Review laboratory suggestions and rule alerts

Available to

Laboratory reviewers.

Every order that is checked becomes a case on the review worklist. A case holds the rule findings, the model suggestions if the facility uses them, the facts that were checked and the analyses that ran.

Review a case

Open Laboratory → Intelligence → Review worklist. Use the filters Waiting for a reviewer, Held back, High risk and Shadow mode to find your cases.
Open a case. The status bar shows where it stands: Received, Rules evaluated, Waiting for the model, Waiting for a reviewer, Reviewed.
On Rule findings (deterministic) read each alert and select Acknowledge once you have dealt with it.
On Model suggestions read the suggestion and select Review.
Choose a Decision: Accept, Accept with changes, Reject or Defer. Add a Comment; a reason is needed to modify, reject or defer.
Tick Put the approved text on the signed report to print the accepted text as a comment on the signed laboratory report, with its author and source. Tick Offer to the governed feedback dataset only if you want it considered for the dataset.
Select Record decision. The case becomes Reviewed when every suggestion is decided.

The review worklist: risk, rule alerts and the status of the model for each order.

A case with its rule findings. Each critical alert has an Acknowledge button.

A model suggestion is marked unverified until a reviewer decides on it.

Review a suggestion: accept, accept with changes, reject or defer.

Tabs of a case

Tab	What it holds
Rule findings (deterministic)	Alerts from the approved rule set: critical values, implausible values, change since the last result, specimen age, and reflex suggestions.
Model suggestions	The model's text, each marked unverified until decided. Empty when the facility is on Off.
Facts the model saw	The frozen list of results, units, reference intervals, flags and quality-control status behind the case.
Analyses	Each run: use case, model and version, prompt, rule set and reference versions, status and latency.

The facts the case was built on. A superseded value is greyed.

Finding states

Finding state	Meaning
`Open`	Waiting for a decision.
`Accepted`, `Accepted with changes`	A reviewer accepted it, with or without edits.
`Rejected`	A reviewer rejected it. A reason is recorded.
`Deferred`	Left for later, with a reason.
`Acknowledged`	A rule alert someone has dealt with.
`Superseded`	The results changed, so a newer case replaced it.

Rule alerts and suggestions also have their own lists under Intelligence: Rule alerts, Suggestions to review, Comments on reports (what was printed on a signed report, and whether it was later withdrawn) and Reviewer decisions (every decision with its reviewer and time).

Rule alerts: critical, delta, specimen age and reflex suggestions.

Reviewer decisions: each one names its reviewer.

Good to know

When a result is amended, the old case is superseded, a new case opens and any comment printed on the report for the old result is withdrawn.
A reflex suggestion, such as a follow-up test, is only a recommendation until the treating clinician authorises it.
Reviewing a suggestion never changes a result or releases a report.

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