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  1. OT / Surgery Scheduling
  2. Features
  3. Specimens and dispensations
Feature · Specimens and dispensations

Specimens and dispensations

Keep specimen progress and medication dispensation tied to the right visit.

OverviewSpecimens in process
OT / Surgery Scheduling · Specimens and dispensations

Specimens in process

Specimens

New
Ordered2
IDD-319ENC-3547
15 Oct
IDD-123ENC-1987
14 Oct
Add
Collected2
IDD-255ENC-5958
23 Oct
IDD-599ENC-9138
12 Oct
Add
Received2
IDD-773ENC-7758
11 Oct
IDD-558ENC-9490
09 Oct
Add
Example screen with sample data

What you can do

Track specialty evidence on the encounter

A specimen record links to an encounter and carries its type, collection date, accession number and processing status. Licensed Clinician can record it when care produces a specimen. Ordered, Collected, Received, Tested and Rejected describe the visible steps or exception. Clinical Reviewer can read that progress as part of the encounter evidence.

A pharmacy dispensation record also links to the encounter. It records the medication, lot number, quantity, unit and the person who authorized it. The record lets a reviewer see what was dispensed for that visit and who is attributed as authorizer. The team should select the encounter before entering either record, especially for patients with repeated visits.

How the work is organized

  • Specimen capture. Licensed Clinician enters the specimen type against the current encounter.
  • Progress record. The team adds collection and accession details, then updates specimen status as processing proceeds.
  • Dispensation record. Licensed Clinician records medication, lot, quantity, unit and authorizer against the encounter.

The same encounter can have several specimens or dispensations. Use separate records so a rejected specimen remains visible next to the later one collected for the same visit. The accession number is the practical handoff reference when results are coordinated with a laboratory. The medication lot and unit make a dispensation intelligible during later review.

What to agree during setup

Agree how specimen types are named, where the accession number comes from, and who changes a specimen to Received or Tested. Decide what evidence is required when a specimen is Rejected. If a laboratory system supplies processing information, set the handoff and reconciliation practice during implementation. For dispensations, agree how the medication name, unit and authorized person are checked before saving.

Rehearse both a normal specimen path and a rejected specimen. The Licensed Clinician has manage access to specimens and pharmacy dispensations. The Clinical Reviewer can inspect both. Clinical Governance Administrator maintains clinician privilege information that the team may review alongside the person named as authorizer.

Check the handoff on an actual case

During a patient’s encounter, the clinician records a specimen as Ordered. After collection, they add the collection date and accession number and change it to Collected. Receipt and testing are recorded as those events occur. The reviewer uses the accession number and status to understand what happened on this visit. If collection is rejected, the clinician records Rejected on that specimen and creates a distinct record for any later replacement.

For a medication dispensation on the same encounter, the clinician enters its name, lot number, quantity and unit, and selects the authorizing person. The reviewer can inspect that record beside the encounter’s note and observations. The team should check each record’s encounter link before calling the visit documentation complete.

What your team sees

  • Specimens in process — Ordered, collected and received specimens with accession detail.
  • Encounter status board — Active visits whose specialty evidence may need review.

Follow the work through

See processing specialty evidence and documenting care. The integration guide helps define a laboratory or pharmacy handoff.

What it keeps track of

Data model
Specimens
Lab specimens and their processing state
Pharmacy dispensations
Medication dispensations with lot and quantity
Encounters
Patient visits and care episodes
People
OT staff and clinicians

Who uses it

Permissions
Licensed Clinician
Records specimens and dispensations; Clinical Reviewer inspects their evidence; Clinical Governance Administrator maintains privilege records; Admin supports access.

Set up OT / Surgery Scheduling your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started