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System Administration for Orchard Enterprise Solutions

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

Note: This class is geared toward IT & System Administrators. If you are a Lab Administrator, we recommend you attend one of the Lab Administration classes that align to your Orchard enterprise product..

Class Dates

Class Information

  • July 9-11, 2024
  • August 20-22, 2024
  • October 8-10, 2024
  • November 12-14, 2024

Class Times

10:00 AM-4:30 PM (Eastern)

Class Level: New User
Role: IT & System Administrators
Orchard Products: Orchard® Enterprise Lab™, ** Orchard® Outreach, and/or Orchard® Point-of-Care™

Target Audience

System Administrators preparing to install an Orchard system at their facility or new to using Orchard’s enterprise solutions.

Class Level

System Administration for Orchard Enterprise Solutions 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 13.5 total contact hours (13.5 CMP points).

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

Class Overview

System Administration for Orchard Enterprise Solutions course is intended for new System Administrators who are preparing to install an Orchard enterprise 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.



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

Viewing Results

  • Retrieve and view patient results
  • Explain linked documents

Order Choices

  • Describe and configure order choices
  • Describe profiles


  • Describe order choice routing
  • Describe default lab lists
  • Configure routing rules

Result Delivery

  • Describe result delivery mechanisms
  • Configure result delivery

Insurance Configuration

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


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

Label Printer Configuration

  • Describe label printer options
  • Configure label printing rules


  • 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 & Troubleshooting

  • 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
  • Troubleshooting problems at order entry
  • Describe Orchard Superuser access
  • Describe synchronization