COLLEGE OF AMERICAN PATHOLOGIST CLINICAL LAB ACCREDITATION

7/29/2019 COLLEGE OF AMERICAN PATHOLOGIST CLINICAL LAB ACCREDITATION

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Using e-LAB

Solutions


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Table of Contents

Introduc tion ................................................................................................................................... 3

Softw are Req uirem ents................................................................................................................ 3

Roles and Responsib ilities ............................................................................................................ 3

Site administra to rs: ................................................................................................................ 3Laborato ry sta ff: .................................................................................................................... 3

Accessing e-LABSolutions .......................................................................................................... 4

Crea ting ind ividua l Web acc ounts and log g ing in ................................................................. 4

Requesting Ac c ess to Laborato ry Data .................................................................................... 8

Selec ting a Labora tory (if you ha ve ac cess to more tha n one lab ) .................................... 9

Opting In (for site administra to rs only) ....................................................................................... 9

Mana ging Permissions (fo r site administra to rs only) .............................................................. 12

New requests ........................................................................................................................... 12

Ong oing a ccess mana gement ........................................................................................... 14

ProficiencyTesting ResultForms............................................................................................... 16

Gett ing there ............................................................................................................................... 16

Entering da ta .............................................................................................................................. 19

Viewing da ta ............................................................................................................................... 19

Ap prov ing Da ta .......................................................................................................................... 21

Eva lua tions and Reports ............................................................................................................ 23

Custo m Mana gement Reports ................................................................................................. 25

Ana lyte Sc orec ard ................................................................................................................. 25

CMS Ana lyte Reporting Selec tions....................................................................................... 28

My PT Ship p ing Calend ar ...................................................................................................... 30

CAP LINKS Qua rte rly Reports ................................................................................................. 32

Claiming CME/ CE Cred it ........................................................................................................... 33

LaboratoryAc c reditation Program .......................................................................................... 35

Selec ting a Laborato ry .............................................................................................................. 35Laborato ry Ac tiv ity Menu .......................................................................................................... 37

System Laborato ry Ac tivity Menu Options .............................................................................. 38

Ac tiv ity Menu .............................................................................................................................. 39

Ad d itiona l Reports ...................................................................................................................... 40

Chec klist Selec tion Report .................................................................................................... 41

Maste r Ac tivity Menu ............................................................................................................. 42

Missing PT Enro llment Form .................................................................................................... 43

Test Menu Cha ng e Form ....................................................................................................... 44

Downloading Chec klists ............................................................................................................ 45

Downloading Ma ste r and Custom Chec klists .................................................................... 45

FAQs ..................................................................................................................................... 51Dow nloa ding a Ma ster Chec klist for a New ly Enrolled Labora tory ................................ 53

FAQs ..................................................................................................................................... 57

Profic ienc y Testing Complianc e............................................................................................... 58

CompetencyAssessment Program ......................................................................................... 59

Competenc y Assessment User Guide ..................................................................................... 59


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Introduction

Welc ome to e-LABSolutions, the most va luab le provider of online Profic ienc y Testing

(PT) and Lab Ac c redita tion Program (LAP) informa tion ava ilab le. With e-LABSolutions,you can ta ke a dva ntage of these b enefits:

Result form m ana ge ment

Minimize PT fa ilures with pre-populated elec tronic forms and drop-

down method , rea gent, and instrument selec tions

View fa xed or ma iled da ta

Verify rec eipt of data

E-mail notific ations of an a pproac hing eva luation da te

Interac tive e valuations and sc orecards and online summary rep orts

Filter your results by g rade, subspec ialty, ana lyte , or fulfillment g roup to foc us on

areas with unsa tisfac tory performa nce

Easier interpreta tion of d a ta

Integrated ed uca tion op po rtunities

Earn CME and CE c red its with online educ ation

Easy and c onve nient online ac cess to (LAP) lab oratory test menus

Downloa da ble labo ratory ac tivity menus by sec tion/ depa rtment

Ac c ess to the Test Me nu Cha nge Form to enab le LAP users to quic kly upda te

lab oratory test menus.

Software Requirements

For de ta ils reg arding the a pprop ria te b rowser versions and supplementa l softw are to

use the C AP Web site, go to About CAP > Tec hnica l Environm ent .

Roles and Responsibilities

Site a dministrato rs:

Site a dministrato rs (laboratory d irec tor or designee ) a re responsible for:

Creating their own Web a c c ounts onwww.cap.org

Op ting in to a c tiva te the lab oratory for online servic es

Designa ting ap prop riate laboratory sta ff to reg ister and req uest acc ess

Assigning add itiona l site adm inistra tors (at least tw o a re rec ommended)

Ma naging permissions for lab oratory p ersonne l (to ensure system sec urity, only

ap prop ria te laboratory personnel should be allowed ac cess; inac tiva te ac cessfor sta ff that a re no longer emp loyed)

Laboratory staff:

All labora tory sta ff is responsible fo r:

Creating their own Web ac c ounts onwww.cap.org

Req uesting ac c ess to lab oratory da ta
http://www.cap.org/http://www.cap.org/http://www.cap.org/http://www.cap.org/http://www.cap.org/http://www.cap.org/http://www.cap.org/http://www.cap.org/


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Ac cessing e-LABSolutions

Creating individual Web accounts and logging in

Creating a we b ac c ount onwww.cap.orgis ea sy. Onc e you have a web ac c ount, youwill be a ble to req uest ac c ess to lab oratory da ta , update your profile online, and enroll

in educ a tion a c tivities.

1. Go towww.cap.org

2. Clic k on Dont ha ve a User ID? Crea te a n Ac c ount
http://www.cap.org/http://www.cap.org/http://www.cap.org/http://www.cap.org/http://www.cap.org/http://www.cap.org/http://www.cap.org/http://www.cap.org/


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3. This will bring you to the New User Registration pa ge . Enter your nam e a nd then

c hoo se a unique user ID and passwo rd. All fields ma rked with the red asterisk

must be filled be fore you c an c ontinue to the next pag e. Clic k Continue.

4. Enter your email address in the spac e p rovided for Preferred e-mail address.

Selec t 3 different q uestions from our drop -down list o f questions and p rov ide

answers. The a nswers you p rovide w ill be used to ve rify your identity if you require

assistanc e with your ac c ount in the future.5. Provide either a Business or Home ad dress to c ontinue.


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6. Onc e you have provided a t lea st one a dd ress, c lick Finish.

You w ill see the m essag e b elow w hen you ha ve succ essfully c rea ted an acc ount. You

should b e not ified by e-ma il within one business day that your web ac c ount has be en

activated.

Note: If you d o no t receive this ema il and you know tha t a new user has req uested

acc ess, p lease ha ve your IT dep artment ve rify tha tac knowledg ement@c ap .org is on

your safe send ers list.
mailto:[email protected]:[email protected]:[email protected]:[email protected]


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Onc e you have a n ac tive web a cc ount, you ca n log in to the CAP web site with your

User ID and Password.

1. Go towww.cap.organd log in with your user ID and passwo rd.

2. The CAP Web site w ill show a welcom e m essage a nd a list o f persona lizedop tions onc e you re logg ed in. Here you ca n c hange your pa ssword o r upd ate

your profile when nec essary.

Click Hint if you need todisplay the hint you providedwhen you set up your account
http://www.cap.org/http://www.cap.org/http://www.cap.org/http://www.cap.org/


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Requesting Ac cess to Labo ratory Data

You w ill need a Web a c c ount to req uest ac cess (see Creat ing individual Web

ac c ounts and logg ing in ).

1. Log in.2. Under e-Lab Solutions c lic k Profic ienc y Testing/ Qua lity Ma nage ment.

3. Click on Request Access under Using e-LABSolutions.

4. At the e ntry sc reen, ente r your organiza tion s seven-digit CAP number, and then

c lic k Submit.

5. At the c onfirma tion sc reen, review the informa tion and c lic k Subm it.


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6. Your request w ill be sent to the site a dministrato r(s) to grant o r deny ac cess.

7. Onc e you have b een g ranted or denied a cc ess, you w ill rec eive a n e-mail

message detailing your access privileges (functions you have been authorized to

use by your site administrator).

Selec ting a Lab oratory (if you have a c cess to m ore than one lab )

If you have a c cess to m ore than one lab oratorys da ta , you must first c hoose w hic h

laboratorys data you wa nt to view. If you have a c c ess to only one laboratory, it is

selected for you automatically.

1. Log in (see Creating individua l Web a cc ounts and logging in).

2. Clic k on Proficienc y Testing/ Qua lity Ma nagement under the e-LABSolutions list.

3. Clic k on Selec t or Change Lab oratory. All of the laboratories tha t have g ranted

you a c cess a re listed .

4. Selec t the rad io button next to the a pprop ria te o rga niza tion and c lic k Selec t

Lab . Then c lic k Return to e-Lab Solutions a fter the line b ec om es highlighted .

The page will upd a te and d isplay informa tion about your selec ted organization

at the top of the pa ge.

Opting In (for site a dministrators only)

The p erson w ho op ts in the lab oratory using the PIN numb er provided b ec om es the site

administra tor. A laboratory only has to op t in once.

1. Log in (see Creating individua l Web acc ounts and logg ing in).

2. Go to Proficienc y Testing/ Qua lity Mana gement und er e-Lab Solutions, and then

c lic k on Op t In Your Lab or Organization.


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3. Enter the 7-digit Laboratory ID (CAP number) and PIN prov ided on your opt in

letter and c lick Subm it. Note:Each lab direc tor has been sent a PIN. If you d o notha ve your PIN ava ilab le, c ontac t the C AP a t 800-323-4040 op tion 1.


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4. Rea d the Terms and Cond itions. To c ont inue you must c lic k Acc ep t.

5. The c onfirma tion sc reen below will open to show tha t your lab oratory has been

ac tiva ted for online Web ac cess. You ha ve b een designa ted as a site

administra tor for the lab orato ry, and a re now responsible fo r mana ging a c cess

privileges for sta ff in your laboratory. You m ust now spec ify which C AP programs

you w ant to e nab le fo r online ac c ess. Plea se m ake your selec tions and c lic k

Subm it. You c an up date these selec tions a t any time b y clic king on

Administration Optionsunde r the e-LAB Solutions hea ding on the left side of the

page and then Selec t Prog rams.


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Note:The CAP rec om me nd s tha t ea c h institution ha ve a t lea st tw o site a dministrato rs. UseMa na ge Permissions to d esigna te another site a dministrato r (see Ma na ging Permissions).

Manag ing Permissions (for site a dministrators on ly)

Site a dministrato rs a re responsible fo r ma intaining a cc ess p rivileges for lab oratory sta ff.This can be d one when sta ff first req uest ac cess and a s needed in the future.

New requests

When laboratory sta ff req uest a c cess to your labo ra torys data , you will rec eive an e-

ma il notific a tion. Note:If you do no t rec eive this ema il and you know tha t a ne w user hasreq uested ac c ess, plea se have your IT dep artment ve rify tha tac knowledg eme nt@c ap .org is

on your sa fe senders list.

1. Go towww.cap.organd log in. Selec t your Lab oratory (if applicable).

2. Go to Adm inistra tion Op tions unde r e-LABSolutions. Click on New Requests.
mailto:[email protected]:[email protected]:[email protected]://www.cap.org/http://www.cap.org/http://www.cap.org/http://www.cap.org/mailto:[email protected]


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3. To g rant a ccess for an ind ividua l, c lic k on Spec ify Emp loyee Ac c ess to the right

of the p erson s nam e a nd e ma il ad dress. Note:Selec ting Spec ify Co nsultant Ac c esswill limit the ind ividua ls ac c ess to view-only for proficienc y testing results. If the individua l

nee ds acc ess to ente r results, c laim CE/ CME, or view CAP ac c red itat ion ma terials

p lease c hoo se Spec ify Emp loyee Ac cess.

4. At the next sc reen, clic k on the approp riate c hec kboxes to selec t the p rivileges

you w ant this person to have . Clic k Upd a te Privileg es at the b ottom. Note:Afteryou g rant a c c ess p rivileg es for an individual, an e -mail messag e w ill autom at ica lly be

sent to the requester letting him o r her know wha t a cc ess privileg es they ha ve b een

granted.


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Ongoing access manag ement

You c an upd a te ac cess p rivileges for labo ra tory pe rsonnel a s we ll.

1. Go towww.cap.organd log in. Selec t your Lab oratory (if app licable).

2. Go to Adm inistra tion Op tions unde r e-LABSolutions. Click on Ma nage Permissions

and follow the same steps as when g ranting p rivileges for new requests.

(See b elow ).

To setup access for our online CE/ CMEprograms, the site administrator mustselect the Anatomic Pathology access as

well as appropriate profession for the user

Use the checkboxes undereach program area to grantor remove access privilegesfor a user
http://www.cap.org/http://www.cap.org/http://www.cap.org/http://www.cap.org/


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You w ill be redirec ted to the sc reen be low:

3. Click on the link for the users name . This will b ring you to the Ma intain Ac c ess

Privileg es sc reen.

To upd ate ac c essfor an individual, c lic k on the ap propriate c hec kboxes to

selec t or deselec t p rivileg es and c lic k Upda te Privileg es. To revoke ac cess, clic kRevoke All Privileg es.


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4. Afte r you g rant o r deny a c cess privileges for an individua l, an e-ma il me ssage will

automatica lly be sent to him or her about the acc ess privileges you chang ed for

them.

Profic ienc y Testing Result Forms

New online result forms ma ke da ta ent ry faster and mo re ac c urate . Minimize PT fa ilures

on data entry with pre-po pulated electronic forms and drop-dow n method , rea gent,

and instrument selec tions. You c an a lso ve rify rec eipt o f data and view fa xed or ma iled

data.

Getting there

1. Log in, under the e-LABSolutions hea der, c lick Profic ienc y Testing/ Qua lity

Ma nage ment. Selec t Result Forms unde r the My Lab oratory header.

Depend ing on the numb er of items in the list for your laboratory, you may see a

windo w open letting you know tha t the list is be ing c rea ted .

To setup access for our onlineCE/ CME programs, the siteadministrator must select theAnatomic Pathology access aswell as appropriate professionfor the user


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Click on Result

Forms


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2. Cho ose a kit from the list or use the filter op tions to c hange w ha t kits a re listed.

The defa ult sett ing is to list kits based on their upc om ing d ue d a tes for kits tha t

have b een shipp ed in the last 60 days.

3. Clic k View under Details to a cc ess tha t kit.

4. The d etails sc reen p rovides mo re informa tion ab out the selec ted kit:

By de fault, the

st is sorte d by

kits due within

he ne xt 60

days.

Filte r op tions a llow you t o

c hang e the sea rc h c riteria

Click on View link to

ac cess the result form.


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Result Form Deta ils

Eac h individua l pa ge is listed with kit sta tus and receipt informa tion.

The Data c olumn disp lays individua l privileges (the a b ility to

ente r/ view da ta ) and the sta tus of the kit.

(For examp le, if a pa ge has a sta tus of Not Rec eived , the op tion

unde r the Data c olumn will be Enter Data for a p erson who has tha t

acc ess. This assumes tha t the due da te for tha t kit has not passed yet.)

Related links include he lp, return to the kit list, download a b lank resultform, view / print your saved da ta, view the kit transac tion history

(whic h provides additiona l deta ils about the kit), and kit instruct ions.

Entering data

To enter da ta, look for the Enter Data link in the Data c olumn of the Result Form

Deta ils pa ge . Clic k on tha t link to open up the result form online.

Viewing data

To view d a ta , c lic k on the View or the View/ Edit link in the Data c olumn.

Links in the Data c olumn will reflec t wha t ac tions you can p erform d ep end ing on your

acc ess privileg es and the sta tus of the kit pa ge (whethe r the p ag e is wa iting a pp rova l

or has be en a pp roved ).

The links will open a PDF version of the result fo rm.

The institution na me and 9 digit

CAP# a re listed here.

Prod uct na me,ma iling cod e, kit

number, and

due da te are

d isp layed in this

area.

Sta tus for ea ch page is

listed in this column.

Related links are located

here for ad ditional help.


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To enter or verify instruments or method s, plac e your c ursor in the Instrument or Me thod

Cod e field and a drop-dow n bo x will open to p rovide you with an alphab etica l list of

va lid instruments and cod es. Only c od es from this list may be used . If your instrument or

me thod is not listed , enter 010 in the c orrespo nding boxes and p roc eed afte r saving

your da ta to the last page of the Result Form. Under Use o f Other , provide the nam e

of the instrument or me thod you use.


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The bo ttom o f eac h pa ge features buttons that ena ble you to save d ata and navigate

to other pages of the result form.

Approving Data

A button w ill display with App rove Pend ing Pages when there are kit pag es to b eap proved a nd submitted if you have b een a ssigned the authority to ap prove da ta.

Site Adm inistra tor or other designa ted individua l with the a uthority to approve pend ing

pages will see the sc reen pic tured be low :


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Approving Pending Pages

In order to ap prove the pend ing pa ges, you must c lic k on the Approve Pending Pages

button in the orang e box in the sc reen ab ove. Until this step has been c ompleted , the

results have not b een subm itted to C AP and will remain in pending a pp rova l sta tus in

the result form de ta il page .

Notes ab out d a ta entry and submission:

Data c an b e edited any time p rior to eva luation (by p ersonnel with the

appropria te p rivileges).

App roved and submitted d ata will be ana lyzed by the CAP onc e a pp roxima tely

80% of the result forms have b een rec eived .

Your site administrator(s) will receive a n e-ma il to a lert them tha t a p rod uc t isrea dy to eva lua te and your da ta ha sn t been rec eived . This notifica tion is e-

ma iled to the site adm inistra tor(s) 5 da ys p rior to the p rinted due d a te o n your

result fo rm.

If you need to know w ho ente red data a nd w hen, clic k on View kit transac tion history

on the kit summary pa ge . It will show the user id of the person w ho entered the d a ta .

You m ust c lic k on

his button to

com plete the

approval

p roc ess.


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Evaluations and Reports

1. Under e-LABSolutions, clic k the Profic ienc y Testing/ Quality Manag ement link on

the left side o f the sc reen

2. Under My Laboratory, c lic k on Evaluations and Reports

Depend ing on the numb er of items in the list for your labo ra tory, you may see a

windo w open letting you know tha t the list is be ing c rea ted .

3. Selec t a ma iling na me from the list o r use the filter op tions to c hang e w hat kits

a re listed .

4. Clic k View de tails to a cc ess information for a spe c ific kit.

By defa ult, kits eva luate d w ithin the last 60 days a re d isp layed .


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5. Onc e a kit is selec ted the d eta ils sc reen p rovides a selec tion of repo rts ava ilable

for that pa rticula r kit. The eva luation report ma iled to your orga nization is

available in PDF format, the Interactive Evaluation allows for individual analyte

viewing. With the Available Reports filter, you can select an evaluation report

type.

6. To selec t a nother kit c lic k on Return to kit list .


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Custom Managem ent Reports

Ana lyte Sc orec ard

How to a c c ess:

1. Under e-LABSolutions, clic k the Proficienc y Testing/ Quality Managem ent link on


2. Under My Laboratory, c lic k on Analyte Scoreca rd

You w ill only have access to the a bove links if you a re the Site Administrato r or

you have b een g iven ac c ess.


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This rep ort will let you see a c omp iled version of sc orec ard da ta c urrent ly on file

for your laboratory. You c an modify your rep ort by using the Options/ Filter too ls.

1. Rep ort Type allows viewing o f CMS reg ulated ana lytes or a ll ana lytes includ ing

non-reg ula ted analytes.

2. Numb er of Events defa ults to 3 events, but a llow s viewing of 1 or mo re events

(up to 6 events - - 2 yea rs of d a ta).

3. Grad e allows viewing of all, ac cep tab le, unac c ep tab le or PT performa nce


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The Ana lyte Sc orec ard report looks like this:

1. Subspec ialty/Ana lyte lists the individua l ana lytes under a g iven subspec ialty

(the first rows under the subspec ialty reflec t the ove ra ll sc ore o f a ll rep ortedanalytes tha t c ontribute to the subspe c ialty).

2. Yea r and Event lists the year and event (ma iling) tha t you a re looking a t.

3. Eval Date the d ate the a nalyte w as evaluated .

4. Kit Number kit identifier in which a given analyte appea rs (this is an interac tive

link, c lic king on it ta kes you to the eva luation).

5. Survey designa tes Survey c od e a nd ma iling event .

6. Sc ore/ %/ Performanc e lists the ove rall c ont ributing c ha lleng es for a g iven

analyte, sc ore pe rcenta ge and p erformance (sa tisfac tory or unsa tisfac tory).

7. Test Nam e name of the ana lyte (also a n interac tive link, c lic king on it takes you

to the evaluation pag e in whic h the ana lyte ap pears).

By c losing the Filtered Rep ort, you will be taken bac k to the Op tions/ Filter sc ree n.


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CMS Ana lyte Rep orting Selec tions

How to a c c ess:



2. Under My Laboratory, c lic k on CMS Analyte Reporting Selections

This report shows which reg ulated ana lytes the lab is or is not reporting to CMS. It

is a sta tic ima ge. The (More info) link instructs on how to use/ ma ke changes to

the report.


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The rep ort looks like this:

The first p art of the repo rt w ill list regulated analytes the lab is enrolled in, but

does not p erform.

1. Subspec ialty/Ana lyte lists the individua l ana lytes under a g iven subspec ialty.

2. CAP No. lists the lab oratorys CAP ident ifying numb er.

3. Kit/ PFG (Prod uc t Fulfillment Group ) lists the kit number and PFG the a na lyte is

be ing reported from.4. Event / Rep ort lists the event (ma iling) and whether it is being rep orted or not a s

indica ted by a Y (Yes) or N (No).

5. Indica te Cha nges the lab would indic ate if they would like to c hange the

rep orting sta tus (if a c hang e is being ma de to Y , the lab must indica te wha t

PFG it is to be rep orted from).

The sec ond part of the rep ort lists whic h regulated analytes the lab is enrolled in and

performs for CMS regulat ions and looks like this:

1. Subspec ialty/Ana lyte lists the individua l ana lytes under a g iven subspec ialty.

2. CAP No. lists the lab oratorys CAP ident ifying num ber.

3. Kit/ PFG (Prod uc t Fulfillment Group ) lists the kit number and PFG the a na lyte is

be ing reported from.

4. Event / Rep ort lists the event (ma iling) and whether it is being rep orted or not a s

indica ted by a Y (Yes) or N (No).5. Other PFG/ Ind ica te Changes indica tes other PFGs tha t the ana lyte is

c onta ined in and a line to w rite the PFG reporting c hange .


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My PT Shipp ing Ca lendar

How to a c c ess:



2. Under My Laboratory, c lic k on My PT Shipp ing Ca lendar


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The rep ort looks like this:

1. CAP # / LAB Nam e lists the laboratorys CAP # a nd name .

2. City, Sta te lists the laboratorys c ity and sta te.

3. Ship Da te lists the da te the produc t ships out.4. Ma iling/ Prod uc t lists the spec ific ma iling and prod uc t.

5. Qty lists the quantity of kits tha t were o rdered .

During order renew a l, you w ill ab le to see two c a lend ars the current year and

the upc oming year. After January 1st , only the c urrent years c alendar will

appear.


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CAP LINKS Qua rterly Reports

How to a c c ess:



2. Under My Laboratory, c lic k on CAP LINKS Quarterly Reports

For resources, co mp uter system requirements, a desc ription o f ea c h type o f

rep ort, and tips on how to ac c ess and naviga te through the online C AP LINKS

reports, download the Tips and Guidelines a t the fo llow ing link:

http :// ww w.cap .org/ ap ps/ doc s/ c ap _links/ CAPLINKS_help.pd f
http://www.cap.org/apps/docs/cap_links/CAPLINKS_help.pdfhttp://www.cap.org/apps/docs/cap_links/CAPLINKS_help.pdfhttp://www.cap.org/apps/docs/cap_links/CAPLINKS_help.pdf


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Claim ing CME/ CE Credit

1. Onc e you have submitted your results and c licked on the Cla im CME/ CE Cred it

button, loc a te your CME/ CE ac tivity on your Training Sc hed ule.

2. Click on the Credit Type and Hours icon.

Claim CME/ CECredit button

Cred it Type

and Hours icon


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3. Selec t your Cred it Type and Ac tua l Cred it Hours from the d rop d ow n lists and

click OK.

4. Click on the ac tivity title on the Tra ining Sc hed ule.

5. Clic k on the certifica te icon to view a nd p rint your CME/ CE c ertific ate .

Ac tivity Type

Certificate

Icon


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Lab oratory Ac c red itation Prog ram

Selec ting a Lab oratory

If you have a c cess to online p rogram s through more tha n one laboratory, you must first

c hoose a lab oratory before you will be able to a c cess Lab Acc red ita tion Prog ramfeatures.

After logging into e-Labs:1. Locate e-LABSolutions at the left-hand ma rgin of the pa ge , select the Laboratory

Accreditation link.


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2. Choose Selec t or Change Lab oratory

3. Selec t the rad io b utton to the left of lab oratory you wish to a c cess and c lic k onSelect Lab . The pag e will upda te automat ica lly displaying the laboratory selec ted

at the to p of the page as we ll as the d isplaying the highlighted list.


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Click the Laboratory Acc reditation to return to the Labo ra tory Acc red ita tion Prog ram

page.

Lab oratory Ac tivity Menu

1. Under e-LABSolutions, look for the Lab oratory Ac c reditation options

2. Selec t Ac tivity Menu with PT Options.


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3. With the d rop down arrow , selec t the sec tion/ dep artment you wish to view, or lea ve

the op tion all if you w ish to v iew all sec tions/ dep artments.

4. Selec t View Filtered Report.

System Laboratory Activity Menu Options

Users who b elong to a system w ill see additiona l op tions on this page . If you selec ted a

System , you w ill need to selec t a labo ra tory name by c lic king on the d rop down arrow

fo r Laboratory List tha t w ill disp lay a drop d ow n list of the laboratories within your system .

1. With the d rop down arrow , selec t the sec tion/ dep artment you wish to view, or lea ve

the op tion all if you wish to view a ll sec tions/ dep artments.

2. Selec t View Filtered Report.


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Activity Menu

After selec ting sec tion/d ep artment, your report will be disp layed with the op tions to

either:

Save (Excel export) as a M icrosoft

Excel file Save (PDF export) as an Ad ob e .pd f file

Print

If your lab orato ry is missing required PT, a Y will appea r in the Missing PT Enrollment

c olumn. You c an selec t the link to the PT Enrollment Guide to dete rmine PT p rod uc t

options.

Y


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Additional Reports

Add itiona l rep orts a re available. These c an be viewed , saved a nd p rinted by selec ting

the link on the upp er-right ha nd c orner of the report.

While viewing the Lab oratory Ac tivity Menu Report, the user will be a b le to p rint it or

save it as a .pdf or an Exce l sprea dshee t. You w ill a lso b e ab le to c lic k links tha t op en

the labo rato rys Checklist Selection Report, the Master Activity Menu report (spec ific to

the p rog ram in which the lab is enrolled ), a dynamic Missing PT Enrollment Rep ort (more

acc ura te a nd p otentia lly d ifferent from the version tha t runs monthly and is ma iled ), PT

Enrollment Guide and , the Test Menu Change Form .


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Chec klist Selec tion Report

The Chec klist Selec tion report ca n be saved as an Ad ob e .pd f file for your

c onvenienc e. To save or print the rep ort, selec t the .pdf Export or Print menu op tion

indica ted b elow.

The C hec klist Selec tion report lists the c hec klists tha t a re a pp lic able to your laboratory.

1234567

Any Laboratory

7654321


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Master Activity Menu

The Ma ster Activity is a c om prehe nsive listing o f a ll potentia l tests for whic h a test

ac tivity identifica tion number exists.

The Master Activity Menu c an b e viewed in either an Adobe .pd f file or a Microsoft

Exc el file. Selec ting the Exc el format will a llow yo u to c onveniently sort and ma nipulate

the data as needed .


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Missing PT Enrollment Form

This report lists the test/ ac tivities performed in your labora tory for which PT enrollment is

necessary.

If your laboratory no long er performs testing fo r an a c tivity listed on this rep ort, plea sema rk an X in the delete b ox and fax the rep ort to C AP at (847) 832-8171.

If your laboratory performs testing fo r any o f these a c tivities, plea se e nroll in a n

ap propriate profic iency testing produc t.

The Missing PT Enrollment Form c an b e viewed , printed a nd saved by selecting the .pd f

Export or Print me nu loc a ted on the menu ba r at the top o f your sc reen.

AU ID # 0000000 CAP ID # 1234567 Any Laboratory USA


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Test Menu Change Form

The Test Menu Change Form c an b e used to upd ate CAP when your

sec tion/de pa rtment cha nges their testing op tions. The form must be d ow nloa de d,

c ompleted and faxed to CAP a t (847) 832-8171.

Alternate ly the p referred me thod of mod ifying the laboratorys ac tivity menu is online,

through E-Lab Solutions (Laboratory Ac c red itat ion).


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Downloading Checklists

Downloading Master and Custom Chec klists

This sec tion w ill guide you through the process of d ow nloading CAP ma ster c hec klists,

your lab oratorys c ustom c hec klists, and c hanges only chec klists.

1. After log ging in to e-LABSolutions and c om plet ing the Selec t Laboratory step

(see pa ge 35), clic k Lab oratory Ac c reditation in the b lue b ar on the left.

2. In the Lab oratory Acc red itation bo x, selec t Master and Custom Chec klists.

The fo llow ing step s will show you how to selec t your sec tion/ dep artment (e.g.

General Che mistry), c hec klist mod ule (e.g. Chem istry and Toxic ology), che c klist

ed ition (e.g . Self-Inspec tion), chec klist type (e .g. Custom ), and c hec klist forma t (e.g.

Exce l/C SV) and ge nerate a c hec klist for view ing or saving.

You m ay ge nerate as ma ny c hec klists as you d esire, one a t a time.


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3. Selec t a Sec tion/Depte.g. Bac te riology, Bloo d Bank, etc .

All the sec tions/ dep artments for your laborato ry are listed . Your selec tion in this

box controls which modules are d isplayed in the Chec klist Module b ox.

If you w ould like to view a list of allmodules, inc luding those tha t don t c urrently

pertain to the sec tions/ de partments within your lab oratory, selec t List All

Modules.


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4. Selec t the Chec klist Module.

All the mod ules that relate to the c hosen sec tion/ dep artment are listed .

If you selec ted List All Mo dules in the Sec tion/ Dept d ropdo wn m enu, then a ll

c hec klist modules, even those tha t do n t pertain to the sec tions/ departments

within your laboratory, will be ava ilab le for viewing/ do wnloading.

5. Selec t the most appropriate Checklist Edition ba sed on your lab oratorys

acc red ita tion c ycle or your spec ific need s:

CAP CurrentThe most recent ve rsion o f the c hec klist requirements.

Onsite Inspec tionThe c hec klist requirem ents used by your lab oratory

and an inspec tor during a sc heduled onsite inspec tion.

Self-InspectionThe chec klist requirem ents used by your laborato ryduring a self-inspec tion. (Not a va ilab le if you are p erforming an initia l

inspection.)


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6. Note the Edition Date , which is the d a te the c hec klist ed ition w as pub lished .

If the C AP Current Edition is upda ted afte r you rec eive your ap plication o r

reap plica tion pac ket, your inspec tion will still follow the requirem ents in the

pa c ket CAP ma iled to you.

7. Selec t a Checklist Type:

CustomRequirements customized to your laboratorys activity menu,

based on the spec ific tests your laboratory performs.

MasterRequirem ents no t spec ific to a unique laborato ry. A

c om prehensive listing of a ll CAP chec klist requirem ents.

Changes OnlyInc ludes only the req uirem ents tha t have c ha ng ed sinc e

the p rior CAP Current Ed ition. Ava ilab le in PDF only.


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8. Selec t the Chec klist Forma t.

a . Word/ XML (Windows Only)Ed itab le. This is com patib le with the Word 2003

version or higher. At this time this format is available only in Word for Windows.

Ma c users are ab le to use the PDF and Exce l formats.

If selec ting the Word / XML forma t, plea se m ake sure your ma c ro sec urity level is

set a pp rop ria tely. Otherwise you m ay no t be a b le to view the Table of Contents.

Word 2003Macro setting should b e Low [Too ls/ Mac ro/ Sec urity].

Word 2007Macro setting should be Enab le a ll ma c ros [Word

Op tions/ Trust Ce nte r/Trust Ce nte r Set tings].

Word 2003

Word 2007


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b . PDFNon-ed itab le. This is c ompatible with Adobe Ac roba t Rea der 6.0 version

or higher.

c . ExcelEdita b le. This is c ompatib le w ith Excel 2003 version o r higher.

If you selec ted Excel, choose which version:

Short includes the follow ing fields: Req uirement ID, Phase, a nd Req uirement

Text.

Long inc lude s the follow ing fie lds: Req uirem ent ID, Pha se, Req uirem ent Text,

and No tes. (Note** The 2010 chec klist ed ition c onta ins new c onte nt elements,

Evidenc e of Com pliance and Subjec t Hea ders, which are inc luded in the

Excel long version)

9. Click Download Chec klist to g enera te your selec ted c hec klist.

When the c hec klist is ava ilab le, the system w ill prompt you to Open, Save, or

Cancel the file.

Rep ea t the proc ess to g enerate ad ditiona l chec klists.


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FAQs

Can I download more than one chec klist?

You ma y dow nload multip le c hec klists, for various mo dules, in the va rious ed itions,

types, and formats, but you must do so one a t a time.

What version of Adobe Ac roba t Reade r do I need to d ownload PDF chec klists?

Adob e Ac rob at 6.0 or highe r is req uired .

What ve rsion of Mic rosoft Word do I need to downloa d Word c hec klists?

Word 2003 or higher is required .

What is the Word/ XML (Windows Only) chec klist format?

Word/ XML forma t is supported by Mic rosoft O ffice 2003 and 2007 for Window s. When

a c hec klist is viewed or saved , the file w ill have a .doc file extension. At this time

Ma c users are only a b le to use the PDF and Exce l/CSV forma ts.

What is the Exc el/ CSV chec klist format?CSV (Comm a-Sep arated Values) file fo rmat is supported by a ll versions of M icrosoft

Office. When a c hec klist is viewed or saved , the file w ill have a .csv file e xtension.

CSV format is ava ilab le fo r ed itions pub lished prior to 2010. The 2010 chec klist ut ilizes

a d ifferent file fo rmat and is c ompatible w ith Exce l 2003 version or higher.

What is a checklist requirement?

A req uirem ent c onsists of questions and notes.

What is a Changes Only type of chec klist?

This chec klist, in PDF only, d isp lays a ll the ed its betwee n the p revious and the new

ed itions. It a llow s you to q uickly see a ll new , deleted , a ltered, and rep ositioneditems, whether involving Que stion, Note or Refe renc es, without having to g ene ra te

your own d oc ument c omp arison.

I would like to v iew a ll the c hec klist mod ules, not just those pertaining to my

laboratory. How d o I do this?

In the Sec tion/Dept box, selec t List All Modules. In the C hec klist Module box, selec t

the mod ule you w ish to view.

What is the edition date?

The d a te the c hec klist ed ition was published .

Can a c hec klist be generated if the JavaSc ript b rowser setting is disab led?

A c hec klist request c an be c ompleted if the JavaSc ript setting is disabled ; however,

a visual c ue w ill not app ea r while the c hec klist is being genera ted .


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Why c an t I view the chec klist Tab le o f Contents in Word/ XML (Window s Only)

format?

The m ac ro setting m ust b e set to the app rop riate sec urity level to view the Tab le o f

Contents. (See step 8a, above , for spec ific Word version set tings.)

How c an I get help?Ca ll CAP custom er c onta c t c enter a t 800-323-4040, p ress 1, or e-mail your question

to ac cred@c ap .org.Please inc lude a phone num be r with your e-mail. You'll rec eive

a response w ithin two working days.
mailto:[email protected]:[email protected]


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Downloading a Master Chec klist for a Newly Enrolled Labo ratory

This sec tion will guide you through the p rocess of d ow nloading a CAP ma ster chec klist.

1. After log ging in to e-LABSolutions and c om plet ing the Selec t Laboratory step

(see pa ge 35), clic k Lab oratory Ac c reditation in the b lue b ar on the left.

2. In the Labo ra tory Acc red ita tion box, selec t Master and Custom Chec klists.

The fo llow ing step s will show you ho w to selec t a c hec klist mod ule (e.g. Chem istry and

Toxic ology) a nd c hec klist forma t (e.g. Exc el) to ge nerate a c hec klist for viewing o r

saving.


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You m ay ge nerate as ma ny c hec klists as you d esire, one a t a time.

3. Selec t the Chec klist Module.

4. Selec t the Chec klist Forma t.

a . Word/ XML (Windows Only)Ed itab le. This is com patib le with Word 2003

version or higher. At this time this format is available only in Word for Windows.

Ma c users are ab le to use the PDF and Exc el forma ts.


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If selec ting the Word / XML forma t, plea se m ake sure your ma c ro sec urity level is

set a pp rop ria tely. Otherwise you m ay no t be a b le to view the Table of Contents.

Word 2003Macro setting should b e Low [Too ls/ Mac ro/ Sec urity].

Word 2007Ma cro sett ing should be Enable all mac ros [Word Options/ Trust

Ce nte r/Trust Center Settings].

Word 2003

Word 2007

b . PDFNon-ed ita b le. Compatib le w ith Ad obe Ac rob a t Reader 6.0 ve rsion or

higher.

c . ExcelEdita b le. Compatib le w ith Excel 2003 version o r higher.


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If you selec ted Excel, choose which version:

Short includes the follow ing fields: Req uirement ID, Phase, a nd Req uirement

Text.

Long inc lude s the follow ing fie lds: Req uirem ent ID, Pha se, Req uirem ent Text,

and No tes. (Note* The 2010 c hec klist ed ition c onta ins new c ontent e lements,Evidenc e of Com pliance and Sub jec t Hea ders, which are inc luded in the

Exce l long version)

5. Click Download Chec klist to g enerate your selec ted c hec klist.

When the c hec klist is ava ilab le, the system w ill promp t you to Open, Save, or

Cancel the file.

Rep ea t the proc ess to g enerate ad ditiona l chec klists.

Note:After CAP has rec eived and p roc essed your Initial App lic ation Pac ket, you

will have ac c ess to m aster chec klists AND to a c ustom c hec klist tha t reflec ts your

lab oratorys ac tivity menu, the spec ific tests your lab oratory performs. Processing

of Initia l App lica tion Pac kets usua lly ta kes five working days.


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FAQs

Can I download more than one chec klist?

You ma y dow nload multip le c hec klists, for various mo dules, in the va rious forma ts,

but you must do so one at a time .

What version of Adobe Ac roba t Reade r do I need to d ownload PDF chec klists?

Adob e Ac rob a t 6.0 or highe r is req uired .

What ve rsion of Mic rosoft Word do I need to download Word chec klists?

Word 2003 or higher is required .

What is the Word/ XML (Windows Only) chec klist format?

Word/ XML forma t is supported by Mic rosoft Office 2003 and 2007 for Window s. When

a c hec klist is viewed or saved , the file w ill have a .doc file extension. At this time

Ma c users are only ab le to use the PDF and Exce l formats.

What is the Exc el/ CSV chec klist format?CSV (Comm a-Sep ara ted Values) file fo rmat is supported by a ll versions of M icrosoft

Office. When a c hec klist is viewed or saved , the file w ill have a .csv file extension.

CSV format is ava ilab le fo r ed itions pub lished prior to 2010. The 2010 chec klist ut ilizes

a d ifferent file forma t and is c ompatible w ith Exce l 2003 version or higher.

When will I have ac cess to a c ustom chec klist that reflec ts the tests my laboratory

performs?

You w ill have ac c ess to a c ustom c hec klist a fter CAP has rec eived and p roc essed

your Initia l App lica tion Pac ket. Proc essing o f Initia l Applic a tion Pac kets usually ta kes

five wo rking days.

Can a c hec klist be generated if the JavaSc ript b rowser setting is disab led?

A c hec klist request c an be c ompleted if the JavaSc ript setting is disab led ; however,

a visual c ue w ill not ap pea r while the c hec klist is being generated .

Why c an t I view the chec klist Tab le o f Contents in the Word/ XML (Windows Only)

format?

The m ac ro setting m ust b e set to the appropriate sec urity level to view the Table o f

Contents. (See step 4a, above , for spec ific Word version set tings.)

How c an I get help?

Ca ll CAP custom er c onta c t c enter a t 800-323-4040, p ress 1, or e-mail your questionto ac cred@c ap .org.Please include a phone numb er with your e-ma il. You'll receive

a response w ithin two working days.
mailto:[email protected]:[email protected]


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Profic ienc y Testing Com pliance

Partic ipa tion in profic iency testing (PT) is an imp ortant com ponent of ensuring q ua lity

lab oratory testing a nd is used by the CAPs Laboratory Acc redita tion Prog ram (LAP) to

assist laboratories in maintaining c ontinuous c ompliance a nd ad herence to q uality

standards. Besides req uiring partic ipa tion in C LIA reg ulated ana lytes, the LAP req uiresparticipa tion in PT for ma ny other ana lytes, refe rred to a s non-regula ted analytes. The

follow ing links will provide va luab le information to CAP ac c red ited lab oratories on;

PT requirem ents

Definition of PT terms

PT Troubleshooting Tool Boxes

Other educ ational ma terials

We e ncourag e a ll CAP ac c red ited lab orato ries to ta ke ad vanta ge of these resources

and to let us know of a ny ad d itional ma terials tha t you would like to see add ed . You

c an c ontact us at a cc red@c ap .org.

Definitions

2010 PT Enrollment Guide

The PT Enrollment Guide ha s been inco rporate d into the Ana lyte/ Proc ed ure Ind ices of

the 2010 CAP Surveys and EXCEL Ca ta logs. These links will take you to the appropria te

sec tions of the Surveys and EXCEL Ca ta logs where the Ind ices beg in.

Surveys Ca ta log (LINK)

EXCEL Ca ta log (LINK)

Frequently Asked Questions

Gyn Cytology Qua lity Monitor FAQ s (GQM) (LINK) HER2 FAQ s (LINK)

Profic iency Testing Complianc e FAQ s (LINK)

PT referral (LINK)

Profic ienc y Testing Toolboxes

Profic iency Testing Complianc e

Troubleshooting HER2 PT Fa ilures UNDER DEVELOPMENT

Troub lesho oting Blood gases PT Fa ilures UNDER DEVELOPMENT

Forms

Profic iency Testing C omplianc e Notice (PTCN)-Performanc e Profic iency Testing Complianc e Not ice (PTCN)-Non-pa rtic ipa tion

Test/ Ac tivity Menu Ma intenanc e Form (LINK)


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Com pe tenc y Assessment Program

Comp ete nc y Assessment User Guid e-

http://www.cap.org/apps/docs/online_competency/comp_assess_guide.pdf

Co urseBuilde r/C hec klistBuilder:

http://www.cap.org/apps/docs/online_competency/CourseBuilderGuide.pdf
http://www.cap.org/apps/docs/online_competency/comp_assess_guide.pdfhttp://www.cap.org/apps/docs/online_competency/comp_assess_guide.pdfhttp://www.cap.org/apps/docs/online_competency/CourseBuilderGuide.pdfhttp://www.cap.org/apps/docs/online_competency/CourseBuilderGuide.pdfhttp://www.cap.org/apps/docs/online_competency/CourseBuilderGuide.pdfhttp://www.cap.org/apps/docs/online_competency/comp_assess_guide.pdf

Documents

COLLEGE OF AMERICAN PATHOLOGIST CLINICAL LAB ACCREDITATION