Introduction
Pooling is the process of merging one or more specimens of the same patient or multiple patients into a single specimen. The pooled specimen can be stored or used for testing and processing.
Highlights:
Specimens from multiple participants and visits within one CP can be pooled.
Specimens can be pooled even if the specimen types and lineage are different.
The pooled specimen has to be linked to a participant and visit.
When pooling across multiple participants, you can assign one of the participants. Or you can create a dummy participant to store all the pooled specimens.
Not supported:
Defining pooled specimens in CP’s Specimen Requirements is not supported.
You cannot pool specimens from two different CPs.
Video
Create
The 'Pool' option can be seen under the following pages:
Carts → Actions
Containers → Actions
Specimen list view → Actions
Query results view → Specimen
Specimen Tree view
Visit overview → Add Specimen
From Specimen Pages
Navigate to any specimen page like query results or carts:
Select specimens → Actions → Pool:
Enter ‘Participant' and 'Visit’ in which the pooled specimen should be created:
You can scan in more specimen labels or barcodes if required:
Enter details like pooled specimen type, quantity, etc.
From Visit Overview Page
Navigate to any completed 'Visit'.
Click on the 'Add Specimen' button → Pooled:
Scan specimen labels/barcodes:
Enter details like pooled specimen type, quantity, etc.
How are pooled specimens indicated?
Pooled specimens are highlighted in pink color. Also, a tag is displayed at the top.
The specimens are highlighted in pink in the tree view:
Adds a 'Pooled' text in pink on the specimen overview page:
A ‘Pooled Event' is created, and a new section is added, 'Pooled Using’ on the specimen overview page:
What happens to the specimens used to create a pooled specimen?
The used specimens are marked as 'Closed'.
On the specimen overview, a section is added as 'Pooled Into':
Query
You can query based on pooled specimen type, specimen barcode, labels, user, date & time:
Add Pooling task to Workflows
Refer to the 'Pool Specimens Task' example to include the pool specimens task in your workflows.