Matching Worklist Overview and Presets

 

Keep in mind that it is always better to create a search query with minimum information.  Too much information may lead to no result if a single character has been entered incorrectly.

1.  Open Matching worklist

2.  Matching worklist layout

  • Image search filters and preset- selections.
  • Image list – performed the study.
  • Thumbnail image viewing area.
  • RIS entry search filters and preset – selections.
  • RIS entry list – Scheduled study.

3.  Details layout

  • Date selection

  • Select date from the drop-down or use calendar to choose a date range.
  • Note: always use a date range (mandatory) when saving preset settings – without a date range, the database will time out if the search criteria are too big.  Narrow your search range with a date range as well as at least one additional criteria.

4.  Search options

5.  Possible search criteria to select from to refine your search.

  • Select a search criterion from the drop-down list.
  • Not all 3-search boxes need to be used.  Use either one or two or three.  Bear in mind – rather use the minimum information to perform a successful search.
  • The order of the columns can be changed by drag and drop to the required position.

 

6.  Image status

  • Image status can be selected to refine the search.
  • Preset choice
    • Unmatched
    • Merged
    • Matched

7.  Patient Unique ID

 

  • UID prefix can be selected from the Preset drop-down list.
  • Ensure that the prefix *  is selected if the study is not matched.  Incorrect prefix selection might result in an unsuccessful search result.

8.  Thumbnail view

  • To activate an image preview bar, tick thumbnail view.
  • Thumbnails of series populate in thumbnail view if a patient is selected.

9.  Content and buttons

  • View   to view the selected image (from the images list).

  • Modify  to modify certain information on the image. For example, UID, Patient Name, DOB, a etc.

  • Link    to link previous images from different PACS system or imported images to current images. (Link by replacing the old image UID with the new RIS entry UID).

  • Delete   to delete images.

  • Auto-match   to match image to orders automatically.

  • Match  to match images to orders manually.

  • Unmatch  to unmatch images from orders manually.

  • Merge  enables user to merge image data.

  • Unmerge  enable user so unmerge image data.

  • Split   enables a user to split images.

  • CD Burn enables a user to burn a CD from the matching worklist

  • Order  enables a user to place an order without a schedule (not recommended).

  • DICOM upload enables the user to upload images onto the PACS without using the PACS worklist

  • No report enables the user to add a dummy report to the examination which will bypass the rad.

  • Revoke to Examined  - for internal use by Continuum staff and other authorized personal only.

 

  • Search - enable the user to search the patient by criteria.
  • Clear – enable the user to clear the search criteria.
  • Save – enable the user to save preset settings.
  • Close – enable users to close the Matching worklist.

  • Configure - enable the users to configure the environment (not used on a regular basis)

 

10.  Sort by priority

  • If always sort by priority if ticked, the search will return a result, sorted according to priority.

 

11.  Result count

 

  • The number of search result reflect by count.
  • The number of search result per page can be changed by using the drop-down preset.
  • If the result reflects over more than one page, use right and left arrows to toggle to the next or previous result page.

12.  Performed study  - Column Headers

  • Select or deselect columns.
  • R-click on any column header to get the preset list of possible columns.
  • Make sure all the columns you might need have been selected.
  • Certain columns will be available by default
    • Match (default) - A matching status indication
    • E (default) - ER note
    • Status (default) - A status indication
    • Patient name (default) - will always display the patient's name
    • Patient UID (default) - will always display
    • Birthdate (default) - will always display
    • Age (default) - will always display
    • Gender (default) - will always display
    • Study date (default) - will always display
    • Accession # (default) - will always display
    • Exam description (default) - will always display
    • R - report or unreported indication
    • Other Patient ID - if a valid SA Id is available for the patient
    • Other Patient names - if additional names have been entered for the patient
    • Created Date - the date when the image has been created
    • Modality - an indication of which modality
    • Referring Physician - as entered on RIS
    • Institution - an indication at which institution the images have been created
    • Department - an indication at which department the images have been created
    • Bodypart - an indication of which body part as per protocol
    • Priority - if a priority has been selected on RIS
    • Patient class - can be selected to see if the patient is in-hospital or outpatient
    • Patient residency - can be selected to see the ward for in-hospital patients.
    • Specialty - will display the specialty
    • S/I - will display the series and image numbers
    • Storage Location - will display where the images have been stored
    • Study comment - will only display an entry if comments have been added
    • Reason - will only display an entry if notes have been made in the reason field on RIS
    • AE Title - will display the AE Title of the modality and or storage location where the images came from
    • Read Doctor - will display the radiologist's name who approved the report.
    • Assigned date/Time - will display the date and time if the study has been assigned
    • Smart Assign Tag - if a smart assign tag has been entered for the study, it will display
    • Columns that can be selected or deselected are:

 

 

13.  Context

  • Selection tick box – to select a single exam.

  • + or - will expand or hide the series for the selected exam

  • Match status Icon – give an indication of exam status.

  • Report Icon under R column if applicable – only when the report has been approved. A PDF report can be opened by clicking on the ICON.  This report can be printed and/or saved on the PC.

 

14.  Exam statuses

  • Red Icon is an indication that the study is unmatched.

  • Green Icon is an indication that the study is matched.

  • The small grey (text) square on the icon is an indication that a report has been approved on this examination, regardless of whether the study is matched or unmatched.

 

15.  Scheduled study -  search criteria

This bottom area will only display contents if the patient has been captured on the RIS system.

  • Order date/ schedule date / arrival date

  • Date range selection

  • Patient UID – select prefix according to the institution

  

  • Department – Select department from the drop-down selection list
  • Patient Name – Use patient surname
  • Modality – Select modality from the drop-down selection list
  • Accession number - use accession number to search the records
  • Station - select station from the drop-down selection list to filter the search according to the station as entered on the schedule chart.
  • SA ID - a complete SA ID can be used as a search criterion
  • Status – Select Status from the drop-down selection list (Unmatched / Cancelled / Matched)

16.  Preset scheduled study columns (RIS entries at the bottom of the page)

  • R-click on any column header in matching worklist > study area.
  • Select required column names from the pop-up.
  • Make sure DOB column is active – to ensure accuracy during matching and linking process.
  • Certain columns will be available by default.
    • Match
    • Status
    • Patient Name
    • Patient UID
    • SA ID
    • Age
    • Sex
    • Exam description
    • Columns to select or deselect are:

 

17.  Save preset settings

  • Choose required settings on Performed Study area and click search.
  • Choose required settings on the Scheduled Study area and click search.
  • Ensure that a date range has been selected.
  • Click Save to save the preset settings.
  • All chosen settings can be modified as needed.

Note:  Search Matching worklist with the minimum information needed to return a successful result.  Too much information might result in an unsuccessful query.

Suggestion:  Start with minimum information and add additional information if needed.

 

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