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Updated test flow guidance (#633)
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* Updated test flow guidance

* Updated conduct tests screenshots
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lauraykerr authored Dec 19, 2023
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Expand Up @@ -18,23 +18,17 @@ Once you’ve [logged in to SimpleReport]({% link _pages/getting-started/organiz
1. Confirm the patient’s full name and date of birth. Then click **Begin test** to the right of their name.
![Search results showing two people with similar names but different birth dates.]({% link assets/img/resources/conduct-and-submit-tests/step-3.png %})<br>
If the patient you’re looking for doesn’t appear in the search results, make sure that you’ve spelled their name correctly. If you still can’t find them, you’ll need to add them before proceeding with the rest of these steps.
1. The patient you’re testing will need to answer a test questionnaire.
![Test questionnaire sections]({% link assets/img/resources/conduct-and-submit-tests/test-questionnaire.png %})
<br>The first question asks the patient how they want to get their result. If they choose to get their result by text or email, they’ll get a notification as soon as you submit their result in SimpleReport. (The text and email message include a link to a secure portal to check their result.) If they don’t want their result via text or email, you can also [print a copy]({% link _pages/using-simplereport/manage-results/print-someones-test-results.md %}). The questionnaire also has a section to enter information about any symptoms the patient may have at the time of the test.
<br>You can ask these test questions now, or click **Continue** and come back to them later. Either way, you’ll need to complete them before submitting test results. Please refer to your public health department requirements to make sure you have the patient complete all required information.
1. The patient’s name will appear on a card on the “Conduct tests” page. You can continue with their test or, if you’re testing multiple patients at once, you can repeat the previous steps for each of the patients you’re testing.
1. Collect the swab from the patient you’re testing and prepare their sample.
1. _(optional)_ On the patient’s card, click the blue button with the stopwatch icon to start the timer. If your device’s sound is on, you’ll hear an alarm at the end of the required time. You can restart the timer at any time by clicking the blue button again.
![The person's card, with the 15-minute timer highlighted at the top right]({% link assets/img/resources/conduct-and-submit-tests/step-7.png %})
1. You’ll have the option to select the testing device and swab type from the dropdown. Make sure you select the correct device and swab type. (It defaults to the last device used.) If the device or swab type you’re using isn’t on the list, ask an administrator to [add the device or swab type to your SimpleReport facility settings]({% link _pages/using-simplereport/manage-facility-info/update-facility-settings.md %}). If the device or swab type isn't available for them to add, the administrator will need to contact SimpleReport to request this.
1. Choose the test date and time. (It defaults to the current date and time).
2. Select the testing device and specimen type (the kind of sample you're testing) from the dropdowns. (It defaults to the last device used.) This determines which condition(s) you're testing for. If the device or swab type you’re using isn’t on the list, ask an administrator to [add the device or swab type to your SimpleReport facility settings]({% link _pages/using-simplereport/manage-facility-info/update-facility-settings.md %}). If the device or swab type isn't available for them to add, the administrator will need to contact SimpleReport to request this.
![The device and swab type dropdown menus at the bottom left of the person's card]({% link assets/img/resources/conduct-and-submit-tests/device-swab-type.png %})
1. Once the test is complete, select the result of the COVID-19 test on the right side of the patient’s card: “Positive”, “Negative”, or “Inconclusive”.
![The three COVID-19 results options (“Positive”, “Negative”, or “Inconclusive”), shown on the person's card in SimpleReport]({% link assets/img/resources/conduct-and-submit-tests/step-9.png %})
1. If the device you’re using also tests for flu (a “multiplex device”), you’ll see columns for flu A and B results next to the COVID-19 column. You must enter “Positive” or “Negative” for each illness, or select “Inconclusive” for all three before you can submit.
![Columns to input COVID-19, flu A, and flu B results on a patient's card]({% link assets/img/resources/conduct-and-submit-tests/multiplex-card.png %})
1. Make sure that you’ve completed the test questionnaire. You can review the questions by clicking **Test questionnaire** on the card. A gray <span class="usa-tag">PENDING</span> tag means that some answers are still missing. A green <span class="usa-tag tag--success">COMPLETE</span> tag means that all questions are completed.<br>
You can submit the results without completing all of the questions, if the patient being tested declines to answer them.
![The person's card with a gray "PENDING" tag beneath the "Test questionnaire" link]({% link assets/img/resources/conduct-and-submit-tests/step-10.png %})
1. Click **Submit**.
1. Once the test is complete, select the result of each condition you've tested for below the device and specimen type: “Positive”, “Negative”, or “Inconclusive”. Conditions appear based on which test device you selected.<br>Note: Note: While all organizations can record results for all conditions and send them to patients, only those sending to [certain states will be able to report flu and RSV](https://www.simplereport.gov/using-simplereport/test-for-other-diseases/influenza/) to their public health department at this time.
![The three results options (“Positive”, “Negative”, or “Inconclusive”) for COVID-19, flu A, flu B, and RSV, shown on the person's card in SimpleReport]({% link assets/img/resources/conduct-and-submit-tests/step-9.png %})
1. Complete the other questions below the test result(s). If you select “yes” for the patient experiencing symptoms, additional follow-up questions will appear. You can submit the results without completing all of the questions, if the patient being tested declines to answer them.
![The person's card with a set of questions about symptoms]({% link assets/img/resources/conduct-and-submit-tests/step-10.png %})
1. Click **Submit results**.

You’ve successfully submitted the test result to your public health department. You’re all done. If you have the SimpleReport permissions to do so, you can also [review submitted results]({% link _pages/using-simplereport/manage-results/review-test-results.md %}).
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