Specimen handling

Step by step

1. Select the encounter Licensed Clinician

   Licensed Clinician confirms patient and visit before opening a specimen record.

   • Confirm visit identity
   • Updates Encounters, Patients

2. Order the specimen Licensed Clinician

   The clinician records the specimen type against the encounter and starts with Ordered status.

   • Record type and Ordered state
   • Updates Specimens, Encounters

3. Collect the sample Licensed Clinician

   Enter the collection date and accession number and move it to Collected. The accession number must match the physical handoff.

   • Add collection date and accession number
   • Updates Specimens

4. Receive it Licensed Clinician

   Licensed Clinician records Received after the specimen reaches the next step. The encounter link remains the reference for care review.

   • Distinguish receipt from collection
   • Updates Specimens

5. Record the outcome Licensed Clinician

   The team marks Tested after processing or Rejected when the specimen cannot proceed. Clinical Reviewer can read the final state with the visit.

   • Preserve Tested or Rejected state
   • Updates Specimens, Encounters

6. Arrange follow-up Licensed Clinician

   Where rejection calls for another action, Clinical Coordinator or Licensed Clinician assigns a patient care task with an owner and due date.

   • Assign a next action to a person
   • Updates Care tasks, Patients

Licensed Clinician

Captures and updates specimen records; Clinical Reviewer reads case evidence; Clinical Coordinator coordinates patient follow-up.