Workflow Guide

This section should explain how the feature is used in practice before diving into implementation details.

Prerequisite Master Data Setup

Before Toxicology configuration is used, the lab needs prerequisite master data for drugs, panels, and brands.

The master screens are available from:

Drug Master / Panel Master

The section includes:

• Drug Master
• Panel Master
• Brand Master
• related microbiology masters such as Antibiotic Master, Organism Master, and Gene Master

Where the user goes

1. Open the application sidebar.
2. Expand Drug Master / Panel Master.
3. Open Drug Master, Panel Master, or Brand Master depending on the master data being configured.

What the controls do

Drug Master

Drug Master is the base catalog for toxicology. Each drug record represents a substance that may be tested in a biological sample.

The list view shows:

• drug name,
• test type,
• drug category,
• drug code,
• sample type,
• cut off,
• upper limit,
• unit,
• status/action controls.

The screen supports tabs such as All Drugs, System Defaults, Custom Drug, and Disabled Drugs.

Panel Master

A panel is a collection of drugs. Panels let the lab group multiple toxicology drugs under one panel name and panel code.

The panel update flow includes:

• Panel Name,
• Panel Code,
• CPT Code,
• Search Drug to add,
• selected-drug table with drug name, test type, sample type, category, and remove action,
• Screening Reflex,
• Prescription Reflex.

Reflex toggles control whether confirmation/reflex drugs should be added automatically based on screening results or prescription drugs.

Brand Master

A brand is also a collection of drugs, but the collection is based on the drug brand.

The brand update flow includes:

• Brand Name,
• CPT Code,
• Search Drug to add,
• selected-drug table with drug name, test type, sample type, category, and remove action.

Toxicology Report / Test Setup

After master data is configured, create a toxicology report from the Test List.

Where the user goes

1. Open Profile & Report Management.
2. Open Test List.
3. Click Add New Test.
4. On Test Information, set Test Type to Toxicology.
5. Save the test/report after report parameters are configured.

Selecting Toxicology as the test type enables toxicology-specific report components in the Report Parameters tab.

Toxicology Report Components

The Add New Parameter menu exposes toxicology components:

• Screening
• Confirmation
• Summary
• Prescription
• History
• Image
• Clinical Notes

Screening

Screening is the first-line test used to quickly detect the possible presence of drugs or toxins.

Key behavior:

• usually done with immunoassays,
• fast and cost-effective,
• high sensitivity, so it catches most positives,
• lower specificity, so it can produce false positives.

Typical output:

• Negative: no further testing in most cases,
• Presumptive Positive: routed to confirmation.

Confirmation

Confirmation is the definitive test performed after a positive screen to verify the exact substance.

Key behavior:

• uses highly specific methods such as GC-MS or LC-MS/MS,
• eliminates false positives,
• identifies and can quantify the substance.

Typical output:

• Confirmed Positive with exact drug and concentration,
• Not detected when the screening result was a false positive.

The Confirmation component supports the same core sections as Screening:

• Configuration,
• Meta,
• Defaults.

It also includes a Reflex section. Reflex settings control whether confirmation drugs should be added automatically from screening or prescription context:

• Screening Reflex: automatically adds reflex drugs for confirmation testing based on drug reflex.
• Prescription reflex: automatically adds prescribed drugs for confirmation testing.
• Ask at Bill Entry to Enable Reflex: activates screening and prescription reflexes only when requested during billing.

Prescription

Prescription captures medication history: legally prescribed medications the patient is taking.

This matters because prescribed medicines can explain expected positives. For example, if a patient is prescribed codeine, morphine may appear in the toxicology result.

The Prescription component tracks prescribed drugs for the patient. It can be made available during billing, require drug selection, and optionally enable PRN description. Users can select orderable drugs, panels, or brands for prescription capture.

Summary

Summary consolidates the toxicology findings into an interpretation section. It should be linked to either a Screening or Confirmation component so the summary knows which result set it is summarizing.

Summary supports result classifications such as:

• Consistent,
• Inconsistent,
• Prescribed but Consistent,
• Prescribed but Inconsistent.

The summary table describes how each classification should be interpreted. For example, prescribed-and-positive results can be treated differently from not-prescribed positives.

History

History captures patient background, including past drug/alcohol use, medical conditions, exposure history, poisoning/overdose context, and social habits.

The History component summarizes past toxicology results across previous reports. It is useful when the current result needs trend context instead of a single-visit interpretation.

Configuration fields visible in the component:

• Summary for Last X Reports: number of previous reports to summarize; supported range shown in the UI is 1 to 6.
• Type Of Component: display format, such as chart.
• Linked Component: the component whose historical results should be summarized, such as Confirmation.
• History Display Preference: whether to show history for all sample types or a narrower sample-type scope.
• Type Of Summary: selected summary classes such as Consistent, Inconsistent, Prescribed but Consistent, and Prescribed but Inconsistent.
• Select Date Format: report date format, such as DD/MM/YYYY.
• Select date filter: date basis for the history, such as Report Date.
• Order By: field-based ordering for the generated history.

The component also displays the summary-definition table so users can see what each summary type means.

Image

The Image component adds an image grid to the toxicology report.

Configuration fields visible in the component:

• Max Rows: maximum number of rows in the image grid.
• Max Columns: maximum number of columns in the image grid.
• Image Grid Preview: shows the report grid layout before saving.
• Upload File: upload controls inside each grid cell for adding default images.

The preview helps confirm how many image slots will appear in the report. Default images can be attached to grid cells and then appear automatically in the report.

Clinical Notes

Clinical Notes capture clinician observations and interpretation, such as symptoms, physical findings, suspected overdose, diagnosis, or treatment decisions.

The Clinical Notes component links notes to a toxicology result component, commonly Confirmation, and controls where notes should be shown.

Configuration fields visible in the component:

• Linked Component: connects clinical notes to a result component such as Confirmation.
• Field table with Drug Name and Clinical Notes.
• Per-field Label values so report labels can be customized.
• Per-field Hidden controls so fields can be shown or hidden on the report.
• Show clinical note for: controls whether notes are shown for All Drugs or only Selected Drugs.

When All Drugs is selected, front desk users or clients can add all drugs, brands, or panels to the order and clinical notes can apply broadly. Selected Drugs can be used when notes should be limited to specific configured drugs.

End-to-end interpretation flow

Screening Component Configuration

The Screening component has three configuration sections: Configuration, Meta, and Defaults.

Configuration

In Configuration, select which fields should appear during report entry. Each selected field can be configured with:

• label,
• editable behavior,
• hidden behavior.

Common Screening fields include:

• Cut Off,
• Result,
• Interpretation,
• Upper Limit,
• Name,
• Enable Screening Reflex.

The same section also exposes:

• Available during Billing: makes selected drugs/panels/brands available from the billing modal,
• Drugs Mandatory: makes drug selection mandatory where applicable.

When Available during Billing is enabled, users can select orderable drugs, panels, or brands. Default drugs can still be added even when they are not orderable.

Meta

In Meta, specify how Screening entries should be organized:

• Group By,
• Sort By,
• Order By.

These fields control report-entry and report-display ordering for the Screening component.

Defaults

In Defaults, add drugs or panels that should be inserted automatically when the toxicology test is billed.

Default behavior:

• selected drugs or panels are added to Screening by default once the toxicology test is billed,
• defaults help labs avoid manual repeated setup for common toxicology screens,
• defaults can include drugs with different test types and sample types.

Primary User Workflow

1. User opens Drug Master / Panel Master.
2. User verifies that required drug records are present in Drug Master.
3. User creates or updates a panel by adding one or more drugs in Panel Master.
4. User creates or updates a brand by adding one or more drugs in Brand Master.
5. User opens Profile & Report Management > Test List.
6. User creates a new report/test and selects Toxicology as the test type.
7. User adds toxicology report components such as Screening, Confirmation, Prescription, History, Image, and Clinical Notes.
8. User configures Screening fields, meta ordering, defaults, and billing availability.
9. Backend validates and persists the master data and report configuration.
10. The configured drug, panel, brand, and report component data becomes available for billing, report entry, and downstream toxicology workflows.

Validation And Edge Cases

Submit / Save Payload

Exact request keys should be added after the source paths are mapped. At a business level, the save payloads need to carry:

• master record identity for updates,
• name/code fields,
• status/disabled state where applicable,
• selected drug ids for panel and brand collections,
• reflex toggle values for panels,
• toxicology report component definitions,
• Screening selected fields and labels,
• Screening meta options,
• Screening default drug/panel/brand ids,
• billing availability and mandatory-drug flags.

Resolution / Completion Behavior

After save, the master record appears in its corresponding list with enabled/disabled status. Panels and brands retain their selected drug mappings and can be updated later.

Where Toxicology Is Visible To The User

Screenshots

Screenshots are embedded above for Drug Master, Panel Master, Brand Master, toxicology test setup, report parameter components, and Screening configuration.