Atellica® Process Manager User Cases-Overview of Rules and Analytics Job Aid

Atellica® Process Manager User Cases- Overview of Rules and Analytics Overview of Atellica Process Manager Rules Rules are created to assist with laboratory workflow, including the management of samples, turnaround times, instrument alerts and instrument inventory. They are user-defined according to what is important to your laboratory. The creation of rules has been designed to be intuitive. When defining a new rule, items in the text box that are hyperlinked in red are required. Items that are hyperlinked in blue are the default settings and may be changed if desired. Administrator privileges are required to view, modify and design rules. There are two main categories of rules: Sample Rules Alert Rules NOTE: Atellica PM does not come preconfigured with test information, instrument error codes or reagent information. It receives this information as it acquires it from communication with connected instruments and modules.Therefore, Atellica PM must be communicating with connected instruments and modules for a period of time before rules can be created. Sample Rules Sample Rules are used to assist the laboratory with monitoring samples. STAT samples can be tracked, as well as samples that may be at risk for missing a specified turnaround time. Two types of sample rules can be created in Atellica PM: On-Time STAT Display and Turnaround Time (TAT). On-Time STAT Display Rules These rules define when to display STAT tests that are not covered by a turnaround time rule. These samples will be displayed on the Priority Samples screen when the Display On-Time STAT Samples box is selected. When defining On-Time STAT Display rules, the test(s) will be selected, as well as which patient locations to include. Unrestricted | Published by Siemens Healthcare GmbH © Siemens Healthcare GmbH, 2020 SIEMENS Master Template Effective Date: 5 Mar 2020 | HOOD05162003074494 Job Aid Effective Date: 03_AUG-2020 | HOOD05162003101668 Healthineers Job Aid | APM User Cases Rules and Analytics Effective Date: 03-AUG-2020 | HOOD#05162003101668 Example: Alert the operator when there is an Ammonia from any Inpatient floor that needs to be resulted as soon as possible. Apply this rule to AMON that are STAT and originate from Inpatient Locations and are not covered by a turnaround time rule. Track these tests according to the global STAT turnaround time start and end events. When this rule is applied, the associated tests will be displayed in each of the following zones: Inpatient Locations This rule is titled Default On-time stat display and is Enabled. Instructions: 1) Select Settings> Rules> Samples> New Rule> On-Time STAT Display Rule 2) Select each hyperlink and select the setting that meets the laboratory requirements. Blue hyperlinks are optional, and red hyperlinks are required 3) Select Save Rule Outcome: All in-process inpatient Ammonia tests will be displayed on the Priority Samples screen Turnaround Time Rules Turnaround Time rules are created for each assay that the laboratory is monitoring as part of their quality program. The TAT rules will alert the operator that a sample contains assays that are either At Risk or Overdue for a monitored turnaround time. Tallies of these alerts are displayed on the Dashboard in the Priority Samples area, which can be viewed from any screen. Specific information on samples that have generated a turnaround time alert is available on the Priority Samples screen. The rules are simple to create and provide additional monitoring flexibility over manual tracking or LIS STAT boards. Unrestricted | Published by Siemens Healthcare GmbH © Siemens Healthcare GmbH, 2020 SIEMENS Master Template Effective Date 5 Mar 2020 | HOOD05162003074494 Job Aid Effective Date: 03-AUG-2020 | HOOD05162003101668 Healthineers Page 2 of 6 Job Aid | APM User Cases Rules and Analytics Effective Date: 03-AUG-2020 | HOOD#05162003101668 Instructions: 1) Select Settings> Rules> Samples> New Rule> Turnaround Time Rule 2) Select each hyperlink and select the setting that meets the laboratory requirements. Blue hyperlinks are optional, and red hyperlinks are required 3) Select Save Rule Outcome: When a test meets the specified criteria of a Turnaround Time rule, it will be included in the Priority Samples Overdue or At-Risk count on the Dashboard and will have detailed information on the Priority Samples screen. Example: Setup a TAT rule that alerts the staff if a Troponin is At Risk or Overdue. Alert Rules Alerting capabilities are an important aspect of the Atellica Process Manager platform. Alert rules are designed to improve workflow, minimize technologist time in front of the analyzer and improve overall laboratory efficiency. Alerts appear as a waving flag on the 3D View of the Home screen above the instrument that generated the alert. Critical alerts will be red, warning alerts will be yellow, and informational alerts will be blue. The alert flag will stop waving once the alert has been acknowledged and will disappear when the issue causing the alert is resolved. Tallies of these alerts are displayed on the Dashboard in the Active Alerts area, which can be viewed from any screen. Customers build alert rules to manage inventory requirements on the analyzers, monitor expiration dates of inventory and calibrations, and prompt maintenance activities. Track turnaround time for Inl that are STAT from Emergency Room (ER). The turnaround time for these tests is 35 minute(s); after which time the test(s) will be 'Overdue." These test(s) will be "At Risk' if "Test Result Released" is not reached within 20 minute(s) after turnaround time tracking starts. When this rule is applied, the associated tests will be displayed in each of the following zones: Main Lab, STAT Lab. This rule is titled Troponin from ER and is Enabled. Unrestricted | Published by Siemens Healthcare GmbH © Siemens Healthcare GmbH, 2020 SIEMENS Master Template Effective Date 5 Mar 2020 | HOOD05162003074494 Job Aid Effective Date: 03-AUG-2020 | HOOD05162003101668 Healthineers Page 3 of 6 Job Aid | APM User Cases Rules and Analytics Effective Date: 03-AUG-2020 | HOOD#05162003101668 Inventory alerts are auto-resolving in Atellica PM, meaning that they must be corrected at the instrument directly. Once corrected, Atellica PM will receive this information and the alert will no longer display. Reagent Low Example Alert the staff when reagent and ancillary reagent levels are low on an analyzer. This alert type can be setup in a few different ways: 1) General rule that applies to all reagents and is a low-end alert (e.g. alert if ANY reagents are below a threshold of 10 tests left in the reagent pack 2) Specific rules for high volume assays that alert the user to reagents below a laboratory process specific threshold (e.g. GLU set at 50 or 100) Some customers have one global low-end alert and many high-volume assay alerts to ensure a streamlined workflow. Instructions: 1) Select Settings > Rules > Alerts > New Rule > Reagent Inventory Alert Rule 2) Select each hyperlink and choose the options that meets your laboratory requirements 3) Select Save Rule Outcome: Staff can quickly react to a reagent or other inventory item being low and replenish reagent inventory on the instrument before it is depleted. Overview of Atellica Process Manager Analytics Business intelligence was built into Atellica Process Manager to assist the laboratory with the management of processes in the lab by reporting on specific points of interest and typical lab pain points (e.g. turnaround times, throughput, etc.). The insights gained from these Analytics reports could lead to the identification of changes that are needed to improve overall laboratory workflow and process control. Atellica PM retrieves data hourly, which is then accessed when generating a report. Atellica Process Manager Analytics reports have general layouts and Unrestricted | Published by Siemens Healthcare GmbH © Siemens Healthcare GmbH, 2020 SIEMENS Master Template Effective Date 5 Mar 2020 | HOOD05162003074494 Job Aid Effective Date: 03-AUG-2020 | HOOD05162003101668 Healthineers Page 4 of 6 Job Aid | APM User Cases Rules and Analytics Effective Date: 03-AUG-2020 | HOOD#05162003101668 navigational options. The Analytics reports display data in both graphs and tables, dependent on the type of data being displayed. Benefits: ➢ Analytics are built right into the Atellica Process Manager product. There is no need to buy a separate analytics package. 15 reports come standard with the software, right “out of the box” ➢ These interactive, flexible, and dynamic data visualization reports promote insight discovery to improve your workflow ➢ These real-time reports are provided for you and designed in collaboration with our Healthcare Consulting team to provide the highest value for you. They are especially complementary for a laboratory with an automation solution ➢ Data in the Analytics reports can be filtered so that you can drill down and display more granular information. Once filters are applied, a report can be saved using the “bookmark” feature so that the exact same filtering can be pulled up repeatedly. For example, if you have a specific report that you want to generate monthly General Report Layout – Atellica such as filtering and graph navigation. Please refer to the Atellica Process Manager Operator’s Guide for additional details. Report Access - Analytics report privileges must be assigned to view reports. Note: Access to the Analytics reports requires privileges to be assigned by the Atellica Process Manager system administrator. For Analytics reports filtering and navigational tips, refer to the Atellica Process Manager Operator’s Guide. Unrestricted | Published by Siemens Healthcare GmbH © Siemens Healthcare GmbH, 2020 SIEMENS Master Template Effective Date 5 Mar 2020 | HOOD05162003074494 Job Aid Effective Date: 03-AUG-2020 | HOOD05162003101668 Healthineers Page 5 of 6 Job Aid | APM User Cases Rules and Analytics Effective Date: 03-AUG-2020 | HOOD#05162003101668 Please note that the learning material is for training purposes only. For the proper use of the software or hardware, please always use the Operator Manual or Instructions for Use (hereinafter collectively “Operator Manual”) issued by Siemens Healthineers. This material is to be used as training material only and shall by no means substitute the Operator Manual. Any material used in this training will not be updated on a regular basis and does not necessarily reflect the latest version of the software and hardware available at the time of the training. The Operator's Manual shall be used as your main reference, in particular for relevant safety information like warnings and cautions. Note: Some functions shown in this material are optional and might not be part of your system. Certain products, product related claims or functionalities (hereinafter collectively “Functionality”) may not (yet) be commercially available in your country. Due to regulatory requirements, the future availability of said Functionalities in any specific c ountry is not guaranteed. Please contact your local Siemens Healthineers sales representative for the most current information. The reproduction, transmission or distribution of this training or its contents is not permitted without express written authority. Offenders will be liable for damages. All names and data of patients, parameters and configuration dependent designations are fictional and examples only. All rights, including rights created by patent grant or registration of a utility model or design, are reserved. Copyright © Siemens Healthcare GmbH 2020 Siemens Healthineers Headquarters Siemens Healthcare GmbH Henkestr. 127 91052 Erlangen, Germany Phone: +49 9131 84-0 siemens-healthineers.com Unrestricted | Published by Siemens Healthcare GmbH © Siemens Healthcare GmbH, 2020 SIEMENS Master Template Effective Date 5 Mar 2020 | HOOD05162003074494 Job Aid Effective Date: 03-AUG-2020 | HOOD05162003101668 Healthineers Page 6 of 6