Compendium Management

1. Display the Compendium Management page:
• athenaCoordinator facility users: On the Main Menu, click Settings > Coordinator. In the left menu, under Practice Links — Order Configuration, click Compendium Management.
• athenaClinicals users: On the Main Menu, click Settings > Clinicals. In the left menu, under Practice Links — Order Configuration, click Compendium Management.

2. Facility — Select the facility from the menu.
   Note: If only one facility exists, it is automatically selected.
   
   

Use the filter fields to narrow the list of order types

3. Facility type — Select whether the facility has lab or imaging tests. Each compendium should only contain tests of one facility type.
   Note: If more than one facility type is associated with one compendium, please open a support case by selecting Support > Create Case or Call in the Main Menu.
4. Order type — Select the athenahealth order type that your order has been mapped to your order. If your order is not mapped to an athenahealth test, it will be mapped to "UNKNOWN."
5. Display name — Select your order name. This is the name clinicians will see when ordering the test and sent in the OBR 4.2 segment of the HL7 message.
6. Orderable — Select whether the test can currently be ordered. (Tests may be marked Orderable No if they are result-only codes or deactivated tests.)
7. Order code — Select the alpha and/or numeric code associated with your order. This must be unique for each test, regardless of the orderable status. It is sent in the OBR 4.1 segment of the HL7 message.
8. AOE Questions — Indicates whether there are any custom Ask on Order Entry Questions (AOEs) associated with the order.
   Note: This does not indicate if there are standard athenahealth AOEs, only if your facility has custom AOEs associated with the order.
9. Paper order code — Enter the order code specifically for paper orders. (This code is printed on paper requisitions instead of the electronic order code.)
10. Order code — Enter the order code for the test.
11. Foreign namespace ID — Enter the test code or classification to be used in sending electronic orders. The test may require athenaOne to include the classification with the electronic order code when submitting an electronic order.
12. Click Filter.
    The filtered list of order types for the selected facility appears in the compendium list.

1. Display the Compendium Management page:
• athenaCoordinator facility users: On the Main Menu, click Settings > Coordinator. In the left menu, under Practice Links — Order Configuration, click Compendium Management.
• athenaClinicals users: On the Main Menu, click Settings > Clinicals. In the left menu, under Practice Links — Order Configuration, click Compendium Management.

2. Facility — Select the facility from the menu.
   Note: If only one facility exists, it is automatically selected.
3. Click Add new (above the Compendium list).
   The Add New Test view appears.
   
   
4. Review status — (appears for athenaCoordinator only) This field displays the athenahealth review status for any changes you submit.
   
• To be submitted tonight — Your proposed change will be submitted for review at 12:00 a.m. EST.
• Under review — Your change has been submitted to athenahealth to assess potential provider impact.
5. Order type — Enter the type of order for athenahealth compendium mapping. This type is a standard definition specified by athenahealth, which you cannot modify. Enter at least the first two letters of the order type to display matching search results. If you do not find an order type that you think matches the clinical definition of your test, set the value to Unknown.
6. Display name — Enter your facility's name for this test (providers see this name when searching your compendium). This name should be easily understood by a provider. You cannot enter the same name used for an existing test associated with the same order type for your facility.
   Note: To use the same name displayed in the Order type field, click the Match to Order Type button.
7. Orderable — This option indicates whether the test can be ordered in athenaOne. It is sent in the OBR 4.1 segment of the HL7 message.
• Select Yes if this test is a valid order type offered by the facility you selected. The test appears in the search results when an ordering provider searches for it in athenaOne.
• Select No for an order code that you no longer use or that is temporarily unavailable. You can receive the test as a result, but the test does not appear in the search results in athenaOne.
8. Order code — Enter the order code for this test. You cannot enter the same order code used for an existing test associated with the same order type and facility. If the order code already exists in your compendium in athenaOne, edit the existing test.
9. Click Save.

Important: After a test is added, it may take up to 24 hours before the test is searchable in the Diagnosis & Order picker, as well as on the Order Set admin page.

1. Display the Compendium Management page:
• athenaCoordinator facility users: On the Main Menu, click Settings > Coordinator. In the left menu, under Practice Links — Order Configuration, click Compendium Management.
• athenaClinicals users: On the Main Menu, click Settings > Clinicals. In the left menu, under Practice Links — Order Configuration, click Compendium Management.

2. Use the filter fields to locate the order type, or find the order type in the Compendium list.
   Tip: Click a column header to sort the results by that field.
3. Click edit next to the test name.
   The Edit Test view appears. Any order type in Under Review status cannot be edited.
   
   
4. Edit the fields as required.
   Note: You cannot edit order codes.
5. Order type — This is the type of order for athenahealth compendium mapping. This type is a standard definition specified by athenahealth, which you cannot modify. Enter at least the first two letters of the order type to display matching search results. If you do not find an order type that you think matches the clinical definition of your test, set the value to Unknown.
   Note: Any changes to this field can immediately affect the ordering workflow, document labels, and accelerators. To avoid affecting open encounters, athenahealth recommends that changes to this field be made outside of business hours.
6. Display name — Changing the display name will change the name on all previous order and result documents with this order code. Orders can only be renamed to something clinically similar, as the test code is used for association and naming of all results past and present. It is against athenahealth policy to reuse test codes for new tests.
7. Orderable — This indicates whether the test can be ordered in athenaOne. While tests set to Orderable "No" cannot be ordered, the associated display name and order type will still affect the labeling of incoming result documents.
   Note: Any changes to this field can immediately affect the ordering workflow, document labels, and accelerators. To avoid affecting open encounters, athenahealth recommends that changes to this field be made outside of business hours.
8. Order code — Changing an order code can negatively affect ordering and the resulting workflow.
   Important: If you need change an order code, athenahealth strongly recommends setting the Orderable field to "No" and then adding a new entry.
9. Click Save. If you attempt to create a duplicate test, you will receive this receive error message:
   
   To resolve this, change the test's display name, enter the requested change again, and then click Save.
10. To see the history of changes made to the order type, click the Audit history link below the Save button.

1. Display the Compendium Management page:
• athenaCoordinator facility users: On the Main Menu, click Settings > Coordinator. In the left menu, under Practice Links — Order Configuration, click Compendium Management.
• athenaClinicals users: On the Main Menu, click Settings > Clinicals. In the left menu, under Practice Links — Order Configuration, click Compendium Management.

2. Under Filter Compendium, locate the AOE Questions filter field and select Yes from the menu.
3. Enter values in any other filter fields to reduce the number of order types in the compendium list.
4. Click Filter.
5. In the Compendium list, locate the order type that you want to edit, and then click Manage List in the AOE Questions column.
   The list of AOE questions for this order type appears.
   
6. To reorder questions in your list, click the three vertical dots next to the remove link to select your question, and then move the question up or down in the list.
   
   
7. Required — This field defaults to No. Select Yes only if the order cannot be filled without the answer to this question.
   Important: Any question marked as required prevents our mutual providers from submitting orders that do not have an answer to that question.
8. To remove a question from the list, click remove.
9. To restore a removed question, click Show removed, and then click restore.
10. To add questions, click Add question to list.
    All questions available for your facility (that aren't already on your list) appear.
11. Select one question at a time to add.
1. Click the radio button to select the question.
2. Click Save or Save and Add Another.

Note: You cannot change any properties of the question on the Compendium Management page, but you can click the Manage questions link to display the AOE Question Management page, where you can change question properties.

If you want to delete an order type, first ensure that this order type has no pending results associated with it. If it does, click edit instead of delete and set the Orderable field to "No." This change prevents providers from selecting this order type for future orders and helps athenaOne route any outstanding test results to the correct order.

1. Display the Compendium Management page:
• athenaCoordinator facility users: On the Main Menu, click Settings > Coordinator. In the left menu, under Practice Links — Order Configuration, click Compendium Management.
• athenaClinicals users: On the Main Menu, click Settings > Clinicals. In the left menu, under Practice Links — Order Configuration, click Compendium Management.

2. Use the filter fields to locate the order type, or find the order type in the compendium list.
   Tip: Click a column header to sort the results by that field.
3. Click delete next to the test name.
   
   The test is deleted from the Compendium list.
4. To restore the test, click Show Deleted and locate the deleted test.
5. Click undelete next to the test to add it back to the compendium.

After you begin using the compendium management tools, we review the following types of changes, which could disproportionately affect our mutual users:

• Change Orderable field from Yes to No.
• Edit your test mapping from one known order type to another.

For these two types of changes, athenahealth evaluates the impact threshold, or level of disruption, to athenaOne providers at 12:00 a.m. EST. After this evaluation, we automatically approve the change or we send the change for review and communication.

Note: If your change does not require impact threshold checking, athenaOne updates all compendiums at midnight with no delay.

Changes that require review

athenahealth requires up to 10 days to notify our mutual users of any upcoming change that requires review and meets either of these criteria:

• More than 10 accelerators for a provider are configured to include the test that you edited.
• At least one accelerator is configured to include the edited test and has been used every day in the past 3 months by a provider.

Note: You can view and filter the original values of tests only, not the saved edits for each test, until the review process is complete.

You can manage "ask at order entry" (AOE) questions and question lists for your athenaCoordinator or in‑house facility or hospital using two athenaOne pages:

• AOE Question Management page — Create and edit AOE questions on this page.
• Compendium Management page — Assign AOE questions to order codes and build lists of questions on this page.

You can assign AOE questions to as many order codes as necessary. For example, you configure the question "Fasting?" on the AOE Question Management page, but you can assign the question to many different question lists on the Compendium Management page.

Question lists in athenaOne are tied to a specific order code. If an order code is associated with more than one display name in your compendium, all test display names appear above your question list. You can reorder existing questions, add new questions, and change which questions are required.