Result Settings - workload limits, safety checks, and reportability

Use Result Settings to control how many orders users can load at once, enforce documentation on critical/corrected results, and enable quality automations such as Delta Check, Reflex Rules, and Reportable Limits enforcement.

Workload and locking controls

Set hard caps on how many orders can be loaded simultaneously to reduce record locking and improve performance:

• Result Entry (edit): limit the number of orders a user can open for data entry.
• Review and Release (verification): limit the number of orders loaded for final review.
• Result Inquiry (read/print/transmit): limit the number of orders loaded for viewing/email/fax/print.

Tip: Keep Result Entry and Review/Release caps lower than Result Inquiry to avoid long locks and accidental mass edits.

Documentation requirements

• Require comment on Critical results
  • Forces users to enter a comment/notation when a result is flagged as critical (e.g., notification details).
• Require comment on Corrected results
  • Forces a reason/comment when issuing a correction or addendum.

These requirements strengthen auditability and accreditation compliance.

Quality rules

• Delta Check
  • Compares the current result to prior results for the same patient/test and flags significant changes based on configured thresholds.
• Reflex Rules
  • Automatically trigger additional tests based on result conditions and metadata.

Reportable Limits (OCL LIS unique feature)

• Enforce Reportable Limits
  • When enabled, the LIS honors test‑specific reportability constraints (e.g., unreportable ranges) defined in the Test Master (see: Test Master → Unreportable Results).
  • Out‑of‑policy values are blocked from release (users can configure custom alerts with special instructions) to prevent distribution of invalid or non‑actionable results.

📘 Instructions: Configure Result Settings

1. Go to Settings → Result Settings.
2. Set maximum orders per form/module:
   • Result Entry max
   • Review and Release max
   • Result Inquiry max
3. Enable documentation requirements:
   • Check “Require comment on Critical results.”
   • Check “Require comment on Corrected results.”
4. Turn on quality automations as needed:
   • Enable Delta Check (ensure thresholds are configured per test/profile).
   • Enable Reflex Rules (verify rule sets are active).
5. Enforce reportability:
   • Check “Enforce Reportable Limits” to apply Unreportable Results from the Test Master.
6. Save.

Best practices

• Limits: Start with conservative caps (e.g., Entry: 10–20; Review/Release: 25–50; Inquiry: 100) and adjust by role/workstation performance.
• Comments: Standardize reason codes/phrases for critical and corrected results; train staff on documentation expectations. See comment master file
• Delta Check: Calibrate thresholds per analyte and specimen type; exclude tests where biologic variability is high.
• Reflex Rules: Pilot with a subset of tests.
• Reportable Limits: Keep the Unreportable Results list in the Test Master current; document the override policy and who can authorize release.

Troubleshooting

• User can’t load more orders: The cap is working as designed—raise limits carefully or advise users to work in smaller batches.
• Constant Delta Check flags: Review thresholds and ensure unit consistency; consider widening limits or using percent‑change instead of absolute.
• Reflex didn’t fire: Confirm rule activation, condition logic, and that prerequisite fields/results were present at the time of evaluation.
• Result blocked as unreportable: Check Test Master → Unreportable Results for that test.