The EMR-Link Orders Builder Tool simplifies the mapping and maintenance of your EMR Orders. This tool is delivered as an Excel spreadsheet that contains an Orders mapping worksheet, a Lab Orders Compendium, and a set of built-in macros to assist in the process of mapping and maintaining your orders data. It also simplifies the management of the EMR Custom Lists and Order Sets that are dependent on the orders.

    Overview

1. General Information -- This section provides an overview of the Orders Builder Tool and provides some guidelines to help you get the most from this tool.
2. Orders Map Worksheet -- The Orders Map worksheet is where you setup the mappings between the lab vendor codes and the EMR codes. This worksheet can be initialized from a Lab Compendium or an existing EMR Orders kit.
3. Code Mapping Dialog -- To assist with the mapping effort the Orders Tool includes a code mapping dialog that pops up when you double-click on a row on the Orders Map worksheet.
4. Manage your Orders Kit -- Once the mapping is complete you can export an Orders Kit which can then be imported into the EMR. If you already have your Orders setup in your EMR you can export them as a kit and then import that Orders Kit into the Orders Builder Tool.
5. Manage Custom Lists -- The Orders Builder Tool can be used to create and manage your custom lists. These lists can then be exported as a kit for import into the EMR. If you already have Custom Lists setup in your EMR you can export them as a kit and then import the Kit into the Orders Builder Tool.
6. Manage Order Sets -- The Orders Builder Tool can be used to create and manage your Order Sets. These lists can then be exported as a kit for import into the EMR. If you already have Order Sets setup in your EMR you can export them as a kit and then import the Kit into the Orders Builder Tool.
7. Import EMR-Link Code Mapper data -- If you started your code mapping by using the EMR-Link online code-mapping tool you can export the mapped data as a tab-delimited file and then import it into the Orders Builder tool.
8. Validate your map against a current lab compendium -- Lab vendors continually add and drop lab codes. The only way to ensure your mappings stay correct is to validate your code map against a current lab compendium. The Orders Builder allows you to import a current lab compendium after which you can run a validation to find out if any codes have changed.
9. Volume information -- One of the things that the labs provide as part of the Orders implementation project is a Utilization Report that indicates how many times each test has been ordered over the last 6 months to 1 year. Ignis imports this utilization data into the Orders Builder Tool so you can sort the map to bring your most frequently ordered tests to the top of the spreadsheet. If there are a lot of tests to be mapped this allows you to focus on the most import (high volume) tests first.
10. Sorting Options -- When reviewing the mapping data it's often useful to sort it in different ways. Since not everyone is familiar with Excel the tool provides some quick sort options that can be selected directly from the toolbar.
11. Orders Builder Backup files -- The Orders Builder Tool provides functionality for writing a backup of your current Orders Map data and Compendium to an external file which can be imported later if needed. This is particularly useful if you are upgrading to a newer version of the tool.

    General Information

1. The Orders Builder Tool is an Excel spreadsheet containing 3 worksheets and a set of functions (macros) to assist with the mapping and maintenance of your orders map.
   
   The Welcome sheet is the entry point and includes a login dialog. This page tells you what Lab and region the Tool is currently configured for as well as the current version of the tool.
   
   The Compendium sheet contains the lab codes and descriptions for your lab. Lab vendors provide regular updated compendiums which can be imported into the Orders Tool to ensure you always have the latest lab orders data.
   
   The Orders Map sheet has rows that contain the lab code and description as well as the EMR Code and description. This is the sheet used to map between lab codes and EMR codes.
2. Before you can use the tool you first have to setup an EMR-Link account so that you have a valid username and login. The login dialog uses the same username and password that you use for your EMR-Link web account. The Orders Tool validates your login credentials against your online account.
3. The first time you login you will be asked to provide your EMR-Link Authorization Key. There is exactly one Authorization key assigned for your clinic. To read your key, log into your online EMR-Link account and scroll to the bottom of the My Account>Organization page.
4. All of the EMR-Link functions/macros included with the spreadsheet can accessed through the EMR-Link Orders Toolbar. For Excel 2003 this toolbar displays just below all of the standard Excel Toolbars. In Excel 2007, EMR-Link Orders functions are inside the Add-in Ribbon selection.
   
   There is one function that is not part of the toolbar. The code mapping assistant dialog can be invoked by double-clicking on a row in the Orders Map worksheet.
5. The macros included in the tool make some assumptions about the location of the data on each worksheet. When making edits on the Orders Map worksheet it's very important that you do not insert any new columns between columns A-L. It's okay to add new columns after L. This is expected if you choose to manage your Custom Lists and Order Sets from this tool. But do not insert any columns anywhere in front of the L column. It is okay to insert additional rows if needed to add new codes, but nothing above the header. The macros assume row 2 is the first data row.
6. When editing the Orders Mapping worksheet you should restrict your edits to columns C (EMR Code) and D (EMR Description). Do not edit any of the Lab Vendor data in Columns A and B.

    Orders Map Worksheet

1. The Orders Map worksheet is where you setup the cross-reference between the lab vendor order codes and the Centricity EMR Order Codes. For new EMR customers you can generally start with the default code set provided by the lab. Existing EMR Customers will already have their own codes and test descriptions.
2. If you're starting with preset lab codes then you already have the necessary mappings and you just need to review the EMR Codes and descriptions. You can edit either column C or D as needed. This will not affect the overall mapping but does give you the ability to change the test descriptions to something more meaningful for your clinic.
3. If you already have Orders defined in your EMR you can export them via the Clinical Kit export option in EMR setup and then import that kit into the Orders Builder Tool (Import Options>Import Orders Kit). After the kit is imported you'll then need to transfer that data into your Orders Map worksheet using the Initialize Orders Map>from Orders Kit... option.
4. When mapping you can double click on a row in the Orders Map worksheet to bring up the code mapping dialog. After you've completed the mapping exercise you can export the mapped data into a kit via the Export Options>Export Orders Kit function.
5. Be sure to always run a validation before exporting your orders kit. The validation will check to make sure your Orders map contains no obsolete codes and also points out any duplicate codes and descriptions which can also cause problems with the mapping process.

    Code Map Dialog

1. The Orders Builder has a built-in code mapping dialog that can be invoked by double clicking on the row you want to map in the Orders Map worksheet. The dialog searches the compendium worksheet for potential matches.
2. When the dialog pops up, it highlights the row you are on and also displays the data from that row at the top of the dialog. You can change the mapping row without exiting the dialog by using the up and down arrows at the top of the dialog where the current row information is displayed.
3. The search can be modified by simply typing in what you want into the "Find" field and pressing "Enter" on your keyboard or clicking on the Search button. You can quickly seed the search string by double clicking on the "EMR Description" field at the top of the form.
4. The search uses the string in the Find field as the search criteria. You can optionally include the EMR Code (which is generally a CPT code) to broaden the search criteria. The CPT code field is also editable so you can hand enter a different code if you prefer.
5. The search results are displayed in the listbox at the bottom of the form and a counter indicates the number of matching rows found. To map the data simply select the desired row in the list box and then click the "Map It" button. A double-click on the row will also work.
6. The "Show Results" button at the bottom of the form shows the results associated with a test. This button is only active when a test is selected in search listbox.
7. Whenever a row is mapped the code mapper automatically moves to the next row in the Orders Map worksheet.

    Managing your Orders Kit

1. The Orders Builder Tool has the ability to create and export an Orders Kit that can be imported into Centricity EMR. Use the "Export Options>Export Orders Kit" function to export the kit. This also creates a tab delimited file which can be uploaded into EMR-Link to update the mappings on the server.
2. The Orders kit is written into a subfolder of the current working directory and will overwrite an existing kit of the same name.
3. The Orders kit folder name is based on the Lab name (E.g. "Quest - Orders Kit").
4. The Orders kit only includes rows from the worksheet that have an EMR Code (column D). If there is not a code in column D then that row is not written to the export file.
5. If the EMR Code field contains multiple codes, only the first one is used when creating the Orders kit.
6. Be sure to always run a validation before exporting your orders kit. The validation will check to make sure your Orders map contains no obsolete codes and also points out any duplicate codes and descriptions which can also cause problems with the mapping process.
7. The Orders Builder Tool also has the ability to import an Orders kit. This is useful if your clinic already has Order setup in the EMR and you want to use that as your starting point. Use the "Import Options>Import Orders Kit" function to load the Orders Kit into the tool and then use the Intialize Orders Map>from Orders Kit to transfer the Orders data from the imported kit to your Orders Map worksheet. Note that this will initialize only columns C and D in the worksheet because the EMR Orders Kit contains no mapping information. You can now use the code mapping dialog to assist with the mapping.

    Manage Custom Lists

1. It's very common for clinics to create custom lists to simplify the workflow in the EMR Orders module. Since the custom lists are basically just a grouping of your most frequently used Orders it makes sense that these lists should also be managed in the Orders Mapping Tool.
2. Creating a custom list in the Orders Builder is simple. Just pick a column (any unused column above L) and write the desired Custom List name into the header cell. Then just put an "x" in any row of that column that contains a test you want to include in your Custom List.
3. You can create as many custom lists as you want. Just start a new column for each list you want. Remember to name the list by putting the name you want into the header cell for that column. The tool looks in the header for the name when exporting the list.
4. To export the Custom list use the "Export Options>Export Custom List" tool which will guide you through the process of creating a custom list kit which can then be imported into your EMR.
5. Using the "x" to tag each Custom List test is quick but has the drawback of not sorting the list into any particular order. The Custom list is written to the kit in the order that the rows appear in the spreadsheet. There are two options for ordering your custom list data.
   
       1) Export the custom list as is and sort it after it's imported into the EMR.
       2) Use numbers instead of an "x" to tag your rows then sort the worksheet on the Custom List column before
           exporting. When using numbers be sure to always use 2 digits (e.g. 01, 02, etc.) to ensure proper sorting.
6. Custom Lists can contain headers to help separate and group tests. If you want to insert a header, tag a cell with "H:<label>" instead of an "x". If you are using numbers instead of the "x" then substitute the number for the H. e.g. "06:Urology". The cell containing the header is included as the first test in the custom list and the header appears just above it in the kit.
7. The tool writes the custom list kit and order set files into the "Custom List" subfolder of the current directory...that is, the same folder that contains your Orders Builder Tool.
8. To import a custom list use the "Import Options>Import Custom List" Tool. This will load the custom list into it's own spreadsheet. To add the custom list into your Orders Map worksheet use the "Transfer>Custom List" function.
9. After transferring a custom list you may find that some of the tests from the imported custom list did not find a matching test name in the Orders Map. You can match these up by double-clicking on the custom list row that has a "No match" label and then use the mapping dialog to find an appropriate match. When you click "Map It" the custom list test name gets updated to reflect the new matching test.

    Manage Order Sets

1. It's very common for clinics to create Order Sets to simplify the workflow in the EMR Orders module. Since the Order Sets are a grouping of tests (similar to a panel)it makes sense that these lists should also be managed in the Orders Mapping Tool.
2. Creating an Order Set in the Orders Builder is simple. Just pick a column (any unused column above L) and write the desired Order Set name into the header cell. Then just put an "x" in any row of that column that contains a test you want to include in your Order Set.
3. You can create as many Order Sets as you want. Just start a new column for each set you want. Remember to name the list by putting the name you want into the header cell for that column. The tool looks in the header for the name when exporting the list.
4. To export an Order Set use the "Export Options>Export Order Set" tool which will guide you through the process of creating an Order Set kit which can then be imported into your EMR.
5. Using the "x" to tag each Order Set test is quick but has the drawback of not sorting the list into any particular order. The Order Set is written to the kit in the order that the rows appear in the spreadsheet. There are two options for ordering your data.
   
       1) Export the Order Set as is and sort it after it's imported into the EMR.
       2) Use numbers instead of an "x" to tag your rows then sort the worksheet on the Order Set column before
           exporting. When using numbers be sure to always use 2 digits (e.g. 01, 02, etc.) to ensure proper sorting.
6. Order Sets do not have embedded headers (like Custom Lists). The name of the Order Set is the only header.
7. The tool writes the Order Set kit and order set files into the "Order Set" subfolder of the current directory...that is, the same folder that contains your Orders Builder Tool.
8. To import an Order Set use the "Import Options>Import Order Set" Tool. This will load the Order Set into it's own spreadsheet. To add the Order Set into your Orders Map worksheet use the Transfer>Order Set function.
9. After transferring an Order Set you may find that some of the tests from the imported order set did not find a matching test name in the Orders Map. You can match these up by double-clicking on the Order Set row that has a "No match" label and then use the mapping dialog to find an appropriate match. When you click "Map It" the order set test name gets updated to reflect the new matching test.

    Import EMR-Link Code Mapper data

1. If you have been using EMR-Links online Code Mapping tool and now want to manage your Orders through the Orders Builder Tool you can download and import the data from the online Code Mapper into the Orders Builder Tool.
2. You can export your mapped codes from your online EMR-Link account from the Labs>Imp/Exp Tests page. Use the "Download Test Spreadsheet" option to export a tab-delimited file containing you current mapping data.
3. To import the tab-delimited code map data use the "Import Options>Import Tab-delimited Order Codes" function. This will create a new worksheet showing the mapped data.
4. Once the data has been imported you can either Initialize your Orders Map using this data or add the code mapping data to your existing Orders Map. To Initialize (which deletes any existing mapping data on your Orders Map worksheet) use the "Initialize>from EMR-Link Code Map" function. To just add the imported mapping data to your existing Orders Map worksheet use the "Transfer>EMR-Link Code Mappings" function.

    Validate your map against the lab compendium

1. Lab Vendors provide new compendiums several times a year. It's common for lab codes to be dropped and replaced with new codes. The only way to ensure that your mapping data stays correct is to import new compendiums when they become available and then run a validation of your Orders Map file against the new data set.
2. Use the "Import Options>Import Compendium" to import a new lab compendium into the tool. Then run "Validate Map against Compendium" to check for unmapped or obsolete codes in your Orders Map worksheet.
3. Updated Compendium data is available by request through Ignis Systems Support.

    Volume information

1. As part of the Orders Implementation project for your clinic the lab vendor provides us with a Utilization Report that provides data on how many times each test has been ordered from your clinic. The Ignis Systems Implementation team imports this volume data into your Orders Builder tool to help identify and prioritize your most important tests.
2. Having the volume data available in the Compendium and Orders Map allows you to see which orders are most important to have mapped. You can use the sorting functions to sort the worksheet based on the volumes to bring the most ordered tests to the top. This is especially useful if you are mapping your orders.
3. The volume data is initially loaded into the Compendium worksheet and then transferred to the Orders map using the "Transfer>Compendium Volumes" function. The transfer function can only transfer volumes for those tests that have been mapped. If a volume could not be transferred to the Orders Map, it's color is changed to red. This provides a quick method for seeing which tests are not mapped.

    Sorting Options

1. Excel has some great built-in sorting features but not everyone knows how to use them and, if you do the sort incorrectly, you can mess up the data so that columns are no longer correctly aligned. To help out the Orders Builder includes a set of commonly needed sorting options. Just select Sorting Options and pick the method you want to use.
2. With the exception of the "sort by selecting a column" options all other sorts only apply to the Orders Map worksheet. The sort by selecting a column options will also work on the Compendium.

    Orders Builder Backup files

1. The Orders Builder Backup functionality is designed to allow you to backup and restore your Orders Map and Compendium worksheets from an external file.
2. The main use for this functionality is when you want to upgrade to a newer version of the Orders Builder Tool. Use the "Export to Backup file" function to save the data out of your old tool and then use the corresponding Intialize function to load the data into your new tool.

Reference Information

This section provides quick help for each EMR-Link function/macro available in the Orders Builder Tool.

Export Options

• Export Orders Kit
  
  This function creates an Orders Kit from the data in the Orders Map worksheet. The Orders kit consists of a .ckt and .ord file and is created using the contents from columns C and D.
  
  This function also creates a tab-delimited file using the contents of columns A, C and D.
  
  Only rows that contain a value in column C (EMR Code) will be included in the kit.
  
  When this function executes it will popup a dialog that provides you with an option to change the lab name. If you are using EMR-Link in Dynamic Mode then it's likely that you'll want to use an alternative name.
  
  The Orders Kit is written into it's own folder which is created in the same directory as your Orders Builder Tool.
  
  Be sure to always run a validation before exporting your orders kit. The validation will check to make sure your Orders map contains no obsolete codes and also points out any duplicate codes and descriptions which can also cause problems with the mapping process.
  
  
• Export Custom List
  
  This function creates a Custom List kit from a selected column in the Orders Map worksheet. The custom list kit consists of a .ckt, .ocl and .lst files.
  
  Only rows that contain a tag in the selected Custom List column (e.g. an 'x' or a number '03')will be included in the kit.
  
  When this function executes it will popup a dialog asking you to select one or more columns containing your Custom Lists.
  
  The Custom List is written into it's own folder which is created in the same directory as your Orders Builder Tool.
  
  If the active worksheet is an imported custom list (i.e. the worksheet name ends with .OCL) then the export will be done from that OCL worksheet instead of the Orders Map. This provides a way to manage custom lists that reference multiple categories or categories different from the one associated with the Orders Map.
  
  
• Export Order Set
  
  This function creates an Order Set kit from the selected columns in the Orders Map worksheet. The Order Set kit consists of a .ckt, .ost and .lst files.
  
  Only rows that contain a tag in the custom list column (e.g. an 'x' or a number '03') will be included in the kit.
  
  When this function executes it will popup a dialog asking you to select the columns containing your Order Sets. You have the option of exporting multiple Order Sets at the same time.
  
  The Order Set is written into it's own folder which is created in the same directory as your Orders Builder Tool.
  
  If the active worksheet is an imported order set (i.e. the worksheet name ends with .OST) then the export will be done from that OST worksheet instead of the Orders Map. This provides a way to manage order sets that reference multiple categories or categories different from the one associated with the Orders Map.
  
  
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• Export Orders Builder Backup
  
  This function creates a backup image of your Orders Map and Compendium worksheets and writes the contents to a file located in the same folder as your Orders Builder tool.
  
  Use this function when you want to upgrade to a newer version of the Orders Builder Tool. Use this Export function to save the data out of your old tool and then use the corresponding Intialize function to pull the data into your new tool.
  
  

Import Options

• Import Compendium
  
  This function is used to import a Lab Compendium into the Orders Builder Tool. When a compendium is imported it replaces the current compendium worksheet data. The Orders Map is not modified during the import.
  
  Updated Compendium data is available by request through Ignis Systems Support.
  
  When this function executes it will popup a dialog asking you to browse to the compendium file. The Orders Compendium data currently consists of 2 files. When browsing to import the data you can select either file and the tool will import them in the correct order.
  
  The function will only accept files with the .cmp suffix.
  
  
• Import Orders Kit
  
  This function is used to import a Centricity EMR Orders Kit into the Orders Builder Tool. The import action creates a new worksheet displaying the contents of the Order Kit so the existing Orders Map is not affected by the import of an Orders Kit.
  
  Once an Orders Kit has been imported you can initialize the Orders Map using the kit by selectiong the "Initialize>from Orders Kit" function.
  
  The function will only accept files with the .ord suffix.
  
  
• Import Custom List
  
  This function is used to import a Centricity EMR Custom List into the Orders Builder Tool. The import action creates a new worksheet displaying the contents of the Custom List. Nothing is written to the Orders Map during the import.
  
  Once a Custom List has been imported you can push the data to the Orders Map worksheet by using the "Transfer>Custom List" function.
  
  The function will only accept files with the .ocl suffix.
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• Import Order Set
  
  This function is used to import a Centricity EMR Order Set into the Orders Builder Tool. The import action creates a new worksheet displaying the contents of the Order Set. Nothing is written to the Orders Map during the import.
  
  Once an Order Set has been imported you can push the data to the Orders Map worksheet by using the "Transfer>Order Set" function.
  
  The function will only accept files with the .ost suffix.
  
  
• Import Tab-delimited Order Codes
  
  This function is used to import an EMR-Link tab-delimited Order code mapping file into the Orders Builder Tool. This tab delimited file is generated by downloading the mapping file created using the Code Mapper in EMR-Link.
  
  The import action creates a new worksheet displaying the contents of the code map file. Nothing is written to the Orders Map worksheet during the import.
  
  Once the code map data has been imported into a worksheet you can add the mapping data into the Orders Map worksheet using the "Transfer>EMR-Link Code mappings" or reinitialize the Orders Map to start fresh with the code map data by running the "Initialize>from EMR-Link Code Map" function.
  
  

Initialize Orders Map

• From Compendium
  
  This function is used to Initialize the Orders Map Worksheet from the current compendium worksheet. The Initialization process deletes the existing Orders Map and replaces it with an entirely new worksheet. In this case the new Orders Map worksheet gets populated with data from the Compendium worksheet.
  
  Since the compendium contains a complete set of codes, the new Orders Map worksheet gets initialized with data in all 4 columns. Column D (Clinic Test Description) is an exact copy of column B (Lab Test Description) with the expectation that the clinic will edit the Clinic Test Description to names they prefer to see in the EMR.
  
  The Initialization process makes a copy of the previous Orders Map. You'll see it show up as a new worksheet named "Orders Map (2)". This backup worksheet is automatically deleted when you exit the Orders Builder Tool.
  
  Because many of the lab vendors use duplicate descriptions, the initialization process runs a check for duplicate lab codes and descriptions and highlights any duplicates in orange.
  
  The Initialization process also updates the Welcome page string that defines which lab the Orders Builder Tool is currently configured for based on the lab associated with the current compendium.
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• From Orders Kit
  
  This function is used to Initialize the Orders Map worksheet from a previously imported Orders Kit. The Initialization process deletes the existing Orders Map and replaces it with an entirely new worksheet. In this case the new Orders Map worksheet gets populated with data from a selected Orders Kit worksheet.
  
  An imported Orders Kit can contain multiple categories but the Orders Map is designed to only define the test for one category so when you run this function it will ask you to select only one category from the Orders Kit worksheet. Categories have a blue header row so you just need to click on the blue row that defines the category you want to use to Initialize the Orders Map.
  
  Orders Kits are associated with the EMR so they don't typically contain lab codes. When you Initialize the Orders Map from an Orders Kit it only populates columns C (EMR Code) and D (EMR Test Description) because that's all the information that is available. To fill in the corresponding lab columns (A & B) you'll either need to go through the mapping process (double click on a row to bring up the code mapper) or, if you've already done some mapping using the online EMR=Link code mappper you can download that data and then update the Orders Map using the "Transfer>EMR-Link Code Mappings" function.
  
  The Initialization process makes a copy of the previous Orders Map. You'll see it show up as a new worksheet named "Orders Map (2)". This backup worksheet is automatically deleted when you exit the Orders Builder Tool.
  
  The Initialization process also updates the Welcome page string that defines which lab the Orders Builder Tool is currently configured for based on the lab associated with the current compendium.
  
  
• From EMR-Link Code Map
  
  This function is used to Initialize the Orders Map worksheet from a previously imported EMR-Link Code Map file. The Initialization process deletes the existing Orders Map and replaces it with an entirely new worksheet. In this case the new Orders Map worksheet gets populated with data from a selected Code Map worksheet.
  
  A Code Map worksheet is a tab-delimited text file that was downloaded from your EMR-Link account. It's a file representation of the code maps that have been configured in your EMR-Link account. The mapping may have originally been done using the online EMR-Link Orders Mapping tool or could have been uploaded from an earlier version of this Orders Builder Tool. It's just a tab-delimited file that contains a cross-map between the EMR Descriptions and codes with the lab vendor codes.
  
  Since the imported code map file contains both EMR and Lab codes the Intialization is able to do a lookup and populate all 4 columns of the Orders Map for every code. The resulting Order Map however, will only contain rows for the test specifically listed in the Code Map worksheet. So, if you only have 100 tests mapped, that's all you'll see in the resulting Orders Map. To get a more comprehensive list you may need to start by importing the Orders Kit from your EMR and then transfer the EMR-Link Code Map over the top.
  
  The Initialization process makes a copy of the previous Orders Map. You'll see it show up as a new worksheet named "Orders Map (2)". This backup worksheet is automatically deleted when you exit the Orders Builder Tool.
  
  The Initialization process also updates the Welcome page string that defines which lab the Orders Builder Tool is currently configured for based on the lab associated with the current compendium.
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• From Orders Builder Backup File
  
  This function is used to Initialize the Orders Map worksheet from a previously saved Orders Map backup file. (See "Export Options>Export Orders Builder Backup") This Intialization function differs from the others in that it not only replaces the Orders Map worksheet but also replaces the Compendium.
  
  When you create an Orders Builder Backup file it saves your current Orders Map and Compendium so when you restore it using this function it replaces both worksheets and sets the state of the Welcome page to match.
  
  The primary use for the backup file is to allow customers an easy way to upgrade to new versions of the Orders Builder Tool without losing or having to recreate your Orders Mapping data. Use the Export function to save your current data and then import it back into your new tool using this Intialization function.

Validate Map Against Compendium

This function is used to verify that your Orders Map worksheet is up-to-date with the current lab compendium. It walks through the entire compendium matching those codes and descriptions against those in your Orders Map worksheet.

When you run the validation it will mark deleted codes in red. Changes to test descriptions are orange, and new codes added to the Orders Map worksheet are blue.

Since the purpose of the validation is to check your codes against a current compendium you should run this whenever you import a new compendium. (See "Import Options>Import Compendium")

Remove Duplicate Test Descriptions

This function is used to remove duplicate Clinic Test Descriptions from your Orders Map worksheet. The lab compendiums often contain duplicate test names and if you initialized your Orders Map worksheet from the compendium then it may contain duplicate test names.

When you run the function to remove duplicate descriptions it sorts the worksheet by the "Clinic Test Description" row and then looks for groupings of duplicate names and removes all but the first in a group. The function will not remove a duplicate test if it has a value in the volume column because this indicates a test that is used by your clinic. Transfer

• Compendium Volumes
  
  This function takes the values in the Volume column of the Compendium and copies them to the Volume column of the Orders Map worksheet. It does this by finding the matching lab code.
  
  If no matching code is found then it means that lab test is not mapped and the volume value on the Compendium worksheet is set to red. If you later map that lab test and re-run this volume transfer function, the volume value gets set back to black.
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• Custom List
  
  This function copies data from an imported Custom List to the Orders Map worksheet. It does this by finding the matching Test Description (Orders Map column D). If no match is found then that row in the Custom list worksheet is marked with a "No match" tag.
  
  When you run this function it will ask you to first identify which Custom List worksheet to use and then it asks you to specify a column in the Orders Map worksheet. Any empty column above L can be used.
  
  The transfer retains the order information embedded in the Custom List by using numbers, rather than an 'x' to tag the custom list items in the Orders Map. This allows you to sort on that column before exporting so you can keep the same order.
  
  
• Order Set
  
  This function copies data from an imported Order Set to the Orders Map worksheet. It does this by finding the matching Test Description (Orders Map column D). If no match is found then that row in the Order Set worksheet is marked with a "No match" tag.
  
  When you run this function it will ask you to first identify which Order Set worksheet to use and then it asks you to specify a column in the Orders Map worksheet. Any empty column above L can be used.
  
  The transfer retains the order information embedded in the Order Set by using numbers, rather than an 'x' to tag the custom list items in the Orders Map. This allows you to sort on that column before exporting so you can keep the same order.
  
  
• Orders Kit Category
  
  This function copies mapping data from an imported Orders Kit worksheet to the Orders Map worksheet. It tries to find a matching EMR Description and if it finds one then it updates the EMR Code for that row on the Orders Map worksheet. If no match is found it adds a new row to the Orders Map.
  
  When you run this function it will ask you to first select a category from the imported Orders Kit worksheet. Each category begins with a blue header row and you must select the blue header for the category you want to merge into the existing Orders Map worksheet.
  
  Updated rows are tagged with Orange text. New rows are added in blue.
  
  
• EMR-Link Code Mappings
  
  This function copies mapping data from an imported EMR-Link Code Mapping worksheet to the Orders Map worksheet. It tries to find a matching EMR Description and if it finds one then it updates the lab code and lab test description for that row on the Orders Map worksheet.
  
  When you run this function it will ask you to first identify a lab column on the imported code map worksheet. The header of that column identifies the lab and you want to be sure it matches the name for the currently loaded compendium since it uses the compendium to do the cross-mapping.
  
  Any rows in the code map worksheet that don't find a match get changed to red.
  
  
• QSL Mapping Data
  
  This is a special purpose function that should only be used by trained Ignis Systems Implementation Specialists. The purpose of this function is to assist with upgrades for those clinics moving for the Quest-QCA region to Quest-NEL which is part of the QLS upgrade.
  
  This function works similar to the EMR-Link Code Mapping Data transfer. When invoked this function tries to fill in the lab codes and names for all of the unmapped rows in the Orders Map worksheet.
  
  This function only applies to the Quest-NEL region.
  
  

Sorting Options

• by Lab Order Code
  
  This function sorts the Orders Map worksheet based on column A, the Lab Order Code. This sort option only applies to the Orders Map worksheet. If another sheet is active this switches to the Orders Map by default.
  
  
• by Lab Test Description
  
  This function sorts the Orders Map worksheet based on column B, the Lab Test Name. This sort option only applies to the Orders Map worksheet. If another sheet is active this switches to the Orders Map by default.
  
  
• by Clinic Test Description
  
  This function sorts the Orders Map worksheet based on column D, the EMR Test Name. This sort option only applies to the Orders Map worksheet. If another sheet is active this switches to the Orders Map by default.
  
  
• by Volume (descending)
  
  This function sorts the Orders Map worksheet based on column L, the Volume. This sort option only applies to the Orders Map worksheet. If another sheet is active this switches to the Orders Map by default.
  
  
• by Selecting a Column (ascending)
  
  This function sorts the active worksheet in ascending order based on a column you select. This sort option only applies to the Orders Map and Compendium worksheet. If another worksheet is active, the sort is ignored.
• by Selecting a Column (descending)
  
  This function sorts the active worksheet in descending order based on a column you select. This sort option only applies to the Orders Map and Compendium worksheet. If another worksheet is active, the sort is ignored.

Orders Builder Help

Brings up this online help page. Since this page is maintained on the EMR-Link web server it can be updated with new information and corrections on a regular basis. This Help file is currently aligned with Orders Builder Tool version 2.23.