Setup Information User Guide 1

SetupInformationUserGuide

There is now the option to view setup information in either PDF or Excel format. Use this information to

help define Mayo Medical Laboratories tests within your Laboratory Information System. The setup

information for individual tests can be found in the LIS Resources callout box located on the right side of

any page in the Test Catalog (Figure 1).

Figure 1. Locating setup information.

PDF Format The PDF version provides a formatted report with setup information displayed in a tabled, easy-to-read

view.

Each PDF contains basic information such as reporting title, performing location, specimen

requirements, AOE codes, result codes and reference values (Figure 2). Additional information may be

listed in the report depending on which test you are viewing.

Setup Information User Guide 2

Figure 2. DCRN Setup Information PDF.

Excel Format For more detailed information, download and view the Excel spreadsheet. Since the spreadsheet view

provides more information, it can be somewhat confusing when viewing for the first time. In the next

section of this document, you will learn how to read the setup information Excel spreadsheet.

Understanding the spreadsheet

As an example, we will look at Mayo Test ID DCRN.

The spreadsheet must be downloaded or saved and opens with Excel (or compatible software). If you

open more than one Excel document at a time, each one will open in a new window. Generally, the main

attributes of a test are contained in the first row, with related information nested beneath it (Figure 3).

Setup Information User Guide 3

Figure 3. Excel spreadsheet for test DCRN.

To help you better understand the spreadsheet we are going to focus only on the test information,

which is located in line 2 in every spreadsheet (Figure 4).

Figure 4. Test information for DCRN highlighted in the Excel spreadsheet.

Identifying Information

The first four columns are identifying information for the test. In this section, you will find the Test

Referenced, Entry Type, and Mayo ID columns (Figure 5).

Figure 5. Identifying information for test DCRN.

The first column is Test Referenced (Column A). This column will provide you with the Mayo ID of the

test you are building and is used to group related items together.

The next column is Entry Type (Column B). This column provides the category of the current row.

Available categories are Test, Specimen, Result, Order Question, Question Option, Component, and

Reflex Test. For line 2, which is the test you are building, the Entry Type should always say Test.

Setup Information User Guide 4

The third column, Mayo ID, is the updated test ordering codes. Mayo ID (Column C) is now the

preferred test ordering code. The Mayo Test ID is an alphanumeric code that represents each test.

Descriptive Information

The next three columns contain descriptive information about the test you are building (Figure 6).

Figure 6. Descriptive information for test DCRN.

The Description column (Column D) contains the full name for the test you are viewing.

The Reporting Description column (Column E) contains the reporting description for a test.

The Method column (Column F) contains the testing method.

Specimen Information

The next several columns contain specimen information about the test you are building (Figure 7).

Figure 7. Specimen information for test DCRN.

In this section, you will find information regarding the Collection Container (Column G), Temperature

(Column H), Stability (Column I), Specimen Volume (Column J), Units of Measure (Column K), Specimen

Requirements (Column L), Minimum Volume (Column M), and Reject Due To (Column N). Because each

test may require one or more individual specimens, these entries will be listed in separate rows directly

under the main test. The values for temperature and stability (Columns H and I) will be found on these

rows, and will be blank on the row for the test itself.

Reference Value Information

The next column contains information on the Reference Values (Column O) for the test you are building

(Figure 8).

Setup Information User Guide 5

Figure 8. Reference value information for test DCRN.

Turnaround Time Information

The next three columns contain information regarding turnaround time (Figure 9).

Figure 9. Turnaround time information for test DCRN.

In this section of the spreadsheet, you will find information regarding the Days/Times Performed

(Column P), Analytic Time (Column Q), and Maximum Lab Time (Column R).

Coding Information

The next four columns contain information on billing and coding (Figure 10).

Figure 10. Coding information for test DCRN.

In this section of the spreadsheet, you will find information regarding the CPT Units (Column S), CPT

Code (Column T), LOINC Code (Column U), and LOINC Attributes (Column V). If the test contains

multiple components with separate CPT codes, these will be listed on separate rows and the CPT Code

value for the test will read PROFILE. LOINC codes will be included (where available) on subsequent rows

that list the result codes for a test.

Setup Information User Guide 6

Components and Reflex Test Information

The next two columns contain information applicable only to Component and Reflex Test entry types

(Figure 11).

Figure 11. Components and reflex test information for test DCRN.

The Always Performed column (Column W) informs you whether or not a component or reflex test is

always performed under the testing algorithm. The Orderable Separately column (Column X) states

whether or not a component or reflex test is orderable separately. These columns will only contain data

on rows that describe a related component or reflex test.

Performing Location Information

The last column contains the Performing Location (Column Y) for the test you are building (Figure 12).

Figure 12. Performing location information for test DCRN.

Subsequent Rows in the Spreadsheet As a reminder, we have been viewing the first line of the spreadsheet which contains just the general

test information. There are still two additional rows in the DCRN spreadsheet (Figure 13).

Setup Information User Guide 7

Figure 13. Subsequent rows in the Excel spreadsheet for test DCRN.

When looking at subsequent rows, the first three columns become the most important. Notice how the

Test Referenced column stays the same for all three test rows, but the subsequent rows are nested

beneath the general test information. Lines three and four actually are referencing the Mayo ID column

of the test to which they apply. In a later example, you will see how the Mayo ID is your key to grouping

additional rows.

Looking at line 3, the Test Referenced column stays the same (Figure 14). The Entry Type has changed

to Specimen. The Mayo ID has changed to SERUM. This is to inform you that the specimen that is

applicable to this specific test is serum (which you can also confirm from reading the specimen

requirements for the test). Scrolling to the right of the spreadsheet will provide you with more

information on specimen in the same categories already mentioned. Again, not all of these columns will

contain data, as they may be more applicable to other areas of the spreadsheet.

Figure 14. Specimen information for test DCRN.

Looking at line 4, the Test Referenced column stays the same (Figure 15). The Entry Type has changed

to Result. This row provides you with information about the result codes that will be returned for this

test. The Mayo ID has changed to 31964, which is the only result code for this particular test. Scrolling to

the right of the spreadsheet will provide you with more information on result codes. Not all columns will

contain data, as they may be more applicable to other areas of the spreadsheet. In particular, note that

the Method column (Column G) indicates whether the result is a numeric or alphanumeric value.

Setup Information User Guide 8

Figure 15. Result information for test DCRN.

More Complicated Examples Now that you’ve seen a basic example, let’s look at two others that are more complicated.

BRUCB

This is the spreadsheet for Test ID BRUCB (Figure 16). What makes this test a little more complicated is

that it contains Ask at Order Entry (AOE) Questions, which are reflected in the spreadsheet as Order

Questions in the Entry Type column.

The Order Question subject is located in the Description column. For the BRUCB test, you will need to

provide an answer about the specimen source upon ordering this test. For AOE questions, the Method

column (Column G) indicates whether the question may be answered with any text value, or if the

answer must be chosen from a defined list. In the case of a list, the possible values are listed on

individual rows directly below the row that describes the question.

Figure 16. The Excel spreadsheet for test BRUCB.

Some AOE questions are reflected back to your LIS as result codes and some are not. You will be able to

identify whether a question is reported by examining the Mayo ID column (Column C) for the question

and result rows. Reported questions will have a Mayo ID that corresponds to the Mayo ID of a result.

Notice there are still specimen and result categories to view, as there were in the first example. This

example is also only for one test with no additional testing required.

Setup Information User Guide 9

CDCOM

Next we have one of the most complicated examples. This screenshot is for Mayo test CDCOM (Figure

17).This test is a profile with multiple components, and it also has reflex tests which may be added to

the initial order according to the testing algorithm. The spreadsheet includes the information you need

to define all of these individual items within your LIS. Each group of entries is separated by an

alternating background color and a heavy border.

Figure 17. The Excel spreadsheet for test CDCOM.

As you already know, the first row contains the test information. The following two rows beneath it are

the two specimen types which are collected when ordering this test. It is easier to understand how to

read the rest of this spreadsheet if you read it in a “Z” pattern while focusing on the first three columns.

I will break it down using lines 5-7 on the spreadsheet (Figure 18).

Setup Information User Guide 10

Figure 18. Lines 5-7 of the CDCOM spreadsheet.

Starting with line 5, the Test Referenced is still CDCOM, but the item being described is now a

component of that test.

When you look at the Entry Type column, you will see the entry type has changed to Component.

Next looking at the Mayo ID column, you see that the Mayo ID is IGA. This is the Mayo ID of the

component test that is performed when CDCOM is ordered. That is the first part of our “Z” (Figure 19).

Figure 19. Line 5 of test CDCOM.

Next, we look at line 6. In the Test Referenced column, you now see IGA (Figure 20). This is because the

following rows of information in this section of the spreadsheet are all related to the IGA test

specifically, not directly to CDCOM.

Figure 20. Entry type column on line 6 of test CDCOM.

The Entry Type column tells you that the specimen type for this test is SERUM, as displayed in the Mayo

ID column (Figure 21). This essentially completes the “Z” pattern previously referred to, although there

is still another line to review.

Setup Information User Guide 11

Figure 21. Mayo ID column on line 6 of test CDCOM.

For line 7, the Test Referenced column is still IGA, informing you that this is still information pertaining

to the IGA test (Figure 22). The Entry Type column is now Result, telling you that there is a result code

for the IGA test (in this case, the Mayo ID of the result is the same as the Mayo ID of the component).

The “Z” pattern can be seen when reading this line as well.

Figure 22. Line 7 of test CDCOM.

This is essentially how each line of a spreadsheet with multiple tests should be read. Continuing viewing

other columns in the spreadsheet will provide more detailed information for each line within a group of

related items.