- Welcome
- Features
- Use Case
- Introduction
- Working with CCR
- Basic navigation and usage tips
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Working with patients
- Working with patients
- Searching for a patient
- Looking up a patient with an MRN
- Using the Quick Search Utility to search for a patient
- Performing an advanced search
- Performing a search with criteria based on study or cancer group specific attributes
- Restrictions on searches
- Adding a patient
- Adding a patient who has never been a UUHSC patient
- Removing a patient record from a cancer group database
- Viewing/editing a patient record
- Marking a patient record ready for review
- Viewing/editing the demographic information of a patient who has never been a UUHSC patient
- Viewing a patient's clinic visit patient review page
- Providers
- Treatment protocols
- Diagnoses and staging
- Tumors
- Race
- Patient classifications
- Aliases
- Cancer group studies administration
- Patient contacts
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Studies and study enrollment
- Studies
- Viewing/editing study-specific data for a patient
- Viewing/editing a patient's enrollment in a study
- Study enrollment
- Enrolling a patient in a study
- Removing a patient from a study
- Viewing/editing a patient's enrollment in a study from the patient detail window
- Patient consents
- Patient consents (study enrollment window)
- Recording a patient consents
- Recording a patient consents (study enrollment window)
- Deleting a patient consent record
- Deleting a patient consent record (study enrollment window)
- Editing a patient consent record
- Editing a patient consent record (study enrollment window)
- Scanned consent forms
- Scanned consent forms (study enrollment window)
- Uploading a scanned consent form
- Uploading a scanned consent form (study enrollment window)
- Removing a scanned consent form
- Removing a scanned consent form (study enrollment window)
- Viewing a previously uploaded consent form
- Viewing a previously uploaded consent form (study enrollment window)
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Specimens
- Specimens
- Adding a specimen to a patient record
- Linking a specimen from itBioPath to a patient record
- Removing a specimen from a patient record
- Viewing/editing a specimen in a patient record
- Accessing a specimen's itBioPath record
- Recording an alias for a specimen
- Deleting a specimen alias
- Editing a specimen alias
- Linking a previously unlinked specimen to an itBioPath record
- Specimens associated with a medical event
- Linking a medical event to an existing specimen in the patient record
- Adding a specimen to a medical event
- Linking a specimen from itBioPath to a medical event
- Removing a specimen from a medical event
- Viewing/editing a specimen that is associated with a medical event
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Lab tests
- Lab tests
- Setting up a lab test type to be automatically imported into the patient records of a cancer group
- Adding lab rest results to a patient record
- Reviewing a patient's UUHSC lab test records for importing into CCR
- Deleting a lab test result from a patient record
- Viewing/editing a lab test result
- Lab tests associated with a medical event
- Adding lab test results to a medical event
- Linking a medical event to a previously entered lab test result record
- Adding a lab test result to a medical event and a patient record at the same time
- Removing a lab test result from a medical event
- Viewing/editing a lab test result that is associated with a medical event
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Medical events
- Medical events
- Adding a medical event to a patient record
- Removing a medical event to a patient record
- Viewing/editing a medical event
- Tools to facilitate medical event data entry
- Associated medical events
- Associating a medical event with other medical events
- Removing a medical event's association with another medical event
- CPT codes
- Adding a CPT code to a medical event
- Removing a CPT code to a medical event
- Medical event classification
- Assigning a classification to a medical event
- Removing a classification from a medical event
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Chemo and systemic therapy events
- Chemo and systemic therapy events
- Therapy agents
- Entering the default agents for a specific therapy regimen
- Adding a therapy agent to a chemotherapy medical event record
- Removing a therapy agent from a chemotherapy medical event record
- Resetting therapy agents and dosages to match the default values for a selected regimen
- Editing a therapy agent record in a chemotherapy medical event
- Chemotherapy adverse events
- Adding an adverse event record to a chemotherapy medical event
- Removing an adverse event record to a chemotherapy medical event
- Editing an adverse event in a chemotherapy medical event
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Radiation therapy events
- Radiation therapy events
- Treatment summaries
- Adding a radiation therapy sequence to a radiation therapy medical event
- Deleting a radiation therapy sequence to a radiation therapy medical event
- Editing a radiation therapy sequence in a radiation therapy medical event
- Radiation therapy adverse events
- Adding an adverse event record to a radiation therapy medical event
- Deleting an adverse event record from a radiation therapy medical event
- Editing an adverse event record for a radiation therapy medical event
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Imaging events
- Imaging events
- Images
- Adding an image to an imaging event
- Uploading an image from an imaging event
- Adding an image to an imaging event without uploading it
- Viewing an image from an imaging event
- Deleting an image from an imaging event
- Editing the description of an image
- Findings
- Adding a finding from an imaging event
- Deleting a finding from an imaging event
- Editing a finding from an imaging event
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Enterprise data warehouse and tumor registry records
- ITS Enterprise Data Warehouse
- Linking an encounter (medical event) from the Enterprise Data Warehouse to a patient record
- Linking a previously unlinked medical event record to an EDW encounter
- Importing a lab test result from the EDW into a medical event and a patient record at the same time
- Performing a text search of EDW records using keywords associated with a medical event type
- Performing a text search of EDW records using keywords associated with pathology reports
- Performing a text search in an EDW report using a keyword that has not been automatically generated
- Refining the list of EDW reports included in a text search
- Reviewing a patient's UUHSC encounter and clinical records for medical events to add to their CCR record
- Viewing a patient's EDW records
- Viewing a patient's EDW records from within a pathology report record
- Viewing the details of a UUHSC clinical record
- Finding a UUHSC encounter for a patient in EDW
- Viewing a patient's tumor registry records
- Viewing the details of a UUHSC encounter
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Pathology reports
- Pathology reports
- Adding a pathology report to a medical event
- Linking an existing pathology report to a medical event
- Adding a new (not previously existing) pathology report to a medical event
- Removing a pathology report from a medical event
- Viewing/editing a pathology report
- Tools to facilitate pathology report data entry
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Using the Patient Review Summary page
- Adding a treatment protocol to a patient record from the patient review page
- Diagnoses and staging from the patient review page
- Diagnoses
- Adding a diagnosis to a patient record from the patient review page
- Deleting a diagnosis to a patient record from the patient review page
- Editing a patient's diagnosis from the patient review page
- Staging
- Adding staging information to a diagnosis
- Deleting staging information from a diagnosis
- Editing Staging Information
- Worklists
- Reports
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Cancer group administration
- Cancer group administration
- Starting the Cancer Group Administration
- Cancer Group Medical Events Administration
- Adding a Medical Event Type to the List of Medical Event Types of Interest to a Cancer Group
- Removing a Medical Event Type from the List of Medical Event Types of Interest to a Cancer Group
- Editing a Cancer Group Medical Event Type
- Making an Event Type Inactive
- Activating an Inactive Event Type
- Associating a Medical Event Type with a Specific Study
- Removing a Medical Event Type Study Association
- Sharing a Medical Event Type with Another Cancer Group
- Ending the Sharing of a Medical Event Type with a Specific Cancer Group
- Using an Event Type Owned and Shared by Another Cancer Group
- Ceasing the Use of an Event Type Owned and Shared by Another Cancer Group
- Adding a Standard of Care Profile
- Deleting a Standard of Care Profile
- Standard of Care Profiles
- Editing a Standard of Care Profile
- Adding a Checklist Item to a Standard of Care Profile
- Patient Education Materials
- Adding a Patient Education Packet to a Standard of Care Profile
- Removing a Checklist Item from a Standard of Care Profile
- Removing a Patient Education Packet from a Standard of Care Profile
- Viewing the Contents List of a Patient Education Packet
- Auto Generated Events
- Adding an Auto Generated Event to a Standard of Care Profile
- Removing an Auto Generated Event from a Standard of Care Profile
- Editing an Auto Generated Event in a Standard of Care Profile
- The Metabuilder
- Security
- Administering cancer group users
- Administering users — study-based roles
- Dictionaries
Before proceeding with this topic, it is important to note that upgrades of the itBioPath system have resulted in each specimen in the itBioPath database being linked to a patient record that has assigned to it a unique HCI Person ID alias. That same alias is used to uniquely identify patients in CCR, and is planned to be used in several of Research Informatics' other databases. Each person, as the system is designed, is to be identified by the same HCI Person ID number in each database, and that means that the ID can be used to link records associated with the same person in the different databases. What this means for biospecimens is that any specimen that is added to itBioPath will automatically show up as a Specimen in that patient's CCR record. There is no need to add these specimens in CCR at all, and there is no longer any need to link specimens in CCR to specimens in itBioPath (formerly BST). The functionality for linking to a specimen in itBioPath remains, however, to deal with the rare case where a transplant is involved.
The following process allows you to manually add a new specimen to a patient record, linking it to a specific medical event at the same time, so that it will appear both in the patient record on the Labs tab and in the medical event record. The new specimen will not be linked to a sample record in itBioPath, and if the specimen is added to itBioPath at a later time, it will show up as a duplicate record in the patient record that will not have been linked to the medical event record. As a result, it is usually best to wait for specimens to be added to itBioPath and show up automatically in the patient record before establishing the link in the medical event record using the process described in Linking a Medical Event to an Existing Specimen in the Patient Record. The process described below, then, is for manually adding specimens to a medical event and patient record at the same time that will not be automatically imported to the patient record from itBioPath — probably because they won't be added to itBioPath at all.
To manually add a specimen to a medical event (and to the corresponding patient record):
1. Open the Medical Event Detail window for the medical event you want to associate with the specimen. See Viewing/Editing a Medical Event for instructions on how to do this.
2. Select the Details tab on that window.
3. Click on the + button above the Specimens grid on that tab. The Link Specimen to Medical Event window will open.
It is recommended that you check the Specimens grid on the Link Specimen to Medical Event window to make sure that the specimen you are adding has not already been added to the patient record. (If it has already been added to the patient record, you just need to link to it, rather than adding it — see Linking a Medical Event to an Existing Specimen in the Patient Record.)
4. Click on the + button above the Specimens grid on that window. The Add/Link Specimen window will open. See The Add/Link Specimen Window for a description of this window.
5. Select the Specimen Type and enter the Collect Date and — if applicable — the Alias Type and Alias in the fields located in the Step 1 — Enter CCR Specimen Data data box on the Add/Link Specimen window.
6. Click on the Add Specimen button to save the new specimen to the patient record. A dialog will open, indicating that the new specimen has been added to the patient record.
To close the Add/Link Specimen window without adding a sample to the patient record, click the Cancel button instead of the Add Specimen button.
7. Click OK to clear the dialog.
8. Repeat steps 5 through 7 for any additional specimens that might need to be added to the database (but not linked to itBioPath). You will need to close the window and start over if you want to link the medical event to a different specimen that has already been added to the patient record — see Linking a Medical Event to an Existing Specimen in the Patient Record. If you choose to add multiple specimens at this point, remember that all of the specimens entered will be associated both with the patient and with the medical event from which you initiated the process in the first place.
9. When you have added all of the specimens you need to, click the Cancel button to close the Add/Link Specimen window. The newly added specimens will be displayed both in the Specimens grid on the Medical Event Detail window and in the Specimens grid on the Labs tab of the corresponding patient detail window.
