There are a few simple steps to take up front to set up your account on the NCI instance of Labmatrix to make a few things much easier for you.
That's it for the setup; this allows you much easier access to the NIH institution in the various place you'll need to use it in Labmatrix.
Remember that because of the above distinction, when it's time for you to enter a new subject into Labmatrix, that subject might already have an existing Person record in our instance – they might be participating in another study, or have had tissue procured in the operating room, for example.
In order to enter phone consults who don't have MRNs, click the "Subjects" link in the top line of Labmatrix, and then click the "New: Subject" link just below that line. A wizard window will pop up; you want to now click the "Create Non-NIH Subject" button at the bottom of that wizard window, which will close the window and open up a new data entry pane in the lower right pane of the Labmatrix window. This data entry pane is for the Person record.
In this pane, enter the information about the individual – name, date of birth, etc. For the "Access Group(s)" field, click "Browse" and choose the appropriate access group for the record (likely "Warren Phone Consults"). Once you're done entering the data, click the Save button. After saving, another new data entry pane will open, this one for the Subject record.
In this new Subject pane, next to the "Enrolled Studies" field, click "Browse" and again choose "Warren Phone Consults" (if this is a consult); this will automatically also populate the "Primary Study" pulldown with that same group. Enter any additional information you need to, and click "Save" at the bottom.
In order to enter a subject with an NIH Clinical Center medical record number, use the "New Subject" link at the top left of either the Subjects or Contacts module. This will launch the wizard. The first step will ask you to enter an MRN and choose a study (you'd choose "Skin Microbiome"), and then you click "Search" to check to see if there's an existing record for that MRN on the study. Since there isn't likely to be one, the list will come up empty; there will then be a "Search Persons" button at the bottom of the wizard which will search to see if there is an existing Person record with that MRN.
If there is an existing Person record: If there is an existing Person record, it will come up in the list, and you just highlight the row and click "Create Subject From This Person", which will open a "New Subject" pane pre-populated with the link to the correct Person record.
If there is not an existing Person record: If there isn't an existing Person record, then the list will be empty, and there will be a "Search CDR" button at the bottom which will then search the demographics registry for that MRN. So long as it's a valid and correct NIH Clinical Center MRN, clicking this button will bring up the correct demographics for the person; you then just click "Use This Person" at the bottom, and a "New Person" pane will come up pre-populated with all the demographics from the registry. Look it over and then click the "Save" button; this will then bring up a New Subject pane which is pre-populated with the link to the correct (new) Person record.
Once you're entering the new Subject record, you just choose the correct study for the subject and enter any study-specific information (such as a custom ID) and then click "Save" to save the record.
Now that you have a Subject record, you just need to enter the phone consult information. From the Subject record, find the link near the top of the pane with a small green plus sign that reads "Create", and click it, go to "Custom Data Record", then choose "Warren_Phone_Consult", and finally click on "Enter Single Record." A new record will open.
In this record, fill in any appropriate data, and finally click "Save" at the bottom.