Ovation LIMS User Index
Welcome!
If you're a new user in the Ovation LIMS, please check out our training modules based on your role in the lab. These modules contain videos and articles to help you get quickly onboarded and proficient with the platform.
- Onboarding - Customer Support
- Onboarding - Lab Tech
- Onboarding - Accessioner
- Onboarding - Report Reviewer
Ovation User Index
Once you've completed your onboarding training modules, we’ve indexed some additional articles you can check out below.
User Workflow Guides
- COVID-19 Workflow Guide
- COVID-19 Serology Workflow Guide
- Example PGx workflow
- Example Infectious Disease Workflow
- PGx CLS Express Workflow
User Settings
First things first, ensure you meet our user system requirements:
- User System Requirements
- Ovation Contact Information and Website Access
- Clearing a Web Browser's Cache
To manage user accounts and personalize settings, see these articles:
- How to Reset Passwords
- Two-Step Verification
- System Settings
- Individual User Settings
- Disabling Chrome Auto-Fill
Upload documents
Documents such as SOPs, supplemental information, and supporting documents required by the laboratory can be housed, organized into folders, and versioning managed within Ovation. See Documents for more information.
Lab Specific Set-up (equipment, controls, and integrations)
Controls
- Adding a New Control Category
- Adding a Control to an Existing Control Category
- Marking a Control Container Empty
Adaptors and Plates
Test Panels
Printers and Barcodes
Integrations
Integrations with the LIMS are essential for enacting a seamless workflow in the lab, from order receipt through final billing. Ovation provides flexibility in how various systems are integrated by offering both HL7 and API integrations. While virtually any system with HL7 or API capabilities can be integrated into Ovation upon request, you can go to Administration > Lab > Integrations in Ovation for a list of the current off-the-shelf integrations.
- Endpoints & Authentication
- Creating a New Project
- Appending a Document to a Project
- Downloading a Completed Report for a Requisition
Projects and Workflows
For information on starting a new workflow, start here:
Projects
The Projects section shows all of the Projects that you have been granted access to in Ovation. From here you have the option of opening an existing project, archiving a project, or adding a new project. You can also filter Projects by name to help find a particular project. To keep things from getting too congested you have the ability to show or hide archived projects.
- Creating a New Project
- Project Dashboard Tab
- Project Settings Tab
- Project Settings (includes requisition form, sample routing, report, and billing settings)
The members of a Project in your organization, or users, can easily be located by clicking on Projects > Project Name > Users tab. It should be noted that users will need to be added to the Project team before they can view or access a Project.
Workflows
Workflows are a step by step process of moving a sample or group of samples from accessioning through a testing process in order to generate a report. Workflows are specific to the test type, and will vary from laboratory to laboratory, however, all labs will run accessioned samples through a workflow in order to create a reportable result.
- Home Page
- Structure Overview
- Creating a Workflow
- Creating a Batch
- Batch Plating
- Extraction
- Data Import
- Quality Control (QC)
- Queuing A Sample Manually
- Warning triangle appears during sample QC
Samples
Requisitions
Requisitions are the primary method used by Ovation to capture the clinical information related to the patient, ordering provider, panels and tests ordered, medical history, samples received, and test data as it is generated through lab workflows. Creating a new requisition also creates storage inside of it for sample data and documents associated with the requisition, such as scans of insurance documents or forms, or patient face sheets.
Lab reports
- Signing Individual Reports
- Deleting Individual Reports
- Batch Report Release
- How to Resend ‘Report Ready’ Notifications to Provider Contacts
- Reporting: Adding an Addendum Page
Analytics
The Analytics section of Ovation contains operational metrics that can be broken out by specific users or projects.
Sales
Sales Groups in Ovation serve as a way to organize groups of reps with dedicated Managers that can see the activity of all the reps in the group in the external Sales Portal (See Section: External Portals > Sales Portal). You can also create sub-groups (ex. North Region, South Region). Activity of the sub-groups is also visible by the Manager of the parent group.
Lab Partners
The Ovation Portal is a separate and unbranded website URL that Ovation provides for you to share with your Providers, Contacts, and Sales Reps. ( portal.ovation.io) The portal is HIPAA compliant and offers an easy way to view and download completed reports and place online orders.