Managing and transferring sample collections

You can manage sample collection and record sample collections. You can only do this on a desktop.

Users with permissions to assign collections, for example Phlebotomy managers, can assign sample collection tasks to their team.

Users with the right permissions can assign and unassign collection tasks, for example, if the user could not complete the task, to other team members.

Managing and transferring sample collections on a mobile

You can't do this on a mobile.

Managing and transferring sample collections on a desktop

  1. Select > Collection Pages.

  2. Select Manage Collections.

  3. Select the campus, ward, and collection service.

    • Select Clear to restore the default options.

    • Select to view patients grouped by campus and/or ward.

    • Select to filter other columns.

    • Select to organise content into ascending or descending order.

  4. Select one or more patients from the list on the left.

  5. If your team only contains permanent members of staff, select a member of staff from the list on the right.

    • Select a staff member to assign the collections.

    • Or, type to search for a staff member. Select to clear.

    • Or, mouseover First Name or Last Name and select . You can then type to search for a first name or last name.

    Or, if your team contains both permanent and bank staff, select Manage Team.

    • Select permanent members of the team from the list.

    • To select bank staff, find their name and select ...more.... Then select the collection service.

  1. To assign a collection, select Assign Collection.

    Or, to unassign a collection, select Unassign Collection.

  1. Select > Collection Pages.

  2. Select Manage Collections.

  3. Select the campus, ward, and collection service.

    • Select Clear to restore the default options.

    • Select to view patients grouped by campus and/or ward.

    • Select to filter other columns.

    • Select to organise content into ascending or descending order.

  4. Select one or more patients from the list on the left.

  5. If your team only contains permanent members of staff, select a member of staff from the list on the right.

    • Select a staff member to assign the collections.

    • Or, type to search for a staff member. Select to clear.

    • Or, mouseover First Name or Last Name and select . You can then type to search for a first name or last name.

    Or, if your team contains both permanent and bank staff, select Manage Team.

    • Select permanent members of the team from the list.

    • To select bank staff, find their name and select ...more.... Then select the collection service.

  1. To change the collection service, select Change Collection and select a new collection service.

You can view and manage your assigned collections.

  1. Select > Collection Pages > Collections.

  2. Select a patient to view their outstanding collections.

  3. You can record samples collected, partially collected, and not collected.

    Read about recording collections