copyright 2004, Welford Medical Computing, Inc. All rights reserved

USING LAB BOOK CATEGORIES (User's Manual, pgs. 808-815)

First, let's see how to edit the Categories:

1. Press View\Lab Book and enter any patient name.

2. Press Utility\Category Editor.

5. Press Ok to store your changes.

Now, we want to assign our tests to our Categories:

1. Back in the Lab Book, press Utility\Assign Categories.

2. If you want to use the factory default assignments for tests, press the Import button. This is the easiest way to start using Categories quickly, and is recommended if you are using the factory Category tree (or something close to it). However, if you decided to create all of your own Category names from scratch, then pressing Import is a waste of time because the program won't know how to match tests to your own Category names.

3. Pressing Import automatically assigns most (or perhaps all) of your Lab Book Vocabulary tests to Categories. However, some of your tests will probably not be assigned, because you added them yourself and the program doesn't know where you want these remaining tests assigned. By default, these tests are placed into a Category called "Unassigned". You could, if you wish, simply leave these tests there, but you will probably want to assign them to specific Categories (or create new Categories for them if they don't seem to fit into any Categories that you have already created).

4. Check the Unassigned box and uncheck the Miscellaneous and Others boxes to focus on the unassigned tests. For each test on the list, pick the Category to which it belongs, either by picking the name from the Category drop-down list, or by locating and clicking on the name of the Category in the Category Tree, then press Ok to make the assignment. For example, to assign 5' NUCLEOTIDASE to the Category of LIVER TESTS, highlight 5' NUCLEOTIDASE in the Tests list, then choose LIVER TESTS either from the Category list or the Category Tree, and press Ok. The test is then removed from the Unassigned list (and moved to the Others list). Continue this process until you have assigned all of the tests on your Tests list into Categories.

5. If none of the Categories suit you for one of the tests, you can instead press Edit. This opens the Lab Book Category Editor, described above, where you can add new Categories before returning here to assign tests to them.

You can also assign Categories when using the Lab Book Vocabulary Editor:

1. Inside the Lab Book, press Utility\Vocabulary.

2. Enter the name of the test in the Test Name box and press <Tab>. If the test has already been assigned a Category, the name of the Category will appear in the Category box.

3. To change the Category, either pick a different Category in the Category box, or press the Pick from category tree button to choose the Category that way. You can also open the Category Editor by pressing the Edit Categories button.

4. Press Ok to store any changes you made to the terms' Category.

Once you have set up your Categories, you need to do one more step to see them:

1. Inside the Lab Book, press Utility\Options.