Custom Test Groups allow you to combine existing Custom Tests into a single group, enabling staff to quickly add multiple tests to a client's Test Results, thereby minimizing data entry time.

Permissions Required

  • Manage Custom Tests
  • View Test Results
  • Edit Test Results

Managing Custom Test Groups

Screenshot of View and Edit Test Results permissions

 

Accessing Custom Test Groups

  1. Navigate to the "Settings" area on the bottom left navigation bar.

Screenshot of Manage Custom Tests permission

Screenshot of Settings area in navigation bar

  1. Navigate to the "Custom Tests" area.

  1. Select the "Custom Test Groups" tab.

Screenshot of Custom Tests area

Screenshot of Custom Test Groups tab

 

Create Custom Test Groups

  1. Select "New Test Group."

  1. Enter the "Name" of the Test Group and review the "Provider." The provider will automatically enter the user creating the group, however, this can be left blank by selecting the "x" to the right of the name. The provider entered when the tests are recorded will also default to the user recording the test.

Screenshot of New Test Group button

Screenshot of Test Group Name and Provider fields

  1. Select "Save" or "Save & Create New."

  1. Select the down arrow next to the new Test Group and select the "+" symbol to add a new test.

Screenshot of Save and Save & Create New buttons

Screenshot of adding a new test to a group

  1. From the drop-down select the test from the existing "Custom Tests" listed.

  1. Select "Save" and repeat as necessary to add the test you would like included in this group.

Screenshot of Custom Tests dropdown

Screenshot of Save button for adding tests

Screenshot of multiple tests added to a group

Now that you have created a test group, you can add this group to the client when adding test results in the Med/Clinical.

Next Steps

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