hr.universityhealthsystem.comhr.universityhealthsystem.com/purchasing/pdf/862.pdf · Centrifuge,...

University Family Health Center- Southwest Laboratory November 2011

Equipment List

Chemistry ♦ Bayer Advia 1200 chemistry analyzer ♦ Silencer 2110 Centrifuge ♦ Siemens Elga Medica Water System Hematology ♦ Sysmex XT-1800i ♦ Bayer Hematek slide stainer ♦ Nikon Microscope ♦ Streck Sed Rate system (eSR auto plus) Urinalysis ♦ Bayer Clinitek 500 ♦ Nikon Microscope Point of Care ♦ Anticoagulation Clinic – Roche CoaguChek XS Plus

University Family Health Center- Southeast Laboratory November 2011

Equipment List

Chemistry ♦ Bayer Advia 1200 chemistry analyzer ♦ GFMD Silencer Centrifuge ♦ Siemens Elga Medica Water System Hematology ♦ Sysmex XT-1800i ♦ Bayer Hematek slide stainer ♦ Nikon Microscope ♦ Streck Sed Rate system (eSR auto plus) Urinalysis ♦ Bayer Clinitek 500 ♦ GFMD Silencer 2110 Centrifuge Point of Care ♦ Anticoagulation Clinic – Roche CoaguChek XS Plus

University Health System, Robert B. Green Campus Laboratory November 2011

Equipment List

Chemistry ♦ Siemens Advia 1200 Chemistry analyzer ♦ Silencer 2210 Centrifuge ♦ Silencer 2110 Centrifuge ♦ Siemens Elga Medica Water System Hematology ♦ Sysmex XT-1800i ♦ Beckman Coulter TOP 500 Coagulation Analyzer ♦ 2 Nikon microscopes ♦ Hematek slide stainer ♦ Streck Sed Rate system (ESR auto plus) ♦ Fisher Horizon Plasmafuge ♦ MES SQA-V Urinalysis ♦ Clinitek 500 Urinalysis Analyzer ♦ 1 Nikon microscope ♦ Silencer 2110 Centrifuge Point of Care ♦ Respiratory Therapy – Abbott iSTAT ♦ Radiology Imaging – Abbott iSTAT ♦ Anticoagulation Clinic – Roche CoaguChek XS Plus

University Family Health Center – Northwest Laboratory

Equipment List Chemistry ♦ Bayer Advia 1200 chemistry analyzer ♦ GFMD Silencer 2110 Centrifuge Hematology ♦ Beckman Coulter LH 500 hematology analyzer ♦ Bayer Hematek slide stainer ♦ Nikon Microscope ♦ Tube rocker ♦ Streck Sed Rate system Urinalysis ♦ Bayer Clinitek Status ♦ Becton Dickinson Dynac III centrifuge

University Family Health Center – North Laboratory November 2011

Equipment List

Chemistry ♦ Bayer Advia 1200 chemistry analyzer ♦ GFMD Silencer 2110 Centrifuge ♦ Siemens Elga Medica Water System Hematology ♦ Sysmex XT-1800i ♦ Bayer Hematek slide stainer ♦ Nikon Microscope ♦ Streck Sed Rate system (eSR auto plus) Urinalysis ♦ Bayer Clinitek Status ♦ Becton Dickinson Dynac III centrifuge Point of Care ♦ Anticoagulation Clinic – Roche CoaguChek XS Plus

University Center for Community Health Laboratory November 2011

Equipment List Chemistry ♦ Bayer Advia 1200 Chemistry analyzer ♦ 2 Primus Ultra2 A1c analyzers ♦ 2 GFMD Silencer 2210 ♦ Siemens Elga Medica ♦ Beckman Coulter Airfuge Hematology ♦ Ysmex XT-1800i ♦ Bayer Hematek slide stainer ♦ Nikon Microscope ♦ Streck Sed Rate system (eSR auto plus) Urinalysis ♦ Bayer Clinitek 500 ♦ Becton Dickinson Dynac III centrifuge ♦ Nikon Microscope Point of Care ♦ Anticoagulation Clinic – Roche CoaguChek XS Plus

Pathology Services

Equipment List

Section: Virology/Immunology/Molecular Revised Date: 11-14-2011

♦ Roche Ampliprep-TaqMan 96 System (1) ♦ Gen-Probe Tigris (1) ♦ Eppendorf Thermocycler (1) ♦ Luminex Prima (1) ♦ Biomerieux EasyMag (1) ♦ AB Geneamp PCR System 9700 (1) ♦ Tecan Infinite F200 (1) ♦ Siemens Centaur Advia XP (1) ♦ DSX System (2) ♦ Biomerieux MiniVidas (2) ♦ Centrifuge, Thermo Sorvall (1) ♦ Centrifuge, Silencer, refrigerated (1) ♦ Centrifuge, Silencer (1) ♦ Cytocentrifuge, Shannon (1) ♦ Microfuges (2) ♦ CO2 incubator, Fisher (1) ♦ Tabletop incubators (2) ♦ Light microscopes (3) ♦ Fluorescent microscope, Nikon (1) ♦ Laminar flow biohazard hoods (4) ♦ Dead air box (4) ♦ Ultralow freezers (3) ♦ Refrigerators (9) ♦ Serological rotators (3) ♦ Serological vortexors (9)

of 3

Pathology Services

Equipment list

Section: Histocompatibility & Immunogenetics Revised Date:11/15/11

EQUIPMENT

QUANTITY

Analyzer, 310 Genetic Abi Prism Applied Biogsystems 1

Balance, Trip Harvard Ohaus 4

Centrifuge, Beckman Coulter Allegra 6 1

Centrifuge, Hermle Z 383 3

Centrifuge, Jouan C412 1

Centrifuge, Micromax, Iec 2

Centrifuge - Phenix Quick Spin 7

Centrifuge - Sorvall ST40 2

Controller, Autoscope Robins Scientific (Blue Box) 4

Cytometer - Facscanto, Flow Cell Separator - Becton Dickinson 1

CYTOMETER - FACSCAN, FLOW CELL SEPARATOR - BD

1

Electrophoretic Chamber, Hoeffer 2

Freezer, Imperial By Northland 1

Freezer, Ultralow So-Low 3

Freezer Thermo Scientific Revco Ultima Plus 2

Freezer Thermo Scientific Revco Ultima Elite 1

Freezer-Kenmore 1

Gel Doc-It Imaging System 1

of 3

Geneamp Pcr System Applied Biosystems 4

Geno M-6, Extracter - Genovision 1

Gyrotwister - Labnet 1

Harvester, Cell – Fisher Mate 1

Hood, Forma Laminar Airflow - Thermo 1

Hood, Safe Aire - Fisherhamilton 1

Ice Maker, Hoshizaki 1

Illuminator, Viewer – Graphics Design

11

Incubator – Barnstead Labline 1

Incubator, Co2 Shel Lab 1

Invitrogen E-Base 4

Labscan 100 1

Light Source, Carl Zeiss 4

Maxwell 16 DNA Extractor 1

Meter, Ph Denver Insturment 1

Micromix 5 - Dpc 1

Microplate Scintillation Luminasence Counter – Perkin Elmer 1

Microscope, Carl Zeiss Axio 1

Microscope, Carl Zeiss Mod.Axiovert 100 Tv 1

Microscope, Carl Zeiss Mod.Axiovert S100 Tv 1

Microscope, Light - Zeiss 1

Microscope, Light- Unico 1

Mixer, Vortex Genie Z 9

Nano Drop, Nd-1000 Spectrophotometer 2

Pipet Aid 2

Refrigerator - Phenix Sci Cool 2

Refrigerator - Summit Mini 1

of 3

Refrigerator - Lab Research Products 1

Refrigerator Freezer GE 1

Rotator – Robbins Scientific 1

Scale, Digital Mettler AE100 1

Serum Loader, Art Robbins Instruments, 72 Well 1

Stirrer, Corning Pc-353 1

Stirrer/ Hotplate - Corning 1

Stirrer/Hotplate - Isotemp 1

Syringe Dispensing System, Landa Jet Iii Mt 2

Tray Oiler – Robbins 1

Ultra Sonic Cleaner Fs20h Fisher 1

Vacuum Pump Kit 1

Water Bath, Isotemp Fisher Scientific 5

Zapper Bd-20-A

10

Pathology Services

Equipment list

Section: Hematology Revised Date: 11/8/11

♦ HST-XE-5 (2) Total Hematology Automation System: ♦ XE-5000 Sysmex Hematology Analyzer (2) ♦ SP 1000i Sysmex Slide maker/Stainer

♦ 2 Beckman Coulter IL TOP Coagulation Analyzers ♦ 1 Chrono Log Platelet Aggregometer – 4 channel ♦ 2 Cytospin 4 ♦ 6 binocular microscopes ♦ 1 5-headed microscope ♦ 2 6-headed microscope w/ camera ♦ 2 Centrifuges ♦ 3 Refrigerators ( 1 2-door, 1 3-door, 1 upright w/ freezer compartment) ♦ 2 Freezer – (-70 degree) ♦ 1 Coleman/Bacharach Spectrophotometer ♦ 2 ESR-Auto Plus Analyzer ♦ 1 Aura 550 Fume Hood ♦ 1 Water Bath (37 degree) ♦ 1 Water Bath (56 degree) ♦ 1 Heat Block (Labline) ♦ 1 Microhematocrit Centrifuge ♦ 2 Hema-Tek Stainers ♦ 1 Dade Behring PFA 100 Platelet Function Instrument ♦ 1 Accumetrics Verify Now Instrument ♦ 1 BD Canto II- Flow cytometer

1

Pathology Services

Equipment list

Section: Chemistry Revised Date: 11-8-11

Main Chemistry Quantity Siemens Advia 1650 2 Centrifuges 2 Refrigerators 4 Freezer 2 Advia Workcell 1 STAT spin Centrifuge 3 Special Chemistry Quantity Siemens Centaur XP 2 Siemens Immulite 2500 1 Siemens Immulite 1000 1 Sebia Hydrasis 1 Abbott TDx Flex Analyzer 1 Silencer Centrifuge, refrigerated 1 Refrigerators 2 Freezer 1 Centrifuges Stat Spin 1 Waterbath 1 Fume Hoods 1 Genesys 6 Spectrophotometer 1 Abbott Architect i1000 1 Silencer Centrifuge 2210 1 Urinalysis Quantity Siemens Advia Urinalysis Workcell 1 Refractometer 4 Fiske 2400 Osmometer 1 Microscopes 2 Centrifuge 2 Refrigerator 2 Corning pH Meter 1 Adeza T Li Q 1 Advanced Instruments Osmometer Model 2020 1

2

Equipment list Section: Chemistry

Revised Date: 11/8/2011 NICU Nursery (5th Floor) Quantity IL Gem Premier 3000 2 Cooximeter: IL 682 1 Bilirubinometer Reichert-Jung 2 Whole Blood Glucose Monitor 2 Centrifuge 1 Refrigerator 2 Microhematocrit Centrifuge 2 iSTAT Analyzer MN 300 1 Used by NICU Transport Team Emergency Center (Sub-Level) Quantity Siemens AUW Workcell 1 IL GEM Premier 3000 1 Microhematocrit Centrifuge 2 + 1 Back up Whole Blood Glucose Meter 2 Centrifuges 3 Microscope 2 Refractometer 1 Refrigerator 1 BD MicroProbe Processor 1 (Not in use – being validated) Blood Gas Laboratory – (11th Floor) Quantity Cooximeter: IL 682 1 IL Gem Premier 3000 2 Whole Blood Glucose Meter 2 Microhematocrit Centrifuge 1 Medtronic ACT Plus Analyzer 1 Medtronic Hepcon HMS Plus Analyzer 3 Refrigerator 1 Operating Room 2nd Floor

Quantity IL Gem Premier 3000 1 STICU

Quantity IL Gem Premier 3000 1

Pathology Services

Equipment list

Section: Transfusion Services Revised Date: 05.21.10

♦ 9 Heat blocks ♦ 11 Immufuge ♦ 3 plasma thawer ♦ 2 Sterile docking device ♦ 8 Refrigerators ♦ 9 Freezers ♦ 4 Platelet Incubator ♦ 3 Cell washers, table top ♦ 4 Specimen centrifuge ♦ 1 Cobe cell washer ♦ 1 Irradiator ♦ 1 Water bath (37C) ♦ 3 Weigh Scales ♦ 2 Heat Sealer ♦ 1 BioRad Automated ABO and Antibody Screen ♦ 1 Rees Centron Alarm System ♦ 3 Microscopes ♦ 5 MTS Centrifuges (Ortho Gel Testing) ♦ 4 TEG Instruments ♦ 6 Platelet Shakers ♦ 1 Platelet Rotator ♦ 7 View Lamps ♦ 2 Digital Timers

Pathology Services

Equipment list

Section: Donor Services Revised Date: 11/14/2011

♦ 6 Donor chairs ♦ 2 Apheresis Chairs ♦ 8 Sealers ♦ 2 Spectra blood warmer ♦ 2 Spectra apheresis instrument ♦ 2 Single needle adapters ♦ 2 Trima collection system ♦ 4 Donormatics ♦ 3 Hemocue 301 ♦ 4 Weight scale ♦ 1 BioStor Rapid Plasma freezer ♦ 2 Jouan KR4i Floor model centrifuges ♦ 6 Mobile chairs ♦ 5 Mobile equipment carts ♦ 3 WelchAllen digital thermometers ♦ 6 Sebra Trip scales ♦ 1 Dodge Van (mobiles) ♦ 2 Platelet Shakers ♦ 1 Juice refrigerator ♦ 2 WelchAllen Automatic BP Machines

Pathology Services

Equipment list

Section: Microbiology Revised Date: 11-14-2011

♦ BACTEC FX (6) ♦ Vitek 2 (1) ♦ MGIT 960 (1) ♦ Sonicator (1) ♦ Gen Probe Luminometer Leader 50 (1) ♦ Anoxomat Anaerobic System (1) ♦ Biological Safety Cabinets (4) ♦ Fume Hoods (3) ♦ -70oC Freezer (3) ♦ Walk-in incubator 35°C-37°C (2) ♦ Walk-in cold room 2-8°C (1) ♦ Refrigerators (4) ♦ Incubators, table top (3) ♦ CO2 Incubator (3) ♦ Centrifuge, Cytospin (1) ♦ Centrifuge, table top (3) ♦ Waterbath (3) ♦ Heating blocks (5) ♦ Light Microscopes (6) ♦ Fluorescent Microscope (1) ♦ Cepheid GeneXpert (1)

of 6

REQUEST FOR PROPOSAL Instructions: Place an ‘X’ in the appropriate column for each question. Comments can be inserted directly beneath the question. Key for columns:

Y = Available A = Alternative Solution F = Future C = Custom (additional cost) N = Not Available DESIRED FUNCTIONALITY and RESPONSE Y

F

A C N

HLA APPLICATION FEATURES AND FUNCTIONS ACCESSIONING Does the system support the daily routines for HLA laboratory? Is there a customizable screen to log in patient/donor demographics at time of

accession?

Does the system support matching of user-defined patient demographic fields for:

- determining if a new patient? - adding encounter to existing patient? Does the system support warnings for duplicate patient identifiers (ex.

duplicate SSN/MRN)?

Does the system support the ability to merge patient records that are determined to be duplicates?

Does the system support the ability to locate specific patient records using multiple criteria (e.g. partial last name, first name, hospital, status, MRN, SSN, UNOS#, Patient ID, DOB, etc.)?

Is entry of the following patient demographic information supported? • MRN? • SSN? • Last Name? • First Name? • Middle Name? • Gender Code? • Race Code? • Is patient ethnicity field selectable from a drop down menu? • Patient address • DOB? Is the patient age calculated based on DOB entered? Can the following information also be entered? • Diagnosis Code? • Family? • Comments? • UNOS Number? • ABO? • RH and subtype? • Relationship (ie: patient, sister, mother…)? • Transplant Status (ie: Initial eval, approved, post transplant)?

of 6

DESIRED FUNCTIONALITY and RESPONSE Y

F

A C N

• Category (Renal, Heart, Liver…)? • Client Type (identifies which program the patient is associated with) • Deceased Y/N? • Insurance Information? Are patient records that are locked on edit still available to be viewed by

additional users with a message indicating record is in use?

Does the system provide the ability to link patients to one another (i.e. family member linking)?

Can patients be categorized in multiple ways? Does the system support electronic ordering of tests by offsite clients? Does the system support the ability to enter and create orders? Does the system support the ability to edit existing orders? Does the user have the ability to cancel existing orders? Can the user identify enter order priority (stat or routine)? Does the system support the ability to save ‘in process’ orders and return to

complete them at a later time?

Does the system indentify order status – pending, completed, reported, or cancelled?

Can patients be linked to donors for billing (registering the donor with the patients as the guarantor)?

Can order sets be built based on transplant type? Does the system support the ability to attach images to patient record? Does the system support the ability to track "no show" patients/specimens? Does the user have the ability to access patient history? Can the user enter the following Order data? • Order Date? • Hospital ward? • Ordering Physician? • Patient medication? • Reason for Testing • Billing Code • Cancellation date/time? • Cancellation Reason Does the system capture the following specimen information? • Collection date/time? • Receipt date/time? • Sample Category Code? • Sample Type? • Number of Aliquots • Specimen rejection flags? • Are Specimen rejection flags searchable for QA purposes? • Unacceptable Indicator? • Reason why specimen is unacceptable? • Comments? • Research Study Number? Can the user access the specimen tracking record for specimen? Can specimens be tracked by patient? Can specimens be tracked by batch? Can specimens be tracked by test?

of 6


F

A C N

Can specimens be tracked by date? Does the system support entry of patient orders directly in the system either

manually or by way of interface.

Can the user add/modify/cancel test orders with automatic update to other system (bidirectional)?

Can the user order tests directly into system? Can the user cancel/modify/change priority of test orders directly in system. Can the system generate labels automatically? - Specimen labels? - Reagent labels? Can the user generate labels ad hoc? - Specimen labels? - Reagent labels? PATIENT RECORD – HLA SPECIFIC Does the system support the ability to maintain the HLA typing as a part of

the patient record?

Can the user record the following as part of the patient record? - acceptable antigens? - unacceptable antigens? - weak antibodies? Does the system support creation of a Patient/Donor link that describes their

relationship, permits recording of transplants, and allows changes to which donor(s) are currently active for the patient?

Can the system provide the ability to capture peak and latest PRA results and record sample dates associated with the PRA as part of the patient record?

Can the user enter a transplant center as part of the patient record? Is the HLA system patient record linked to all patient and corresponding

donor results?

WORKLISTS/TEST ASSIGNMENT Does the system support generation of worksheets and face sheets for result

entry of raw data?

Can the user generate batch worklists by test name? Can the user generate batch worklists by technologist? Do batch worklists contain test information and other user-defined

information?

Does the system provide the ability to track batches? Does the system support assignment of a test to a technologist or work area? Does the system support assignment of a batch to a technologist or work area? Can the user generate user-defined, customizable worksheets? Can the user to modify templates for worksheets? Can worksheets for pending tests be generated?

TESTING Does the system support documentation of repeat testing? Can the system capture processing times as a part of turnaround time

of 6


F

A C N

statistics? Is Workup information captured? Can scores information be captured? Are positive controls supported? Can the Tray Lot be captured? Can typing trays, screening trays, primer kits, and blot probe kits be

inventoried?

Does the HLA system support cross matching for donor/recipient testing? RESULTING Can the user review results by batch? Can the user review results by patient? Can the user review results by test? Can the user order additional testing? Will updates to antibody result information which occur within a specified

time from verification of the update be flagged?

Is custom sorting of patient HLA antibodies supported? Can the user define reflex testing? Does the system allows selection of the method for reflex testing? Can the system automatically order reflex testing? Does the system support internal comments which are not reportable? Can internal comments be tagged as alerts that "flash" when the case is

open/reopened?

Can "Sticky Note" type comments appear in user-defined fields/screens? Can the user enter, track and report significant patient clinical events/history? Does the user have easy access to a chronology of significant patient clinical

events/history?

Upon review, can the user enter desired consult by another user? Is the user notified if another user has requested consult on the case? Are final review, verification and sign-out of results definable by security

level?

Does the system support user-defined "canned" comments? Can the list of "canned" comments be edited by the user based on defined

security level?

Can HLA assays that require a pathologist’s signature be addressed and reported?

Are HLA phenotype results included in patient records? Does the HLA system integrate with other LIS modules in order to retrieve

pertinent information such as CBC and differential results or transfusion history?

Are there provisions for capturing and displaying results of HLA antibody studies in selected patient records?

SPECIMEN STORAGE Is on line storage supported for DNA, Cell Bank and Sera Bank? Does the system support the ability to record and track sample freezer

inventory and location by barcode, and track the number of aliquots used or available?

of 6


F

A C N

SPECIMEN STORAGE Does the system support the ability to assign storage location? Does the system support the ability to generate a report of specimens in a

storage location?

Can the user assign a sample to a freezer? Can the user assign a sample to a shelf? Can the user assign a sample to a rack? Can the user assign a sample to a box? Can the user assign a sample to a row? Can the user assign a sample to a column? Can the user enter storage comments? Is a tube discard indication supported? QUERY Can the user query the donor/recipient database for organ matching? REPORTING For individual test reports, does the system support the ability to flag the

following:

(a) High resolution HLA typing for ambiguities of “clinical significance”? (b) Family typing for crossovers and greater than four haplotypes? (c) Inconsistencies between serologic and DNA typing? (d) NMDP coding? Can the user create cumulative reports for the following: (a) Patient PRA history? (b) Solid organ or bone marrow transplant history? (c) patient/donor HLA typing? (d) Program/physician BMT HLA typing report? Is batch printing supported for patient transplant and PRA histories report? Can haplotypes be reported? Does the HLA system enable the user to build and modify the reports

necessary for clinical and departmental reporting?

Does the system support a process for appending a person’s haplotype and reissuing the new result with a reason for the change?

Can the user record results of multiple related tests on same specimen without reporting until results are correlated and ready to report?

Can the user format a summary review of user-defined selected results on one page to produce final report?

Can the user select and/or report final results from the summary review page? Does the system support generating exportable reports of clinical information: - electronically? - hard-copy reports? - on-demand? - scheduled? Can the system access multiple files, tables, records, etc. to generate reports? Does the system allow the user to write user-defined parameters for query that

generates reports?

Can the user develop user-defined ad hoc reports and generate specific reports

of 6


F

A C N

as needed? Can the system recall a previous report, as it was originally reported, at a later

day/time?

QUALITY CONTROL Does the system allow the user to build/designate a quality control specimen? Does the system allow the user to define acceptable quality control values and

ranges?

Can the user generate reports of quality control results? Can the system display quality control results graphically? Does the system allow the user to define date ranges for quality control

reporting and graphs?

Can the user input quality control values - date ranges, instrument values, etc? INTERFACES Does the system support incoming test order requests? Can the system electronically share and receive patient data with internal or

external systems?

Are HIS interfaces HL7? Capable of interfacing with our existing instruments. Does the system have the ability to bi-directionally interface with laboratory

instruments?

Does the system support the ability to review test results from instruments before posting to the LIS?

Can the system interface or connect with UNOS (donor/patient application)? Does the Results interface support PDF Result Reports? BILLING Capture billing information. Ability to link patients to donors for billing (registering the donor with the

patients as the guarantor).

Is use of cost accounting on CPT codes for QA supported? Does the system support entry of a test and holding of charges while testing

proceeds?

Does the system support the ability to hold billing for later? Does the system support an electronic reminder to bill? Does the system support the ability to credit billing on specific orders or tests? Does the system support the ability to distinguish billing for Medicare and

non-Medicare patients?

Does the system support ICD9 and ICD10 compliant diagnosis codes? Can the user define flexible pricing to allow variable pricing based on the

customer (patient or hospital)?

Does the system support insurance verification & co-pay determination? Does the system support electronic payment collection?

of 18

REQUEST FOR PROPOSAL

Instructions: Place an ‘X’ in the appropriate column for each question. Comments can be inserted directly beneath the question. Key for columns:

Y = Available A = Alternative Solution F = Future C = Custom (additional cost) N = Not Available

DESIRED FUNCTIONALITY & RESPONSE Y F

A C N

GENERAL LABORATORY APPLICATION FEATURES AND FUNCTIONS

A REGISTRATION/ORDER ENTRY

Does the LIS provide easy movement through the patient inquiry, registration, order entry, and specimen log-in functions?

Are the following data items available for manual-entry of registration data:

a. Medical record number b. Account number c. Patient name d. Date of birth e. Age f. Admitting physician g. Ordering physician h. Other physician i. Sex j. Home phone number k. Patient location l. Diagnosis m. Social security number n. ICD-9 code Are the following data items available for interfaced transactions?

a. Medical record number b. Account number c. Patient name d. Date of birth e. Age f. Admitting physician g. Ordering physician h. Other physician i. Sex j. Home phone number k. Patient location l. Diagnosis m. Social security number Is retrieval of patient records by patient last name supported?

of 18


A C N

Is retrieval of patient records by partial (e.g. first few letters) patient last name supported?

Is a soundex lookup method supported for patient record retrieval when patient name spelling is uncertain?

Is patient selection for inquiry by “paging” and “scrolling” through patient names listed on screen supported?

Support merging of patient records only by authorized user with audit trail.

Can “John Doe” patients be registered?

Can infant ages be recorded?

Can age be computed from DOB?

Can multiple physicians be entered and reported to on a requisition?

Can physicians be added that are not on file?

Can diagnosis be a required field?

Can the user order additional test on samples already received and processed in the laboratory?

Can special comments be entered at order entry?

Do phlebotomists have access to these comments?

Can there be required information prompts for tests? Example: Patient height and weight for creatinine clearance must be entered.

Can user-defined standard order sets be maintained for quick order entry.

Is there a dictionary lookup screen for test codes?

Is test lookup by test synonym or test name supported?

Is the ability to correct a field on a screen without having to redo the entire transaction supported?

Can standing orders be entered?

Are multiple priorities supported?

Can a single order support entry of tests with a mixture of priorities (e.g. stat glucose and routine CBC)?

Can patients be given a pre-admit status to allow retention of preadmission testing prior to admission thus allowing use of only one account number?

of 18


A C N

Is duplicate order checking:

a. Defined by test b. Done for a user-defined time period c. Flagged at order entry d. Test to profile e. Profile to profile Can the user easily and efficiently cancel a test or order from the LIS, if necessary?

Is comment entry required at test cancellation?

Can test priorities, collection dates, times, and/or comments be edited without canceling and reordering tests?

Can LIS automatically assign accession numbers?

Does LIS retain date/time/login ID for procedure:

a. Ordered? b. Collected? c. Received in lab? d. Resulted? e. Verified? f. Canceled? g. Corrected? Ability to alert the user to medically unnecessary ordered tests/procedures/exams

Ability to produce an ABN (advanced beneficiary notice)

a. Ability to alert the user that an ABN is needed for any test

b. Ability to print an ABN immediately when an order is placed, for any test/procedure/exam that is not covered by Medicare based on the diagnosis given

c. Ability to document on-line that a ABN was signed

Ability to track and analyze test ordering patterns:

Order entry:

Ability to enter an order comment with:

1. Free text 2. Coded comment Ability to cancel a test:

a. Before a specimen is received in the lab b. After the specimen is received in the lab c. During the specimen verification/receipt process

of 18


A C N

d. After test is reported e. System always prompts for cancellation reason. f. System automatically captures user ID who cancelled order. g. LIS allows free text for reason for cancellation. h. LIS allows coded comments for reason for cancellation. Can the system allow for a status change transaction from the HIS to be

incorporated?

In the order entry feature, can multiple diagnoses be input on a single order?

B SPECIMEN PROCESSING

Can the user determine which default window will be active for phlebotomy options?

Are collection labels and lists printed based on:

a. User-defined routes? b. Specimen priority? Can collection labels be reprinted at any time?

Can the user print labels for multiple orders at a time?

Do special test instructions and/or order entry comments appear on collection labels?

Allow for display and printing of collection lists/information by:

a. Status (i.e., STAT, routine, ASAP, timed) b. Nursing units c. Defined routes (i.e., grouping of nursing stations or departments) Print collection lists and labels with these functions:

a. Automatically at predefined times b. Automatically for STATS c. Automatically based on timed/scheduled draws d. On demand e. Combine routine orders with timed, STATs, or other priorities based on

user-defined time frame (i.e., if a STAT is ordered, the system looks 30 minutes back and ahead for routine orders and prints the label for the STAT and the routine tests so all can be drawn together)

Print the following label types

a. Aliquot b. Slide (for AP and Micro) Allow the choice of the following data types on the collection lists and labels:

a. Patient name b. Location c. Test name or code d. Specimen / Accession number

of 18


A C N

e. Priority f. Container type and volume required g. Test specific comments h. Order specific comments i. Scheduled draw time j. Age k. Sex l. Ordering physician (code or name) Label print layout:

a. LIS allows users to define label layout Support the following during the collection verification process:

a. Coded comments – specimen / collection related b. Free text – specimen/collection related c. Entry of a specific collector’s initials different than the user verifying d. Default of collector’s initials based on log in e. Entry of actual collected date and time f. Batch verification of a specific collection list g. At time of batch collection/receipt can the user easily exclude specific

specimens?

h. Ability to reject a specimen individually by collection container during (i.e., if an order contains 3 container types-purple top for a CBC and retic, red top for a Lytes, a blue top for a Protime, and all have the same collection, specimen or accession number, can the purple top be rejected and not verified?):

1. An automatically created collection batch verification process 2. A manually created collection batch verification process 3. A single patient collection verification process Automatically calculate the correct number of labels needed based on:

a. Test ordered b. Tube size and recoverable specimen volume c. Specimen volume needed d. Testing Lab location e. User can print a specific number of labels for a test no matter the tube or

specimen volume needed

Can labels be generated and how are labels generated in your LIS?

Reassign inadequate or improperly collected specimens to appropriate collection lists

Print specimen labels: a. At time of requisition b. On demand c. Reprint 1. An entire collection run by collection list 2. All tests for a specific patient 3. A specific specimen Change priority without reordering test

of 18


A C N

Can your system restrict recollection of already verified specimens?

C POSITIVE PATIENT IDENTIFICATION Provide hand held devices for collection? Describe.

Is Positive Patient Identification available during the Phlebotomy process?

• Does patient information display for comparison?

Does the positive patient ID system support the following information?

• patient demographics

• identification of phlebotomist

• date and time

Ability to transfer collection lists to the device supported?

Ability to print labels remotely at bedside or point-of-care supported? If yes, please describe in detail.

Is the system configured to support facilities with multiple sites?

Are both serial and Ethernet connectivity supported for the Handheld device?

Support the transfer of collection data without access to the application software?

Does the positive patient ID system allow for updates of on-board (previously downloaded) collection lists?

Is wireless communication supported?

D SPECIMEN TRACKING

Do you support specimen tracking?

Is specimen tracking based on user-defined stages of processing?

Supports specimen receipt and discard by lists.

Supports sample handling turnaround time violation monitoring between user-definable stops.

Supports tracking of specimens to each bench, from bench to storage, and from storage to discard.

E WORKLISTS

Support generation of loadlists of tests scheduled for automated analyzers.

of 18


A C N

Support worklist generation by workstation.

Support accession number on worklist.

Support patient name on worklist.

Support worklist generation by test priority.

Provide ability to edit, insert, and delete items on worklists to meet immediate needs.

Is there an incomplete test log?

Create/display on-line worklists

Support a user-defined worklist format

Support access to the following types of data by way of the on-line worklist:

a. Patient name b. Order number c. Test/profile/battery name (i.e., CBC) d. Individual result components (WBC, WBC, etc.) e. Patient location f. Age g. Sex h. Order physician i. Collection comments j. Ordering comments k. Date and time of collection l. Priority t. Result u. Canned comments v. Free text Allow preview of outstanding work for a specific test/profile/instrument

Pull specific test from two or more worklists (i.e., CPK from a chem worklist and the CPK isoenzyme from another worklist) to create a temporary worklist

Support the following types of reports: a. Pending (i.e., all current outstanding/unresulted tests) b. Completed (i.e., all result components have been reported) c. Tests which violate expected user-defined expected turn around time d. Summary/condensed (i.e., print test/battery/profile name and test status but

not the result components)

e. Critical results Can the user group workstations in the worksheet templates.

F RESULT ENTRY

Can the user perform specimen collection and receipt at time of result entry, as

of 18


A C N

needed?

Can the user easily access the worklist from the result entry screen?

Is graphic display of analog test results supported (e.g. electrophoresis)?

Is use of user-defined coded comments supported to speed entry of result comments?

Is entry of free text supported for result comments?

Can the user easily identify stat orders at time of result entry?

Is immediate release of STAT results upon verification supported?

Can result verification be performed a single test at a time, by loadlist, or by worklist?

Are the following user-defined checks available during result entry?:

a. Delta check b. Panic limits c. Technical limits Can reference ranges be user-defined for each test?

Can reference limits be user-defined by multiple criteria (e.g. sex, age)?

How does LIS notify techs of results that exceed defined delta/panic/technical limits?

If a verified result is modified, is a correction statement automatically appended?

Can a log of all modified results be printed on demand?

Can result verification be limited via user security?

Can previous results be viewed while performing result entry?

Can individual tests within a profile be verified while others remain pending?

Does the LIS support generation of an overdue test log?

Can user define calculations that can incorporate entered results?

Can the user add or change result calculations without the assistance of a programmer?

Can the following comments be added at result entry?:

a. Coded b. Free-text c. Lab only Are barcode capabilities supported? If so, what are they?

of 18


A C N

Can results be user-defined as numeric or non-numeric?

Can result precision be user-defined?

Can tests be ordered, resulted, and verified in one transaction?

Can a result such as “Neg” be entered automatically?

Does LIS support user-defined reflex testing?

Can any workstation be used for any/all instrument processing? Can it be used for other functions?

Can a patient specimen, result, etc. be accessed by more than one LIS user at a time?

Can results be viewed on any workstation?

Can results be printed on any printer in lab?

Is reflexing confirmatory testing when dipstick protein and/or bilirubin are positive supported?

Can a urine microscopic keypad be user-defined?

Allow coded comments and free text to be appended during result entry at the:

a. Specimen level b. Test/battery/profile level c. Result level Allow several coded comments to be appended to one result

Allow free text to be appended to a result

Allow user-defined absolute and percent delta checks

Visual flag displayed if result value falls within a user-defined range for:

a. Delta check b. Abnormal c. Critical d. Panic Display delta value and previous results at result entry

Support user-defined calculations:

a. User can easily enter and change b. Support use of negative numbers Support the display and entry of negative numbers

Ability to release or verify individual components of a test/profile/battery

of 18


A C N

Display normal ranges during result entry

For numeric result fields, provide the ability to enter alpha characters such as QNS or a coded comment or free text

Results that include either the < or > are treated as numeric results, and the abnormal, critical and deltas must recognize them as such.

Accommodate reflexive testing:

a. Reflexive free-text or coded comment b. Reflexive alert message to screen or user c. Use of “< or”> in a result can be used to trigger a reflexive action Abnormal results must be confirmed before release

Viewing of specific tests, such as HIV, are controlled by security, i.e., only individuals with specific test security could see the results on-line

Specific tests, such as, HIV can be routed to a defined (secure) printer

Ability to automatically record/track the instrument/method used to perform a test

HEMATOLOGY:

Are user-defined key-pads supported for differential counting?

Can a second manual differential be performed while maintaining the results of the first for comparison?

Can the user vary the number of cells to be counted?

During the counting of a manual differential, does your LIS support Hemogram display?

Are calculations for corrected white blood cell counts supported?

Is the ability to automatically adjust WBC based on nucleated red blood cell (NRBC) count supported?

Differential customized keyboards:

a. Unique keypad defined per user ID b. Counts done on-line on ANY workstation URINALYSIS:

Provide customized keyboard for urinalysis resulting (chemistry and microscopic)

System displays macroscopic urinalysis results while concurrently performing the microscopic.

Can a Urinalysis reflex a microscopic?

of 18


A C N

G RESULT REPORTING

On Patient Inquiry is the following displayed:

a. Patient name b. Patient medical record number c. Patient account number d. Patient location e. Test request date/time f. Test collection date/time g. Test status h. Results i. Abnormal flags j. Panic flags k. Specimen type l. Sex m. Age n. Comments displayed with result o. Expected ranges Can the user bridge to result entry from the query option?

Can the user initiate a patient inquiry while entering results without exiting the resulting function?

For patients being seen by several physicians, can the LIS support printing a report for each doctor? How many Physicians are supported?

Can tests be designed to capture results but be excluded from the patient report? (e.g. new creatinine for Creatinine Clearance)

Are abnormals and panic levels identified on patient reports?

Can result related comments appear on patient reports?

Are canceled tests and associated comments printed on patient reports?

Can patient reports be reprinted?

Is ability to review reports on-line supported?

Can patient reports be printed for specific locations on demand?

Can LIS print jobs be initiated without tying up the workstation session until completed?

Can the user define most recent results to print first or last?

Are test result headers user defined?

Can a test print in two different locations on the report?

of 18


A C N

Can results generated post-discharge be generated on a Discharge Results report for forwarding to physicians’ offices?

Is a corrected result clearly identified?

Does the LIS support report faxing capabilities?

Is the cumulative summary report user-defined?

Can the cumulative report contain vertical and horizontal result formats?

Can a cumulative report be printed by:

a. Individual patient b. Patient location c. Patient type Can normal ranges be changed without affecting previous results?

Can normal ranges be changed without creating a new test code?

Limit availability of results for inquiry or reporting until they are verified

Generate abnormal/delta/critical results reports

Results reports in a chartable format:

a. On demand within Lab b. On demand via HIS system interface c. Automatically, upon results completion to lab printer based on user

criteria (i.e., stat, priority, location)

Include the priority (stat, etc.) on the printed result

Include normal values on all result reports

Define different normal value ranges based on different body fluids

Are changes to standard result report formats considered user defined.

Transmission of results to remote FAX machines

Any result changed after verification shall be displayed with the original value, and each shall be identified as such on printed patient reports.

Status updates to the HIS system

Allow results to be accessed by:

a. Patient name b. Patient number c. Patient location (nursing station/room/bed) d. Order number

of 18


A C N

Ability to customize outpatient and physician (inpatients reports sent to the physician offices) reports by physician

Ability to have cumulative data for specific tests

Reporting features are customizable:

a. The LIS allows the user/client to customize the reports Laboratory notices can be incorporated into patient reports (i.e., Policy changes,

new test, etc.)

Ability to sort Medical Record reports by terminal digit

Allow the choice of the following data types on the patient reports:

a. Patient name b. Location c. Test name or code d. Specimen / accession number e. Priority f. Collection date and time g. Test specific comments h. Order specific comments i. Isolation codes j. Resulted date and time by result k. Age l. Sex m. Ordering physician n. Attending physician FAX capabilities:

a. Your system provides all faxing functions b. Ability to fax on demand from a workstation c. Ability to automatically (without user intervention) fax, based on

individual physician

H QUALITY CONTROL

Are the following formats and parameters available:

a. Mean b. Standard deviation c. 2 S.D. range d. Coefficient of variation e. Vertical Levy-Jennings graphs f. Horizontal Levy-Jennings graphs g. Multi-level Levy-Jennings graphs Is QC material lot number definition supported?

Is use of positive and negative controls supported?

Are QC specimens resulted in the same manner as patients?

of 18


A C N

Can QC data be captured by both on-line instrument interface and manual entry?

Is entry of corrective action supported for QC failures?

Can LIS provide QC exceptions log listing all outliers?

Will corrective actions be included?

Are the QC rules individually defined for each test?

Can QC rules be ‘turned on and off’?

Are outliers included/excluded from Mean, SD, CV, calculations?

Support ability to call up quality control action reports by analyte for a specified period of time.

Capture quality control automatically during the results entry process:

a. Via an interfaced instrument b. Manual entry Ability to create positions for quality control samples at desired intervals during a

test run:

Order quality control samples without generating a charge

Support Westgard rules:

a. Ability to select desired Westgard rules Support entry of corrective action if the QC result is out of control range:

a. Support coded comments b. Support free text entry Ability to handle 2 or more different lot numbers of the same QC material type for

the same test (i.e., enter and accumulate data on anew lot number for parallel studies)

Ability to record the following information for each quality control / test sample:

a. Lot number b. Expiration date c. Normal range by instrument/method d. Normal range with significant figures different than defined for the test

value

e. Acceptable standard deviations from the norm by instrument/method Automatically record an audit trail of the following:

a. Individual entering QC results b. Edited result, original result, date and time edited c. Rejected results and comments

of 18


A C N

d. Exceptions and comments Handle quality control for Microbiology.

QC Reporting:

a. Ability to view QC data on-line 1. Graphic display 2. Column display b. Ability to print QC data 1. Graphic report 2. Column display c. Ability to select the QC materials / lot #’s to report d. Ability to view or print all levels of one QC analyte on one page or on one

graph (i.e., hi, normal and low controls for Glucose)

e. Ability to report QC by QC material, lot #, analyte Ability to identify/track the instrument / method that performed test on the QC

material

I MANAGEMENT TOOLS AND SYSTEMS

Is generation of an unverified results list supported?

Is generation of a canceled tests report supported?

Is generation of a list of all patient tests that failed defined critical limits (e.g. exceed delta, panic) supported?

Does your system provide integrated call list functionality?

Can reports be generated that distinguish between inpatient and outpatient services?

Can reports be automatically scheduled to print?

Can reports be printed on demand?

Does the LIS have report writer capabilities?

Can frequently used report queries be stored and recalled without rewriting query?

Does LIS support generation of reports on turnaround time?

Are archive/purge features available? Explain your standard purge of patient information.

Does the LIS provide a warning for STAT specimens’ results that have exceeded their user-defined turnaround time?

Merge two or more patient records and associated tests under one patient number

Flexible format to enter free text messages when necessary

of 18


A C N

Multiple levels of security

Audit trail of all transactions in system

Normal value capabilities for patient: a. Sex b. Age c. Species d. Type Does the database support ODBC connection to ODBC compliant tools? Describe.

Generate list of all requested and/or outstanding tests on demand.

Ability to generate patient lists for public health reporting.

Ad hoc/report writer available. What report writer is used?

J WORKLOAD:

Tabulate tests performed

Cumulative statistical reporting by:

a. Inpatient b. Outpatient c. Emergency d. Employee health e. Nursing home f. Home health K OUTREACH

Is a direct interface with practice management systems and/or electronic medical record available?

Does your product maintain a patient database of patients, allowing add/modify capabilities?

Does the system have insurance specific required fields?

Does the user have the ability to assign up to 4 different insurances per patient?

Does the system have the ability to produce Spanish ABN forms?

Does the system have the ability to store and display patient diagnosis as part of the patient medical record data?

Does the system have the ability to search by partial name and by soundex?

L OUTREACH ORDER ENTRY

Is a bi-directional interface available for orders from LIS?

of 18


A C N

Can your system place scheduled orders, for use with nursing home patients?

Does the ordering entity have the ability to cancel orders in your system?

Does the ordering entity have the ability to add additional tests to existing orders in your system?

Does your system provide front-end medical necessity screening?

Can specimen collection information be entered at the time of order or time of collection?

Can your system generate labels? Please describe this process and what data elements can be included in the label.

What edit checks are available within the order entry screens?

Can the system provide client specific order entry logic?

Does the system allow for a "favorites" test listing customizable by user?

Will the system print the requisition form and/or attached bar code labels?

Is duplicate order testing available by test, a user-defined time period, test to profile, and profile to profile? Please describe including how such duplicate orders are flagged at order entry.

Can your system generate requisitions? Please describe this process and what data elements can be included in the requisition.

M OUTREACH RESULTS REPORTING

Is graphic display and hard copy reporting of analog test results supported (e.g. electrophoresis)?

Is graphic display and hard copy reporting of tests results over time (e.g. glucose over six month period) supported?

Does the system provide the clinician with a comprehensive view of all new results, new orders, and pertinent information changes for one or more patients? Please describe.

Can critical results be alerted to the physician?

Can your system capture clinical calculations? Please describe.

Please describe how our organization can limit or restrict users from accessing specific areas of patient results (e.g. HIV).

Does the system offer a summary view of patient results? If so, can these views be customized by user?

of 18


A C N

Is online documentation of report review available?

What are the standard report formats supported in your web based outreach product (e.g., cumulative)?

Ability to list results based on historical data that can be accessed by physician, and by date.

N MISCELLANEOUS

Can the user select which SoftLab module options are utilized frequently and arrange them conveniently on their desktop?

Can the user easily access additional patient information from standard options such as Query and Results Entry?

Is test history easily accessed?

What Reference Labs have you interfaced with?

Do you support automatic verification of results and is it fully programmable for multiple normal ranges. Can you auto-report results?

Is interface with automated analyzers supported?

Can the user display result lists from multiple instruments at the same time, on the same screen?

Ability to schedule system jobs, reports, labels, at specified dates and times

Provide tools that enable the client to comply with all mandated government initiatives and regulatory requirements; including JCAHO and HIPAA.

Provide an automatic log off feature in all screens / functions, causing the workstation to automatically back out (log off) of the system, if after a user-defined time period, no activity is detected

Restrict or prohibit printing and display of confidential test orders and patient results inquiry or report printing by security level such as HIV, Hepatitis or employee health tests.

Does your software support Oracle?

For Oracle are your files accessible to commercially available report writers?

of 12


Instructions: Place an ‘X’ in the appropriate column for each question. Comments can be placed directly beneath the question. Key for columns:


DESIRED FUNCTIONALITY & RESPONSE Y

F

A C N

DONOR APPLICATION FEATURES AND FUCNTIONS GENERAL System cleared by FDA (Please provide 510K number)

A DONOR RECRUITMENT/COMMUNITY OUTREACH On-line Call/Recruitment lists generated for different component types?

On-line Call/Recruitment lists different for each recruiter, requesting list?

Eligibility date calculated based on the donation type?

Can system handle multiple eligibility dates depending on the component being donated?

Multiple donation types?

Default donation type?

Ability to send correspondence to donors, I.e., reminders, birthday wishes, thank you with blood type info, appt. reminder cards, etc.

Year to date and total donations?

Create donor group definition?

Identify donor group activity?

Manages site visit information?

Maintains a frequent donor program?

Donation history will show how many previous donations?

Recruitment status is it displayed on first recruitment screen? What fields are available for telemarketing?

Can recruitment lists be customized?

of 12


F

A C N

Ability to capture number of visits recruited, number of successful visits,

recruiter productivity.

Is a donor scheduling system included?

Can appointments be scheduled based on the type of donation ?

Will the system only allow those donation types, which the donor is eligible for?

Describe the type of algorithms used for eligibility criteria.

Can schedules be printed/viewed by donation types, i.e. platelet apheresis vs. WB vs. Mobile drives?

Ability to track donor donation frequency in a specified time frame, (e.g., monthly, bimonthly, etc)

Ability to print recruitment lists for "frequent donors"

Ability to send email as a reminder notice to donors

B DONOR REGISTRATION Donor demographics-Name, Donor Additional ID (driver’s license#,

passport#, green card#, other#), SSN, DOB, Address, Work Phone#, Home Phone# Email Address, Mobile Phone#, Gender, Race

Does the system provide capability to issue a Donor ID Card

How would the system handle changes in name (i.e., marriage, etc)?

Can the user set the requirement for documentation of a donation number?

How would system handle hyphenated names (Smith-Jones), two last names (El Masri, Mc Andrews)?

How many characters for names and ids is the system capable of handling?

Does the system assign a unique system generated ID#?

Does the system accept unique donor ID from external system (i.e., lab system, HIS)

Does the system allow donor mini-registration for registered or non-registered person

How does the system handle searches?

ID of person performing the registration?

Ability to modify donor and donation information?

of 12


F

A C N

Are these changes tracked? How?

Does the system have an underage warning?

Does the system check predefined criteria such as Donor age, number of days since last donation, and number of donations in the last 12 month period and flag any Donor being entered which does not meet these criteria.

Is there a reminder that the donor will require parental consent?

Is there a field to enter that the parental consent form is with the donor history card?

C DEFFERAL SYSTEM How are deferrals tracked through the system?

How are permanent deferrals handled? Can the deferral reason be restricted? (i.e.” Do not recruit" on recruitment/registration screen).

Temporary deferrals, does the system lift the deferral or must it be performed by a person?

Will system track all deferrals whether active or removed and the attached reason?

Will the system track all deferrals with an audit trail of who, what, when, where and why?

Will system record the date the deferral was entered and the date the deferral covers i.e. piercing, tattoos, malarial areas, etc?

Will the system assign the time frame for a deferral based on the deferral entered and give the eligibility date if applicable?

Can deferral codes be changed, deactivated as dictated by regulatory agencies &/or as the need arises?

How does the system handle units/donors if positive IDTs, deferral codes are entered into the system?

Does the system have the capability to search for other donations which may be affected?

How does the system automatically generate donor demographic information (list?) for generating notification letters for positive infectious disease tests (IDTs)?

Or can user define criteria with the result of a positive IDT; the system will generate the appropriate user-defined notification letter?

Will the system allow the manual entry of the current paper deferral system?

of 12


F

A C N

How will system prevent deferred donors from appearing on recruitment

lists?

Or correspondence lists?

The system needs to have a secure and protected means of accessing permanently deferred donor data.

D DONOR SCREENING Can system handle online answers to donor history questionnaire and print

card with applicable answers?

And the explanations to "yes" answers?

The system needs to be able to track medications being taken by donors and note the next time they are able to donate.

Can system maintain type of bag/kit, lot numbers, exp. Dates of bags, kits, etc?

Can system handle having the above data bar-coded into the system? Does the system track the interviewer ID?

Different site IDs for donation?

Type of donation?

E DONOR PHLEBOTOMY Ability to record phlebotomist ID

Start/Stop times of procedure, in 24 hour time frame

Record different types of reactions

Record different types/reasons of unsuccessful donations

How does system track RBC & plasma loss?

How does it track RBC/plasma cumulative loss per year, per donor?

How does system track the apheresis machine used in collection?

Can the system be interfaced to cell counters?

How are interfaced results verified before filing into the system?

Are there interfaces to Laboratory Information Systems (LIS)?

If so, please provide a list and what type of interfaces?

Order interface?

of 12


F

A C N

Result interface?

Can product counts be ordered & results captured through the LIS interface and maintained in the donor file via the unit?

F PATIENT INFORMATION AS IT APPLIES TO DONOR SYSTEM How would patient demographics be entered manually?

What fields are available?

How would the system handle adding more fields in the future?

How would the system handle patients from outside institutions (i.e.., collecting auto WB for another hospital)?

How would additional information be handled in the future?

Is on-line duplicate patient search available?

Date of surgery?

For auto requests and/or directed donor requests?

How would system track list of products needed for auto/directed donor collection?

What is the mechanism to allow autologous units to be available for release when full confirmatory testing of transmissible disease status has been complete?

Does the system allow for issue or shipping of an autologous unit prior to the completion of TD testing results? And does the system track the technologist and hematopathologist authorizing the release and does this generate an exception report?

Can system support online entry of orders for therapeutic procedures and PSC collections?

Date/time of order entered?

Date/time of collection?

Besides defined test/order codes, can system allow miscellaneous test codes?

Support cancellation of orders?

Ability to order in the future and in the past?

G COMPONENT PROCESSING/LABELING Support identification of units by alpha and/or numeric codes

of 12


F

A C N

Support Codabar and/or ISBT 128 barcodes

Support on-line production steps and sequence, on-line documentation of production operations (i.e.., lot numbers, expiration dates, centrifuges used, expressers, filters, irradiation, etc)

Ability to track by unit number

Ability to track by lot number if applicable

Track production date, time, production step, staff id.

Ability to add components, convert and/or modify components

Support modification of components by irradiation, filtering, volume reduction, washing, sedimentation, sterile connecting, pooling, splitting and the ability to track with an audit trail each step or the preceding processes.

Must have cross-reference between pool and individual units contained in the pool.

How does the system handle the pool number?

Is it generated by the system?

Support keystroke entry where wanding is permitted?

Ability to automatically calculate the expiration date based on component type

Restricted override for expiration periods

Expiration dates for irradiated products cannot be extended past their original date or the 28 day limit, whichever was shortest.

Labeling prohibited if not suitable for release

Labeling override for components not suitable for release with the accompanying override reason and on-line documentation for the override and appropriate audit trail.

How does the system track recovered plasma resulting from volume reduction?

How does the system track the distribution of recovered plasma?

How will the system handle Bone Marrow and PSCs?

The modification, cryopreservation and storage?

How will the system track the storage of PSCs/BMs in the ultra low freezers?

of 12


F

A C N

Can it track the products down to the individual compartment/rack?

Will it maintain inventory and show vacant slots once the product has been removed?

Can the system maintain two different sets of component prep functions-one for blood bank & one for the stem cell processing lab? (i.e.., when calling worklists, logs-each section will only print out their components for that section?)

Maintain irradiation data which would include the tech code/id, date/time

Support multiple components for Autologous/Directed Donor units

Support quarantine and un-quarantine functionality. Would the system have the ability to search for previous units from the same donor which are still in the system (inventory, in-date, etc) and be able to quarantine those units as well?

Does the system have the ability to differentiate various reasons for quarantine, e.g., untested units, unprocessed units, units for repeat testing, non-conforming units, etc.

How would the system handle derivative products/"children of the parent unit"? (i.e.., WB made into RBC, plt, FFP)

How would the system number and track these through the system?

Would the "children" have the same functionality as the parent - labeling, label checks?

How would the system handle irradiation of the parent, would it propagate the children?

Support time constraints for manufacturing products based on donation time.

Support separate labels for Auto vs. Allogeneic products

Is the system capable of capturing sterility culture results of platelets and relating this to their release for transfusion?

How does system handle test results entries, either manually or online?

Would the system have to ability to interface or have infectious disease testing results downloaded from Testing Center automatically?

How does system handle result interpretations and serological results/reaction results?

Support online viewing of test results?

of 12


F

A C N

How & when would system update donor record if there are positive tests?

After test result entry is a warning provided if previous test results do not match for:

ABO/Rh?

All other tests, e.g., antibody screens, antigen typing, infectious disease testing, etc.

Support the setup of multiple test batches/batteries on same samples?

Support different test batteries for different component types, i.e. apheresis vs. RBC vs. re-test vs. NMDP testing vs. prescreens?

Support automatic label hold if final check fails?

Support the tracking of lot numbers & exp. dates for reagents, test kits, centrifuges, expressers, filters etc?

Able to modify expiration dates & system does not allow extension of original exp. date for that component?

How does the system act as a second check for labeling & when modifying products which would require re-labeling?

Support rejection codes & audit trail (who, what, where, when, & why)?

Ability to track to final disposition or disposal codes.

H INVENTORY System tracks inventory locations

System must have extensive reporting and inquiry functionality to allow user to record unit/component inventory locations as specific as to centrifuges or refrigerators.

System tracks inventory at more than one location.

System maintains the inventory status (available, quarantine, hold for processing, etc)

On-line real-time inventory

Print a packing/shipping slip

Ability to record visual inspection of units at time of entry into inventory

The system must always be able to link the donor name/Social Security #/birth date with a blood unit number to facilitate look backs.

The system should allow any inspector to track the history of each donation from draw through final disposition of the component parts.

of 12


F

A C N

I PHENOTYPING/REFERENCE Support rare donor designation

Support rare donor call list

Track antigen/antibody results

Ability to use race information on donor, if applicable (can use this feature or not?)

Ability to screen inventory by blood type & product codes.

Maintain HLA types on donors & download this from Outside LIS

Maintain HLA types on patients & download this from Other LIS

HLA matching capabilities-request for product of a certain HLA type & ability to search database for donors with that HLA type; ability to perform search on cross reactives, 3 out of 4 matches

HLA call lists

Ability to bill for therapeutic procedures, PSC collections & BM processing, auto WB collections, therapeutic phlebotomies-probability file transfer to hospital billing system.

Ability to track multiparous mothers

Supports transferring billing records via: Magnetic tape/cartridge transfer of batch file

Real-time electronic transfer of individual billing records

Digital tape transfer of batch file or other latest technology

Supports producing a batched file with: Supports production of multiple billing files

Allows option to create separate individual billing records for tests that are billed as multiples

Provides ability to modify format for billing charge, header, & trailer records without vendor intervention

Provides option to print daily report of all charges with sorts and sub sorts by an data element carried in the charge record

Supports differential pricing based on client, payor, etc

Supports creation of separate billing file for capturing professional component charge

of 12


F

A C N

Maintain year to date counts on the number of services or products provided

Audit trail capabilities

J AUDIT TRAIL Is the system able to track all changes made to data? How is this

accomplished?

What information of the changes made are maintained? I.e., date, time, user making the change, old data, new data, etc.

Is this in easily readable format or is it maintained in "computer-eze"?

Is the audit trail available both online and in a report?

Is it reportable per incident? Day? Time? User?

Notes/comments

Donation history

Access to deferral files

Current orders requested

Autologous or Directed units available in inventory

Provides mechanism for tracking all transactions sent from Donor Center Information System to backup system

K SUPPLY INVENTORY Supports entry of supplies (e.g., filters) into an inventory

Supports using barcode scanning supplies into the inventory

Supports distribution/billing of supplies

L MANAGEMENT REPORTS Allows capture of units drawn, deferrals, types of deferrals, aborted

procedures, types of units drawn, etc.

Captures Donor Center statistics, daily, weekly, monthly, & yearly

Provide report of donors scheduled, by location (e.g., fixed site &/or mobile drives), WB appts, apheresis appts &/or therapeutic procedures

Be able to view the above report on-line & print hard copy

Provide list of donors who donated through-out the year, their type of donation & number of donations

of 12


F

A C N

Use the above list for a "mail merge" to send invitations to donors for "Donor Appreciation" & donation recognition awards

Provides daily report showing total count of units & component type collected the previous day

Provides QA reports per institution/client with user defined selection criteria, sort criteria, data elements and format

Provide a daily work management report to include: Number of donors recruited per day

Number of calls made to recruit donors per recruiter & in total: per day, per month, per year

Number of donors interviewed per day and by whom

Number of deferrals per day, week, month, year and by type of deferrals (e.g., medical history-captured at interview vs. positive infectious disease testing)

Number of donors phlebotomized and by whom

Ability to export the above data elements to an existing spreadsheet

Supports creation of user-defined queries

Does system provide worksheets?

Can worksheets be customized by user?

How flexible are the worksheets?

Does system provide exception reports?

Does the system provide report for a donation award programs?

M DONOR CENTER DEMOGRAPHIC BACKUP Provides a mechanism for accessing current patient, donor, blood products &

deferral system data when Donor Center Information System is unavailable.

The following data items must be stored & available for viewing on a single screen:

Patient name or donor name

Medical record number or donor unique ID number

SSN or 2nd donor number (e.g., SSN, driver's license, passport #, green card, etc)

Account number

DOB

of 12


F

A C N

ABO/Rh

Transfusion restrictions

Antibodies or other pertinent patient data

Antigen typings

HLA typings

Notes/comments

Donation history

Autologous or Directed units available in inventory

Complete access to the deferral systems, DTMs & state deferral file

Schedules-all

Blood products

Any changes made to files, database, patient records, products, etc.

Provides mechanism for tracking transactions sent from Donor Center Information System to backup system

of 7



Y = Available A = Alternative Solution F = Future C = Custom (additional cost)

N = Not Available


F

A C N

BLOOD BANK A GENERAL System cleared by FDA (Please provide 510K number)

System meets the requirement of the following agencies:

a. JCAHO

b. AABB

c. CAP

Stores the following patient information: a. patient ID number b. patient name c. address d. date of birth e. gender

f. Social Security Number g. blood type h. antibodies i. antigens j. transfusing facility k. transfusion record details l. date last transfused m. products transfused

n. number products transfused o. donor ID number of products transfused p. comments q. external MPI (master patient index numbers) Ability to run the blood bank transfusion module as integrated or stand-alone

system

Integration with SoftLab. Describe.

HIS interface available for ADT, Orders, Results, and billing

of 7


F

A C N

Ability to generate a warning when a blood bank order from the HIS or LIS

contains a demographic discrepancy

Provides audit trail

Online patient name inquiry of all patients in blood bank application

Online patient name inquiry for transfusions only

Is a screen display of patient demographics and details that are important to blood bank supported?

Describe the storage/archiving process for current and historical files.

Ability to link different medical record numbers based on matching specific predefined demographic criteria (e.g. master patient index)

Ability to convert existing blood bank patient history information to new system.

Ability to convert existing blood bank unit history information to new system

Ability to enter/display patient HLA information

Is there documentation of add-on orders for crossmatches, red cell products, and plasma products that do not require specimens for each product?

Provides for automatic outdating of patient samples submitted for product/service orders

Allows outdate of specimen to be user defined

Allows manual modification of sample outdate Can the user track the status of blood request orders (e.g. requested, issued)?

Issues on screen warning message if outdated sample is being used for testing Captures observations for blood grouping with the ability to enter graded

strength of reactions, and other test results, e.g., phenotyping, DAT

Captures interpretation of observations for blood grouping tests Evaluates user entered blood group interpretation against logic table(s) Logic table: a. is user defined

b. warns user when logic table interpretation differs from observed value

c. with proper security level, allows for override for entry of interpretations that do not fit the logic table

Warns user of discrepancies between current interpretation of ABO/Rh results and ABO/Rh of record

of 7


F

A C N

Can more than one antigen be tested at one time?

Supports secondary review of test results: a. Allows user to designate tests which cannot be released until

secondary review/verification occurs

b. captures any additions/modifications made by secondary reviewer c. captures date, time, and reviewer’s identity at secondary review Maintain ongoing blood product inventory including: a. Blood types b. Quantities c. Aging data

d. Processing information e. Usage f. Availability status Does the system keep history of each unit? What data is retained?

Is entry of designated recipients for units supported?

Is management of autologous and designated donor units supported?

Will the system allow autologous and designated units to be assigned to a patient that is not in the system yet?

Track and provide audit trail of individual blood units

Is reporting of inventory by different categories supported?

Can lists of units to be processed be generated?

Ability to support multi-site inventory capabilities

Ability to maintain reagent stock (e.g. lot, date in service, etc.)

Is reagent and rack quality control supported?

Support multi-site capability for reagent QC

Have you implemented barcoded formats for specimen labels, bag tags, and blood product labels?

Can bar coding be used to log blood units / products into inventory?

Is bar code label identification of units (e.g. blood type, donor number, expiration date) supported?

Is generation of transfusion forms supported to include: a. Recipient

of 7


F

A C N

b. ID# c. ABO & Rh d. Component type e. Compatibility results Can the user enter transfusion reaction information on same form as bag tag?

Bar coding capabilities:

a. Ability to log in blood units / products into inventory using bar codes b. Ability to produce and read serial barcode s for use in re-labeling

derivative products

c. Support ISBT 128 bar code capability

d. Ability to scan the bar code on the specimen label to ID the patient to the system in all transactions that require patient or specimen ID

e. Ability to positively ID the patient via bar coded arm bands when drawing a crossmatch. Is a hand held collection device supported?

Ability to capture all workload and billing totals automatically as a by-product of entering tests

Is the ability to charge automatically for antigen typing and panels supported?

Are billing features available? How is blood bank billing accomplished?

Ability to “add-on” charges to components (single and pooled)

Allows billing for lot products, e.g., RhIG Allows billing for special products, e.g., filters Is the ability to track who pooled a product supported?

Ability to enter a separate expiration date for each “child” component when product is divided

Maintain and access a file of current and historical transfusion records indefinitely, including:

a. Transfusion reactions b. Investigation

At time of unit selection for crossmatch, the software should show the patient problems, special needs, autologous units, or directed units. At unit selection, will the LIS display the autologous/directed units as the units of choice but allow others to be selected, if necessary?

Automatically flag specific unit/patient group and Rh incompatibilities when selecting a unit for cross-matching

Can you support electronic crossmatch?

of 7


F

A C N

The software contains the required warnings for a the electronic crossmatch

Accommodate the electronic crossmatch by actually preventing the issue of an ABO incompatible unit

The system will change the immediate spin crossmatch to a Coombs crossmatch based on a user-defined parameter when the patient has a positive antibody screen or a previous antibody on record.

Ability to print and issue transfusion slip at time of blood issue.

Performs the following checks at issue: a. Autologous/Directed product available b. ABO/Rh of unit compatible with intended recipient based on user

defined logic table for that component

c. antigen(s) of unit compatible with intended recipient antibodies based on user defined logic table

d. crossmatch has been performed and is compatible e. special requirements of recipient are met, e.g., irradiated,

leukoreduced

f. expiration date of product has not been exceeded g. sample outdate has not been exceeded For discrepancies found by checks at issue described in previous item: a. notifies user with warning message b. prevents user from proceeding c. logs to an exception report d. allows password controlled security level override

Support emergency issue option. Describe.

Does the system have the ability to view online the status of cross-matched blood?

Can a report be generated of units outdated or returned to supplier?

Can the system produce a report of percent crossmatched but not transfused

Can we print a daily report of units received that day? Can it include: a. Unit number b. ABO/Rh c. Date received Please list provided Management reports:

a. Number of transfusions

of 7


F

A C N

b. Number of cross matches

c. Number of Type and Screens

d. Number of Type and Screens versus cross matches

e. Year end and monthly statistics

Can any management reports be printed automatically?

Provides a log of all transactions/modifications to include user, time, and date Do you provide software upgrade/implementation validation templates.

Does the system have the ability to define antibodies as clinically significant?

What interfaces to blood bank instrumentation have been implemented?

a. Immucor ABS2000 b. Immucor Galileo c. Ortho MTS Reader d. Ortho ProVue e. Bio-Test Tango f. irradiator interface Ability to distinguish between different antigen types (e.g., RBC, HLA,

platelet, etc.)

Are test groups user defined?

Can the system support Centralized Transfusion Testing?

How is the accuracy of testing assured when it is done on the segment at one facility and the unit is at a different facility?

Does the system have the ability to accept electronic data transfer of blood product identification from outside suppliers (i.e. transfer of blood unit information)?

Does the system require the completion of an antibody screen prior to the issue of blood products?

A patient with a previous admission required special blood products such as irradiated blood. Now the patient is admitted to the hospital with a new Medical Record number, how would the system notify the user of the patient’s special needs?

Does the system provide the ability for an automatic interpretation of results?

Can the system compare mother and baby ABO/Rh results?

Does the system allow a user to delete a unit from inventory?

of 7


F

A C N

Does the system require double blind entry of manually entered unit numbers

at unit delivery?

Does the system support on line links to Standard Operating Procedures? Does the system support customizable patient report formats? Provide the means to look up required patient history during down time? Can the system reflex an antibody ID test if a positive antibody screen is

resulted?

of 8


Place an “X” in the appropriate box:

YES = Available FUT = Future WK = Workaround CHG = Change Required (Additional Cost) NO = Not Available TXT = Requires text explanation

Comments can be entered in the same ‘box’ as the stated functionality, directly beneath the question.

DESIRED FUNCTIONALITY AND RESPONSE Y E S

F U T

W K

C H G

N O

T X T

BILLING A GENERAL FUNCTIONAL REQUIREMENTS Does the LIS generate patient demand bills? Can different price levels be user-defined for test/profiles? Is there an accounts receivable module? Will billing module group all tests appearing on the HCFFA list of automated

or multiple channel tests and ordered singly into appropriate profile configurations?

Can LIS support outpatient (outreach) billing functions? Can LIS support a price structure that accommodates higher prices for

STATs than routine testing?

Can a list of ordered test that have not been charged be printed on demand? Can the LIS support client billing functions for physician offices? What is the maximum number of active Billable entities in your system? Does your system handle account balances > 999K (no dollar limit)? Multiple charge posting options based on time of: a. Order b. Specimen collection b. Specimen verification c. Completion of test d. Charges can be generated for any of the options listed above on a per

test basis

Charge Generation: a. Multiple charges can be associated with a test/panel/profile b. CPT/HCPC’s codes are stored 1. For each charge 2. Multiple for each test c. Can the system handle bundling and unbundling of charges? Can the system process charges and credits on line and automatically adjust

account balances accordingly?

Does your system handle direct billing, rebilling, and automatic secondary

of 8


F U T

W K

C H G

N O

T X T

billing of patient, physicians, all insurance carriers, corporations, hospitals, MOs, contracted laboratories and other organizations (e.g., clinics other laboratories)?

Does you system have the capability to interpret and handle multiple third-party procedure rejects and denial codes and descriptions and the ability to use these codes and descriptions in user defined correspondence with the carrier/patient- for both on-line and batch?

Are queries and reporting (both on-line and batch) easy to use and user driven?

Does the system provide an audit trail for all transaction changes made to an individual record by indicating user and date/time?

Does the system allow users to Print screens easily? Ability to copy and retain codes by insurance carrier specific with effective

dates e.g. CPT codes/HCPS/Carrier?

Does they system have the ability to produce the correct claim form for each billing entity such as the 1500 form for Medicare, carrier-specific forms (e.g.) all Medicaid carriers) and patient statements. NSF, ANSI or other industry standard?

Ability to trigger multiple pricing schemes by: a. Outpatient designation b. Inpatient designation 1. Patient types 2. Location 3. Facility/institution/corporation 4. Physician c. Reference lab that performed the test Ability to post credits via the Laboratory system until the patient is inactive

on the HIS?

Credit a test if the results were reported? Charge information: a. All charges by patient by date b. All charges generated per day by patient c. All charges transmitted via interface to the HID d. All charges by section/department Billing at multiple levels: a. Single Analyte b. Grouping/Single Department c. Across Departments e. Client definable charge points B CARRIER SPECIFIC RULES Does your system provide for bundling/unbundling of test or CPT code or

other billing codes with effective date?

Does your system allow for set-up and application of user defined modifiers? Does your system maintain history with effective dates for all carrier rules? Does your system allow for frequency parameters by test, by carrier, by

of 8


F U T

W K

C H G

N O

T X T

modality? Does your system handle state surcharge requirements? Does your system generate Capitation charges based on carrier

contract/agreement?

C PRICING Does your system provide the following for Fee Schedules: a. Pricing Fee/Cap? b. Stat Lab Fee Schedule (Costing Fee/Cap)? c. Mixture percentage discounts and/or individual prices? d. Multiple Reimbursement Fee/Cap by payor (manual or automatic

update)?

e. Test Codes? f. Payor Specific CPT codes? g. Effective date-including future dates? h. Payor specific modifiers (CPT modifiers)? i. Description (Test/CPT)? j. Lowest charge provision with the ability to find lowest price by CPT? k. Do you have unlimited historical fee schedules with effective date? l. Copy abilities for entire fee schedule? m. Updating of $ or % (+ or -) – ex. Increase every test by $2 or by 10%

by individual test or across the board?

n. Ability to edit? o. Special or custom schedule for clients? p. Override capabilities for client billing? q. Client exceptions to a fee schedule? User defined payment and adjustment codes? Does the system support multiple fee schedules? Can you system keep list prices in the accounts to calculate individual client

discounts and for other financial reporting purposes?

Does your system have the ability to identify a specific fee schedule in the system and use it to set up a new contract with the same schedule parameters?

D BILLING Basic billing function to include, but not limited to: a. All third party billing processes b. Electronic claims submissions c. Primary and secondary payers d. Duplicate orders check e. Monthly-billed clients f. Medical necessity coding g. ABN h. Posting payments i. Account status j. Generation of collection notices and payment histories Medical necessity checking to assist staff with identification of diagnosis

of 8


F U T

W K

C H G

N O

T X T

coding discrepancies on the front end? Does your system perform eligibility checking prior to processing in order to

identify which insurance the patient is eligible for by cross-referencing patient-eligibility dates to dates of service?

Does your system have the ability to verify all tests against a set of criteria and edits (billing status, insurance code, etc.) before accepting them?

Does your system support submission and re-submission requirements of bills electronically?

Does your system have the ability for the system to display the total charge amount of an account when viewing individual account transactions?

Does your system have the ability to bill a secondary carrier by using the copy of EOMB and transmitting it to secondary insurer with the appropriate claim form?

Can you system post charges, credits, payments or adjustments automatically or manually?

Does your system have the capability for a variable billing cycle specific to the payor (i.e. daily, weekly, biweekly, etc.)?

Does your system provide an option to produce either balance forward statements or open item statements to include balances by aging categories?

Does your system have the ability to view invoices on-line? Does your system accept payment and bill Credit cards? E INSURANCE BILLING Does your system support paper or electronically transmitted bills that are

able to meet the requirements for information and data content of the various payors, and individual clients?

Can the system support unlimited user defined and maintained bill type, format and content based on requirements from individual client and payors?

With your system are charge records or bills automatically moved into the next billing cycle after they are corrected?

Does your system have the ability to add, edit or change modifiers on the invoices?

Does your system have the ability to identify non-reimbursable selected tests performed?

Does your system have the ability to calculate and record Medicare/Medicaid/etc. contractual allowances automatically at the time of final billing and time of payment?

F CLIENT BILLING Does your system support client specific Statement set-ups? Easy to read statements to include but not limited to: a. Date of service b. Patient Name and ID c. Ordering physician d. CPT code e. Lab test code f. Discounts and special pricing

of 8


F U T

W K

C H G

N O

T X T

g. Net amount due h. Past Due amounts Can your system provide a summary of charge types? Does your system handle Multiple Fee schedules (ours and reference labs) for

each clinic?

Does your system support paper or electronically transmitted bills that are able to meet the requirements for information and data content of the various payors, and individual clients?

G CASH RECEIPTS Does your system have the ability to compare expected reimbursement to

payment?

Does your system have both line item and bulk posting abilities? Does your system have the ability to post unlimited dollars at one time? Does your system allow free form and canned comments? Does your system allow the posting of adjustments (debit/credit)? Does your system have the ability to post on-line by batch either one batch

per day or one batch per check?

Can the user designate either a system prompt or automatic bill generation for secondary billing?

Does your system provide the ability to check batch total periodically throughout the day (dollars and number of transactions)?

Does your system provide for Cash application rules (automatically and manually that include:

a. Allowances b. Disallowances c. Adjustments d. Write-offs e. Carrier Cash Payments f. Bill Type Transactions f. Expected Reimbursement? h. Ability to apply debit payments? Does your system apply interest payments? Can the system call up all the outstanding invoices from a given payor and

allow posting of payments to multiple invoices in a single operations?

Does your system record the check number, date, and other payment information so inquiries about how payments were posted can be answered?

H CREDIT AND REBILLING Can your system process charges and credits on-line and automatically adjust

account balances accordingly?

Does your system allow for a different set of billing rules (including frequency counters) and pricing for rebilling vs. Initial billing?

Can your system reverse initial adjustments and capitation charges against a client’s account if needed and recreate a new billing?

Does your system have the ability of automatic and manual credit issuances that generate rebills to appropriate carrier or client; i.e., credit to Medicaid

of 8


F U T

W K

C H G

N O

T X T

would provide for a rebilling to Medicare? I ACCOUNTS RECEIVABLE MANAGEMENT Does your system allow the user to define a maximum, adjustment/write off

limit for each client?

Does your system have the ability to retrieve historic accounts receivable data for statistical comparisons by client or entity?

Does your system allow for the adjustment of dunning notices should payments be received?

Does your system provide for multiple write-off options- i.e. past file time? Does your system have flexible A/r Aging? Does your system have the ability to document collection correspondence on

line including on line collector notes and required collection activities?

Does your system have the ability to document the follow-up activity of each account and can this activity be reviewed on-line and printed in a report?

Does your system have the ability to write-off entire patient or client account and leave message?

Does your system have the ability to select and print follow-up statements by: a. Guarantor name and/or number? b. Activity since last statement? c. Balance due? d. Source? e. Insurance plans? f. Last payment date? Does your system have the ability to age credits/adjustments for the purpose

of matching credits/adjustments to the original transaction?

Does the system support easy and automatic supervisory reviews with user defined review parameters such as:

a. Payments overdue? b. Large outstanding balances? c. Total (cumulative) balances by rep? Can the user flag individual line items or invoices as “in dispute” for special

handling by a supervisor?

J GENERAL BILLING REPORTING Can a client revenue summary report be generated? Can client activity reports indicating new account activity be generated? Can client activity reports indicating inactive accounts be generated? Can revenue by tests and billing types be generated? Does your system produce an Invoice Summary report showing total charges,

total patient levels, and exception detail?

Does your system produce a billing report on all unbilled accounts to provide for inquiry and review of current status of any selected unbilled account?

Does your system have the ability to generate daily sales report providing gross sales and adjustments by user-defined locations sorted by test?

Batch exception pending reports?

of 8


F U T

W K

C H G

N O

T X T

Aging report by client? Will the system update ICD 9 codes yearly? Can the system generate automatic requests to physicians for missing billing

information? Such as diagnosis codes, patient address, physician upin/NPI?

Can the system generate automatic requests for additional information when an ABN was not obtained and the diagnosis is not covered?

Can the system accept electronic remittance advices, with no manual posting? Will the system be able to have payments posted per line item? To include

the payment, discount amount, denial, and automatically calculate any balance?

Will the system automatically check for duplicate changes, to determine if a credit is necessary or if modifiers are necessary according to current CCI edits?

How can patient information be accessed? Can it be looked up by name, account number, social security number, or guarantor name?

Will the patient have one account number for all work performed on different dates of service?

Will the system be able to generate insurance ageing reports for follow-up to insurance companies prior to billing patient?

Will there be an ability to make internal messages or external messages for patient? And if so, if a patient has multiple account numbers can the note be forwarded to all accounts without retyping?

Will there be edits prior to closing batches? Example: Is our posting date correct? Is balance correct? There are secondary insurances to bill with balances, would you like a list of these patients?

Ability to post credits via the laboratory system until the patient is inactive on the HIS

K BILLING REPORTS: a. All charges by patient by date b. All charges generated per day by patient c. Summary by charge item d. All charges transmitted via interface to the HIS e. All charges by section/department L ON LINE CHARGE INFORMATION: a. All charges by patient by date b. All charges generated per day by patient c. Summary by charge item d. All charges transmitted via interface to the HIS f. All charges by section/department M COST AND REIMBURSEMENT INFORMATION IS STORED FOR

EACH TEST

a. Cost analysis reports are available b. By CPT4/HCPC code c. Financial Class d. Patient Type

of 8


F U T

W K

C H G

N O

T X T

Does a test cancellation automatically send a credit to the HIS Credit a test if the results were reported

of 4



Y = Available C = Custom (additional cost) F = Future N = Not Available A = Alternative Solution


F

A C N

MICROBIOLOGY APPLICATION FEATURES AND FUNCTIONS A GENERAL FUNCTIONALITY Does LIS support “paperless” microbiology with an on-screen workcard? Does your system supports recording the workup of microbiology cultures? Does the microbiology system standardize processes and promote consistent

reporting?

Do you support capture of audit trail information? Can patient orders remain active until all culture results are entered? Can patients be flagged at the patient level as having a significant occurrence

(e.g., infectious disease)?

Does your system alert the microbiologist of previous positive microbiology results, suspected pathogens and/or possible nosocomial infection?

Does your system have rules based logic? Does the user have the ability to check if and when a patient had a previous

susceptibility on an organism in question?

Can user define a dictionary of specimen source identifiers? Can the system suppress drugs from profiles based on specimen, organism

and location?

Is your system able to support unsuppressing manually or automatically suppressed drugs?

Is correlation of gram stain results with organisms identified supported? Does the system allow the user to view general lab results without leaving the

microbiology application?

Specify how AFB and Fungus Culture final reports are handled (disposition if ordered with routine cultures; reporting “no growth”).

Is supervisor review supported? Does your system have a spell-check to help with free-text fields? Does your system assist the user with populating fields? How? Does your system allow for user defined modification of Help screens? B ORDER ENTRY FUNCTIONALITY Does your system support the recording of the time and the date specimen is

plated in the microbiology department?

Is on-line entry of order information supported including body site? Is on-line entry of order information supported including specimen type? Is the addition of media at order entry supported? Does your system allow for ordering of microbiology procedures on the same

requisition as general lab procedures?

C LABELING FUNCTIONALITY Can subculture media labels be printed? Do media labels specify type of media?

of 4


F

A C N

a) What bar-coding capabilities are available in Microbiology? b) Can barcoded labels on plates be scanned to call up patients?

D RESULT ENTRY FUNCTIONALITY Does your system provide for user defined Organism Workup Cascades? Can specialized data entry keypads be utilized for entering results? Can the user add a susceptibility result after a report has been finalized? Can the user modify sensitivity patterns when further tests are needed? Is display of user-defined organism rules supported? Does your system compare Gram stain with culture results and alert if any

discrepancies?

Is the ability to add sensitivity profiles to orders supported? Does the system alert the user when unusual organisms are isolated (resistant

organisms)?

Does your system have the ability to display whether a culture grew the same isolate as previously submitted cultures? How many days will your system look back?

Is user-defined reflex of a sensitivity based on organism identified supported whether entered manually or posted from an instrument?

Can user define preliminary and final default results for negative cultures? Can tests and/or media be added during workup? Is addition of free text comments at time of final reporting supported? Is automatic interpretation of MIC’s (e.g. S, R) supported based on user

definition?

Is automatic interpretation of Kirby Bauer results (e.g. S, R) supported based on user definition?

Are user-defined resulting keypads supported? Is manual entry of susceptibility results supported? Can results be modified/corrected after they have been released? Are conditional antibiotic rules supported including result cascades and report

suppression of unnecessary expensive antibiotics?

a) Can a result phrase or code be overridden as the workup of a culture continues, thus reflecting changes in culture status?

b) How does this change affect MIC’s?

Describe how your system supports user defined susceptibility resulting; how much flexibility exists in the format of data coming from an instrument or manual input.

Does your system allow attaching comments to specific drug results? E INSTRUMENT FUNCTIONALITY How does your system differentiate same instruments at different facilities

(sometimes the work may be sent to Facility A depending on time of receipt, other times to Facility B)?

Is your system able to mark a test significant based on values uploaded from an instrument?

Is interface with automated analyzers supported? F REPORTING FUNCTIONALITY Is automatic update of no-growth cultures based on user-defined time periods

supported?

Allow display/reporting of preliminary results and mark clearly as preliminary?

Report each days preliminary results without modifying or replacing the previous days reported preliminary results?

of 4


F

A C N

Report final results without modifying or replacing the previous days reported results?

Can reports be entered in batch including the automatic release of negative or “no growth” cultures?

Can report output be automated? Is your system able to reports for Infection Control Alerts to different printers

in a multi-facility environment?

Does your system provide ability to customize antibiotic reports (dosages, obtainable serum levels, antibiotics tested, etc.)?

Does the system support printing drugs on a report based on cost – least expensive drugs nearer the top?

Can the user view a report prior to saving and statusing? Can user-defined rules force auto-reporting based on sensitivity results? Can Kirby Bauer, MIC, and break point results for each organism be printed? Can recommended therapeutic ranges be printed on the susceptibility report? Does your system allow both MIC and Kirby-Bauer results to be reported on

the same patient report?

Is your system able to suppress reporting of certain antibiotics? G BILLING FUNCTIONALITY Can billing be done automatically or manually? How is billing

accomplished?

Can the user alter billing "on the fly" for microbiology procedures performed?

H QC FUNCTIONALITY Is entry of microbiology quality control data supported? Does the system provide user defined susceptibility QC limits and flag out of

control results?

Will QC program prevent results from being sent if QC is out?

I EPIDEMIOLOGY FUNCTIONALITY Is automatic detection of organisms isolated for infection control during entry

of results supported?

For Epidemiology Reports, is the same organism statistically counted only once when patient/source/stay are the same?

Is the ability to flag or list state reportable organisms or diseases supported? Is generation of organism sensitivity reports supported? a. Showing counts of antibiotic tested on organisms and percent of

susceptibility

b. Showing monthly totals by antibiotic c. Sorted by hospital location Is generation of infection control reports supported? a. For inpatients or outpatients b. Sorted by body site c. Sorted by source d. Sorted by patient Can user generate organism occurrence and trending reports? Does your system automatically monitor nosocomial trends by means of an

epidemiological program?

Does your system retain cumulative data on inhibition zone sites by: a. Organism b. Antibiotic

of 4


F

A C N

Is your system able to print monthly and annual reports listing the percentage and number of cultures per microorganism which are sensitive, intermediately sensitive or resistant to each antibiotic used (antibiogram report)?

Does your antibiogram report automatically eliminate duplicate organisms over a user-defined date range?

Can your system generate summary reports of susceptibility patterns for specific organisms by designated selection methods and time frames?

Can your system generate report for positive cultures by: a. Organism? b. Specimen source? c. Body site? c. Hospital location? d. Doctor? f. Patient? Does your system generate infection control reports? Do you support data extraction and creation of notifiable disease reports for

different state agencies including patient demographic data and physician contact information?

Does your system support the ability to determine a blood culture contamination rate. If so, can the contamination rate be determined per phlebotomist?

Can epidemiology information be exported to Excel?

of 2


Instructions: Please insert your response into the comment column.

DESIRED FUNCTIONALITY COMMENT What database management system(s) are

supported?

What server hardware is supported? What server operating system is supported? Will the hardware be supported by the OEM

vendor?

Describe environment and space requirements for proposed hardware.

What are your application programming language(s)?

Describe network connectivity requirements (including supported protocols).

Describe workstation requirements. Is thick or thin installation supported? Describe printer requirements. Specify how much (if any) planned downtime is

needed per day/per week for routine system backups and maintenance.

What recovery/disaster procedures and tools are available with your system?

Describe the fault-tolerance and failover configuration options offered.

How many database environments are recommended/supported (e.g. Production, Test, Training, Upgrade, etc.)?

Is the database schema documented and provided to the client?

Describe the capacity planning guidelines for initial setup and future requirements.

Does the system support output to fax server software? What software is included in your package?

What HIS systems have been interfaced? Are all system interfaces HL7 compliant? What

versions of HL7 do you support?

Do you support the use of Interface engines? Describe the utilities available for managing and

configuring interfaces.

Does the system attempt to resend transactions in the event of a failure?

What physician practice management systems (PMS) and electronic medical records (EMR) systems have been interfaced?

What reference laboratories have been interfaced? Describe the interface functionality.

What robotics systems have been interfaced? Please provide list of interfaced instruments? Is this

direct to LIS or through a data manager/middleware.

How does your system handle remote instrument

of 2

DESIRED FUNCTIONALITY COMMENT connections?

Does your system include a Positive Patient/Specimen ID module? Is this yours or through third party?

Does your system Interface to POC Instruments? Describe.

Does your system support an automated interface to State Department of Health for required reporting?

Describe the ad-hoc reporting capabilities that are available.

Describe the standard reporting capabilities that are available (i.e. vendor created reports).

Can reports be generated on a scheduled basis? Do you provide a web based OE/RR module for

client use? Is this yours or third party? Describe.

Describe the scalability of your system. Small client vs. large client?

Describe system performance monitoring tools. Describe system operations monitoring tools. Explain fully how your system prevents the loss of

data, in event of a failure.

Describe barcode support. Does the LIS support multiple laboratories?

Describe.

Is there a data conversion process for Anatomic Pathology and Blood Bank History files?

Is role based security supported? Describe. Are unauthorized attempts to access system and/or

system function limited and logged?

What policies are available for password lifetime (and what is the maximum expiration)?

Does the application have a user definable auto log off capability?

Explain the user auditing functionality available in the product.

Does the LIS support LOINC? Describe. Does the LIS support Citrix? Describe. Does the LIS support an HL7 Reference Pointer

Interface in PDF formats? Describe.

Does the vendor maintenance contract include 24/7 support for all issues including technical and software related? Describe.

Does the vendor offer remote hosting? If so, is there a cost difference for implementation and/or support. Describe.

Does the LIS support Virtualization (Virtual Server)? Describe.

Does the LIS have vendor configurable interfaces? Does the LIS rely on the site to manipulate HL7 data, or can the LIS configure the data with translations, tables, etc. without the need for an interface engine?

of 3

REQUEST FOR PROPOSAL Instructions: Place an ‘X’ in the appropriate column for each question. Comments can be inserted directly beneath the question. Key for columns:



A C N

POSITIVE PATIENT ID APPLICATION FEATURES AND FUNCTIONS

A GENERAL INFORMATION

What hardware and software solutions are currently working in a live, production

environment?

How many clients are currently using your SoftID solution?

Please give a detailed description of the software and hardware the vendor is proposing and the cost.

Provide detailed information regarding customer site requirements for their proposed system. Include information on: floor space, electrical requirements, temperature and humidity control, telephone modem lines, and any other such requirements.

Who is responsible for training our personnel?

Where will training be performed on-site at customer location or at vendor’s location including typical duration and cost?

What is the average time for implementation of clients?

Are there any special software requirements?

Would the vendor present an on-site or customer site visit demonstration of their system’s capabilities and/or participate in an on-site question and answer session to resolve any questions that the customer may have.

What is the cost of the equipment and maintenance?

How is the number of devices determined?

What are the customer site requirements?

Please describe your customer support program.

Do you require a PO to address customer emergency support not covered in the contract

of 3


A C N

Do you have an 800 toll free number?.

Does your system have RF capabilities? If so, explain the technology used.

Does your system use docking stations?

Do you charge for software upgrades?

What is the process for upgrades

Is there a limit as to how many patient orders/tests can be uploaded to or downloaded from the device at one time? If so, how many?

Explain how password security works on the handheld or other device utilized with your system. Is each device password protected? HIPAA compliant? Can information be seen/accessed if a phlebotomist lays the device down while drawing the patient (i.e. do you have to be looking directly at the screen, or can the screen be viewed from the side)?

Does your system have the ability to print to label printers at the bedside? If so, please detail the different models that can be used, their size and weight. Are there limitations on the size of label or the format that can be printed? We need to make sure that our SoftLab label size and format can be used.

How do labels get routed to the barcode printer? Is it by request of the phlebotomist? What action causes a label to print?

Can labels be reprinted from your handheld device?

Is each device assigned to an area of the hospital? Or is a phlebotomist assigned to an area of the hospital? How does your system route the draws to the correct person?

If there are 8 phlebotomists on the floors drawing patients, how does a request to draw a patient get routed to the appropriate phlebotomist? What criteria are used? .

Explain how the phlebotomist will manage their workload. Can they view pending orders on line? Timed collections? What type of messaging capabilities does your system have?

Please describe any table building or tailoring which will need to be done as part of implementation, and ongoing maintenance. I.e. rooms/beds?

B ORDERING Explain the process that would occur at the patient’s bedside, assuming that the

patient has a bar-coded identification band with their Medical Record Number.

of 3


A C N

Describe how and what type of information can be uploaded to the identification

device from SoftLab.

Does Uploading to the device occur automatically (real time)? Explain the criteria/timeframe which causes an automatic upload.

What information is collected at the bedside? Phlebotomist’s ID? Collection date and time? Patient ID? Etc? Will this information pass to the matching patient order in SoftLab to document the collection?

Describe how and what type of information can be downloaded from your device to SoftLab.

Does downloading from the device occur automatically? Explain

If the barcode on the patient’s ID band is the patient’s Medical Record Number, does you system have the ability to communicate with SoftLab to obtain the appropriate patient Visit/Stay number? Or, is that not necessary? Please explain.

If the barcode on the patient’s band cannot be scanned, can the phlebotomist override and manually enter the patient’s ID number?

Are canceled orders removed from the device?

Does the device update with status changes for orders?

If a STAT test is ordered in SoftLab, how is this communicated to the device and to the phlebotomist?

Can tests be added at the bedside by the phlebotomist through your device? Such as venipuncture charges? Tests to obtain labels for extra tubes? Explain this process. Explain how this new information would be communicated from the device to SoftLab?

If a patient is a hard draw and the first phlebotomist can’t get it, and another phlebotomist is dispatched, can the order be routed from the original phlebotomist to the second phlebotomist. Explain how this is done.

How does this system work with a John Doe?

of 4





F

A C N

OUTREACH/WEB PORTAL APPLICATION FEATURES AND FUNCTIONS

A GENERAL FUNCTIONALITY Please provide a description of your software, its functionality, and the core

components and optional components of your system. Functional descriptions should include and be ordered as follows: order entry, medical necessity checking, ABN printing, order status tracking, barcode labeling, cumulative result reporting, result trending (display/print), insurance triaging, customized report formatting, and then any additional features. Describe:

Briefly describe the advantages and benefits of your Software. Are there any cost savings which a user should expect from use of your software? Describe:

Do you have an operational interface with various applications (lab, mic, bank, etc)? Please describe. Please provide references.

Please describe your security module. Can security be assigned by Clinic, by location, by role, by user? Describe:

What type of audit trails does your system provide? Example: Person, Date and Time for: Ordering Dr., Input clerk, Phlebotomist, Patient Results Inquiry and printing reports?

What encryption/authentication mechanisms do you use? Please describe:

Do you offer a data repository with your product and/or does your product interface to other vendors data repositories? Please name vendors/products. Is this ability available in a standard configuration or as an add-on?

Please provide your hardware and operating system standards.

Please describe how your system is set-up and maintained. Can tables be imported or updated from the LIS? Describe:

of 4

Provides interface capabilities with different Practice Management software

vendors. Provide a list of Practice Management systems to which your system currently interfaces? Describe standard interface functionality.

Provides for medical necessity checking and ABN printing. Describe:

Provides on-line context based help screens to assist novice users in all applications?

B ORDER ENTRY Provides an Order Entry solution screen customizable to fit the needs of the

individual client?

Provides a comment section for easy free text entry of additional information?

Does the system generate a paper requisition? Shipping manifest? Please describe:

How much time and how many screens are required to place a basic order? Please provide user manual or screen shots.

Provides Quick/Mini Registration capabilities?

Set-up provides for automatic warning or disallows duplicates, overlap, and excessive frequency orders?

Does the system have the ability to capture an ordering physician, as well as a copy to or consulting physician and transfer that information with the order electronically? What is the maximum number of “copy to” physicians?

Describe how the system manages multiple physicians working with the same patient.

Does the system have the ability to indicate if the test results should be called, or faxed?

Ability to prioritize as Routine, STAT or URGENT at the order level? At the Test level?

Does your system support the printing of Bar coded specimen labels? If so, explain. Will it calculate the correct number and type of tubes for multiple tests? What type of equipment is required in the physician office?

Does your system have the ability to customize a list of frequently ordered tests per client and/or per physician (“My Favorites” list)?

Does the system support a test directory which includes specimen requirements for: drawing, storage, and transport? How is this built and maintained?

Are reference ranges and units displayed as sent by the LIS? Or are references built and maintained in your product?

Provides functions for: specimen collection, bar code labeling?

of 4

Please describe specimen collection scheduling capabilities.

Describe:

Provides automated Medical Necessity validation for tests with National Coverage Decision (NCD) / Local Coverage Decision (LCD) based on payer; Describe your maintenance strategy for NCD/LCD tables?

Provides for intelligent prompting for accessioning; e.g. when a wound culture is ordered, the system prompts the user for site/location?

Provides intelligent sample labeling; groups samples in chemistry together and prints on labels while hematology tests print on separate label and microbiology prints separately; allows for making the number of labels configurable for each test?

Provides standing order management with auto renewal notification?

Provides ability to reprint labels on demand at the ordering location?

Ability to have customized questions at order entry, such as asking “Is patient on anticoagulation therapy?” when a Protime/INR is ordered; or LMP on a PAP smear; or last dose on a therapeutic drug or antibiotic therapy on a culture.

Can the client track the status of orders placed? Explain.

How does the system link client ID to the LIS MRN assigned? The patient’s Visit? Is this through an interface with the lab system? Describe how this works.

Provide a list of the patient information fields. Identify which are mandatory and optional?

Is the responsible party information sent with the order?

How does your system support merging or unmerging of patient information? When initiated in the LIS system? When initiated in your system?

How is the diagnosis information for the medical necessity data base loaded and maintained?

Are ABN forms available in multiple languages? Indicate which languages are available.

C RESULT QUERY Does your system support look up of Clinical Lab results from General Lab,

Micro, Path and Blood Bank?

Describe how this works and supply print screens from actual clients who are

using your system with each of the above. Describe:

of 4

Does your system support a View of Trending of Clinical Laboratory results?

Are Enterprise wide patient results ordered by the Client/Physician available (i.e. patient in the Hospital, ER or outpatient clinics?)

Are there time limits as to how far in the past results can be stored/viewed?

Does your system allow the physician to add NOTES to results which they have viewed, independent of the actual test results? Explain.

Does your system give the physician the ability to set their own alert values?

How does your system alert the physician when there are new results that they have not viewed or that there are STAT results? Or highly abnormal results to be viewed? Explain.

Can the physician/client define their results display? Describe:

Can the physician forward lab results or give temporary access to another physician through your system? If so, how?

Provides client specific critical levels?

D RESULT PRINTING/REPORTING Are the results available for printing to the physician office? What type of

printer connection is required? Can the printing be directed to a system networked printer? Please explain all printing options.

Provides customizable result report formats?

Automatically maintains a record of reports delivered by each reporting modality (FAX, Printer, and E-Mail, etc.); Provides easy access to these audits at any time?

Provides ability to graph results?

How does the system handle a corrected report? Please explain.

of 10



Y = Available C = Custom (additional cost) F = Future N = Not Available A = Alternative Solution


F

A C N

Account Management

Can Accounts be setup in the system?

Can detailed information be defined for Accounts in setup?

Can the user query existing Accounts?

Can doctors be defined in the system?

Can the user add or modify the doctors associated with an Account?

Can the user add or modify the contacts associated with an Account?

Can the user define equipment to the Account?

Can the user define supplies required by the Account?

Can minimum/maximum supply levels be defined for an Account?

Can the user define supply prices to the Account?

Can the user view issues associated with the Account?

Can the user modify the list of custom tests for the Account?

Can notes and special instructions be added to the Account?

Can the hours of operation be defined for the Account?

Does the system support printing barcode labels for couriers to use at the location site and to place in pickup boxes?

Can custom requisitions be defined for each Account?

Can those tests frequently ordered by an Account be defined to the requisition?

Can billing information be entered for the Account?

Can active Accounts be displayed on an online map?

of 10


F

A C N

Can a Customer Service Representative be assigned to an Account?

Can a Sales Representative be assigned to an Account?

Can a Hospital Medical Group be associated with an Account?

Can an Account be defined to the facilities mailing list?

Call Management

Can customer calls be capture in the system?

Can call details be associated with an incoming call?

Is web access to call registration available?

Can a list of expected callers for an Account be stored in the system?

Can calls be categorized by type?

Can detailed information be entered for each call?

Is the ability to make comments and take phone notes per sample, client or call supported?

Can supply requests be entered by way of call registration?

Can calls be cancelled?

If calls are cancelled, is a cancellation reason captured?

Can the user query the system for a past call?

Can courier/phlebotomy requests be entered from the Call Registration option?

Can the schedule of a courier’s/phlebotomist’s routine routes, on which this location is defined as a regular location stop, be accessed from call management?

Can multiple patient orders be entered?

Can dropped calls be tracked?

Courier Management

Is courier route definition supported?

a. Are full day routes supported?

of 10


F

A C N

b. Are half day routes supported?

c. Can specialty routes be defined?

Is the distance between locations calculated?

Is the average travel time between locations calculated?

Are couriers assigned to routes?

Is usage of PDAs supported?

Are courier tasks downloaded to PDA?

Can routes be updated dynamically?

Can couriers be notified of additional locations?

Are multiple deployment paths supported for PDA installation?

Can system be installed on multiple types of PDA devices?

Are user permissions to use PDA devices security controlled?

Is delivery of supplies documented?

Is specimen pickup at physician offices documented?

Is specimen drop off at testing locations documented?

Is supply delivery documented?

Can the user document unscheduled non courier functions performed by cab?

Can the user document unscheduled non courier functions performed by messenger services?

Can management reports be generated?

Can history reports be generated?

Can GPS tracking devices be utilized?

Phlebotomy Management

Are Stat phlebotomy services documented and tracked?

Are routine phlebotomy services documented and tracked?

Can multiple patients be added to a phlebotomy request for a location?

of 10


F

A C N

Can patients be indicated as fasting?

Can a pickup date be entered?

Can patient insurance be entered?

Can instructions be entered?

Can patient and order specific information be entered?

At time of collection, can phlebotomist access patient diagnosis?

Is patient demographic information displayed on the PDA device?

Does the PDA device display the tests to be collected?

Can the phlebotomist indicate in the PDA device if specimens could not be collected?

Can labels be printed at collection site to affix to the collected specimen?

Can the phlebotomist add a new collection order to the PDA device?

Can the phlebotomist cancel the collection process?

Can the phlebotomist enter notes/comments?

Can the phlebotomist modify the assigned location while already working the assigned route?

Can activities be assigned from one phlebotomist/courier to another?

Can physician’s order authorization be documented?

Route Management

Can new courier/phlebotomist routes be easily set up or modified?

Can specific couriers/phlebotomists be assigned to a given route?

Can a specific vehicle be assigned to a given route?

Can the user define holidays in the system?

Can a route be setup such that it is not active on holidays?

Can a route be setup to be active only on holidays?

Can location visits be based on pickup requests?

Can routes be setup for a specific day of the week?

of 10


F

A C N

Can multiple Accounts be assigned to the same route?

Can an Account be assigned to multiple routes?

Can hardcopy Route report be generated?

Can routes be defined separately for couriers and phlebotomists?

Can zip codes be associated to regions?

Can couriers and phlebotomists work schedules be defined?

Is courier/phlebotomist availability easily ascertained?

Can the user replace the individual assigned to a route with a substitute in the case of vacations?

Can the system produce route map?

Can the user review completed routes?

In the case of PDA malfunction, can the user manually enter route information for interrupted routes into the system?

For unassigned requests, can the system display routes most closely matching the request?

Customer Relationship Management (CRM)

Can case/problem calls be registered by way of Call Registration?

Are appropriate individuals automatically notified at time of case/problem entry?

Are problem and complaint tracking supported?

How is a Case/Problem registered?

Can a Case/Problem be linked to an order?

Can the user attach document(s) to the case/problem call?

Can the user link the calls that are associated with the same case/problem?

Can a Case/Problem be assigned to a Customer Service Representative (CSR) group?

Can a problem type be assigned to a Case/Problem?

Can turnaround time be defined for problem resolution?

of 10


F

A C N

Can users easily determine if turnaround time has been exceeded on assigned

Cases/Problems?

Can the supervisor be notified when a Case/Problem is entered?

Before a Case/Problem is completed, is supervisory review required?

Can client notification actions be defined? Is so, what types?

Can the user assign client-required tasks to specific electronic work queues by job function or individual, e.g. task to courier, etc.? How can the task queue be set up and managed (e.g. full text descriptions of tasks, coded tasks, timetable for completion, person assigned, etc.)?

Can a Case/Problem be assigned to a specific employee?

Can a document be associated with a Case/Problem?

Can users easily access assigned Cases/Problems?

Is the user notified when a new Case/Problem has been assigned?

Can a user/CSR belong to more than one Case/Problem group?

Are there alerts to the client service representative, via on line or printed report, when tasks have completed as scheduled?

Is the ability to access online a client log to determine issues, problems outstanding and current status supported?

Supply / Inventory Management

Can the user define minimum inventory levels for each supply item?

Can the user define maximum inventory levels for each supply item?

Are supply requests documented?

Can supply orders be submitted by:

a. telephone request?

b. fax?

c. hard copy?

At time of supply delivery, is the inventory automatically updated at the client site?

At time of supply filling, is the inventory decremented at the supplier site?

of 10


F

A C N

Are inventory back orders automatically created as they occur?

Are back orders tracked to resolution?

Can bar coded delivery labels be printed for delivery packages?

Can supply deliveries be assigned to a courier?

Can delivery tasks be downloaded to a courier’s PDA?

Is delivery of supplies documented?

Is supply usage automatically tracked based on test specimens picked up?

a. Is this tracked for a user defined time period?

Can utilization reports be produced based on supplies provided to clients?

Can utilization reports be produced based on work received from each client site?

Can recurring supply orders be easily canceled?

Can specimen status be monitored?

Can multiple inventory locations be defined?

Can the user access multiple inventory locations when filling supply orders?

Can each package of supplies be uniquely identified?

Can supply orders be designated as “Stat”?

Does the system capture the date when the last order was placed for an item?

Does the system capture the date when the last request for an item was filled?

Does the system capture the name of the caller that made the request?

Does the system capture the name of the CSR who filled the client’s request?

If insufficient stock is available for a supply item, can the order be partially filled, with the remainder put on back order?

Can a supply manifest be printed for inclusion with the package?

Can package history be viewed?

Can packages be marked as missing?

of 10


F

A C N

Can supplier accounts be defined in the system?

Can detailed information be entered for each supplier?

Can multiple suppliers be defined for the same item?

Can the user easily determine which supply items are below minimum levels?

Can supply orders be printed for mailing or fax?

Can supply orders be emailed to the vendor?

Are inventory reports available?

Are supply returns easily processed?

Can the reason for the return be documented?

Can barcode labels be generated for inventory items?

Fleet Management

Can information be defined for each vehicle in setup?

Can vehicle assignment to stat routes be documented?

Can vehicle assignment to scheduled routes be documented?

Can mileage totals per route time period be documented?

Can vehicles be removed from service for defined maintenance periods?

Can vehicle history reports be produced?

Can vehicle maintenance be scheduled based on time in service alerts?

Can vehicle maintenance be scheduled based on mileage alerts?

Can vehicle service history be accessed?

Can vehicle information be captured in the service history?

Can the user define types of car service in the system? If so, what information can be entered for each service type?

Can vehicle problems be documented?

Can vehicle inventory be defined?

Can vehicle usage be assessed?

of 10


F

A C N

Can barcode labels for vehicle identification be printed?

Can the user replace the vehicle assigned to a route with a substitute in the case of prolonged repair?

Equipment Management

Can equipment be registered in the system?

Can the system indicate the number of accounts that have this type of equipment?

Can the user determine which client has been assigned a particular piece of equipment?

Can equipment QC be documented in the system?

Can the user determine when QC was last performed on the equipment?

Can the user determine who performed the last QC of the equipment?

Can the user determine when the next equipment QC is scheduled to occur?

Management Tools

Can call trends be determined?

Can call statistics be generated?

Can email traffic be monitored?

Are other management tools supported?

Are management reports available?

Can information be output in MS Excel format for analysis?

Security

Are security features included as a part of the system?

Is a password required to access the system?

Is password encrypted?

Can user profiles be defined in security?

In security, can personnel be designated as couriers or phlebotomists?

Can work schedule for an employee be defined?

of 10


F

A C N

Can a photograph be associated with the employee in security?

Can a vehicle be associated with the employee in security?

Can security permissions be assigned to groups?

Can specific system functions be defined to a user?

of 2


Instructions: Please insert your response into the comment column.

DESIRED FUNCTIONALITY COMMENT BUSINESS ENVIRONMENT Company Name Company Address Company Website Contact Name and Title Contact Phone, Fax and Email Additional Contact How many years has your company been in

business?

Define ownership of your company (private, subsidiary, etc).

Has your company been acquired or merged into any other organization within the last three years?

Are you a subsidiary of or under the control of any other corporation, individual, or other entity? If Yes, please provide Entity Name.

Do you plan to sub-contract any portion of the services required to another company?

What percent of total annual revenue is devoted to Research and Development?

What was your company’s gross revenue during the last three years?

Total Employees Provide a brier history of your company Is your software license perpetual? Can source code be held in escrow? Did you originally author your own application

software?

Will you provide software upgrades to support mandatory regulatory requirements such as CLIA, CAP, FDA?

Does your company provide all hardware as bid? Does your company provide all application

software as bid?

Is seven (7) days a week, 24 hour support available?

Do you have an 800 toll free support number? What is your policy regarding acknowledgment of

customer problem calls?

Describe how your Customer Support system will track, record, prioritize, and report calls received.

Is your support staff required to have any type of certifications?

Describe a client’s responsibilities regarding troubleshooting software, hardware, and communication problems.

Does your company provide regular software updates as part of the software maintenance contract?

of 2

DESIRED FUNCTIONALITY COMMENT How often are updates of your software released? Do you access our LIS for maintenance of software

or software upgrades?

Does your company have a users group? What is the delivery time once the order is placed

for hardware delivery?

What warranty period is provided for hardware? What warranty period is provided for software? Describe scalability. What is your implementation approach? Describe training offered. Is documentation provided? Is security by user ID and password available? What other levels of security exist? Is user access to various LIS functions limited after

a successful log-on?

What are the limitations/constraints when creating user ID’s?

What are the limitations/constraints when creating passwords.

Are unauthorized attempts to access system and/or system function limited and logged?

What policies are available for password lifetime (and what is the maximum expiration)?

Can the user change his/her own password without going to an administrator)?

What policies are available with new and old passwords (e.g. force change on first-time password, warn before old password expires, etc)?

Does the application have an auto log off capability?

Does the software segment the security setup by user group or sections

Explain the auditing functionality available in the product.

of 1

11/5/2012file://H:\My Documents\RFPs\2012\Pathology Services Organization Chart - 2012.vsd

hr.universityhealthsystem.comhr.universityhealthsystem.com/purchasing/pdf/862.pdf · Centrifuge,...

Documents

Transcript of hr.universityhealthsystem.comhr.universityhealthsystem.com/purchasing/pdf/862.pdf · Centrifuge,...