Project Settings

Project Settings will define the workflow routing, as well as the reporting and billing configurations of a sample. While the sections below provide information on how to adjust the settings of a Project, all of the settings for your initial Project(s) will be set by your Customer Success Manager.

Warning: Changes to these settings can seriously impact your workflows and reporting results. If you need adjustments to your requisition form, please contact success@ovation.io.

Requisition Settings has five sections: 

Navigating to the Project Requisition Template settings

The Project Requisition Template settings can be located by clicking:

1. Projects 

2. The project name

3. Selecting the Settings tab

4. Select the Requisition Template from the list of available templates in the Reporting and Routing section of the Settings tab. 

Template Information

This section contains the requisition name and an optional description.

Form

Warning: Changes to these settings can seriously impact your workflows and reporting results. If you need adjustments to your requisition form, please contact success@ovation.io.

This section contains all possible requisition fields, which are then customized for each requisition template. Included are:

  • General Settings
  • Samples
  • Group Settings
  • Tests
  • Patient Information
  • Billing Information
  • Medication Information
  • ICD-10 Code Information
  • Secondary Service
  • Portal Ordering Overrides
  • Informed Consent from Patient
  • Print Template Settings

Sample Routing

Warning: Changes to these settings can seriously impact your workflows and reporting results. If you need adjustments to your requisition form, please contact success@ovation.io.

The sample routing section determines which workflow(s) a sample is added to after a test is ordered.

1. Select the Edit Routing Rules button

2. Select the Matching Rules to be applied using the dropdown menu and click Save

3. Define the matching rules by selecting from each of the dropdown menus:

A. Sample Type 

B. Group (optional)

C. Test Panel (optional)

D. Workflow

4. Click the Add Rule button at the bottom of the page to add each of the matching rules 

Once defined, Routing Rules can be ordered by clicking on the Up or Down buttons. They can also be removed by clicking on the Remove button. To continue adding rules to the Sample Routing settings, click the Add Rule button.

Reports

Warning: Changes to these settings can seriously impact your workflows and reporting results. If you need adjustments to your requisition form, please contact success@ovation.io.

This section sets report generation settings. To add a report configuration:

1. Pick an available configuration from the Select Reporting Configuration dropdown menu

2. Enter the report’s display name

3. Click the Add Report button to add the selected reporting configuration

4. Once you’ve added a Report Configuration, you’ll need to click the three dots to the right of the name and choose Edit 

5. From here, you can:

A. Choose the workflow types for which the Reporting Configuration should apply 

B. Choose to append a signature addendum page to a report 

C. Set the role(s) that should approve reports

D. Set the Report Template Configuration

Tip: Please contact your Customer Success Manager for assistance with Report Template Configurations. These are snippets of code that contain your specific settings and credentials from your reporting provider and will need to be provided by your Customers Success Manager.

Project Approval Options

OvDx provides flexibility on how you set who will need to approve reports, and in what order. By default, the system will set the signature requirement to the “Medical Director” role only. However, you can change the role by simply typing a valid role where it currently says “Medical Director.” You can also add additional signers and even require that the approvals be given in a certain order. To make these changes, you’ll need to copy the appropriate code snippet from below and paste it into the signature configuration box.  

Here are the various options offered:

  • No signature required
	[]
  • One signature required
	[
	{
	 "role": "Medical Director"
	}
	]
  • Two peer signatures required
	[
	{
	"role": "Medical Director",
	   "roles": [
	    {
	"role": "Administrator"
	}
	   ]
	}
	]
  • Two signatures required, with the second signature request only being generated after the first signature request is signed
	[
	{
	"role": "Medical Director",
	   "roles": [
	    {
	"role": "Administrator"
	}
	   ]
	}
	]
  • Three signatures, no dependency between them
	[
	{
	  "role": "Medical Director"
	},
	{
	  "role": "Administrator"
	},
	{
	  "role": "CSO"
	}
	]
  • Three signatures: Role 1 should sign first to allow others signatures, other signatures have no dependency
	[
	{
	  "role": "Medical Director",
	  "roles":
	  [
	{
	  "role": "Administrator"
	},
	{
	  "role": "CSO"
	}
	]
	}
	]
  • Three signatures with hierarchy of dependency
	[
	{
	  "role": "Medical Director",
	  "roles":
	  [
	{
	  "role": "Administrator",
	"roles":
	[
	{
	  "role": "CSO"
	}
	]
	}
	]
	}
	]

Billing

Warning: Changes to these settings can seriously impact your workflows and reporting results. If you need adjustments to your requisition form, please contact success@ovation.io.

This section allows for billing integration settings. To add a billing configuration:

1. Select Billing Configuration from the dropdown menu

2. Click the Add Billing button to add the selected billing configuration

Tip: Please contact your Customer Success Manager for assistance with Billing Configurations. These are snippets of code that contain your specific settings and credentials from your billing provider and will need to be provided by your Customers Success Manager.
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