Data Innovations offers Training Programs and Training Materials for instructor-led courses and self-education to cover the features, configurations, installation and operations of Instrument Manager™ (IM) and EP Evaluator^® (EE).

Data Innovations is approved as a provider of continuing education programs in the clinical laboratory by the ASCLS P.A.C.E.® Program, and is registered with CE Broker® for Florida. These certifications are only for our instructor-led Instrument Manager courses.

Intermediate Rules Training for Instrument Manager

Course Objectives

• Summarize the fundamentals of rule writing in Instrument Manager.
• Explain how data flow through Instrument Manager affects rule evaluation.
• Write and test rules for a variety of laboratory workflow scenarios.
• Collect data and build an AV rule set for review and release of patient results.
• Discuss College of American Pathologists (CAP) requirements, and best practices, for validation of rules.
• Demonstrate writing and testing rules to perform complex functions.
• Write and test rules in non-default locations of the Instrument Manager Rules engine.

Intended Audience

Participants must understand laboratory workflows and operation of Laboratory Information Systems for transmission of orders and receipt of results from laboratory instrument interfaces. Prior attendance in a Data Innovations Introduction to Rules course or equivalent training, plus at least six months experience writing rules in Instrument Manager is required. Prior to registering for a class, participants must successfully complete a Rules competency quiz.

Course Length

3 days

Continuing Education Credits

19 Hours

Instrument Manager Fundamentals Virtual Class

Course Objectives

At the conclusion of this training participants will be able to:

• Describe basic Instrument Manager operation
• Identify purpose and how to acquire device specific drivers
• Create device configurations and connections
• Manipulate test code, error code, fluid code and instrument ID mapping
• Perform basic system troubleshooting
• Analyze information generated by troubleshooting tools
• Edit and create filters in various IM windows
• Describe the data flow of requests and results through IM
• Locate and summarize the Security settings
• Access online user guides and navigate web help function

Intended Audience

Persons responsible for the building and administration of new IM installations. Depending on client, this may include members of IT and Lab departments, as well as consultants employed for building IM and related (i.e. LIS) systems.

Course Length

12 hours, conducted over 3 days in 4 hour sessions
To successfully participate in the workshop, trainees must complete 1 – 2 hours of homework between sessions.

Continuing Education Credits

10.5 Hours

Pre-requisites and Hardware Requirements

All trainees must complete a pre-check from the computer they will be using for the virtual class. Please see the Virtual Classroom Technical Requirements and Connectivity Pre-check document. Use Google Chrome or Mozilla Firefox to access the training portal.

Instrument Manager Rules Overview Virtual Class

Course Objectives

At the conclusion of this training participants will be able to:

• Explain how data flow through IM impacts Rule evaluation
• Describe the components of the IM Rules application
• Differentiate between Request and Result rules
• Demonstrate process for design, creation and testing of rules
• Apply the acquired comprehension to construct rules that: add indicies, hold critical results, save data in designated fields, use value lists, perform calculations, and utilize parent/child associations
• Demonstrate use of rules management options
• Test and document the performance of rules

Intended Audience

Persons responsible for writing and testing Instrument Manager Rules. Depending on client, this may include members of IT and Lab departments, as well as consultants employed for building IM and related (i.e. LIS) systems.

Course Length

12 hours, conducted over 3 days in 4 hour sessions
To successfully participate in the workshop, trainees must complete 1 – 2 hours of homework between sessions.

Continuing Education Credits

10.5 Hours

Pre-requisites and Hardware Requirements

All trainees must complete a pre-check from the computer they will be using for the virtual class. Please see the Virtual Classroom Technical Requirements and Connectivity Pre-check document. Use Google Chrome or Mozilla Firefox to access the training portal.

EP Evaluator: Overview

Course Objectives

• Navigate the Program Menu items, and identify the key screens
• Open the statistical modules
• Create new experiments
• Enter data 2 of the 10 ways
• Preview and Print Reports
• Explain which modules to use for New method installation and ongoing performance verification
• Describe key Statistical modules in EE 11.2

Intended Audience

Laboratory Technologist, supervisors, clinical chemists, Technical specialists, Manufacturers field technical representatives, Manufacturers development scientists. All personnel who will be using EP evaluator or its reports to evaluate the performance of laboratory methods.

Hardware Requirements

You need only a computer with high speed Internet connection to download the file. The file format is .mp4 and can be played by most devices.

EP Evaluator: Project Management

Course Objectives

• Create a new project
• View project inventory
• Use the Utilities / File manager
• Backup projects

Intended Audience

Laboratory Technologist, supervisors, clinical chemists, Technical specialists, Manufacturers field technical representatives, Manufacturers development scientists. All personnel who will be using EP evaluator or its reports to evaluate the performance of laboratory methods.

Hardware Requirements

You need only a computer with high speed Internet connection to download the file. The file format is .mp4 and can be played by most devices.

EP Evaluator: Hematology Method Comparison

Course Objectives

• Explain the purpose of the Hematology Method Comparison Module
• Describe the benefits of using HMC vs AMC
• Use The HMC Example Project and spreadsheet “HMC example.xls” as a learning tool
• Create new Studies
• Paste data into an experiment
• Review and Print Reports

Intended Audience

Laboratory Technologist, supervisors, clinical chemists, Technical specialists, Manufacturers field technical representatives, Manufacturers development scientists. All personnel who will be using EP evaluator or its reports to evaluate the performance of laboratory methods.

EP Evaluator: Rapid Results Entry

Course Objectives

At the conclusion of this training the attendee will be able to:

• Explain the concept of RRE
• Locate and use example resources in your copy of EP Evaluator to
  • Copy and paste data from excel into single experiments and multiple experiments
• Create a policy definition and make it your Master project.

Intended Audience

Laboratory Technologist, supervisors, clinical chemists, Technical specialists, Manufacturers field technical representatives, Manufacturers development scientists. All personnel who will be using EP evaluator or its reports to evaluate the performance of laboratory methods.

Hardware Requirements

You need only a computer with high speed Internet connection to download the file. The file format is .mp4 and can be played by most devices.

EP Evaluator: Establishing Performance Standards

Course Objectives

At the conclusion of this training the attendee will be able to:

• Define Performance Standards
• Explain how to find existing TEA for your Laboratory’s established tests
• Describe what to put in the parameters screen boxes for allowable error
• Explain how to compute TEA when CLIA or CAP says to use +/- 3SD

Intended Audience

Laboratory Technologist, supervisors, clinical chemists, Technical specialists, Manufacturers field technical representatives, Manufacturers development scientists. All personnel who will be using EP evaluator or its reports to evaluate the performance of laboratory methods.

Hardware Requirements

You need only a computer with high speed Internet connection to download the file. The file format is .mp4 and can be played by most devices.

Training Frequently Asked Questions

Instructors

• Marcy Anderson, MS, MT(ASCP)
• Lori A. Mathez , MT(ASCP)
• Carolyn Spencer MT (ASCP)