Instructions for Use

Worklist

Active Case View displays the list of active cases with case information. Details of the cases displayed include the following columns:

Case number
MRN #
Internal Accession #
Accession Date
Name
Sign Out Date
DOB
Gender
Diagnosis
Pathologist
Parts
Slides
Priority
Status
Actions
Hospital (If Remote Consultation Requested)
Referral Accession # (If Remote Consultation Requested)

The User can select cases from several categories displayed on the Dashboard and include the following depending on the status of the case:

Active Cases: Contains cases that are newly created, in draft, or in progress and can be found here and can be searched/filtered within the case list
Draft Cases: Contains Cases in draft.
New Cases: Newly created cases, which are ready to be assigned to Pathologist
In Progress Cases: Cases which are assigned to a Pathologist but not yet signed out or completed.
Completed Cases: Contains Cases signed out by the Pathologist and a report has been generated.
Bookmarked Cases: Cases can be bookmarked from any of the lists
Archived Cases: Bookmarked cases can be archived and removed from the list and then appear in the Archived Cases tab

Cases can also be categorized according to priority of the case that is set during case creation and include

Stat
Rush
Routine

Actions

By navigating to the ellipsis (the three-dot icon) located on the far right-hand side of the interface, users can access several case-level actions, depending on the permissions defined by their role. These actions include:

1. Information (Info):

Under the "Actions" menu in the case grid view, selecting 'Info' displays all details of the case, including the Accession Number, Patient details, Hospital information and complete accession details including Part/Specimen ID, Specimen Site and Gross Description. This option provides a comprehensive overview of the case's information at a glance.

2. Edit:

In the case grid view, under "Actions," the 'Edit Case' option enables users to modify case details or add more slides to the Accession section. This is useful for updating or expanding case information.

3. Bookmark:

Users can bookmark a case, making it easier to find and reference in the viewer or vice versa. This helps streamline case review and management.

4. Manage:

This option allows the user to manage the case through a pop-up window. Within this window, users can view all slides uploaded to the case, along with associated labels, thumbnails, and other relevant details.
Additionally, users can perform various actions, such as:
- Tag the Slide: Add specific tags to slides for easier categorization.
- Transfer a slide to another case and add a specific reason for the transfer
- Flag Under a Platform: Mark slides for specific platforms, such as educational or research use.
- Push to Educational or Research: Directly move the case or slides to educational or research repositories.

5. Delete:

Users with the Administrator or Coordinator roles can delete a case.

2. Assign Pathologist:

In the case grid view, under the "Actions" menu, the 'Assign Pathologist' option allows the user to assign the case to a specific pathologist.
Users need to fill in the pathologist's email ID and include a message before clicking 'Send Invite' to complete the assignment.

6. Filters, Search, and Mouse Hover Dashboards:

Filters: Sort cases based on criteria such as Section, Pathologist, and Hospital. This filtering system helps users quickly locate specific cases based on their attributes.
Search: Use the search function to find cases using patient first and last names, PP ID, or section.
Mouse Hover: Hover over each option to sort cases based on their status and priority, allowing for quick assessments of case progress.

By using these features, users can effectively manage cases, streamline workflows, and ensure that the necessary actions are completed efficiently.

Other Options

Within each dashboard tab, several options are available to help users navigate and search through their cases efficiently. These options include:

1. Search Bar:

The search bar allows users to quickly find cases by entering specific details such as PPID, MRN number, Accession date, and more. Simply type in the relevant information to narrow down the list of cases to the ones matching the search criteria.

2. Filter Option:

The filter option enables users to sort cases based on various categories, such as Pathologist, Section, Hospital and Tags.
To use the filter, select the desired category, then enter the corresponding value in the adjacent field. This will display only the cases that match the specified criteria, making it easier to locate specific cases within a large list.

3. Upload Case:

The "Upload Case" option navigates the user to the Case Creation page, where they can create a new case and upload the associated slides. This function streamlines the process of adding new cases to the system and ensures that all necessary information and slides are included.

4. View Completed Cases:

By selecting the "View Completed Cases" option, users can access a list of all cases that have been marked as completed. This view provides detailed information for each completed case, allowing users to review the final outcomes and statuses.

5. Refresh Case List:

The "Refresh Case List" option updates the current list to reflect the latest changes, such as status updates or newly added data. This ensures that users are always working with the most up-to-date information when managing and reviewing cases.

These features are designed to provide users with efficient tools for managing, searching, and navigating their cases, enhancing workflow and case handling accuracy.