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Advanced User Training for Orchard Enterprise Products

Advanced User Training for Orchard® Enterprise Products is intended for experienced users who are familiar with Orchard’s software and looking to acquire advanced knowledge and skills with the software. You also have an opportunity to network with your peers. The training is a combination of theory, analysis, troubleshooting, and hands-on exercises utilizing the software. Training is taught through a virtual classroom.

Class Dates

Class Information

December 14-16, 2021Class Level: Advanced User
Role: System Administrators
Orchard Products: Orchard Outreach and/or Orchard Enterprise Lab

Target Audience

System Administrators who previously attended System Administration class and want to learn more about your system.

Class Level

Advanced User Training is intended for users who are familiar with the system (Orchard Enterprise Lab and/or Orchard Outreach). This course is considered advanced-level training. It is not intended for new users who do not have previous system knowledge or experience. Completion of the System Administration for Orchard Enterprise Lab and Orchard Outreach training course is recommended prior to taking this course.

Continuing Education/Contact Hours

Orchard Software Corporation is approved as a provider of continuing education (C.E.) programs in the clinical laboratory sciences by the ASCP Board of Certification.

This training course is approved for 16.5 total contact hours (16.5 CMP points/16.5 CMLE credits).

You will receive a Certificate of Participation upon completion of this course.

Class Overview

This advanced user training is designed to build on the System Administration for Orchard Enterprise Lab and Orchard Outreach training class. Discover ways to configure your system to meet your unique laboratory needs.

The training includes lectures, activities, and hands-on laboratory exercises in the Orchard training database. It focuses on advanced topics and configurations that will assist you to efficiently use and troubleshoot your system.

At the end of the training, you will be provided a link to an online Training Evaluation. The feedback received from this evaluation is used to improve the course.


Advanced Ordering

  • Describe and create standing orders
  • Describe and create order choice lists
  • Describe and create order choice restrictions
  • Describe and configure split order rules
  • Describe the two types of batch orders
  • Describe ways to use multiple Order Patient Samples pages

Sample Management

  • Explain how the waiting room is used to collect samples
  • Explain how collection lists are used and reconciled
  • Create and reconcile a collection list
  • Explain and create a manifest
  • Explain the benefits of using release samples
  • Create an order entry rule
  • Configure the release of samples to a testing site
  • Describe the benefits of alternate sample collection sets
  • Create an alternate collection set


  • Explain the routing hierarchy
  • Explain how default lab lists are utilized
  • Assign a default lab list to a location
  • Explain and create a routing rule
  • Explain and create an order entry rule

Advanced Result Delivery

  • Setup and configure Remote Automated Printing Services (RAPS)
  • Describe benefits of utilizing reporting groups
  • Explain and create a delivery group
  • Describe and create Report Order Choice Information templates
  • Describe a report delivery event
  • Describe report redelivery methods and redeliver a report
  • Describe SQL Server Reporting Services (SSRS)

Fixing Order Issues

  • Describe considerations when updating existing orders
  • Update an existing order
  • Explain the cancellation of orders and order choices
  • Cancel an order choice
  • Explain how to reassign an order
  • Identify risks when merging patient records
  • Merge patient records
  • Describe benefits of linking patients

Fixing HL7 Issues

  • Describe the four basic types of HL7 messages
  • Read HL7 message segments
  • Identify common error messages in match results
  • Analyze unmatched results that dropped into match results and match the result
  • Identify common error messages in fix orders
  • Analyze orders that dropped into fix orders and resolve the issue
  • Describe the Interface Activity page

Data Mining

  • Describe the two types of browsers
  • Configure a browser designed to redeliver a batch of reports
  • Analyze a scenario and configure the needed browser
  • Create a SQL query
  • Explain when tables need to be linked within a query

System Performance

  • Describe how to research slowness
  • Explain the benefits and risks of data retention
  • Configure data retention
  • Explain the server restart order

Client Services Module

  • Identify key features in the Client Services module
  • Explain how to configure clients
  • Explain how to configure items
  • Explain how to configure supplies
  • Explain how to configure routes

New Features

  • Explain how to access release notes
  • Identify important information contained in release notes