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Lab Administration for Orchard Enterprise Lab

Lab Administration for Orchard® Enterprise Lab™ is intended for Lab Administrators who are preparing to install Orchard Enterprise Lab at their facility, or are new to using Orchard Enterprise Lab software. The training is a combination of foundational theory and hands-on exercises using the software. Training is taught through a virtual classroom.


Class Dates

Class Information

  • July 23-25, 2024
  • August 27-29, 2024
  • October 15-17, 2024
  • November 19-21, 2024

Class Times

9:30 AM-4:30 PM (Eastern)

Class Level: New User
Role: Lab Administrators
Orchard Products: Orchard Enterprise Lab


Target Audience

Lab Administrators preparing to install Orchard Enterprise Lab at their facility or new to using Orchard Enterprise Lab.

Class Level

Lab Administration for Orchard Enterprise Lab is considered introductory training. The training starts with foundational concepts that build upon one another, leading the learner to a fundamental understanding of their Orchard system. Existing users who require a refresher on the basics may also attend, recognizing that the class is geared toward new users.

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 14.0 total contact hours (14.0 CMP points).

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

Class Overview

Lab Administration for Orchard Enterprise Lab course is intended for Laboratorian System Administrators who are preparing to install an Orchard system at their facility. The training is a combination of foundational theory and hands-on exercises using the software. This training provides instruction on system functionality and opportunities to practice performing common configurations in your Orchard product. This learning experience prepares Laboratorian System Administrators to perform pre-installation tasks and work with their Field Implementation Analyst during implementation.

The training includes lectures, activities, and hands-on exercises in the training database.

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.



  • Describe Orchard Enterprise Lab
  • Explain how to sign in and sign out
  • Describe the user interface and navigation
  • Describe the Dashboard
  • Describe online help

New Client Setup

  • Describe the configuration hierarchy
  • Configure System Defaults
  • Configure Practices
  • Configure Locations
  • Describe the lab setup hierarchy
  • Configure Testing Facilities
  • Configure Departments
  • Configure Testing Sections
  • Configure Users
  • Configure Roles

Placing & Collecting Orders

  • Describe the order workflow
  • Place an order
  • Canceling Orders and Order Choices
  • Create New Patients
  • Add Insurance to a Patient
  • Describe sample collection
  • Describe release samples
  • Configure order entry rules

Reviewing & Approving Results

  • Explain how to use the Work in Progress page
  • Explain how to configure result evaluation rules
  • Explain how to configure result approval rules
  • Explain how to batch review results
  • Explain how to review reference lab results

Viewing Results

  • Retrieve and view patient results
  • Explain linked documents

Certification Management

  • Describe certifications
  • Explain how to maintain certification records
  • Describe certification reminders

Tests and Order Choices

  • Explain how to configure tests
  • Describe and configure order choices
  • Describe profiles
  • Explain how to utilize and configure formulas

Hematology Testing

  • Describe the Hematology Testing page
  • Explain how to make an existing order choice available for use in the Hematology Testing module
  • Explain how to configure Hematology tests
  • Explain how to configure Diff Pads

Instrument Management

  • Explain Orchard Device Engine
  • Explain how instruments are managed
  • Describe the Instruments Types page
  • Describe the Instruments page
  • Describe the Instrument Management pages

QC Management

  • Explain how to configure QC
  • Explain how to order, result, and approve QC
  • Explain how to review QC
  • Describe linearity


  • Customize Navigation
  • Create Cancellation Reasons
  • Create text shortcuts
  • Create quick comments
  • Define Tabbing Order

Reports & Logs

  • Describe administrative reports
  • Run an administrative report
  • View administrative logs
  • Configure data browsers