
4. By clicking Yes on the software license screen, you agree to the
terms of the software license agreement
5. On the default Server screen, enter the identity of the Server
that you recorded in step 5 above
6. When you arrive at the screen prompting you to select the type
of set up you prefer, select Client
7. Complete the installation by clicking Finish

4 5
2.3 Connecting Meters 3. GETTING STARTED
Meters data connections can be made 3 ways;
1. By direct cable connection from the Meters serial port to the The following steps help you get up and running with your Triage
Triage Census computers serial port Census software. To use the more advanced features please refer to
2. Using a USB to serial adapter product Section 4, where you can find detailed instructions on tailoring your
system to your exact needs.
3. With a Serial Server (also known as a Terminal Server) on an IP
network
To connect a Meter serially, use the cable provided with your Triage Step 1 - Logging On


TIP:
TIP: Passwords
Triage Census
must
may
havealso
at
Census ATM software package. Plug the female end of the cable into The Triage Census ATM System is pre-installed with an Administrator
least
be started
4 characters.
from theNumbers,
Windows
one of the serial ports on your PC, and plug the male end into the Meter. account. Use the Administrator account and provided password to log
Start
letters,
button.
and characters
Choose the (such
Tighten the locking screws. Your system is now ready to communicate "Start"
as %, &,button
#, etc.)onare
Windows
allowed. on as shown below.
with the Meter. Desktop or the "Windows Key"
To log on
Most USB to serial adapter products work with the Meter. These on the keyboard and select
devices enable connections to PCs that lack legacy serial ports. Use the "Programs" item. In the 1. Double click on the Triage Census software icon.
these products along with our standard Meter serial cable to complete list of Programs select 2. Type in the password census. Census
the connection. "Biosite" and then "Triage 3. Click OK or press Enter. Advanced Test Management

Census ATM".
Meter communication may also be enabled across IP networks using IMPORTANT: To maintain the Security of the system, the
Serial Server products available from vendors like 3Com, Comtrol, Digi, Administrator should change the initial password soon after first
Lantronix, MRV, Xyplex and others. For advice on how to connect use, and make sure that the new password is kept secret and
Meters using USB or Serial Servers, please contact Biosite Technical recorded in a secure location. Section 4.8 of this guide details
Services at 1-888-BIOSITE (1-888-246-7483). Census Security.
To change your password, see section 4.8.2.1

Step 2 - User Interface


The next step is to become familiar with the User Interface.
User Interface
The software is a menu driven system with an intuitive user interface.
In this manual, all Triage Census menu options, tab controls and
selection options are shown in bold.
Screen control buttons are in the upper right-hand corner of the screen
and are always displayed. The upper left-hand portion displays File,
Tools, and Help selections. File allows the user to exit the program.
Tools allows the user to change his/her password. Selecting Help
displays important information about the software version being used.

6 7
FIGURE 3A - MENU BUTTONS

1. Main menu buttons 1 Figure 3 - Save, OK, Cancel


2. Subsidiary menu buttons

SAVE Saves the data that has been entered and stays on the screen
2
OK Saves the data that has been entered and exits the screen
CANCEL Discards data that has been entered since the last Save, and
exits the screen

There are two methods used to access Triage Census ATM System
functions. You can use whichever you prefer. The menu buttons are Meter trees are used throughout the system to rapidly select and
displayed above. The other method is the menu tree. identify Meters and test Locations.

FIGURE 3B - MENU TREE FIGURE 3C - METER TREE

1. Minimize button 1 1. Click here to select an Organization 1


2. Click to select a Menu option 2. Click here to select a Testing Location
2
3. Click here to select a Meter
3

The Triage Census ATM System Connectivity Interface has a slightly


different user interface, as described in Section 13.

Step 3 - Uploading Test Data from Meters


After you have found where to initiate the main functions, the next
step is upload the data from your Meters.
The menu tree can be minimized or displayed using the left or right 1. From the Meter Management menu option, click on Meter
arrows. Communication. The Meter Communication screen is
Screens where you can enter data have buttons to control data entry. displayed:

8 9
FIGURE 3D - METER COMMUNICATION SCREEN FIGURE 3E - VIEW RESULTS

1. Identify Meters that are connected 8 7 1. Right click to display a menu of


2. Change ports to be polled, hide options
Meters and adjust the polling interval 2. User defined fields 2
3. Change between automatic and
manual modes
4. Start or stop manual or automatic
transfers 1
5. Obtain upload and download history 6
6. Select Meters for manual transfers
7. Status of the most recent upload or
download
8. Status of the most recent 3
communication with the Meter 1
2. Patient test results are displayed in the grid, most recent
2 5 4 first. In the upper section of the screen, additional patient
result data is displayed.
3. To select another record for display, using the mouse, left
TIP: If Meters do not appear

2. Click on the Poll button. All your Meters should appear click on another patient test result.
in a few seconds, re-poll the
on the grid towards the top of the screen, and on the Meter tree 4. Try the other options on the screen. Using the mouse, right
Meters. If this does not work,
towards the bottom right of the screen. click on a patient test result, and a menu of additional functions
check your Meter connections
3. Select Start. You will probably see the Meter information TIP: There is more infor-
is displayed. Select some of these to see what they do.
or for a network connection
flicker on the grid, and within a few seconds the Last Results mation on working with 5. Try searching your data . Select the Search icon in the
have your IT group check the
Upload section on the grid shows the records that have been patient test results in menu row at the top of the screen. Select some search
connections.
uploaded. Each Meter is uploaded in turn. Section 5. parameters such as a Test Date range of year to date and
4. If you leave the Meter in Start mode, every time a new test is a Meter serial number.
performed on a Meter, the result is uploaded automatically to 6. Select View and only the patient test results meeting your
TIP: There is more
the Triage Census ATM System. If you do not want new criteria are displayed. You can narrow your search further by
information on Meter results to be automatically uploaded, click on Stop and the selecting additional filters in the Search window.
Communication in Section 11.
upload halts. 7. Try sorting your data. Using the mouse, click on one of
the column headings for the grid. Data is sorted in either
ascending or descending order depending on which option you
Step 4 - Reviewing Your Test Result Data have selected. The direction is indicated by the arrow in the
column heading.
After Uploading your test results, you can review the information in
the database.
To review QC Sample results
To Review Patient results
1. From the Analyze Data menu option, click on Analyze QC.
1. From the Analyze Data menu option, click on View The QC Sample screen is displayed:
Results. The following screen is displayed:

10 11
TIP: There is more
2. The QC Device screen works similarly to the View Results
FIGURE 3F - QC SAMPLE information on working with screen.
Reports in Section 7. 3. Select some records, perform right click functions, do a Search
1. Right click to display a menu of options
1 and column sorts.

Step 5 - Using Reports


Triage Census ATM System has many reports which are useful for
analyzing your data, and keeping a permanent record for QC purposes.
To run a report
1. From the Analyze Data menu option, select Reports. The
Reports screen is displayed as follows:
2. The QC Sample screen works similarly to the View Results
screen. Select a few records and observe the detail information
FIGURE 3H - REPORTS
at the top of the screen. 1 3 245
1. Select report here
3. Using the mouse, right click on a record in the grid, and
2. Click Preview to view the report
observe the new options that are available. 6
3. Use the check box to use report filters
4. Select the Search icon, and select some search criteria. Select 4. Click the Approve button to
View to see the results you have selected. electronically approve reports
5. Sort your data, clicking on the column headings. 5. Click the Save button to save the
report as a Microsoft Word file
To review QC Device results 6. Use the report controls to Print, Email
or Export the report
1. From the Analyze QC screen, click on the QC Device tab at the
top of the screen. The QC Device screen is displayed:
2. From the report selection window, select a report you would
FIGURE 3G - QC DEVICE like to run.
2
1. Right click to display a menu of options TIP: There is more
3. Select Preview. The report appears in the screen.
1 information on working with 4. If you have a printer established for your PC, print the report
Reports in Section 7. by clicking on the printer icon on the controls bar at the top of
the report.
5. Try the report filtering function. Select another report. Select
the Filters check box. A list of filter options is displayed. Select
some of them and click on Preview. The report is displayed.
To enlarge it deselect the Filters check box.

12 13
Step 6 - Using More Advanced Options 4. SETTING UP THE SYSTEM
You are now able to use the basic functions of the system. Once you The following steps outline the procedures to tailor your Triage
become familiar with these basic options, you may want to start using Census ATM System for your particular needs.
some of the more advanced features provided in your Triage Census
ATM System. These functions, which are described in detail in the 4.1 Logging On
following sections, include:
The Triage Census software is installed with an Administrator
account. Use the Administrator account and provided password to log
Alerts when QC and operational situations occur on as shown below.
Email for reports, patient results and Alerts
Managing Meter Users from your PC 4.1.1 To Log On
Monitoring Meter Supervisor Settings, and controlling them 1. Double click on the Triage Census software icon.
from your PC TIP: Passwords must have at
2. Type in the password census. Census
Advanced Test Management

Automatically backing up your database least 4 characters. However, 3. Click OK or press Enter.
if strict password
requirements are enabled, IMPORTANT: To maintain the Security of the system, the
passwords must contain at Administrator should change the initial password immediately, and
least 8 characters, contain at make sure that the new password is kept secret and recorded in a
least one lower case letter, secure location.
one upper case letter, one
number and one special 4.1.2 To Change Your Password
character. Valid special 1. Select the Tools option.
characters are ! @ * # $ % -
2. Enter a new password, and confirm it.
^ _ + =
3. Select Save or OK.
See Section 4.8.3 Access
Control to configure
password requirements. 4.2 General Set Up
From the Set Up menu, select General. The General tab is enabled.
IMPORTANT: Only the System Administrator or Point of Care
Coordinator should have access to the Set up functions.

14 15
4.2.3 Auto Start Meter Communication
FIGURE 4A - GENERAL SETUP
To have the system start Automatic Meter Uploads whenever the Triage
Census ATM System is started, check the box Auto Start Meter
1. Auto Clock Update
Communication.
2. Auto Meter Settings Upload
3. Auto Start Meter Communications 1
4 4.2.4 Language
4. Language Setting
2 Select the language for the system. The machine must be rebooted for
5. Report Header Information
6. Reports Directory the language selection to take effect.
7. Directory Browse Buttons
3
5 4.2.5 Institution Information (Report Header)
Type in the information that you want to appear in the heading section
of each report. For example: St. Marys Hospital 123 Johnson Avenue
Anytown, CA
6
4.2.6 Reports Directory
7 When a user runs a report, she can optionally Save it. This set up
feature defines the directory where the report is saved. If no action is
taken, reports are saved to the default directories supplied with the
system. There are two options for report directories:
General. This is used for saving reports that have not been
approved.
Approved. The user has the ability to approve each report and
annotate it with the approvers user identification. If
4.2.1 Auto Clock Updates the user also Saves the report, it is automatically saved
in the Approved directory so that it is separate from
If you want the Meter clock to be automatically updated from the general reports.
Triage Census ATM System server clock, select the check box and To select a different reports directory
desired number of minutes. When selected, the system reads the Meter
clock every time it talks to a Meter. Whenever the time difference 1. Click on the Browse icon
between the server clock and Meter clock is more than the selected 2. Select the directory location from the tree
number of minutes, the Meter clock is updated by the server. 3. Select Apply

4.2.2 Auto Meter Settings Upload 4.2.7 LIS Connection


TIP: Remember to select Save

The system can be configured to transfer patient information to an
This feature automatically uploads Meter settings, allowing you to
or OK to save your settings.
compare them with standard settings and identify any differences. external system, normally a Laboratory Information System (LIS).
To select automatic Meter Settings upload, select the check box and the Select the first check box. The system is configured to automatically
time of day that you want the upload to occur. The system then transfer results that have passed the verification process into the LIS
automatically uploads the settings the next time it talks to each Meter interface without user intervention.
after the selected time of day.

16 17
If you wish to review and confirm each patient test result before it is In the Triage Census Email address window enter the account name
transferred to LIS, select the second check box. that is used in the From portion of Email messages originating from
the system. For example, if you enter TriageCensus@yourinstitution.com,
4.2.8 Email Configuration Email from the system can be identified as sent from the Triage
The system has advanced capabilities to provide Alerts or send reports Census System.
using Email. Email Set Up establishes the Email accounts that may Some email systems require Sender Authentication before accepting
receive Email, and connects the system to your institutions Email and forwarding emails. If required, check the box and enter User ID
service. and Password. The default SMTP Mail Port is 25. Use this default or
change the Port as required by your system
FIGURE 4B - EMAIL SET UP
4.2.8.2 Existing Email addresses
TIP: The From address

1. Obtain the SMTP Server name from must be in the format of an This window contains all of the Email addressees that can be sent Email
your Email Administrator Internet Email address. For by the system. Each Email application can only select from addressees
2. Emails are sent with this From
1
example: Triage@stmarys.org that are on this list.
address 2
3. Check Box for Mail Servers that require To add an Email address:
Sender Authentication 1. Select the Add Email Address button.
4. User Authentication and Port 3 2. Enter the name of the person. This is for information only.
Information
4 3. Enter the Email address in the form Internetaddress@institution.org
5. Test Email Functionality
4. Select Apply.
To view or edit an Email address:
5
1. Double click the Email address, or single click the address and
then select the Edit button.
2. Edit the name or Email address.
TIP: Products are not available
3. Select Apply.
for selection until a test result
for that product has been
To delete an Email address:
uploaded from a Meter.
1. Single click the Email address, and then select Delete.
2. Click OK.

4.2.8.1 Email Server Set Up


TIP: Contact your institutions

Email administrator before From the Setup General menu option, select the Email tab. Enter the
you set up Triage Census ATM Email SMTP server name provided by your institutions Email
System Email. The Email Administrator.
features may not work with all
Email services.

18 19
4.2.9 Product Set Up
FIGURE 4D - BACKUP SETUP
From the General window, select the Product Set Up tab
1. Restore Database Tab 2
FIGURE 4C - PRODUCT SET UP 2. Authentication Tab 1
3. Browse button 3
1. Click the check box to select or 4. Check here to Archive data during the
deselect a product backup
2. Click the check box to select or 2 5. Click here to see backup history 4
deselect an analyte 1
3. The number indicates the version of
the product installed in Meters
3

4.2.9.1 Enable Products


Select the Triage products you are using by selecting the appropriate 5
check box. The system will only display information for the checked
products.
4.3.1 Backup Location
4.2.9.2 Enable Analytes
The system is supplied with a default directory location where the
The system can optionally display only selected analytes for Triage backup and archive databases are stored.
products. When the product is checked, the available analytes are
displayed checked. If you want to eliminate an analyte, de-select the To select a different backup directory:
check box. The analyte is then removed from the system and is not 1. Click on the Browse icon.
displayed, reported or available for transfer to an external system.
2. Select the directory location from the tree.
3. Select Apply.
4.3 Backup and Archive Set Up and Operation 4.3.2 Authentication for Network Backup Locations
The system has the capability for both manual and auto backup of the To Backup Census data to a network storage location, your system may
database to a user selected directory. The system remains in use while require that Census provide authentication in order to access the
the backup takes place. A backup file is a complete database of the storage location. If you assign a network location and Backup fails, try
system at the time of the backup. setting up Authentication. To setup;
Optionally, the user can select to Archive historical test result informa- 1. Click on the Authentication Tab under Backup
tion. If you Archive data, the complete database file is stored as
2. In the User ID field, enter a network User ID of a network User
normal, but test results from the user selected Archive date range are
with rights to the network storage location. Usually this must
no longer available on the system.
be in the format of DomainName\UserName

20 21
3. In the Password field, enter the User's network password. A Best practice before performing an Archive operation would be to;
Passwords are case sensitive Perform a manual upload of all Patient and QC results from
4. Click on Save your Meters
5. Test Backup functionality again After confirming successful upload, delete all patient results
from the Meters (see section 11.5)
4.3.3 Manual Backup Print reports (Patient Test, QC Sample, QC Device, etc.) for the
To perform a Manual Backup: date range being exported and export those reports in PDF
format for future reference.
1. DO NOT select the Archive check box
2. Click on the Backup Now button. The backup may take a few To perform a Backup with Archive
moments.
3. When the Backup Completed message appears, click on OK. 1. In Backup, select the With Archive checkbox under Manual
Backup
4. The database has been saved to the Backup Location, and the
2. Select the date range to archive
last backup date time window is updated.
3. Click on the Backup Now button. The backup may take a few
4.3.4 Auto Backup moments.
The user can set up an automatic backup schedule for the system. The 4. When the Backup Completed message appears, click on OK.
options are daily, weekly and monthly. The system automatically 5. The archived database has been saved to the Backup Location,
initiates a backup at the chosen time. Archive is not available with and the last backup date time window is updated
Auto Backup.
4.3.6 Restoring a Backup or Archived Database
To set up an automatic back up schedule:
1. Select the Enable selection box. FIGURE 4E - RESTORE OPERATION
2. Select daily, weekly or monthly.
1. Restore Tab
3. Select the time of day, day of the week or day of the month as
2. Browse Button
indicated. 1
3. Status Window
4. Select Save or OK. 2
4.3.5 Manual Backup with Archive
Backup with Archive removes data from the database for a specific date
range. Archiving is normally only necessary if the database grows large
enough to affect system performance. This operation may only be
performed by the System Administrator. Consider the following before
archiving data. 3
Archived data is removed from the current data set and no
longer readily available in Census
If test results (Patient and QC) are still in the Meters from the
date range being archived, those results will come back into the
current data set upon your next upload from the Meters
A copy of the archive data file should be stored somewhere
other than on the Census computer

22 23
Restoring a backup or archived database replaces (deletes) the current
data set in Census. It is very important that a backup of the current FIGURE 4G - PRIVACY SET UP
data set is made before restoring a backup or archived database or the
current data set will be lost. 1. Select Patient masking option
2. Select Meter User masking option
1
Restore Operation
3. Select Auto-Print masking options
1. Backup the current data set (see section 4.3.3) (see Auto-Print in Section 4.9.2.2)
2. Select the Restore Tab from Backup
3. Browse to the backup file location with the Browse Button 2
4. Select the backup or archive file to restore and click Restore
5. The Restore operation status will be displayed in the Status
Window
6. When Restore is complete, click the OK button to exit 3

4.4 Privacy Set Up


The Privacy feature allows you to set up how Patient and Meter User
information is displayed and reported. Since some Users of the system
TIP: Use of the Privacy option

is controlled by User Security


may be allowed access to private information, the Privacy settings are
only applied to User Groups that have restricted security permissions. To chose masking options:
Groups. (Section 4.8)
Refer to Triage Census Security for further details. Private informa- 1. Select the desired options using the radio buttons.
tion can be completely masked, or partially masked from the user. The
2. Select Save or OK.
Privacy option chosen applies to all User Groups that have privacy
restrictions.
4.5 Data Fields Set Up
FIGURE 4F - PRIVACY OPTIONS
The data field set up screen allows you to tailor the system to your
Clear All XXXXXX XXX + last 4 Blank needs by defining the allowed values for user entered data, and
controlling whether certain optional data fields are displayed.
Patient ID 123456789 XXXXXXXXX XXXXX6789 Additionally, it is used to define whether information can be trans-
ferred to an external (LIS) system.
Patient Name Michael Smith XXXXXXXXX Not allowed
Meter User ID 98765 XXXXX XXXX54
Meter User Name Susan Sanchez XXXXXXXXXXXXXXX Not allowed

24 25
5. Check the Chartable selection box (if available) if the
FIGURE 4H - DATA FIELDS SET UP information is to be made available for transfer to LIS.
6. Select Save or OK.
1. Select the tab for the desired data
type 1
TIP: A Data Field cannot be

To view or edit a Data Field:
deleted or edited if it is 1. Double click the desired information row, or single click it
attached to a patient result and then select the Edit button.
record. If this is the case, click
2. Edit the information.
the Do Not Use select box. This
will prevent the Data Field 3. Select Save or OK.
from being selected by a user,
but it will be retained on To delete a Data Field:
previous patient test results.
1. Single click the desired information row, then select Delete.
2. Click OK.
4.5.6 Optional Fields
The user has the option to display or not to display certain ancillary
4.5.1 Patient Test Comments are used to add additional informa-
information. The user clicks the control box if she wants the informa-
tion to a patient test result.
tion displayed.
4.5.2 Result Problem Comments are used to identify the cause of
a QC, data entry or other problem for a patient test result.
FIGURE 4I - OPTIONAL FIELDS SET UP
4.5.3 Result Change Comments are used to identify what action
has been taken to correct a patient test result, normally in response to
1. Selecting an optional field displays
a result problem.
the field in the View Results screen
4.5.4 Meter User Departments are intended to identify the group
that each Meter User belongs to for example a temporary nursing
agency. 1

4.5.5 User Defined is used to define the names for up to 3 text


fields that can be added to a patient result. Examples are: Age, Group,
and Gender.
To add a Data Field to the System:
1. Select Data Fields from the Set Up menu.
2. Select the desired Data Field type from the tab menu.
3. Click on the Add button.
4. Enter the desired information. Some fields require both a code
and a text component.

26 27
4.5.6.1 Display Auxiliary ID
FIGURE 4J - ALERTS SET UP MAIN TAB
This is an optional data field that can be uploaded from a Meter along
with a patient test result. If Auxiliary ID is enabled in the Meter, it is 1
normally also enabled in the Triage Census system, and displayed 1. Click on the Alert Enable box to
with the patient test result. enable it for the system
2. Setup the Alert threshold if required
2
TIP: If enabled, Patient name
4.5.6.2 Display Patient Name
is entered from the View
The user has the option to display, or not, Patient Name with the test
Results screen.
result.

4.5.6.3 Draw Time Enable


In addition to test date and time which is uploaded from the Meter
with the patient test result, the user may select to add the date and
4.6.1 Enabling Alerts
time that the sample was drawn from the patient. Selecting the check
box displays Draw Date and Time on the View Results screen, and 1. Select the Alerts option from the Set Up menu.
allows them to be entered using the Edit Results option. TIP: Before setting up Alerts, it
2. Select the Setup and Configuration tab.
is normally necessary to have
Draw Date and Time may be selected as Chartable and thus be 3. Click the enable box for each Alert which you want to be
set up Security Groups (Section
available for transfer to an external (LIS) system. available in the system.
4.8) and Test Locations
(section4.9). 4. If provided, select the threshold option necessary to trigger the
4.5.6.4 Rejected Results Alert.
The Meter has an option to approve or reject patient results prior to 5. Select the number of days the Alerts will exist on the Alert list.
reporting. If you want to see rejected results in the Triage Census The maximum number of days is nine.
ATM System, select the check box. This option allows you to search and 6. Click Save or OK.
display patient reports that have a Test Status REJECTED.
4.6.2 Assigning Alerts to Security Groups by Location

4.6 Alerts Set Up FIGURE 4K - SCREEN ALERTS SET UP


Automatic Alerts are used to notify Users of various conditions
detected by the system. All Alerts are optional and are initially set as 1. Enter the Security Group who may see 1
disabled. A user with suitable privileges can enable each Alert, and the Alerts
establish the conditions that generate the Alert, and who can receive it. 2. Select the location(s) from which they
may see Alerts 2 3
The Alerts can be readily tailored for different uses. There are two
3. Select the Alerts for the Security
different types of Alerts. Email Alerts can be sent to single or multiple
Group and location
Email addresses, and Alerts can also be displayed on a users screen.
Email Alerts are specific to the Location generating the Alert, so for
example, an Alert generated by Emergency Room testing can be sent to
different Email addressees than an Alert generated from the
Laboratory. Further, screen Alerts are specific to a Security Group, so 1. Select the Screen Alerts by Security Group tab.
only authorized Users see appropriate screen Alerts.
2. Select a Security Group that will receive Alerts.

28 29
TIP: Because unnecessary
3. Select each Location in turn (or all Locations) and check the
Alerts could be generated, Alerts that you wish this Location to generate for the Security FIGURE 4M - EXCEPTIONS
Alerts are automatically Group.
disabled when you first upload 4. Repeat for each Security Group. 1. User selectable exception conditions
a new Meter. For a Manual 2. Default exception conditions
5. Click Save or OK.
Upload, the system prompts
the user to decide whether to 1
generate Alerts or not. Screen Alerts are now automatically generated when each condition
you have selected occurs. 2
4.6.3 Setting Up Email Alerts

FIGURE 4L - EMAIL ALERTS SET UP

1. Select the location that generates 3


Alerts
2. Select the Email Alerts to be
1
generated by the location
3. Add the Email addresses of those 2
who receive each Alert
Most exception conditions are not selectable by the user and are
displayed for information only.
To set a user selectable exception condition:
1. Select the Email Alerts by Location tab. 1. Select Exceptions from the Set Up menu.
TIP: To select multiple Email

2. Select a Location (or all Locations). 2. Select the test type from the tab option.
addresses off the Email list,
press CTRL at the same time as 3. Select the first Alert that you wish this Location to generate. 3. Click the check box(es) you wish to create an Exception.
you select each Email address. 4. Click Add and the Email addresses list appears. 4. Select the other test types from the tab options, and repeat.
5. Select the Email address(es) for this Alert. 5. Select Save or OK.
6. Click Apply.
7. Repeat for each Alert for the Location.
4.8 Census Security
8. Select another Location, and repeat.
The security options are designed to allow the System Administrator to
Email is now sent the first time the Alert condition is encountered. tightly control the information available to Triage Census Users. In
addition, you can prevent users from performing certain functions,
4.7 Exceptions such as uploading test results from a Meter, and whether or not they
can see private information. Additionally, you can control how often
The system automatically checks each test result for exception
user passwords must be changed, and when they can be re-used.
conditions at the time of the Upload. If an Exception condition is
found, the condition is displayed in a window with the test result (see Information access is controlled by restricting view access to screens.
View Results and Analyze QC). A patient test result status is set to The system can also be set up so that Users may view information only
EVALUATE if an exception condition is detected. for specified testing locations.

30 31
Each user is required to have a User ID and password. Each User ID is
assigned to a Security Group. The System Administrator manages the FIGURE 4O - PERMISSIONS
Security Groups and User ID assignments via the Triage Census ATM
System Security function. The Administrator can assign or revoke 1. Select check boxes to assign
specific privileges for each Security Group and assign User IDs and privileges to a Security Group
passwords. 2. Select Privacy check boxes to restrict
access to Patient and Meter User data
FIGURE 4N - SECURITY GROUP SET UP for the Security Group
1
1. Click the Add button to add a new
Security Group
1
2

TIP: Checking the View box



allows the user to display and 10. To set up additional Security Groups, repeat the steps above.
print data but not enter 11. To modify a Security Groups settings, select the group on the
information. Checking the grid and either double click it or click on the Edit button.
Change box allows the user to
12. To delete a Security Group, select the group from the pull
display, print, and create or
4.8.1 Setting up Security Groups down menu and click on Delete.
edit information.
1. Select Census Security from the Set Up menu. IMPORTANT: A Security Group with assigned Users cannot be
2. Select the Security Groups tab option. TIP: Passwords must have at
deleted until all the Users in the group have been deleted or assigned
least 4 characters. However, to a different Security Group.
3. Click on the Add button.
if strict password
4. Enter the name of the Security Group. requirements are enabled, 4.8.2 Setting up Census User IDs
5. Click on the check boxes for each desired Location. Users in the passwords must contain at 1. Select Census Security from the Set Up menu.
Security Group can only see information for the selected least 8 characters, contain at
2. Select the Census Users tab.
Locations. least one lower case letter,
one upper case letter, one 3. Click on Add to add a new user.
6. Click on the Permissions tab.
number and one special 4. Enter the users name (optional) and User ID (up to 10
7. Grant or reject permissions for the Security Group by checking
character. Valid special characters).
(to grant) or not checking (to reject) the check box. characters are ! @ * # $ % - 5. Enter a password.
8. Check the masking boxes if you want to restrict access to ^ _ + =
private information. (See Figure 4O) 6. Confirm the password by entering it in the ConfirmPassword box.
See Section 4.8.3 Access 7. Select Approver if the user is allowed to approve reports.
9. Click Save or OK.
Control to configure
8. Select a Security Group from the pull down menu.
password requirements.

32 33
9. Comments are optional. 4.8.3 Access Control
10. Click Save or OK. Access control has important features used to secure access to the
11. To add other Users, repeat the steps above. system. To configure and customize access controls, select the Access
Control tab.

FIGURE 4P - USER EDIT FIGURE 4Q - ACCESS CONTROL

1. Enter a unique User ID here 1. Check to enforce the use of strict


passwords. 1
2. Check here if the User is allowed to
approve Reports 2. Set the number of days after which all
Users must change their password. 2
3. Set the number of times a password must
1 be changed before it can be reused. 3
4. The number of failed login attempts
that are allowed. 4
5
5. Enable and set a lock-out time period
6. Prevent Users from being logged in at 6
more than one workstation. 7
2 7. Enable automatic log-off and number
of idle minutes allowed before the User
is logged out.

1. The Enforce Strict Passwords option makes the Triage Census


system more secure from unauthorized access by enforcing the
use of complex passwords. Strict Passwords must be at least 8
characters, contain at least one lower case letter, one upper case
letter, one digit (numeral) and one special character. Allowed
special characters include the following; ! @ * $ % ^ + _ - =
2. To implement password change control, select the check box
and then enter the number of days after which a password
4.8.2.1 Changing a Users Password must be changed.
1. Select Census Security from the Set Up menu. 3. To implement password re-use control, select the check box and
2. Select the Census Users tab. then enter the number of times a password must be changed
3. Select the user from the grid by double clicking, or click on the before it can be re-used.
Edit button. 4. The Number of allowed unsuccessful log-on attempts check
4. Enter a new password and confirm the password by entering it box is checked by default and set to 3. This number may be
in the Confirm Password box. increased or decreased but the feature cannot be disabled.
5. Click Save or OK. After the chosen number of unsuccessful log-on attempts, the
Log-in window will close.

34 35
5. When Enable Lockout is selected, a Triage Census User will be
locked out of the system for the chosen number of minutes FIGURE 4R - METER CONTROL
when they exceed the number of Allowed Unsuccessful Log-on
Attempts. 1. Click on a test location to display its 1
6. Enforce Single User Workstation Login is a feature that will settings 2
close an open Census Session if the logged-on User logs in at 2. Click on a Meter to display its settings
another workstation. Select this feature if you have the Census
Client software loaded on other computers
7. Enable Automatic Log-off will log-off a User after a period of
inactivity. The idle time period may be set to any number of
minutes between 1 and 180.
8. Click Save or OK

4.9.1.1 Adding an Organization


4.9 Setting Up Meter Control TIP: The Hospital Code need
1. From the Main menu select Meter Control.
The Meter Control screen allows you to add a new Meter to the system, not be entered. It is used for
2. Click on the Add Organization button.
allocate it to a Location in an Organization, and set up and monitor the LIS interfacing and is set up by
Biosite. 3. Enter the name of your Organization.
Meters settings remotely. The Triage Meter has several parameters
and settings that can be set to meet your organizations requirements. 4. Click Save or OK.
5. Repeat for each Organization.
The Meter Control capability allows you to remotely monitor the Meter
Settings to make sure they are correct, and also to Download the 4.9.2 Setting Up Testing Locations
correct settings to a new Meter or incorrect Meter.
The testing locations control the settings assigned to each Meter in the
IMPORTANT: The Meter Control screen is used to both set up the location, as well as the automated result distribution options.
Meter Settings and also to monitor Meter compliance with the
settings. Only the System Administrator or Point of Care Coordinator FIGURE 4S - RESULT DISTRIBUTION FOR A LOCATION
should have access to the Set up functions.
1. Click the Add button to add Printers,
4.9.1 Organization Set Up Save file locations, or Email
You can set up the system to have multiple organizations, such as a addresses for patient test results
three hospital system sharing a single Triage Census ATM System. 2. Click the Enable button to
Once an organization is set up, testing locations such as the Emergency automatically Print, Save, or Email
Department and Laboratory can be added. All the test result data can each new patient test result 1
then be managed for the correct testing department and organization.
2

36 37
4.9.2.1 Adding a Test Location 6. Click the check box Enable Auto Save Patient Tests. This
1. Click on the Add Location button. check box is only enabled if a save file location has been
TIP: To Edit a Location, double
selected.
2. Enter the name of the Location.
click the Location on the Meter 7. Click Save or OK.
tree. 3. Select the Organization that contains the Location.
This feature saves the patient result as a document in a directory
4. Enter the optional contact and time zone information. LIS
defined by the user.
Name is used for LIS interfacing and is set up by Biosite.
5. Click Save or OK. To set the system to automatically Email a patient test result:
6. Repeat for each Location. 1. From the Meter tree, double click the required Location.
2. In the Email Results window, select Add.
4.9.2.2 Adding Automated Remote Distribution of Test Results for
TIP: Each Location must be
a Location
3. Select the Email addresses to which you want the test result to
unique, for example if two be sent. If you want to send the result to more than one
This optional feature allows you to automatically manage patient test address, hold down the Ctrl key while you click each
hospitals are included, the
result information. You can set the system up to automatically print the required Email address. The list of available Email addresses
Emergency Department in each
result on a network printer, automatically save the result, or Email it to is the one defined in Set Up General Email.
hospital must be named
one or more Email addressees. These features can all be set by Location,
differently. 4. Click Apply.
so for example, all results from the Emergency Department (ED) could
be automatically printed in the ED, while a result from a test performed 5. The selected Email address(es) are displayed in the window.
in a clinic could be automatically Emailed to an address in a hospital. 6. Click the check box Enable Auto Email Patient Results.
This check box is only enabled if an Email address has been selected.
To set the system to automatically Print patient test results:
7. Click Save or OK.
1. From the Meter tree, double click the required Location.
To delete an auto Print, Save or Email selection:
2. In the Auto Print Results window, select Add. A list of printers
available on the Server is displayed. 1. Click on the desired selection in the window.
3. Select the printer(s) where you want the test result to print. 2. Click on the Delete button.
4. Click Apply. 3. Click Save or OK.
5. The selected printer(s) are displayed in the window.
6. Click the check box Enable Auto Print Patient Tests.
4.9.3 Adding Meter Standard Settings for a Test Location
7. Click Save or OK.
The Triage Meter has several parameters and settings that are set up
using the Meters Supervisor CODE CHIPTM module. The Triage Census
To set the system to automatically Save patient test results. ATM System has the ability to set most of these parameters remotely,
1. From the Meter tree, double click the required Location. and also to monitor them in case they are changed.
2. In the Save Results window, select Add. A directory tree is Meter Settings are set up by Location, so different settings can be set up
displayed. for each test Location.
3. Select the file location where you want the test result to be
saved.
4. Click Apply.
5. The selected file location is displayed in the window.

38 39
FIGURE 4T - METER CONTROL STANDARD SETTINGS FIGURE 4U - ADD METER

1. Set up the standard settings for all 1. Click to add a new Meter to the system 3
Meters in the Location 2. Select Hide to remove a Meter from all
the Meter trees
3. Click on View Hidden Meters to
2
1 display hidden Meters on Meter trees

4.9.3.1 To Set Up the Standard Settings To add a Meter manually:


1. Click on the Add Location button, or click on a Location on the 1. Obtain the Meter Serial Number from the label on the bottom of
Meter tree. the Meter.
2. Click on the Meter Standard Settings tab. 2. From the Meter Control screen, click on the Add Meter button.
3. Select and set the value for each Meter Setting. 3. Enter the last 5 digits of the Meter Serial Number, disregarding
4. Click Save or OK. the leading zeroes.
5. Repeat for each Location. 4. From the drop down menu, select the Location for the Meter.
5. Click Save or OK.
The Meter settings are now applied to each Meter in the Location and
are ready for Download to Meters. The Meter assumes all the properties that have been set up for the
Location, and is added to the menu tree.
4.9.4 Meter Settings Download TIP: The results for tests that

To move a Meter to a new Location:
were performed while the
Selecting the Download button at the bottom of the screen puts you in Meter was in the old Location 1. In the Meter Control screen, click on the required Meter in the
the Meter Communication screen. (See Section 11 for details.) remain assigned to that Meter tree.
Automatic Uploads are stopped, and the Meter Communication screen Location. New tests performed 2. From the drop down menu, select the Location for the Meter.
has the Download Settings mode selected. Meters are not pre-selected after the move are assigned to
however. Settings can only be Downloaded under Manual control. the new Location. 3. Click Save or OK.
The Meter assumes all the properties that have been set up for the new
4.9.5 Setting Up Meters Location, and is moved under the new Location on the Meter tree.
A Meter can be set up in Triage Census system in two ways. You can
add a Meter serial number to the system, or the Meter is automatically
added on its first Upload and allocated to the Unallocated Meters
4.9.6 Deleting an Organization, Location or Meter
Location. The Meter should be moved to its correct Location. TIP: The Unallocated

Organization and Location Organizations, Locations and Meters can only be deleted if they do not
When a Meter is added to a Location it automatically assumes all the have any lower level components. For example, an Organization
cannot be deleted.
Result Distribution and Settings values for the Location.

40 41
TIP: Before deleting an
cannot be deleted if it has a Location assigned to it, and a Location 5. WORKING WITH PATIENT TEST RESULTS
Organization or Location, move cannot be deleted if there is a Meter assigned to it. A Meter cannot be
the lower level components to deleted if the Triage Census database contains any test results that
the Unallocated state, or to were performed on the Meter. The View Results screen is available from the Analyze Data menu and is
another Organization or used to display and manage patient test result information. It has six
Location. To delete a Meter, 4.9.6.1 To Delete an Organization, Location or Meter main functions:
first Archive the database to 1. Click on the required component on the Meter tree.
remove the associated test 1. Display patient test result information, including QC information.
2. Click the Delete button. 2. Perform Result distribution, including the ability to prepare a
results. See Section 4.3 for
details on how to Archive 3. Click Save or OK. temporal patient chart for selected test types, and display, print
results from the database. or Email test results for a single patient.
3. Correct data errors on a patient result.
4.9.7 Hiding a Meter 4. Add information to a patient result.
TIP: When hidden, the Meter is
When a Meter is taken out of service, it is often desirable to retain its 5. Perform data analysis by using the Search function.
removed from all search filters results in Triage Censussystem, while removing it from the displays 6. If LIS mode is enabled, provide the information necessary for
options and menu trees. and reports. Hiding a Meter can be done in two places the Meter monitoring patient results being transferred by the LIS
However, hidden Meters can be
Control screen and the Meter Communication screen. (For details see Interface. This function is described in the LIS Interface section.
displayed by selecting the
Section 11.)
View Hidden Meters check
box above the Meter tree in the To hide a Meter from the Meter Control screen:
Meter Control screen.
1. Click the required Meter on the menu tree. FIGURE 5A - VIEW RESULTS
2. Click the Hide check box.
1. Right click to display a menu of
3. Click Save or OK.
options
2. User defined fields 2

TIP: If the system is connected


5.1 Test Status
to LIS, additional Test Statuses The Test Status is derived by the Triage Census system at the time of
are used as described in Meter Upload, and can be PASS or EVALUATE. The test status is
Section 13. automatically set to EVALUATE if any of the exception conditions
defined in the Exception filters exist. (See Section 4.) If no exception
conditions exist, the test status is PASS.

42 43
If the Display Rejected Results feature is enabled, results that are After making your line selections, clicking on any line that is not
TIP: Most of the View Results
rejected in the Meter have a Test Status REJECTED. By default, highlighted will undo all of your selections.
screen options are initiated by REJECTED results are not displayed on the View Results screen, but can
using the right click button on be displayed using the search option.
FIGURE 5B - EDIT RESULT
the mouse when positioned on
the results grid at the bottom
of the screen. 5.2 Edit Results, Add Data and Review QC 1. Correct Meter data entry errors
2. Add pre-defined comments for a
To edit a test result, add additional data to it, or to review its QC corrected result
information position the cursor on the desired record in the grid and 3. Check Do Not Use to remove the result
right click. Select the Edit Results, Add Data and Review QC menu from displays and reports
option.

5.2.1 Multi Select - Edit Multiple Results


More than one result may be edited by using Shift-Click to select a
contiguous range of results or Ctrl-Click to select multiple individual 1
rows for editing. 2
Editing a continuous range of test results with Shift-Click:
1. Select the first test result you wish to edit from the list by 3
mouse clicking on that line. The line will be highlighted.
2. Depress the Shift Key on the keyboard and keep it depressed
while selecting the last line of results to edit. The entire range
will be highlighted.
3. Once the range is highlighted, you may release the Shift Key. TIP: The identity of the person
5.2.2 Edit Result (User Changes)
4. With the cursor on the list of results, Right Click and choose logged on at the time of the
The Edit Result feature allows a Triage Census user with appropriate
Edit Results to edit the entire range. change is also automatically
recorded.
privileges to correct data entry errors that may have occurred when a
patient test was being run on a Meter. The Triage Census user is not
Editing multiple test results with Ctrl-Click: able to change any information measured by the Meter including test
1. To edit a several results that are not in contiguous order, values and QC.
depress and hold the Ctrl Key on the keyboard. To modify a patient test result:
2. Click on each test result line until you have selected all of your
target lines and then release the Ctrl Key. 1. In the Edit Result window, select the value(s) that need to be
changed. These can be:
3. With the cursor on the list of results, Right Click and choose
Edit Results to edit the selected results. a. Test Date and Time
TIP: The system retains the

b. Meter User ID (from the approved Meter User List)


original uploaded values in the Ctrl-Click to fine-tune your selections: c. Patient ID
Original column. d. Auxiliary ID (if enabled in Triage Census Set Up)
You may select a range of results with Shift-Click and then include or
exclude lines with Ctrl-Click. 2. Make the necessary changes.

Undo your selections

44 45
3. If desired, enter the identity of the person making the change in 5.2.5 Add Information to a Result
the Change Authorization window.
The user can append data to a patient test result. Setting up the
4. Select Save or OK. information to be added is described in Section 2. Three types of data
5.2.3 Change Comments and Problem Comments can be added:

It can be desirable to record the nature of the problem that caused a a. Pre-defined test comments and codes.
test result to be changed, and also what was done to correct it. To b. User-defined information (if enabled in Set Up).
fulfill these needs, the user can select from a list of standard c. Draw Date and Time (if enabled in Set Up).
comments. Setting up the standard comments is described in Section
2. In addition, a text comment can also be entered. FIGURE 5C - ADD INFORMATION
To enter a Change or Problem Comment:
1. Add pre-defined test comments
1. When in the Edit Results window, click on one of the 2. Add values for User defined fields
Comment drop down boxes.
2. Select the desired Comment.
3. Click the Add button. The selected Comment is displayed in the
window.
4. Repeat for additional Comments.
5. Select Save or OK.
1
To remove a Comment: 2
1. When in the Edit Results window, click on the desired
Comment drop down box.
2. Select the desired Comment.
3. Click the Remove button. The selected Comment is removed
from the window.
4. Repeat for additional Comments.
5. Select Save or OK.

TIP: To select multiple Email


To add Information to a result:
5.2.4 Do Not Use
addresses off the Email list, 1. When in the Edit Results window, click on the Add
The Do Not Use function is used to remove a test result from being press CTRL at the same time as Information tab.
viewed in the system. The result is not deleted, and can be viewed by you select each Email address. 2. Click on the Test Comment drop down box.
using the Use/Do Not Use filter setting when performing a Search. If a
3. Select the desired Comment.
patient result is marked as Do Not Use, the following will occur:
4. Click the Add button. The selected Comment is displayed in the
a. The result does not appear on the View Results screen. window.
b. It is excluded from the patient Chart (if applicable). 5. Repeat for additional Comments (up to 3 may be added).
c. It is excluded from all reports (unless the Do Not Use filter is 6. Enter the Draw Date and Time.
selected). 7. Enter a value for the User Defined fields.
8. Select Save or OK.

46 47
To remove a Test Comment from a result: There are two selections available with the Report option. Single Test
1. Click on the Test Comment drop down box. displays a patient test report of the current test selected with the right
click. All Tests displays the results of all the tests performed on the
2. Select the desired Comment.
selected patient. Both reports can be printed or Emailed.
3. Click the Remove button. The selected Comment is removed
from the window.
4. Repeat for additional Comments. 5.4 Additional Right Click Options
5. Select Save or OK.
5.4.1 Display Results for Selected Patient
5.2.6 Review QC
Similar to the All Tests option in Result distribution, this option
The top of the Edit Result screen displays QC information for the displays the results of all the tests performed on the selected patient.
patient test result. Position the cursor on the desired patient, right click and select the
Display Results for Selected Patient menu item. It is a convenient,
quick option and the results can be sorted using the sort arrows in the
5.3 Result Distribution column headings.
The Result Distribution features allow you to easily display, print or
chart test result information for a single patient. 5.4.2 Refresh Results, Sort and Search Criteria
This right click menu option returns the View Results screen to all of
To access the Result Distribution options, position the cursor on the
the default settings you encounter when you first enter the screen.
desired record on the grid and right click. The system gives you 2
After extensive analysis, or use of the other right click options, it is a
options:
quick method of resetting the screen.
a. Chart
b. Report 5.4.3 Expand
Selecting the Chart option automatically prepares a Triage product Clicking Expand displays all the analyte values for the test results in
temporal line chart for the patient. If the selected product type does the grid. Re-clicking Expand when it is checked, shrinks the records
not have the chart feature, the command is disabled. The chart can be back to their normal state.
printed, or Emailed to one or more Email addresses.
FIGURE 5E - VIEW RESULTS EXPANDED
FIGURE 5D - CARDIAC CHART
1. Use the right click option to Expand
1. Upper limit of normal range results to show measured values
(normalized)

48 49
5.4.4 Test Details TIP: If Patient name display is
5.4.5 Patient Details
enabled, but you do not have Clicking Patient Details allows you to enter, or view, patient informa-
Clicking Test Details displays additional information about the selected
privileges to view patient name
test result record. tion for the selected test record. If the Patient name is entered, and
information, the patient name
Patient name is enabled in Set Up, the Patient name is displayed with
is masked according to the
FIGURE 5F - VIEW RESULTS - TEST DETAILS the Patient ID in most screens and reports.
rules defined in Set Up, and
cannot be entered.
1. Use the right click option to display
test detail information
2. Date/Time uploaded from the Meter 1 FIGURE 5G - VIEW RESULTS - PATIENT DETAILS
2
1. Use the right click option to display or
enter patient details
1

To enter Patient Details information:


1. In the View Results screen, position the cursor on the desired
patient record, and right click.
2. Select the Patient Details option.
3. Enter the desired information.
4. Click Save or OK.

50 51
5.5 Search 6. QUALITY CONTROL
To search the patient result database, click on the Search icon in the
menu bar.
6.1 Analyze QC
FIGURE 5H - VIEW RESULTS SEARCH The Analyze QC screen provides information on the QC Sample, QC
Device and Miscellaneous tests that are run in Meters. It is accessed
1. Search by database record number from the Analyze Data menu.
1
2. Meter Upload date
3. Select combinations of Search filters
4. View the results of the Search 6.2 QC Sample
5. Reset Search filters to default values
FIGURE 6A - QC SAMPLE
2
1. Right click to display a menu of options
1

5
4

Select the filters you want to use in order to query the database. Filters
are additive so the result must meet all of the Search criteria you
specify. The Search settings are maintained between searches, so you Similar to the View Results screen, the Analyze QC Sample screen has
can easily modify your search settings to make your search more several right click options
specific.
6.2.1 Refresh Results, Sort and Search Criteria
This right click menu option returns the QC Sample screen to all of the
default settings you encounter when you first enter the screen. After
extensive analysis, or use of the other right click options, it is a quick
method of resetting the screen.

6.2.2 Expand
This right click menu option displays all the values for the test results
in the grid. Re-clicking Expand when it is checked, shrinks the
records back to their normal state.

52 53
6.2.3 Test Details The Miscellaneous Test Screen has the same right click functionality
This right click option displays additional information about the as QC Sample. See Sections 6.2.1 through 6.2.4 for detail.
selected test result record.

6.2.4 Add/View Comment 6.4 QC Device


This right click option allows you to add a text comment to the QC
Sample result, change the Use/Do Not Use status, or view data that was FIGURE 6C - QC DEVICE
added previously.
1. Right click to obtain more options
Checking Do Not Use has the following effects:
a. The result does not appear on the Analyze QC Sample screen.
b. It is excluded from all reports (unless the Do Not Use filter is
selected).
c. It can be viewed using the Use/Do Not Use search filter.
1
6.3 Miscellaneous Test (Misc. Test)
Miscellaneous Test or Misc. Test are Triage tests performed for The QC Device screen has similar right click and Search options to the
reasons other than routine Patient Testing or QC. This test type may be QC Sample screen.
used for the performing;
Correlations (lot to lot)
Product Evaluations 6.5 Search
Proficiency Surveys
Training To search the database, use the Search icon in the menu bar.
Other testing
These test type are not included in Patient or QC reporting and have FIGURE 6D - QC SAMPLE SEARCH
their own report type.
1. Select combinations of Search filters
FIGURE 6B - MISCELLANEOUS TEST SCREEN 2. View the results of the Search
3. Reset filters to default values
The Miscellaneous Test Screen has the
same right click functionality as QC 1
Sample.

3
2

54 55
Select the filters you want to use in order to query the database. Filters are 7. REPORTS
additive so the result must meet all of the Search criteria you specify. The
Search settings are maintained between searches, so you can easily modify
your Search settings to make your search more specific. The Reports menu is accessed from the Analyze Data menu. It allows
the user to preview report information, and also to print or Email a
Report. Additionally, you can electronically annotate a Report as being
approved, and save the Report to a specified directory. All Reports
have extensive filtering options.

FIGURE 7A - REPORTS
1 23
1. Use the check box to use Report filters
2. Click the Approve button to
electronically approve Reports 4
3. Click the Save button to save the
Report as a Microsoft Word file
4. Use the Report controls to Print,
Email, Export or Manipulate the Report

To print a report:

TIP: By default, most reports


1. From the Reports menu screen select the required Report.
show data for the past 30 days. 2. If you want to use Report filters, click the Use Filters check box
and select the required filter options.
3. Select Preview to see the report.
4. Click on the Print icon.

To Email a report:
TIP: To select more than one

1. Perform steps 1 through 3 above.
Email Address, click on each
address while holding down 2. Click on the Email icon.
the Ctrl key. 3. From the Email list, select the addresses to be Emailed.
4. Click Send.

56 57
TIP: To Approve a Report you
To Approve a report: 8. CHARTS
must be set up as an Approver 1. From the Reports menu screen select the required Report.
in your User ID. See Section 2
Setting Up User IDs. 2. If you want to use Report filters, click the Use Filters check box
The Chart function allows the user to plot the temporal changes in
and select the required filter options.
patient test results.
3. Select Preview to see the report.
4. Click on the Approve button. FIGURE 8A - CARDIAC CHART
5. Enter your Triage Census logon ID and password.
6. Press OK. The text Approved By: <Triage Census logon 1. Upper limit of normal range
ID> is inserted in the report header (normalized)

To Save a Report (in Microsoft Word format):


1
1. Select Save.
2. If the report was previously approved, it is saved in the
Approved Reports directory (See Set Up).
3. If the report was not approved, it is saved in the General
Reports directory.

TIP: If the result is out of


The Chart provides a visual representation of temporal changes in
calibrated range, indicated by each analyte for a selected Patient ID. Data filtering and graphic
the < or > symbol, the result is customizing features are available.
plotted at the calibrated range
IMPORTANT: If a patient test result has any of the following
value.
conditions, it is not displayed:

Test Status is EVALUATE

TIP: If an analyte is deselected


Do Not Use
(see Section 4.2.8) it is not
displayed on the Chart. Any of the analytes has a displayed concentration
value of - - -, NCAL or Err

58 59
9. METER USERS
The Meter Users screen is accessed from the Meter Management menu.
It allows you to maintain a list of authorized Meter Users, assign them
to Meters and Download them to the assigned Meters. It can also be
used to resolve the status of an unrecognized Meter User who has run a
test.

9.1 User Details


The User Details tab is used to add new Meter Users and to edit existing
Meter Users, normally to change the certification date or to make a
Meter User inactive. It is accessed from the Meter Users Menu.

FIGURE 9A - METER USER DETAILS

1. Right click to obtain more options

60 61
9.1.1 Meter User Statuses
FIGURE 9C - ADD A METER USER
The system automatically assigns a status to each Meter User.
1. Assign Meters to the User by clicking
FIGURE 9B - METER USER STATUS MEANING on its location or individual Meters
2. Set the Expiration date 1
Status Message Meaning Comment
3. Make the User inactive
Unrecognized Meter(s) The Meter User has run a The Meter User may be
test on a Meter, but is not correctly assigned and
included in the Census Downloaded to other
Meter User list. Meter(s).

New Meter(s) assigned The Meter User has not The Meter User may have
been Downloaded to one been correctly Downloaded
or more assigned meters. to other Meter(s). 2
3
No Meter(s) assigned The Meter User has no
Meters assigned.

Meter(s) updated The Meter User has been This is the normal state. The Meter User Status is normally New Meter(s) assigned, and the
Downloaded to all Assigned Meters window lists each New Meter that has been assigned
assigned Meters. as New Meter.

9.1.3 To Edit an Existing Meter User


9.1.2 To Add a New Meter User 1. Double Click on the required record in the grid.
TIP: Assigning a Meter User to a

Meter does not update the Meter. 1. Right Click anywhere in the grid area. 2. If required, edit the Meter User Name and Department.
To update a Meter, the Users 2. Click on Add New. 3. If required, either: Enter the Certification Date and then
must be Down-loaded to a Meter select 3, 6 or 12 months to determine the Expiration Date
using Meter Communication.
3. Enter the Meter User ID (required).
Or:
4. Enter the Meter User Name and Department (optional).
Enter the Expiration Date.
5. Either: Enter the Certification Date and then select 3, 6 or 12
months to determine the Expiration Date. 4. If required, click on the check box for each Meter the user may
use.
Or:
5. If required make the Meter User Inactive.
Enter the Expiration Date.
6. Click on Save or OK.
6. Click on the check box for each Meter the user is authorized to
use.
7. Click on Save or OK. 9.2 Inactive and Delete
TIP: A Meter User without a

Active/Inactive and Delete are right click options. A Meter User is
current Expiration date is
normally flagged as Inactive when she is no longer performing tests on
automatically flagged as
the Meter. Inactive Users are excluded from being Downloaded to a
Inactive.
Meter.

62 63
A Meter User can only be Deleted if she has no tests currently in the 9.4 Search
database.
To Search the Meter User database, click on the Search icon in the
To delete or make a Meter User Inactive: menu bar.
1. Right Click on the required record.
2. Click on Delete or Inactive as required.
3. The Meter User is removed from display on the User Details FIGURE 9D - METER USER SEARCH
screen.
1. Select a combination of filters
2. View the results of the search
TIP:
If the Unrecognized 9.3 Unrecognized Meter Users 3. Reset the filters to default values
Meter User Alert is enabled, an If a test is run on a Meter by a user who has not been Downloaded to
Alert is generated.
that Meter, the Meter User is termed Unrecognized. The Meter on
1
which the unrecognized test was run is labeled Unrecognized Meter
in the Assigned Meters window.

9.3.1 To Approve an Unrecognized Meter User for the Meter


2
1. Double Click on the Unrecognized Meter User record. The
Unrecognized Meter is shown in red and checked. 3
2. Click on Save or OK.
3. The Meter Status changes to New Meter, and the Meter User
status changes from Unrecognized Meter(s). Select the filters you want to use in order to query the database. Filters
9.3.2 To Disapprove an Unrecognized Meter User for the Meter are additive so the result must meet all of the Search criteria you
specify. The Search settings are maintained between searches, so you
1. Double click on the Unrecognized Meter User record. The can easily modify your Search settings to make your search more
Unauthorized Meter is shown in red and checked. specific.
2. Click on the Meter check box to unselect it.
3. Click on Save or OK.
4. The Meter is removed from the Assigned Meters window, and 9.5 Manage Users
the Meter User status changes from Unrecognized Meter(s). The Manage Users tab is used to display all of the Meter Users assigned
to a Meter. In addition, Meter Users from one assigned Meter can be
copied to another assigned Meter.

64 65
10. METER CONTROL
FIGURE 9E - MANAGE METER USERS
3
1. Click on a Meter to display its Users Monitoring the Meter status is performed from the Meter Control
2. Right click for more options screen. Setting up the testing environment is described in Section 4.9.
3. Click Copy User to prepare to copy 1 4
Users to additional Meters
4. Select the Meters to be copied to
FIGURE 10A - METER CONTROL
2 3
1. Select the Meter to display
2. Standard settings for the Meter 2
Location 1
3. Current settings Uploaded from the
9.5.1 To Display the Meter Users Assigned to a Meter Meter
TIP: Right click options are

available to Edit a Meter User,


4. Current and Standard normal ranges
1. Click on the Manage Users tab.
make her Inactive or Delete the for the Meter 4
2. Click on the required Meter on the tree. All the Meter Users
Meter User from the database.
assigned to the Meter, including Inactive Users are displayed.
9.5.2 To Copy Meter Users to Another Assigned Meter
TIP: Copying Meter Users to a

Meter does not update the 1. Click on the Copy Users button. A second Meter tree appears,
Meter. To update a Meter, the with a Copy button.
Users must be Downloaded to a 2. Select the Meter to copy from the left hand tree.
The current Meter settings can be uploaded automatically once each
Meter. (See Section 11) 3. Select the Meter(s) to which you want to assign the Meter Users day at a time that is normally set by the system administrator. Details
by clicking the check box on the right hand tree. on how to set up Automatic Meter Settings uploads are described in
4. Click on the Copy button. The Meter Users are assigned to the Section 4.2. You can also perform a manual upload of Meter Settings as
new Meter(s) in the Triage Census ATM System database. described in Section 11.
If the system detects a mismatch between the uploaded Meter settings,
9.6 Meter User Download called the Current Settings, and the Standard Settings set up in Section
Selecting the Download tab puts you in the Meter Communication 4.9, the Meter is shown in red on the Meter tree in the Meter Control
screen. (See Section 11 for details.) Automatic Uploads are stopped, screen.
and the Meter Communication screen has the Download Meter Users To correct a mismatch, either the Standard Settings must be changed,
mode selected. However, Meters are not pre-selected. or they must be Downloaded to the required Meters.

66 67
11. METER COMMUNICATION

TIP: With Triage Census


Census,
ATM
the The Meter Communication screen allows you to control and monitor
system,
term Upload
the term
is always
Uploadfrom
is the all communication between the Triage Census ATM System and
always
Meter and
fromDownload
the Meterisand
always Meters. It has 4 main modes of operation: Automatic Meter Uploads,
Download
to the Meter.
is always
The arrow
to the
on the Manual Meter Uploads, Manual Downloads, and Deleting Patient
Meter.
Meter Communication
The arrow on the screen
Meter Results from a Meter.
Communication
indicates the direction
screenthat the
indicates
informationtheflows.
direction that the
information flows. 11.1 Manually Polling Meters
The Meters are connected to the server, either through a serial
connection or over a network. The Triage Census server uses a
polling technique to communicate with each Meter in turn.

FIGURE 11A - METER COMMUNICATION SCREEN

1. Identify Meters that are connected 8 7


2. Change ports to be polled, Hide
Meters and adjust the Polling Interval
3. Change between Automatic and
Manual modes
4. Start or Stop Manual or Automatic
transfers
5. Obtain Upload and Download history 6
6. Select Meters for Manual transfers
7. Status of the most recent Upload or
Download
8. Status of the most recent 3
communication with the Meter 1
2 5 4

If you have sufficient privileges, you can initiate a Manual Poll of the
Meters. Simply click on the Poll button. Each Meter that is available is
displayed in the grid at the top of the screen, and also in the menu
tree. The grid shows the last time the Meter was polled, the Meter
status and the computer port to which it is connected.

68 69
11.1.1 Meter Status Codes TIP: The system may be set to
11.2.1 To Perform Automatic Meter Uploads
start Automatic Meter Uploads 1. Select the Meter Communication screen from the main menu.
when the Triage Census system
is started. To enable this 2. Click on the Select Automatic/Select Manual button to
FIGURE 11B - METER STATUS MESSAGES toggle it so that Automatic Upload Mode is displayed in the
feature see Section 4.2.3 - Auto
Start Meter Communication Triage Census box. All Meters in the Meter tree are automati-
Status Message Meaning cally selected, if available. The arrow indicates the direction of
the transfer.
No new results The Meter has no new Patient, QC Sample or QC Device results.
3. Click on the Start button.
Uploading new results The Meter has new Patient, QC Sample or QC Device results, and 4. The system indicates the communication status, and the Triage
is uploading them. Census User ID of the person initiating the Automatic Upload,
Meter unavailable The Meter cannot be communicated with. It may be turned off or in the status window.
disconnected from the network. The system displays the status of the most recent Upload in the right
hand part of the grid at the top of the screen.
Busy The Meter is running a test and is unavailable for communication.
11.2.2 Meter Communication Status
The Status of Meter Communication is displayed at the top of the
11.2 Automatic Meter Upload Triage Census Window to the right of the Main Menu Buttons. The
status message is dynamic and reflects the current status of Meter
Automatic Meter Upload is the normal state. All Meters that are communication.
available on the network are automatically polled in a polling cycle and
if new Patient, QC Sample or QC Device results are detected, the new
results are automatically Uploaded. FIGURE 11C - METER COMMUNICATION STATUS
The Triage Census ATM System checks all the com ports that are
attached to it in turn. If it finds a Meter connected to the com port, it 1. Current Status 1
checks to see if the Meter has any new Results since the last Meter
Upload. If a new Result (or Results) is detected, the new Result is
Uploaded before the system continues, and on completion it then polls
the next com port in the sequence. If no new Results are detected in
the Meter, the system polls the next com port in the sequence, until all
com ports on the Polling List have been polled, and any new results 11.3 Manual Downloads
Uploaded.
Manual Downloads are used primarily to transfer Meter Users to the
The user can define a Polling Interval. When the system has completed Meters, and to update the Meters to Standard Settings, if needed. The
polling all of the com ports in sequence the service goes into a Wait capability to update the Meter Clock to the Triage Census server clock
state until the Polling Interval has expired, and then automatically re- time is also provided.
starts, polling the first Meter on the Polling List. If the Polling Interval
expires before the service has completed polling all its ports, the Meter Downloads are often initiated from the Meter Users or Meter
sequence re-starts immediately after the last com port has been polled Control screen. If Automatic Uploads are running, you are asked
(and any new results have been Uploaded). whether you want to stop them since this is necessary before
completing a Manual Download.

70 71
The system displays the status of the most recent Download in the
FIGURE 11D - DOWNLOAD TO METER right hand part of the grid at the top of the screen.

1. Select Manual to initiate a Manual


Download 11.4 Manual Uploads
2. Select the items to Download 2 Manual Uploads are used to Upload test results from selected Meters
3. Select the Meters to Download to 3
under manual control, and to Upload Meter Settings.
4. Select Start

1 FIGURE 11E - UPLOAD FROM METER

1. Select the Upload tab 1


4
2. Select the items to Upload
3. Select the Meters to Upload to
4. Select Start 3
TIP: A Meter User Download
11.3.1 To Perform a Manual Download 2
replaces all the Meter Users in 1. Select the Meter Communication screen from the main menu,
the selected Meters, not just or access it from Meter Users or Meter Control.
new or changed records.
2. Click on the Select Automatic/Select Manual button to
Likewise, all the Meter Settings
toggle it so that Manual control panel is displayed in the Triage
are changed, not just the new
Census ATM System box. All Meters in the Meter tree are
values.
deselected. 4
3. Click on the Download tab, if this is not already selected. The
arrow indicates the direction of the transfer. 1. Select the Meter Communication screen from the main menu,
4. In the Triage Census box, select the Download options you or access it from Meter Users or Meter Settings.
wish to perform. 2. Click on the Set Automatic/Set Manual button to toggle it so
5. On the Meter tree, select the Meter(s) to which you want to that Manual control panel is displayed in the Triage
Download. Census box. All Meters in the Meter tree are deselected.
6. Click on the Start button. 3. Click on the Upload tab, if this is not already selected. The
7. The system indicates the communication status, and the Triage arrow indicates the direction of the transfer.
Census ATM System User ID of the person initiating the 4. In the Triage Census box, select the Upload options you wish
Manual Download, in the status window. to perform.
8. On the Meter, a message Remote Access in Progress is 5. On the Meter tree, select the Meter(s) from which you want to
displayed while the transfer is in progress. upload.
9. The Download progresses to each Meter selected. If a communi- 6. Click on the Start button.
cation error is detected on one Meter, the Download automati- 7. The system indicates the communication status, and the Triage
cally switches to the next Meter. Census User ID of the person initiating the Manual Download,
in the status window.

72 73
The system displays the status of the most recent Upload in the right 11.6 Managing Meter Communication
hand part of the grid at the top of the screen.
11.6.1 Setting Up Auto Communication

TIP: The Delete function


11.5 Delete Patient Results FIGURE 11G - METER COMMUNICATION SET UP
removes all the Patient test The Meter can normally store several hundred Patient test results
results in the Meter memory. 1. Click on the Comports to prevent them
depending on the model in use. When the limit is reached, new tests
from being Polled
are added in a first-in-first-out process. It can be advantageous to keep
2. Click on the Meters to hide them in 2
the patient results below the limit by deleting them.
Menu trees, Search and Report filters
3. Set the desired Polling Interval 1
FIGURE 11F - DELETE PATIENT RESULTS
1
1. Select the Delete tab
2. Select the Meters for Patient Result
deletion 2
3. Select Start
3

3
If you have appropriate privileges, you can set the Polling Interval and
TIP: When hidden, the Meter is
which com ports to poll, as well as hide Meters that may have been
1. Select the Meter Communication screen from the main menu, removed from all search filters
or access it from Meter Users or Meter Settings. taken out of service from being displayed. The system is delivered
options and menu trees. with com ports 1 and 2 enabled (not hidden).
2. Click on the Select Automatic/Select Manual button to However, hidden Meters can be
toggle it so that Manual control panel is displayed in the Triage viewed by selecting the View 1. From the Meter Management menu option, select Meter
Census box. All Meters in the Meter tree are deselected. Hidden Meters check box Communication.
3. Click on the Delete tab, if this is not already selected. above the Meter tree in the 2. With Meter Communication stopped, Click on the Set Up button
Meter Control screen. 3. In Hide com ports, check each com port that you do not want
4. On the Meter tree, select the Meter(s) for which you want to
delete patient results. the system to poll. By restricting polling to the com ports that
5. Click on the Start button. have a Meter attached, polling time can be significantly
reduced.
6. The system indicates the communication status, and the Triage
Census User ID of the person initiating the Manual Download, 4. Set the Polling interval in minutes and seconds. This is the time
in the status window. delay before the start of each polling cycle.
On the Meter, a message Remote Access in Progress is displayed while 5. Click on Meters you wish to Hide.
the transfer is in progress. 6. Click on Save or OK.

74 75
11.6.2 Reviewing Communication Status 12. WORKING WITH ALERTS
By clicking on the Details button, you can look at a report that shows
details of the most recent Upload and Download for each Meter.
The Triage Census ATM System generates Alerts for important events
so that you can monitor and control Triage testing without the need
FIGURE 11H - METER COMMUNICATION DETAILS to spend extensive time interacting with the software. As explained in
Section 2, Alerts are generated for testing Locations. The system can
1. Display the most recent generate screen Alerts and Email Alerts.
Upload/Download operation for
each Meter
12.1 Email Alerts
Email Alerts are sent to the Email addresses that have been set up.
1 Email Alerts are only generated the first time the Alert condition is
detected, so the recipient does not receive multiple Alerts for the same
condition.
If the Alert is cancelled, and the condition re-occurs the Email Alert is
re-triggered.

12.2 Screen Alerts


11.6.3 Download Errors
Screen Alerts cause the Alert icon to flash red. To view Alerts, click on
For Downloads, the Meter must be on one of the 4 most commonly the Alert icon. Only Triage Census ATM System users with Alerts
used Meter screens and it may be necessary for the user to request that permission have access to the Alerts window.
the correct Meter screen be selected, and then re-try the Download.
The allowed Meter Screens are:
a. Run Test
FIGURE 12A - SCREEN ALERTS
b. Patient Result Display 1. Date and time that the Alert was 1
c. QC Sample Result display created 3 2
d. QC Device Result Display 2. The number of times the Alert has
been detected since it was first
created
3. Click View to display all Alerts for a
date range. You can select Cancelled, 4
Current or All Alerts.
4. Cancels all selected Alerts

76 77
Each un-cancelled Alert is displayed. If the same Alert has been 13. INTERFACING WITH LABORATORY
triggered more than once, the count column is updated and the date INFORMATION SYSTEMS
and time of the last occurrence is displayed in the date and time
column. The date and time of the first occurrence is normally
displayed in the description. The Triage Census ATM System can be installed with Triage Census
Connect Software in order to transfer patient test results to Laboratory
12.2.1 Canceling Alerts Information Systems (LIS). The combined system is called the Triage
TIP: In order to select records

Census ATM Connectivity System.


that are not next to each other, Alerts are automatically cancelled after the number of days specified in
press the Ctrl key while you Set Up. However, it is a good idea to keep the number of open Alerts The Triage Census Connect Interface provides the capabilities and
click on each record. To select small by manually canceling Alerts regularly. tools to complete a successful LIS connection. However, since most
several records that are next to To Cancel an Alert: LISs have different characteristics, and institutions have different
each other, press the Shift key policies and operational needs, each specific interface is customized to
while you select the first and 1. Select the Alert from the grid by double clicking it. meet those needs. The installation and customization of a Triage
last records. All the records in 2. To cancel all Alerts, click on the button Select All. Census Connect Interface is performed by Biosite Technical Services
between are selected. 3. Click Cancel Alerts. The selected Alert(s) are removed from personnel, in cooperation with the customers representatives.
the grid and added to the Cancelled list.
This section describes the general operation of the Triage Census
Connect Interface but does not necessarily describe how any particular
To View Canceled Alerts: installation is configured.
1. On the Alert window, click View.
2. Select the date range for Alerts. 13.1 General
3. From the Status drop down list, select Canceled.
When used to connect to an LIS system, the Triage Census ATM
4. Click on View Alerts. System functions in an enhanced mode, with special features to
5. All the cancelled Alerts for the date range are displayed. manage the Patient test results Upload to the LIS.
The system has two LIS modes. In the first mode, results that pass
through the Exception filter successfully are automatically given a
status of PENDING (meaning PENDING Upload to LIS) and then
automatically passed on to the LIS system from the LIS Connectivity
Interface software. The second method requires manual Confirmation
that the result is correct before it is passed on to your LIS. Confirming
the test result changes its status to PENDING, and it is then processed
as above.
If a test result is flagged as an Exception by the Exceptions filter, or its
test status is changed manually to EVALUATE, the results status is made
EVALUATE and the record is not passed to LIS.
On completion of the Upload to LIS, information about the LIS Upload
is passed back to the Triage Census ATM System and displayed with
the test result. If the LIS Upload was successful, the LIS status changes
to COMPLETE, and the Accession number is displayed (if available)

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along with the LIS Upload date and time. If it was unsuccessful, the 13.2.1 Setting Up the LIS Mode
status FAILED is displayed, normally with a reason for the failure.
1. Select the General screen from the set Up menus.
The Triage Census ATM System provides extensive controls to lock 2. Click on the Enable LIS Connectivity check box.
records during and after LIS Upload, and to make controlled changes 3. If you want to manually Confirm patient test results before
to the Patient test results so they can be successfully Uploaded to the Upload to your LIS, check the box Confirm Test Results prior
LIS. to LIS Upload.
4. Click on Save or OK.
13.2 Selecting LIS Mode
The Triage Census Connect Interface is installed by Biosite technical 13.3 Managing LIS Uploads
personnel, working with customer personnel. In order to enable the The biggest changes due to the selection of LIS mode are on the View
enhancements needed for LIS connectivity, the LIS mode must be Results screen. This screen is used to display the status of the LIS
enabled. Upload.

FIGURE 13A - SET UP LIS OPTIONS FIGURE 13B - VIEW RESULTS WITH LIS

1. Check here to Enable communication 1. Test Status for LIS Upload 4


2. The date/time the result was Uploaded 1
with the LIS Interface
2. Check here to allow manual review of to LIS
3. The Accession number provided by the 2
Patient test results prior to Upload to
LIS LIS (if available)
4. The result is locked if it has been 3
transferred to the LIS Interface

When a test result has a PENDING status it is passed to the Triage


Census Connect Interface, which then completes the transfer of the
test result information to LIS. Upon completion, or failure of the
transfer, the test result status is updated and displayed on the View
Results screen.

1
2

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13.3.1 LIS Transfer When Confirmation Is Not Required. 13.3.2 LIS Transfer When Confirmation Is Required.
The following table shows the available Status settings in the LIS The following table shows the available Status settings in the LIS
Upload process. All the Status options except COMPLETE can be Upload process. All the Status options except COMPLETE can be
changed using the User Changes right click menu option from the changed using the User Changes right click menu option from the
View Results screen. View Results screen.

FIGURE 13C - AVAILABLE STATUS SETTINGS FIGURE 13D - AVAILABLE STATUS SETTINGS
Status Event Effect Status Event Effect
PENDING Test result Uploaded from The test result is ready for Upload to LIS, CONFIRM Test result Uploaded from The test result is waiting to be confirmed
the Meter without Exceptions and is transferred to the Triage Census the Meter without Exceptions by the User.
Connect Interface every 4 seconds*.
When it has been transferred to the PENDING The User approves the test The test result is ready for Upload to LIS,
interface, it is locked to prevent User result and changes the status and is transferred to the Triage Census
Changes. to PENDING in the User Connect Interface every 4 seconds*.
Changes mode of the View When it has been transferred to the
COMPLETE Test result Uploaded to LIS The Accession number and LIS Upload Results screen. interface, it is locked to prevent User
successfully date and time are displayed on the View Changes.
Results screen. The record remains locked
to prevent any User Changes. The status COMPLETE Test result Uploaded to LIS The Accession number and LIS Upload
COMPLETE cannot be changed by a User. successfully date and time are displayed on the View
Results screen. The record remains
FAILED Test result Upload to LIS failed The Upload date and time are displayed. locked to prevent any User Changes. The
A reason for the failure is normally status COMPLETE cannot be changed by a
displayed in the LIS Upload Comment User.
box. The record can be changed to correct
the error and the Status changed to FAILED Test result Upload to LIS failed The Upload date and time are displayed.
PENDING. A reason for the failure is displayed in the
LIS Upload Comment box. The record can
HOLD Set by the User in the User The test result is not available for Upload be changed to correct the error and the
Change right click mode from to LIS. The HOLD status can be changed Status changed to PENDING.
the View Results screen. It can using the User Changes feature from the
also be set from the Triage

View Results screen. HOLD Set by the User in the User The test result is not available for Upload
Census Connect Interface Change right click mode from to LIS. The HOLD status can be changed
software by flagging the record the View Results screen. It can using the User Changes feature from the
as Evaluate also be set from the Triage View Results screen.
Census Connect Interface software
EVALUATE Test result Uploaded from the The test result must be manually approved, by flagging the record as Evaluate
Meter with one or more if required, by changing the test result
Exceptions. status to PENDING in the User EVALUATE Test result Uploaded from the The test result must be manually
Changes windows Meter with one or more Exceptions. approved, if required, by changing the
test result status to PENDING in the User
*with the Triage Census Connect Interface in Changes window.
Auto mode.
*with the Triage Census Connect Interface in
Auto mode

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13.4 Patient Result Locking
FIGURE 13E - TRIAGE CENSUS CONNECT SCREEN
In order to control changes to patient result records during or after the
LIS Upload process, the Triage Census ATM System disables changes 1. Patient test results ready for transfer to
(locks the record) at the appropriate times. The normal LIS Upload LIS 1
2
sequence for a Patient result record is as follows: 2. Click File, then select View Pending
Results to add PENDING results to the 3
1. LIS status set at PENDING.
LIS Interface list
2. The Patient result is added to the LIS Interface List of the
3. Click Interface to control the upload of
Triage Census Connect Interface. The result is locked by LIS.
results to LIS
3. The LIS Interface Uploads the Patient result information to the
LIS.
4. The LIS status for the patient is set to COMPLETE. The result
remains locked.
The patient result is unlocked when an LIS Upload failure has occurred,
or when a result is in EVALUATE or HOLD status.

13.5 Using The Triage Census Connect Software 13.5.2 How the LIS Upload Works

The Triage Census Connect software may be installed on the same The Triage Census Connect software polls the Triage Census ATM
computer as the Triage Census ATM System, or it may be installed on System for all records with an LIS Status of PENDING. The patient test
another computer on the network. In both cases, it functions identically. result information needed by the LIS system depends on the particular
LIS system, and the Hospitals policies, so it is specially configured for
13.5.1 Initiating the LIS Interface Software each customer. Some of the patient test result information, such as test
time and concentration values, is displayed on the LIS Interface List.
1. Once installed, from the Start menu select Programs.
2. Select Triage Census Connect. When a patient test result is on the LIS Interface List, a notice is
displayed on the Patient Results Summary and Analyze Data screens.
3. The Triage Census Connect Interface window is displayed.
The LIS Upload sequence is then initiated, either manually by the user,
or automatically by the LIS Interface software.
There are two basic methods of completing the LIS Upload. Your
system is configured for the method your organization selected. The
method is not selectable by the user.

13.5.3 Terminal Emulation Mode


In this mode, the Triage Census Connect software emulates a LIS User
entering patient test information. The LIS Interface software logs on
to the LIS, and then runs a script emulating a data entry session. The
script obtains the required information for data entry from two places:

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1. Patient data from the database. TIP: In order to pick records
13.5.6 Uploading Selected Records to LIS
2. Constant values programmed into the script (such as Triage that are not next to each other, 1. On the Triage Census Connect screen, click on View Pending
for Test Type). press the CTRL key while you
Results.
click on each record.
2. Click on the record(s) to be Uploaded. Selected status is
The script is programmed by Biosite technical personnel and cannot be indicated by highlighted records.
altered by the customer. It also is used to custom configure the LIS 3. Click on Transfer Selected.
interface, so that special considerations such as LIS Upload timing, data TIP: In order to pick several

records that are next to each 4. The status bar displays the Patient ID in the Currently
display characteristics, and other needs can be accommodated.
other, press the Shift key on Transferring Sample ID line, and shows the status of the Upload.
On completion, the LIS system assigns an Accession Number to the first and last records. All 5. When the Upload for the selected record is finished, the record
acknowledge and identify the completed Upload session, and this the records in between are is removed from the LIS Interface List.
information is sent to the Triage Census ATM System, along with a LIS selected. 6. The Upload sequence starts for the next selected record in sequence.
status of COMPLETE.
7. When all selected records have been Uploaded, the LIS
If the Upload fails for some reason, the LIS interface aborts the data Interface Stopped! message is displayed.
entry session and passes a FAILED status to the Triage Census ATM
System, and a failure reason, if available. In both cases, COMPLETE and
FAILED, the patient test result is removed from the LIS Interface List, so 13.5.7 Uploading Records Automatically to LIS
the result is no longer available for Upload to the LIS. 1. On the Triage Census Connect screen, click on Start.
13.5.4 HL7 Mode 2. All PENDING results are automatically added to the LIS List and
TIP: There is no indication on

are displayed in the window.
In this mode, instead of emulating a data entry session, the necessary the LIS interface that the
Upload was successful. In 3. The Upload for the first (top) record on the LIS Interface List is
data is imported directly into the LIS database using a standard
order to check the LIS Status, initiated.
protocol called HL7. It is not possible for the user to monitor the
session as in terminal emulation mode, but in general the data is refer to Section 13.3. 4. The status bar displays the Patient ID in the Currently
obtained from the same sources, and on completion COMPLETE or Transferring Sample ID line, and shows the status of the Upload.
FAILED Uploads are handled in the same way as terminal Emulation. 5. When the Upload for the record is finished, the record is
removed from the LIS Interface List.
13.5.5 Uploading a Single Record to LIS 6. The Upload sequence starts for the next record in sequence.
TIP: There is no indication on

the LIS interface that the 1. On the Triage Census Connect screen, click on View Pending 7. When all records on the LIS Interface List have been Uploaded,
Upload was successful. In Results. the LIS Interface Stopped! message is displayed.
order to check the LIS Status, 2. Click on Single Transfer.
refer to Section 13.3.
3. The first (top) record on the LIS Interface List is highlighted 13.5.8 Stopping the Upload
with a box, and the Upload is initiated.
The Stop command is enabled when all LIS Upload modes are in
4. The status bar displays the Patient ID in the Currently TIP: There is no indication on
progress. Stopping an Upload does not halt the Upload of the current
Transferring Sample ID line, and shows the status of the Upload. the LIS interface that the record, but terminates the LIS Upload process until the user selects
5. When the Upload is finished, the LIS Interface Stopped! Upload was successful. In another Upload mode.
message is displayed. order to check the LIS Status,
6. The record is removed from the LIS Interface List. refer to Section 13.3. 1. On the Triage Census Connect screen, click on Stop.
2. The message LIS Interface Stop Detected. Completing Current
Transfer is displayed.

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13.5.9 Updating the LIS Interface List 14. DATA IMPORT AND EXPORT
The LIS Interface List is updated in two ways automatically during
the Upload sequence, and manually.
The system can be used to export Patient and QC test data to a tab
13.5.10 Manually Updating the LIS Interface List delimited text file. This capability may be useful to manipulate test
data in spreadsheet or database software. Meter User data can be
1. On the Triage Census Connect screen, click on File.
exported to a comma delimited file (for example to preserve it in the
2. Click on View Pending Results. event it is necessary to reload the database). It can also be imported
3. The LIS Interface List is updated with all patient test result into the database when needed.
records with an LIS status of PENDING.
IMPORTANT: The other two options under the File command are 14.1 Export Patient Records and QC Records
intended for Biosite technical personnel only, and should not be
accessed by a user. To export data take the following steps:
1. From the Reports screen select the Export Tab.
13.5.11 Automatic Updates to the LIS Interface List 2. Select the data type you wish to export. The options are:
The LIS Interface List is also updated automatically as follows: a. Patient Details report for Patient records
In Single Transfer mode the LIS Interface List is updated b. QC Sample report for QC Sample records
after the Upload has been finished. c. QC Device report for QC Device records
In Transfer Selected mode the LIS Interface List is updated 3. Select the test date range for the data (default is last month)
after each record Upload has been finished. 4. Select the data items you wish to export
In Automatic mode the LIS Interface List is updated every 4 5. Select the Export button
seconds, and after each record Upload has been finished.
6. At the prompt Use Default name?, select:
13.5.12 Flagging Records a. Yes to use the default file name
The Triage Census Connect User can manually flag selected records b. No to select a file name and location from the tree
for Evaluation. Flagging a record has the following effects: directory. Then select Save.
The record is removed from the LIS Interface List. 7. All of the records in the data set are saved in the selected file
In the Triage Census ATM System, the Patient
result LIS Status is changed to HOLD. 14.2 Export Meter User Records
To export Meter User Records
1. From the Meter Management menu, select Meter Users
2. Right click anywhere on the grid, and select Export
3. At the prompt Use Default name?, select:
a. Yes to use the default file name
b. No to select a file name and location from the tree
directory. Then select Save
4. All of the records in the data set are saved in the selected file,
in the format needed for a subsequent import.

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14.3 Import Meter User Records 15. AUDIT REPORTS
To import Meter User Records from a previously exported data set
1. From the Meter Management menu, select Meter Users The System tracks important additions and changes to the database.
2. Right click anywhere on the grid, and select Import This allows the Administrator or a System User with assigned permis-
3. Select the filename and directory from which to import sions to run a variety of Audit Reports.
4. Click on Open Audit Reports are accessed from the Analyze Data menu under Reports.
5. All of the records that had previously been exported are restored After generating an Audit report, the report may be printed or
to the Meter User data table exported in a tab delimited text format.

FIGURE 15 - AUDIT REPORTS


1. Audit Reports Tab 1 2 4 5
2. Report Selector
3. Filters
4. Export
5. Print 3

To print a report:
1. From the Audit Reports menu screen select the desired Report.
2. If you want to use Report filters, click the Use Filters check box
and select the desired filter options.
3. Select Preview to see the report.
4. Click on the Print icon.

To export a report:
1. From the Audit Reports menu screen select the desired Report.
2. If you want to use Report filters, click the Use Filters check box
and select the desired filter options.
3. Select Preview to see the report.
4. Click on the Export icon.
5. Choose a location to save the file
6. Enter a file name and click Save

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ASSISTANCE

If you have any questions regarding the use of this product, please call 1-888-246-7483. For other areas outside the U.S., contact
+1-321-441-7200 or your local distributor.

Any product warranty is conditioned upon observance of Inverness Medical's published directions with respect to the use of
Inverness Medical products. UNDER NO CIRCUMSTANCES WHATSOEVER SHALL INVERNESS MEDICAL BE LIABLE FOR ANY
INDIRECT, SPECIAL, INCIDENTAL OR CONSEQUENTIAL DAMAGES.

TRIAGE, CODE CHIP, TRIAGE CENSUS, BIOSITE, and NEW DIMENSIONS IN DIAGNOSIS are trademarks of the
Inverness Medical group of companies.

Biosite Incorporated
9975 Summers Ridge Road
San Diego, California 92121
+1-858-597-4815
www.biosite.com
Made in USA

2010 Inverness Medical. All rights reserved.


PN: 22643 Rev. C

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