View Kit Inventory

The Kit Inventory feature allows you to view laboratory kits assigned to each client, print labels, and remove individual kits from circulation by marking them as unusable. A kit typically consists of one or more containers and a set of labels. The kit itself has a unique identifier available as a barcoded label affixed to the box or bag. Kits can be a useful tool in streamlining clinical order entry since the kit is usually specific to a test and matrix. When using the kit workflow with clinical orders, the Kit drop-down includes all active kits associated with the client, information such as line item, test, and matrix default, and the unique kit identifier becomes the chain. Kit Inventory enables management of the active, available kits and helps you determine when to place a new order. To access this feature, the laboratory must grant Kit Inventory permission for your display template.

Note: Because LabOnline is customizable based on laboratory needs, some of the options referenced in the steps and images below may not be available or may be named differently. Direct any questions to your laboratory.

To view kit inventory, complete these steps:

  1. Select Orders from the LabOnline main menu, then choose Kit Inventory from the submenu.
  2. Choose a client from the Client drop-down list on the right side of the screen above the grid.
  3. To find kits with a specific status, such as those that are already associated with an order, use the quick filter buttons.

    The quick filter viewing options are:

    • All - Displays all current inventory.
    • Available - Displays inventory shipped from the laboratory and not yet assigned an order.
    • Used - Displays kits that have been added to an order. This includes orders placed through Order Tests, Bulk Orders, and Patient Portal.
    • Unusable - Displays kits that have been marked as not usable, such as due to breakage, loss, or other mishandling.
  4. You can also narrow the results using the grid column filters.

    See: Filter Data for information on further narrowing down your search results.

  5. The kits that meet the criteria you entered appear in the grid.

If you encounter a kit that is damaged, broken, missing, or otherwise invalid, it is important to mark it as unusable in Kit Inventory. Unusable kits do not appear in the Kit ID drop-down in Order Tests. Marking kits as unusable gives the laboratory a more accurate view of your inventory to determine when it is time to ship additional kits. If you make a mistake or find a kit that was previously thought to be missing, you can use Kit Inventory to restore it.

To mark a kit as unusable, follow these steps:

  1. Select Orders from the LabOnline main menu, then choose Kit Inventory from the submenu.
  2. Choose the client to whom the kit was assigned from the Client drop-down list.
  3. Select one or more kits with an "Available" Kit Status. To select multiple rows, select one row, press Shift or Ctrl, and select additional rows with your mouse or arrow keys.
  4. Click Mark Unusable.
  5. Choose the Reason the kit (or kits) is unusable from the drop-down list.
  6. Click Mark Unusable. Kit Status updates to reflect the reason you selected.

To restore a kit that was previously marked as unusable back to circulation, select the kit (or kits) and click Restore. Kit Status changes back to "Available."

Field

Additional Details
Part ID Unique laboratory identifier ID assigned to the type of kit.
Part Description Description of the kit.
Kit ID Unique identifier assigned to the sampling kit.
Expiration Date Kit expiration date. This column is displayed if the grid definition includes it on the user's display template.
Shipped Date when the kit was shipped by the laboratory.

Kit Usage

Indicates the test and matrix, if applicable, that are associated with the type of kit.

Kit Status

Status of the kit.

  • Available - Kit is active in circulation and is not yet assigned to an order.
  • Used - Kit is assigned to an order.
  • Expired - Kit has an expiration date which is less than today.
  • Expires Soon - Kit has an expiration date on or after today but before (today) + 14 days. For example: if today's date is 2/15/2023, then for the kits with expiration date from 2/15/2023 to 3/1/2023 should be displaying as "Expires soon".
  • [other values] - Kit is unusable, the reason for which is indicated by the status.

See Also: