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SPECIMEN TRACKING SOFTWARE

2018 Monthly Changes

2017 Monthly Changes

2015 Updates

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2013 Updates

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January 2017 Assist Tracking Changes and Updates

  • Accessioning Module – The QC notes when captured or displayed were being displayed at the bottom of the screen in red, which denotes an error instead of in blue, which denotes an informational message.  Fixed this issue.
  • Accessioning Module – Made some slight cosmetic changes to the screen.  Moved the buttons all together down at the bottom of the screen. 
  • Accessioning Module – Added the ability to enforce the scanning of a matching requisition for the bottles.  Shows the requisition in the upper right corner of the screen.  This feature can be turned on/off as necessary.
  • Admin Web Site – Chemical Assignment Type Maintenance – Modified to add the “Processing Flag” to mark an assignment of a chemical to an accession number as being done for the purpose of marking the assignment as the tissue being processed in the chemical.
  • Admin Web Site – Chemical Accession Assignment Report – Created this report to allow for reporting over the chemical accession assignment data.
  • Admin Web Site – Chemical Assignment Summary Report – Created this report to provide a summary view of the accessions that are assigned to chemicals.
  • Admin Web Site – Shipment Tracking Summary Report – Modified this report to add a machine name grouping choice for giving the end user the ability to summarize shipment tracking data to the machine level.
  • Admin Web Site – Scan Rate Report – Added logic to pull data from the timeclock data table for sites that have an active time clock interface.
  • Accessioning – Added a configuration flag to allow for a bar code scan to toggle the LIS Interface check box on and off.
  • Cassette Queue – Added the ability to pass the client alias accession information as a single consolidated value rather than as component number wheel/accession parts.
  • Slide Queue – Added the ability to pass the client alias accession information as a single consolidated value rather than as component number wheel/accession parts.
  • LIS Interface – Modified the LIS interface to support an automated file export import.  Currently, there are three variations of this import tailored to different LIS formats but will be extended as necessary.
  • Thermo POU – Modified so that an existing specimen type will pull the slide protocol automatically if one is linked.
  • Admin Web Site – Specimen Type Tracking Maintenance – Made the “Active” check box default to checked.
  • Admin Web Site – Specimen Type Maintenance – Changed the routine that loads the slide protocols to filter and only load active protocols.
  • Admin Web Site – Accession Prefix Summary Report – Modified to include from/to time in the selection criteria and fixed issue where data was not loading correctly if no collection point group was specified.
  • Admin Web Site – Security Maintenance – Added the User ID to the selection criteria.
  • Print Center – Modified the routine that loads the Label Templates to not load them if they are not Active.
  • Order Agent – Created the order agent for the use of sites that have the customer service module and need to have recurring orders of client supply orders.  The agent watches for records in the repeat orders table and generates orders inside the customer service module automatically when a frequency days threshold is exceeded.  The job is schedule to run somewhere on the network and accomplishes this without end user interaction.
  • Admin Web Site – Client Repeat Orders Maintenance – Created this screen to allow for the entry and maintenance of client supply repeat orders that are read by the Order agent outlined above.
  • Admin Web Site – Client Repeat Orders Inquiry – Created this screen to allow for a view into the orders that have been automatically created by the order agent.
  • Assist Scanner – Added the capability of adding a “duplicate scan” error driven by a check box on the screen.  This check is performed at the requisition scan and gives an error if the case has been scanned more than once at that data collection point.
  • Assist Easy Print – Added the capability to log a record in the transaction log table for sites where there is a need to know who printed objects via this module.
  • Order Closeout Module – Modified the print log to have the print date/time in the header.  Previously, it was only showing the date without the time.
  • Order Closeout Module – Modified to only include a reason, reason detail, and reference lab value if the drop down list boxes for these values are visible.  If a default was specified in the configuration, and they were not visible, the defaulted value was getting writing to the database on maintenance rather than a default value of not specified.
  • Admin Web Site – Equipment Maintenance – Added equipment status as a drop down instead of an active flag check box to allow for more options.  If the “Transferred” option is chosen, then allow for the specification of the location to which it was transferred.
  • Admin Web Site – Equipment Warning Maintenance – Created this screen to provide for the maintenance of equipment warnings.  This is part of the preventative maintenance module of Assist and is used to provide warnings associated with equipment types that can be shown to a bioengineer as part of their maintenance steps inside the Assist PM module to warn of risks associated with working with the selected equipment.
  • Admin Web Site – Equipment Warning Type Maintenance – Created this screen to provide the ability to create types of warnings that can be assigned to equipment warnings.  Examples would include:  PPE, Biohazard, Physical Danger, Hazardous materials.
  • Scanner Engine – Modified the patient name lookup subroutines to include the location identifier to support the Pathway LIS.  The change would have no impact on other LIS systems.  Old patient names were getting retrieved for display on the screen potentially from prior years.
  • Admin Web Site – Transfer Location Maintenance – Created this screen for use in the equipment maintenance section of Assist.  This is used to indicate a location that a piece of equipment may have been transferred to when it leaves the books of the lab. 
  • Check In/Out – Allow for the “image verification” view of the screen to be the default view of the screen.
  • Check In/Out – Show the timer countdown batch number on the screen after pressing the load button if necessary.
  • Check In/Out – Changed the feature where a logout is automatically performed when the process button is pressed to be a configuration option for sites where multiple batches are done at once and the logout is obtrusive.
  • Warehouse – On the pop up window for “refiling” there was a limitation when filing new instead of refiling that held the position to be a value maximum of 200.  For sites filing large volumes, such as requisitions in a file cabinet, this limit is too small (typically fine for blocks or slides).  This limitation was removed.  It had already been removed from the main storage screen, but this pop up window had been missed.
  • Check In/Out – Made extensive changes to the ability to see and assign images to processor runs.  Included is the ability to retroactively look up the pictures afterwards and also to see the scan history of what was scanned into a processor run for sites that are performing scan transactions instead of images.
  • Admin Web Site – Vendor Type Maintenance – Added a “Leasing Flag” to note a vendor type of leasing which will be used in conjunction with the equipment maintenance screen to keep track of leasing information.
  • Admin Web Site – Equipment Maintenance – Made significant changes to the appearance of this screen to make it more visually appealing.  Blocked data by functional area.  Added “leasing” fields to capture this type of data.
  • Admin Web Site – Equipment Status Maintenance – Created this screen to allow for the maintenance of equipment status information.  These status values are part of the preventative maintenance section of Assist.
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February 2017 Assist Tracking Changes and Updates

  • Easy Print Module – Modified to allow for a configurable choice as to whether or not the user of the application is required to log in via keyboard in order to use the software.
  • Order Closeout – Modified the print log routine to add a sort order choice (driven by configuration) of Doctor, Date (not time), and accession number.  Previously, date/time was in the mix.
  • Order Closeout – Modified to write to the order master audit table to provide an audit trail of changes to doctor orders.  This will include all save variations.
  • Doctor Module – Modified to write to the order master audit table to provide an audit trail of changes to doctor orders.  This will include all save variations.
  • Admin Web Site – Client Order Detail Report – Added the status user and status date to this report.  This provides the ability to see who closed a client fulfillment order in addition to who entered it so that turnaround time information can be shown.
  • Admin Web Site – Order Master Audit Report – Created this report to provide visibility to the order audit log that now exists for doctor orders to show all changes that have been made to doctor orders.
  • Admin Web Site – Equipment Warning Tracking Report – Created this report to provide the ability to pull data on the number and types of times that a bioengineer acknowledged the equipment hazard warnings when working with the preventative maintenance module of Assist.
  • Admin Web Site – Work Order Type Maintenance – Created this screen to allow for maintenance of the types of work orders that can be created inside Assist.  Examples would be Preventative Maintenance, New Installation, etc.  This is part of the preventative maintenance section of Assist.
  • Admin Web Site – Work Order Status Maintenance – Created this screen to allow for the maintenance of the status values that can be assigned to work orders.  This is part of the preventative maintenance section of Assist.
  • Manufacturing Module – Shipment Tracking – Modified the shipment tracking section of the manufacturing module to address an issue where a tracking number was scanned and no products were retrieved.  It allowed the scanning of all bar codes without an error condition being generated when this happened.  It now alerts that no child objects exist for scanning.
  • Manufacturing Module- Shipment Tracking – Modified so that the same SKU cannot be repeatedly scanned.  After “checking off” all of the products on a shipment, an error is generated.
  • Manufacturing Module – Alternate Object Start – Created the ability on a requisition scan to have the application consider one of two starting identifiers as being equal.
  • Admin Web Site – Equipment Type Warning Maintenance – Created this screen to allow for maintenance of warnings that should appear when a specific equipment type is chosen in the preventative maintenance screen.  This is used to warn technicians of dangers that might be in place when working on a class of equipment.
  • Admin Web Site – Equipment Work Order Maintenance – Created this screen to allow for the maintenance of work orders associated with equipment.
  • Admin Web Site – Label Template Maintenance – Added the label information text field to allow for detailed explanations of the label template to be provided.  This can be shown on the screens or just be available when using the web site maintenance.
  • Admin Web Site – Label Print History Report – Created this report to allow for inquiries and research to be prepared over entries into the label print history table.  This data is captured by the full accession label template printing routine that has been added to the Assist Print Center.
  • Print Center – Lab Accession Template Printing – Created this new screen inside the Print Center module to allow for the full printing of label templates to drive the requisition and bottle printing for a lab.  Labs typically either pre-print their labels or print on demand.  Assist has always provided the capability of handling print on demand.  The pre-printing in bulk, while support, is not incredibly flexible.  This new screen allows for customized templates of labels to be created and used to print full accession labels.
  • Admin Web Site – Equipment Work Order Report – Created this report to provide visibility to the work orders that have been created for equipment as part of the Assist preventative maintenance module.
  • Accessioning Module – Modified to allow for a maximum bar code length.  Any scan of a bottle that exceeds this length will trigger a double scan error.  The length is contained in the configuration.
  • Admin Web Site – Doctor Order Audit Report – Created this report to provide visibility to the various changes that might take place with a doctor order.
  • Order Closeout – Modified the order closeout to show the doctor order audit information on a separate tab on the modification screen.
  • Admin Web Site – Missing Objects Report – Added logic to exlclude transactions generated by a verification badge.
  • Doctor Module – Added auto configuration logic to allow the module to switch configurations automatically based on a different bar code identifiers.
  • Scoreboard – Modified the timer countdown grid to allow for the display of the end date/time in addition to the elapsed time counting down.
  • Admin Web Site – Equipment Type Maintenance – Modified to include a designation of “Label Printer” so that Zebra label printers can be explicitly defined.  This allows for some advanced functionality with the printing of slide labels and such where protocols can branch between slide printers and label printers inside the same protocol.
  • Admin Web Site – Accesson Distribution TAT Report – Created this report to allow for statistical visibility of when cases were distributed.  The report uses selection criteria to pull back a list of case numbers from a specific data collection group or point (i.e. Accessioning, Grossing, etc.).  It then looks for when these cases were distributed and breaks it down by hour of day and indicates what percentage have been completed and sent out of the facility.
  • Admin Web Site – Accession History Report – Modified to clean up the display of the accession number on the processing view.  Also added the tissue run size and end date/time for the countdown timer.
  • Admin Web Site – Equipment Maintenance History Report – This report has been created in the Preventative Maintenance section of Assist and provides visibility to the maintenance steps that have been performed over equipment.
  • Admin Web Site – Equipment Missing Maintenance Report – This report has been created in the Preventative Maintenance section of Assist and provides visibility to equipment that has not been maintained.  This might indicate that the machine is not under PM, that the technicians are not performing maintenance, or the equipment might have left the building.
  • Check In Module – Corrected an error that was possible in Pathway LIS labs where the double scan warning was not operating correctly due to the routine not factoring in the “Suffix inside part” logic.  This has been corrected and will warn of a double scan correctly now.
  • Admin Web Site – Shipment Tracking Information Report – Corrected an issue where the “from time” drop down box was not loading correctly.  Also changed the date field to include the date and time.
  • Admin Web Site – Shipping Summary Report – Corrected an issue where the “from time” drop down box was not loading correctly.

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March 2017 Assist Tracking Changes and Updates

  • Admin Web Site – Accession Prefix Maintenance – Modified this screen to add a “order by Sort Order” check box to the selection criteria to provide an easy method for the administrators to see the data in the same manner as will be shown in the various modules.  This makes maintenance easier for resetting sort orders as necessary.
  • Print Center – ENFD Plate Labels – Created this screen to allow for the printing of ENFD plate labels.
  • Scoreboard – Provided the ability on the main pie graphs to include the total value of all “slices” in the header description.  Also provided the ability to use a specific cut date/time instead of a rolling back hour for determining when the pull the data from the perspective of a from date.
  • Customer Service Module – Added a client fulfillment order review pop up screen.  If an order header record is double clicked, this pop up screen shows all of the data associated with the order including who entered it and who last changed the status.  A quick way of knowing when the items was completed and by whom without going to the web to run reports.
  • Scoreboard – Added an Object Requests scoreboard view to allow for grid type display of object request orders that are entered by the customer service portion of Assist.
  • Admin Web Site – Object Request Status Maintenance – Modified this screen to include a font color.  This is used when displaying object request records in different colors.
  • Admin Web Site – Doctor Order Status Maintenance – Modified this screen to clean up the font color maintenance to implement the color drop down and swatch value to improve the look of the screen.
  • Admin Web Site – Object Request Type Maintenance - Modified this screen to clean up the font color maintenance to implement the color drop down and swatch value to improve the look of the screen.
  • Admin Web Site – Client Order Status Maintenance - Modified this screen to clean up the font color maintenance to implement the color drop down and swatch value to improve the look of the screen.
  • Admin Web Site – Request Status Maintenance - Modified this screen to clean up the font color maintenance to implement the color drop down and swatch value to improve the look of the screen.
  • Leica POU Module – Added logic to provide a scanning option to fill the extra notation field on the screen.
  • Admin Web Site – Client Facility Maintenance – Added the field “CourierSchedule” to allow for the “normal” time of a courier stop to be reflected.  This helps for planning when a call is taken in customer service to see what the normal time is for a stop and also inside the courier order closeout screen.
  • Courier Closeout – Modified to show the courier schedule time and the date/time that a request was entered into the customer service module (or via the web) so that the logistics group has visibility to how long the order has existed.
  • Customer Service Module – Added visibility to the existing client facility courier pickup schedule on the pickup tab.
  • Admin Web Site – Equipment Step Maintenance – Added fields for manager approval and on demand step.  The manager approval check box will drive the appearance of the maintenance step on a manager approval screen for signoff purposes.  The on demand check box will determine what steps are not need for scheduling but rather for on demand types of maintenance.
  • Assist Order Agent – Extended this automatic order creation agent to include the ability to create equipment work orders as part of the functionality associated with the Assist preventative maintenance module.
  • Admin Web Site – Security Maintenance - Added the “Preventative Maintenance Approval” checkbox to denote whether or not an employee is authorized to approve maintenance logs
  • Admin Web Site – Order Agent Log Report – Created this report to provide visibility to the operation of the Assist order agent.  This portion of the Assist tracking system is an automated schedule agent that loads multiple types of recurring orders into Assist.  This report provides visibility as to the volume of orders and frequency that the job is running to the end users.
  • Admin Web Site – Checklist Item Maintenance - Added a check box for manager approval.  This check box will drive the appearance of the checklist item on a manager approval screen for signoff purposes. 
  • Admin Web Site – Equipment Maintenance Approval – Created this screen to allow for the credential authorized saving of management approval of equipment maintenance records.  This screen handles both items created via the preventative maintenance module/screens of Assist as well as the checklist functionality that can be used within many of the different modules of Assist.
  • Admin Web Site – Shipment Tracking Information – Extended this report to include the External order number of the shipment assuming this information was captured.
  • Admin Web Site – Login Process – Modified the login screen to allow for system access if the timeclock ID is provided instead of an Assist user ID.  This is moving toward a single sign on type of operation where Assist will accept a universal badge ID for login to the system.  While Assist already supports Active Directory authentication, there are scenarios where an Assist user may not have an Active Directory account, while they all have time clock IDs.
  • Preventative Maintenance Module – Added a tab to allow for the capture of Checklist area data capture.  Checklist areas provide the ability to capture PM information about a physical area in the lab that are not really tied to a specific PM activity to a work session checklist.  Examples would be room temperatures, whether or not a room has been cleaned, etc.
  • Admin Web Site – Modified the routine that displays the drop down list box of order categories to only include a category if is it active.  Previously it was showing all categories, which was confusing and difficult to tell which ones were valid.
  • Order Closeout – Doctor Orders – Added a checkbox to allow for the override of the order category filtering.  Made the pending and open order statistics adhere to the filter rules for categories as well.  Added logic to have the panel on the entry screen filter based on the kit chosen and/or the panel override.  Changed the “Clear” button to put the order category defaults back instead of taking back to “Not Specified”.
  • Doctor Module -  Added logic to have the panel on the entry screen filter based on the kit chosen and/or the panel override. 
  • Admin Web Site – Work Order Request Status Maintenance – Created this screen to allow for the maintenance of the work order request status values.  This is used in the Assist preventative maintenance module.  Work order requests are used by employees to request a maintenance work order (i.e. a fix to equipment) from the maintenance technician group.
  • Customer Service Module – Added an EmailSent flag to all of the email notification tables.  There was a scenario where requests were being captured without an active call and multiple emails were being sent instead of just one.  The flag allows for visibility of whether or not Assist sent an email on a transaction.
  • Admin Web Site – Client Order Detail Report – Added the column for Sent Mail to give visibility to whether or not an email was sent when the order was created.
  • Admin Web Site – Client Pickup Detail Report - Added the column for Sent Mail to give visibility to whether or not an email was sent when the pickup request was created.
  • Admin Web Site – Client Comment Detail Report - Added the column for Sent Mail to give visibility to whether or not an email was sent when the comment was created.
  • Admin Web Site – Special Request Detail Report - Added the column for Sent Mail to give visibility to whether or not an email was sent when the request was created.
  • Admin Web Site – Work Order Request Maintenance – Created this screen to allow for the creation of work order requests.  This is part of the Preventative Maintenance section of Assist.  This screen can be used by employees to send a request for support from the maintenance technicians in the facility. 
  • Preventative Maintenance Module – Added a tab to handle work order requests along with an alert button on the first tab.  This provides a maintenance technician visibility to work order requests that are being made by employees as they are entered and provides them the ability to close out requests while in the field working.
  • Admin Web Site – Work Order Request Report – Created this report to provide visibility to all of the work order requests that are made by employees for preventative maintenance transactions.
  • Main Scanner Engine – Added the Work Order request tab inside the equipment assignment to allow for assignment requests.
  • Main Scanner Engine – Added the ability to search for QC notes on an accession number at both the requisition and bottle level.  Previously, this feature was only available on a cassette or slide scan transaction.
  • Admin Web Site – Accession Object Count Report – Created this report to provide visibility to object count data by accession number for facilities that perform bulk quantity scanning of objects.  Bulk scanning is done where an accession object is scanned and a quantity is keyed rather than scanning each object in the group.
  • Main Scanner Engine – Added the ad hoc preventative maintenance capability from inside the equipment assignment section of the screen.  When this button is pressed, the technician can enter maintenance procedures and steps that were performed on any of the equipment that is assigned to their screen configuration (i.e. the microtome and water batch at Microtomy).  This provides the ability to keep track of the “once in a while” things that are done at a station.
  • Admin Web Site – Facility Maintenance – Added a check box for “Equipment Facility” to allow for the extension of the facility master table to indicate facilities as equipment tracking facilities or not.  This is used as part of the object tracking/preventative maintenance section of Assist.
  • Admin Web Site – Facility Location Maintenance – Added a check box for “Equipment Location” to allow for the extension of the facility location table to indicate locations as equipment tracking locations.  This is used as part of the object tracking/preventative maintenance section of Assist.
  • Distribution Module – Added the ability on the utility pop up screen to see the distribution location and the manifest number that a case was assigned to when it was originally distributed.
  • Admin Web Site – Equipment Step Details Maintenance – Created this screen to allow for the maintenance of equipment step details.  These are the various details steps associated with preventative maintenance steps and are used in the Assist PM module.  An example would be a maintenance step of “Annual Maintenance” with detail steps that outline all of the components of this “parent” step.
  • Check In Module – Provided the ability for the void button to put accession numbers back into the grossing processor batch.
  • PM Module – Added a last maintained user and date to the equipment maintenance table.
  • Admin Web Site – Equipment Maintenance – Modified to include the saving of the last maintained user and date for better tracking of who is making changes.  This same change was made to the main PM client, so this change added the same feature to web maintenance.
  • Admin Web Site – Equipment Maintenance History Report – Modified this report to show the last maintained date and user.
  • Admin Web Site – Equipment Work Order Maintenance – Added last maintained user and date capture to this maintenance screen and allowed for comments to be entered.
  • Admin Web Site – Equipment Work Order Report – Added the last maintained user/date and comments to this report.
  • PM Module – Provided capability of an equipment maintenance save transaction to close out any open work orders for the equipment/step that is done.
  • PM Module – On the PM Outstanding detail tab, added the Pending status if the order has been moved to pending along with comments and the ability to maintain them.  This allows a technician to mark a PM work order step as in process and to note any issues stopping completion of the work order item.
  • Leica POU – Modified to require a user be logged in before allowing for a manual print.  Previously, this was not required.

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April 2017 Assist Tracking Changes and Updates

  • Scanner Engine – Added a configuration value to allow for the maximum value for the slide quantity to be specified/enforced for collection points where a slide quantity is being used.
  • Doctor Closeout – Provided the ability for the closing of a doctor order to automatically generate an outbound distribution record for the doctor that placed the order.  Some labs do not pass special stain orders back through distribution since they are a specific doctor request.  This new feature allows for a distribution record to be generated for tracking regardless of whether or not the distribution department is utilized.
  • Admin Web Site – Order Type Maintenance – Modified this screen to include the slide protocols drop down.  Doctor orders have not previously been tied directly to protocol groups (i.e. Accession Slide Count maintenance) to allow for protocols to be known.  This marries them up.
  • Admin Web Site – Phone Type Maintenance – Added a Fax type flag to allow for the marking of phone types as fax or not.
  • Admin Web Site – Call Reason Maintenance – Modified this screen to include an active flag along with a default request template (if needed).
  • Customer Service Module – Modified to have the request template on the “requests” tab changes when the call reason on the first tab is changed if a default template is associated with the call reason.
  • Admin Web Site – Object Request Status Maintenance – Modified this maintenance to include a flag to denote a status as “customer service only”.  This allows for a status setting such as “send to compliance” that would put an object request into a pending status from a customer service perspective while the closeout screen can be tweaked to ignore any requests with a “customer service only” status.
  • Admin Web Site – Material Requested Maintenance – Created this screen to allow for the maintenance of lists of materials that might be requested as part of the object request template (i.e. send outs) inside the Assist customer service module.  Examples would include:  Blocks, Slides, etc.
  • Admin Web Site – Object Request Report – Added the material requested description to the details of this report.
  • Admin Web Site – Employee Productivity Summary Report – Added an employee drop down choice to the selection criteria to allow this report to be run for a single employee.
  • Customer Service Module – Added the material requested drop down choice to the object requested special request template.
    Admin Web Site – Call Type Maintenance – Modified to include a patient flag and a non-client flag to allow for further stratification of the types of calls that are coming into the facility.
  • Accessioning Module – Modified the print label routine inside the module.  If the setting is made, the printing of the bottle label will automatically close the print panel and return to the main screen.  Also, introduced two additional label templates into the module.  Both of them are compatible with Cognitive printers and provide extra choices.
  • Accessioning Module – Added logic in the configuration to allow for the size of the bottle bar code to be easily modified.  Also added the ability to control the label identifier (i.e. Bottle, Req) to show on the labels.
    Accessioning Module – When the manual login process was used, the queue loader settings were not being checked in the same manner as when a badge scan was performed.  This was preventing the correct default of the cassette printer.  This was corrected.
  • Admin Web Site – Requesting Entity Maintenance – Created this screen to allow for the maintenance of requesting entities.  This data is part of the Assist customer service module and is specifically found on the object request template of the special requests tab where send out orders are tracked.
  • Customer Service Module – Added multiple fields to the object request special request template.  Added the material requested, requesting entity, shipment type, shipment account number, and shipment name on account. 
  • Assist Scanner Engine – The scan of the reset bar code takes the user to the parent object from where the error was made.  Pressing the reset button just cleared the error and allowed for immediate scanning off the child object.  The button functionality was changed to match the bar code scan.
  • Warehouse Module – Modified so that when drop down boxes are shown for cabinet and drawer that they are still capable of being scanned to position.  The drawer scan will switch cabinets.
  • Warehouse Module – Bulk Filing Screen – Modified the method used to calculate the range.  This was not pulling back the from/to range of accession numbers accurately.  Also added a “Clear” button to allow for the counts to be turned back to zero and the list of pending accession numbers for the transaction to be cleared.
  • Doctor Module – Image Processing – Added the ability to show images associated with a case on a new tab for that purpose.  They are automatically loaded when a case is scanned but also allows for specific retrieval of images using the selection criteria on the tab.  This entire tab can be hidden from view if image processing is not needed.
  • Warehouse – Added the configurable ability to turn on tracking of all inquiries that are performed inside the warehouse module.  This is done to indicate who is looking up cases to handle a situation where they may not scan them out per SOP but would give an indication of who actually was researching what cases.
  • Leica Slide POU – Modified this screen to give the ability to have a “scan only” checkbox that can be shown and activated to only scan cassettes without printing slides for controls and such.
  • Admin Web Site – Warehouse Inquiry Tracking Report – Created this report to provide management visibility to which employees are looking up which cases in the warehouse software.
  • Scanner Engine – Provided the ability to use a delimiter value and count setting in the auto configuration table to switch configurations for the parent object on the screen.  This allows for automatic configuration flipping between number wheel formats when the parent object has no object identifier.

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May 2017 Assist Tracking Changes and Updates

  • Admin Web Site – Location Interface Type Maintenance – Created this screen to allow for the maintenance of location interface types. These types are used for the categorization of any Assist interfaces that exist for the location (i.e. site database).
  • Warehouse Module – Drawer Transfer – Modified the drawer transfer routine to include an audit log to indicate who transferred a drawer.
  • Warehouse Module – Cabinet Transfer – Modified the cabinet transfer routine to include an audit log to indicate who transferred a cabinet.
  • Admin Web Site – Storage Drawer Audit Report – Created this report to display the audit log information generated when a drawer is moved to a different cabinet in the Assist warehouse module.
  • Admin Web Site – Storage Cabinet Audit Report – Created this report to display the audit log information generated when a cabinet is moved to a different warehouse location in the Assist warehouse module.
  • Admin Web Site – Warehouse Drawer Transfer – Modified this screen to check for capacity limitations on the destination cabinet when a drawer transfer is performed. This is only done when the destination cabinet indicates that there is a capacity (i.e. a non-zero value in the capacity field).
  • Admin Web Site – Number Wheel Template Maintenance – Created this screen to allow for the creation of templates for the printing rules of cassettes, slides, and labels based on the number wheel (accession prefix).
  • Doctor Closeout – Modified this screen to slightly change the logic associated with displaying a font priority color on the order types. When changing the font color, the logic will not only consider “open” components of the order when setting the color. Previously, it would flag an order font color as a high priority color even if all of the high priority components were closed giving a false priority rating.
  • Doctor Module – Modified the panel override checkbox logic. If an order category is specified that does not allow panels (i.e. kits) OR if there are NO panels built even if they are allowed, turn on the panel override to allow for detailed order type selection immediately.
  • Admin Web Site – Distribution Location Maintenance – Modified this screen to include the ability to specify an abbreviation for the distribution location for use on screens and reports where the full location name is too long to fit easily.
  • Admin Web Site – Number Wheel Template Details – Created this maintenance screen to handle the maintenance of number wheel template details. This allows for the variables that are custom between different label templates (i.e. slides, cassettes, labels) to be specified and associated with different templates at the number wheel level for advanced lab printing flexibility of object formats.
  • Admin Web Site – Number Wheel Template Type Maintenance – Created this maintenance screen to handle the creation of number wheel template types.
  • Warehouse Module – Drawer Purge Screen – Added this new screen to the warehouse module to allow for the bulk delete of all objects in a drawer. This is a very dangerous feature, but for facilities that store their objects (cassettes and slides) by date, this allows for the purging of the entire drawer rather than having to scan each object. Drop down lists are available and/or drawer bar code scanning is available as a choice.
  • Admin Web Site – Transaction Log Detail Listing – Fixed a bug where distribution data was not being retrieved correctly in the report.
  • Admin Web Site – MFG Task Maintenance – Added a “Requires Training” checkbox to this maintenance screen to introduce the ability to tie training records into manufacturing task scanning.
  • Admin Web Site – Training Task Authorization Maintenance – Created this screen to allow for the maintenance of task training authorization. This is used for keeping track of training records and which employees have been approved for performing specific maintenance tasks based on training records.
  • Admin Web Site – Client Master Maintenance – Modified this maintenance screen to allow for input of the LISCrossReference field.
  • Scoreboard – Modified to allow for the user name to be suppressed on generic graphs. Previously, the suppress employee name feature was not available on generic graphs.
  • Admin Web Site – Scoreboard Generic Details Maintenance – Modified this screen to allow for the indication of whether or not employee names should be suppressed on generic scoreboards.
  • Main Scanner – Modified the add on block/slide button screen to add to the last cassette number to already anticipate what is needed if the configuration is set to do so.
  • Grossing Point of Use – Added the specimen notes button and logic to this module.
  • Grossing Point of Use – Added the specimen type display and override logic to have the point of use module provide the same functionality as the regular grossing module.
  • Grossing Point of Use – Modified this module to allow the specimen type abbreviation to be passed onto a cassette as instructions.
  • Accessioning Module – Modified this module to allow for the specimen type abbreviation to be brought forward and propagate into the instructions field, which prints on the cassette, if no other method of identifying the instructions has been specified.
  • Grossing Point of Use – Modified to add the configuration change button.
  • Doctor Module – Added accession notes to the “Information” tab inside this module. The notes have been “branded” as lab alerts and are intended as a real time method for a doctor to communicate information about an accession number (i.e. case) to the lab. Examples would be “missing slides, quality issues, etc.”. They type of communication that would typically be done via email without any tracking record of them for long term analysis. Also modified the specimen notes button to show a red background if there are specimen or accession notes on the case so that visibility can be provided to both types of notes. The font of the radial button on the information tab will change colors to reflect which (or both) has notes.
  • Doctor Closeout – Modified this module to add a color alert button to any accession notes that are created by the doctor module. This provides the lab with visibility to notifications from the doctor(s) to address various issues. The ability to acknowledge the note is present so that they can be “closed out” and also provide visibility back to the doctor that the note has been seen and the request is being addressed.
  • Admin Web Site – Equipment Type Maintenance – Modified to include the Slide Stainer check box to mark a type of equipment as a slide stainer to allow for specific logic in the various modules of Assist to deal with staining.
  • Scanner Engine – Created the logic flow to allow for the writing of stain queue records for the driving of the slide stainer from the Assist bar code.
  • Admin Web Site – Stain Queue Loader Maintenance – Created this screen to allow for the maintenance over the stain queue loader table. This table allows for the customization of stain queue defaults for sites that are using the Assist slide staining integration components.
  • Admin Web Site – Stain Queue Maintenance – Created this screen to allow for the maintenance of slide stain queues. These queues are logical areas where stain records are submitted during scanning at Microtomy to generate stain records that can be released to slide stainers.

All Rights Reserved, Assist Tracking

June 2017 Assist Tracking Changes and Updates

  • Admin Web Site – Stain Queue Status Maintenance – Created this screen to allow for the maintenance of stain queue status values. These values are used to indicate at what workflow status an accession number resides when being processed in a slide stainer via the stain queue.
  • Warehouse – Bulk Move – Modified the bulk move screen to allow for the creation of a range of accession numbers by looking into the Assist database and pulling back transactions where the object was scanned. This allows for more “intelligent” creation of drawers full of blocks or slides when the warehouse module was not implemented at the beginning of an Assist installation.
  • Warehouse Module – Created the drawer transfer screen utility menu option. This option allows for the migration of data from an existing drawer to a new drawer. After moving the objects (i.e. slides, cassettes, requisitions), it clears the original drawer to make it available for re-use. This is typically done when a lab uses metal cabinets and will be emptying these cabinets into cardboard boxes (or something of that nature) to go into long term storage and the original drawers will be used again.
  • Admin Web Site – Warehouse Template Maintenance – Modified this screen to allow for the specification of the object type when specifying the layout of a warehouse template (i.e. cassette, slide, etc.).
  • Admin Web Site – Auto Configuration Identifier Maintenance – Modified this screen to allow for the identifier code, which allows for automatic configuration mode switching to be increased to 5 characters instead of 1 to allow for more complicated switching scenarios.
  • Main Scanner Engine – Modified the logic associated with auto configuration to take into account more complicated switching algorithms.
  • Warehouse Module – Modified the cabinet/drawer template screen to include the object type when creating the cabinet and drawer in the database.
  • Slide Queue – Added a configuration choice to support the concept of different LIS/Number wheel formats having different object identifiers.
  • Warehouse Module – Added a drawer object count text box to the screen to show how many objects are already in the drawer. Also modified the capacity logic to look at this number and compare it to the drawer capacity if capacity enforcement is activated.
  • Slide Queue – Fixed an issue with the slide queue that could cause duplicate slides. This was only an issue in labs using the LIS Pathway and specimen type protocol integration. If an individual accession number had used a different specimen type in a prior year from the current year and the specimen type detail tracking data from prior years has not been archived, it would pull both sets of specimen type protocols and print slides for both sets of protocols but with the current year location identifier on the slide. This ONLY happens in Pathway labs.
  • Admin Web Site – Accession Prefix Maintenance – Modified this screen to include the cassette and slide templates to the maintenance. This allows for customized cassette and slide printing by number wheel to provide relatively infinite capability of supporting templates and customization for multiple sites and LIS formats.
  • Document Management – Added LIS Interface table connectivity to show the patient name when a requisition is scanned for verification/information purposes.
  • Cassette Queue – Modified the cassette queue to take advantage of the new logic where cassette templates can be stored at the number wheel level. This allows each number wheel in a lab to have a custom set of variables and label layout. When each cassette is read out of the queue, it will load the appropriate template and begin printing using that custom layout.
  • Slide Queue - Modified the slide queue to take advantage of the new logic where slide templates can be stored at the number wheel level. This allows each number wheel in a lab to have a custom set of variables and label layout. When each slide is read out of the queue, it will load the appropriate template and begin printing using that custom layout.
  • Warehouse Module – Drawer/Cabinet Storage – Modified the utility screen that allows a drawer to be moved between cabinets. Changed to allow for the specification of the two lines of description and the vendor cross reference field when performing the move transaction.
  • Warehouse Module – Warehouse Inquiry – Added the vendor cross reference and both description lines from the storage drawer as part of the selection criteria for looking up objects. This would be very helpful when attempting to retrieve objects that have been sent off site where the vendor cross reference is known.
  • Main Scanner Engine – Removed the logic that has been inside the scanner engine since inception to put data into a local Access database in the theory that the software could run locally if the database was down. Given the complexity of the software since the early stage when this was added, the local database capability was no longer feasible and was adversely impacting performance, so it was removed.
  • Admin Web Site – Employee Scan Rate Report – Added a department drop down box to the selection criteria. This allows for the filtering of employees for an entire employee department instead of just by collection group or to further subdivide the employee grouping as necessary.
  • Admin Web Site – Storage Drawer Maintenance – Modified the drawer maintenance screen to include the description line 1, description line 2, vendor cross reference, and object type fields for additional information specification about a warehouse drawer.
  • Admin Web Site – Storage Cabinet Maintenance – Modified the cabinet maintenance screen to include the object type field.
  • Admin Web Site – Auto Assignment Inquiry – Correct an error in this report where Doctor/Case Type preferences were not getting filtered correctly in all cases. This correction is only relevant for sites that are using auto distribution.
  • Distribution Module – Modified this module to include the tracking of whether or not an override was performed when the Assist auto assignment logic is overridden. This is only applicable for sites that use Assist auto distribution.
  • Warehouse Module – Drawer/Cabinet Transfer Screen – Modified to work with drop down boxes for navigating to the correct cabinet rather than requiring bar codes be scanned.
  • Warehouse Module – Cabinet/Warehouse Transfer Screen – Modified to work with drop down boxes for navigating to the correct warehouse location rather than requiring bar codes be scanned.
  • Admin Web Site – Equipment Interface Maintenance – Created this screen to allow for the maintenance of the equipment interface data. This will be used as part of the equipment/stain queue section of Assist where the location for the drop area on the network is specified.
  • Leica Microtomy POU – Modified this module to include the verification threshold warning. This starts counting scan transactions when logged into the module using a verification badge. It warns if more than 5 scans are performed.
  • Leica Microtomy POU – Include the logic to write to the stain queue if the stain queue logic is in place in the lab.
  • Admin Web Site – Stain Protocol Cross Reference – Created this screen to allow for maintenance of the stain protocol cross reference table. The information entered in this table is part of the stain interface between Assist and slide strainers and allows for a cross reference from an Assist protocol value and the control value (code) that will drive a slide stainer.
  • Admin Web Site – Accession Prefix Maintenance – Added an “Active Only” check box for the criteria when retrieving accession prefixes to curtail the displayed list. Also added a dropdown box for LIS so that the LIS associated with the number wheel can be tracked.
  • Admin Web Site - Auto Configuration Identifier Maintenance – Added a dropdown box for LIS so that the LIS associated with the auto configuration can be specified.
  • Admin Web Site – LIS Maintenance – Created this screen to allow for the maintenance of LIS records which can be associated with number wheels.
  • Admin Web Site – Work Task Tracking Report – Added the manual entry flag to this report to allow for visibility as to whether or not the time records were entered manually via the time tracking module or web site.
  • Admin Web Site – Work Task Tracking Maintenance – If a record is maintained via this screen, turned on the manual entry flag so there was visibility to the fact that the data was generated manually.
  • Work Task Tracking Module – Added the ability to record tasks and date/time information after the fact via the manual entry view (if enabled). Also made several cosmetic and/or end user convenience changes.
  • Quality Module – Modified the accession prefix drop down so that it reflects the location identifier along with the accession prefix to cut down on confusion for labs that use Pathway and have repeating prefixes (really suffixes).
  • Admin Web Site – Stain Equipment Cross Reference – Created this screen to allow for the maintenance of stain equipment cross references. This is part of the stain queue logic inside Assist where stain tracking is enabled. This set of data allows for the overriding of protocols if a specific equipment type is used when the stain is sent to a machine for loading and it has different protocols from “normal”.
  • Warehouse Module – Fixed the name of the Drawer/Cabinet cross reference screen where a drawer can be moved into a different cabinet. Previously, this screen was showing “Cabinet/Warehouse” in the screen header in error.
  • Admin Web Site – Database Definitions Maintenance – Modified this screen to support an alternate description for explanation purposes. Also extended for a courier pickup flag, a remote location number, and a stain queue flag. This table allows for “alternate” database to the primary Assist database to be specified. The flags for Courier and Stain Queue allow for those specific modules to expand the data shown to include other locations for redundancy or shared data responsibilities. For example, if a slide stainer is down is one location of a large laboratory corporation, the slide stain queue in another site can have visibility to the stain requests that have been submitted so that they can process the staining for the original site to better serve customers and their turnaround time needs.
  • Admin Web Site – Employee Scan Rate Report – Extended this report to include a column of data that was collected by the work task tracking module of Assist if it is used by a facility. The tasks collected are associated with collection groups and the task data will be collected at the group level if any were specified.
  • Admin Web Site – Work Task Maintenance – Extended this maintenance screen to allow for the inclusion of a data collection point group when a task is specified. This allows the work task time to be allocated out to the various collection groups where an employee would have logged non-direct label task time for sites that make use of this feature.
  • Manufacturing Module – Modified this module to “embed” all popup windows in the main screen to keep from spawning additional windows which can make display challenging in multiple monitor deployments where the popup is thrown to a screen other than the one where the user was sitting.
  • Document Capture Module – Extended the functionality of this module to allow it to operate with TWAIN devices instead of solely web cams. This allows the module to be used with multiple scanners and fixed cameras that support the universal TWAIN standard.
  • PM Module – PM Outstanding Tab – Added the equipment short description to the record listing of outstanding PM items for more clarity on which piece of equipment requires maintenance.
  • PM Module – PM Outstanding Tab – Added the last maintained date and user to the pending information so that the employee that marked the item pending is shown along with when they performed the transaction.
  • PM Module – Equipment Tab – Modified the equipment master maintenance tab so that it would preload to any equipment type and/or equipment master selection that had been made on the main PM tab. Previously, the same selections had to be made again if a change to the equipment being maintained needed to be made.
  • PM Module – PM Outstanding Tab – Added a checkbox for “Product Filter” to allow for ALL outstanding PM records to be displayed at once in the list view rather than just displaying them for the selected piece of equipment. This can be toggled back and forth to specific equipment records or all for the maintenance tech that might be walking the floor with the client software looking at punch list items rather than printing a list at the beginning of their shift.
  • PM Module – Modified to allow for scan transactions of equipment bar codes to drive the selection of the valid values in the drop down lists as well as when the screen is displayed in the mode where there are no dropdown boxes. Also allowed for a manual override of the user ID box so that manual keying a valid ID can be done as well as scanning into the box.
  • PM Module – Cross Reference Bar Code – Extended the module to allow for the addition of a cross reference bar code to the equipment master section of the database. The maintenance tab allows for this data to be maintained. This allows for the entry of an “external” bar code that Assist will recognize as the bar code for the equipment outside of using the Assist database equipment number. For sites that order pre-printed fixed asset tags, this allows for the assignment of these fixed asset bar code tags and have Assist recognize them and match them to equipment when scanned.
  • Admin Web Site – Equipment Maintenance – Made modifications to support the cross-reference bar code. The reasoning behind this change is outlined above under “PM Module – Cross Reference Bar Code”.
  • Admin Web Site – Billing Status Maintenance – Created this screen to allow for the maintenance of billing status records. A new tie from case scan transactions is being created to allow for a billing queue to indicate what cases are complete and ready for billing. This status table provides for the concept of open, closed, and pending.
  • Admin Web Site – Billing Queue Master Maintenance – Created this screen to allow for the maintenance of billing queue records. This is part of the new billing tie into Assist.
All Rights Reserved, Assist Tracking

July 2017 Assist Tracking Changes and Updates

  • Document Capture Module – Added a scanner features checkbox that displays the various scanner features that can be tweaked by the end user to modify the manner in which the TWAIN driver returns images.
  • Scanner Module – Added the ability to show accession notes in addition to the specimen notes inside the notes button embedded display. Also provided the ability to specify the text precursor for each (i.e. SN = Specimen Notes, AN = Accession Notes).
  • Scanner Module – Provided the ability to suppress the pieces alert if it is specified by it is the value of “1”. This allows a lab to always include the tissue piece count without having an audible alert to cut down on noise. Previously, the SOP would be to not include the pieces count if it was one, or to turn off all alerts.
  • Scanner Module – Label Queue – Added the ability to send data to the print center label queue for screen load only rather than full automated printing. This is valuable for labs that use label printing but want to be able to override data. Also added the label queue to which the screen is tethered underneath the scan history.
  • Print Center – Label Queue – Modified the label queue to support a drop down for protocols for overriding pass through specimen type protocols and also to allow for ad hoc printing of different protocols for a specimen.
  • Print Center – Label Queue – Resolved an issue with specimen type tracking and the label queue. If a specimen was scanned that had at some point had a specimen type changed on it, the label queue would duplicate the labels for the case due to the fact that it was not considering only ACTIVE specimen type records. This was changed to only look at active records.
  • Scanner Engine – Specimen Notes Button – Modified this button so that after entering any specimen notes the back color of the button immediately becomes red to indicate that notes exist. This reduces the concern where someone wonders if they remembered whether or not they had entered the notes.
  • Scanner Engine – Specimen Type Protocol Button – Created this button on the main scanner engine to allow for a user to see the slide protocols and magazine that will be accessed by a specimen type. The drop down on this view will default to the active specimen type that has been selected by the specimen being processed, but the button can be used to interrogate all of the specimen types to determine the protocol mix associated with them as needed.
  • Scanner Engine – Quick QC Removal – Provided the ability for a single bar code value (customizable) to be used to remove any QC notes on a specimen that originated from the user logged into Assist. This is to streamline the removal of erroneous QC messages without having to go into the QC pop up screen.
  • Admin Web Site – Case Hold History Report – Modified this report to include the machine name and scanner port that generated the transactions.
  • Scanner Engine – Added a new button to allow for Case Hold transactions to be generated from inside the main scanning engine without the screen being configured as solely a case hold station. This provides the functionality for “Grossing Hold” or “Decalcification” from inside the main module. There is also now an information warning that is generated at any point in the workflow if a case hold is encountered to request that the employee release the case, but it does not stop processing, it is a note like QC and can be silent or not based on the configuration.
  • Admin Web Site – Distribution Specimen Log Report – Modified to add a column to include specimen notes which can be suppressed with a check box on the screen. Also added the case hold reason description.
  • Scanner Engine – Specimen Notes Capture – Modified the specimen notes capture process to keep the note creator and created date.
  • Admin Web Site – Missing Objects Report – Modified this report to include the location identifier when looking for missing objects to better support the identification of missing specimens.
  • Admin Web Site – Missing Objects Report – Modified this report to include a column for the case hold information. Also corrected an issue where the collection from/to groups were not pulling correctly.
  • Check In Module – Manufacturing Auto Task – Created the ability for the check in scan transaction (or batch load) to generate a manufacturing task record for the loading of the cases to be used for piece rate tracking for facilities using the manufacturing tracking portions of Assist.
  • Check In Module – Billing Queue Auto Generation – Created the ability for the check in scan transaction (or batch load) to generate a billing queue record. This is then used for the billing queue scoreboard and close out module for facilities that use the loading of cases onto equipment as a trigger to bill the case or inform billing that the case has reached that point in manufacturing.
  • Admin Web Site – Client/Specimen Type Case Count Report – Created this report to allow for the display of case counts by client/specimen type.
  • Accessioning Module – Modified the Accession notes section to include stored comments.
  • Scanner Engine – Specimen Notes – Added the ability to include stored comment type so that comments for any category can be used, but the comment type DOES default to the type that is most common for the collection point.
  • Scanner Engine – Scan Object Order – Created logic to allow for enforcing the scan order of objects (i.e. bottles, cassettes) for sites that want to enforce order. An override checkbox is also provided to allow for this logic to be bypassed.
  • Scanner Engine – Case Definition – Added a new feature to allow for the definition of a case to be displayed when the requisition is scanned. This would typically be used at a grossing station. When the requisition is scanned, all components of the case are retrieve and displayed in tree view so that the parent/child can be expanded and collapsed. This provides the grosser with visibility of what parts the case contains. A toggle check box can move from case definition to scan history.
  • Accessioning Module – Pulled the specifications for X/Y coordinates on bottle print logic out of the code and placed into the configuration so that label text/bar code objects can be moved around as needed without having to update software.
  • Print Center – Multiple Label Print - Pulled the specifications for X/Y coordinates on bottle print logic out of the code and placed into the configuration so that label text/bar code objects can be moved around as needed without having to update software.
  • Scanner Engine – Block/Slide Magazine Check – Modified the slide queue writing routine to check for a magazine override from the instructions table in case those are in play.
  • Admin Web Site – Accession Slide Count Maintenance – Modified to include the “Block/Slide Magazine Override” flag to the slide recipe section of the maintenance to provide functionality to pull a magazine for the slide the block instructions. This provides additional color/routing choices.
  • Slide Queue – Modified to take the “Block/Slide magazine override” into consideration when deciding which magazine to pull slides from when printing (see above).
  • Admin Web Site – Inventory Detail Maintenance – Modified this screen to include expiration date and quantity on hand to better support inventory management.
  • Preventative Maintenance – Modified to allow for the outstanding PM list to be used to position the other screens/tabs/drop down list boxes to the equipment type, equipment and steps being maintained to provide for streamlined selection.
  • Document Capture Module – Modified to allow for a “show image after save” choice when performing a TWAIN scan.
  • Admin Web Site – Warehouse Layout Report – Extended this report to provide the option of displaying the various record numbers for warehouse, area, etc. Also added an object count to show what is in those locations in terms of summary totals and added alternatives for sort order and object type as criteria.
  • Admin Web Site – Missing Objects Report – Corrected an issue with the “last touched” column where the data was not always accurate.
  • Manufacturing Module – When the image capture panel is called for taking ad hoc pictures, it was leaving the web cam active upon closing the screen. Modified this routine to close out the camera on exit and reestablish connection on launch.
  • Admin Web Site - Task Time Tracking Report – Added the comments column to this report.
  • Admin Web Site – Task Time Maintenance – added the ability to maintain comments to this screen to allow for task time records to have comments attached.
  • Admin Web Site – Chemical Machine Template Maintenance – Created this screen to allow for the maintenance of templates that are used by the chemical/machine assignment section of Assist where chemical lot numbers are associated with accession numbers as they are processed.
  • Work Task Tracking – Added the ability to associate comments with a time tracking record. Added stored comment drop down lists for ease of entry.
  • Admin Web Site – Day End Type Maintenance – Modified this screen to include two new fields: Number Wheel Choice and Last Accession Choice. These two choices, represented as checkboxes, will allow for the day end agent to now specify a day end transaction by number wheel and to allow for the recording of the last accession number used on that number wheel. This can be very beneficial for multi-site facilities to keep up with last transactions when their shifts end at different times such as at multiple hospital grossing facilities.
  • Admin Web Site – Day End Maintenance – Modified this screen to include the number wheel and last accession number. This allows for the specification of day end transactions by number wheel and to allow for the capture of the last accession number used on that number wheel.
  • Admin Web Site – Day End Report – Modified this report to include the number wheel and last accession number fields.
  • Day End Utility – Modified the Assist day end utility to support the concept of day end by number wheel and to also allow for the capture of the last used accession number. This can be very beneficial for multi-site facilities to keep up with last transactions when their shifts end at different times such as at multiple hospital grossing facilities.
  • Warehouse – Modified the warehouse module to correct an issue where outbound scans were incrementing the position counter for a drawer.

All Rights Reserved, Assist Tracking

August 2017 Assist Tracking Changes and Updates

  • Admin Web Site – Warehouse Duplicate Object Report – Created this report to allow for the reporting of accession numbers in the warehouse that are indicating storage in multiple locations.  This allows for auditing of potential clean up needs.
  • Check In Module – Chemical/Component Lot Assignment – Added functionality to allow for the assignment of chemicals/component lot tracking. 
  • Report Maintenance – The screen quadrant was not loading correctly when a report was being modified (for Use Application Tracking feature).  This was causing reports to move around on the report driver screen if the Assist administrator was not careful performing updates.
  • Screen Maintenance - The screen quadrant was not loading correctly when a screen was being modified (for Use Application Tracking feature).  This was causing screens to move around on the screen driver if the Assist administrator was not careful performing updates.
  • Admin Web Site – Order Category Maintenance – Added 4 new flags to the order category table to be able to further stratify order reporting by the functional area of the order(s).  Added HistologyFlag, CytologyFlag, ENFDFlag, and FISHFlag.
  • Admin Web Site – Order Status Maintenance – Extended this maintenance screen to include the ability to specify an order status type filter.  This will be used to filter out the various types of order statuses that are shown in the doctor closeout screen.
  • Admin Web Site – Order Status Filter Type Maintenance – Created this screen to allow for the maintenance of order status filter types.  This data will be used to filter the status values that are shown in the order closeout screen to cut down on visual clutter on the screens.
  • Admin Web Site – Equipment Type Maintenance – Added maintenance capability for an ActiveFlag to inactive types and a field to store EquipmentUtilizationLimits.  This numeric value will be used as a default to the equipment master table where the number of objects passing through a piece of equipment can generate a preventative maintenance/calibration order automatically.
  • Admin Web Site – Equipment Maintenance Step Maintenance – Modified this screen to support the “UseEquipmentUtilizationLimit” checkbox which will allow the preventative maintenance agent that automatically generates PM jobs to determine if PM steps should be created if the utilization of a piece of equipment goes beyond the limitation count.
  • Admin Web Site – Equipment Maintenance – Extended this maintenance screen to allow for the entry of the utilization limit.  It will default from the equipment type if no other record has been specified.
  • Scanner Engine – Modified this module to allow for the writing of equipment utilization records which captures each piece of equipment associated with a scanning session and applies this to the accession numbers as they are scanned in order to know what equipment touched what accession numbers.
  • Preventative Maintenance Module – Made the changes to the equipment maintenance tab inside the PM module to include the equipment utilization limit field.
  • Check In Module - Modified this module to allow for the writing of equipment utilization records which captures each piece of equipment associated with a scanning session and applies this to the accession numbers as they are scanned in order to know what equipment touched what accession numbers.  This works whether batch mode is used or individual scans are performed.
  • Admin Web Site – Transaction Log Detail Report – Moved the SOURCE column next to the employee name based on end user request.  The source (i.e. where the scan transaction was generated) was off the right and sometimes required a user to scroll horizontally to see the collection point.
  • Main Scanner Engine – Corrected issue where specimen type tracking could get created in error.  If a “grossing override” was performed of the specimen type, but AFTER a cassette scan with multiple part information (i.e. A2), the specimen type would get created as A-2 which would make it subsequently not pull correctly since the specimen information should be at the bottle level.
  • Order Closeout – Put the logic in place to allow for the filtering of status values using the application of the order status filter type.
  • Warehouse Module – Modified this module so that the selection of a drawer either via the dropdown list or by scanning will change the object type to match the object type of the drawer if one was specified. 
  • Quality Control Module – Added an “Acknowledge” check box to the QC entry tab to allow for the idea of a quality administrator or manager acknowledging errors that have been made for tracking purposes.
  • Quality Control Module – On the QC Information tab, added selection criteria to the top of the QA grid to allow for multiple records to be retrieved at once for review.  Previously, only one case at a time could be retrieved from the criteria on the top part of the screen.
  • Admin Web Site – QC Report – Modified the main quality report to include the acknowledged flag and also added to the selection criteria.  Cleaned the report up to make it more visually appealing by lining up fields in the selection criteria area.
  • Quality Control Module – Removed the Patient First and Patient Last fields and replaced with Patient Name.  Also added a button to allow for the pulling of patient name information from the LIS interface in Assist if this is active.
  • Admin Web Site – Inventory Machine Assignment Report – Created this report to allow for reporting over the inventory machine assignment table.  This is the table that holds the Assist scan stations and what inventory items (i.e. Chemicals and lot tracking components) are currently associated with a station.  This includes lot numbers and expiration dates.
  • Preventative Maintenance Module – Corrected issue where Facility locations were not loading correctly to the screen on the equipment maintenance tab.  The data was saving, it was just not being retrieved to reflect the maintenance that had been performed.
  • Admin Web Site – Equipment Type Maintenance – Added the “CheckInEnabled” flag to the maintenance screen to provide for greater flexibility in using the equipment drop down inside the Check In module.  This flag will now drive the equipment that shows in the dropdown box on the check in screen.
  • Check In Module – Modified this module to filter equipment based on equipment type, the check in enabled flag, or both.  This provides greater flexibility for filtering valid equipment choices in the dropdown box.
  • Admin Web Site – Tissue Size Maintenance – Added multiple fields to this maintenance screen.  Active flag, Equipment Capacity, Always available flag, and an equipment dropdown box.  This will be used in the extensions that are being made to the check in module to provide extended run length and equipment capacity tracking/reporting.  Added the equipment type filter to the selection criteria to allow for filtering out just tissue values for specific equipment.
  • Admin Web Site – Shipment Complete Report – Created this report to allow for reporting over the shipment complete table.  There will be data in this table if the shipment tracking feature of the manufacturing module is used where outbound vendor shipping is tracked.  It indicates when a tracking number has been fully shipped or verification scanned.
  • Check In Module – Added logic to have the selection of the equipment value filter the run length drop down box to reflect specific run lengths that are associated with the equipment and to also provide the ability to display or hide the “Always Available” choices.
  • Admin Web Site – Medical Code Type Maintenance – Created this screen to allow for the creation of medical types that will be used with the diagnosis modifications and grossing notes modifications that are going into the doctor module and grossing module respectively.
  • Admin Web Site – Inventory Equipment Template Maintenance – Created this screen as part of the lot tracking/equipment section of Assist.  This allows for the assignment of lot components to equipment that are different from an Assist station.  This is relevant for the check in module and other modules where multiple pieces of equipment are serviced by a single Assist station.
  • Admin Web Site – Medical Code Category Maintenance – Created this screen to allow for the creation of medical code categories that will be used with the diagnosis modifications inside the doctor module.  This allows for the categorization and quick retrieval of diagnosis codes.
  • Admin Web Site – Medical Code Maintenance – Created this screen to allow for the maintenance of medical codes.  These will be used with the diagnosis modifications inside the doctor module.
  • Admin Web Site – Medical Comment Code Maintenance – Created this screen to allow for the maintenance of medical comment codes.  These will be used with the diagnosis modifications inside the doctor module.
  • Admin Web Site – Grossing Notes Report – Created this report to allow for the display of grossing notes that can be captured during the processing of a specimen at grossing.
  • Admin Web Site – Work Task Maintenance – Extended this maintenance screen to include a checkbox for “Allow Scheduling”.  This provides the ability to note specific tasks as capable of being assigned to a calendar.
  • Accessioning Module – Added the ability to not prompt for a patient name when on the same accession number as different bottles are scanned.  Changed display to show the active patient name.
  • Admin Web Site – Office Queue Status Maintenance – Created this screen to allow for the maintenance of status values associated with the office queue.
  • Admin Web Site – Office Queue Type Maintenance – Created this screen to allow for the maintenance of office queue types.  These types allow for the categorization of office queue transactions.
  • Scanner Engine – Component/Lot Tracking – Modified this screen to pull information at the inventory type level when displaying component templates rather than at the inventory level.
  • Admin Web Site - Inventory Detail Maintenance – Added ProductNumber to the maintenance screen to allow for entry of the vendor product number.
  • Admin Web Site - Inventory Category Maintenance – Created this screen to allow for the creation of inventory categories which will be used to group inventory items together (ex.  Office Supplies, Laboratory Supplies, Chemicals, etc.).
  • Admin Web Site – Inventory Type Maintenance – Modified this screen to allow for inventory types to be assigned to inventory categories for better organization.
  • Doctor Module – Completed the diagnosis tab to allow for doctor diagnosis data to be tracked and stored.
  • Doctor Module – Images tab – Added the ability to save, delete images and associate them with the medical report for diagnosis.
  • Main Scanner Engine – Added functionality to allow for the capture of specimen measurements and grossing notes.  Put a button on the main screen to show this information if relevant.  Grossing notes and measurements are then available to other touch points inside Assist and can also be delivered to the doctor module.
  • Admin Web Site – Office Queue Type Suppression Maintenance – Created this screen to allow for the suppression of specific types of office queue traffic from the office queue closeout screen.

All Rights Reserved, Assist Tracking

September 2017 Assist Tracking Changes and Updates

  • Admin Web Site – Body Source Maintenance – Created this screen to allow for the maintenance of body sources, which are used in the diagnosis section of the doctor module and grossing notes to indicate the spot on the patient body from which a specimen is derived.
  • Admin Web Site – Grossing Notes Report – Extended this report to include the body source and clinical information fields which have been added to the grossing notes capture area of the main scanner engine.
  • Admin Web Site – Medical Billing Code Maintenance – Created this screen to allow for the maintenance of medical billing codes.
  • Admin Web Site – Medical Service Code Maintenance – Created this screen to allow for the maintenance of medical service codes.
  • Admin Web Site – Medical Code Maintenance – Modified this screen to allow the enforcement of uniqueness of short codes.
  • Doctor Module – Active Images – Added the ability to write a record to the active images table on the retrieval of a case.  This will be used when using the image viewer to automatically show an image (typically an Rx) when a case is retrieved.
  • Doctor Order Closeout – Modified the closeout to allow for the automatic creation of office queue records when a new doctor order is encountered in the order closeout screen.  This allows for the office queue creation whether the doctor module is the source of the order or if it was submitted manually via the closeout screen.
  • Active Image Viewer Module – Created this new image viewer module.  When launched, the software monitors the active images table and automatically displays any images that are found.  This works in conjunction with the doctor module.  When a case is retrieved, a record can be written to the active image table (i.e. requisition scanned image).  This new module can be placed on a second monitor and can immediately display the RX is a full screen scenario to allow a doctor to go paperless with the requisition.
  • Main Scanner Engine – Grossing Notes – Added body source and clinical information fields to the grossing notes pop up window to allow for comprehensive capture of information associated with the capture of grossing notes.
  • Main Scanner Engine – Added a display button and view for the employee work calendar.  This is the feature set where tasks can be associated with employees.  This button gives employees visibility as to which employee has the tasks assigned for the given date.  Examples would be taking out trash, emptying water baths, etc.  These would be tasks that are assigned to employees on a rotating calendar basis.
  • Admin Web Site – Active Image Maintenance – Created this screen to allow for the maintenance of active images.  The active image database table allows for the immediate display of information in the active image module when a picture is sent to the table.  This maintenance screen was created to allow for the “flushing” of any records that might get there by mistake or to allow images to be “sent” to a machine.
  • Check In Module – Modified this module to add a “downtime” button to allow for the marking of equipment as “down”.  A second button allows the equipment to be taken back on line with the total elapsed time it was non-operational being tracked.  While not operational, the equipment does not show up as a choice for loading.  The button to bring back on line can be hidden to force the preventative maintenance module or a manager to be authorized to mark as active again.
  • Admin Web Site - Equipment Master Maintenance – Modified to include a check box to mark equipment as using inventory slots (chemicals loaded into a tissue processor or slide stainer) along with a maximum number of slots that can be assigned to a piece of equipment.
  • Admin Web Site - Equipment Downtime Report – Created this report to allow for reporting over the equipment downtime table to provide visibility to equipment that has been down along with the elapsed time.
  • Admin Web Site – Equipment Downtime Maintenance – Created this screen to allow for maintenance over the equipment downtime table.  This allows for bringing equipment back on line and for the complete creation of a downtime record if necessary.
  • Preventative Maintenance Module – Added the UseInventorySlots and MaximumInventorySlots fields to the equipment master maintenance section of this module.
  • Admin Web Site – Active Image Maintenance – added the ability to maintain the accession prefix and number fields to the maintenance screen.
  • Doctor Module – Added the “Send Active Image” button to the images tab to allow for a displayed image to be sent to the full active image window.  Also included a drop down of employees so that an active image can be sent to another employee that uses the active image viewer.
  • Active Image Module – Added a “details” button to allow for the details associated with an active image to be displayed.
  • Admin Web Site – Image Type Maintenance – Added the “AvailableOnReport” checkbox choice so that different image types can be marked as available to be included on a diagnostic report.  Also added the “FinalReport’ checkbox choice so that images of final reports can be categorized.
  • Admin Web Site – Inventory Slot Type Maintenance – Created this screen to allow for the maintenance of inventory slot types.  These types will be used in the inventory/equipment tracking where there are multiple inventory slots present inside equipment (i.e. tissue processors, object printers, etc.).
  • Inventory Slot Maintenance – Created this screen to allow for the maintenance of inventory slots.  These types will be used in the inventory/equipment tracking area where they allow for the assignment of inventory to slots inside equipment.
  • Warehouse Module – Modified the label template routine to allow for leading zeros to be included in the human readable printing of the template labels for cabinets and drawers.
  • Courier Closeout – Modified the courier closeout screen to clear the contact information fields when the “New” button is pressed and the screen is displayed the first time.  Previously, this screen was carrying placeholders that were non-sensical.  Also modified the date entered field to include the timestamp.  Previously, it was just the date.
  • Customer Service – Modified the screen layout of the first “tab” to widen the client and client facility drop down boxes to better display long client names.
  • Warehouse Module – Pick List – Modified the retrieval routine to resolve an issue where the wildcard accession number was not retrieving correctly.
  • Admin Web Site - Equipment Inventory Slot Maintenance – Created this screen to allow for the maintenance of equipment/inventory slot data.  This is the assignment of the inventory slots that exist for each piece of equipment as part of the inventory/lot tracking area of Assist.  An example would be the assignment of the number of slots for chemicals inside a tissue processor.
  • Admin Web Site – Inventory Equipment Slot Template – Created this screen to allow for the maintenance of inventory equipment slot templates that are used as part of the preventative maintenance feature set.
  • Admin Web Site – Object Storage Report – Modified this report to allow it to also report over trash storage.  Previously, because drawers are not assigned to trash transactions, there was no visibility to trash tracking data from inside this report.
All Rights Reserved, Assist Tracking

October 2017 Assist Tracking Changes and Updates

  • Check In Module – Batch Label Printing – Added the capability to print a batch label when the “Process” button is pressed so that a label can be placed on the process batch log if necessary for batch tracking.
  • Admin Web Site – Batch Type Maintenance – Modified this screen to include flags for “LIS Interface Batches” and “Equipment Batches” so that processing can be different based on these additional types of batches.
  • Warehouse Module – Redesigned the menu options inside the warehouse module and added the ability to suppress each of the menu options if necessary.
  • Warehouse Module – Changed the way that “Drawer Capacity” was shown/calculated.  Outbound transactions were counting against the capacity of the drawer rather than being ignored since they did not represent a transaction that increased the objects stored. 
  • Warehouse Module – Warehouse Inquiry – Added Object Type to the selection criteria and set the ability to default an individual warehouse configuration to a specific object type to cut down on clutter when researching a specific object.
  • Batch Tracking Module – Modified this module to allow for the scanning of batch bar codes that can be printed by the check in module when a group of objects are loaded into equipment.  This bar code shows the objects that have been loaded and provides tracking time stamps for the batch.
  • Admin Web Site - MFG Tasks Maintenance – Modified this screen to support the MFG Task type to allow for the categorization of manufacturing tasks for sites that use the Assist manufacturing tracking module.
  • Admin Web Site – Manufacturing Task Type Maintenance – Created this screen to allow for the maintenance of manufacturing task types.  These are used to categorize or filter manufacturing task types which can subsequently be used for the filtering of drop down boxes on the various screens inside the Assist manufacturing module.
  • Admin Web Site – Medical Billing Code Maintenance – Modified this screen to allow for the specification of an ICD code to be associated with a diagnosis billing code for sites that make use of the diagnostic submission feature set inside the doctor module.
  • Admin Web Site – Medical Service Code Maintenance – Modified this screen to allow for the specification of an ICD code to be associated with a diagnosis service code for sites that make use of the diagnostic submission feature set inside the doctor module.
  • Doctor Module – Full Case Button – Added this button to the diagnostic tab inside the doctor module to allow for better reporting/display of case diagnostic information.
  • Admin Web Site – Client Master Maintenance – Modified this screen to add a client name wildcard search field to assist in finding clients.
  • Admin Web Site – Accession Slide Count Maintenance – Modified the “slide recipe” section of this maintenance screen to allow for the flagging of protocols as “Special Stain” or not.
  • Admin Web Site – Doctor Order Audit Report – Added the Rush flag.
  • Admin Web Site – Doctor Order Listing Report – Added the Rush Flag.
  • Admin Web Site – Order Master Listing – Added the Rush flag.
  • Call Tracking – Set the screen positioning to allow for permanent defaulting to screen 2 if there are more than one.  Previously, the screen was sliding back to the primary screen.
  • Doctor Module – Rush Order Flag – Added the ability to capture the rush order flag.
  • Admin Web Site – Order Type Maintenance – Added the “Office Queue Interface” checkbox to the screen.  This checkbox determines whether or not an office queue transaction will be generated when specific order types are encountered for sites that are using the office queue.
  • Doctor Order Closeout – Added the rush order flag to the display with a “Y/N” value that is red when “Y”.  Added the ability to maintain this value as well.
  • Doctor Module – Added the Rush flag to the object print queue for sites that are using the doctor module to send the slide print requests directly to the printer.  The rush flag goes into the request so that a rush case can be printed.
  • Slide Queue – Put logic in place to pull the RUSH flag forward and print on a slide template.  Also gave the ability to maintain the flag.  Added the “rush” choice as a criteria choice to the slide queue.  Color coded the status column to red if the order is flagged as a rush slide.
  • Slide Queue – Added a “Active Count” button to the upper right corner of the screen.  Pressing this button displays the count of active slides inside each of the defined slide queues for ease of telling where slide requests reside.
  • Cassette Queue - Added a “Active Count” button to the upper right corner of the screen.  Pressing this button displays the count of active cassettes inside each of the defined cassette queues for ease of telling where cassette requests reside.
  • Accessioning Module – Added a RUSH checkbox to the screen to allow for the designation of a case as a rush case.  This flag is passed into the cassette queue for use in printing on cassettes as needed.  The fact that a case was marked RUSH is also written to a separate database table for reporting purposes and long term analysis.
  • Admin Web Site – Accession Prefix Report – Added an ObjectType drop down to allow for appropriate filtering of data to match the data collection point.
  • Admin Web Site – Image Type Maintenance – Added a “Show Record Number” check box to allow for visibility of the image type record number in case it is needed for cross reference purposes.
  • Admin Web Site – Image Viewer – Added the accession prefix to the criteria and also added a “wildcard” checkbox to determine whether the accession number and keyword fields are data specific when performing the lookup or are wildcard searches.
  • Scanner Engine – Modified the routine that generates slide transactions automatically when objects are scanned.  Placed a check back to the Rush Case table to check if the case was accessioned as a Rush Case.  If the case IS a rush case, the flag will be flipped in the slide queue to allow for the printing of the rush text on the slide.
  • Admin Web Site – Case Rush Maintenance – Created this screen to allow for an administrator via the web site to create and change case rush records. 
  • Doctor Module – Modified to write case rush records if the rush flag is used when creating a slide queue record so that tracking can be kept of how often rush orders are submitted by Doctors.  This data is captured at the order type level in order to let management know specifically how many slides are ordered as rushes.
  • Queue Viewer - Put logic in place to pull the RUSH flag forward and print on a cassette template.  Also gave the ability to maintain the flag.  Added the “rush” choice as a criteria choice to the cassette queue.  Color coded the status column to red if the order is flagged as a rush case.
  • Warehouse Module – Fixed an issue where the manual entry pop up screen (i.e. unscannable) was only working correctly for labs using the Pathway LIS.
  • Warehouse Module – Inquiry – Change the grid on the inquiry and the detail section to both show the data in the font color of red if they reflect a delete warehouse transaction.  Also reflecting objects that have been sent out (i.e. storage status = “O”) to blue to make them stand out as well.
  • Warehouse Module – Main Storage Screen – Introduced an object type drop down box to eliminate the need for a bar code to switch object types.
  • Admin Web Site – Warehouse Type Maintenance – Created this screen to allow for the maintenance of warehouse types.  These types allow warehouses to be broken down into “banking” warehouses vs. Inventory control warehouses for the tracking of inventory items and supplies.
  • Admin Web Site – Warehouse Maintenance – Added the warehouse type drop down list to allow for a warehouse to be classified as inventory supplies vs. object banking (i.e. slides, cassettes, etc.).
  • Admin Web Site – Inventory Master Maintenance – Added the “Automatic Ordering” and “Corporate Tracking” checkboxes to allow for maintenance of this data.  Automatic ordering flags an inventory items for automatic order generation, which will be used by labs taking advantage of the Assist inventory module.  “Corporate Tracking” is used to indicate inventory levels of different products in a multi-site environment to allow for the tracking of which sites have what quantities of what inventory items (i.e. antibodies, etc.).
All Rights Reserved, Assist Tracking

November 2017 Assist Tracking Changes and Updates

  • Doctor Module – Added the ability to mark a diagnosis as “Preliminary” and have it save when a diagnosis is submitted.
  • Admin Web Site – Vendor Maintenance – Modified this screen to include a cross reference field so that a vendor record can be cross referenced to an alternative inventory management/purchasing system.
  • Admin Web Site – Inventory Order Status Maintenance – Created this screen to allow for the maintenance of inventory order status values.  These values are used to track the status of inventory orders as part of the Assist inventory tracking module.
  • Admin Web Site – Inventory Transaction Type Maintenance – Created this screen to allow for the maintenance of the inventory transaction types to be used for debit/credit transactions inside the Assist Inventory Tracking Module.
  • Admin Web Site – Inventory Details Maintenance – Modified this screen to include the unit of measure, inventory location, serial number, tracking reference number, and date received fields for data collection.
  • Admin Web Site – Inventory Sourcing Maintenance – Created this screen to allow for the maintenance of the list of which inventory items may be ordered by which vendors.  If there records in this table, the vendor list will be filtered on the inventory ordering screens.
  • Admin Web Site – Inventory Master Maintenance – Modified this screen to include the reorder lead time, reorder quantity, and reorder amount fields to assist in the detection of when to generate inventory orders in the Assist inventory module.
  • Admin Web Site – Product Master Maintenance – Modified this screen to allow for the association of product master entries (client order fulfillment) to be associated with inventory items (inventory management) to allow for the use of the inventory management module of Assist to track inventory levels of client order fulfillment items.
  • Accessioning Module – Modified the routine that defaults the label printer to accept wildcard naming of printers so that the name does not have to match exactly.
  • Admin Web Site – Accession Slide Count Maintenance – Added a description search wildcard field to the selection criteria.
  • Admin Web Site – Accession Slide Count Maintenance – Added a protocol category to this maintenance to allow for filtering of slide protocols.
  • Admin Web Site – Protocol Category Maintenance – Created this screen to allow for the maintenance of protocol categories that are used to filter protocols.
  • Print Center – Label Queue – Added the protocol category drop down box to the label queue screen to allow for filtering of the protocol drop down list to allow employees to have filtered lists instead of having to scroll through all values.
  • LIS Interface Module – Modified the module to allow for the specification of a distribution location override to communicate exactly what doctor should get a case.  Also added the ability to put a case on hold from inside this module.
  • Distribution Module – Modified to have the module look for case holds when scanning the requisition or the slide as needed.  This alerts distribution personnel to not distribute a case if it has been held by a different department.
  • Distribution Module – Modified this module to pull forward the doctor override logic from the LIS Interface and accessioning screen.  The employee has the ability to cancel the override if necessary.
  • Doctor Module – Added a check box to allow for the suppression of the microscopic automatic image capture routine on demand.  This toggle turns the feature on and off for facilities that have integrated the doctor module with microscope cameras.
  • Interface Module – Added a new capability to watch grossing scans at the accession number level and allow for automatic creation of grossing office queue transactions to notify other departments of the cases that have been grossed.
  • Doctor Module – Modified the accession order tab so that it is capable of generating an office queue record when an order is placed.  This is typically used to communicate to the office so that insurance calls can be made or entry into a billing system can be performed.
  • Admin Web Site – Office Queue Master Maintenance – Created this screen to allow for the maintenance of the office queues.
  • Scanner Engine – Added the ability to generate an office queue transaction when a requisition is scanned.  This allows for office queue transactions to be made to signify the processing of a grossing case.  This would be used instead of the interface module outlined above.
  • Doctor Order Closeout – Print Log – Added a column for “Rush Orders” to the log and also added a check box for rush order criteria to the selection screen for the printing of rush orders.
  • Doctor Order Closeout – For sites that automatically send slide print requests to the slide queue when an order for a stain, recut, etc. is placed, added logic to check the queue loader settings table to send the request to the correct slide queue based on the doctor that is selected when placing the manual order.
  • Doctor Module – Diagnosis Tab – Added the ability on the report preview to provide drag and drop on images to track the preferred order of the images to be passed into the database for reporting purposes.
  • Accessioning Module – LIS Interface – Added the doctor override dropdown logic to this screen.  Also added the ability to “auto update” the record on save rather than sending an error message that the record already exists OR doing the process of deactivating the record and writing a new one.
  • Queue Viewer – Corrected a flaw in the LIS Interface retrieval process where the “Active flag” was not included in the retrieval which was causing issues when multiple records existed for a single accession (some de-activated).  The routine will only pull active = ‘Y’ values currently.
  • Doctor Module – Modified the “Active Image” logic.  It was not clearing all “requisition” image types at load so the old Requisitions were just piling up in the screen.
  • Doctor Module – Modified the image selection screen inside the diagnosis area to allow for a setting that indicates whether or not to default images as selected on the report.
  • Doctor Module – Grossing Notes tab – For sites that make use of the diagnostic tab along with the display of grossing notes, added the configurable capability of allowing changes to the data on the tab (e.g. body source, grossing notes, clinical information, measurements, etc.).
  • Office Queue – Added logic to allow for the display of images and the sending of images to the active imager.

All Rights Reserved, Assist Tracking

December 2017 Assist Tracking Changes and Updates

  • Print Queue Report – Created this report to allow for display of data from the print queue history report.  This allows for inquiry into the printed history of items.
  • Scanner Engine – Modified the way that the slide number is pulled into the write to the slide queue.  There are multiple methods for determine how the slide number is calculated and added logic to allow for ANY method of identifying a slide record to override another method that determines no slide record.
  • Admin Web Site – Accession Slide Count Maintenance – Modified this routine to allow for no printer to be specified and still allow slide magazines to be specified.
  • Admin Web Site – Accession Prefix Statistics Report – Created this report to provide multiple totals within a timeframe.
  • Scanner Engine – Modified the “Enforce Scan Order” logic to not attempt to read through the cassettes that were printed in order to determine the correct order, but rather to use +1 logic to the last cassette identifier scanned.  Note that this only works for sites that use numeric specimen parts (e.g. A1, A2, B1, etc.) and will not work for the reverse (e.g. 1A, 2A, 1B).
  • Office Queue Closeout – Added the ability to support the use of a scanner.  This allows for the scanning of requisitions and badges for operations.
  • Office Queue Closeout – Added a log print feature to allow for the printing of a work list.
  • Print Center – Modified to allow for X/Y screen size coordinates to be passed in to change the size of the main screen at launch in case it does not need to be full size.
  • Print Center – Label Queue – Modified the Print Center module to provide the option of “auto launching” the label queue when the module is launched.
  • Assist Scanner – Added an “ErrorForward” flag to the main scanner engine to allow it to pull forward in front of all screens when an error condition is made.  Previously, this feature was only allowed if Assist was in borderless mode.
  • Scoreboard – Added a “pause” feature to the scoreboard to allow for a start/end time when the scoreboard should stop showing data.  When the pause time is encountered, the scoreboard will minimize itself.  When the pause time is over, it will maximize itself again and begin rotating.
  • Admin Web Site – Scan Details Report – Added the ink color field that can now be captured at grossing to allow for reporting of this data element if it was specified at grossing.
  • Assist Scanner – Modified the scanner engine to allow for the capture of ink colors.  These are typically specified at grossing.  Once captured, this data can be displayed at other scan touch point by showing a color swatch above the tool bar at the bottom of the screen to reflect the ink color that was used by the grosser.
  • Assist Scanner – Grossing Notes – Modified the main scanner engine to allow the screen to become slightly larger horizontally.  At the bottom of this screen, the grossing notes can be shown when a bottle is scanned if grossing notes were captured in Assist or are available for display.  The full grossing notes “sub screen” can still be displayed using the grossing notes button and it will still turn red when notes are encountered, but this new features provides a quick few of the notes themselves without having to click on the grossing notes button.
  • Print Center – Label Queue – Built an interface between the label queue and the Assist StainLISInterface table for sites that print labels to slide label printers and also have an active stain interface back to their LIS.  Additionally, a tie into the LISInterface table (e.g. Patient demographics) was added to pull full patient name, body source, referring physician and referring medical record number for sites that have an interface loading this information.  That makes this data available for inclusion on the slide label as needed.
  • Print Center – Label Queue – Added a label template that maps to a DataMax Mark III label printer using .75 x .75 inch labels.  Fields can be enabled as needed and moved around on the template using X/Y coordinates in the configuration.
  • Scanner Engine – Modified the processor batch check in process.  Processor batches have always defaulted to a batch name that matches the user ID of the grosser that is working.  The change now SHOWS the user ID in the processor active message at the top of the screen.  It also supports the creation of unique batch names that are not user based for sites that prepare cases for “routine” runs but then have special runs that are different and are outside of the employee.  This is accomplished by use of a bar code to switch to a different processor batch as needed and then toggling back to the main user batch.
  • Scoreboard – Added a “pause” feature to the scoreboard.  This can be trigged by From/To times.  For sites that do not run 24 hours, the scoreboard does not need to continue toggling through data (or if network access goes dark at certain times of day).  The new feature pause the scoreboard and minimized the software to reduce any risk of screen burn.  At the end of the pause time, the graphs are re-activated and the screen is automatically maximized again.
  • Scoreboard – Error Message Suppression – Added logic to allow for error messages encountered by the scoreboard to be suppressed and not “pop” on the scoreboard screen.  If the scoreboard is deployed using “Stick PCs” or wireless devices and connectivity is occasionally sketchy, this suppression causes the scoreboard to not pop messages which can be difficult to clear if no mouse/keyboard are attached to the computing device.  The data will not reflect on the board correctly, but the next time the database comes back online and can be reached, the scoreboard will sync back up and display the data correctly.
  • Admin Web Site – Equipment Reporting – Corrected an error in the processor report where the summary toggle button caused the summary and detail grids to display at the same time creating a report that could not be viewed.
  • Scanner Engine – Modified the grossing notes save routine to include the last maintained date and last maintained user.
  • Admin Web Site – Grossing Notes Report – Modified to display the last maintained date and last maintained user.
  • Admin Web Site – Ink Color Maintenance – Created this screen to allow for the specification of ink colors for sites that track this information.
  • Scanner Engine – Modified the Ink color swatch feature.  Moved the swatch over into the tool bar ribbon.  Changed the logic to pull the actual color from the ink color master table where the displayed color can be a different color palette value from the perspective of Windows.  Modified the scan feature to allow the color to be scanned in by color number from the maintenance screen.  Also display the Ink Color Short name on the swatch for color blind people or to help with differences in color shade.
  • Print Center – Label Queue – Modified the label queue routine to include an “Active Only” choice when working with the LIS Stain Interface so that the protocol combination of labels will not be reprinted every time an accession number is passed into the label queue.
  • Doctor Module – Slide Scanning – Resolved an issue where the doctor module was not scanning slides correctly when there was no multi bottle identifier but there was a multi cassette identifier.  The screen was rendering the slide incorrectly.
  • Admin Web Site – Stain LIS Interface Maintenance – Created this screen to support the maintenance of Stain LIS Interface data for sites that have this feature active.
  • Admin Web Site – Stain LIS Interface Inquiry – Created this screen to support the display of Stain LIS Interface data for sites that have this feature active.
  • Doctor Module – Added CTRL-R key press functionality inside the diagnosis area to allow for the finding and highlighting of any text that matches a configuration string (e.g. []) for replacement by dictation.
  • Assist Scanner – Modified the manual login screen so that the user ID field holds focus when the screen first loads so that a mouse click does not need to be done before starting to type in the user ID.
  • Assist Scanner – Modified the “Grossing Notes” area that was added to the main screen to allow for the inclusion of clinical information on the main screen as well if it is needed.  This can be turned on/off by configuration.
  • Admin Web Site – Hidden Feature Maintenance – Corrected an issue with this screen where the object type filter was not operating correctly in the selection criteria area of the screen.
  • Admin Web Site – LIS Electronic Connection Maintenance – Created this screen to allow for the maintenance of the LIS message queue connections for sites that have an LIS message queue interface.
  • Admin Web Site – LIS MSQ Inquiry – Created this inquiry to allow for visibility to the message queue/accession data that has been downloaded from the LIS for sites that use this feature.
  • Admin Web Site – Referring Physician Maintenance – Modified to allow for the specification of extra slide copies and quantities for sites that have clients that want copies of slides.
  • Print Center – Label Queue – Made changes to implement the “double derm” logic where the extra slide quantity is pulled from the referring physician table assuming it has been passed into Assist for the case.
  • Slide Queue - Made changes to implement the “double derm” logic where the extra slide quantity is pulled from the referring physician table assuming it has been passed into Assist for the case.

All Rights Reserved, Assist Tracking

January 2016 Assist Tracking Changes and Updates

  • Admin Web Site – Accession Printer Maintenance – Added the equipment type to the grid of data (i.e. cassette or slide printer) and also added equipment type filtering capability. 
  • Admin Web Site – Scan History Report – Added a “Use Wildcard” checkbox to the report criteria so that a wildcard accession number can be specified by default but a specific accession can be looked up by de-selecting the check box.
  • Scanner Engine – Changed the print queue logic to allow for a flag to override the default print queue to the printer specified on the specimen type/slide recipes.  This is only needed if the facility wants to split cases across multiple slide printers to have multiple color slides managed.
  • Admin Web Site – Accession Slide Count Maintenance – Modified the maintenance screen to allow for the specification of a printer choice for each child slide.
  • Print Center – Disposal Bin Print – Added a feature to allow for the printing of multiple labels at once instead of one at a time.
  • Admin Web Site – Employee Work Statistics Flexible – Created this report to work similar to the Employee Work Statistics report, but allows for the on demand selection of employees and collection points to provide a more flexible method of reporting.  It only works for transaction log collection points.
  • Admin Web Site – Print History Report – Added the machine name and printed by user to this report and also to the selection criteria.  This provides some more information regarding the printing of slides and from which pieces of equipment they were printed.
  • Admin Web Site – Security Maintenance – Corrected a flaw in this screen where a record could be opened for maintenance and if the user ID was changed to match an existing user ID, it allowed the save, which creates a duplicate user iD.

All Rights Reserved, Assist Tracking

 

February 2016 Assist Tracking Changes and Updates

  • Admin Web Site – Distribution Items Not Returned Report – Reworked the method for determining if a record has been returned.  Prior to the “extended tracking” logic, this report ran by comparing inbound to outbound records and was inefficient.  There is now a flag for check in that gets set on the outbound record.  Changed the logic of this report to access this flag for determination of whether or not the object was returned.  This makes the report more accurate and also runs much faster.
  • Print Center – Slide Tray Labels – Modified to print the tray text to the side of the bar code instead of underneath.  This is more conducive to cutting labels out and sticking them on slide trays.
  • Doctor Module – Modified to add a flag to allow for the pressing of the multiple block save button to clear the selected protocols.  This is to allow for panels to be added and then cleared so that the panel override can be done without accidentally selecting things again.
  • Distribution Module – Modified the slide tray label print routine to put the tray text to the side of the bar code instead of underneath.  This is more conducive to cutting labels out and sticking them on slide trays.
  • Admin Web Site – Print Queue Statistics Report – Extended this report to add another option where daily cassette/slide totals can be shown to provide laboratory management with some idea of the total objects printed in the facility.
  • Distribution – Added the extended Assist error tracking functionality to the distribution module.
  • Slide Queue – Added specimen type to the grid so that it is visually apparent what specimen type is applicable to the slide.  Also widened the screen slightly to show this information and also to stretch out the magazine description slightly so that all of the information shows.
  • Slide Queue – Modified so that the queue can maximize and minimize to account for larger screens.
  • Document Capture – Added a transport bin to the capture logic.  This allows for images of objects being sent via courier to be captured.  This will tie into the ability to review pictures of objects picked up from one site via courier to be compared to the same object when it is delivered at the receiving site and the image can be “accepted”.
  • Admin Web Site – Image Review – Modified this screen to include the transport bin and the Image Closed information that is now captured via the document capture/courier interface that was outlined above.
  • Admin Web Site – Security Maintenance – Modified to include the TimeClockReference field to support the interface into time clock data for employee performance.
  • Accessioning – Added the extended Assist error tracking functionality to the accessioning module.
  • Admin Web Site – Employee Timeclock Maintenance Screen – Created this screen to allow for the maintenance and/or override of the timeclock data that is used in some of the employee work reports.  If a timeclock interface is in use, this allows for overriding the punch data.  If no time clock is in place, it allows for manual entry of actual employee time worked.
  • Admin Web Site – Client Pickup Detail Report – Created this report to provide visibility to detailed courier pickup requests that have been entered via the customer service module.
  • Check In/Out Module - Added the extended Assist error tracking functionality to the check in/out module.
  • Check In Module – Added a drop down to the selection criteria for batches to allow for people to select batches from people other than themselves.  Also added a check box to exclude specimen types from the batches so that all cases except a certain specimen type can be selected.
  • Customer Service Module – Added logic for computer telephony (CTI) and screen pop functionality.  This allows for the module to load the phone number for any call being delivered to the module and have the customer automatically identify and load on the screen.  For unidentified customers, the number is provided so that simple client/number mapping can be performed for future successful screen pop.
  • Admin Web Site – Employee Scan Rate Report – Created this report to calculate the scanning rate of specific objects for employees at the various data collection points.  Also provides ability to include timeclock information for sites that have timeclock data interfaces with Assist.
  • Admin Web Site – Phone Switch Call Log – Created this report to provide detailed information of the phone calls that have been received by the Assist customer service module via the CTI interface.
  • Print Center – Slide Label – Modified the slide label to include a template for the small zebra bar code printer instead of just a layout that matches a Dymo 30332 label.  Added the ability to print a cassette label with the slide label.
  • Scoreboard – Added a configuration flag to allow for the display of today’s date in the header of the various graphs and charts.
  • Check In – Modified the check in module to support image verification for sites that take remote pictures and then verify when a courier delivers.
  • Admin Web Site – Collection Point Maintenance – Added the “DBTable” field to this maintenance screen via a drop down box.  While this data element should really only be used by experienced Assist administrators, there was no way to adjust the settings if needed other than going directly into the database.  This eliminated the ability for even a super user to tweak settings unless they were a database administrator.
  • Print Center – Cassette Label – Modified the cassette label to include a template for the small zebra bar code printer instead of just a layout that matches a Dymo 30332 label.
  • Assist Scanner – Added a feature for the additional block and slide request pop up screen.  Now, when this screen is called, an optional flag can be set to go and pull back the magazine that the last object scanned was printed from and default the printer magazine to this same magazine to stay consistent with cassette/slide colors and reduce chances for a time wasting error.
  • Admin Web Site – Windows Server Listing Maintenance – Created this screen to allow for the specification of machines that the Windows server event logging module should pull data from.  This utility can be used to monitor Assist servers around a WAN for error conditions.
  • Admin Web Site – Assist Rotator Maintenance – Introduced the new drop down for Graph type which will allow for appropriate branching by the scoreboard application to the correct type of display engine.
  • Admin Web Site – Graph Type Maintenance – Created the graph type maintenance screen to allow for the creation and updating of the graph type table that is used in the scoreboard module.

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March 2016 Assist Tracking Changes and Updates

  • Customer Service Module – Added a customer filter to the phone number tab so that either all phone numbers can be shown in the drop down or they can be filtered by the client and facility that are active.
  • Scoreboard – Extended the functionality of the scoreboard to include the ability to show images in a slideshow type of format.  Built the ability to provide captions for the images that will display across the top of the screen and also image details that can display down the right hand side of the screen.
  • Admin Web Site – Graph Image Maintenance – Modified to include a check box for the display of image text and the actual image text.
  • Scoreboard – Extended the functionality of the scoreboard to include the ability to show videos in a slideshow type of format.
  • Admin Web Site – Accession Stain Report – Created this report to show by accession number, all the specimen types, protocols, and detail instructions that have been assigned.
  • Doctor Module – Modified to check the PersonalConfigurationOverride table so that individual configuration settings can be made to override the configurations at a user level for a module.
  • Admin Web Site – Personal Configuration Override – Added this screen to allow for the maintenance of personal overrides for the configuration settings of the various modules in Assist.
  • Document Management – Modified this module to make sure that an accession number was specified when the retrieval button is pressed so that it will not attempt to load thumbnails for every image taken by the system.
  • Admin Web Site – Quality Client Analysis Report – Created this report to allow for the analysis of quality errors that are placed against cases.  It ties the accession numbers back to the LIS Interface (for sites using it) to allow for analysis of the types of errors that are being logged summarized by client so that laboratory management can use the information for educating clients.
  • Leica POU – Modified the module to add a configuration flag so that the duplicates field can be reset to 1 after printing.
  • Admin Web Site – Job Title Maintenance – Created this screen to allow for the creation of job titles to be assigned to client contacts for sites that are using the customer service module.
  • LIS Interface – Modified this module to add edit checks to enforce no duplicate entry of an accession number or an alias number if one is input against a different accession number.
  • Distribution Module – Modified the manifest print to display the facility abbreviation field instead of the full facility name to better fit the existing column widths.
  • Admin Web Site – Facility Maintenance – Modified this screen to support the maintenance of the new facility abbreviation that was created for printing on a variety of reports and manifests.
  • Scanner Engine – Checklist Items – Allowed for default values to cut down on the interaction by the technician with the keyboard.
  • Admin Web Site - Environmental Type Maintenance – Created this screen to allow for the maintenance of environmental types, which are part of the environmental testing module of Assist.  This is the “type” of environmental test.  For example:  Water, air, soil, etc.
  • Admin Web Site – Testing Substance Maintenance – Created this screen to allow for the maintenance of the substances that need to be tested inside the Environmental Testing module of Assist.
  • Admin Web Site – Monitor Type Maintenance – Created this screen to allow for the maintenance of the monitoring types that will be used for the entities performing environmental testing inside the environmental testing module of Assist.
  • Admin Web Site – Analysis Methods Maintenance – Created this screen to allow for the maintenance of the analysis methods that are specified by the testing organization when environmental testing is recorded inside the environmental testing module of Assist.
  • Admin Web Site – All Screen/Reports – Modified the application usage logic to allow for the tracking of the launch all each report/screen if necessary using the check box on the screen and report maintenance screen respectively.  Previously, only a handful of reports were mapped to the utilization tracking logic.
  • Admin Web Site – Accession History Report – Added “max rows” logic to this report to help prevent the creation of runaway reports.  Also defaulted the from/to date to “today”.
  • Admin Web Site – Missing Objects Report – Added “max rows” logic to this report to help prevent the creation of runaway reports.  Also default the from/to date to “today”.  Also removed the default check of “Accession Compare Only”
  • Admin Web Site – Application Utilization Report – Modified to add max rows and current date logic.  Also replaced the free form text box with a drop down that includes only reports and screens (reports first) that have the “UseApplicationTracking” flag turned on.
  • Assist Scanner – Modified to check the PersonalConfigurationOverride table so that individual configuration settings can be made to override the configurations at a user level for a module.
  • Call Tracking - Modified to check the PersonalConfigurationOverride table so that individual configuration settings can be made to override the configurations at a user level for a module.
  • Accessioning Module - Modified to check the PersonalConfigurationOverride table so that individual configuration settings can be made to override the configurations at a user level for a module.
  • Leica POU Module - Modified to check the PersonalConfigurationOverride table so that individual configuration settings can be made to override the configurations at a user level for a module.
  • Distribution Module - Modified to check the PersonalConfigurationOverride table so that individual configuration settings can be made to override the configurations at a user level for a module.
  • Admin Web Site – Client Contact Maintenance – Created this screen to allow for the maintenance of client contacts outside of only being embedded inside the customer service module.
  • Doctor Module – Modified the panel routine to eliminate pulling order types that are not active.  If a panel was built with an order type that has subsequently been disabled, it was still not showing it in the order tab but it was still visible in the web screens which was confusing.
  • Admin Web Site – Kit Detail Maintenance – Modified this screen so that a selection from the grid gets cleared when the retrieve button is pressed so that a selection does not continue to show as the grid is loaded with different data.
  • Admin Web Site – Kit Maintenance – Modified this screen to include a drop down for user and allow this as selection criteria for filtering only the specific kits that are associated with that user.
  • Admin Web Site – Phone Master Maintenance – Created this screen to allow for the maintenance of the phone numbers as part of the courier and customer service modules.
  • Admin Web Site – Address Master Maintenance – Created this screen to allow for the maintenance of address records as part of the courier and customer service modules.  Typically this maintenance would occur as part of the client facility maintenance, but this screen is provided for searching of addresses as well as maintenance outside of the assignment of the address to a client.
  • Admin Web Site - Monitor Condition Maintenance – Created this screen to allow for the maintenance of monitor conditions.  These are the values associated with a monitor type (i.e. satisfactory, unsatisfactory, etc.) as part of the environmental testing module of Assist.
  • Admin Web Site – Federal Standards Maintenance – Created this screen to allow for the maintenance of federal standards.  These are the placeholders to reflect the federal regulations that are applied to the various tests that are performed and monitored as part of the environmental testing module of Assist.
  • Admin Web Site – Testing Frequency Maintenance – Created this screen to allow for the maintenance of the frequency with which environmental substances should be tested.  This is part of the Assist environmental testing module of Assist.
  • Admin Web Site – Environmental Facility Maintenance – Created this screen to allow for the maintenance of the facilities where environmental testing is being conducted and tracked.  This is part of the environmental testing module of Assist.
  • Admin Web Site – Monitor Area/Person Maintenance – Created this screen to allow for the maintenance of the areas and/or people where environment testing is applied.  These are locations or staff within and environmental facility.  This is part of the environmental testing module of Assist.
  • Admin Web Site – Testing Company Maintenance – Created this screen to allow for the maintenance of the companies that will be performing environmental testing so that the correct entity can be specified and associated with testing.  This is part of the environmental testing module of Assist.
  • Admin Web Site – Queue Loader Settings Maintenance – Cleaned up a couple of issues with this screen that were causing it to not always show data correctly in the detail area of the screen.  Also added selection criteria for the object type so that cassettes and slides can be visually seen and filtered while performing maintenance.
  • Admin Web Site – Environmental Facility Substance Maintenance – Created this screen to allow for the maintenance of the facilities and what substance should be tested inside each site.
  • Admin Web Site – Block/Slide Instructions Maintenance – Cleaned up the various equipment type drop down lists on this screen to only allow the selection of cassette or slide printers instead of showing all types of equipment types.
  • Admin Web Site – Printer Magazine Maintenance – Changed this screen to filter the equipment type drop downs to only include cassette and slide equipment types.
  • Warehouse Module – Discovered an issue on the object outbound scan where it was prompting with the multiple object selection pop up box inappropriately.  It was showing this screen when there was only one object because it was not including object type in the query to count objects.  In other words, a block scan outbound was counting as multiple if it found the slide and the block.
  • Check In Module – Added the equipment assignment functionality so that Preventative maintenance equipment can be assigned to the session.
  • Check In Module – Added the checklist functionality to this module as part of the preventative maintenance module.
  • Admin Web Site – Checklist Type Maintenance – Modified this screen to include the checklistareaflag field.  This field allows for PM checklists to be divided from “station related” such as grossing or embedding vs. areas of the lab.
  • Admin Web Site – Checklist Area Maintenance – Created this screen to allow for the maintenance of checklist areas.  This allow for a facility to be broken down into an area where physical checklist items should be assigned and taken care of and monitored.
  • Slide Queue – Added a flag to allow for the suppress of specimen type logic if the specimen type is active for tissue tracking/report, but is NOT being used to drive slide printing.
  • Assist Scanner – Modified the specimen type logic.  No longer keep inactive records in the specimen type tracking table as this was sometimes causing issues with the slide queue and the inactive specimen types.  Now records are deleted from the specimen type tracking table when the type is specified or overridden and the transaction details are writing into the specimen type tracking audit log for historical review.
  • Accessioning Module – Modified the specimen type logic to match that shown above for the assist scanner module.
  • Admin Web Site – Created the Specimen Type Tracking Audit Log report.  This report gives visibility into all of the specimen type transactions that have been performed over time.
  • Admin Web Site – Checklist Assignment Maintenance – Modified this screen so that the checklist type is present for the filtering of the items and also filtered out any checklist area items that are not assigned to individual data collection stations but rather are relevant as facility checklist items.
  • Admin Web Site – Checklist Area Assignment – Created this screen to allow for the assignment of “interval” checklist items to be assigned to checklist areas.  This is part of the preventative maintenance module and allows for repetitive interval tasks (Clean floor, check room temperature, etc.) to be built into templates that can then be used.

All Rights Reserved, Assist Tracking

April 2016 Assist Tracking Changes and Updates

  • Customer Service Module – Added auto login capability to this module to cut down on having to type the user id/password combination to get into the module if the Assist administrator configures them in this way.
  • Customer Service Module – Modified the “Info” tab to include client contacts and to revamp the way this entire tab works.  Default contacts for addresses and phone numbers was also added.
  • Customer Service Module – Modified this module to allow for the screen to shift sizes (width and height) based on the tab that is clicked.
  • Control Tracking Module – Added the control number to the batch retrieval screen so that it can be used to pull batch batches that include a specific control.
  • Doctor Module – Added a flag to this module’s configuration to allow for the panel override check box to be deselected after each scan of a requisition, bottle, or the pressing of the retrieve button.
  • Print Center – Label Queue – Modified the label queue to expressly specify the table to use for matching up the printer number since this field now exists in the AccessionSlideCount table and caused a problem in the label queue for sites that use this to print slide labels automatically.
  • Doctor Module – Modified so that the order type panel changes background color if the check box for panel overrides is deselected so that it is more visually apparent that no changes are allowed.
  • Admin Web Site – Equipment Type Maintenance – Added the new ControlTrackingFlag to allow for an equipment type to be marked as a type that should allow control tracking module interfacing.
  • Control Tracking Module – Added the equipment  drop down so that controls can be saved with the equipment.
  • Admin Web Site – Security Maintenance – Added the Control Processing check box to allow for a differentiation between users that are authorized to enter control batches and people that are allowed to verify control batches.
  • Admin Web Site – Address Master Maintenance – Modified the address master maintenance screen to reflect the new logic of assigning a default contact to an address.
  • Admin Web Site – Distribution Pathologist Summary Report – Modified this report to add an “Include Date” checkbox.  This allows the person running the report to get summary data by distribution location/date or just distribution location to provide different levels of information.
  • Control Tracking Module – Added logic so that a scan of a slide can be marked as a “batch retrieval” scan and pull back the batches associated with the slide that was scanned.  These can then be immediately loaded to the history area of the screen for processing.
  • Manufacturing Module – Modified to include a “Shipment Tracking” functionality set.  This provides sites with the ability to show UPS/Fedex (for example) tracking numbers that have been scanned and can then tie back to the ERP to pull all items that were shipped using that tracking number so that an auditor can then spot check by scanning that the items are not mixed on the shipment.
  • Admin Web Site – Corrective Action Type Maintenance – Modified to include the control flag check box.  This allows for a corrective action type to be marked as being control object specific so that it can be correctly shown as a drop down choice on the screen.
  • Admin Web Site – Reactivity Maintenance – Modified this screen to include the corrective action flag check box.  This allows for a specific reactivity to be marked as needing a corrective action.  In the slide control tracking module, the selection of a reactivity with this flag checked will prompt for a corrective action.
  • Slide Control Module – Modified so that reactivity choices can cause the display of corrective actions.  These can be marked as mandatory so that a corrective action can be required when certain reactivity values are specified.  This can be marked as mandatory or not.
  • Distribution Module – Added logic to print QC notes underneath each object (i.e. slide) as they are printed on the manifest to reflect any notes and/or comments that were captured with the case.
  • Admin Web Site – Distribution Location Maintenance – Added DefaultCaseCapacity and DefaultSlideCapacity for sites that are using workload/credit tracking of cases distributed to locations.  Also added default workload hours, default form of capacity tracking (i.e. case vs. slide) and whether or not a location should be considered as eligible for workflow tracking.
  • Admin Web Site – Workload Credit Reasons Maintenance – Created this screen to allow for the maintenance of workload credit reasons.  These are reasons that are given for exceptions to a doctor’s workload and have the ability to give case and slide reading credits when planning out and capturing doctor work loads.
  • Admin Web Site – Doctor Workload Credit Maintenance – Created this screen to allow for the maintenance of the assignment of doctors to workload credits as part of the workload credit section of Assist.
  • Admin Web Site – Doctor Schedule Maintenance – Modified this screen to include doctor slide capacity in addition to normal case capacity for sites that need to perform workload capacity planning at the slide rather than case level.
  • Admin Web Site – Doctor Workload Maintenance – Created this screen to allow for the manual maintenance of the doctor workload/quota assignment process.  Individual overrides can be performed, calculations to refresh planned volumes can be done, along with refreshing the automatic feeds from Assist and the entry of manual items such as cases/slides from cytology.
  • Admin Web Site – Doctor Workload Generation – Created this screen to allow for the generation of doctor workload records in an automated and holistic method.  These placeholder records can be updated using the Doctor Workload Maintenance screen.  This screen can also be used after distribution to generate the workflow records for tracking purposes.
  • Admin Web Site – Doctor Workload Tracking – Created this report to pull together all of the data associated with doctors and workload tracking.  This is basically a +/- report of performance vs. workload quota for a date range.
  • Courier Module – Corrected issue where the status was not defaulting correctly based on the value stored in the configuration.
  • Distribution Module – Modified the unscannable to allow for the default to slides instead of requisitions since slide would be the most likely object to cause a manual entry to be performed.  Also changed the accession number field to select all when the number is clicked for entry to keep from having to backspace.
  • Assist Easy Print – Created this simple module to streamline the Print Center even further.  Individual label print routines can now be shown with minimal interaction needed from the end user in order to make labels print.  The requisition routine is the first option built in the easy print.
  • Print Center – Slide Tray Labels – Moved the human readable information slightly over to the right to correct an issue where the bar code was overlaying the outer edge of the human readable information.
  • Admin Web Site – Distribution Pathologist Summary – Added options for Inbound, Outbound, and both as choices in the selection criteria to allow the report to be filtered by those options to allow users to better retrieve exactly the data they need.
  • Admin Web Site – Specimen Type Maintenance – added the flag AllowPrefixMagazineOverride for labs that need to be able to override specimen type magazine protocol printing with the prefix controlling the magazine over the protocol where specified.
  • Admin Web Site – Prefix Printer Override Maintenance – Created this screen to allow for the specification of printer overrides. This logic will be applied to the slide queue to allow for an accession prefix to drive the magazine color used for a slide and can override protocols that have been specified at the specimen type level if the choice is made to allow for this under specimen type maintenance.
  • Slide Queue – Prefix Magazine Override – Added functionality to the slide queue to allow a flag to be flipped to check for prefix magazine override to cancel out the specimen type/protocol magazine settings if needed.  If no overrides have been specified for the magazine, then the normal logic applies.
  • Admin Web Site – Distribution Specimen Log – Extended this report to include Accession notes, specimen type, and protocol instructions.  Added notes, client, facility, referring physician as selection criteria.  Also provided filters to include and not include instructions and notes.  Also added a filter for only active notes.
  • Admin Web Site – Shipping Type Maintenance – Modified this screen to include a drop down for the selection of an “external data” connection.  There is separate maintenance for this screen but it basically allows for the retrieval of data to show shipment related items.
  • Assist Manufacturing Module – Modified so that tracking number scanning of shipment type information can pull all items that were included on the tracking number and then allow for verification/audit scanning to make sure all is well.
  • Admin Web Site – External Data Maintenance – Created this screen to allow for the creation of external data feeds.  This allows for SQL Strings to be saved along with a replacement variable so that data can be pulled from outside of Assist from time to time as situations arise where there would be benefit to this.  The first implementation of this is pulling shipping information based on UPS/Fedex tracking numbers.
  • Admin Web Site – Error Master Maintenance – Added the case hold flag to this maintenance screen so that individual error codes can be marked as codes that put a case on hold from workflow processing.  While there is a full case hold logic/process inside Assist, for some labs this simplifies the process.
  • Admin Web Site – Distribution Specimen Log – Modified to include a column to reflect the error message for the error codes that are marked as hold codes.
  • Customer Service Module – Added a client drop down listing instead of a free form entry choice and load from the contact lists.  Also changed to display the salutation (i.e. Mr., Mrs. Dr., etc.) on the screen and the job title assuming they have been specified.
  • Customer Service Module – Added the stored comment append logic to allow for multiple stored comments to be appended to one another.
  • Customer Service Module – Added a new screen to handle the entry of new phone number information when the add button is pressed as part of the extended CTI functionality.
  • Assist Scanner – Modified the pop up print screens for add on cassettes and slides to allow for a configuration setting to drive the maximum number of values in the multicassette drop down.  Previously, this number maximum was hard coded at 50.
  • Admin Web Site – Windows Error Tracking Report – Created this report to provide visibility into any windows errors that have been recorded by the Assist windows error tracking agent.  This is used to monitor error conditions on Assist machines by allowing administrators to configure the agent to pull Windows event logs back into the Assist database for analysis.
  • Admin Web Site – Windows Error Tracking Purge – Created this screen to allow for the purging of error transactions so that the database does not get full if multiple servers/computers are being pulled.
  • Admin Web Site – Order Type Listing – Added the billing code to this report.
  • Admin Web Site – Doctor Maintenance – Modified to correct an error where records were being excluded because they did not have an active number on the doctor schedule.
  • Admin Web Site – Order Report – Added row count logic to the report to protect against a max rows retrieval and also removed the location description from the report to provide more data.  Also added a checkbox to suppress closed orders.
  • Admin Web Site – Order Billing Report – Created this new report to provide a streamlined view or doctor orders.  The intent of this report is to be used by the billing group when ensuring that all doctor orders have been billed.
  • Admin Web Site – Doctor Maintenance – Modified to clean up the process of deleting the schedule for a day. 
  • Print Center – Doctor Order Billing – Created this screen to serve as an inquiry into doctor orders.  It is a departure from the normal operations of the print center as it is really a specific report/inquiry that is designed to show all doctor orders that were handled from the perspective of a billing department.  It is redundant to some web reports (Order billing report) but offers fat client functionality rather than the timeout activity associated with the web site.

All Rights Reserved, Assist Tracking

May 2016 Assist Tracking Changes and Updates

  •  Print Center – Slide Tray Bar Code Print – Modified this screen to pull the X/Y coordinates for the bar code, human readable description, and slide tray number from the configuration so that the positions of these objects can be tweaked by the local Assist administrator.
  •  Batch Tracker – Extended this module to allow for the ability to generate a slide tray flush only feature.  This is used in facilities that use batches (such as slide tray tracking) where the trays are flushed at a specific point.
  •  Distribution Module – Modified to include the ability to show a slide tray and the cases that are being associated with the slide tray as it is being built.  The screen widens out a little to include this information.
  •  Batch Tracker – Modified this module to allow for the loading of history when the user badges into the system.  This allows for data to be pulled forward to provide all transactions for review in case the user has been away from the system and has logged out.
  •  Admin Web Site – Security Maintenance – Extended the security maintenance screen to include a check box for “Allow Office Task Assignment”.  This is part of the new Task tab that has been added to the customer service module.  This check box marks an employee for eligibility for task assignment via this new feature set.
  •  Admin Web Site – Task Assignment Group Maintenance – Created this new maintenance screen to allow for the maintenance of task assignment groups.  These are part of the office task area of Assist and will allow for groupings of employees to be created.
  •  Admin Web Site – Task Group/User Assignment Maintenance – Created this screen to allow for the maintenance of users being assigned to task groups.
  •  Assist MFG Module – Added the Assist error tracking logic so that any errors made in the software can be logged in the error tracking database.
  •  Assist MFG Module – Added a clear shipment button for sites that are making use of the shipment/tracking number tracking features of the manufacturing module of Assist.  This button allows all of the details associated with a tracking number to be cleared.
  •  Distribution Module – Corrected an issue with slides not reflected as checked off when a slide is scanned and microtomy history is being displayed.  There was a specific instance where this could occur.
  •  Check In Module – Modified the way that batch load pulls so that User ID of the person logged into the module does not filter the pull of data as it is loaded from the drop down of the user that actually performed the creation of the grossing batch.
  •  Doctor Module – Added the “Use User ID” to the open orders pop up box selection criteria so that order status for people other than the doctor working in the module can be displayed.
  •  Admin Web Site – Batch Tracking Assignment Report – Added a case count entry at the top of the report to show the number of cases (Prefix + Accession) that are on the report in the detail area.
  •  Order Closeout Module – Pulled the maximum lines on a page for the order log into the configuration so that adjustments can be made without any hard coding.
  •  Admin Web Site – Case Trace Maintenance – Created this screen to allow for the maintenance of cases that need to be traced through Assist.  This feature allows for “hunts” to be placed on cases and have them alert any time they are encountered by Assist.
  •  Admin Web Site – Case Trace Report – Created this report to show the case trace records that have been found and identified to close the loop on cases that have been marked for tracing.
  •  Assist Management/Error Agent – Extended this utility to also display case trace alerts in addition to errors.
  •  Assist Scanner – Added logic to this module to put “Case Trace” logic in place to check for any cases that might have a trace placed on them and alert if they are encountered.
  •  Check In/Out - Added logic to this module to put “Case Trace” logic in place to check for any cases that might have a trace placed on them and alert if they are encountered.
  •  Warehouse - Added logic to this module to put “Case Trace” logic in place to check for any cases that might have a trace placed on them and alert if they are encountered.
  •  Distribution - Added logic to this module to put “Case Trace” logic in place to check for any cases that might have a trace placed on them and alert if they are encountered.
  •  Assist Scanner – Modified this routine for QA note indications.  Added two flags to cassette and slide transactions to not have the scanner alert twice (at Microtomy) when a QC note is encountered.  Before this change, the QC note would alert on the scan of the cassette and again on the scan of the slide.
  •  Accessioning Module – Modified this module to include flags to allow for instructions and the printer magazine to stick on the screen if they were changed and a bottle was scanned that causes the auto identifier logic to kick in.  The changes were being lost previously and an incorrect cassette record was sent to the queue if auto print on scan was enabled.
  •  Distribution Module – Modified this module to include a flag to allow for the distribution location to stay if a change to configuration is made.
  •  Accessioning Module – Added the toolbar ribbon to this module to allow for login, logout, verification, and reset via buttons instead of just bar codes.

All Rights Reserved, Assist Tracking

June 2016 Assist Tracking Changes and Updates

  • Accessioning Module – Added logic to allow for the reading of the specimen quantity in the bar code if it was printed in the bottle bar code.  Typically, this would happen if the LIS is printing the bar codes and knows the cassette quantity.
  • Accessioning Module – Added logic to allow for the reading of the specimen protocol in the bar code if it was included in the bottle bar code.  Typically, this would happen if the LIS is printing the bar codes and knows the protocol.  The protocol can be specified as the block/slide protocol number, the description, or the abbreviation.
  • Admin Web Site – Error Message Listing – Added the sort order and the print grouping code to the error listing for better filtering in Excel.
  • Admin Web Site – Block/Slide Instructions Maintenance – Screen was not refreshing correctly when a protocol with detailed instructions was clicked followed by one with no instructions.  The second choice was still showing the values from the original.
  • Admin Web Site - Change Control Type Maintenance – Created this screen to allow for the maintenance of change control types.  Examples would be things such as:  Documentation, SOPs, Software, etc.  This is part of the Assist change control tracking feature set.
  • Admin Web Site – Change Control Component Maintenance – Created this screen to allow for the maintenance of change control components.  Examples would be specific components within an overall software application, areas of the SOPs or documentation, etc.  This is part of the Assist change control tracking feature set.
  • Admin Web Site – Change Control Maintenance – Created this screen to allow for the maintenance of the change control records.  These would be the actual notes tracking the items that have been changed.  This is part of the Assist change control tracking feature set.
  • Admin Web Site – Change Control Report – Created this report to allow for reporting over the change control records.  This is part of the Assist change control tracking feature set.
  • Admin Web Site – Office Task History Report – Created this report to allow for the viewing of historical office task transactions.
  • Check In/Out – Added the ability to scan QC codes to this module to add it as part of the QA process.
  • Check In/Out – Added the QC button with pop up screen for detailed quality information tracking.
  • Admin Web Site – Lab Workflow Times Report – Modified this report so that distribution data and equipment tracking data are included as choices.  Previously, distribution scans and check in/out scans were not valid choices.
  • Easy Print – Moved much of the logic for the location, font size, boldness, font into the configuration so that the look of the linear label can be modified without requiring coding changes.
  • Print Center Module -  Moved much of the logic for the location, font size, boldness, font into the configuration so that the look of the linear label can be modified without requiring coding changes.
  • Document Capture – Modified this module to include the ability to upload images that were captured via a different camera than the live feed.  This could be from third parties sending in images to things that were captured via a cell phone or regular camera.  Once the pictures are placed somewhere on the network, this new functionality can be used to upload and associate the data as if it originated in this module which also makes the images available via the administrative web site image viewer screen.
  • Admin Web Site – Location Maintenance – Added TimeClock Reference for sites that have time clock integration capabilities with Assist.  This allows for the time logged into the clocks to be included in some employee efficiency reports.

All Rights Reserved, Assist Tracking

July 2016 Assist Tracking Changes and Updates

  • Admin Web Site – Distribution Slide Tray Report – Added the “Slide Tray Number Original” field to the report to reflect the original batch number for the distribution record to also go with the “current” batch number which was originally reflected.  Also added a flag to filter by outbound distribution only for sites that use inbound distribution and/or warehouse.
  • Slide Point of Use – Added logic to the slide printing logic.  For the slide protocols that are tied to the BlockSlideInstructions, the routine was ignoring situations where the active flag was set to “No” and also was not filtering correctly if a slide parent was assigned to multiple block/slide combinations.  Corrected this flaw.
  • Accessioning – Increased the “maximum” value on the quantity numeric field to be 1,000 instead of 100.
  • Scanner Engine – Increased the “maximum” value on the quantity numeric field to be 1,000 instead of 100.
  • Manufacturing Module – Modified this module to allow for a different matching data from the shipment data when using the extended shipment tracking number logic when using external data.
  • Manufacturing Module – Extended to allow for the identification of shipment vendor (i.e. UPS or FedEx) number based on “starts with” or “Wildcard” logic.
  • Admin Web Site – Shipment Type Maintenance – Added the check box for the maintenance of the new WildCard Flag field that was added to support the logic explained above.
  • Admin Web Site – Feature Finder – Created this utility that is attached to the main maintenance screen of Assist.  It is used to help the end user in locating screens and reports inside the Assist administrative screens.  Sometimes, given the number of screens/reports, it can be difficult to remember where to go to find them and this screen simplifies the location process.
  • Admin Web Site – Feature Finder – Modified this screen to include a column to indicate whether or not the user logged into the web site has rights to the objects or not to cut down on confusion regarding an item that exists vs. an object that exists but the user cannot see it.
  • Warehouse – Modified the “lookup” routine on an inbound storage scan.  This algorithm looks to see if the object is shown as “out” before storing it and closing the out transaction.  This lookup query was missing the “location number” in the where clause which was causing slow transaction speeds in high volume facilities.
  • Distribution – Modified the void routine to include slide tray counts and the build list if slide tray tracking is being done.
  • Print Center – Label Queue – Modified this screen to give the choice of going to the LIS Interface table to pull back patient name and include it on the slide label.
  • Customer Service Module – Modified the scan history tab to pull data from the Equipment Tracking (i.e. Check In) and Distribution tables in addition to the transaction log.  On distribution records, modified the “Scan Type” column to include the name of the distribution location to which the accession was distributed.
  • Distribution Module – Modified this screen to include a check box (which is optional) for “Rework Cases”.  This lets the distribution data be segmented differently for reporting purposes.
  • Scoreboard – Modified the distribution grid to show the rework totals along with the ability to break down totals by Pathway or not Pathway labs.
  • Admin Web Site – Sales Rep Maintenance – Built this screen to allow for the maintenance of sales representatives.
  • Admin Web Site – Client Master maintenance – Modified to include the ability to assign a sales rep to the client.
  • Customer Service – On the maintenance tab area where clients are added, included maintenance of the sales representative to support this data.
  • Customer Service – Modified the comment tab area.  When a client is specified, a check is made of the client master file and if a sales rep is specified, the sales representative name is shown on the screen.
  • Customer Service – Modified the client master retrieval routine to include the client code so that short code retrieval and positioning of the drop down box can be done.
  • Scoreboard – Modified the distribution grid to allow for the customization of the total column and row to be a different background color.
  • Scanner Engine – The scan history button for Pathway labs was pulling prior years because the location identifier was not included in the retrieval. 
  • Scoreboard – Made some cosmetic changes to the special requests grid to show different data and suppress things differently.  Gave options for comments and case notes to be displayed.
  • Admin Web Site – Added the “AvailableInCustomerService” flag to the stored comment type maintenance screen to allow for the stored comments that are shown in the customer service module to be filtered.
  • Customer Service – Modified the screen load to factor in the Available in customer service flag when loading the stored comment drop down list.
  • Customer Service – Modified the info tab to insure on the addition of a new phone number that the phone number field itself is not blank.

All Rights Reserved, Assist Tracking

August 2016 Assist Tracking Changes and Updates

  • Admin Web Site – Request Template Maintenance – Created this screen to allow for the maintenance of request templates.  These are used as part of the customer service module and allow for flexible creation of multiple types of special request templates that control the types of special requests that can be entered by customer service representatives.
  • Admin Web Site – Incident Severity Maintenance – Created this screen to allow for the maintenance of incident severities.  This data is part of the incident management that is present inside the Assist customer service module and allows for severity (major and minor) to be assigned to the types of incidents tracked by the lab.
  • Customer Service Module – Extended the special requests tab to allow for the specification of incidents that might be encountered and report to lab management via the customer service department.  HIPAA violations would be an example of an item that could be tracked via incident management.
  • Admin Web Site – Incident Error Maintenance – Created this screen to allow for the maintenance of incident errors.  These are the types of errors that can occur and be logged against an incident.
  • Print Center – Label Queue – Modified the label queue print screen to allow for the modification of the linear bar code height and x dimension via configuration flags to provide more functionality.
  • Warehouse – Modified the inquiry screen to all criteria for all transaction types (including returns and destroyed), employee that performed the warehouse scan transaction and the from/to date of the transaction.
  • Warehouse – Added the employee as a drop down choice so that on an outbound transaction, the employee that requested the object can be noted and tracked.
  • Admin Web Site – Incident Category Maintenance – Created this screen to allow for the maintenance of incident categories.  These are the categories of errors that can occur and be logged against an incident.
  • Admin Web Site – Object Storage Report – Modified this report to include the “reported by” employee.
  • Admin Web Site – Incident Type Maintenance – Created this screen to allow for the maintenance of incident types.  These are the types of incidents that can be tracked using Assist.  Flags allow for incidents to be marked as HIPAA related or other types.
  • Print Center – Created a new screen inside the print center module to allow for the creation of UDI labels for medical devices that require UDI labelling. The screen allows for the creation of the labels and the immediate scan/display of validation transactions associated with the labelling.
  • Admin Web Site – UDI Validation Report – Created this report to allow for reporting against the validation activities that can be done as part of the UDI labelling process that has recently been added to Assist.
  • Admin Web Site – UDI Print Transaction Report – Created this report to allow for reporting against the UDI labels that have been printed.  Every label that is printed is captured in the database so that controls can be established on how often and when labels are printed.  Re-print transactions can also be done from this data.
  • Customer Service Module – Added the appointment scheduling template to the special reports area (tab) of this module.  This added functionality allows the customer service representative to create appointments for clients for different types of medical services.
  • Admin Web Site – Appointment Status Maintenance – Created this screen to allow for the maintenance of the different types of status (i.e. Open, Closed, Pending) that can be assigned to an appointment transaction in the customer service module.
  • Admin Web Site – Appointment Type Maintenance – Created this screen to allow for the maintenance of the different types of appointments (i.e. Frozen Sections, FNA, Bone Marrows) that can be selected in the appointment scheduling template section of the special requests tab in the customer service module.
  • Admin Web Site – Appointment Log Report – Created this report to allow for the detail level reporting of appointments that have been captured using the customer service module.
  • Admin Web Site – Application User Authorized Maintenance – Created this screen to allow for the maintenance of the user authorization table, where users can be flagged as authorized for different feature sets inside Assists.  Historically, this was accomplished with checkboxes on the security maintenance screen, but this will be used to replace that concept long term to remove the need to make constant tweaks to the database for new security feature turn ups.
  • Cassette Queue – Fixed an issue with manually printing cassettes where the cassette identifier was not printing.
  • Scanner Engine – Add the ability to adjust the leading zero count after processing the requisition to account for entities such as hospital requisitions where their numbering sequence would be larger than the bottles and/or cassettes/slides printed via Assist.
  • Admin Web Site – Employee Scan Rate Report – The “remove” button to filter out employees from the selection list was not working.  This was corrected.
  • Accessioning Module – Resolved an issue with the label print routine inside the accessioning module.  If toggling between configurations from an LIS number wheel with a location identifier and one without a location identifier, the identifier was “sticking” and printing out on the number wheel bottle labels that should not have them.  Suppressed this value on a toggle operation.
  • Customer Service Module – Added the “Technical Component” flag and the client type to the “add client” section which is accessed via the “Maintain” button on the “Info” tab.  Previously, these two fields were only available via the web front end for Client maintenance.
  • Customer Service Module – Added phone number masked editing to the various phone number fields.
  • Admin Web Site – UDI Label Type Maintenance – Created this screen to allow for the creation and maintenance of the UDI label types for sites that make use of the UDI label printing utility.  This allows for manufacturer information, UDI tags, and disclaimers to be maintained dynamically in the software.
  • Admin Web Site – Appointment Facility Maintenance – Created this screen to allow for the maintenance of the appointment facilities.  These are used inside the customer service module when the feature to allow for the scheduling of appointments (i.e. Frozens, FNA, etc.) to be performed.
  • Scanner Engine – Modified the void subroutine to change around slightly the text that is written to the scan history box and also modified the font color to reflect as red.
  • Admin Web Site – Report Template Maintenance – Created this report to allow for tweaks to be made to the various settings associated with the “canned” reports/forms that are associated with different types of transactions that are created inside the special requests section of the customer service module.
  • Admin Web Site – Incident Log Report – Created this report to allow for the web based reporting of incidents that are created via the customer service module.
  • Admin Web Site – Add On Priority Maintenance – Created this screen to allow for the maintenance of the priority assignment capability of the “Add on” orders that can be captured via the Assist customer service module.
  • Admin Web Site – Order Type Maintenance – Modified this screen to allow for the inclusion of the “Add On Available” check box to allow an order type to be modified to make it show up in the drop down list of choices for the type of order that is being placed on an add on.
  • Admin Web Site – Specimen Type Maintenance – Modified this screen to allow for the inclusion of the “Add On Available” check box to allow a specimen type to be modified to make it show up in the drop down list of choices for the specimen type when data is being created in the customer service add on order section of Assist.
  • Admin Web Site – User Authorized Count Report – Created this report to show, and an object type (i.e. Report vs. Screen) level, how many objects a user has rights granted.  This allows Assist administrators to have some level of visibility holistically to how many end users are accessing the various Assist administrative objects.
  • Admin Web Site – Doctor License Maintenance – Created this screen to allow for the maintenance of doctor licenses on a screen by itself.  Previously, this functionality was provided only on the Doctor Maintenance screen.  This screen allowed for multiple facets of a doctor to be maintained.  This new screen was created so that rights could be granted to only license maintenance without exposing the other data elements.
  • Distribution Module – Created Distribution auto assignment logic.
  • Admin Web Site – Client Pickup Detail Report – Added the Call Start date to this report so analysis can be performed of when a pickup request was captured by customer service and when it was entered as a pickup request for comparison purposes by the logistics department.
  • Admin Web Site – Add On Status Maintenance – Created this screen to allow for the maintenance of status values for the Add On order area of Special Requests inside the Assist customer service module.
  • Admin Web Site – User Favorites List Box – Added this section to the administrative web site to allow for “quick launch” items to be specified for screens and reports for frequently used items.
  • Admin Web Site – User Favorites Maintenance – Created this screen to allow for the maintenance of favorites by employee.
  • Customer Service Module – Removed the First Call Resolution logic from the client add on order tab and added it to the main call screen since the flag is relevant to the entire call and not just an add on order.
  • Admin Web Site – Call Notification Report – Modified this report to reflect the change in the location of the first call resolution and to show the reason description rather than just the “Y/N” first call flag.  Also moved this report to the customer service report quadrant.
  • Admin Web Site – Call Resolution Summary Report – Created this report to show a call count summary by call resolution reason.
  • Customer Service Module – Modified so that Add on client orders, appointments, and incidents would all show under the call summary and call history areas of the application.
  • Admin Web Site – UDI Label Type Maintenance – Modified this maintenance screen to record versions of labels into the database for tracking purposes.
  • Admin Web Site – Accessioning Module – Modified the accessioning module to capture the case type.  This is being done by going to the specimen type table to get the case type.  This is used to then write the case type to the specimen type tracking table.  For labs that use auto assignment distribution, this is important in adding this level of filtering.
  • Admin Web Site – Specimen Type Information Report – Modified to include the case type.
  • Admin Web Site – Specimen Type Audit Log Report – Modified to include the case type.
  • Admin Web Site – Specimen Type Maintenance – Modified to include the ability to specify a case type and associate it with a specimen type.
  • Admin Web Site – Doctor Case Type Maintenance – Created this screen to allow for the specification of doctors and the case types they are allowed to read.  This data is used by the distribution auto assignment feature for the handling of which doctors should get which cases for assignment.
  • Distribution Module – Modified the auto assignment to include case type logic.
  • Admin Web Site – Department Maintenance – Modified this screen to include “Chemical Department”.  This allows for departments to be created/maintained with an indication as to whether or not chemicals are stored in the department.

All Rights Reserved, Assist Tracking

September 2016 Assist Tracking Changes and Updates

  • Admin Web Site – Chemical Class Category Maintenance – Extended this screen to allow for check box classification of the chemical classes as Flammable, Oxidizer, Corrosive, or Combustible to better support chemical storage requirements.
  • Admin Web Site – Chemical Inventory Maintenance – Created this screen as part of the temperature storage section of Assist.  This table allows for the chemical details to be tracked and associated with inventory items for sites that are using Assist to track chemical storage.  Flash points, corrosiveness, etc. are entered via this screen and associated to inventory items to fill out the chemical profile of the items in storage.
  • Admin Web Site – Chemical Kit Maintenance – Created this screen to allow for the creation of chemical kits.  This provides the ability to put products together into a kit or chemical combination to be used in the lab.
  • Admin Web Site – Chemical Storage Limits Maintenance – Created this screen to allow for the creation of chemical storage limits.  These are the values, but chemical inventory item that allow for triggers to be set off if more of a chemical than is allowed is stored in an individual location inside the facility from a fresh chemical or waste storage/disposal perspective.
  • Order Closeout Module – Corrected an issue where the “Default Order Category” was not defaulting on the first screen (i.e. search criteria) but was leaving the value of “Not Specified” as selected.
  • Admin Web Site – Client Add On Order Report – Created this report to provide visibility to add on orders for clients that have been placed using the Assist customer service module.
  • Scanner Engine – Made changes to support a new bottle label that might include protocols and quantity.  This new feature allows for bottle integration with an LIS where the information on the specimen is passed via the bottle bar code, but the screen needs to not let the bottle bar code impact matching. Admin Web Site – Chemical Inventory – Added the “Client Submitted” flag to note chemical inventory items that might be received FROM clients.  This is used to filter the chemical drop down on the accessioning screen.
  • Accessioning Module – Modified to show a chemical assignment drop down list box to indicate what chemicals a specimen arrived in.  This writes data to the Chemical Accession Assignment table so that records can be kept of what substances were involved in the receipt of the specimen.
  • Admin Web Site – Case Trace Resolution Maintenance – Created this screen to allow for the specification of resolution reasons for labs that use the case trace functionality.
  • Admin Web Site – Case Trace Report – Created this report to show the basics of the case trace data.  Renamed the original Case Trace Report to Case Trace History Report to reflect the fact that this report includes historical information including when the case submitted for tracing has been encountered.
  • Admin Web Site – Case Trace Maintenance – Modified this screen to include the ability to maintain a resolved flag, resolved by, and resolution reason for enhanced tracing of cases.
  • Admin Web Site – Employee Availability Report – Created this report to allow for the reporting on the employee availability information.
  • Order Closeout – Modified the doctor order closeout to take the order type, order category, and status from the selection criteria to the print log pop up screen and point the drop down lists rather than make the technician make the changes again on the print log screen.
  • Admin Web Site – Special Request Summary Report – Added client name to the report and made is suppression enabled.  Also added client to the selection criteria.
  • Admin Web Site – Appointment Log Maintenance – Created this screen to allow for the maintenance of appointment log records.  Normally, these records will be maintained via the customer service module.  This screen simply provides an alternative for the maintenance of the records for employees that may not have the customer service module but need access to create and/or change appointment records.
  • Admin Web Site – Incident Approval Maintenance – Created this screen to allow for the maintenance of the approval choices for an employee when working with incident maintenance inside the customer service module.
  • Admin Web Site – Incident Log Maintenance – Created this screen to allow for the maintenance of incident log records.  Normally, these records will be maintained via the customer service module.  This screen simply provides an alternative for the maintenance of the records for employees that may not have the customer service module but need access to create and/or change incident records.
  • Admin Web Site – Performed a search through all reports and screens and changed the logic to consider a “verification” badge to be any user record flagged with the verification flag from the security maintenance screen instead of having the hard coded hunt for ID8888 as the factor.  This cleans up some old logic to match the more efficient manner of tracking verification badges.
  • Scoreboard – Created a new Employee availability scoreboard view to show the data for the employee availability feature set inside Assist.
  • Admin Web Site – Assist Rotator Maintenance – Modified this screen to include the department drop down in the detailed section of the screen so that the department flag can be associated with an individual machine so that department filtering scoreboard choices can function.
  • Admin Web Site – Scoreboard Alert Maintenance – Modified this screen to include a font color drop down and color swatch.  This allows for each alert to have a font color picked from the drop down (with the color displayed in the little text color swatch area for confirmation).  This value will be read by the scoreboard message display when displaying the alert.  Previously, messages could only be shown in black.
  • Admin Web Site – Scoreboard Message Maintenance – Modified this screen to include a font color drop down and color swatch.  This allows for each alert to have a font color picked from the drop down (with the color displayed in the little text color swatch area for confirmation).  This value will be read by the scoreboard message display when displaying the message.  Previously, alerts could only be shown in red.
  • Admin Web Site – Employee Availability Start/End Maintenance – Created this screen to allow for the default start/end time for employees to be specified.  This will be used in the employee availability portion of Assist when defaulting the starting and ending time for employees.
  • Admin Web Site – Doctor Case Type Capacity Maintenance – Created this screen to allow for the maintenance of doctor/case type limits associated with the distribution module when auto assignment logic is in place.  This allows for doctors to have their assignment counts halted based on capacity limitations specified at the case type level.
  • Slide Queue – Modified to correct an issue where the “auto purge” of items that are older than the threshold did not include the status flag so that “Active” objects are left behind. 
  • Admin Web Site – Accession History Report – Removed the location description from the various grids.  This data is not really necessary and was limiting the amount of data that could be displayed in the grid overall.
  • Print Center – Modified the badge print routine to include a “suppress unscannable” option to turn off the unscannable bar code on the badges when checked.
  • Leica POU – Modified this routine to include the WarnVerificationScanCount logic to warn a user if they stay logged into the application with a verification badge beyond the count set in the configuration.
  • Check In/Out – Modified this routine to include the WarnVerificationScanCount logic to warn a user if they stay logged into the application with a verification badge beyond the count set in the configuration.
  • Distribution Module – Modified this routine to include the WarnVerificationScanCount logic to warn a user if they stay logged into the application with a verification badge beyond the count set in the configuration.
  • Warehouse Module - Modified this routine to include the WarnVerificationScanCount logic to warn a user if they stay logged into the application with a verification badge beyond the count set in the configuration.
  • Warehouse Module – Modified to generate a Object Storage Transaction record for each transaction that takes place in the warehouse.
  • Warehouse Module – Added a pick list feature to allow for the building of a grouping of objects (i.e. slides) to pull out of the warehouse.  This printed list can be used to walk into the warehouse and physically pull the items. LIS Interface Module – Modified to allow for duplicate alias numbers if they are blank.  Modified the “Edit” pop up screen to filter client facilities when a client is selected.  Added the Assist Processing checkbox and the doctor override drop down box for clients that have these data elements enabled and are flagged as visible.
  • Admin Web Site – Distribution Auto Override Maintenance – Created this screen to work with the LIS Interface for sites that make use of the auto distribution feature inside Assist.  This table represents automatic doctor overrides that can be called by the LIS Interface.
  • Warehouse Module – Modified so that based on configuration options, if an object is scanned “inbound” and the object is showing as currently not in the warehouse due to a “send out” of some sort, generate an error indicating that a refile needs to be performed.
  • Admin Web Site – Object Storage Transactions Report – Created this report to show all of the warehouse transactions that have been generated by the warehouse module to provide a granular view of all of the actions performed as a form of audit trail.
  • Distribution Module – Modified the auto assignment logic to include the doctor override feature where all logic is bypassed if an accession number is marked for distribution to a specific doctor.
  • Admin Web Site – Client Add on Order Maintenance – Created this screen to allow for the maintenance of client add on orders that are processed via the Assist customer service module.  This provides the ability to maintain orders if the client service module is not installed on an individual machine.
  • Admin Web Site – Case Type Maintenance – Added Case Priority to this maintenance screen to allow for the specification of a priority value for ordering of case types outside of the visual order which is driven by the sort order field.  This is used in various places inside Assist such as the distribution auto assignment to handle split case type accessions.
  • LIS Interface Module – Removed the location description from the inquiry/edit grid to allow for more “relevant” data to fit on the initial grid view on the screen.
  • Order Closeout Module – Modified to look at the Closeout Category Suppression screen to determine whether what order categories to display when the closeout screen is loaded.
  • Warehouse Module – Modified to support the suppression of protocols in the slide bar code if a configuration flag indicates that they are present.
  • Warehouse Module – Modified to show drop down boxes for cabinets and drawers for use typically in a “smaller” warehouse environments.
  • Admin Web Site – Closeout Category Suppression Maintenance Screen – Created this screen to allow for the maintenance of the order category/machine combinations that can be suppressed from view inside the doctor order closeout screen.
  • Customer Service Module – Added the Choose Phone option to the main screen.  This is relevant when CTI is not in use in a facility.  A list of phone numbers has been captured for the client and toggling this checkbox (after choosing the client) allows for the selection of an existing phone number for the client.  Once selected from a visible drop down that appears, the phone number will go forward to the various other tabs as if it had been input on the original text box for phone number.
  • Admin Web Site – Object Storage Transactions Report – Modified this report to include the protocol value for the object being stored if there is one.
  • Admin Web Site – Object Storage Report – Modified this report to include the protocol value for the object being stored if there is one.
  • Admin Web Site – Specimen Type Tracking Maintenance – Created this screen so that maintenance can be performed on the detail specimen type tracking information.  Normally, this data is created via the data capture screens inside Assist.  This screen allows for changes if needed by management and also for the creation/maintenance of specimen type records if a specimen does not pass through histology but needs specimen type information for distribution purposes.

All Rights Reserved, Assist Tracking

October 2016 Assist Tracking Changes and Updates

  • Warehouse Module – Modified to show drop down boxes for cabinets and drawers for use typically in a “smaller” warehouse environments.
  • Admin Web Site – Closeout Category Suppression Maintenance Screen – Created this screen to allow for the maintenance of the order category/machine combinations that can be suppressed from view inside the doctor order closeout screen.
  • Customer Service Module – Added the Choose Phone option to the main screen.  This is relevant when CTI is not in use in a facility.  A list of phone numbers has been captured for the client and toggling this checkbox (after choosing the client) allows for the selection of an existing phone number for the client.  Once selected from a visible drop down that appears, the phone number will go forward to the various other tabs as if it had been input on the original text box for phone number.
  • Admin Web Site – Object Storage Transactions Report – Modified this report to include the protocol value for the object being stored if there is one.
  • Admin Web Site – Object Storage Report – Modified this report to include the protocol value for the object being stored if there is one.
  • Admin Web Site – Specimen Type Tracking Maintenance – Created this screen so that maintenance can be performed on the detail specimen type tracking information.  Normally, this data is created via the data capture screens inside Assist.  This screen allows for changes if needed by management and also for the creation/maintenance of specimen type records if a specimen does not pass through histology but needs specimen type information for distribution purposes.
  • Order Closeout – Made slide change to have the selection of an order category in the main selection criteria area filter the order type selection criteria value to only show types for the category.
  • Admin Web Site – Object Request Status Maintenance – Created this screen to allow for the maintenance of object request status values which are part of the “send out” template (named Object Request) of the customer service module.
  • Admin Web Site – Object Request Type Maintenance – Created this screen to allow for the maintenance of object request type values.  These represent the types of object requests that can be made in the customer service module.  Examples would include Send outs, warehouse pulls, etc.
  • Manufacturing Module – Modified this module to handle the different shipment type logic of FedEx where the tracking bar code is embedded at the end of the bar code instead of beginning with it.  Added logic to truncate from the right based on flags being set on the shipment type table.
  • Admin Web Site – Shipment Type Maintenance – Modified this screen to include a flag to indicate if there is the need to process a shipment tracking number by taking a certain number of digits from the right of the bar code instead of from the front.
  • Admin Web Site – Object Request Reason Maintenance – Created this screen to allow for the maintenance of object request reason values which are part of the customer service object request section of Assist.
  • Manufacturing Module – Modified this module to pull the Bypass bar code value out of the configuration instead of being hard coded inside the Assist routine.  Also added a flag to allow for the scanning of the bypass bar code to clear the shipment type information if indicated that this was allowed.
  • Print Center – Badge Print – Added the ability to include the bypass bar code on a badge when printing.  This can only be done at the expense of the unscannable bar code.
  • Admin Web Site – Object Request Priority Maintenance – Created this screen to allow for the maintenance of object request priorities.  These are used in the object request section of the Assist customer service module.
  • Admin Web Site – Specimen Type Summary Report – Modified to add a “Monthly View” check box to allow for the specimen type summary to be reported at a daily level, which was the original default, and also now at a Year/Month view to summarize further.
  • Doctor Order Closeout – Added scanner functionality to this module to allow for badge scans and also multiple accession type scans (i.e. block or slide) and also the ability to automatically retrieve the orders for the object that was scanned.
  • Doctor Order Closeout – Added logic to allow for the module to skip protocols if they were found in the object bar code.
  • Admin Web Site – Distribution Location Maintenance – Modified this screen to allow for the maintenance of a font color associated with the distribution location.  This is used in various places in Assist to make the DL show up with a different font color on screens.
  • Distribution Module – Modified to allow for the auto distribution grid to display using the font color of the distribution location if this was specified under distribution location maintenance.
  • Distribution Module – Modified the “all slides must be scanned” option to allow for a “hard halt without confirmation” in addition to a confirmation option.  In other words, give the configuration option to not allow the tech to skip intentionally the scanning of all slides.
  • Assist Backup – Added Error capture logic to several of the subroutine to write data to the ApplicationErrors table to allow for troubleshooting if the backup routine is not working as it should.
  • Microtomy Point of Use – Modified this routine to allow for the capture of patient information and writing into the LIS Interface table.   This is for facilities that have patient information in the bar code.
  • Assist Scanner – Modified to allow for the slide queue generation routine to also include an override magazine based on protocol.  Previously, this only worked for the printer.
  • Admin Web Site – Shipment Tracking Summary – Created this report to provide a summary/count view of shipments that have been placed and tracked via Assist.  Previously, there was only a detail view of this data.
  • Distribution Module – Modified the auto distribution logic to also include the concept of accession prefix (i.e. number wheel) overrides for doctors for sites that need that functionality.
  • Admin Web Site – Distribution Auto Prefix Override – Created this maintenance screen to allow for the maintenance of prefix override records for sites that use auto distribution and need the ability to grant assignment criteria and/or elimination to distribution locations (i.e. doctors) based on number wheel.
  • Admin Web Site – Employee Time Work Card Report – Modified this report to correct a bug where the report did not work correctly when the “group before” checkbox was used.
  • Admin Web Site – Feature Object Naming Maintenance – Created this screen to allow for the creation of custom naming conventions for various objects on some screens.  This is really used for non-lab installations where some of the reports do not need to make reference to lab names for objects such as accession numbers and prefixes (i.e. number wheels).
  • Check In/Out Module – Added the logic to handle the Void situation where a record needs to be deleted.  Pulled in the same void logic that exits in other modules using a button on the screen or a bar code.

All Rights Reserved, Assist Tracking

November 2016 Assist Tracking Changes and Updates

  • Admin web site – Accession Prefix Maintenance – Modified to remove the location description to provide more visible area for data.  Also added a prefix free form search criteria to make it easier to find a specific number wheel for sites with lots of them.  Added a duplicate check to ensure on an add transaction that the number wheel does not already exist.
  • Doctor Module – The “Show All Types” check box on the accession orders tab was not filtering back to the original state when unselected.  It was still showing all types. 
  • Admin Web Site – Prefix Hourly Count Report – Modified to filter out error message scan transactions.  They were showing up with blank prefixes.
  • Admin Web Site – Peer Review Report – added the result description column to reflect more detailed result information on the doctor peer review.
  • Admin Web Site – Client Pickup Detail Report – Modified to include the notes column in the report.
  • Admin Web Site – Peer Review Result Maintenance – Created this screen to allow for the creation and editing of result reasons for better and more detailed reporting on the peer review tab of the doctor module.
  • Doctor Module – Modified the peer review tab to include the result reason drop down rather than simple checkboxes for agree and disagree.  This allows for more detailed decisions and indications regarding the review process.
  • Doctor Module – Added specimen notes to the module.  The button can now be displayed and will turn red when specimen notes are encountered.  A new tab titled “Information” is now visible to show specimen notes.  This tab becomes active when the specimen notes button is pressed.
  • Doctor Module – Modified the Quality tab to include “***” in the tab description to make it visually apparent when quality information exists for the case to prompt users to click on the tab if they wish to see QC information.
  • Admin Web Site – Object Request Maintenance – Created this screen to allow for maintenance of the object request items that are typically entered via the customer service module.  This provides an alternative for maintenance of these objects when a user does not have the actual customer service module.
  • Admin Web Site – Object Request Report – Created this report to allow for reporting of the object request items that are typically entered via the customer service module.
  • Queue Viewer – Added the “delete multiple” button to allow for more than one cassette to be deleted at a time.  This feature already existed in the slide queue.
  • Distribution Module – Modified the Case Statistics logic to include a new scenario for showing “Bottle Count” that is driven by the configuration.  Bottle statistics can be driven by the bottle scans that take place at another scan touch point in the workflow (i.e. grossing or accessioning) rather than from Distribution.  This is relevant if the facility wants to show distribution totals that are at the container level but they are only scanning requisitions at distribution where this data is not in the data being scanned.
  • Admin Web Site – Distribution Prefix Summary Report – Created this report to show the requisition, specimen, and slide totals summarized by distribution location and prefix.  The prefix can be suppressed.  The specimen (i.e. container/bottle count) can be pulled from distribution transactions or from any other scan point prior in the workflow in case only requisitions are scanned at distribution.
  • Manufacturing Module – Include logic to allow for a timeclock user ID to be scanned instead of the Assist bar code and load it successfully.
  • Scanner Engine – Modified the “Slide” scan to include a protocol value if one was found in the bar code in the write to the transaction log.
  • Scanner Engine – Modified to back out the “timeout” time on auto logoff to subtract the auto logoff time to make the logout time more accurate.
  • Slide Queue – Included the logic to write the protocol into the bar code.
  • Slide Queue – Included logic to allow for the writing of a specimen class to the slide.  Specimen class would be used for indicating if the specimen was a histology vs. cytology vs. frozen section. 
  • Admin Web Site – Transaction Log Listing – Modified this report to show the protocol value field that has been added to the transaction log table, distribution table, and object storage (warehouse) table.
  • Distribution Module – Modified the “Slide” scan to include a protocol value if one was found in the bar code in the write to the distribution log.
  • Distribution Module – Modified to back out the “timeout” time on auto logoff to subtract the auto logoff time to make the logout time more accurate.
  • Distribution Module – Extended the auto assignment algorithm to include the DoctorSpecimenAssignment table where a specimen is definitively overridden to a doctor.
  • Admin Web Site – Distribution Detail Report – Modified to include the protocol value.
  • Admin Web Site – Specimen Tracking Report – Extended this report to include the specimen class.
  • Admin Web Site – Specimen Type Tracking Audit Log – Extended this report to include the specimen class.
  • Admin Web Site – Specimen Type Tracking Maintenance – Extended this screen to allow for the maintenance of the specimen class when working on specimen type tracking records.
  • Check In/Out Module – Modified to back out the “timeout” time on auto logoff to subtract the auto logoff time to make the logout time more accurate.
  • Accessioning Module – Modified to back out the “timeout” time on auto logoff to subtract the auto logoff time to make the logout time more accurate.
  • Slide Point of Use - Modified to back out the “timeout” time on auto logoff to subtract the auto logoff time to make the logout time more accurate.
  • Slide Point of Use - Included logic to allow for the writing of a specimen class to the slide.  Specimen class would be used for indicating if the specimen was a histology vs. cytology vs. frozen section. 
  • Slide Point of Use – Made the changes necessary to include the protocol in the bar code.
  • Queue Viewer – Modified to include writing the specimen class to the cassette.  This allows for things such as “Frozen” or “Cytology” to be marked on the case.
  • Admin Web Site – Specimen Class Maintenance – Created this screen to allow for the maintenance of specimen classes that are used to group specimen types into their departmental categories.
  • Accessioning Module – Added the specimen class drop down to the list and then write it into the specimen type tracking table.
  • Scanner Engine – Added the specimen class drop down to the embedded specimen type override panel to allow for the specification of specimen classes as needed.
  • Admin Web Site – Specimen Class Summary Report – Created this report to allow for the summary level reporting of the specimen class information if it is specified while engaged in specimen type tracking.
  • Admin Web Site – Doctor Specimen Assignment Maintenance – Created this screen to support the “auto” distribution feature.  This allows for someone to show all of the cases (at the specimen level) that have passed a data collection point (ex.  Accessioning or grossing).  The cases that were at that point, can be assigned to a specific doctor.  At distribution, the module can interrogate this table when a requisition is scanned to determine who should be given the case.
  • Admin Web Site – Doctor Specimen Assignment Report – Created this report to show the doctor assignment transactions that have been loaded in the database for clients that are using this functionality.
  • Admin Web Site – Specimen Type Maintenance – Modified this screen to include the specimen class. 
  • Accessioning Module – Modified so that when a specimen type is selected, if a specimen class is assigned to that specimen type, it will position the specimen class drop down on the screen if it is visible.
  • Admin Web Site – Security Maintenance – Added department and “Active Only” selection criteria to help filter employees.
  • Admin Web Site – Employee Productivity Summary – Added department to the selection criteria.
  • Admin Web Site – Employee Time Worked Report – Added department to the selection criteria.
  • Scanner Engine – Added the ability to provide a “wider” version of the main scanning screen to allow for the specification of Doctor Specimen Assignments via this engine (typically grossing).
  • Admin Web Site – Transaction Log Listing – Modified this report to clean up the selection criteria area.  Made the fields line up better and generally made it more visually appealing.
  • Check In/Out – Batch Mode – Modified to so that the scanner can be used to check items on the batch screen instead of just clicking with the mouse.  Also worked out a few issues where the status was not getting set correctly.
  • Slide Queue – Printer Protocol Splitting – Created a new feature to allow for the slide queue to split up a case based on the protocols.  If a portion of the protocol wants to be printed on a slide printer other than the “Active” printer, as the case is printed, it will create a record in the print queue table pointing the specimen to the other printer.
  • Scanner Engine – Modified the main scanner engine screen to provide an additional option when using the void bar code.  Based on a configuration flag, the void can now delete “every scan point” for the accession number in question, or can be filtered to just delete scan transactions for the touch point where the void is performed.  This provides enhanced capability for voiding out transactions at one point without impacting other points.
  • Day End Utility – Modified this utility to inactivate day end records when they are overridden by a secondary day end button press instead of deleting them.  Accomplished this by adding an active flag to the database.  Added a “revert” button to the screen to clear the current day end and go back to the prior date.  Changed the selection of a day end type to reflect the date/time on the screen to provide visibility to the current.
  • Admin Web Site – Day End Maintenance – Modified to include the Active Flag to the maintenance screen.
  • Admin Web Site – Scan Rate Report – Made a few tweaks to this report.  Added a check box to allow for the suppression of the collection point so that reporting can be done at the group level OR the group/point.  Corrected a flaw with the Assist time so that it reflects correctly.  Gave the ability to run for all collection groups at once.

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December 2016 Assist Tracking Changes and Updates

  • Accessioning – Modified to include the option of specifying a default quantity in the configuration for initial screen loading.
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January 2018 Assist Tracking Changes and Updates

  • Office Queue Closeout – For sites that use the office queue for grossing information, made a change to allow for defaulting of the body source, grossing information, and clinical information to potentially cut down on click events and streamline speed entry.
  • Admin Web Site – Manufacturing Case Task Report – Created this report for Assist manufacturing sites to provide better visibility to the manufacturing tasks associated with case scans.
  • Admin Web Site – Manufacturing Task Transaction Report – Created this report for Assist manufacturing sites to provide better visibility to the manufacturing tasks that are scanned by employees in a transactional format.
  • Admin Web Site – Hidden Category Maintenance – Created this screen to allow for the maintenance of screen/report categories so that entire categories of items can be suppressed from view on the Assist web site to cut down on visual clutter.  Previously, items had to be individually hidden which could be more painful than hiding at this higher level.
  • Admin Web Site – Screen/Report Launchpad – Modified the main screen “launchpad” for both maintenance screens and reports to look at the hidden category table and not show categories if they have been marked as hidden.  This allows sites to cut down on visual clutter for sections of Assist without having to hide the items one at a time.
  • Admin Web Site – Office Queue Maintenance – Created this screen to allow for the maintenance of office queue data.  This information is typically created via the office queue or agents that watch Assist transactions and create this data, but this screen allows for the explicit maintenance of the office queue data.
  • Warehouse Module – Bulk Mode – Modified the bulk entry screen to show drop down list boxes for added functionality rather than just making the values available via scan transactions.  Scanning can still be performed to position, but will position the drop-down boxes.
  • Warehouse Module – Template Label Creation – Modified the template screen to position correctly for the warehouse area into which to create the template.  Previously, these were not positioning correctly.
  • Admin Web Site – Office Queue Report – Created this report to allow for reporting over the office queue.
  • Assist Scanner – Modified the main scanner engine to allow for the clinical information to be set as read only on the grossing notes tab for sites that are using grossing note capture/display and do not want changes to be allowed inside the screen.
  • Check In Module – Modified the ability to capture the batch number of the processor and write into the “office queue” for sites that are using the equipment check in transaction to generate an office transaction.  This change allows those sites to see the data logically grouped.
  • Check In Module – Provided the ability to suppress the run length (e.g. tissue size) when processing a batch to cut down on visual clutter where the size is not significant.
  • Office Queue Closeout – Modified this screen to show the batch description if office queue items have batches in play and added as a potential selection criteria value.  Also added the ability to suppress the batch type in case only one type is used and this is visual clutter.
  • Admin Web Site – Void Transaction Report – Corrected an issue where the grid headers on this report were inaccurate.
  • Scanner Engine – Modified the cassette add on block screen pop up to check the queue loader settings to allow for the target cassette printer to default in a custom manner based on the mappings to allow for different employees to default to different printers.
  • Doctor Module – Added an “Open Scan” check box to allow for the next scan transaction after checking this box to go directly into the comments text box.  This is to allow a doctor the ability to pass comments along to the lab from other bar codes.
  • Doctor Module – Modified the “Auto Print” routine to react to the “suppress slide” check box from the order type maintenance screen to allow for the sending of an order to the histology order closeout screen without sending slide print requests to the slide queue.
  • Doctor Module – Created the ability for a static bar code scan (flexible based on configuration) to perform the save orders button press.  This allows for a scan sheet to be created to drive the save order (multiple or single) to be done without touching a mouse/keyboard.
  • Admin Web Site – Office Queue Assignment History Report – Created this report to display the office queue assignment audit trail.  It is basically a listing of all the assignment transactions that are performed as employees take ownership of office queue tasks.
  • Office Closeout – Added the ability to default the image type if the image tab is available on the office closeout modification form.
  • Office Closeout – Added full image list processing to allow for images to be processed and maintenance from inside the office queue modification pop up screen.
  • Interface Utility – Image Filing – Modified the image filing “spider” to allow for the writing of images to a “bad” folder if they cannot be automatically filed to keep from having to address the same files repeatedly.  Also made a configuration change to allow for an opt out on using the date/time stamp and just run on source folder contents.
  • Doctor Module – Added visibility to the patient history information from the grossing notes table.
  • Office Closeout – Added the ability to view and update Patient History in the grossing notes section of the closeout screen.
  • Admin Web Site – Grossing Notes Report – Extended this report to include the patient history field that has been added to the table.
  • Admin Web Site – Diagnostic Group Maintenance – Created this screen to allow for the maintenance of diagnostic groups.  These are used inside the doctor module as a logical grouping of diagnostic codes into common “stain” groupings.
  • Admin Web Site – Medical Code Maintenance – Modified the medical code maintenance screen to include a diagnostics group drop down to allow for this additional information to be provided.
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February 2018 Assist Tracking Changes and Updates

  • Admin Web Site – Manufacturing Task Department Template Maintenance – Modified this screen to allow for visibility of task templates when the department is “not specified” for tasks that are applicable across all departments.
  • Admin Web Site – Medical Code Stains Maintenance – Created this screen to allow for the creation of medical code stain data which helps to further break out diagnosis text to accommodate stain results.  This is relevant to sites using the doctor module with diagnosis capability.
  • Admin Web Site – Calibration/Verification Report – Modified this report to include a summary view of the data to augment the detailed view that was created originally.
  • Office Queue Closeout – Cleaned up a scenario where an end user could click the login button, cancel the transaction, and then have access to the “Retrieve” and “New” buttons.  Enforced the concept that a login transaction must take place before any operations may proceed.
  • Active Imager – Modified this screen to allow for the support and notification of multiple images that have been submitted.  The change provides a visual if more than one image is available and provides a vehicle for toggling through them.  Added support for a “no image exists” scenario where a record gets written, but simply reflects an ImageFound = “N” in order to drive the message.
  • Active Imager – Added the ability to display patient demographics on the screen assuming the LIS Interface is active.
  • Distribution Module – Provided the ability to suppress the “Refresh Statistics” button for sites that do not want the information available.
  • Office Queue Closeout – Modified to not allow the entry of new grossing notes if grossing notes already exist.
  • Admin Web Site – Diagnosis Code Unlock Maintenance – Created this screen to provide the ability to unlock medical diagnosis cases when they get unintentionally locked.  This is only relevant if a site is using doctor module with medical diagnosis.
  • Admin Web Site – Distribution Location Maintenance – Added a checkbox to allow for a new maintenance field titled “requires manifest” which allows individual distribution locations to be assigned a Y/N value to indicate whether or not a distribution location should require a manifest in the distribution module.
  • Distribution Module – Added a “requires manifest” check box to the screen that requires a manifest depending on whether or not the flag is set for individual distribution locations.  The value can also be set across the board and not check as distribution locations are changed if needed.
  • Admin Web Site – Employee Daily Work Statistics Report – Created a new variation of the Employee Work Statistics report that includes the date with the various totals displayed on the report.
  • Admin Web Site – Equipment Listing Report – Added Facility to the selection criteria and facility location description to the detail area of the report to allow for the reporting of the facility and specific location where equipment is stored.
  • Admin Web Site – Inventory Machine Assignment Maintenance – Created this screen to allow for the maintenance of the inventory/machine assignment records.  Normally, this data is maintained via the Assist data collection stations themselves.  This screen allows for overriding or modifying the assignment without having to visit the work stations.
  • Admin Web Site – Employee Group Maintenance – Created this screen to allow for the maintenance of employee groups.  These new groups will be used for assigning a variety of tasks to groupings of employees for projects rather than assigning to individuals.
  • Admin Web Site – Group Title Maintenance – Created this screen to allow for the maintenance of employee group titles.  These are used in the assignment of employees to teams where there might be a title (e.g. Leader, Member, etc.) associated with the assignment of the employee to the team.
  • Admin Web Site – Team Item Type Maintenance – Created this screen to allow for the maintenance of the team item types.  Item types are used to classify the project items into the types of project items.  Examples are:  Ideas, Suggestions, Recognitions, and Issues.
  • Admin Web Site – Team Project Maintenance – Created this screen to allow for the maintenance of team projects.  This data is part of the Team/Project functional area of Assist and holds the main areas where projects or team environments can be built (e.g. Histology, Cytology, Logistics, etc.).
  • Admin Web Site – Team Initiative Maintenance – Created this screen to allow for the maintenance of team project initiatives.  This data is part of the Team/Project functional area of Assist and holds the name of the initiatives or projects that can be launched and tracked against.  Entries could be here for continuing improvement, surge meetings, Kaizen blitzes, etc. where project items should be tracked against specific projects.
  • Admin Web Site – Team Project Impact Maintenance – Created this screen to allow for the maintenance of team project impact associated with the completion of a project item.  Examples of impacts would be:  High, Medium, Low.  This data is part of the Team/Project functional area of Assist.
  • Admin Web Site – Team Impact Area Maintenance – Created this screen to allow for the maintenance of team project impact areas associated with the completion of a project item.  Examples of areas would:  Logistics, Customer Satisfaction, Employee Satisfaction, etc.  They represent the areas of the business that a project completion would impact.  This data is part of the Team/Project functional area of Assist.
  • Admin Web Site – Team Project Implementation Maintenance – Created this screen to allow for the maintenance of team project implementation choices associated with project items.  Examples would be:  Hard, Medium, Easy.  These values represent the level of effort associated with a project item.  This data is part of the Team/Project functional area of Assist.
  • Admin Web Site – Project Item Maintenance – Created this screen to allow for the maintenance of project items.  These are the base entities in the Team/Project functional area of Assist.  They represent the individual items (e.g. suggestions, recognition entries, project improvement ideas) that are being tracked.  While client software exists for the entry of this data, this screen allows for the override and entry of the data outside of the client software.

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March 2018 Assist Tracking Changes and Updates

  • Admin Web Site – Equipment Retirement Report – Created this brief report to offer listings of equipment along with the date of purchase and disposal.  While all status values of reports can be retrieved, it is really designed to be used for reporting to accounting groups on the equipment that has been retired and/or disposed of and the relevant dates.
  • Admin Web Site – Medical Code Maintenance – Added a field to allow for the capture of reference text inside medical code definitions for use in the doctor module where diagnosis specification capability is enabled.  Also added medical code category into the selection criteria.
  • Doctor Module – Diagnostics – Added the ability to default the medical code category area to default a doctor to a specific medical code category when the module is first launched.
  • Admin Web Site – Medical Code Stain Definition Maintenance – Created this screen as part of the diagnostic area of the doctor module.  It allows for the creation of diagnostic result combinations (e.g. PAS-, GMS-) to be associated with medical diagnostic codes.
  • Admin Web Site – Project Item Report – Created this report to provide visibility to the active items in the Team/Project item database.  This data is part of the Team/Project functional area of Assist.  Project items are the main items that are tracked.
  • Admin Web Site – Project Item History Report – Created this report to provide visibility to the transactional items in the Team/Project item database.  This provides visibility to the audit trail information on all data that has been changed.  This data is part of the Team/Project functional area of Assist.  Project items are the main items that are tracked.
  • Admin Web Site – Shipment Type Maintenance – Modified this maintenance screen to add the ability to specify shipment types (e.g. Fedex, UPS) where the tracking number contained in the vendor bar code is driven by an algorithm that includes the length of the bar code rather than the starting characters of the bar code.
  • Admin Web Site – Team Project Assignment – Created this screen to allow for the assignment of employees and/or employee groups to team projects.  This data is part of the Team/Project functional area of Assist.
  • Doctor Module – Diagnosis Tab – Changed the image count metric on the screen to only reflect an image count if the images is an “available on report” image type to more appropriately designate to a doctor how many images have been taken.
  • Admin Web Site – Project/Team Assignment History Report – Created this report to allow for the reporting of the historical assignment of employees and/or employee groups to projects/teams.  This provides management with date/time information of who was assigned to what within a time frame for analysis purposes.  This data is part of the Team/Project functional area of Assist.
  • Accessioning Module – Modified to allow for the scanning of Accession “bins” while performing the accessioning process.  If a facility serializes the bins that the specimen bottles are placed in, this allows for the tracking of which bin contains which specimens.  The data is written into the database for tracking purposes where different color bins may represent rush cases or special handling. 
  • Accessioning Module – Modified the selection of the specimen type drop down to allow for a default cassette count to be loaded based on the selection.
  • Admin Web Site – Specimen Type Maintenance – Modified the specimen type maintenance to include the “default cassette quantity”.  This new value will change the quantity on the accessioning screen when the specimen type is specified.
  • Thermo Slide Point of Use Module – Added two protocol definition buttons.  One will display the protocol packages associated with specimen types and will default to the active specimen type for the case that is active.  The other is a button that allows for the display of the definition of specific stains or protocols.  The drop downs in the definition area will change depending on which button is pressed, but it provides visibility to the histotechs to see the slide combinations that will be printed when the options are taken.
  • Doctor Module – Print Log – Adjusted the print log functionality to allow for the specification of a single accession number, or all accessions within a number wheel when printing a log of orders.  Also added a filter to only include orders for the specific doctor logged into the module.
  • Queue Viewer – Added additional selection criteria to the cassette queue.  The accession prefix was introduced to allow for the filtering by number wheel and also a batch drop down for sites that accession into “bins” to allow for the printing of only cassettes in that “batch”.
  • Warehouse Module – Modified the manual entry (e.g. unscannable) to handle prior year location identifiers more correctly.  Even when changed on the screen, they were reverting back to the current year.  This fix is only relevant to labs using the Pathway LIS number wheel symbology.
  • Warehouse Module – Modified to make sure that leading zeros are not stored in the database along with the accession number base.
  • Warehouse Module – Modified the accession history from Microtomy window to include the location identifier.  Previously, all data for an accession and suffix were being displayed regardless of year.  This is only relevant to labs using the Pathway LIS number wheel symbology.
  • Thermo Slide Point of Use Module – Modified this module to allow for “split printing” between a Thermo slide printer and another printer, which is typically a label printer such as zebra.  This allows for the automatic splitting based on protocol of which slides should print on a physical slide and which should automatically route to a label printer for IHC lables (for example).  Also provided an “override” feature which allows for all label print transactions to be pointed to the IHC label printer.

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April 2018 Assist Tracking Changes and Updates

  • Assist Scanner Engine – Modified the main scanner module to slightly alter the “case hold” logic.  If case holds are used, a transaction type override can be done to modify the scan type via collection point based on the reason given for the hold.  This provides flexibility to generate different transaction log scan data from a single station without having to produce different module configurations for each type of hold.
  • Admin Web Site – Case Hold Reason Maintenance – Modified this screen to allow for the capture of data collection points that can be used to override the scan type for a single case hold station to allow for enhanced data capture.
  • Admin Web Site – Employee Image Archive Maintenance – Created this screen to allow for the maintenance of employee archival paths.  This is designed to allow for the support of archival of objects, typically pictures by the interface utility.  For sites that use features such as image capture inside the doctor module, this can be used to move pictures out of a working directory and into a archive directory that is personalized and different by employee.
  • Admin Web Site – Equipment Scan Utilization Report – Created this report to allow for the display of which computers and scanners are creating the most scan traffic by data collection point with the oldest and most recent dates of scan also reflected.
  • Admin Web Site – Missing Specimen Type Report – Created this report to allow for the display of accession numbers that do not have specimen types associated with them.  This report exists at both a detail and summary level.  It can show accession numbers that were missed on the specimen type assignment as well as being used to see who assigned specimen types when they are specified.
  • Admin Web Site – Bypass Analysis Report – Created this report to allow for reporting into the usage of the “Bypass” bar code.  Some sites allow for mandatory scan objects to be bypassed for a variety of reasons even when they are mandatory.  The bypass process allows for employees to skip mandatory scan objects.  This report provides visibility to who is using this feature and how often, time of day, etc.
  • Admin Web Site – Override Type Maintenance – Created this screen to allow for the maintenance of override types.  These represent the categories of overrides that can be performed over the various transactions inside Assist but represent overrides around established procedures or rules.  For example, the “bypass” ability in mandatory scan points would be an example of an override, so an override type of “Bypass” could be created to track the number of times that a bypass is performed.
  • Scanner Engine – Extra Cassette Request – Modified the extra cassette ordering process to check the specimen type tracking table and pull back the relevant specimen type to print on the cassette if relevant.  Previously, on add on cassettes, the specimen type abbreviation was getting lost.
  • Print Center – Cassette Label – Modified the cassette label print routine to include the specimen type.  This allows for the specimen type abbreviation field to be printed on the cassette label that is used to mark cassettes received from outside labs with the type of tissue that has been received.
  • Admin Web Site – Workflow Template Maintenance – Created this screen to allow for the maintenance of workflow templates.  These templates are used to establish the order of workflow processing in the lab for reporting of transit times.
  • Thermo Slide Point of Use – Modified this module to include case hold logic to both show pre-existing case hold information and also allow for the creation and removal of case holds at the microtomy touch point.
  • Admin Web Site – Workflow Group Type Maintenance – Created this screen to allow for the creation of workflow group types.  These types are used to categorize workflow groupings which are used to create assembly “lines” or “cells” to group the production efforts of machines or employees into logical groups for reporting purposes.
  • Admin Web Site – Workflow Outstanding Item Report – Created this report to serve as a new version of the missing objects report.  As objects are scanned through the lab workflow, they are represented as a single row in this table.  This report can then be used to analyze whether or not an object should have been removed from this table and whether it might reflect a missing object.
  • Admin Web Site – Workflow Tracking History Report – Created this report to provide visibility to all of the workflow tracking transactions that are performed inside the laboratory assuming workflow tracking is turned on and configured.
  • Admin Web Site – Workflow Group Maintenance – Created this screen to allow for the maintenance of workflow groups.  These groups are used to combine data collection stations into a logical grouping for the creation of assembly “lines” or “cells” for the tracking of consolidated production efforts.
  • Admin Web Site – Image List Summary Report – This report was created to provide visibility to the number of images at a summary level that have been captured inside the various modules of Assist for sites that perform image processing.  The report can summarize by date, image type, and number wheel.
  • Admin Web Site – Image List Detail Report – This report was created to provide visibility to the raw image capture data for images that have been captured inside the various modules of Assist for sites that perform image processing.  This detail level report displays all detail information associated with the image including the path of the file(s).
  • Main Scanner – Auto Flush Disposal Bin – Provided the ability based on a configuration flag, to clear the warehouse of bottles that were stored as trash during grossing.  The scan of the trash “bin” will flush any records stored in the bin as it will indicate that the bin is being re-used.
  • Admin Web Site – Transaction Log Listing – Modified the detailed transaction log report to include the disposal bin in the data if trash tracking is being performed in the facility.
  • Main Scanner – On the Scan History button, show the disposal bin in the history grid if trash tracking is enabled.
  • Admin Web Site – Accession History Report – This report was modified to include the disposal bin that was specified when the object was scanned.  This data will only exist for sites performing trash tracking via Assist.
  • Admin Web Site – Medical Code Accession Report – Created this report to provide visibility to the medical codes assigned to accession numbers as they have entered into the doctor module for sites that use the diagnosis features.
  • Interface Utility – Image Archival – Added a new feature to the Assist interface utility.  This utility can now be scheduled to physically archive images that have been captured and/or processed via Assist.  This provides a facility with a better method for handling disk space size constraints by automatically moving images around the network by employee as needed.
  • Admin Web Site – Workflow Grouping Maintenance – Created this screen to allow for the grouping of workstations and scanner ports into logical workflow groups.  These groupings are used to combine data collection stations into a logical grouping for the creation of assembly “lines” or “cells” for the tracking of consolidated production efforts.  For each workflow group that has been created, this is the one to many relationships of equipment that makes up the group.  It also saves historical group information so that retroactive reporting can be performed even after groups have been disbanded.
  • Admin Web Site – Missing Objects Report – Modified several logic issues on the “last touched” column that was causing false negatives.  There were issues with the verification badge and location identifiers sometimes carrying forward to user scans and other transactions.
  • Scanner Engine/Point of Use – Employee Scan Totals – Added the ability to provide employees with the ability to query and see their scan totals for a date/time range and data collection point.  This allows for object totals (e.g. Requisition, Bottle, Cassette, Slide) to be displayed at both a distinct and detail level.  This feature is provided via the Elapsed Time button that has been present in the modules to show the amount of time logged into Assist.  A new screen is displayed now when the button is pressed.
  • Accessioning Module – Added the employee elapsed time button to show time logged into Assist along with the ability to display employee scan totals, which has been added to the various other modules of Assist.
  • Admin Web Site – Image Type Maintenance – External Image Type – Added this new checkbox to the screen to allow for the specification of an image type as being “external” to Assist.  This is used to allow the various Assist modules to “defer” to Windows for the display of any image type that is indicated as “external” which would mean the module programming interface cannot display the type of image natively and will just call Windows to display the image.

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May 2018 Assist Tracking Changes and Updates

  • Admin Web Site – Quality Control Reporting – Modified this report to include the full accession number in a new column in addition to holding all of the components in the accession number in their appropriate columns.
  • Manufacturing Module – Modified this module to allow for the auto-launch of images when a case is scanned.  This allows for the display of digital models (e.g. CAD) when some exist from either the Assist internal image database or even if coming from an external image repository.
  • Admin Web Site – Image Processing Maintenance – Created this screen to allow for the maintenance of image processing data.  This data is used inside the manufacturing module to auto launch images associated with a case when it is scanned.  This is typically a CAD diagram or an object of that nature.
  • Admin Web Site – Equipment Utilization Report – Created this report to allow for reporting over the equipment utilization section of the Assist database.  This allows for reporting of what case numbers passed through which equipment assuming equipment utilization tracking has been enabled.  Both detail and summary versions of this data can be viewed using this report.
  • Admin Web Site – Equipment Downtime Maintenance – Modified this maintenance screen so that when equipment is marked as down or is brought back on line it changes the equipment master record status to match the equipment downtime status.
  • Admin Web Site – Equipment Maintenance Due Report – Modified this report to include an “Operational Status Only” choice and also a choice for “Overdue Only” to cut down on noise with this report.
  • Preventative Maintenance Module – Modified the PM Module to provide equipment broken and equipment repaired buttons for the quick marking of equipment downtime.  These buttons will also generate equipment downtime elapsed time records instead of just marking the equipment master status as changed.  Also modified the equipment maintenance tab inside this module to perform the same transactions if the drop-down status list is used instead to mark equipment as up or down.
  • Admin Web Site – Equipment Repair Status Maintenance – Created this screen to allow for the maintenance of repair status records.  This information is part of the preventative maintenance functional area of Assist and represent the status values that can be assigned to equipment that has been submitted as broken and in need of repair.
  • Admin Web Site – Incident Status Maintenance – Added the ability to store font color coding with each status value.
  • Admin Web Site – Add On Status Maintenance – Added the ability to store font color coding with each status value.
  • Admin Web Site – Appointment Status Maintenance – Added the ability to store font color coding with each status value.
  • Admin Web Site – Incident Error Maintenance – Modified this screen to allow for the categorization of incident errors into incident categories.  This allows for better groupings of errors for sites that use the Assist customer service module to track incidents.
  • Customer Service Module – Added logic to the incident management tab to allow for the filtering of incident errors by incident category.
  • Customer Service Module – Changed the toolbar to increase the size of the buttons on the screen.  Also modified for the buttons for “open item” types of transactions such as courier pickup requests, open client orders, etc. to be summarized and displayed on the button to allow customer service module users to see where open items exist.  The buttons will also turn red to indicate that there are items to be addressed.
  • Customer Service Module – Added a refresh totals button to the special request functional area inside of the customer service module.  The special request area can handle multiple request templates ranging from incident tracking, to object requests, etc.  The template drop down allows for the screen to change to support the collection of relevant data.  In a prior change, the total aggregate number of all special requests that are open status was added to the toolbar button.  The template drop-down list was modified to put the total of open items by template in the list to make it easier for the employees to see WHERE the open items reside.  This data will not auto refresh, so the refresh button was added to update these figures.
  • Admin Web Site – Call Reason Detail Maintenance – Created this screen to allow for the specification of call reason details that provide more information that can be assigned to the call reason.  This is used inside the customer service module of Assist.
  • Admin Web Site – Call Reason Summary – Modified this report to allow for selection criteria for the call reason detail and to also allow this as a summary level choice in the report.
  • Admin Web Site – Call Log Detail Report – Created this report to dump out all of the details from the customer service module call log detail table.  This holds the low level detail associated with calls that were logged and can be used for research or for trend analysis.
  • Customer Service Module – Modified the pickup tab to show the default courier for a client facility if one has been specified to allow customer service representatives to have a visual of what courier to call if they are handling courier calls.
  • Admin Web Site – Call Type Master Maintenance – Added the Client Flag to this screen to allow for call types to be associated as a client type of call.
  • Customer Service Module – Added the “Inbound Call” check box to the main call screen to allow for the flagging of calls as inbound vs. outbound to improve reporting.
  • Admin Web Site – Reminder Type Maintenance – Created this screen to allow for the maintenance of reminder types.  This data is used inside the customer service module to have reminders pop up for customer service representatives.  Types allow for the categorization of reminders.
  • Admin Web Site – Call Type Summary Report – Created this report to provide for a display of call type metrics at a summary level.  This reports on data that was captured in the Assist Customer Service module.
  • Admin Web Site – Client Order Summary Report – Modified this report to include the client and facility as choices for selection and to reflect in the details of the report.
  • Customer Service Module – Added the ability of the customer service module to record “Reminders” to allow for actions to be entered into Assist for future reminder notifications.
  • Admin Web Site – Reminder Tracking Report – Created this report to display active reminders that have been entered.  Reminders are part of the customer service module and are used to provide customer service representatives with a method of recording task reminders.
  • Admin Web Site – Reminder Tracking History Report – Created this report to display active reminders that have been entered.  Reminders are part of the customer service module and are used to provide customer service representatives with a method of recording task reminders.  This report is a transactional history version of this data to show all of the data that has been entered over time.
  • Admin Web Site – Reminder Tracking Maintenance – Created this screen to allow for the maintenance of reminders.  Typically, reminders would be created and maintained via the customer service module, but this screen provides the ability to create it for employees that do not have the module.  Reminders show up in the customer service module to prompt employees to perform some task.
  • Admin Web Site – Protocol Structure Report – Created this report to provide visibility to the specimen type/protocol structures that have been built in Assist.  This simplifies discussions with Histology employees when they are discussing what protocols have been created and what modifications potentially need to be made in the future.
  • Admin Web Site – Equipment Repair Task Maintenance – Created this screen to allow for the maintenance of repair tasks that can be associated with “break/fix” transactions in the preventative maintenance module of Assist.
  • Admin Web Site – Quality Control Reporting – Modified this report to display the culpable error department.  The error department can be specified for the error message.  Often, the error is caught by a step later in the workflow than where it was made.  This modification to the report allows for the display of this information.
  • Admin Web Site – Error Department Maintenance – Added the collection point grouping drop down box to this maintenance screen to allow for the specification of the data collection point group that is associated with an error department.  This allows for better reporting of the last employee to touch a case at the culpable data collection point where an error was made.
  • Admin Web Site - Security Maintenance - Added a “datecreated” field to the database that reflects the date/time that an employee is originally created.  This data will become relevant in a future release where the employee table can be archived so that a “start/end” date of an employee ID can be tracked.
  • Admin Web Site – Lock Box Type Maintenance – Created this screen to allow for the creation of lock box types.  This is being added in order to allow for the tracking of lock boxes.  Lock box types allow for the tracking of these assets by “brand”.
  • Admin Web Site – Override Type Values Maintenance – Created this screen to allow for the maintenance of override type values.  These are used in the manufacturing module of Assist.  These values can be set to serve as valid override scan choices (e.g. bypass) when manual override transactions need to be performed.
  • Admin Web Site – Quality Control Employee Error Assignment – Created this screen to help with the Quality Control tracking inside the various Assist modules.  Using this screen, the “culpable” employee can be retrieved and assigned to actual QC records.  The routine looks at all of the QC Information that matches the criteria specified.  When the “Assignment” button is pressed, the routine looks in the main scanning table looking for the employee that last scanned the case at the collection point for the error department group.
  • Admin Web Site – Lock Box Maintenance – Created this screen to allow for the creation of lock boxes.  This is part of the lock box tracking functionality that has been added to Assist.  This is the main level of lock box where the individual boxes are created for tracking purposes.
  • Admin Web Site – Override Tracking Report – Created this report to provide visibility to the detailed information associated with shipment overrides which are used in the manufacturing module.
  • Admin Web Site – Employee Error Summary Report – Modified this report to provide a checkbox to toggle between summarizing at the user level where the employee is the person FINDING the error vs. the culpable employee that MADE the error.  This provides management with more flexibility when analyzing QC information.
  • Admin Web Site – Employee Error Severity Summary Report - Modified this report to provide a checkbox to toggle between summarizing at the user level where the employee is the person FINDING the error vs. the culpable employee that MADE the error.  This provides management with more flexibility when analyzing QC information.
  • Admin Web Site – Quality Control Reporting – Changed this report to include the culpable employee and culpable date assignment and also a check box to allow for the filtering of the report by culpable employee instead of regular employee.
  • Admin Web Site – Client Master Maintenance – Added two new checkboxes titled “Diagnostic Suppress Microscopic” and “Diagnostic Suppress Therapeutic” to allow for the indication of whether or not the microscopic and therapeutic checkboxes should be on or off in the diagnostic area of the Assist doctor module based on the client being processed.
  • Admin Web Site – Employee Archive Utility – Created this utility/screen to allow for the archival of employees.  It allows for employees to be taken out of the active employee master file, but to be kept in an archive table for record keeping purposes along with the date/time they were archived and by whom.  This allows laboratory management to clean up the employee master file while also keeping traceability records.
  • Admin Web Site – Employee Archive Report – Created this report to provide visibility to the employees that exist in the archive database table.
  • Interface Utility – Accessioning/Office Queue – Created a new variation of the interface utility to take accessioning data and load into the office queue for each unique accession/part number combination.
  • Admin Web Site – Office Queue Archive Utility – Created this utility/screen to allow for the archival of office queue records.  It allows for transactions to be taken out of the active office queue table, but to be kept in an archive table for record keeping and reporting purposes.
  • Admin Web Site – Office Queue Archive Report – Created this report to provide visibility to the office queue transactions that exist in the archive database table.
  • Admin Web Site – Lock Box Client Maintenance – Created this screen to allow for the assignment of lock boxes to client facilities to allow for tracking of these assets and their assignment to physical locations.
  • Admin Web Site – Vendor Type Maintenance – Added the “Repair Flag” to the vendor type maintenance to allow for a vendor type of repair in order to mark repair vendors that are used to send out equipment for repair.
  • Admin Web Site – Equipment Repair Tracking Maintenance – Created this screen to allow for the maintenance of equipment repair records.  Typically, the repair records will have been entered via the preventative maintenance module.  This screen provides the ability to change, delete, or override records that have been created. All transactions from screen also get written into a transactional history table.
  • Admin Web Site – Equipment Repair Tracking Report – Created this report to allow for reporting over the equipment “break/fix” repair transactions that are logged in the Assist database.  The report allows for branching between “active” records and the transactional history records to provide full visibility to all repair transactions entered in the preventative maintenance/equipment management functional area of Assist.
  • Admin Web Site – Lock Box Report – Created this report to provide visibility to all of the lock boxes that have been created in the environment along with where they have been deployed from a client facility perspective.
  • Admin Web Site – Prompt Template Maintenance – Created this report to support the storage of prompt templates.  The simplest example of a prompt template would be grossing notes templates where much of the text can be presented to a grosser making use of dictation software and variables are encoded around the text to make the capture of grossing notes or other dictation scenarios simple.  Basically, text plus variables to enable “fill in the blank” data capture scenarios.
  • Customer Service Module – Lock Box Tracking – Added the ability to track lock boxes into the “Info” tab of the customer service module.  This provides the ability to associate lock boxes with client facilities.
  • Doctor Module – Quality Control Button – Added the “standard” QC button to the button toolbar in the doctor module.  Set it to turn red if QC data exists when a case is activated to make it more visually apparent that data exists that might need to be reviewed.
  • Thermo Slide Point of Use – Changed the old manual “Print” button to now be smaller and reflect an icon image of a printer to reduce button size and be consistent with the other buttons on the screen.  Also added a magnifying glass button beside this printer button that is only visible when in manual mode.  This button can be used to retrieve details about the case when it is keyed into manual mode instead of scanned.  Previously, the only way to get case detail information was to either scan the cassette or print the manual record in which case it might be too late to get information that was needed before printing.
  • Thermo Slide Point of Use – Added a “doctor order” button to the bottom of the screen.  This is a “toggle” button that will turn red when a case is processed (via scanning or manual selection with magnifying glass button) and there are ACTIVE (e.g. not closed status) doctor orders for the case.  Toggling the button will replace the scan history window with the doctor order window.  From this screen, all outstanding doctor orders for the case are visible with the status.  The ability to select order types is provided along with a select all and unselect all choice.  All slides matching the protocols tied to the orders can be printed directly from this small window as if they were selected individually (assuming protocols have been tied to doctor orders).
  • Doctor Module – Modified the diagnostics tab with fast codes to attempt to load a grossing body source short code if the fast code used for diagnostics does not find a medical code.  This allows the one fast code entry area to drive the selection of a body source override.  Added the body source drop down list to the grossing notes area to allow for an override of the body source.
  • Admin Web Site – Body Source Maintenance – Modified this screen to include the ability to specify a “short code” to allow for fast code retrieval in different modules.
  • Admin Web Site – Body Site Maintenance – Created this screen as part of the breakdown of grossing notes to separate “Body Source” into body source, body site, and surgical technical.  This screen allows for the maintenance of the body site which is defined as the exact spot from which the specimen was taken.
  • Admin Web Site – Surgical Technique Maintenance – Created this screen as part of the breakdown of grossing notes to separate “Surgical Technique” into body source, body site, and surgical technique.  This screen allows for the maintenance of the surgical technique which is defined as the type of technique used to retrieve the specimen (ex.  Excision, Biopsy, etc.).
  • Admin Web Site – Equipment Maintenance Activity – Created this report to consolidate the equipment preventative maintenance activity along with the equipment break/fix transactions.  This one report provides visibility to all equipment transactions that have been performed.
  • Admin Web Site – Equipment Step Maintenance – Modified this screen to allow for the inclusion of “Step Cost” to allow for the reporting of costs associated with PM steps to provide the capability of financial reporting associated with preventative maintenance transactions.
  • Admin Web Site – Grossing Notes Report – Modified the report to show the body site description and surgical technique description columns to coincide with the new modifications to break this information out separately from the body source information to support modification of individual components of the body source.
  • Admin Web Site – Equipment Maintenance Report – Modified this report to include the preventative maintenance step cost.
  • LIS Interface – Reorganized the main screen to clean up the display.  Also added the ability to record medical chart numbers to cross reference back to an EMS for client alias/cross reference purposes.
  • Admin Web Site – Client Accession Submission Report – Created this report to allow for the reporting of accession numbers and cross reference information for clients to provide reports of what cases were submitted for date criteria with the client and lab accession number cross reference information listed.
  • Admin Web Site – Equipment Maintenance – Added the “Interface File Path” field to the maintenance screen to allow for storing the network file path to a location to swap files from a module of Assist to a piece of equipment where relevant.
  • Preventative Maintenance Module – Added a new tab and functional area to support equipment break/fix tracking.  Previously, this module supported preventative maintenance activity only and did not allow for the tracking of broken equipment transactions.  This is now done along with tracking of repair vendors and costs associated with sending equipment off site.
  • Stain Queue Module – Modified to show the interface file path on the screen that reflects the original override or default interface path and display the change as different stainers are selected in the drop-down list to reflect any overrides that have been entered into the equipment interface maintenance screen.
  • Closeout Screen – Modified the “grossing notes” closeout screen to allow for the breakdown of body source into component parts of source, site, and technique.
  • Equipment Assignment Status Maintenance – Created this screen to allow for the maintenance of equipment assignment status that is used to tracking the assignment of equipment to employees.
  • Accessioning Module – Modified the module to allow for an instruction scan to be used to also find a specimen type.  The instruction number scan, if no instructions are visible on the screen, will look for the instruction assignment in the cassette value of the specimen type and position that drop down.
  • Admin Web Site – Error Message Maintenance – Modified this screen to allow for the specification of the silent flag at distribution to make an error only silent when scanned at the distribution module.
  • Admin Web Site – Equipment Type Maintenance – Added the Assignment Eligible field to support the assignment of equipment types as being eligible for assignment to clients in case equipment lending is performed.

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June 2018 Assist Tracking Changes and Updates

  • Doctor Module – Inside the diagnosis section of the doctor module, added the ability to separate grossing notes into three separate categories of body source, body site, and surgical technique.  These three separate drop-down boxes can be appended to one another to build complex body source descriptions.  Individual components of the compound can be changed without having to change all components.
  • Closeout Module – Modified the office queue closeout version of this module to include “body kits”.  A body kit is a combination of body source, body site, and surgical technique.  The selection of a single value from this drop down can perform a selection of all three “child” selections.  It was added to streamline the entry of the three components when grossing notes are being captured via the closeout module.
  • Admin Web Site – Grossing Notes Body Kit – Created this maintenance screen to support the maintenance of grossing body kits.  This is defined as a grouping of a body source, body site, and surgical technique and is used for speed entry of these data elements inside the transaction closeout, doctor module, and grossing notes section of the doctor module.
  • Admin Web Site – Equipment Employee Assignment Report – Created this report to provide visibility to the assignment of equipment to employees.  This reflects the “loaning” of equipment to employees to keep track of who has what.  It can also be used to track equipment that has been loaned out to clients/customers.
  • Assist Manufacturing – Modified the manufacturing module to allow for “generic” production task scans to be performed where production task identifiers are fixed length and do not conflict with manufacturing case numbers.  This allows pre-existing task labels to be used in production.
  • Admin Web Site – LIS Electronic Audit Log – Created this inquiry/report to allow for the viewing of the audit log data associated with LIS Electronic interface transactions for facilities that have electronic interfaces enabled.
  • LIS Interface Module – Modified the LIS Interface module to include a routing designation field which can be used to indicate how the objects should be routed upon distribution back out to clients.
  • Admin Web Site – Equipment Maintenance Tracking – Added equipment type and equipment drop down lists into the selection criteria.  Also added equipment type to the maintenance area of the screen to allow for equipment filtering.
  • Admin Web Site – Script Type Maintenance – Created this screen to allow for maintenance of script types.  These are used inside the customer service module to categorize call scripts.
  • Admin Web Site – Script Maintenance – Created this screen to allow for the maintenance of scripts.  These are typically used inside the customer service module to prompt customer interaction scripts.
  • Customer Service Module – Modified the customer service module to include a scripts button on the main toolbar to allow for the display of call scripts if any exist.  If scripts have been entered, the script button will be yellow.  Clicking on the button will launch a pop-up script button that displays all call scripts for display to the customer service representatives.
  • Warehouse Module – Modified the purge screen to allow for the specification of date range when purging from a warehouse and also to allow for the display of discrete items from the drawer contents to allow for individual item selection.
  • Warehouse Module – Purge Screen – Modified the purge routine to write any deleted items to an audit log table if the feature is activated to keep a trail of items that have been removed from the active warehouse.
  • Admin Web Site – Client Specialization Maintenance – Created this screen to allow for the specification of client specialization activity.  These specializations can then be socialized to the client facilities on screens and reports.
  • Admin Web Site – Client Facility Maintenance – Modified this screen to allow for the inclusion of the client specialization.
  • Customer Service Module – Added visibility to the client specialization to the client maintenance section of the information tab.
  • Admin Web Site – Object Storage Purge Report – Created this report to provide visibility to objects that have been purged from the banking warehouse.
  • Admin Web Site – Script Type Maintenance – Modified this screen to include flags to denote a script type as being an SOP Corporate and an SOP Local.
  • Admin Web Site – Script Maintenance – Modified this screen to include the document cross reference field to allow for the association of the script with an external document source (e.g. SOP).
  • Admin Web Site – Questionnaire Type Maintenance – Created this screen to allow for the maintenance of questionnaire types.  Questionnaires are used to ask questions of employees to get answers.  Types allow for the categorization of questionnaires.
  • Admin Web Site – Questionnaire Campaign Maintenance – Created this screen to allow for the maintenance of campaign inside the questionnaire section of Assist.  This allows for Q&A scenarios inside human resources applications of Assist or from within the customer service module when creating customer call scripts.
  • Customer Service Module – Script Display – Modified the script display screen to show any document control reference information when a script is selected for review/display.  This allows for cross reference to control document numbers or the reference number associated with a potential corporate or local standard operating procedure.
  • Slide Queue – Modified to allow for the inclusion of a specimen type abbreviation on the slide.
  • Admin Web Site – Questionnaire Maintenance – Created this screen to allow for the maintenance of questionnaire master records.  These are used inside the customer service module to allow for the capture of Q&A transactions with customers.
  • Slide Queue – Modified the slide queue to include the routing designation and the LIS Client cross reference variables to provide more choices for slide printing.
  • Admin Web Site – Accession Prefix Maintenance – Modified the maintenance screen to include a “Suppress Slide Queue” check box to allow for the suppression of the automatic generation of slide queue records if monitored by the Assist modules.
  • Main Scanner Engine – When using the function of scanning an object (e.g. cassette typically) to generate a slide queue record, put logic in place to allow for the suppression of the slide queue record generation based on the accession prefix (e.g. number wheel).  This provides the ability to suppress slide queue generation by number wheel without having to create separate configurations.
  • Admin Web Site – Questionnaire Answer Type Maintenance – Created this screen to handle the maintenance of answer types that are used in the building of questionnaires that are used in the customer service module.
  • Admin Web Site – Grossing Notes Body Kit Maintenance – Modified to include the KitFastCode.
  • Admin Web Site – User Login Times Report – Modified this report to include a from/to time in the criteria to work in conjunction with the dates.
  • Admin Web Site – Specimen Type Information Report – Modified this report to include a from/to time in the criteria to work in conjunction with the dates.
  • Storage Tracking Module – Corrected the equipment master loading routine to look at status instead of the Active flag.
  • Check In Module – Added the ability on batch release mode to include a grossing batch type (e.g. small, medium, large, etc.) as criteria for release across all grossing batches or as part of a release for a specific person.
  • Admin Web Site – Grossing Batch Type Maintenance – Created this screen to allow for the maintenance of grossing batch types such as Small, medium, large, etc. that will be used at grossing for the classification of processer batches.
  • Main Scanner Engine – Modified the grossing version of this screen to allow for the specification of grossing processor batches in order to capture cassette scans into the different batch types which are typically broken down as small, medium, large, etc.
  • Distribution – Manual Entry Functionality – Resolved an issue where the manual entry functionality was not working correctly to build the accession number when used in the context of a Pathway LIS laboratory.  The number was getting built incorrectly and part information was being omitted from slides.
  • Preventative Maintenance Module – Modified the outstanding PM tab to provide a retrieve button to pull back outstanding PM records.  Previously, this was only happening when the equipment filter check box was toggled on/off which was not intuitive.  Adding the button makes it more obvious how to find the records that are driving the work order button when in “red” status.
  • Admin Web Site – Equipment Maintenance Activity – Extended this report to allow for reporting over all aspects of equipment maintenance.  This includes preventative maintenance work orders, requests, and break/fix transactions.  This provides one place to see all equipment related repair activities.
  • Interface Utility – Modified the message queue (e.g. mainframe) interface to truncate leading zeros from the base accession number if it is parsed from a full accession number wheel value in order to match the LIS interface lookup.

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July 2018 Assist Tracking Changes and Updates

  • Admin Web Site – Slide Category Maintenance – Created this screen to allow for the maintenance of slide categories which are used to classify slide records.
  • Admin Web Site – Slide Status Maintenance – Created this screen to allow for the maintenance of slide status values which are used to determine the status of a slide that has been printed.
  • Admin Web Site – Slide Tracking Maintenance – Created this screen to allow for the manual override of slide tracking records that have been generated as slides were printed.
  • Admin Web Site – Slide Tracking Report – Created this report to provide visibility to the slide tracking transactions for sites that track the actual printing of slides and their contents.
  • Admin Web Site – Client Submitted Information Report – Created this report to provide visibility to the client submitted information that has been loaded into the various modules of Assist.  If clients do not submit information, this report will be empty.
  • Admin Web Site – Transaction Log – Modified the report to show the manual entry flag and added this field as part of the selection criteria.
  • Admin Web Site – Scanning Manual Entry Summary – Created this report to allow for visibility to the number of times employees are performing the manual entry of data into the main Assist transactional table.  This allows management to understand issues with print quality on bar codes and better understand potential specimen mismatches.
  • Admin Web Site – Questionnaire Assignment Maintenance – Created this screen to allow for the assignment of questionnaires to request templates.  This is used inside the customer service module to tie Q&A interaction for specific request templates.
  • Admin Web Site – Questionnaire Item Maintenance – Created this screen to allow for the maintenance of questionnaire items.  Items are basically the questions themselves and can be created and then associated with questionnaires before they are associated with request templates inside the customer service module.
  • Admin Web Site – LIS Client Accession Report – Created this report to allow for reporting on the LIS interface data that has been captured in Assist and needs to be reported back out to clients.  This report reflects the internal laboratory LIS accession number data mapped to the patient and client alias accession number if relevant.
  • Admin Web Site – Equipment Type PM Listing – Created this report to provide visibility to the preventative maintenance steps that have been associated with equipment types.  This allows management to make sure that a comprehensive PM system has been put into place for the various types of equipment that are in use inside a facility.
  • Admin Web Site – Questionnaire Detail Maintenance – Created this screen to provide the ability to build the questions that are present on a questionnaire.  The details represent the marriage of the questionnaire to the questionnaire items (e.g. the questions themselves).
  • Admin Web Site – Questionnaire Completion Maintenance – Created this screen to provide the ability to enter/maintain questionnaire data from the administrative web site.  This feature would typically be used for overrides or changes to questionnaire data that need to be made after the initial entry.  While it COULD be used to allow as an entry point to data, it is more efficient to use the native software module to capture questionnaire data.
  • Admin Web Site – Camera Type Maintenance – Created this screen to allow for the maintained of camera types which will be used in the camera monitoring functionality inside Assist.
  • Admin Web Site – Questionnaire Completion Report – Created this report to provide visibility to the questionnaires that have been captured inside Assist as part of the customer service functional area.
  • Admin Web Site – Image Type Maintenance – Client Submitted Flag – Added this field to make it more obvious when an image type consists of client submitted records.
  • Doctor Module – Client Submitted Images – Added a client submitted button to the screen that will reflect as red if there are client submitted images when a case is retrieved.  Pressing the button takes the doctor to the images tab where the filters are already in place to display the client submitted images and the first one is display.  On the diagnostic tab, the images are available for inclusion on the report but are not pre-selected like they are for microscope images.  The ability to default as selected can be turned on in the configuration if needed.
  • Admin Web Site – Camera Maintenance – Created this screen to allow for the maintenance of cameras that can be used inside different modules of Assist such as the camera box.
  • Admin Web Site – Camera Template Maintenance – Created this screen to allow for the maintenance of camera templates.  These templates are used from a maintenance perspective to keep track of how many potential cameras exist in the various camera monitoring applications inside of Assist.
  • Admin Web Site – Camera Size Mode Maintenance – Created this screen to allow for the maintenance of camera size modes.  These modes are the default Windows values that determine how a camera feed is handled within the screen.  Whether an image is centered, zoomed, stretched, etc.  Each panel shown in an Assist screen can be assigned a camera size mode.
  • Interface Utility – Created the ability to purge office queue records as needed.
  • Admin Web Site – Camera Orientation Maintenance – Created this screen to allow for the maintenance of camera orientations.  These represent the “positions” of a camera (e.g. left, right, top, bottom, etc.) so that a tag can be save with an image taken to know WHICH camera feed was saved.
  • Admin Web Site – Camera Station Maintenance – Created this screen to allow for the assignment of camera templates to individual computer/scanner workstation combinations to know how many cameras to allow when configuring.
  • Admin Web Site – Camera Station Assignment – Created this screen to allow for the assignment of actual cameras to computers for the capture of images.
  • Admin Web Site – Injury Type Maintenance – Created this screen to allow for the maintenance of injury types as part of the Assist tracking of OSHA injury information.
  • Admin Web Site – Injury Category Maintenance – Created this screen to allow for the categorization of injury categories as part of the Assist tracking of OSHA injury information.  Injury categories allow for the break down of “lost time” injuries as well as cross references back to OSHA data categories.
  • Admin Web Site – Injury Master Maintenance – Created this screen to allow for the maintenance of injury master records.  These reflect the types of injuries that are tracked within the organization.
  • Admin Web Site – Injury Tracking Maintenance – Created this screen to allow for the creation of injury records that indicate what employee was injury with what type of injury and when.
  • Admin Web Site – Print Template Type Maintenance – Created this screen to allow for the creation of multiple print template types.  These are used to classify the various print templates that can be created to allow for flexible cassette/slide templates for assignment to a laboratory and their clients to support multiple customizable object printing.
  • Admin Web Site – Print Template Maintenance – Created this screen to allow for the creation of print templates.  These are used to allow for the consolidation of customized printing options for cassettes/slide to support multiple different layouts for facilities.
  • Admin Web Site – Client Master Maintenance – Modified this screen to allow for the specification of cassette and slide templates at the client level.  This allows for customized printing by client.

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