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NOTE: Questions or conerns regarding this tutorial or any other Labmatrix-related topic can be submitted to our Labmatrix help desk at: ncilabmatrixhelp@mail.nih.gov

The 'Subject Creation Wizard' in Labmatrix - an Overview

Creating a new Subject in Labmatrix can sometimes involve a number of steps to ensure a patient and his/her enrolled studies are properly recorded. Labmatrix now incorporates a simple wizard that assists the user in creating new Subject records (and where necessary, new Person records) in a few guided steps. However, for novice users, even the wizard requires some explanation. Here is a simple overview of the process:

subject_creation_wizard

Some Steps Illustrated

go to "Contacts" module in Labmatrix

Click "New >>> Subject"

NIH Subject?

This is the first screen of the Subject Creation Wizard (see below). If this Person is a NIH patient, then yes - the intent is to create a new NIH Subject. Just enter the patient's MRN and Enrolled Study then click "Search". If this is not a NIH patient then click "Create Non-NIH Subject" at the base of the panel.

Subject Found?

If the search pulls up an already-existing Subject, then there is no need to create that which already exists! However, as illustrated below, this particular search turned up nothing (No records found). Proceed to the next step by clicking "Search Persons" at the base of the panel.

Person Found?

Even though the Subject does not currently exist in Labmatrix, it is possible that the Person (patient) record does exist, and he/she is already enrolled on one or more other studies. If the search pulls up an already-existing Person, then all that's required is to enroll that Person on the desired Study, creating the new Subject. However, as illustrated below, this particular search turned up nothing (No records found). Proceed to the next step by clicking "Search CDR..."

Exists in Registry?

Even though the Person has not yet been entered in Labmatrix, this is not to say a corresponding record doesn't exist in the NCI Patient Registry (CDR). If the Person does exist then it's a simple matter of instructing the wizard to use that Person moving forward. In doing so, the wizard auto-populates the Person's demographics in the form for creating a new Person object.

However, as illustrated below, this particular search turned up nothing in the CDR. A Person record (and Subject record following - as illustrated in the flow chart at the top of this page) will have to be created manually.