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System Administration for Orchard Enterprise Lab & Orchard Outreach, plus Orchard Point-of-Care

System Administration for Orchard® Enterprise Lab™ and Orchard® Outreach™, plus Orchard® Point-of-Care™ is intended for System Administrators who are preparing to install an Orchard system at their facility, or are new to using Orchard’s 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

April 6-9, 2021
May 18-21, 2021
June 29-July 2, 2021
August 10-13, 2021
September 21-24, 2021
November 2-5, 2021
Class Level: New User
Role: System Administrators
Orchard Products: Orchard Point-of-Care and Orchard Enterprise Lab and/or Orchard Outreach

Class Level

System Administration for Orchard Enterprise Lab and Orchard Outreach, plus Orchard Point-of-Care 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 20.5 total contact hours (20.5 CMP points/20.5 CMLE credits).

System Administration for Orchard Enterprise Lab, Orchard Outreach, and Orchard Point-of-Care: 15.5 hours
Orchard Point-of-Care additional class: 5.0 hours
You will receive a Certificate of Participation upon completion of this course.

Class Overview

System Administration for Orchard Enterprise Lab and Orchard Outreach course is intended for new 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 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.

Objectives

Introduction

  • Describe your Orchard system
  • Explain how to sign in and sign out
  • Describe the user interface and navigation
  • Describe Orchard Online Help

New Client Setup

  • Describe the configuration hierarchy
  • Configure System Defaults
  • Configure Practices
  • Configure Locations
  • Configure Users
  • Configure Roles

Placing & Collecting Orders

  • Describe the order workflow
  • Place an order
  • Manually add patient insurance
  • Discuss linked documents
  • Configure order entry rules
  • Describe sample collection

Retrieving Results

  • Retrieve and view patient results

Order Choices

  • Describe order choices
  • Configure order choices

Result Delivery

  • Describe result delivery mechanisms
  • Configure result delivery

Insurance Configuration

  • Describe insurance types
  • Configure insurance companies
  • Configure insurance plans
  • Configure medical necessity

Layout Templates

  • Describe layout templates
  • Create a layout template
  • Apply a layout template

Optimizations

  • Describe ways to customize your system
  • Setup the Sign In page
  • Customize navigation
  • Customize appearance
  • Customize the user interface
  • Customize column views
  • Create custom filters
  • Create quick comments
  • Create text shortcuts
  • Define tabbing order
  • Configure user-defined fields

Label Printer Configuration

  • Describe label printer options
  • Configure a label format
  • Configure label printing rules

HL7

  • Describe HL7 messages
  • Explain the inbound and outbound queues

Reports & Logs

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

Maintenance

  • Identify maintenance tasks
  • Describe how to check interfaces
  • Correct orders and ADT messages
  • Configure insurance validation
  • Describe how to match results
  • Describe SQL backup and restart logs
  • Describe Orchard Superuser access
  • Describe synchronization

Class Overview of Orchard Point-of-Care Additional Class

This training provides instruction on system functionality, and opportunities to practice performing common point-of-care testing configurations in Orchard Point-of-Care. This learning experience prepares POCT Managers/Coordinators 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.

Introducing Orchard Point-of-Care

  • Describe Orchard Point-of-Care
  • Describe the Dashboard
  • Describe the navigation

POCT New Client Setup

  • Describe the configuration hierarchy
  • Explain how to create a POCT location, user, and role
  • Explain how to assign a user to a role

POCT Order Choices

  • Explain how to configure POCT order choices
  • Explain how to configure formulas

Instrument Management

  • Identify the pages utilized for instrument management
  • Explain how to use the Instruments Types page
  • Explain how to use the Instruments page
  • Explain how to use the Instrument Management pages

Certification Management

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

Reviewing & Approving Results

  • Explain how to use the Work in Progress page
  • Explain how to configure result evaluation rules

QC Management

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