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== Overview ==
== Overview ==

Collect a [[Concepts/Specimen|specimen]] for a service request.
This flow describes how to collect a [[Concepts/Specimen|specimen]] for a service request in Care. You record the collection details and identify the specimen with a QR code or an accession identifier.

== Pre-requisites ==

* A user created a service request for the patient, and you open that service request.
* The requested test or procedure needs one or more specimens.
* The service request is in Draft or Active status. You can edit specimen fields only in these two statuses.
* You have the permissions listed below.

== Permissions ==

{| class="wikitable"
|-
! Permission
! Access
|-
| Can Create Specimen on Facility
| Lets you collect a specimen for a service request at the facility. Facility Admin, Admin, Doctor, and Nurse have this permission.
|}


== Steps ==
== Steps ==
⚫
# Open the specimen from the service request.
⚫
# Enter or generate the accession identifier.
# Record collection time, quantity, method, body site, fasting status, and notes.
⚫
# Save the collection.


=== 1. Open the service request ===
⚫
{{Note|1=Care records the current user as the collector.}}

Open the detail page of the service request that needs the specimen.

The page shows a '''Specimens''' section. This section lists one card for each required specimen type. Each card shows the collection instructions for that specimen type.

⚫
=== 2. Start the collection ===

Select '''Collect Specimen''' on the card of the specimen type that you collect.

Care creates a draft specimen and opens the collection form.

=== 3. Record the collection details ===

Enter the collection details in the form.

{| class="wikitable"
|-
! Component
! What it captures
|-
| Collection Date & Time
| The date and time of the collection. This field is optional.
|-
| Quantity
| The collected amount and its unit. If you enter one of the two, enter both.
|-
| Body Site
| The part of the body that you collect the specimen from. This field is optional.
|-
| Fasting Status
| The fasting state of the patient, and the fasting duration. This field is optional.
|-
| Notes
| More information about the collection. This field is optional.
|}

The form also shows the container requirements for the specimen type, if the type defines them. These requirements are read-only.

⚫
{{Note|1=Care records you as the collector of the specimen.}}

=== 4. Identify the specimen ===

Select how you identify the specimen with the '''Generate QR Code''' and '''Scan Existing''' toggle.

* To create a new identifier, select '''Generate QR Code'''.
* To use an identifier that the container already has, select '''Scan Existing'''. Scan the accession identifier, or type it.

=== 5. Submit the form ===

Select the submit button on the collection form.

⚫
Care changes the status of the specimen from Draft to Available.

=== 6. Print the labels ===

To print the QR code labels, go back to the service request page. Select '''Print All QR Codes'''. Care prints a label for each selected specimen.


== Expected Outcome ==
== Expected Outcome ==

⚫
Care changes the specimen from Draft to Available and shows its QR code.
* Care records the specimen with your collection details.
* The status of the specimen changes from Draft to Available.
⚫
* The specimen has a QR code or an accession identifier.
⚫
* You can print a QR code label for the specimen from the service request page.


{{Navbox clinical}}
{{Navbox clinical}}

{{Related}}
{{Related}}

Latest revision as of 17:28, 14 August 2026

flowclinicalCARE 3.1+

Overview

This flow describes how to collect a specimen for a service request in Care. You record the collection details and identify the specimen with a QR code or an accession identifier.

Pre-requisites

  • A user created a service request for the patient, and you open that service request.
  • The requested test or procedure needs one or more specimens.
  • The service request is in Draft or Active status. You can edit specimen fields only in these two statuses.
  • You have the permissions listed below.

Permissions

Permission Access
Can Create Specimen on Facility Lets you collect a specimen for a service request at the facility. Facility Admin, Admin, Doctor, and Nurse have this permission.

Steps

1. Open the service request

Open the detail page of the service request that needs the specimen.

The page shows a Specimens section. This section lists one card for each required specimen type. Each card shows the collection instructions for that specimen type.

2. Start the collection

Select Collect Specimen on the card of the specimen type that you collect.

Care creates a draft specimen and opens the collection form.

3. Record the collection details

Enter the collection details in the form.

Component What it captures
Collection Date & Time The date and time of the collection. This field is optional.
Quantity The collected amount and its unit. If you enter one of the two, enter both.
Body Site The part of the body that you collect the specimen from. This field is optional.
Fasting Status The fasting state of the patient, and the fasting duration. This field is optional.
Notes More information about the collection. This field is optional.

The form also shows the container requirements for the specimen type, if the type defines them. These requirements are read-only.

📝 Note
Care records you as the collector of the specimen.

4. Identify the specimen

Select how you identify the specimen with the Generate QR Code and Scan Existing toggle.

  • To create a new identifier, select Generate QR Code.
  • To use an identifier that the container already has, select Scan Existing. Scan the accession identifier, or type it.

5. Submit the form

Select the submit button on the collection form.

Care changes the status of the specimen from Draft to Available.

6. Print the labels

To print the QR code labels, go back to the service request page. Select Print All QR Codes. Care prints a label for each selected specimen.

Expected Outcome

  • Care records the specimen with your collection details.
  • The status of the specimen changes from Draft to Available.
  • The specimen has a QR code or an accession identifier.
  • You can print a QR code label for the specimen from the service request page.