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GE Healthcare
Centricity*Cardiology
Data Management System
DMS Admin. - v. 4.2
Master Trainer Guide
Interventional Invasive Clinical Applications
GE Healthcare
540 W. Northwest Highway
Barrington, IL 60010
United States of America
Customer Support:
Application Support Call 1-888-477-8252
Technical Service Support Call 1-800-437-1171
Canadian Customers:
Application Support Call 1-888-477-8252
Technical Service Support Call 1-800-668-0732
option 1 (English) then option 4 (GEHC IT)
Centricity Cardiology DMS – Without Physician Reporting
This is to be used for training only, not as an Operator’s Manual
PN: 0510-CVIT-MTSAEXDMSRevB
Centricity Cardiology DMS Admin.
This is to be used for training only, not as an Operator’s Manual
*Centricity is a trademark of General Electric Company
** Mac-Lab and CardioLab are trademarks of GE Information Technologies, Inc.
PN: 0510-CVIT-MTSAEXDMSRevD
iii
Table of Contents
Program Description .......................................................................................................................................................................................... 10
Objectives of the Master Trainer Program ............................................................................................................................................... 10
Personnel Selection............................................................................................................................................................................................. 10
Participant Learning Objectives .................................................................................................................................................................... 11
Course Overview .................................................................................................................................................................................................. 12
What is the Centricity Data Management System (DMS) .................................................................................................................. 13
Technology Overview ......................................................................................................................................................................................... 14
TRAM-RAC .......................................................................................................................................................................................................... 14
CLabIIPlus Amplifier ....................................................................................................................................................................................... 15
INW Server (Invasive Network) ........................................................................................................................................................... 15
Centricity Cardiology Data Management Server (DMS) .......................................................................................................... 17
Clients and Workstations ............................................................................................................................................................................ 17
HL7 Exports ....................................................................................................................................................................................................... 17
Integrated Electronics Box (IEB) / Uninterruptible Power Supply (UPS) ................................................................................. 18
Launching the Centricity Cardiology DMS Application....................................................................................................................... 18
Patient Information ............................................................................................................................................................................................. 19
Admission/Discharge/Transfer (ADT) .................................................................................................................................................... 22
Correcting Data Errors ................................................................................................................................................................................. 23
Correction #1 – Corrections when NO ADT Interface is present .............................................................................................. 23
Correction #2 – Patient data corrections when there is an ADT Interface in place........................................................ 27
Correction #3 – Correcting Admission/Account errors ................................................................................................................ 32
New System Set-up............................................................................................................................................................................................. 36
Hospital Location ................................................................................................................................................................................................. 40
Group Security ....................................................................................................................................................................................................... 41
User Security .......................................................................................................................................................................................................... 43
Adding a Local User ...................................................................................................................................................................................... 44
Logon and Password Maintenance............................................................................................................................................................. 45
Module Maintenance – Job Maintenance ................................................................................................................................................ 46
Job Maintenance ............................................................................................................................................................................................ 46
Employee Maintenance .................................................................................................................................................................................... 48
Inventory Maintenance ..................................................................................................................................................................................... 52
Managing Module..................................................................................................................................................................................... 53
Account Number............................................................................................................................................................................................. 53
Classification..................................................................................................................................................................................................... 53
Inventory List Management ............................................................................................................................................................................ 56
Folder Structure............................................................................................................................................................................................... 57
Materials ............................................................................................................................................................................................................. 58
Thresholds .................................................................................................................................................................................................... 62
Suppliers ............................................................................................................................................................................................................. 63
List Sharing ............................................................................................................................................................................................................. 64
Resolutions Tab ............................................................................................................................................................................................... 64
List Maintenance Tab ................................................................................................................................................................................... 64
Organize Category/List Structure ........................................................................................................................................................... 68
Export Configuration Tab ............................................................................................................................................................................ 69
Delta Export On.......................................................................................................................................................................................... 69
Centricity Cardiology DMS Admin.
This is to be used for training only, not as an Operator’s Manual
*Centricity is a trademark of General Electric Company
** Mac-Lab and CardioLab are trademarks of GE Information Technologies, Inc.
PN: 0510-CVIT-MTSAEXDMSRevD
iv
Full Export On ............................................................................................................................................................................................. 69
Export Queue Tab ........................................................................................................................................................................................... 70
Error Log Tab .................................................................................................................................................................................................... 70
Service Console ..................................................................................................................................................................................................... 70
Charge Capture Module.................................................................................................................................................................................... 71
Charge Capture Module and Billing Interface Option......................................................................................................................... 77
ICD 9 Codes Import ........................................................................................................................................................................................ 79
Batch Queue ..................................................................................................................................................................................................... 79
Charge Capture Worklist .................................................................................................................................................................................. 80
Using the Charge Capture Work List ..................................................................................................................................................... 81
Inventory Management Module - Requisitions ...................................................................................................................................... 83
Receive Requisitions ................................................................................................................................................................................ 85
Adjustments ...................................................................................................................................................................................................... 86
Preference Cards ............................................................................................................................................................................................ 86
Workflow Considerations when using Orders and/or Scheduling modules in DMS ............................................................ 86
Orders Maintenance ........................................................................................................................................................................................... 87
Orders Configuration .................................................................................................................................................................................... 87
Orders Management..................................................................................................................................................................................... 90
Export Queue .................................................................................................................................................................................................... 91
Forward Orders Queue ................................................................................................................................................................................ 91
Placer Orders Queue ..................................................................................................................................................................................... 92
Temp Patient Queue ..................................................................................................................................................................................... 93
Additional Order Management Features ............................................................................................................................................ 93
Orders Work list .................................................................................................................................................................................................... 94
Using the Orders Worklist ........................................................................................................................................................................... 95
Associate Procedure ..................................................................................................................................................................................... 96
Schedule ................................................................................................................................................................................................................... 98
Scheduling Times .............................................................................................................................................................................................. 103
Case Event............................................................................................................................................................................................................ 103
Reports – Administrative and Procedural.............................................................................................................................................. 105
Procedural Reports ..................................................................................................................................................................................... 105
Administrative ............................................................................................................................................................................................... 107
Module Maintenance - Case Resolution ................................................................................................................................................ 109
Ad Hoc Reports .................................................................................................................................................................................................. 113
Scheduling Administrative Reports .......................................................................................................................................................... 124
Skills Checklist - Centricity Cardiology DMS.......................................................................................................................................... 143
Appendix ............................................................................................................................................................................................................... 146
Physician’s Reporting Considerations ..................................................................................................................................................... 147
EP Clinical Workflow ........................................................................................................................................................................................ 147
Cath Workflow .................................................................................................................................................................................................... 150
Change MRNO .................................................................................................................................................................................................... 152
Changing Account Number ......................................................................................................................................................................... 153
Module Maintenance - Admission ............................................................................................................................................................ 155
Listing Maintenance ........................................................................................................................................................................................ 155
Medication Selection ....................................................................................................................................................................................... 156
ADT Interface Configuration ........................................................................................................................................................................ 157
Centricity Cardiology DMS Admin.
This is to be used for training only, not as an Operator’s Manual
*Centricity is a trademark of General Electric Company
** Mac-Lab and CardioLab are trademarks of GE Information Technologies, Inc.
PN: 0510-CVIT-MTSAEXDMSRevD
v
Module Maintenance - All ............................................................................................................................................................................. 157
Purge Maintenance .................................................................................................................................................................................... 158
Window Customization .................................................................................................................................................................................. 158
Charge Capture – Groups ............................................................................................................................................................................. 159
Groups ........................................................................................................................................................................................................ 159
Charge Capture – Miscellaneous............................................................................................................................................................... 160
Miscellaneous ................................................................................................................................................................................................ 160
Charge Capture – Supplemental Codes ................................................................................................................................................. 160
Module Maintenance – Scheduling .......................................................................................................................................................... 161
Master Patient Index ....................................................................................................................................................................................... 162
Temporary Patient Resolution .................................................................................................................................................................... 162
Insurance Carriers ............................................................................................................................................................................................ 164
Medication Maintenance............................................................................................................................................................................... 165
Services Manager ............................................................................................................................................................................................. 166
Services Configuration .............................................................................................................................................................................. 166
Version Information ......................................................................................................................................................................................... 167
Toolbar Maintenance ...................................................................................................................................................................................... 167
Web Maintenance ............................................................................................................................................................................................ 168
DICOM Maintenance........................................................................................................................................................................................ 169
Imaging ............................................................................................................................................................................................................ 169
Modality Worklist ......................................................................................................................................................................................... 169
Audit Logs ............................................................................................................................................................................................................. 170
Active Log ........................................................................................................................................................................................................ 170
Archived Log .................................................................................................................................................................................................. 171
PID (Patient Identification) Log .............................................................................................................................................................. 171
ADT Archived Log ........................................................................................................................................................................................ 171
Centricity Cardiology DMS Admin.
This is to be used for training only, not as an Operator’s Manual
*Centricity is a trademark of General Electric Company
** Mac-Lab and CardioLab are trademarks of GE Information Technologies, Inc.
PN: 0510-CVIT-MTSAEXDMSRevD
vi
Application Training for Centricity Cardiology DMS
Program Schedule
Day One
08:00-08:15
08:15-08:30
08:30-08:45
Arrival\Welcome\Introductions
DMS w/out Physicians Reporting Introduction
Program Description/Objective
08:45-09:00
09:00-09:30
09:30-09:45
Relational Database & Major Elements
Technology Overview
Break
09:45-10:00
10:00-11:15
11:15-11:30
Patient Info
Correcting Patient Data Errors
New System Set-Up
11:30-12:30
12:30-12:45
12:45-01:30
Lunch
Hospital Location
Group Security
01:30-01:30
01:30-02:15
02:15-02:45
User Security
Logon and Password Maintenance
Break
02:45-03:15
03:15-04:00
04:00-04:30
Module Maintenance – Job Maintenance
Employee Maintenance
Quiz 1/ Question and Answer
Day Two:
08:00-08:15
08:15-09:00
0900-09:30
Review
Inventory Maintenance
Inventory – List Management with customization time
09:30-09:45
09:45-10:15
10:15-11:30
Break
Inventory – List Management customization time continued
List Sharing Maintenance with customization time
11:30-12:30
012:30-12:45
Lunch
Service Console
12:45-01:45
01:45-02:15
02:15-03:15
Charge Capture Module
Break
Inventory Management Module – Requisitions
03:15-03:45
03:45-04:15
04:15-04:30
Orders Maintenance
Scheduling Module
Q&A/ Quiz Day 2
Centricity Cardiology DMS Admin.
This is to be used for training only, not as an Operator’s Manual
*Centricity is a trademark of General Electric Company
** Mac-Lab and CardioLab are trademarks of GE Information Technologies, Inc.
PN: 0510-CVIT-MTSAEXDMSRevD
vii
Day Three:
08:00-08:15
08:15-09:00
Review
Case Event
09:00-09:30
09:30-09:45
09:45-10:15
Administrative Reports – Canned Reports
Break
Module Maintenance – Case Resolution
10:15-11:15
11:30-12:30
12:30-01:00
Administrative Reports - Ad-Hoc Reports
Lunch
Scheduling Administrative Reports
01:00-02:30
02:30-03:00
3:00
Additional Customization Time
Prepare DTU for Customers, Quiz Day 3
Transportation to the Airport
**Class schedule subject to change without notice**
Icons used in this manual:
The check mark icon identifies a task the instructor or student should perform.
This icon identifies additional information or alternate processes the student will find useful in the
use of this product or application.
This icon represents additional information that will the student better understand specific tasks,
activities and processes.
Centricity Cardiology DMS Admin.
This is to be used for training only, not as an Operator’s Manual
*Centricity is a trademark of General Electric Company
** Mac-Lab and CardioLab are trademarks of GE Information Technologies, Inc.
PN: 0510-CVIT-MTSAEXDMSRevD
viii
GE Healthcare
Centricity CardiologyData Management System
DMS Admin. - v. 4.2
9
Centricity Cardiology DMS Admin.
This is to be used for training only, not as an Operator’s Manual
*Centricity is a trademark of General Electric Company
**Mac-Lab and CardioLab are trademarks of GE Medical Systems Information Technologies, Inc.
PN: 0510-CVIT-MTSAEXDMSRevD
Program Description
This course is in a lecture and workshop format and will focus on the DMS applications related to the Mac-Lab**
and/or CardioLab** Software with comprehensive and interactive training, informative lectures and
demonstrations. It will provide a basic overview of the set-up, functionality and optional features in the DMS
system. The objective of this course is to give the student the basic skills necessary to configure the DMS
system to meet the needs and workflow of their facility.
Objectives of the Master Trainer Program
The Master Trainer Program is designed for students who will have System Administrator responsibilities. A
Master Trainer is identified as a resource person for questions regarding the configuration and functionality of
DMS. The objective of this class is to instruct Master Trainers on the functionality of DMS, define responsibilities
of the System Administrator role and configure DMS to fit individual facility workflows. This process facilitates
the ownership of the product and its functionalities from the instructor to the Master Trainer.
In this program, the student will learn how to:












Log on to the system.
Configure various DMS administrative functions to meet individual workflow needs.
Manage Mac-Lab/CardioLab “Master Lists” (Procedures, Medications, Complications, and Contrasts) in
DMS List Sharing Maintenance.
Manage Mac-Lab/CardioLab “Staff” List in DMS Employee Maintenance.
Manage Mac-Lab/CardioLab “Supplies” List in the DMS Inventory module.
Configure and utilize the optional “Inventory Management” features.
Run basic Administrative (Statistical) Reports.
Build customized “Ad Hoc” Administrative reports.
Import Charge Codes/Descriptions and associate them to the DMS Procedures list.
Configure and utilize the optional “Charge Capture” module.
Configure and utilize the optional “Orders” module.
Configure and utilize the optional “Scheduling” module.
Personnel Selection
Maximum learning retention is achieved when a select number of personnel attend and complete this
program. The Master Trainer program will include a Centricity DMS Overview and various course materials
such as the Master Trainer Guidebook.
While everyone wants to learn from an Application Training Specialist, an excessive number of students in a
training program can impede the learning process. Successful learning fails when the goals of training shifts
from the quality of education to the quantity of students exposed to a new system. The DMS system training
Centricity Cardiology DMS Admin.
This is to be used for training only, not as an Operator’s Manual
*Centricity is a trademark of General Electric Company
**Mac-Lab and CardioLab are trademarks of GE Medical Systems Information Technologies, Inc.
PN: 0510-CVIT-MTSAEXDMSRevD
10
will provide the customer with a core team of Master Trainers by focusing on a quality program that mixes
comprehensive system instruction with extensive hands-on training. These Master Trainers will quickly
become a primary resource for internal staff education and are the key to the success of the DMS application.
Master Trainer designees and ancillary trainees should possess the following skills:

Comfortable using a computer with a mouse.

Familiar with the Windows family of operating systems.

Knowledge of the workflow and charting needs of the lab

Understands different types of procedures performed by the lab

Able to Create & Edit Staff Logon ID’s

Able to Create & Edit Procedures, Medications, Staff, Contrast, Complications

Able to determine departmental needs and run associated administrative reports

Should be designated to operate and have continuous exposure to the DMS system.

Demonstrate excellent communication and teaching skills.

Should welcome change, have a fast learning curve, and embrace / support the impact of technology
as an added value to the clinical environment.

Master Trainer designees should be selected in conjunction with the objectives of the area they will
serve (i.e.: Technologist, Physicians, Nurse, and Supervisor).
Multiple Shifts: Please select at least one Master Trainer from all appropriate shifts in your department.
Remember to include Master Trainers for the weekend and on-call shifts when necessary.
As a final note, at least two additional days of training should be added for each facility outside the primary
training site (i.e.: satellite clinic off the primary clinical campus).
The Invasive Clinical Applications team is available to work with any customer to address unique or nontraditional situations. All training events are coordinated to provide the most effective learning environment
possible.
Participant Learning Objectives
At the completion of this course, the student will be able to:

Identify system components and their functions

Admit patients
Centricity Cardiology DMS Admin.
This is to be used for training only, not as an Operator’s Manual
*Centricity is a trademark of General Electric Company
**Mac-Lab and CardioLab are trademarks of GE Medical Systems Information Technologies, Inc.
PN: 0510-CVIT-MTSAEXDMSRevD
11

Customize the system display

State how to change patient information

Manage unresolved cases

Set and administer user and group rights

Work within Master Lists

Delete incorrect patient data

Recognize when to use toolbar, icons and menus

Generate and print administrative reports

Change Medical Record Numbers

Perform administrative functions
Course Overview
This course is designed to provide the Master Trainer with a comprehensive introduction to the Centricity DMS
system. This Applications Guide is to be used as a training aid and is not intended to replace the product
operator’s manual.
After completion of this training course, the user will be able to utilize DMS to do List Management, Inventory
Management, Scheduling, Billing, generate multiple administrative reports and change window settings.
Please refer to Operator/Service Manuals and the On-line Help system for complete product
information.
Centricity Cardiology DMS Admin.
This is to be used for training only, not as an Operator’s Manual
*Centricity is a trademark of General Electric Company
**Mac-Lab and CardioLab are trademarks of GE Medical Systems Information Technologies, Inc.
PN: 0510-CVIT-MTSAEXDMSRevD
12
What is the Centricity Data Management System (DMS)
DMS is a dynamic client/server data repository with a multitude of configuration options. It is designed to meet
the needs of customers from a small single site, single modality, to a large facility running multiple modules
and interfacing with multiple devices. It is comprised of several clinical cardiology modules where procedural
data is recorded and stored.
System Management is the administrative or maintenance module in the DMS system. This is where the
numerous configuration options for each module are set. It also configures users, user rights and the overall
functionality behind DMS.
The backbone of DMS is its relational database. This database supports the immense amount of data
managed and stored in DMS. Additionally, the application has several interfaces available that move data to
and from DMS. The ability to interface with other devices makes DMS a dynamic solution across modalities and
departments. For example, the ADT interface imports patient demographic data, therefore reducing redundant
data entry and errors. The Mac-Lab and CardioLab systems transfer procedural data to DMS for database
recording and the optional Physician Reporting feature. The optional DMS “Registries” module can collect and
harvest data for the following national database registries:



ACC/NCDR - CathPCI Registry
ACC/NCDR - ICD Registry
STS National Database – Adult Cardiac Surgery Database
DMS uses the Microsoft Windows 2003 server operating system. Clients run on Windows XP.
DMS consists of six main areas:
1. Patient Information – is used to search and retrieve patient data and view admission/discharge
information and procedures.
2. Work Lists – allow users to manage purchased options: Orders, Charge Capture (Billing), and Registry
(ACC/ICD/STS) data entry/submission. A worklist where Physicians can view procedures and complete
procedural reports is available with the Physician (Structured Reporting) option.
3. Scheduling - provides the ability to schedule procedures. Users can assign specific staff, devices (labs), and
procedures to be performed for each scheduled event, and this data can be queried from the MacLab/CardioLab.
4. Administrative Reports - allows users to run statistical reports using the DMS database, the user can also
create custom reports.
5. Inventory - allows users to set up and maintain the departmental inventory. Optionally, this module can be
configured to automatically generate requisitions, re-order inventory and interface with third party inventory
systems.
Centricity Cardiology DMS Admin.
This is to be used for training only, not as an Operator’s Manual
*Centricity is a trademark of General Electric Company
**Mac-Lab and CardioLab are trademarks of GE Medical Systems Information Technologies, Inc.
PN: 0510-CVIT-MTSAEXDMSRevD
13
6. Administrative – is used to configure the system for clinical use – In this section, one can add employees
and users, set security levels, manage lists and much more.
Technology Overview
Mac-Lab/CardioLab
The Mac-Lab system monitors and records a patient’s hemodynamic pressures and surface ECG’s during
cardiac catheterizations, while the CardioLab system samples and analyzes intracardiac signals during an
electrophysiology study. Both systems perform functions integral to patient documentation during patient
procedures. Procedural data collected includes; patient demographics, measurements, procedures performed,
medications given, supplies used, complications, contrast, radiology doses, participating staff and case types
(Case Event). All of this data is sent to the DMS database at the end of the study.
TRAM-RAC
Each Mac-Lab system is connected to the Tram-RAC module. The TRAM module is the connection point from
the patient to the Mac-Lab system. This module can acquire patient data such as Non-Invasive Blood Pressure,
Invasive Pressures, 5 – 7 Lead ECGs, SPO2, Temperature, Thermal Dilution Cardiac Output and Respiration Rate.
The Tram-RAC can also be used with the CardioLab system to acquire Non-Invasive Blood Pressures, SP02,
Temperature and Respiration Rate if desired.
Front View
Rear View
Centricity Cardiology DMS Admin.
This is to be used for training only, not as an Operator’s Manual
*Centricity is a trademark of General Electric Company
**Mac-Lab and CardioLab are trademarks of GE Medical Systems Information Technologies, Inc.
PN: 0510-CVIT-MTSAEXDMSRevD
14
CLabIIPlus Amplifier
Each CardioLab system is connected to the CLabIIPlus Amplifier. The CLabIIPlus Amplifier is the connection
point from the patient to the CardioLab system. It acquires patient data such as surface ECGs, intracardiac
signals, invasive blood pressure, and pacing activity. The CLabIIPlus Amplifier is connected to the CPU by a
fiber optic cable, which allows the system to display various signals simultaneously.
INW Server (Invasive Network)
The INW server enables multiple Mac-Lab/CardioLab systems to be networked together, allowing a facility to
start or continue patient studies from various locations and acts as a central storage area for all patient
studies. Nurse’s workstations, Pre/Post-Op workstations, and Review Workstations can also be added to the
network in order to maximize workflow possibilities. The INW server also automatically publishes DMS list
exports (Supplies, Medications, Staff, Contrast, Procedures and Complications) to the labs and keeps these lists
synchronized between all systems. The INW server operates on a Windows Server 2003 platform.
Centricity Cardiology DMS Admin.
This is to be used for training only, not as an Operator’s Manual
*Centricity is a trademark of General Electric Company
**Mac-Lab and CardioLab are trademarks of GE Medical Systems Information Technologies, Inc.
PN: 0510-CVIT-MTSAEXDMSRevD
15
Centricity Cardiology DMS Admin.
This is to be used for training only, not as an Operator’s Manual
*Centricity is a trademark of General Electric Company
**Mac-Lab and CardioLab are trademarks of GE Medical Systems Information Technologies, Inc.
PN: 0510-CVIT-MTSAEXDMSRevD
16
Centricity Cardiology Data Management Server (DMS)
The DMS server stores patient data and controls the master lists. If your system is networked to the INW, lists
will synchronize automatically as changes are made. If your system is a stand-alone system you will need to
manually update each system through use of the service console. The DMS server performs the following
functions:

Master List Management
o Medications
o Complications
o Procedures
o Contrast
o Staff
o Supplies






Inventory Management Option
Orders Management Option
Charge Capture (Billing) Option
Scheduling
Statistics (Administrative Reports)
Physician Structured Reporting
Registry Data Management (ACC/STS/ICD)

Clients and Workstations
The following are offered as either a workstation hardware purchase or as a software only client. Nurses
Workstations, Physician Workstations, Remote Workstations, Pre/Post Op Workstations and DMS only Clients.
Software only clients must meet minimum specifications.
HL7 Exports
An HL7 export file is used to send case data from the Mac-Lab/CardioLab system to DMS and/or Third Party
vendors. The improved HL7 export for Mac-Lab/CardioLab implements new data fields such as ACC Registry
forms data fields (CathPCI and ICD registries), custom forms data fields, Mater List selections, Measurements,
Radiology data and CartoXP mapping information. Mac-Lab/CardioLab reports, snapshots and saved images
can also be exported along with the HL7 file.
The Mac-Lab/CardioLab system also has the ability to group HL7 data by Case Events as well as by phases. For
labs using both CardioLab and Mac-Lab, the HL7 formats for both systems are now matched.
Centricity Cardiology DMS Admin.
This is to be used for training only, not as an Operator’s Manual
*Centricity is a trademark of General Electric Company
**Mac-Lab and CardioLab are trademarks of GE Medical Systems Information Technologies, Inc.
PN: 0510-CVIT-MTSAEXDMSRevD
17
Integrated Electronics Box (IEB) / Uninterruptible Power Supply (UPS)
The Integrated Electronics Box (IEB) mainly acts as a power and video distribution center for the Mac-Lab and
CardioLab systems. It will also contain a UPS (Uninterruptible Power Supply) that function as a backup battery
and surge protector for the system. The IEB is how power to any peripheral devices connected to the Mac-Lab
and CardioLab systems will be turned off.
Front View
Rear View
UPS
Power Switch
(On/Off)
Launching the Centricity Cardiology DMS Application
To Launch the DMS application, double left click on the Centricity Cardiology DMS icon on the desktop.
Centricity Cardiology DMS Admin.
This is to be used for training only, not as an Operator’s Manual
*Centricity is a trademark of General Electric Company
**Mac-Lab and CardioLab are trademarks of GE Medical Systems Information Technologies, Inc.
PN: 0510-CVIT-MTSAEXDMSRevD
18
The system can be configured for login or direct pass through, if you’re prompted for login
information enter the default administrator information as shown below.
Patient Information
Select Patient Information from the Main Menu to enter this module. For the purpose of this class, we will
concentrate on the first two tabs in this module, the Patient Information Tab and the Admission/Discharge
Summary tab.
Initially, this module will open in the Patient Information tab to a search page, where the user can enter data
into one or more of the available search fields and select the “Retrieve” button to query the database for
existing patient records matching the search criteria. Typically, medical record number (MRN) and/or last name
will be used as the search criteria, but note that other fields (Account Number) may be used in conjunction with
these or on their own.
Centricity Cardiology DMS Admin.
This is to be used for training only, not as an Operator’s Manual
*Centricity is a trademark of General Electric Company
**Mac-Lab and CardioLab are trademarks of GE Medical Systems Information Technologies, Inc.
PN: 0510-CVIT-MTSAEXDMSRevD
19
Once you enter search criteria field values and select the “Retrieve” button, the system will return the Patient(s)
who match that search criteria (if there are any matching patients in the database). If there are no patients
who match the search criteria, the system will return a message stating so:
If your search criteria fields contain “Medical Record Number” and “Location”, and the search produces no
results, the message will ask if you would like to create the patient. Normally you would NOT say yes to this
message, unless you had a specific need to MANUALLY create a patient record.
Provided you enter search criteria that matches patient data already existing in the system, the “Retrieve”
function will return one or more patients. If, for example, you entered a very common last name only, like
SMITH, and not select “Retrieve”, you may get multiple records returned, like what is shown in the following
Patient Information Window:
Centricity Cardiology DMS Admin.
This is to be used for training only, not as an Operator’s Manual
*Centricity is a trademark of General Electric Company
**Mac-Lab and CardioLab are trademarks of GE Medical Systems Information Technologies, Inc.
PN: 0510-CVIT-MTSAEXDMSRevD
20
The top portion of this window will be populated with Patient Demographic Information, and the bottom
portion of this window will be populated with procedure data. Note that ALL procedures for the selected
patient will be displayed here, each on its own line. If your search criteria return more than one patient, you will
see that reflected in the “Patient 1 of…” message above the demographic data. In the above example, 2
“SMITH” patients were returned. You may step through these patients one at a time by using the “First”,
“Previous”, “Next”, and “Last” icons at the top of the page, or display the returned patients as a listing, by
selecting the “List” View Mode radio button.
Centricity Cardiology DMS Admin.
This is to be used for training only, not as an Operator’s Manual
*Centricity is a trademark of General Electric Company
**Mac-Lab and CardioLab are trademarks of GE Medical Systems Information Technologies, Inc.
PN: 0510-CVIT-MTSAEXDMSRevD
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Here is what this window looks like in the “List” view mode:
Notice that, in this example, we see BOTH of the returned “SMITH” patients, and the bottom “Procedures”
window will display procedures for the highlighted patient in the “Patient Listing” top window. After finding and
highlighting the desired patient, you may switch back to the “Form” view mode by either selecting the “Form”
radio button or by double-clicking on that patient in the Patient Listing.
Admission/Discharge/Transfer (ADT)
If the ADT interface to DMS has been purchased, HL7 messages will be sent from the Hospital Information
System (HIS) admitting software directly to DMS. The ADT messages admit the patient in DMS and populate the
“Admission/Discharge” tab in the Patient Information screen. These messages can include such data as
Account Number, Admission Date, Discharge Date, Referring Physician, and Insurance Information. Using
“Patient Search” on the Mac-Lab/CardioLab will query DMS Patient information for an existing patient received
from the ADT. This function is referred to as a Modality Worklist (MWL) search, and can minimize data entry
errors and reduce the need to enter the same data multiple times on multiple systems.
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If a study is started on a Mac-Lab/CardioLab system without using a MWL search, DMS will create (if there is no
MRN match already existing in DMS) a patient with a “Temporary” admission for the procedure.
Correcting Data Errors
There are three basic scenarios where patient demographic/admission information in DMS may be incorrect
after a Mac-Lab/CardioLab study is completed. Fortunately, these can be corrected in DMS after the fact, if
needed. The instructor will demonstrate these three corrections, and then the student will have an opportunity
to practice the corrections during the first class exercise.
Correction #1 – Corrections when NO ADT Interface is present
When there is NO ADT interface to DMS, studies are typically performed on the ML/CL by using “New Study”. It
is important to keep in mind that the ML/CL sends Patient Demographic information to DMS the very first time
the “Patient Information” window is closed during the study. DMS will then “create” a patient matching this
information (or tie it to an existing patient if it matches an existing patient). If anyone changes the Patient
Information on the ML/CL AFTER that point, then we would end up with a “mismatch” in DMS. For example, if a
study were initiated with a “New Study” and the initial information entered was the name of “JOHN DOE” and
the MRN of “9999”, but the patient information on the Mac-Lab was LATER changed to “REAL NAME” and the
MRN of “67332”, then we would end up with a “mismatch” situation in DMS at the end of the study. You would
be unable to find “REAL NAME” or “67332” in DMS Patient Information searches, and you would not see that
patient in the majority of the DMS Administrative reports. JOHN DOE’s Patient Information in DMS would look
like this:
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Notice the red “Mismatch” box to the left of the procedure line. Here is what you would see if you clicked on the
“Mismatch” icon.
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The top half of this window is the INITIAL Mac-Lab Patient Data, and the bottom half is the data sent from MacLab at the close of the study. Highlighted in RED text will be the field(s) that has been changed.
These patient “mismatches” can be difficult to find in DMS, since the ML/CL data is likely to have been
corrected, yet the procedure still exists under the “John Doe” MRN patient. Fortunately, there is a DMS
administrative report in the “System Maintenance Reports” folder called “Outstanding PID mismatches” that
should be run regularly to more easily find these mismatches (Administrative Reports will be covered at a later
point in this text).
To correct this “mismatch” in DMS, perform the following steps:
1.
Make sure all patient data is correct in the Mac-Lab/CardioLab study first.
2.
Delete the entire “mismatched” patient record in DMS using the following 3-step process:
a.
Delete the procedure using the “delete” icon
You will need to acknowledge the following dialog box
b.
Delete the admission/account by right clicking on the account # field in the
Admission/Discharge summary tab.
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You will need to acknowledge the following dialog box
c.
Delete the patient by using the red “Delete” X at the top of the patient information window.
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3.
Open the Mac-Lab/CardioLab study using “Review Study” and close the study -- A new HL7 export
message will then be sent to DMS and establish the correct patient in DMS with the appropriate
procedural data.
NOTE: Remember that this correction is intended for sites that do NOT have an ADT interface to DMS. If an ADT
interface is in place, Correction#2 should be used.
Correction #2 – Patient data corrections when there is an ADT Interface in
place
This situation can occur in one of two ways (but should be corrected using the same method):
1.
2.
A “JOHN DOE” type patient is created manually on the Mac-Lab/CardioLab using “New Study” – Either
the patient MRN/Name was not know at the time the study was started, or for some reason the MWL
search did not return the desired patient.
MLW search WAS used to initiate the Mac-Lab/CardioLab study, BUT the wrong patient was pulled
from the search results.
For either of these situations, we will use the “Change MRNO” feature in DMS to move the procedural data from
the wrong patient (we will call this “MR WRONG”) to the correct patient (“MR RIGHT”). Note that, after the study
is completed on the Mac-Lab/CardioLab, we will have “MR WRONG” existing in DMS Patient Information with
the “mismatched” procedural information that should belong with “MR RIGHT”, and we will have “MR RIGHT”
existing in DMS Patient Information with the correct admission/account information, but NO procedural data.
In order to make the correction, perform the following steps:
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1.
Retrieve “MR WRONG” in DMS Patient Information, and note the MRN and the Date/Time of the
procedure
2.
Retrieve “MR RIGHT” in DMS Patient Information, and note the MRN and the Admission/Account
Number
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3.
From the Main Menu of DMS, select “Administrative” and “System Management”, then “Change MRNO”
4.
On the left side of this screen, select the appropriate DMS Location from the dropdown, and type in MR
WRONG’s MRN, then hit TAB on your keyboard, and you should see MR WRONG’s patient information
populate the left side of the window.
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5.
Select the appropriate Date/Time of the procedure from the “Procedure” dropdown box.
6.
On the right side of this window, type in MR RIGHT’s MRN, then hit TAB on your keyboard, and you
should see MR RIGHT’s patient information populate the right side of the window.
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7.
Select the appropriate Admission/Account Number from the “Account #” dropdown box.
8.
Select the “Update” icon at the lower left of this window to move the selected procedure from MR
WRONG’s patient record to MR RIGHT’s patient record. You will need to acknowledge the following 3
dialog boxes to complete the move:
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Correction #3 – Correcting Admission/Account errors
Occasionally, Patient demographic information may be correct, but the Admission/Account information may
be incorrect. Correcting this information is especially critical if you are using DMS for billing (charge capture)
or Registries (ACC CathPCI, ACC ICD and/or STS). This situation may occur in the following ways.
1.
The Patient study needs to be initiated BEFORE an ADT admission is sent from the HIS to DMS
(emergent study)
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2.
The MWL search on the Mac-Lab/CardioLab returned multiple account numbers for the patient,
and the wrong one was selected.
3.
At the time of the study, one account number existed in HIS/DMS (perhaps an “outpatient”
admission), but is really desired that the study be tied to a DIFFERENT account number (perhaps
the same patient got admitted as an “inpatient” with a different account some time after the
study was started).
4.
An incorrect account number was MANUALLY entered in the Mac-Lab/CardioLab Patient
Information screen.
In order to correct this situation (regardless of what caused the study to be tied to the wrong
admission/account number), use the following steps:
1.
Search for the patient in DMS Patient Information
2.
Verify that the correct Admission/Account number exists in the Admission/Discharge Summary
Tab for the desired patient.
3.
Go back to the Patient Information tab, highlight the desired procedure and select the “reassign”
button.
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4.
Read, note and acknowledge the “Registry Warning” dialog box
5.
Select the correct admission/account number for the available account and select “OK”
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6.
Verify that the procedure now reflects the correct account number
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New System Set-up
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During “New System Set-up”, the student will configure items on the assigned classroom system, and then
create a “Data Transfer Utility” file. This file will allow the student to apply these configurations to the facilities
new system.
From the Main Menu, select Administrative then System Management to open the System Management Menu.
Not all buttons in DMS System Management are relevant to this class and are NOT covered.
Further information regarding some of the remaining buttons and option setups is referenced in the
Appendix of this book.
The student will be completing configuration on the following items, some of which may have already been
loaded from the files sent before coming to class.








Complete configuration of all Hospital Locations.
Set up any desired groups in Group Security.
Set up all DMS User Security settings.
Set up job titles and classifications in the Job Maintenance section of Module Maintenance.
Configure employee (staff) data and assign job titles in Employee Maintenance.
Set up Inventory Maintenance and add any needed “sub-classifications”
Set up Contrast, Complications, Procedures and Medications in List Sharing Maintenance.
Complete configuration for all inventory items and folders.
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The remaining areas of System Management are optional depending upon what DMS modules are installed.
Some features are used only when a change must be made or verified. (See the table below for a complete list
of DMS features and descriptions.
Feature
Description
Hospital Location
Add, edit or remove hospital locations.
Group Security
Add or remove groups of which multiple users may
be a member.


Add or remove users.
Assign an individual user to a group OR assign
specific window rights to an individual user.

Refresh the current user OR refresh ALL users
in the database.
User Security
Module Maintenance
Configure properties and features on a modulespecific basis.

Employee Maintenance

Add, edit, retrieve or remove employee
information.
Assign or remove jobs. (These are the job duties
seen on the Mac-Lab/ CardioLab System.)
Logon and Password
Maintenance
Configure whether DMS uses its own login screen or
attempts to automatically log in the “windows” level
user.
Inventory Maintenance
One-time configuration of Inventory settings.
Insurance Carriers
Add, edit or remove insurance company
information.
Medication Maintenance
Add, edit or remove medications classes and
medications within classes. (NOT USED FOR DMS
EXPRESS)
Version Information
View the version number for DMS. Database,
database service pack version information is also
viewable here.
Toolbar Maintenance
Create “Shortcut” icons from toolbars to other
applications.
Web Maintenance

If the server name is changed, the Web URL
can be updated here.

Also displays the web address extension for the
web components of DMS.
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Feature
Description
Scheduling Times
Define “default” lengths of procedure time for
scheduling purposes.
DICOM Maintenance
Configure DICOM devices and Imaging (service
area)


Audit Logs

Turn auditing on and off.
View and filter the current or archived audit
logs.
View additional information about an audit log
entry.
Orders Maintenance
Configure how the optional DMS inbound orders
interface functions and set up Universal Service ID’s.
List Sharing Maintenance
Maintain and export Mac-Lab/CardioLab Master
Lists.
Change MRNO
Move a procedure from one MRN to another.
Change Master Patient Index
Change the Master Patient Index (MPI) number for a
patient(s).
Change Account Number
Change a patient's account/financial number.
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Hospital Location
The Hospital Code field is generally an abbreviation of the facility name (GEHC for GE Healthcare). The Hospital
Code is defined by the facility. The Facility Number is used to describe facilities with multiple sites and is
generally set to 1, unless this field needs a specific value in outgoing interface messages. The Site Number is
also generally set to 1, unless the facility has an interface to the MUSE system, in which case the site number in
DMS must be the same as the site number in the MUSE system. The “NPI” field is where the facility can enter
their “National Provider Identifier” number, if available. Any of the fields, with the exception of Hospital Code,
may be edited at any time.
Selecting the “Retrieve” button will return all existing Hospital Locations. If a Hospital Code is entered before
selecting “Retrieve”, DMS will either return that specific location or prompt the user create that location.
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Group Security
Group Security is used to create security groups and assign specific levels of security to each of those groups.
The majority of this window is divided into two columns. The column on the left shows all the “available”
security rights. The column on the right shows the specific security rights that are assigned to the selected
group. Each column contains multiple rows. These rows represent very specific areas within the application.
There are three possible levels of security that can be assigned for each specific security area (row). The three
levels are: “Read”, “Write” and “Delete”. This allows the facility to set multiple levels of user group specific
security.
At the top of the window is a group dropdown. This drop down contains the names of all the ‘default’ security
groups and any new groups created. To create a new group, click “Add Group” and enter a group name.
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See the Centricity Cardiology DMS Security Rights manual for full explanations of all security rights
and suggested groups.
All groups created can be selected from the groups dropdown. Security rights and levels of security may now
be associated to that group. To add rights to a security group, select “Available Privileges”.
1.
To select a single row from the “Available Privileges”, simply click on that row.
2.
To select multiple rows, click one row, then “shift-click” another row to highlight a continuous block of
rows between the first item and the second item.
3.
To select multiple non-continuous rows, use Ctrl + click to highlight available rights.
4.
Right click and choose “Select All” to highlight all rows.
To select All desired rights, right-click on one of the highlighted rows and choose Grant -> “All, Read, Write, or
Delete” to assign the group the appropriate security level for the selected security rights
The only user group that should have all security rights is the System Administrator group. There is a
spreadsheet of recommended security rights for different user groups provided in the Centricity
Cardiology DMS Security Rights Manual. It is recommended that this manual be followed during the initial
set-up of security groups.
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User Security
In User Security User IDs can be added to the system for those who need to log into DMS. User IDs are typically
added from the hospital domain so users may log into DMS with the same user name and password they use in
all other hospital applications.
To use hospital domain logon accounts a trust must be established between DMS and the hospital’s
domain. Consult with the Hospital IT department or GE Field Engineer to determine if this has been
configured.
To add a user from the hospital domain, select the Add User Button located in the User Security window.
Select the appropriate “Domain and Group”; the available users in that group on that domain will populate the
left side of this window. Double-clicking on the desired users will bring the user name over to the, Selected
Users column. Selecting “OK” creates these users in DMS.
The User dropdown is populated with User ID’s created on the domain selected. If a User ID does
not exist in the dropdown, have a member of the IS/IT department add it to the domain.
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New User IDs are now available in the user dropdown located at the top of the window. Users can now be
associated to a security group on the groups tab. In the Groups tab, highlight a user, right-click and grant
rights for a security group. The association gives the selected user the security rights of the selected group.
The available security groups are listed in the left column of the groups tab window. The upper right column
shows the security groups that have been assigned to the selected user and the lower right column contains a
list of all the security groups and users that belong to those groups. To add a User to a group, select the
appropriate User ID from the user dropdown. To select the security group appropriate for the user, right click
on the selected security group and select “Grant”.
It is NOT recommended to add any user to more than one security group. Assign each user only
to the group that gives them all the needed privileges. Rights beyond the group may be added in
the Windows tab for a specific use. An entirely new group may be created if additional rights are
required for more than one user.
Adding a Local User
This feature gives visiting personnel access to the DMS application without giving them access to other areas
within the facility’s domain.
To add a local user to the DMS application, the user must first be added to the local computer (check with the IT
department for assistance, if needed). To add that new user as a Local User to the local DMS client:
1.
2.
Open the DMS application.
Go to System Management > User Security.
3. Select the Add User button
4.
5.
6.
7.
Enter the name of the new local user and click “Add”.
The new user is added to the list of selected users.
Select “OK”.
Select the user from the user dropdown list and grant the appropriate security rights.
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8.
9.
Close out of DMS.
Log off the computer.
10. Logon to the computer as the new local user.
Logon and Password Maintenance
User Logon Configuration will allow the System Administrator to set how DMS will authenticate a user. There
are two ways DMS can authenticate a user.

With ‘Use Application Logon Screen’ the user will double left click on the DMS icon and be prompted
to enter username and password to authenticate. In this configuration any user can log on the
workstation, but only a user established in DMS can access the application. (Recommended)

With ‘Use Direct Pass-through Access’, the user logs on to the Windows desktop and is able to access
DMS by double left clicking the Centricity Cardiology desktop icon WITHOUT entering a username and
password to authenticate. This allows the user to access DMS with whatever rights are granted to the
user logged onto to the Windows desktop. (Not Recommended)
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Module Maintenance – Job Maintenance
Module Maintenance allows the user to configure and maintain multiple modular functions. Module
Maintenance contains many common features that can be configured differently for separate modules. For
additional descriptions on the other areas of Module Maintenance not discussed in class, please see the
Appendix of this manual.
Job Maintenance
The first area in Module Maintenance that will need to be configured when setting up a new system is “Cath
and/or EP Job Maintenance”. This is where participant’s (staff) Job Titles are set up. These job titles will show
up on the Mac-Lab/CardioLab as individual folders with the names of those employees who have been
assigned to those job titles.
If creating job titles for the Mac-Lab, the CATH MODULE will need to be selected.
If creating job titles for the CardioLab, the EP MODULE will need to be selected.
If creating job titles for a ComboLab, the job titles will need to be created in both the Cath and
EP Modules.
In the System Management menu:
1.
Select Module Maintenance.
2.
Choose the appropriate module from the dropdown at the top of the module maintenance window.
3.
Choose “Job Maintenance”.
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To add a job title, choose a Location, and then select “Create Job”. The “job” is what is visible on the MacLab/CardioLab systems. A job classification needs to be assigned for each job title created. The job
classification is used for DMS purposes only.
If submitting data to the ACC CathPCI and/or ICD Registries Diagnostic Cardiologist must be classified
as Cath Operator, Interventional Cardiologist as PTCA Operator and Implanting Physician as Implant
Operator.
If you are operating in a DMS Full environment, the “Default in Procedure” and “Required for Confirm” columns
will be enabled. Check the “Export in List Sharing” checkbox for the job titles you create, to update the MacLab/CardioLab staff Master List.
To remove a job title, highlight the row and select “Delete Job”.
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Employee Maintenance
Employee Maintenance is used to manage employees that will be documented as participants in the
procedures performed on the Mac-Lab and CardioLab systems. Employees added to employee maintenance,
and given an appropriate job title, will be visible on the staff list in Mac-Lab/CardioLab. Employee maintenance
also allows the user to designate job titles for specific employees, establish registry participation, link user IDs
to selected employees and other various functions.
The following fields are common fields populated in employee information:
Employee ID: Is a unique number to identify an employee within DMS. This number should be the same
number as known in any device that interfaces with DMS.

Example: ADT has the ability to insert employees via an HL7 message. The employee id number must
match this number to avoid duplicating the employee in DMS.
User ID: If the employee will also need to log into DMS with a unique user ID, link the employee record
(previously created) to the user record by assigning a user ID from this dropdown.
The Ancillary Employee: This check box is used to designate non-users of DMS. Employees that participate
and are selected from the staff list in Mac-Lab/CardioLab, but do not use or access DMS are considered
ancillary employees and should have this box checked.
Primary Location: When an employee has been assigned a user ID, a Primary Location can be identified to
identify the location the employee will spend the majority of their time. The primary location will autopopulate the dropdown for those windows with a location option, such as in worklist or inventory
maintenance.
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Display Name: This is the name displayed in various dropdowns and fields in the DMS application. This field
does not represent how the employee’s name will appear on the staff list in Mac-Lab/CardioLab. Display
name is the name used on the Administrative (statistical) reports generated in DMS.
Active Checkbox: This checkbox allows an employee to be “active” in DMS and able to be seen and selected as
a participant in the staff master list in Mac-Lab/CardioLab. When the box is not checked, the employee is
considered inactive. This would be used when an employee leaves the facility. Removing the checkmark
allows the employee’s records to be kept in the database for statistical reporting purposes, but no longer
available for selection as a participant in the staff master list in Mac-Lab/CardioLab.
Employees should NOT be deleted from employee maintenance if they have historically been
selected as a participant in any procedure performed on the Mac-Lab and/or CardioLab.
Prior to assigning jobs for employees, the jobs themselves must be set up for each module
in Module Maintenance-Job Maintenance.
Location: Location is selected to identify the desired location the employee will be added to.
Module: Module is used to identify if the employee will be added to the Mac-Lab and/or CardioLab systems. If
the employee is added to the Mac-Lab, the module selected is CATH. If the employee is added to the
CardioLab, the module selected is EP. If the employee is added to a ComboLab system, the employee will need
to be made to both the Cath and EP modules.
How to Retrieve an Employee
To find an employee, any blank field may be queried. One option is to enter the employee’s “Last Name” and
select the “Retrieve” button found on the lower left of the window.
How to Add an Employee
After performing the above steps to find the employee, if the employee does not exist in the system, the user
will be asked if they wish to add the employee. Selecting “Yes” to the notification below will allow the user to
add the desired employee and complete the necessary employee information data.
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Once an employee is added to employee maintenance, they are still NOT visible on the staff list on the MacLab/CardioLab system. In order to add an employee to the staff list and make them visible on the MacLab/CardioLab system, a job title will need to be assigned.
How to Assign a Job Title
To assign a job title to an employee, choose the location and module from the drop downs. A list of available
jobs appears on the lower left screen. The available jobs are the same jobs created in module maintenance,
job maintenance. On the lower right, a selected jobs column also is visible. To select a job title for an employee
and add them to the Mac-Lab/CardioLab systems, left click and drag the desired job titles from the available
job column to the selected job column.
Configuration: The configuration button can be selected to access the employee configuration settings
window. Each employee can be configured, upon login, for the application to display the
Main Menu, Patient Information or Work List. If an employee does not have a configuration set-up, the
application will open to the main menu by default.
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To set an Employee Configuration, two fields need to be completed:
1.
The Configuration Type dropdown has Employee Login Screen as its only option and must be selected.
2.
The Configuration Settings dropdown allows the operator to choose Main Window, Patient Information
or Work List. Select the option that the employee prefers and select “Close”.
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Inventory Maintenance
Inventory Maintenance is a one-time configuration where options for the inventory module are setup.
Please note that this window is location-specific.
The following options are available on this window:
Generate Requisition


Yes: When the Generate Requisition button is selected, a requisition is automatically generated based
on any item at the re-order threshold.
No: Does not auto-generate a requisition list of items at re-order level.
Requisition by Vendor


Yes: Multiple requisitions are generated and categorized by vendor.
No: One requisition is generated that is not vendor-specific.
Export Requisition


Yes: Requisitions are exported via the interface.
No: Requisitions are NOT exported via the interface.
Export Usage


Yes: The interface is exporting inventory usage to a third party inventory system.
No: The interface does NOT export inventory usage.
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A third party inventory interface is an optional purchase. If purchased, the installation team will
configure this feature.
Managing Module
The managing module determines how imported inventory items will be viewed in Mac-Lab and/or CardioLab.
Mac-Lab customers will select the managing module of ‘Cath’ for all supplies and CardioLab customers will
select ‘EP’ to manage supplies.
It is not recommended to manage both the Cath and EP modules under the same managing module.
If that decision is made, the original folder structure cannot be restored.
Account Number
The Account Number field allows an account number to be entered and then seen on the requisition.
Update Quantity on Hand
The Update quantity on hand field is selected when it is desired to have quantity on hand levels within the
inventory management module re-increment when a study is deleted from DMS. It is recommended that this
field always be selected.
Classification
Classification allows the user to enter additional user-defined inventory sub-classes above and beyond the predefined DMS list. These classes are then mapped to the default list of classes.
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To access the inventory classification selection, select “classification” found in the lower left hand corner of the
window.
By adding sub-classifications the user can define inventory in a more granular manner. This may help with
further defining inventory for the purposes of statistical reporting. To add a new sub-classification, enter it the
box and select the green plus sign to add it to the list.
The new sub-classification will now show in the available inventory classifications list.
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The next step is to associate the newly created sub-classification with an existing inventory classification. This
is done by left clicking and dragging the available inventory classification to the associated inventory item
window below.
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Inventory List Management
Inventory list management allows us to identify what items will be visible on the supplies master list found in
the Mac-Lab/CardioLab systems. To access the inventory module, select the “inventory” button found on the
main desktop of DMS.
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Inventory items can be added to DMS in several ways. The three ways inventory will be added in this class are
the following:
1.
If currently using a Mac-Lab/CardioLab system, a backup of the existing master lists may be
performed. This backup can then be migrated into DMS and used during class as a starting point for
customization.
2.
A validated spreadsheet can be used to enter inventory items on and then migrated into DMS. This
can then be used during class as a starting point for customization.
3.
Items can be added manually to the inventory module by selecting the “New Material” button at the
top of the “Material” window.
Folder Structure
The folders on the left hand side of the inventory window represent the folder structure that will be visible on
the Mac-Lab/CardioLab systems. Subfolders and their contents created from the “Cath” folder represent the
items seen in the supplies list of Mac-Lab system. Subfolders and their contents created from the “EP” folder
represent the items seen in the supplies list of the CardioLab system.
In order to see a folder and/or supply on the Mac-Lab/CardioLab, subfolders MUST be created and the required
inventory must be added to it. The Cath/EP root folders are NOT visible on the Mac-Lab/CardioLab systems.
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The “NEW” folder represents items that are added “on the fly” during a Mac-Lab/CardioLab study. These items
will populate this folder and stay there until they are either moved to an appropriate folder or made inactive in
the system. The new folder could also be populated if the facility is using a list update interface from a 3rd party
inventory vendor.
Create an Inventory Sub-Folder
Right click on the Cath and/or EP folder and select “create new folder”. The folder can then be named. Folders
can be deleted in the same fashion by right clicking on the folder and selecting “delete”.
Organizing folder structure and items within folders is done in System Management > List sharing
Maintenance > Organize category list structure and will be discussed later in this manual.
Materials
New materials can be manually added to DMS Inventory by clicking the “New Material” button in the upper
right corner.
The new material window will open and the fields can be completed. Note any fields with an asterisk, as they
are a required field.
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Description: The description is what will be seen in the supplies master list. Note: if using DMS Full, Physician’s
Reporting, if no description is entered, only the “Item Number” appears in the dropdown.
Descriptions should be formatted in mixed case and should not include the item classification (ie: 6Fr
Judkins Left 4). For customers with Physician Reporting the item Size needs to be present in the
description if you want the size reflected in the Structured Report.
Item Number: Item number is a required field and should be populated with the item number of the supply
entered. This number MUST be unique.
Classification: The classification is an important field for Physician reporting. Classification is displayed in the
Structured-reporting tree in the classification dropdowns. For example, diagnostic catheters must be classified
as ‘CATHETER’ in DMS Inventory. The Structured-reporting Tree has ‘Catheter’ dropdowns available for a
Physician to select a supply item.
If the “Other” classification is selected, Inventory will NOT populate the Structured Reporting Tree.
Par Level: The par level represents a desired and set level of inventory expected to be in stock
Reorder Point: The reorder point represents a set level of inventory that when reached tells the user that the
product needs to be reordered. If using the inventory management module in DMS, reaching the reorder point
will also notify the user to create a requisition to reorder the item.
Safety Stock Level: The safety stock level represents the absolute minimum number of inventory items before
the item is in danger of running out.
Status: The status represents if an item is active or inactive in DMS.
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Barcode Number: The barcode number field allows the user to enter a barcode number for a specific
inventory item that can then be scanned from the Mac-Lab/CardioLab systems and populate the supplies
master list.
Supplier: The supplier field is populated by entering in the appropriate information under the suppliers tab in
the inventory module. The supplier is also visible on the supplies master list in Mac-Lab/CardioLab in the
manufacturer column.
Manufacture: This is a free text field where you could put the same information as listed in the supplier field.
However, this field does NOT map to any location in the Mac-Lab/CardioLab systems.
Unit of Measure: Unit of measure represents how many units come per order. For example you may have a
sheath that has a unit of measure of “box”.
Minimum Order Quantity: This is a free text field that the user could populate with a minimum order quantity
but will not affect requisitions in any way.
Lead Time: This is a free text field that the user could populate with a lead-time but will not affect requisitions
in any way.
Item Size: Populates the size column in the supplies master list and supplies summary section in the MacLab/CardioLab procedural reports. However, if the site is using physicians reporting, the item size should also
be reflected in the description of the product.
Hospital Code: The hospital code and APC code can be used for one of two purposes. The first use is to be
included in the DMS HL7 materials interface messages. They can also be pulled from the inventory tables in the
database with custom administrative reporting. These fields do not appear anywhere on the MacLab/CardioLab systems.
Billing Code: The billing code should be populated with the number used to charge for the item. This is the
number that will be seen in the supplies master list on Mac-Lab/CardioLab. If using the charge capture module
in DMS, this will be the charge code seen in the charge capture worklist.
APC Code: The hospital code and APC code can be used for one of two purposes. The first use is to be included
in the DMS HL7 materials interface messages. They can also be pulled from the inventory tables in the
database with custom administrative reporting. These fields do not appear anywhere on the MacLab/CardioLab systems.
Billable Check Box: The billable check box should be selected for customers using the charge capture module
in DMS and requesting the item be sent to the charge capture worklist for billing.
Serial Number Required Check Box: The serial number required check box should be checked when the
facility wishes to track a serial number in the Mac-Lab/CardioLab system. Selecting an item from the supplies
master list, with the serial number required selected, will prompt the user to enter a serial number in the MacLab/CardioLab system.
Lot Number Required: Lot information is optional. If the facility wishes to track a specific inventory item by lot
number, the “Lot Number Required” box should be checked. This will require a user who selects the inventory
item on the Mac-Lab/CardioLab to enter a lot number. Multiple lots can be added using the “Add” button.
Quantity on Hand: The quantity on hand represents the “actual” quantity on the shelf after a physical
inventory has been performed.
Quantity per Unit: Quantity per unit represents how many items come per unit of measure
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Item Price: Item price represents the price of the item for purposes of re-ordering
Patient Price: Patient price represents the price the patient pays for the item
Consignment: The “Consignment” checkbox will record that this inventory item is on consignment. Each lot
can also be assigned as “Consignment” by clicking the checkbox in the lower left of the screen.
Expiration Date: The expiration date allows the user to enter the expiration date of the product
Threshold Date: The threshold date allows the user to track when an item has reached a specific date entered
for a specific item. This could be used as an indicator of an upcoming expiration date to prompt user to get an
item replaced prior to expiration.
Assigning an item to a folder
Once all information has been entered for an item, the item can be assigned to one or more folders in the left
column. Checking the box for each folder the material belongs in will place the item in those folders. More
than one folder may be selected.
Items can also be assigned to a folder by, from the main screen, left clicking and dragging the item to the
desired folder.
Multi-Edit
Multi-Edit allows multiple edits to be made to multiple inventory items at the same time, without having to
individually make the changes to each item.
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Remove Material
Remove material allows the user to completely remove a material from the inventory module. This should NOT
be used if the desired outcome is to remove an item from an inventory folder while still preserving it within the
inventory module. It is not recommended to remove items that have been historically used in patient studies
as the information is then removed from the database and can no longer be queried for statistical purposes.
Thresholds
Thresholds designate a number that triggers the threshold icon to appear next to the item when that number is
reached. Each threshold has a different significance or designation. Items in the inventory list can be filtered
by threshold status.
Item Safety Level: This red icon indicates the absolute minimum number of inventory items before item is in
danger of running out.
Item Threshold Date: This orange icon indicates when an item has reached a specific date entered for a
specific item. This could be used as an indicator of an upcoming expiration date to prompt user to get an item
replaced prior to expiration.
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Item Re-Order Point: This Yellow icon indicates the reorder point for an item. This icon will trigger an item be
listed on a requisition for reorder when Auto requisition is selected.
Item Expiration Date: This purple icon indicates the expiration date entered for an item has been reached.
Suppliers
The “Suppliers” tab allows the facility to enter all inventory suppliers into the database and track them by
inventory item. The information entered on this tab will be used in the “Materials” tab to tie inventory items to
a supplier. If your facility is generating requisitions by supplier (configured in System Management, Inventory
Maintenance) you will need to enter your suppliers here to make them available in Inventory Material
Information window.
To manually enter a new supplier click “New Supplier” in the upper right corner. Enter the new supplier name
and number along with the corresponding information. Asterisked items indicate a required field.
Suppliers will automatically be set to active. Deselecting this box can inactivate suppliers. Contact information
may be added in the lower section of the window. Multiple contacts may be added for each supplier.
The contact checked “Main Contact” is displayed first. Additional contacts can be scrolled through using the
arrow buttons.
To add additional suppliers, continue clicking the “New Supplier” button and adding information.
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List Sharing
List Sharing is a function that allows lists such as supplies, staff, complications, contrast, procedures, and
medications to be exported from DMS to the Mac-Lab/CardioLab. This helps to keep the list organized and
uniform in all systems.
Resolutions Tab
The Resolutions tab displays unresolved items from the import of the Mac-Lab/CardioLab Master Lists.
Associate items to known procedures within the DMS default procedure section at the bottom of the window. If
items do not have a corresponding DMS default procedure, users can create a ‘User Defined’ item to make the
item available on the Mac-Lab or CardioLab. After the initial associate of master list items this tab is often not
referenced. Further additions to master list items can be done in the “List Maintenance” Tab.
Physician reporting customers will want to associate as many DMS default items as possible to insure proper
mapping to the Structured Reporting tree (SRT). Alias names can be changed to suit the facility’s item
descriptions viewable in the Mac-Lab/CardioLab Master Lists.
List Maintenance Tab
Within the List Maintenance Tab users can customize the folder structure and the contents of those folders for
selection on the Mac-Lab or CardioLab. The list maintenance tab is where the majority of the users work will be
performed.
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The left hand side of the window displays a category (folder) structure. These folders, with the exception of the
root folder are visible on the Mac-Lab/CardioLab systems. These folders or categories can be customized to
meet the workflow needs of the facility.
How to Add/Delete a Folder in Category Structure
To add a folder, right click on the root folder and select “create new folder”.
To delete a folder, left click to highlight it, then right click and delete. Deleting the folder will not delete the
contents of the folder from DMS. The items from the deleted folder will be available for remapping to another
folder as needed.
Adding and Customizing Master List items:
The Available list Items window represents all the items that are available in DMS. These items can then be
used to populate the categories that will then be seen on the Mac-Lab/CardioLab master lists.
If after looking through this list, the desired item is not found, a user-defined item can be created.
How to “Add an Item” to the available item list
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To create an item for the “Available Item List”, select the “Add Available Item” button found in the upper right
hand corner of the window.

The Add item window will open.
In this example, a procedure will be added.



Select the classification for the item
Enter the name of the item
The alias name will repeat the item name. The alias name is the field visible on the MacLab/CardioLab systems. The alias can be changed to be more familiar to staff.
Use the question mark next to the forward to charge capture only box to identify when this box should be
selected. A list of definitions will appear. In most configurations this box will remain unchecked.
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If after creation of the item, there is a need to make the item more understandable to the user, the alias name
can be changed.
To change an Alias Name:


Double click on the item from the available Items window
Select the Alias Name field and enter the desired terminology
The Mac-Lab/CardioLab Master Lists will reflect the Alias Name. The DMS default (Name) will remain the same
and is not editable. This is the database name for Administrative reports.
How to add an item to a folder
Once the item is selected/created, the item will need to be added to a folder so it can be seen on the staff list of
the Mac-Lab and/or CardioLab. To add an item to a folder, left click and drag the item to the desired folder.
Items that appear in folders are call “categorized items” and can be seen in the categorized items window and
the bottom of the screen. Categorized items are the items that are visible on the master lists.
Filters
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Filters help narrow the search for procedures to map. Users can filter by all available items and all categorized
items. Active and Inactive status will allow the user to ‘hide’ those items made inactive and provide a smaller
list of items to manage. The Available List Name portion of the window contains those items System
Administrators can put in a folder for selection on the Mac-Lab or CardioLab Master Lists. User defined items
(items created by the facility) and DMS default items (those created as a default by DMS) are available for
categorization.
Once a master list item has been created in DMS it will remain in the database and cannot be deleted. Users
are able to make items ‘inactive’ if desired.
Organize Category/List Structure
Organize Category/List Structure allows the user to reorganize the order layout of folders to meet workflow
needs. Use a left click and drag the folder to the desired location in the folder structure. This function will also
allow the user to reorganize the items within a folder. Items used most often can be moved to the top of the
folder with a left click and drag to the top of the window. Items can also be sorted alphabetically in ascending
and descending order by Alias name.
Although the majority of Staff and Inventory management is done in their respective sections in DMS the
organization of these lists is done in List sharing.
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Export Configuration Tab
The export configuration tab configures the settings to export the lists back to Mac-Lab/CardioLab.

Delta Export On
If checked, changes to any of the list items are sent to Mac-Lab/CardioLab when the interface runs.
This is a ‘real-time’ export, changes made will immediately be sent across the interface. For initial
setup, set to un-selected. After initial setup set to on and leave on.

Full Export On
A complete export is run periodically. For initial setup, set to un-selected. After initial setup set to on
and leave on. This export will send all lists out to ‘Refresh’ and send any updates made.

First Full Export Date/Time
A GE Field Engineer will set this for a specific date and time for the initial export to run. This should be
set to a time when system activity is minimal. Full Export is configured using a 24hour clock.

Daily Full Export Time
Defaults to the same time set in First Full Export Date/Time. The Lists will be exported to the INW and
replicated to update the Mac-Lab/CardioLab Master Lists.

Export List button
Located in the lower right hand corner of the window will conduct a manual export.
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Export Queue Tab
The Export Queue tab is viewable but not editable. The data may be filtered or sorted by clicking the column
headings. A ‘Completed successfully’ status reflects the lists have been successfully exported from DMS. This
queue does not have an automatic refresh feature. Utilize the refresh button at the lower right of the screen to
manually refresh the progress.
Error Log Tab
The error log tab displays any errors in exports from the DMS system. This log gives date and time information
of the error, the error type, the export type, etc.
Service Console
If the DMS system is configured to work in conjunction with an INW server all lists will automatically replicate
over to the Mac-Lab and/or CardioLab systems. If utilizing a stand alone configuration or a multiple system
configuration not linked to the INW server it will be necessary to manually pull lists following an ‘Export Lists’
in DMS.
This task is accomplished by using the service console on the Mac-Lab or CardioLab system. Look for the
Service Console icon and double click. This icon will be located on the Windows Desktop of the Mac-Lab or
CardioLab client.
When this window opens,




Select the plus sign by the GEMS Central List Management Control folder.
Select the Central List set-up folder. The Central List Control window will be displayed. The export
directory will be configured by a GE field service engineer. The location designates which Hospital
location this information exports to.
Clicking ‘update lists’ and the Mac-Lab or CardioLab system will pull the latest Lists from List sharing
Maintenance in the DMS system.
Repeat steps above for ALL Mac-Lab and CardioLab systems, Nurses workstations and Pre/Post
workstations requiring update.
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Charge Capture Module
The Charge Capture Module allows the user to configure and associate charge codes in DMS that can be seen
in the master lists of the Mac-Lab/CardioLab systems. As well as allowing those charges to be
managed/maintained from the charge capture worklist and ultimately submitted to the hospital-billing
interface for further processing.
ALL customers have the ability to utilize this feature to some degree, even if the charge capture module was
not purchased. The following are the 3 ‘levels’ of charge capture that are available to the DMS user:
1. Mac-Lab/CardioLab Procedure Reports
ALL customers, even those who have NOT purchased the charge capture module in DMS, have the ability to
enter charge codes, for procedures, medications and supplies into DMS and have them display on the MacLab/CardioLab system’s master lists. In addition, these charges codes can also be made visible on the MacLab/CardioLab procedural reports that are generated at the end of the study. A customized report format can
be designed on the Mac-Lab/CardioLab to meet the facilities needs.
2. Charge Capture Module
The second level of charge capture is the purchasable charge capture module. The charge capture module
gives the user the ability to enter charge codes for procedures, medications, supplies and contrast into DMS.
These codes also display on the Mac-Lab/CardioLab systems master lists. In addition to this basic functionality,
the charge capture module gives the user access to a charge capture worklist in DMS. From this worklist,
charges can be maintained by adding ICD9 codes, modifiers, credits and then printed using a printable charge
sheet option from DMS. This printable charge sheet may be used as a reference to enter charges into the
hospital’s billing system.
3. Charge Capture Module with Interface
The third level of charge capture gives the user all of the functionality available above but offers a billing
interface. In this configuration charges can be submitted from the worklist in DMS to the hospital-billing
interface.
Regardless of what level of charge capture is in place, the following steps MUST be performed if the
desired outcome is to see charge codes in the Mac-Lab/CardioLab master lists.
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All Users - Charge Codes Import
Select Charge Codes Import from Module Maintenance > Charges > Charge Codes Import
This will bring up the charge capture import screen.
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Make sure that the location, module and list type are correct before charge codes are added. It is important
to remember that only Procedures, Medications and Contrast codes can be added at this point. All supply
charge codes are configured in the Inventory Module and do not need to be configured in the same fashion.
There are two options for entering charge codes into DMS, manually or via a charge codes import. To
manually enter a charge code select the add button at the top right of the window.
Selecting ‘add’ will display the window shown below.
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To manually add a charge code, type the charge code and its description in the fields and select ‘close’ to close
the window. If multiple charge codes need to be manually entered, select add. The add button will display a
new window where additional codes may be entered.
To enter charges codes using the import feature, select import at the lower left hand corner of the charge
capture import window.
Charges imported into DMS must be in a tab-delimited (.txt) or CSV (comma separated .csv) file format. A
reminder of the file types is available when the import button is hovered over with the mouse cursor.
It is also important when creating the import file that it consist of only two columns. The first column lists the
charge code and the second lists the charge code description. Column headings are NOT necessary and
should not be used when creating the import file.
When performing an import, an import number will appear in the charge codes import window. This number
represents how many imports have been performed in this location.
Every time an import is performed the previous charge codes import is overwritten. Charge codes that
are manually entered are not affected by new imports. A reminder of this will display when a new
import is attempted.
Configuration
With all necessary charge codes added to DMS, the next step that all customers must perform is the ‘mapping’
or configuring of those charge codes. This configuration allows the charge codes to be visible in the MacLab/CardioLab master lists.
Select Configuration from Module Maintenance > Charges > Configuration
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This will display the charge capture configuration window.
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Select the location, module and list type where the charge codes were imported to in the previous steps.
The charge code configuration window is divided into three main sections. The upper left window shows the
device procedures. Device procedures represent the procedures created in list sharing maintenance. The
lower left window shows the list of charge codes that have been imported into DMS. The window on the right
displays the device procedure and charge code configured or mapped to one another.
To configure a charge code, find the procedure in the device procedures list. Then find the charge code from
the charge codes list. With both items highlighted select the arrow that points to the right to configure them
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Right clicking on the window that shows the configured charge codes will display all of the charge codes that
have been configured.
Charge Capture Module and Billing Interface Option
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If the facility has purchased the charge capture module, additional steps are needed to complete the
configuration.
At the top of the configuration window there are options that need to be selected when the charge capture
module has been purchased.
The following diagram gives a description of each one of the Charge Capture Auto Populate Options:
Name
Description
Notes
Charge Module
Turns the charge module on (Yes) or off
(No).
Must be selected as Yes to
enable other appropriate
options.
Charge by Default
Defaults the “Include” checkbox in the
Charge Work List to select.
If the “Include” checkbox is
selected the charge will be
submitted to the HIS
Charge Procs, Charge
Contrast, Charge
Med, Charge ICD,
Charge Inventory
Determines which types of charges will
populate the DMS Charge Capture
worklist. Choose by selecting Yes for
each option desired.
May not apply to all
procedure types, like
Surgery.
Charge Device
Choose Yes to have ONLY Mac-Lab
interfaced procedures viewable in
Charge Work List.
Cath and EP only
Choose No for ALL procedures
(including those from the DMS
Physician’s Report) to appear in the
Charge Work List.
Choose ‘Yes’ for DMS
Express
With the configuration complete, additional items maybe imported into the charge capture module if desired.
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ICD 9 Codes Import
Similarly to charge codes, ICD 9 codes may also be imported into DMS. The import of the ICD 9 codes is
performed in a similar fashion as was needed to import charge codes.
It is the responsibility of the customer to monitor, obtain and update ICD 9 codes as they become
available. DMS will show the date of the last import.
Obtain the lists of ICD 9 Codes and save the tab-delimited text file to a location where it may be accessed from
a DMS workstation or server. Note the location of the file.
ICD 9 Codes are imported globally, meaning they are not location or module-specific. The import adds
any new codes and updates existing ones. Manually added or updated codes may be deleted or
modified during an import.





On the ICD9Codes –Import window, enter the version number (this will be displayed on the ICD 9 Codes
Import main window).
Click “Continue”.
Use the “Browse” window to navigate to the saved file. When the file is selected, click “Open”.
The “Results” message box displays the outcome of the import. In addition, a log file is available if
problems occurred. Click the “View Log” button to troubleshoot errors or problems.
Use the “Search” boxes to find a specific code or description.
Batch Queue
If the system is set to submit charges by batch, DMS will send all Charge Capture messages submitted through
the Charge Capture Worklist to the hospital-billing interface at the specified time. If the system is not set to
submit charges by batch, DMS will send messages to the hospital-billing interface individually as they are
submitted.
An authorized GE Field Engineer or Integration Specialist must set up the Batch Queue feature. If this feature
needs to be configured, please contact the facility’s Project Manager or GE Technical Support.
A System Administrator can view the Batch Queue and resubmit as needed.
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Charge Capture Worklist
When using the Charge Capture Module in DMS, the Charge Capture Worklist is the location where charges
can be managed/maintained prior to submitting them to the hospital-billing interface. To access the charge
capture worklist, go to the desktop of DMS and select Work List > Charge Capture.
The charge capture worklist will display
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Using the Charge Capture Work List
Decide when charges will be reviewed: daily, weekly, etc. Filter the list to the date range or other criteria prefer.
The Charge Status column displays the following statuses:




To Review: these are procedures that have not had charges reviewed.
Action Required: some type of action is required.
Submitted: these procedures have been submitted to the charge capture interface
Processed: these procedures have been processed by the charge capture interface
The time between Submitted and Processed status may differ depending on whether the interface is set
to run real-time or batch, after hours.

Failed: these procedures failed to cross the interface
To select a patient for further review, double left click on the patient. The charge submission window will now
become available.
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Number
Name
Description
1
Included Column
As each item is reviewed, check the box to include
it on the final Charge Capture report.
2
Add Charge
Right click to display the pop-up box. Add charge
by Diagnosis, Inventory, Procedure or
Miscellaneous, depending on what options were
configured in System Management. You may also
add modifiers from this menu.
Remove Charge
Modifiers
3
Instructions
Displays the instructions for using the window.
Note that Remove is only available for manually
entered charges.
4
Action Required
Check the box to flag the procedure as Action
Required, and then enter a note in the text box
describing what is required.
5
Add button
Used instead of the right click option to manually
Add a charge.
6
Remove
Used instead of the right click option to Remove a
manually added charge.
7
Submit
Click to submit the charges to billing.
8
Print Preview
Displays the charge report. You can print from the
preview window.
9
Report
View the procedural report for the procedure to
help clarify charges. (Only available if you have
physician reporting)
Removing or adding a charge item should be done from the Mac-Lab/CardioLab system first.
Then when case is closed the database will reflect the change.
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Inventory Management Module - Requisitions
The Inventory module has optional ‘Inventory Management' capabilities that allow the user to manage
inventory shelf count replenishments via the use of requisitions. Only customers who have purchased the
optional Inventory Management Module will have the ability to create and submit these requisitions.
To create a requisition there are two options:
The first is to create a requisition for only the items that the user identifies as an item that needs to be
reordered. By filtering the inventory list to items at their ‘reorder point’, the user can now highlight a single, or
multiple items and choose the manual requisition button at the lower center of the screen.
Selecting the manual requisition button will create a requisition for only those highlighted items prior to
selecting the manual requisition option.
The second option is the auto requisition feature. By selecting the auto requisition button at the lower center of
the screen, all items at their reorder point will be put into a single requisition or multiple requisitions identified
by supplier. The configuration of the auto requisition feature is performed within inventory maintenance.
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Once a requisition selection is made, the user will be automatically taken to the requisitions tab within
the inventory management module and a requisition will be created.
The requisition is now editable by double clicking on the existing requisition and making the required
changes. Quantity ordered, item number, purchase order number and price are some of the fields
available for edit.
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There are four requisitions statuses:

In progress: the requisition can still be edited

Submitted or Ordered: depending on how the interface is configured, submitted means the
requisition is done and ready to be interfaced; ordered means it has already been sent via the
interface. Some configurations may not include the “Submitted” status and are immediately
labeled “Ordered”.

Cancelled: the requisition is cancelled
To submit a requisition the status must be “In Progress”
Requisitions can be multi-selected by holding down the Ctrl or Shift key and making selections
Receive Requisitions
When inventory items are received, they must be added to the DMS Inventory list to accurately reflect inventory
counts. Receiving the requisition in DMS will automatically ‘add’ the inventory received to the quantity on hand.
The items can also be added manually or by using the optional wireless barcode scanner to receive the items
and download the data into DMS.
To manually mark a requisition as “Received”, double click the appropriate requisition and change the “Status”
to “Received”. The “Received” column will default to the quantity ordered listed on the original requisition, if
there is a discrepancy, change the quantity received to reflect the actual number of items you wish to add back
to inventory.
If the facility is using the “Lot Number Required” option for an inventory item, select a “Lot Number” from the
Lot Number field or enter a new Lot Number.
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Adjustments
Periodically, inventory counts should be verified and, if needed, adjustments made. To make an adjustment to
an inventory item select the Adjustments tab. Enter the actual number of items on hand in the “Shelf Count”
field. Enter comments to reflect the reason for the change (year-end counts etc.). Press the “Tab” key and the
“Adjustment” field auto-calculates the number of items adjusted (either positive or negative).
Preference Cards
“Preference Cards” are personal inventory profiles for specific Physicians. A preference card for one physician
and procedure can be copied to another physician and procedure by selecting the new procedure and
physician from the dropdowns and clicking “Copy Card”.
The names in the Performing Physician dropdown are set up and maintained Employee Maintenance.
The physician’s job title must be tied to the “Performing Physician” job title in “Job Maintenance”
Workflow Considerations when using Orders and/or Scheduling
modules in DMS
The sections following this one describe in detail how to configure and use the DMS Orders and Scheduling
modules. It is important to first examine the workflow you will need to implement upon going live with the
Orders and/or Scheduling Modules. Several things will change from both the DMS perspective and the MacLab/CardioLab perspective when the use of these modules is initiated, and correct data flow into and out of
DMS will b e contingent upon following the correct workflow on the Mac-Lab/CardioLab.
There are 3 potential configurations that might exist with respect to the DMS Orders and Scheduling modules:
1.
2.
3.
DMS HL7 Orders Interface without DMS Scheduling Module
DMS Scheduling Module without DMS HL7 Orders interface
BOTH the DMS HL7 Orders Interface and DMS Scheduling Module
While DMS configuration and administration will differ with each of these scenarios, the Mac-Lab/CardioLab
workflow will be the SAME for all 3.
In order to insure proper data flow into and out of DMS, the following considerations MUST be addressed and
adhered to.
1.
2.
Orders sent in to DMS via an Orders Interface must populate the DMS Schedule as a “Scheduled Event”.
This may be done automatically, if the DMS Scheduling Module is in place or not, or may be done
manually (only if there is a DMS Scheduling Module in place)
Studies on the Mac-Lab/CardioLab must be initiated via the “Search Schedule” MWL search
Mac-Lab/CardioLab procedural data will only be tied to DMS Orders and/or Scheduling information if this
workflow is followed. If any other workflow is followed, the study data will not be tied to the DMS Order data,
and will need to be “merged” in DMS (instructions on merging exist in the following sections). Additionally, if any
other workflow is followed, multiple DMS “Scheduled Events” may populate the DMS Schedule – and these
events cannot be merged.
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Orders Maintenance
The Order Maintenance function within DMS enables the facility to abide by IHE (Integrating the Healthcare
Enterprise) workflow specifications, which means all images associated to a procedure must be tied to an
order. This also gives the customer the ability to have the order for a procedure follow the procedure from
execution to billing. Order Maintenance is where all Orders information is configured.
Within DMS, the user can manage which orders coming in from an Order Placer (or Physician Order Entry
system) to accept and which ones can be ignored.
For example, DMS can accept all Echo TTE orders but ignore all orders for chest x-rays because DMS does not
handle Radiology procedures.
Using DMS gives the customer a place to manage all orders (Orders Worklist) tied to procedures and those
that are not. This also gives the user the ability to associate any hospital order to DMS procedures that were
created without a hospital order. These would be any procedure created manually within DMS, or an
emergency case started on the Mac-Lab.
In DMS orders are managed with USID’s, Requested Procedures, and Scheduled Procedure Steps. DMS will
create an order if the procedure is manually created or is not performed from a schedule search. There is
configuration that allows the orders to be forwarded to an Image Archive system (PACS) and back to the Order
Placer. There is a new scheduling interface for bringing in Enterprise scheduling messages.
Orders Configuration
The Orders Configuration tab provides the user with definitions of what each setting does. Most customers will
want to have Activate Orders, Forward Orders, Placer Order Notification, and the two Hold Temp configurations
checked for optimal workflow with the Mac-Lab and Imaging system.
Select the ‘Definitions’ button to view definitions for each of the configurable options.
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The interfaces involved in the use of Orders are Inbound Orders, Outbound Orders, and Scheduling. These
Interfaces are set up and configured by the Field Engineers and System Integrations team.
Forward Orders: If the customer does not have an Image Archival System (PACS), that requires orders to
complete the study, this box would NOT be checked.
This is only for customers that need to forward the orders on to a PACS system for image study completion.
If a customer does have a PACS and does not forward orders through DMS to the PACS, they would have to
have another method for getting the order to PACS for image study completion.
Create Scheduled Event: This configuration choice allows the customer to have the Order that comes in,
automatically create a scheduled event for the patient and procedure.
Doing this will allow an order to create a generic scheduled procedure for the module that the order is for. So if
the order is for a Cath – Left Heart Cath, a scheduled event for Cath will be created.
The problem with having this configured for the customer is that there are other fields within scheduling that
would make the scheduled event more complete. These are Device, staff, and procedures. So having the
system auto schedule from an order will miss these fields. The user will have to go in and add them manually
anyway. Plus the time will be set to “No time yet”, meaning the schedule will not be showing scheduled times.
Without the Device chosen for the event, the schedule searches on the Mac-Lab must be generic.
Placer Order Notification: Having this configuration checked allows the user to have DMS send Order
messages to the Order Placer (HIS or CPOE) when a DMS order is created. The sending of this message allows a
valid Placer number to be given. A DMS generated order does not contain a valid placer number and therefore
the Order Placer must be notified an order was created. The Order placer will fill in the correct placer number
and send it back to DMS, where the order will be updated. This updated order will be sent on to the PACS
thereby giving the Image Archival system the correct order placer number.
The only reason a customer would not want to have this configuration checked would be if the Order Entry
system being used, cannot handle the process of receiving and updating orders.
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Without this update ability every procedure created within DMS without an order will require a manual merge
of the hospital order with the DMS order. If the user does not merge the two, all DMS orders sent to the PACS
will not have a valid placer number and image studies will be closed with invalid placer numbers.
This is only necessary for customers with a PACS, OR for those that want to associate valid orders to
DMS procedures.
Create ancillary staff: This configuration would only be checked if the customer purchased the Scheduling
interface and wants the interface to create ancillary employees in DMS. These employees are created in
System Management – Employee Maintenance, and are only created if they do not already exist.
Hold Temp patient confirm (Physician Reporting Only): This configuration prevents a patient/procedure from
being confirmed if the patient is considered temporary.
In DMS, a patient is considered temporary when:
 They are created manually in DMS.

The patient is created by a device other then ADT or Orders. (Mac-Lab, Innova, and Vivid).
The patient must come from the Hospital Information System to be considered a registered patient all others
are temporary. Once a temporary patient is corrected, the procedure can be confirmed. This prevents patients
with incorrect patient data from being part of the order.
Hold Temp Placer Notification: This configuration should be checked if the customer is using the Placer Order
Notification setting. It prevents DMS from sending an order message back to the Order Placer, for updating, if
the order is for a temporary patient.
By having this configuration checked, DMS will hold the order until the temporary patient is registered. Once
the patient is registered, DMS will update the internal order with the correct patient information, if needed, and
send it back to the Order placer for a valid placer number.
Require Placer Order Confirm (Physician Reporting Only): This configuration should be checked if the
customer is using the Placer Order Notification setting. It prevents a procedure from being confirmed if there is
not a valid placer order number tied to the procedure. Allowing the physician to confirm the procedure with
an invalid order placer number will complete the order and, in turn, the PACS will receive the completed order
message (results) causing it to close the study images with the invalid placer number.
Hold HL7 Results (Physician Reporting Only): Checking this configuration option, will allow the physician to
confirm procedures, but will hold the result message from being sent if the procedure has an invalid placer
order number. Once a valid placer number is tied to the procedure, the results message will be sent to its
destinations. Using this configuration will allow physicians to confirm procedures and route physician reports.
Note that for customer not using Physician reporting but have the Mac-Lab results and VISTA
interfaces the Mac-Lab word report or procedure log can be forwarded as part of the results
interface.
Hold Charge Capture: Checking this box allows the physician to confirm procedures, but will hold any billing
charges from being sent if the procedure has an invalid placer order number. Once a valid placer number is
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tied to the procedure, the charges can be sent from Charge Capture Worklist. Having this set will allow the
physician to confirm and still get the routed physician reports.
Update Accession Number: Checking this box will update the accession number during the orders merge ‘From’
order’s accession number will update the ‘To’ order’s accession number.
Orders Management
This tab is where the user will want to set up all the Orders that will be generated by DMS or come into the
system from an Order Placer. Right click on any tree item, to view a menu with options. Select “Manage
Universal Service ID” to navigate to the window where all Orders are managed. This window is for viewing only.
It provides an overall look at which Universal Service ID’s are set up, and any Requested Procedures and
Scheduled Procedure Steps tied to each Universal Service ID.
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


U = Universal Service ID (A request for Service)
RP = Requested Procedure (Unit of work resulting in one report with associated, codified, billable acts.)
SPS = Scheduled Procedure Steps (The smallest unit of work in the workflow that is scheduled.)
It is recommended the user Import their list of Universal Service ID’s using a tab-delimited file. This file can be
either created manually or potentially exported from the Order Placer system in use. If creating the file
manually, it must be in a specific format. Hovering over the Import button will display the format. The file can
be created using Microsoft excel and then saved as a tab delimited text file.
After the file is imported into DMS, all the new USID’s will be displayed in the Order Management window.
D:\Program files\GE Medical Systems\Centricity Cardiology DMS
If any additional USID’s need to be added manually, this can be done by selecting Manage Universal Service ID
from the right click menu on the Orders Management window. By selecting this menu item, the following
window opens.
All USID’s must be tied to an RP and an SPS. The window will not allow the user to exit if a USID exists that does
not have either tied to it. The DMS procedure level is optional. To add additional USID’s, select the Add USID
button. This will open a window that allows the user to enter a new USID, description, and Coding System.
Once the new USID is added, it will need to be tied to a RP and SPS. NOTE: USID’s are not module specific.
Manage RP List allows the user to add additional RP codes. These are specific to a module. Unused RP’s can
be set to inactive.
ALL SPS codes and descriptions are defaulted and cannot be added to or removed. The only thing that can be
edited here is the Coding System. If the user wants to tie DMS procedures to an SPS, they can. It is optional. If
there is a need to add an additional procedure, use the Create New Procedure button. This window is the same
window seen in List sharing.
After all codes are associated to USID’s, the configuration is complete. The list must be exported so it can be
updated in the PACS system.
Export Queue
Once the user has the USIDs configured within DMS, they need to be exported so that the image manager
(PACS) can contain the same set. Click on the Export Orders List button at the bottom of the Orders
Management window. This will create a row in the Export Queue tab. When the export is completed, a file will
be generated on the Interface Server in the following directory. D:\Program files\GE Medical
Systems\Report_Routing\bin\PACS. This file is now available for import on the PACS system. The Export Queue
tab will look similar to the following.
Forward Orders Queue
This window is for viewing all orders that have been forwarded on to the Image Archival system (PACS). If the
order fails to send, it can be resubmitted.
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Placer Orders Queue
This queue allows the user to view all orders that were sent to the Order Placer system. They would be orders
that were created from DMS or cancelled orders. If there is an order that failed for some reason, they can be
resubmitted.
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Temp Patient Queue
This queue allows the user to view any DMS orders that belong to patients that are considered temporary. The
order will be held by DMS until the temporary patient is corrected. These orders can be resubmitted if they fail
for some reason.
Additional Order Management Features
There are several other features a System Administrator should be aware of from the Orders management
window.
The Scheduling Interface is a purchasable option. There is no configuration needed from the users perspective.
Configuration would be done by the integrations team. This interface allows an Enterprise scheduling system
to send a scheduled event to DMS. DMS will reflect the new event in web scheduling. There are no updates
sent back to the Enterprise scheduler. Information is only sent one way.
Along with the scheduling interface, the user can have this interface create an ancillary physician list with any
physician that is part of the scheduled event. System Administrators can prevent a procedure from being
confirmed if the patient is a Temp patient. A Temp patient would exist if it was created within DMS or came
from a device. The patient’s temp status must be corrected before confirmation can take place.
Results and Billing messages can be held until a procedure has a valid Placer Order number associated to it. It
cannot be associated to a DMS created procedure.
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Orders Work list
The System Administrator will enter Orders Worklist in DMS. They will find the hospital order and the DMS
created order and associate the two together.
The physician can now confirm the procedure. Confirmation of the procedure will cause DMS to send a
message to the PACS system with notification the order is complete.
The functions of Orders Worklist are as follows:









A right click on either a DMS or a HIS order provides the menu of functions.
View the order details.
Find an order using the find menu item.
Clicking on Merge will merge the two orders highlighted. A window is displayed showing any
mismatched data between the two. A HIS order can only be merged in the pending state and a DMS
order can only be merged if it is not complete or cancelled.
Depending on the state of the order, it can be deleted or cancelled. To delete, the order must be
cancelled. To cancel, the order must be pending or scheduled.
Clicking on open will open the DMS procedure that is tied to the order.
Selecting Patient Information, will take the user to this patient on the Patient Information screen.
The reports menu will bring up the report routing window to view any confirmed procedures that may
exist on this patient.
Mismatch will be available if the patient has a mismatch between the procedural and patient
demographic information.
The Orders Work List is used by persons in charge of coordinating orders for your lab or department. Before
using the work list, your order universal service identifiers (USIDs) must be imported and configured in System
Management. If you purchased the Orders interface, orders are interfaced into DMS from an external device
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(like a Hospital Information System) via an HL7 interface. The Orders are then associated automatically via the
DMS DICOM Modality Work List.
DICOM Modality Work List is an automated way to associate orders. Orders will be received by DMS and create
an event on the DMS Scheduler. The Modality (Mac-Lab or CardioLab device) will have the search capability pull
that order information to the study associating the order with the procedural data.
Once the procedure is confirmed, the order and the procedural data is sent back to the external device via an
HL7 Results interface. For more information on the Orders and Results Interfaces, consult the DMS Interface
Manual.
Using the Orders Worklist
System Administrators will need to review the orders worklist to confirm orders are associating correctly. If an
order is not associated to a procedure System Administrators will need to perform an orders ‘Merge’ The initial
view of the Orders worklist will show a split window with Non-Registered orders on the upper half and the
Registered.
To Merge orders, first configure the worklist “view” dropdown for (Registered, Non- Registered) or (Registered,
Registered).
1.
Highlight the “Registered” order in the top half of the screen.
2.
Highlight the “Registered” or “Non-Registered” order in the lower half of the screen.
3.
Right click on the patient name and select ‘Merge’ from the right click menu.
4.
A ‘Merge’ window will open.
5.
Verify the demographic information is correct and the order information is correct for the patient.
6. Select Merge
Merging patient orders will allow result messages to be sent from DMS back to the HIS to ‘Complete’ orders.
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If more than 2,000 orders accumulate and are not associated, system performance may be affected. It
is important that the orders not be allowed to accumulate for optimum system performance.
Associate Procedure
If a procedure has potential orders that may be associated with it, the Associate Procedure button is enabled.
1.
Click the Associate Procedure button.
2.
The Associate Procedure window opens. At the top, the relevant Order Information for the selected
patient and procedure is displayed. This is simply a quick reference tool; nothing needs to be
completed in this section of the window.
Information for the selected patient and procedure is displayed. This is simply a quick reference tool;
nothing needs to be completed in this section of the window.
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3.
Under the Procedures section of the window, a list of potential procedure matches is listed.
4.
Depending on the procedure selected, the procedure detail is displayed on the lower section of the
window.
5.
When the correct procedure is found and selected, click the Assoc checkbox. This removes the
procedure from the selectable list and assigns the procedure to that particular order. If, when you
check the Assoc checkbox, an Orders Mismatch box opens.
When complete, click Close.
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Schedule
The scheduling module is a web-based application that allows a facility to schedule patients for procedures,
assign rooms, equipment, and staff. The schedule is dynamically linked to the Mac-Lab or CardioLab system
to show progress of procedures at a glance (Scheduled, In Progress, and Completed) and which device the
procedure is being performed on. Patients can be pulled via Schedule search from the DMS schedule to the
Mac-Lab or CardioLab tying Order information to procedural information. This reduces entering redundant
information and the chance for errors. The schedule can be viewed multiple ways and your facility will
configure the view according to their preference. Depending on your column preferences your view could be
different from the image below. Each system can be configured to view the schedule differently if desired.
Configuration can be Global (affecting all views) or per workstation. Employee color-coding, viewing by
status, room or device are all configuration options.
To link procedures with HIS orders you must perform a Schedule search on the Mac-Lab or
CardioLab.
There are two options to schedule an event, from the “New Event” link or by using the “Orders” link. Orders is
a purchasable interface. If you do not have the interface, you will not have the Orders link available.
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When New Event is clicked, the Patient Search window opens.
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Enter any known information such as Last Name or MRN.
Click Search.
The Patient Search Results window is displayed.
If the patient information is retrieved, select New Event to schedule a new event for that patient.
If no results are found, then click on New Patient in the Patient Search Results window to create a new
patient. Next, enter the patient information on the New Patient Information window. The asterisk items are
required. When complete, click save. When scheduling ‘in the future’ procedures you may not have the MR
number or the Account number of a patient. If the MR number is unknown select the ‘Auto-Generate MR#’
box to have DMS generate a temporary number. (Keep in mind this number will need to be updated the day
of the procedure following the patient’s admission with a valid MR number and Account number.
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Users will return to the patient selection window. Select your newly created patient from the list.
Whether a new patient is created or an existing patient is selected, the New Event window is where
the procedure is scheduled. When New Event is clicked, the list of modules or events appears.
Choose the module. Enter in all of the known information. In this window, information such as procedure
time, procedure type, comments, physician, staff, and resources can be assigned to the schedule. If a
procedure time is not yet known, the “No time yet” box should be checked. When the information is
completed, click the “Save” button.
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If a scheduled procedure is highlighted in yellow, there is most likely a conflict between two scheduled
procedures and a Resource. If highlighted orange, there is definitely a conflict. For example, the same lab
may be scheduled for both patients at that time. Place the curser over the procedure to display the pop-up
box or open the procedures and examine the Resources to determine the cause of the conflict.
To delete a scheduled event double click the event on the main schedule to open the Event window. Click the
Delete button and answer Yes to the message box.
The DMS Schedule is adaptable to your needs, since the schedule is a web based application you can use the
URL to modify the view of the schedule. By adding any of the following parameters after the URL and
separated by the ampersand (&), you can control what you see on that particular workstation.
Scheduling Defaults
Description
AutoRefreshSeconds=1800
The number of seconds before the window
refreshes. If you want it to refresh more or
less often, change the number of seconds.
AutoAdvanceDate=False
If the schedule is left up continuously,
setting this to True would automatically
advance the schedule Date as the date
changes on the workstation.
NumberOfColumns=6
Number of columns displayed on the
schedule. May be increased or decreased
as needed.
ColumnWidth=300
In pixels, the width of the columns.
Increase or decrease as you prefer,
DisplayPName=True
If this is set to True, the patient name is
viewable on the schedule. If set to False, it
is not.
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See the Centricity Cardiology DMS Operators manual for instructions on how to make global and
permanent changes to the schedule.
Click the Printable Schedule link to view the schedule in print-ready format. Use printer icon to print to default
printer.
When patients are scheduled in the Scheduling module of the DMS system the user may pull these
patients and the related demographic data into the Mac-Lab/CardioLab system by using the
“Search Schedule” feature in the Study menu bar of the Navigator window.
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Scheduling Times
The Scheduling Times section of System Management allows default values to be set for the length of time an
event will be placed on the DMS Scheduler. These times are set up per module and in minutes. These times are
used in the Scheduling Module and procedures are scheduled accordingly.
Case Event
Case Event is a documentation tool used to identify parts of a procedure. This information can be used within
DMS for reporting statistics. The Mac-Lab/CardioLab links a case to a primary physician and tracks procedures,
supplies and medications used by that physician during the case. This will be helpful when gathering statistical
data.
The Case Event can be set up within a Macro command for ease of use. The following is a suggested workflow
for using the Case Event tool.
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1.
2.
3.
Enter pre-procedure documentation such as Staff from the Master List.
Enter on the Macro Command line, Case Event or select Study from the menu bar and click Case Event
from the drop down. The above window will appear.
Select the case type as Diagnostic Cath and the Primary Physician from the list. A physician must be
selected from the Staff Master List to show in the Primary Physician drop down list. Any
documentation, like medications given will be associated to this Primary Physician. Click, OK.
All documentation entered from this time forward will be associated with this physician.
4.
5.
6.
When the procedure is ready to start, you will enter on the Macro Line Case Start.
Continue through the procedure until the end and select Case End Macro Line command.
Make sure to complete all Master List documentation since the information is tied to the physician
before closing the procedure.
It is important to use Case Event when switching from a diagnostic procedure to an intervention procedure
on the same patient, especially if more than one physician is involved. Using this tool will help populate
procedure and physician statistics within DMS.
Example of documentation
within the log.
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Example of Case Event
Macro line command.
Reports – Administrative and Procedural
To Access Administrative Reports on the DMS, select Administrative Reports from the desktop of DMS and enter
the following:
There are two types of reports in DMS: Procedural and Administrative.
Procedural Reports
Procedural reports include reports that contain data specific to a single procedure. Charge Submission (Billing)
and Physician Reporting are two examples. These reports only list data specific to the one patient and one
procedure reviewed. There are various ‘Reports’ buttons within DMS that can access these reports. Procedural
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reports mostly impact Physician reporting. For more information see the Centricity Cardiology DMS Reports
Guide or Help.
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Administrative
DMS offers a variety of options to meet reporting needs and uses Crystal Enterprise as an administrative
reporting solution. Depending on the options the facility purchased some of the features discussed regarding
Administrative Reports may not be available. Users can Access Administrative reports from any of the
following areas:
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The main menu
The patient information window (Administrative Reports button on the Outlook Toolbar)
From any of the Work Lists via the Outlook toolbar
From the Inventory module
From Centricity Cardiology DMS Web
When the user clicks the Reports button from any of these locations, the Administrative Reporting window
opens. From this window, the user can view, print reports, and schedule reports to run. Everything on this
window is relevant to Administrative Reporting only.
Refer to the Help files to learn about all the features and functionality of the Administrative Reporting window.
A question mark (?) icon in the upper right corner of the window represents Help. For additional information,
see the DMS Reports Guide and the Advanced DMS Reporting Guide.
For more information on these reports, please refer to the Centricity Cardiology DMS Reports Manual.
When you click the Admin. Reports button, the Administrative Reporting window opens. From this window,
users can view and print reports, schedule reports to run and much more. Everything on this window is
relevant to Administrative Reporting only. Use the extensive Help files to learn about all the features and
functionality of the Administrative Reporting window.
To run a basic statistical report, click on Admin. Reports  click on the folder containing the reports, once in
the folder, click on the report title you wish to run. From here, reports may be viewed at once or scheduled
for a future date and time. The history of that report may also be viewed as well as modifying the report
through the popup menu.
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Clicking on view in the pop-up menu will launch the Crystal Report Parameters page, where the user will be
prompted to fill in data defining how the report will run. Dynamic Parameters allow report parameters to be
dynamically populated with values directly from the database. Upon run time of a Crystal report via
administrative report ePortal, the values stored in the database will show in the drop down lists on the report
parameter screen. Several of the dynamic parameters are cascading parameters. This means that the
selection choice of one parameter will influence which values are populated in another. For example,
depending on what is selected for the Hospital Location Code parameter determines which physicians are
displayed in the Cath Physician parameter. In order for a Cath physician to be in the list, the physician must
be assigned an appropriate Cath physician job type at a particular hospital location).
The above is an example of the Dynamic Parameters selection window you will see when running
Administrative Reports in DMS. Notice that the Parameter Selection ‘dropdown’ values populate directly from
the database (there is no longer the need to enter the values manually). Also, please note it is critical that the
“ADD” button is hit after making all parameter selections (The report will not run if the “Current Value” for any
parameter says “No current value has been set”).
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Once these parameters are set, click OK and the report will be displayed. Some reports can drill down to
multiple layers. By clicking on a section of a graph in a graphical report, the underlying data for that section
will be displayed.
Module Maintenance - Case Resolution
When a procedure is performed on the Mac-Lab/CardioLab, the master list items selected during the procedure
are linked to a case event that was also selected during the study. These master list items and case events are
used as the basis of the statistical reports generated in DMS. If master list items were not selected within the
proper case event or a case event was not selected during the study, incorrect data may be seen when reports
are generated. In most situations, these errors can be corrected on the Mac-Lab/CardioLab systems prior to
the study being sent to DMS, however the user also has the ability to resolve the studies in DMS. It will be
expected that ALL studies be reviewed in DMS to ensure proper data.
Case Resolution allows the user the ability to review and resolve all studies performed on the MacLab/CardioLab systems in DMS after a study is complete to ensure that the administrative reports generated in
DMS reflect accurate data.
It is necessary to resolve ALL studies in DMS to ensure accurate statistical data.
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In the System Management menu:
1.
Select Module Maintenance
2.
Select the “Cath or EP” module from the dropdown at the top of the Module Maintenance window
3.
Select “Case Resolution”
The case resolution work list will display.
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All Inventory, Complications, Medications, Procedures and Contrast items can be resolved through Case
Resolution. In the Case Resolution-Details window, each category is assigned a colored icon:

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Inventory=I
Complications=C
Medications=M
Procedures=P
Contrast=Ct
When the Case Resolution Work list opens, the user must select a Location and a Status. The Status dropdown
will determine which information is displayed in the window. Selecting “Resolved” will display all procedures
with items that have been resolved. A resolved status identifies procedures that have had a case event(s)
selected during the procedure and have no master list items selected outside of the case event(s) selected.
Selecting “Unresolved” will display a list of procedures with items that need to be resolved.
To open a procedure, double left click on the row containing the patient’s name.
In this example the patient is ‘unresolved’ and will need a case event created and the master list items
associated to the correct case event. To create a case event select the create button in the lower left corner of
the screen
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At this point an employee and event type, case event, may be selected.
If master list items are reflected out side of a case event, they can be moved into the correct case event by left
clicking on the item and dragging it into the proper case event or by right clicking on the item and selecting
move and then choosing the correct case event.
The image below shows the patient shown in the previous example now with proper case events and master
list items associated to the correct event.
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Ad Hoc Reports
In addition to the standard pre-loaded admin reports (or “canned reports”), Centricity Cardiology DMS also has
an “Ad Hoc” Reporting feature. This Ad Hoc tool can be used to create customized reports from pre-defined
“Data Sources”, and allows the user to query the DMS database in a more flexible way and produce reports
with specific user-defined fields.
It is important to keep in mind that you will only be able to use fields from a single data source, and cannot
build “Parameter Fields” into a report (like those that exist in the canned reports). Also, because any filtering
that is applied to an Ad Hoc report (like a date range, for example) becomes embedded in the report itself, it is
best to build Ad Hoc reports on an “as needed” basis, as opposed to attempting to build them, save them, and
re-run them each day, Week, or month.
Below is a sample Ad Hoc report that demonstrates the reporting tool’s basic functionalities, and illustrates
how these reports can be created. You will first need to select “Admin. Reports” from the main DMS page and
log in with :



User Name: Administrator
Password: Never!Mind
Next, select the “Ad Hoc” icon from within this window
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Percentage of Patients by Gender
To begin building a report, you must first select the appropriate data source from the “Select Report Data
Source” dropdown box. There are 24 data sources available. For this particular example select the
DMS_CASE_EVENT_DATASOURCE.
Make sure the Ad Hoc window is set to the “Query” tab, and you will then see all of the fields available within
the selected data source. To select fields for your report, click the “Fields” link on the left side under “Select
Options”, and then select “Advanced”.
In the “Fields” widow that opens, highlight desired fields on the left side (Available Fields), and move them to the
right side (Fields to Display) using the single right arrow. You can use the left arrow to remove any fields
mistakenly added, and the small “up” and “down” arrows on the far right enable you to re-order the selected
fields. The “double arrows” will move ALL fields to the right or left.
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For this report select the fields shown in the window below:
Note that the fields you selected will now show in the “Fields” section of the “Query” tab.
“Grouping” enables you to organize the data in the report and combine records of a given type. In this
example, we are grouping by “Gender” (but for other reports you may choose to group on “Date”, “Physician”,
“Case Type”, etc.).
To create a grouping, select the “Groups” link on the left side under “Select Options”, and then select
“Advanced”.
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Select the “Gender” field from the left side (Available Fields) and move it to the right side (Group on).
Note that the group you created will now show in the “Groups” section of the “Query” tab.
We can also add “Filters” to a report to select ONLY the specific data we are interested in. In this example, we
are filtering by “Date” (but for other reports you may choose to filter on “Physician”, “Case Type”, “Inventory
Classification”, etc.).
To create a filter, select the “Filters” link on the left side under “Select Options”, and then select “Advanced”.
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Use the dropdown selections to choose a field and filter type. The “…” icon allows you to “browse” the data in
the selected field, making it easier to enter the value in the correct format (values may also be typed in). Please
note that you can ONLY use “and” when creating multiple filters, and you must hit “Add” in order to save the
selected filter (you will then see it in the top portion of the “Filters” window.
Your Instructor will provide you with appropriate Start/End dates for you to filter on that will produce data for
our class database of patients. In order to filter for all studies between a specific start and end date, we need
to create two filters, one selecting for procedure dates equal to or greater than (Start Date) AND one selecting
for procedure dates equal to or less than (End Date).
Note that the filters you created will now show in the “Filters” section of the “Query” tab.
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The “Summaries” section allows us to perform counts and sums on given fields. In this example, we need to
count the number of patients for each gender. We can use the “PROCID” field (which is assigned uniquely to
DMS for EACH study performed) to get an accurate count of patient encounters. It is important to note the
difference between “Count” and “Distinct Count”. “Count” will count EVERY instance of a given item, while
“Distinct Count” will count each DIFFERENT value of that item, ignoring repeats. We will use “Distinct Count” of
PROCID here to get an accurate count of each Patient Encounter, while ignoring any duplicate records that
might exist in our query.
Note that the Summary you created will now show in the “Summaries” section of the “Query” tab.
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“Sorting” data allows us to display the data in a specified order. For this example, we will be sorting on
“PROCEDURE DATE” in ascending order.
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If a Chart is desired for the report, select “Report Chart” from the “Select Options” toolbar.
In the “Chart” configuration window, you will need to select a “type”, “title”, and “placement” for the chart. You
will also need to define what data will be shown in the chart. It is important to note that you MUST have a
“Group” in your report in order to create a chart. This example will show us the “Distinct Count” of PROCID
(number of patients) per group (Gender).
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It will also be necessary to select a “Report Template” for your report
Here, we select the Red Blue Border Template. Feel free to experiment with different templates to discover
what works best for you.
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You can now switch over to the “Report” tab and see the entire report, as it is currently configured.
If desired, you may modify the report to some extent by opening the “Design” tab. If you open the “Details” section of
the report, you may then right-click on your fields to format them differently.
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In this example, we chose to “Suppress” the PROCID field. We used it in our report to derive our counts, but it
would have no meaning to someone who views the report, so we can suppress, or hide, it (while still keeping it
as part of the report). Depending on the situation, other useful features here are “Can Grow” (allowing a given
field to ‘text wrap, as opposed to truncating, when displayed) and “Keep Together” (which allows all data from a
given group to stay on a given page, as opposed to spanning from one page to the next).
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Here is a look at our “final” report, which may now be printed, or exported to Word, PDF, or other applications.
Export Print
Scheduling Administrative Reports
Reports that need to be run on a regular basis may be set up so that they run on a “schedule”, as opposed to
running them manually via the “view” link. These reports can be set up to run at the scheduled times, and can
be viewed via the “history” link, or can be set up to run to a specific destination (like a network printer). These
destinations need to be configured initially, but once they are configured they are available for all scheduled
reports.
Configuring Scheduled Report Destinations
Printers
Printers may be configured as destinations for scheduled reports. If you are not familiar with installing printers,
or do not have access to your DMS Server, you may want to enlist help from your hospital IT Department to
accomplish this task. In order to make a printer easily available as a destination for scheduled reports, it
should be configured as follows:
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1.
2.
3.
The printer needs to be installed on the DMS Server (for DMS FULL systems, the DMS Interface Server)
itself – not on a client or workstation.
The printer should be configured as a “network” (IP) printer, using a TCP/IP port.
The printer must be configured as a “shared” printer.
You will need to know the Printer “Share Name”, as well as the DMS Server name in order to schedule
reports to this printer.
Email
Reports can also be scheduled to run and be distributed via email. Your hospital IT department will likely need
to be involved in configuring the email (SMTP) capabilities, but keep in mind that email is NOT generally
considered to be a “secure” method of transmitting patient data, so some hospital IT departments will not allow
this method of administrative report distribution.
To configure your system so that you can email scheduled reports, you must first configure the email server
information in the Crystal Management Console, or CMC.
From the main screen of DMS, select “Administration” then “System Management”
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Next, select “Module Maintenance”
Then, select the “Reports” module from the dropdown, and “Administrative Maintenance”
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This will bring you to the CMC logon page, where you can log in with:
Select “Manage Servers” from the CMC Home Page
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Click on the Server Name that ends in “.report”. This is the “Crystal Job Server”. Note that the actual name may
vary, depending on whether or not your site changed the server’s “default” name.
Inside the Crystal Job Server window, select “Destinations”
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Then select the “Crystal Enterprise.Smtp” Destination
Below is a view of the Crystal Enterprise.Smtp destination configuration page:
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ALL of the items outlined in RED are required to be configured in order to be able to successfully schedule
reports to an email destination. The non-outlined items may be configured here and/or may be configured for
each scheduled report individually.
Now that the email/SMTP destination has been configured, you will need to “enable” it. Navigate back to the
Crystal Job Server’s Destinations page, put a check in the “selected” box for the CrystalEnterprise.smtp server
and select “Enable”
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Select “OK” in the confirmation box
Note how the icon has changed – it no longer has the RED disk, meaning it is now in fact enabled
Other Destinations – FTP and Unmanaged Disk
Two other destination types are also available when scheduling DMS Admin Report. These destinations are
also found in the same “Crystal Job Server” Destinations page, and are enabled in the same way. For each of
these items, default values for the configuration may be set up here, and/or they can be set up for each
scheduled report individually. Below are the two destination configuration pages:
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Scheduling an Administrative Report
To schedule a report to run automatically at a predefined time/interval, navigate to the desired report folder,
left-click on the desired report, and select “Schedule”.
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In the report scheduling window, you will need to configure most of the options under the “Customize your
options” dropdown (you should NOT need to configure the “Database Logon” or the “Filters” options, but will
need to make selections for all of the other options)
The first option to configure is the “Schedule” option. This will determine WHEN a report will run, HOW OFTEN it
will run, and for HOW LONG this scheduled report will remain running. The available selections for this option
are as follows:
We will look a bit closer at a “Daily” scheduled report. The other run-time parameters work in a similar way.
The below configuration will produce a report that runs every day at 11:45 PM. It will run once each day, at the
selected time, until 7/26/2019.
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Many of these options have an “Update” button. Remember to hit this button after making
your settings to permanently commit them to the scheduled report before moving on to the
next option.
The next option is the “Parameters” option. These parameters determine exactly what data is returned in the
report, and are exactly the same set of parameters you would see if you simply ran the report on demand
(“view” option), instead of scheduling the report. Hit each “Add” button to move your selected “New Value”
down to the “Current Value” for EVERY parameter selection.
The report will run based on ONLY what you have entered for “Current Value”
Make sure that EVERY parameter has a “Current value”. If any are left with “No current value
has been set”, the report will fail to run.
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“Destination” is the next option you should configure. The available destinations are “Default”, “Unmanaged
Disk”, “Email (SMTP)” and “FTP”:
You would select “Default” if you plan to schedule the report to a PRINTER destination. You would also choose
“Default” if you want to run the report, but NOT send it to any destination (it would be available via the “History”
link after the scheduled run-time)
The “Email (SMTP)” destination will show the following options:
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If you configured these values when you configured the SMTP destination in the CMC, you can select “Use the
Crystal Job Server’s Defaults”, if not (or if you want to alter those values”, select “Set the values to be used at
the scheduled time here” and configure the values appropriately.
The “Unmanaged Disk” and the “FTP” destinations both work in much the same way:
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The “Format” option will determine what type of file is produced when the report runs. If you schedule a report
to a printer, most of these options will work, but if you plan to distribute the report in another way (like via
email), you may want to select a different format, like “Word” or “Acrobat”, to increase the likelihood that the
recipient of the file has an appropriate application that can view the report.
The “Format” options are as follows:
The last option that you will need to configure is “Print Settings”. If you are scheduling your report to any
destination OTHER than a printer (SMTP, Unmanaged Disk, FTP), you can omit configuring this option. If you are
scheduling a report to a printer destination, configure this window as you see below:
The “Specify the printer” value should be configured in the following fashion:
\\DMS Server Name\Printer Share Name
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After all of the options have been configured, hit the “Schedule” button at the top of the Schedule page to
finalize the scheduled report.
If the report is scheduled to a printer, email (smtp), unmanaged disk, or FTP, you can expect to see the report
file shortly after the scheduled run-time (and also after every other recurring instance of that report)
If the report was set to run, but NOT sent to a specific destination, it can be viewed from the “History” link for
that report. History can also be used to determine success/failure of scheduled reports, re-run reports with
changed options (if it had failed, for example), or to evaluate why a particular report instance failed. To get into
a specific report’s history, browse to that report, left click on it, and select “History”
A successful scheduled report instance will display in the history like this:
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If the report was scheduled without a destination, it can be viewed from here by clicking on the “Instance Time”
link. This link can also be used to view/print a report that was scheduled to a specific destination as well.
If you look at a report’s history and see a status of “Failed”, that means the report did not run for some reason.
To determine the specific reason, click on the “Failed” link.
Some of the common error messages you might see are:
This error message means that one or more parameter selections were not completed
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This error message means that there is some kind of problem with the printer, or with the way the printer was
specified during the schedule instance creation.
Similarly, errors when configuring the Email (SMTP), Unmanaged Disk, or FTP will display as follows:
Email (SMTP)
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Unmanaged Disk
FTP
You can re-schedule a report by clicking on the “R” link in the “Selected” column. This is helpful because it
enables you to change the specific problem with the specific option (like a missing parameter value selection,
for example), and all other “Customize your options” settings will remain the same.
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Skills Checklist - Centricity Cardiology DMS
Customer Name: __________________________________________________________________________
Facility Name: ____________________________________________________________________________
City/State: _________________________________________________________ Date _____/_____/_____
Initials
Task
Logon and Access:
Know how to locate and use the System Management Operator Manual or On-line
Help to answer system management questions
Understand and demonstrate how to logon to the workstation and DMS
Demonstrate how to access System Management
Demonstrate how to access Inventory
Demonstrate how to access Scheduling
Hospital Information:
Demonstrate hospital location creation/retrieval/edit
Group Security:
Demonstrate creation and maintenance of security groups
Demonstrate an understanding of security levels
Demonstrate an understanding of User Groups
User Security:
Demonstrate creation and maintenance of users
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Demonstrate how to add individual users to groups
Demonstrate how to assign specific window rights to an individual user
Explain what Report Maintenance connects to
Module Maintenance:
Demonstrate ability to add, edit, and remove properties and features on a modular
basis
Demonstrate and explain how to create, modify and remove jobs
Inventory Maintenance:
Explain and demonstrate how to configure requisition and export configuration
settings for Inventory
Version Information:
Explain and demonstrate how to view the version information for Centricity
Cardiology DMS and related software
Scheduling Times:
Explain and demonstrate how to define allowable procedure time for scheduling
purposes
List Sharing Maintenance:
Explain and demonstrate how to configure the export
Understand the folder structure and how it relates to Mac-Lab/CardioLab
Explain and demonstrate how to create new items and folders
Explain and demonstrate how to organize folder structure and items within folders
Change Medical Record Number:
Explain how to change a patient medical record number
Change Master Patient Index:
Explain how to change the MPI number for a patient(s)
Change Account Number:
Explain and demonstrate how to change a patients account number/financial number
Inventory:
Explain and demonstrate how to add, edit, or remove suppliers, materials, and
requisitions
Explain and demonstrate how to set material thresholds for reorder, expiration, and
safety levels
Explain and demonstrate how to filter materials by safety level or reorder point
Administrative Reports:
Ability to Access and Run Basic Statistical Reports
Have a high level understanding of the Ad Hoc Reporting Tool
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Training has been completed as indicated on the agenda. Please retain a copy of this completed
agenda as a part of your department training records.
__________________________ ____________________________ __________________
Customer Representative
Clinical Applications Specialist
Date
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Appendix
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Physician’s Reporting Considerations
Customers who intend to move forward with DMS Structured Reporting (SR) for EP must be aware of key
elements that are critical to successful Structured Reporting. The intent of the following section is to cover
these key elements.
EP Clinical Workflow

Building QR folder
What is a Quick Report (QR) procedure? A Quick report procedure is a master list item selected from the
CardioLab ‘Procedures’ master list folder during the case to pre-populate the physician report with
procedural data. For example: the QR – RFV Access, Catheter- procedure selected as right femoral access
occurs. At the close of the case (or Export Data) the QR procedure is sent to the patient’s structured report
to make a statement to the effect of ‘Right Femoral Venous access was obtained for catheter placement’.
Each ‘procedure’ of the case is selected from the QR procedural list in the CardioLab. These procedural QRs
will build a narrative of ‘what happened’ during the procedure for the physician report.

Folder Structure in List Sharing Maintenance
o
System Administrators will build their folder structure in DMS List Maintenance.
(Put only your site specific QRs into folders)
CardioLab folder name
Access
Procedure setup
Quick Reports (QRs)
QR - Venous access for IV
QR - Venous access
QR - Arterial access
QR - RFV access, catheter
QR - LFV access, catheter
QR - RFA access, catheter
QR - LFA access, catheter
QR - L subclavian access,
catheter
QR - R internal J access,
catheter
QR - L axillary access,
electrode
QR - EP study setup
QR - EP with ablation setup
QR - EPS, ICD implant setup
QR - EPS, PPM implant setup
QR - Ablation, PPM setup
QR - NIPS setup
QR - Tilt table study setup
QR - Cardioversion setup
QR - ICD implant setup
QR - ICD revision setup
QR - ICD upgrade setup
QR - PPM up. to ICD setup
QR - ICD replacement setup
QR - ICD removal setup
QR - R internal J access, electrode
QR - L subclavian access,
electrode
QR - R subclavian access,
electrode
QR - L axillary access, electrode
QR - R axillary access, electrode
QR - R internal J access, electrode
QR - L cephalic access, electrode
QR - R cephalic access, electrode
QR - L venogram
QR - R venogram
QR - PPM implant setup
QR - PPM revision setup
QR - PPM upgrade setup
QR - PPM replacement setup
QR - PPM removal setup
QR - Device implant setup
QR - Device revision setup
QR - Loop rec implant setup
QR - Loop rec revision setup
QR - Loop rec removal setup
QR - Lead revision setup
QR - TEE
QR - Temporary pacing
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Device procedures
QR - Pocket construction
QR - Device explant - PPM 2
QR - Pocket open
QR - Device explant - PPM BiV
QR - Lead d/c - RA
QR - Device explant - ICD 1
QR - Lead d/c - RV
QR - Device explant - ICD 2
QR - Lead d/c - LA
QR - Device explant - ICD BiV
QR - Lead d/c - LV
QR - Device explant - Loop
QR - Lead inspection
recorder
QR - Lead inspection
QR - Device implant - PPM 1
QR - Lead inspection
QR - Device implant - PPM 2
QR - Pocket construction
QR - Device implant - PPM BiV
QR - Lead inspection
QR - Device implant - ICD 1
QR - CS angio
QR - Device implant - ICD 2
QR - Lead revision
QR - Device implant - ICD BiV
QR - Lead extraction
QR - Device implant - Loop
QR - Lead implant - RA
recorder
QR - Lead implant - RV
QR - Device testing
QR - Lead implant - LA
QR - Defibrillation threshold
QR - Lead implant - LV
testing
QR - Device explant - PPM 1
QR - Pocket closure
QR - Intracardiac echo
QR - Transseptal access
QR - EP testing, unspecified
QR - EP testing: RPs, decremental pacing , prog stim, HRA, RVA, CS
QR - EP testing: RPs, decremental pacing , prog stim, RVA, RVOT
QR - EP testing: decremental pacing , prog stim, HRA, RVA, CS
QR - Arrhythmia induction, unspecified
QR - Arrhythmia induction: HRA, RVA, CS
QR - Std mapping, unspecified
QR - Std mapping: R interatrial septum sites
QR - Std mapping: RA
QR - Std mapping: RA, during A flutter
QR – 3D mapping, unspecified
QR – 3D mapping: LA sites, transseptal approach, circumferential
mapping, during AF
QR - RF ablation
QR - Cryo ablation
QR - Vascular hemostasis
EPS/ablation
o
o
Folder structure list should be in the order of the case/procedural workflow of the EP lab.
There will be impact on workflow using Quick Report procedures (QR). Multiple procedural QRs will
be selected for a single case.
An EPS w/Ablation would potentially include:
Access (folder)



QR - RFV access, catheter
QR - LFV access, catheter
QR - RFA access, catheter
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Procedure Setup (folder)
 QR - EP with ablation setup
EPS/Ablation (folder)





Procedure, Medication and Complication Master Lists
o
o
o
o

o
Inventory items should be in mixed case and no abbreviations. (These items are seen in the
physicians report as stated in the display name field in inventory maintenance.)
Classifications should also be chosen so they can be seen in the physicians report correctly.
(Classifications are mapped to specific dropdowns in the SRT, EP classifications such as Leads and
Generators will populate those dropdowns specifically for documentation of Leads and
Generators.)
Measurements must be system generated
o
o
o

Build Macros so they auto populate commands to go to specific folders (lists) in the CardioLab.
Folder structure is built in List Sharing Maintenance in DMS.
Case event needs to be picked at the beginning of procedure. This will keep all items defined to
the assigned Electrophysiologist.
Master List Review
o

Record SNRTs, refractory periods, and conduction blocks by using automated measurements
or by inserting the event in the procedure log.
Measurements will auto populate tables in the Structured Reporting Tree (SRT) of the
physicians report.
This will eliminate the physician having to do it in the report.
Macros
o
o
o

Default DMS items must be used as much as possible.
Limit use of user-defined items; map these if you are going to use them. Map items in the
Resolutions tab in Listing Sharing Maintenance.
System Administrators must keep list up to date, new procedures and meds should be added
as needed.
Meds should be in mixed case and no abbreviations.
Inventory
o

QR - EP testing: RPs, decremental pacing, prog stim, HRA, RVA, CS
QR - Arrhythmia induction: HRA, RVA, CS
QR - RF ablation
QR - Vascular hemostasis
Ensure that folder lists are being reviewed and selections are made to completely document the
procedure. This is also a good review of your workflow used during a case to make sure that your
event log is complete.
Protocols and Phases
o
Protocols are used to change status of the procedure.
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o
A phase brakes down what happened during a procedure and separates the measurements
out for that phase. They are taken independently and sent to the physicians report.
Cath Workflow
Customers who intend to move forward with DMS Structured Reporting (SR) for Cath must be aware of key
elements that are critical to successful Structured Reporting. The intent of the following section is to cover
these key elements.

Building QR folder
What is a Quick Report (QR) procedure? A Quick report procedure is a master list item selected from the
CardioLab ‘Procedures’ master list folder during the case to pre-populate the physician report with
procedural data. For example: the QR – RFV Access, Catheter- procedure selected as right femoral access
occurs. At the close of the case (or Export Data) the QR procedure is sent to the patient’s structured report
to make a statement to the effect of ‘Right Femoral Venous access was obtained for catheter placement’.
Each ‘procedure’ of the case is selected from the QR procedural list in the CardioLab. These procedural QRs
will build a narrative of ‘what happened’ during the procedure for the physician report.

Folder Structure in List Sharing Maintenance
o
o
o

System Administrators will build their folder structure in DMS List Maintenance.
(Put only your site specific QRs into folders)
Folder structure list should be in the order of the case/procedural workflow of the Cath Lab.
There will be impact on workflow using Quick Report procedures (QR). Multiple procedural QRs will
be selected for a single case.
Procedure, Medication and Complication Master Lists
o
o
o
o
o

Utilize QR (quick report) procedures as much as possible
If no QR is available utilize DMS default items as much as possible.
 All DMS default items are mapped directly to their corresponding locations in the DMS
SR Combination procedures (for example- Left heart with coronaries and grafts) will
need to be selected as individual procedures (left heart cath with LV, right coronary
angio, left coronary angio, graft angio etc). This ensures complete documentation.
Limit use of user-defined items; map all user-defined items that will be used in the
Resolutions tab of Listing Sharing Maintenance.
System Administrators must keep list up to date. New procedures and medications should be
added as needed.
Medication descriptions/alias names should be typed in mixed case and contain no
abbreviations.
Inventory
o
Inventory item descriptions should be typed in mixed case and contain no abbreviations. (These
items are seen in the physicians report as stated in the display name field in inventory
maintenance.)
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o
o

Macros
o
o
o

o
o
o
o
o
o
o
o
Ensure that folder lists are being reviewed and selections are made to completely document the
procedure. Performing a Master List Review provides a review of workflow used during a case to
assure that the event log is complete.
Selections should be made to completely document the procedure. This can also serve as a review
of workflow used during a case to ensure the event log is complete.
Phases
o

It is important to have an understanding of the difference between the Set-up and During
Procedure options in columns under Supplies used.
Supply items will populate the SR narratives.
The Primary Device and Successful columns will populate the SR narratives.
Data entered in the other fields tab in the interventional window transfers to the SRT and/or ACC
DCF.
Use correct Window
 Coronary – Graphs – Peripheral
Most entered data such as (Inflation, atm, pre and post stenosis values) will populate the SR
Treatment type populates the narratives within the SR
Master List Review
o

Case events are used to separate data into event types on the report (diagnostic vs.
interventional).
Case Events should be picked at the beginning of each procedure type. Case events also
categorize list items to the corresponding cardiologist for each case type and physician role. This
is critical for reporting accurate statistical data.
Interventional Window
o

Build Macros to auto populate commands that open specific folders in the Mac-Lab
Utilize macros from the ‘Items for DMS’ folder. These are timers significant to the Database. Case
start macro will populate the physician start time on the SR (structured report).
Folder structure is built in List Sharing Maintenance in DMS.
Case event
o

Classifications should also be chosen to display in the physicians report appropriately.
Classifications are mapped to specific dropdowns in the SRT. Classifications such as CATHETER
and SHEATH will populate the dropdowns specifically for documentation of catheters or sheaths.
Interventional supplies that are entered in the Interventional Window in Mac-Lab will
automatically populate the narrative on the physician report.
Use phases to separate measurements on the physician report. The last measurement taken per
phase will populate the report.
Snapshots
o
Snapshots exported from Mac-Lab will be available for viewing in the SR window. These snapshots are
also available for the physician to insert into the final report.
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Change MRNO
The Change MRNO feature allows a patient's medical record number to be changed or transfers a specific
procedure from one MRNO to another. The Medical Record numbers that the procedure is being transferred to
must exist in the system. Select the “Old Location” from the dropdown and type in the MR#. If any procedures
exist for this location and MRNO, the Procedure dropdown populates.
There are two options, Move a single procedure by selecting it from the dropdown or move all procedures and
the patient record by leaving the dropdown blank.
Moving entire patient record from one MR to another:














Type in the Old MR#
Procedure dropdown should remain blank
Type in the New MR#
Select Update to show retrieved patient records
If information is correct select Update from the bottom of the window.
DMS will prompt the user to verify the changes, and note successful update.
Moving 1 procedure from one MR to another:
Type in the Old MR#
Select the procedure you wish to move
Type the New MR#
Select the Account number (Admission) you wish to move the procedure to.
Select Update to show retrieved patient records
If correct select Update from the bottom of the window
DMS will prompt the user to verify the changes, and note successful update.
Changing MR numbers may trigger a Mismatch in demographic data that will need to be corrected.
Mismatches will be discussed later in this manual.
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If patient records such as MRN or Account number are corrected in the Mac-Lab or CardioLab system when the
patient case is closed the information will be automatically updated in DMS. This information may trigger a
Mismatch in DMS that will need to be corrected.
Changing Account Number
In the event of an error, a patient's account number related to a specific admission is changed in the Change
Account Number window. The existing account number and Location must be known as well as the new
account number. Changing the account number in System management will move ALL procedures for the
ENTIRE admission from one account number to another. If a single procedure needs to be moved, use the
‘Reassign’ button in Patient Information. This function will be discussed in the Patient Information section of this
manual.
To Change an Account number:





Select the Old Location from the dropdown. The same location automatically fills the New Location
box.
Enter the old Acct # and new Acct #.
Click “Find” to retrieve the patient information.
Verify the patient information is correct
Click “Update Record” to change the patient's account number for the desired admission.
This will move all procedures to the new account number and delete the old account number for the
patient.
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If patient.records such as MRN or Account number are corrected in the Mac-Lab or CardioLab system
when the patient case is closed the information will be automatically up[dated in DMS. This “Auto
correction’ may trigger a demographic mismatch
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Module Maintenance - Admission
This section is broken down by module and then by the areas located within that module (submenus). You will
notice that some sections have common features that are repeated across modules. In order to access the
module sub-menus, select the appropriate “Module” that needs to be configured from the “Module” dropdown.
Module Maintenance consists of several different modules and functions. These will vary depending
on what options are purchased.
Admission Module—Configurations in this module affect the Patient information section of DMS.
Listing Maintenance
In the admission module, “Listing Maintenance” is used to add and remove dropdown values within the Patient
Information section (Admission tab) of the application. It is location and module specific. To add and remove
values from drop-downs choose the “Location”. The location is the Hospital Location that the value will appear.
Then select “Area”; this is the place of the application where the dropdown is located. Next, choose a “Field
Description”, this is the name of the dropdown where the value appears. Type in an “Item” then click the green
plus button. The item is listed under the “Field Description” that you chose.
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Listing Maintenance can also be accessed through the DMS Patient information section by right
clicking on a dropdown in the Allergy tab or Admission tab. This opens the Listing Maintenance to the
specific field. This does not apply to every field in the application as some dropdowns are hard-coded
and cannot be edited.
The values added in listing maintenance will become drop down values in the Patient Information
window. This additional information helps keep more accurate patient records.
Medication Selection
The “Medication Selection” window is used to add and remove medication classes’ availability to the Patient
Information Current Medications Tab. The window will have two columns, one that lists all the “Available
Medications” in the left column and one that lists the “Selected Medications” in the right column. Medications
here are admission level medications and do not impact Mac-Lab/CardioLab medication lists or Physician
reporting.
The Available Medication Classes are not editable within Module Maintenance. This is a hard coded
list within the application. This list is updated as new software versions are released. New
medication classes can be added in System Management > Medication maintenance. Once added
these new classifications can be made available in Module Maintenance > Admission > Medication
selection.
To make a medication class selectable with in the module, click and drag the medication class to the “Selected
Medication Class” column to the right. To remove a Medication Class from the “Selected Medication class”
column, click and drag the Medication Class back to the “Available” column on the left.
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ADT Interface Configuration
Use the “ADT Interface Configuration” window to determine the following: “HL7 ADT Interface Inserts
Employees”: If you want ADT to add new employees via the interface into DMS, check this box. ADT can be
configured to send admitting participants (Attending, Referring and Primary Physicians). This will add the
Physician into employee maintenance, with a Title and display name. System administrators will need to assign
jobs to the employee to make them available for selection for future procedures on the MacLab or Cardiolab.
Display names for inserted employees will be in ALL CAPS and should be changed to mixed case. “HL7 ADT
Interface Updates Employee Names”: Uncheck this box if you do not want the HL7 message to update the
employee information. Checking this box will allow the interface to ‘update’ the display name back to ALL CAPS.
If your DMS System has an ADT interface with the Hospital Information System, much of the data such as
employee names, locations, employee ID, title and Display name will populate for you. All other configurations
will be made by your System Administrator.
Module Maintenance - All
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Purge Maintenance
“Purge Maintenance” allows you to configure when specific information will be purged from the system. The
areas that can be configured with Purge Maintenance include: “HL7 ADT”, “DICOM”, "Auditing" and "Misc".
You can also configure the number of days the system will keep specific types of information. When a row in
the “Purge Type” section is highlighted, the configurable items will be displayed in the “Purge Configuration”
section. Logs default to a setting of 180 days; this can be changed to fit your needs.
Window Customization
The “Window Customization” option allows the facility to customize the tabs to be displayed on the Patient
Information window. Selecting the checkbox for either option will disable the corresponding tab.
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Charge Capture – Groups
Groups
This tab groups procedures so when two or more procedure types are listed together in the same procedure,
the appropriate charge code is assigned. For example, if a Right Heart Cath (RHC) and a Left Heart Cath (LHC)
were conducted during the same procedure, Groups should be configured to flag that combination as a
different charge code than if LHC and RHC occurred in different procedures.
There are two sub-tabs on the window, Groupings and Grouping Items. This sets up the charge codes that will
be available for grouping on the Grouping Items tab. Then proceed to the Grouping Items sub-tab.
List created on the
Groupings tab
List created on the
Procedures tab
Select the Location and Module. Select one “Grouping” and one or more “Charge Codes”.
Use the “CTRL” and “SHIFT” keys to select multiple charge codes.
Use the
arrow to create the group.
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Charge Capture – Miscellaneous
Miscellaneous
Use the “Misc” tab to manually create facility specific miscellaneous charges. These codes must be added to
the patient’s procedural charge record in Charge Capture worklist.
Charge Capture – Supplemental Codes
Supplemental Codes can be tied to an existing procedure and its associated charge code. Once the Charge
Code Configuration window is complete the System Administrator can add up to 3 additional codes for each
procedure. These supplemental codes will appear on the Mac-Lab/CardioLab system when the procedure is
selected during a study.
Supplemental codes work in conjunction with the Mac-Lab/CardioLab, and do not impact charge
capture functionality.
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Module Maintenance – Scheduling
Now click on schedule in the module maintenance drop down menu and choose scheduling. The Scheduling
module allows you to schedule procedures with related resources. Examples of resources are rooms, staff, and
equipment. The Resource Maintenance section is used to add and remove resources for the Scheduling
module. To add a resource, click the “Add Resource” button and type in a Name and Description. Next, select a
“Resource Type”, either hardware or Site. The resource can be classified as Active or Inactive depending on
whether or not the resource should appear in the application.
Resources should not be removed from the application. They should be placed in an inactive state.
This will allow future reporting on past data.
The last step is to choose a “Location” and a “Module” that the resource will be used in.
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Master Patient Index
Master Patient Index (MPI) is a numeric patient identifier some hospital’s use to track patient records. If the
facility purchased the HL7 ADT interface with DMS and they use the MPI identifier, this field will be brought over
into the Patient Information screen. If a patient’s MPI number needs to be changed it must be done in this
section of System Management. Click the “Change Master Patient Index button” in System Management. Enter
the Old MPI under the “Merge MPI from section” and enter the New MPI in the “Merge MPI to section”. Press
“Enter” and select all the patient records that need to be changed under the Merge MPI from section. Next, click
the “Merge MPI” button at the bottom of the page. When the merge process is complete, go to Patient
Information and retrieve on the new MPI to verify all the selected records have been merged.
Temporary Patient Resolution
A patient is considered ‘Temporary’ if it is created in DMS from a device (ie Mac-Lab, CardioLab). Unresolved
Temporary (Unregistered) patients within DMS can impact Charge Capture and Order completion. IF your
facility does not have an ADT (Admission, Discharge, Transfer) interface into DMS to add patient records, your
‘device’ (Mac-Lab or CardioLab) may be used to add patient records to DMS.
A temporary patient in DMS will have a TEMP account number assigned by DMS when the patient and
procedure are added to DMS.
Temporary Patient Resolution is used to resolve unregistered patients. For example, if a patient enters the
facility through the Emergency Department, they may not have been admitted so no message from the ADT
was sent to DMS to create the patient record in DMS. If a procedure is completed on the patient (Cath, EP, Echo,
ECG) and the patient is not admitted (registered) to the facility before the procedure is complete the patient will
have a Temporary status in DMS.
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When the patient is admitted to the facility DMS will receive an HL7 message from the facilities ADT system.
The system Administrator will need to match the registered patient to the temporary patient. This will resolve
the patient and procedure eliminating the temporary patient status in DMS.
Steps in resolving a Temporary Patient with ‘Merge to Registered button



From the Temporary Patient window in System Management use the filter options to find the
Temporary patient and the registered patient.
Select each patient from the corresponding window.
Click the “Merge to Registered” button.
Customers without an ADT interface will utilize the ‘Change to Registered’ button to resolve a Temporary
Patient status. Since there is no interface, DMS will receive ALL patient admission information from Mac-Lab or
CardioLab. Staff will enter MR#, Account# and demographic information when beginning the study. This
information will transfer to DMS via an HL7 and create the patient record in DMS. Since this information is
considered valid, System administrators will need to utilize ‘Change to Registered’ to accept the MR and
account number entered in the Mac-Lab or CardioLab.
Steps in resolving a Temporary Patient with Change to Registered button:



From the Temporary Patient window in System Management use the filter options to find the
Temporary patient.
Select patient from the Non-registered window.
Click the ‘Change to Registered’ button
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Insurance Carriers
The Insurance Carriers section of System Management allows insurance provider information to be added,
edited, or removed. The Insurance Carriers entered here populate the Carrier field in the Insurance sections of
the “Admissions” tab in Patient Information. This information can be configured to be sent via the HL7 ADT
message.
Insurance Carriers that have patient records tied to them cannot be removed
Filling in insurance information is optional. However, once it is associated to a patient record it cannot
be deleted. Remember that any information becomes a part of the patient’s statistical records once it
is tied to a patient procedure.
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Medication Maintenance
Because new medications are frequently introduced to the medical community, Medication Maintenance adds
medications to existing classes or adds completely new medication classes. This window is divided into two
sections. The “Medication Classes” section lists all medication classes included in the application. The
“Medication Names” section lists all medications within the selected class. To add a medication class, click to
highlight any existing medication class. Click the “Add Medication” button. Enter the name of the class and the
name of one medication in the class and click the “Add” button. To add a medication to an existing class, click
to highlight the medication class and any medication in that class. Click the “Add Medication” button. Enter the
name of the new medication and click the “Add“button. Medication maintenance works in conjunction with
Module maintenance > Admission > medication Selection. Medications and classifications can be created here
but must be ‘activated’ by dragging left to right in Module Maintenance. Medications listed here do not have
any impact on Mac-Lab/CardioLab master lists or Physician Reporting.
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Services Manager
The “Services Manger” window is set-up by a GE Services Representative and should not be changed without
contacting GE Technical Support. If your facility has Physician Reporting, configuration of ‘Spoolers’ for report
routing is permitted.
Services Configuration
This window allows the configuration of many options that affect Report Routing and other internal process.
These processes allow DMS to function at an optimal level.
There are four areas in the “Services Name” drop down that can be changed without adversely affecting
functionality. Those areas are:




CVIS QueueManager – Spooler (Print)
CVIS QueueManager – Spooler (Fax)
CVIS QueueManager – Spooler (email)
CVIS QueueManager – Spooler (Page)
Within these Queue Managers you can adjust configurations for:




Wait Time in Seconds
Retries for Failed Jobs
Days to Save Failed Jobs
Days to save complete jobs
The system will be set to a set of default values for each selection. The facility can change the values in these
areas if needed. Do not change the default values dramatically. Doing so can cause the system to slow or the
service to back-up and shut down. It is recommended that the facility contact GE Technical Support if
changing these values.
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Version Information
DMS is a dynamic application. Because of its size and the many available components, the Version Information
window keeps track of the currently installed versions of components such as the Structured Reporting Trees,
Style Sheets, Database and other versioned features or components. This window is only viewable. To close the
window, click the X in the upper right corner.
Toolbar Maintenance
Toolbar Maintenance allows you to configure the procedure toolbar located on the
Patient Information screen. The toolbar has group buttons where sets of module icons or
shortcuts to URLs or other applications can be added. The application has the default
CENTRICITY group. CENTRICITY contains icons that link to other areas of the application
like System Management, Work List and Reports. With the exception of the default
CENTRICITY icons, icons are not displayed on the procedure toolbar until they are added
in Toolbar Maintenance.
There are three basic functions performed in Toolbar Maintenance: Add, remove or
rename a group. Create, remove or rename a shortcut to a URL or another application.
Create or remove a module from a group that was created.
Groups: While you can name the groups anything you want, it is recommended to
create a group called MODULES, when configuring the system. Then add the modules
that were purchased to that group. By creating the MODULES group, you can easily
narrow the type of procedures displayed in the list in the Patient Information window. To
begin, right click anywhere on the toolbar to display the popup menu. The popup menu
options are:





Large/Small Icons: Click on either Large or Small icons to display the toolbar
icons accordingly.
Add New Group: Different groups may have different icons displayed. From the
pop-up menu, left click “Add New Group”. Enter the group name and click
“Continue”. To add items within the group, click on the group to move it to the
top of the toolbar.
Remove Groups: Click on the group to select it. Right click on the toolbar. From
the pop-up menu, left click on “Remove Group”.
Rename a Group: Click on the group to select it. Right click on the toolbar. From
the pop-up menu, click “Rename Group”. Enter the New name in the single line
edit box and click “Continue”.
Create Shortcut: Right click on the toolbar. Click the “Create Shortcut” option on
the pop-up menu. The Shortcut window opens. Select the Group from the
dropdown, and then enter a name for the shortcut in the “Name” field. Click the
“Open File” button, browse to the desired file then click “Open”. If the shortcut is
a web site, enter the URL in the File Name field. The shortcut can also open an
executable (.exe) file.
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

Rename/Remove Shortcuts: To remove or rename a shortcut, left click on it. Right click and select
either “Rename” or “Remove” from the pop-up menu. If renaming, enter the new name and click
“Continue”.
Create Module: To create the module icons in a group, right click on the toolbar and select “Create
Module”. Select the Group from the dropdown. Select the Module from the dropdown. Click “OK”.
Web Maintenance
Web Maintenance displays the settings for the web components of DMS. Selecting buttons on tool bars within
DMS will launch these components.
Contact a GE service or support person before attempting to change the Web URL settings on this
window. The Web Extension is not editable and is for your information only.
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DICOM Maintenance
Imaging
DMS can be configured to interface with various external devices via the Centricity Cardiology Interface
Management Console. In particular, DICOM interfaces transfer images from the external device to DMS where
they can be viewed.
DMS DICOM image interfaces have been designed to receive and process Echo, Cath, and Nuclear images.
They are capable of processing any images in a DICOM 3.0 format.
DMS SCP may require an image vault to act as the image broker, Please note that depending on
configuration DMS cannot always DICOM 3.0 images directly from a device.
The Field Engineer that installs the system will configure this section of System Management. The
configurations should not be changed.
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Modality Worklist
Modality worklist within DMS adds additional functionality to correspond with IHE workflow standard.
Room number is being added to configuration settings of the DICOM Device Service Class User (SCU). This is to
allow a Device such as a Mac-Lab be assigned to a designated room.
DMS is the MPPS message router. The Innova will perform a DICOM Modality Worklist (DMWL) query and
receive MPPS messages from DMS.
The MPPS message routing can be configured as “Static” or “Conditional”. Static means it will send a MPPS
message to that device regardless. A conditional configuration means that it only sends the MPPS message to
the device if the message originated at a specific source.
You tie the conditional Service Class Provider (SCP) to a Service Class User (SCU).
Audit Logs
The Audit Logs are used to track activity on the system. The logs will tell a System Administrator who was
logged in, which patient name and medical record number that user looked at and what actions they took
while in that patient record. The logs will show which file was updated or deleted.
Active Log
The Active log contains the current data that has been processed. This log is purged to the Archive Log. The
length of time before the Active Log is purges to the Archive is set by the facility in Purge Maintenance,
normally 1 day.
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Archived Log
The Archived Log contains a list of previous Active Logs that have been archived. A System Administrator can
view the entries of a specific Archived log by clicking the desired log. The Archived Logs will be purged from the
system after the number of days the facility has chosen in Purge Maintenance.
PID (Patient Identification) Log
DMS interfaces with a number of external systems, some of which can send patient demographic data to DMS.
ADT feeds may also send demographic data to the system, or users may manually enter in the patient
demographics. In some cases, users of these systems may enter patient identifiers or demographics
incorrectly.
When the data reaches DMS, it may not match the ADT or manually entered data that already exists, thereby
resulting in the data being flagged as a potential mismatch.
The PID Archive Log tracks data that has been flagged as a mismatch and allow a System Administrator to
view the information. The PID Archive Log also tracks how PID mismatch data is resolved, allowing the System
Administrator to track and correct any Mismatches. These mismatches can be corrected from the Patient
Information screens, from within the procedure, Work List or Merge window.
ADT Archived Log
The ADT Archived Log contains a list of previous Active Logs that have been archived. A System Administrator
can view the entries of a specific Archived log by clicking the desired log. The Archived Logs will be purged from
the system after the number of days the facility has chosen in Purge Maintenance.
Centricity Cardiology DMS Admin.
This is to be used for training only, not as an Operator’s Manual
*Centricity is a trademark of General Electric Company
** Mac-Lab and CardioLab are trademarks of GE Information Technologies, Inc.
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Legal Disclaimer
2011 General Electric Company – All rights reserved.
General Electric Company reserves the right to make changes in specifications and features shown herein, or
discontinue the product described at any time without notice or obligation. This does not constitute a
representation or warranty or documentation regarding the product or service featured. All illustrations or
examples are provided for informational or reference purposes and/or as fictional examples only. Your product
features and configuration may be different than those shown. Contact your GE Representative for the most
current information.
“*GE, the GE Monogram, Centricity, and imagination at work are trademarks of the General Electric Company.
**Mac-Lab and CardioLab are trademarks of GE Medical Systems Information Technologies, Inc.”
General Electric Company, by and through its GE Healthcare division.
Centricity Cardiology DMS Admin.
This is to be used for training only, not as an Operator’s Manual
*Centricity is a trademark of General Electric Company
** Mac-Lab and CardioLab are trademarks of GE Information Technologies, Inc.
PN: 0510-CVIT-MTSAEXDMSRevD
172