Provider Manual · Part IX

Lab machines & point-of-care tests

Results from tests done in your office: analyzers that send results straight to the chart through Hero Connect, the results that wait for someone to choose a chart, and point-of-care tests recorded by hand with their flags and visit charges.

9 sections~24 min read
IX
Part IX · continued

Lab machines & point-of-care tests

Results from tests done in your office: analyzers that send results straight to the chart through Hero Connect, the results that wait for someone to choose a chart, and point-of-care tests recorded by hand with their flags and visit charges.

9.8Lab machines

Send results from your office’s lab machines to the chart

Hero can take results straight from the analyzers in your office and put them in the patient’s chart: the Cepheid GeneXpert Xpress, the DiaSorin LIAISON NES, and other lab machines that send their results as ASTM or HL7. Nobody retypes a result, and a result Hero can’t place safely waits for a person instead of landing on the wrong chart.

  1. The machine sends the result to Hero Connect. Each lab machine sends its results over the office network to Hero Connect, Hero’s program on one Windows computer in your office (see Office devices (Hero Connect)). Hero Connect saves each result on that computer before it tells the machine it has it.
  2. Hero Connect sends it to Hero. Usually within a minute. Nothing has to stay open on that computer and nobody has to be signed in to it: it only has to be on and connected to the internet. If the internet or Hero is down, results wait on the computer and go to Hero, oldest first, once the connection is back. Until then the machine’s row in Admin → Office devices shows how many are waiting, for example 3 waiting to send.
  3. Hero files it to the chart, or holds it. When the chart number on the result matches a patient with a visit that day, the result goes into that patient’s Labs tab on that visit (see When Hero files a result). Anything else waits under Lab machines → Need a chart (see Results that need a chart).

Hero knows these tests by name: the COVID-19, Flu A/B and RSV test and the Group A Strep test on both the GeneXpert Xpress and the LIAISON NES, and the Xpert Xpress MVP vaginal panel. They file with their LOINC code where one exists, and Hero adds their billing code to the visit. A test Hero doesn’t know yet, from any machine, still files under the test’s own name with the machine’s value, units, reference range and high or low flag, but it carries no codes and adds no charge. In Need a chart such a test is marked Hero doesn’t know this test yet.

What the Hero Connect computer needs

  • One Windows 10 or Windows 11 computer (Windows Server works too) on the same network as the lab machines, switched on during clinic and set never to sleep while plugged in. Use a computer other than the GeneXpert’s own computer unless Cepheid says otherwise. The same computer can also serve an X-ray machine or an export folder.
  • A fixed network address for that computer, so the lab machines can always find it. Ask whoever looks after your office network or router to reserve its address.
  • Internet access, and a network that Windows treats as Private (see Network & firewall).
  • A Windows administrator account, once, to paste the install command. There is nothing to download first, and no browser has to stay open afterwards.
  • Windows 11 (or Windows Server 2022 or later) if you want the LIAISON NES’s secure connection (see Machine settings).
Nothing is opened to the internet. Hero Connect only connects out to Hero, and only machines on the office network can reach it. Results that are waiting to be sent are kept in Hero Connect’s own folder, which only Windows administrators can open. They are still patient information, so turn on BitLocker or Device encryption on that computer (Settings > Privacy & security) and lock it whenever no one is at it.
Who can use it. Physicians and administrators can handle lab machine results; other staff need the permission Record point-of-care tests (front desk, medical assistants, nurses and office managers have it). Setting up Hero Connect and the machines is for practice administrators, owners and office managers, and for staff given Set up Hero Connect computers and office devices.
9.9Set up Hero Connect

Connect your lab machines through Hero Connect (administrator)

Lab machines connect through Hero Connect, which you set up in Admin → Office devices. The Lab machines card under Admin → External Providers → Labs says so (“Lab machines and X-ray machines connect through Hero Connect on one office computer.”) and has an Open Office devices button. That card still lists each machine’s settings for reference and shows what Hero has received.

  1. Add the computer. In Office devices, click Add a computer, then Get a code, and paste the one command Hero shows into Windows PowerShell, opened as administrator on the office computer the lab machines can reach (see Add a computer). Skip this step if Hero Connect is already on a computer that the lab machines can reach.
  2. Add each lab machine. On that computer’s card, click Add a device and choose GeneXpert Xpress, LIAISON NES or Other lab machine. Keep the default port unless something else on that computer uses it, and click Add device (see Add a lab machine).
  3. Enter the settings on the machine. Hero then shows What to enter on the machine: the steps for that machine, with the computer’s address and the port filled in and, for a LIAISON NES with the secure connection on, the fingerprint to compare. The button of the same name on the machine’s row opens it again. The steps are also in Machine settings.
  4. Check that it works. Click Test on the machine’s row. Hero Connect checks that it is listening on the port, that the Windows Firewall rule is in place, that the network is Private and, for a secure connection, that its certificate is ready, and lists each check as passed or failed. Then run a test for a test patient whose chart number you know: usually within a minute it appears under Lab machines → Recent, and the machine’s row shows Last result with the time.

From then on Hero Connect listens for the machine whenever the computer is on: it starts with Windows, keeps working when nobody is signed in, and restarts itself if it stops. A machine that is working shows Ready on its row, for example Listening on port 5150.

Moving from the lab listener kit. Paste the Hero Connect command on the computer that ran the kit. Hero Connect removes the old Hero lab listener and keeps its results folder, C:\HeroLab\Results; the install window says so. That frees ports 5150 and 5151, which are also Hero Connect’s defaults for the GeneXpert Xpress and the LIAISON NES, so on the same computer the machines’ settings can stay as they are once you add them in Office devices. A LIAISON NES with TLS on gets a new certificate from Hero Connect: press TEST on the NES, check the fingerprint it shows against What to enter on the machine, and accept it. If Hero in Chrome on that computer still shows This computer with This computer is using the older Chrome connection. Switch to Hero Connect in Office devices., click Disconnect there once Hero Connect is working. Chrome no longer has to stay open.
9.10Machine settings

Point each lab machine at the Hero Connect computer

An administrator on each machine enters the Hero Connect computer’s address and that machine’s port. The address is on the computer’s card in Admin → Office devices (Address …), and What to enter on the machine on each machine’s row shows the steps below with the real address and port filled in. Lab machines → Machine settings, under Admin → External Providers → Labs, keeps the same steps for reference.

MachineWhereWhat to enterPatient ID
GeneXpert Xpress (Cepheid)The GeneXpert Xpress software’s host settings (Host Management and Settings in its user’s guide)Host communication on; Protocol ASTM; TCP/IP with the GeneXpert as the client; Host address: the Hero Connect computer’s address; Port 5150, unless it was changed in Office devicesPatient ID (can also go in Sample ID)
LIAISON NES (DiaSorin)SETTINGS > Connectivity > LIS on the NESLIS Results Upload on; LIS Server Hostname: the Hero Connect computer’s address; LIS Server Port 5151, unless it was changed in Office devices; HL7 Lab Name: anything; TCP/IP TLS to match Secure connection in Office devices (below)Patient ID
Another lab machineThe machine’s LIS or host connection settingsProtocol ASTM or HL7, as chosen in Office devices; TCP/IP with the machine as the client; Host: the Hero Connect computer’s address; Port: the one Office devices shows for it; for HL7, TLS to match Secure connectionPatient ID

GeneXpert Xpress

  1. Open the host settings. Sign in to the GeneXpert Xpress software as an administrator and open the host settings.
  2. Turn on host communication. Protocol ASTM. Connection TCP/IP, with the GeneXpert as the client. Host: the Hero Connect computer’s address. Port: 5150, unless it was changed in Office devices. Give it a System Name no other GeneXpert in the office uses, such as GX-1, and set results to upload automatically when each test finishes, if the software offers it.
  3. Add a Host Test Code for each test you run. For example Xpert Xpress CoV-2/Flu/RSV plus, Xpert Xpress MVP or Xpert Xpress Strep A: any short code works. Hero reads the test’s name, not the code.

If these settings are locked or missing, ask Cepheid support to turn on LIS host communication for your GeneXpert Xpress. Ask them too how the GeneXpert’s computer should join the office network: its own network port is reserved for the instrument.

LIAISON NES

  1. Open the LIS settings. As an administrator on the NES, open SETTINGS > Connectivity > LIS.
  2. Turn on the upload. LIS Results Upload on. HL7 Lab Name: anything, for example your practice’s name. LIS Server Hostname: the Hero Connect computer’s address. LIS Server Port: 5151, unless it was changed in Office devices.
  3. Set TLS to match Secure connection in Office devices, then press TEST. Secure connection is on by default for a LIAISON NES. See the table below.
Hero Connect computerSecure connection in Office devicesTCP/IP TLS on the NESThen
Windows 11 (or Windows Server 2022 or later)On (the default)Leave TLS onPress TEST. When the NES shows the certificate fingerprint, check it matches the one in What to enter on the machine (the machine’s Test in Office devices shows it too), then press YES and OK.
Windows 10Off: click Edit on the machine’s row, untick it and click SaveTurn TLS offPress TEST, then OK. Results then travel unencrypted, on your office network only.

Windows 10 can’t use the NES’s secure connection; Office devices says so under the checkbox (A Windows 10 computer can’t use it; turn it off there.). If it is left on there, the machine’s row shows Needs attention: This computer’s Windows can’t use the secure connection. Turn off ‘Secure connection’ for this device, or use a Windows 11 computer. If you can’t find these settings on the NES, ask DiaSorin support to turn on LIS upload to a lab system on your network.

Another lab machine

Add it in Office devices as Other lab machine, choosing the word its settings use for the connection (ASTM or HL7). Then, as an administrator in the machine’s software, open its LIS or host connection settings and enter what What to enter on the machine shows: the protocol, TCP/IP with the machine as the client, the Hero Connect computer’s address and the port and, for HL7, TLS on or off to match Secure connection. Staff enter the patient’s Hero chart number as the Patient ID. If you can’t find these settings, ask the machine’s manufacturer to turn on sending results to a lab system (LIS) on your network. Its results file the same way as the GeneXpert’s and the NES’s; tests Hero doesn’t know carry no codes (see Lab machines).

9.11Chart number & filing

Enter the chart number, and know when Hero files a result

Neither machine sends a date of birth, and the LIAISON NES doesn’t send a name either. Hero finds the patient by the Hero chart number (MRN) staff enter on the machine, so it has to be right.

  1. Enter the chart number as the Patient ID for every test. Scan the patient’s barcode when you can; type it only when you can’t. On the GeneXpert it can also go in Sample ID. Hero ignores capital letters and spaces when it compares chart numbers.
  2. Run the test as usual. When it finishes, the machine sends the result, and Hero Connect passes it to Hero, usually within a minute.

Hero files a result by itself only when

  • the chart number matches exactly one patient in your practice,
  • that patient has a visit or appointment that day (not cancelled, a no-show or a hold), and
  • any name the machine sent agrees with the chart.

The result then goes into the patient’s Labs tab like any other lab, on that day’s visit, with the machine named as the source. It reaches the visit’s provider (or the patient’s primary provider) in their Results inbox. When the visit can take it, the test’s billing code is added to the visit’s charges (for example 87651-QW for a strep A test); if the visit is signed or already has a claim, add it in the visit’s Charges. A machine that sends the same result again does not file it twice, and a corrected result replaces the earlier one.

Hero holds a result in Need a chart when

What happenedWhat the reason says
No chart number on the resultThe machine didn’t send a chart number.
A mistyped or unknown numberNo chart has chart number …
Two charts could be that numberMore than one chart has chart number …
The patient has no visit that dayChart number … is …, who has no visit on …
The name the machine sent doesn’t match the chartChart number … is …, but the machine sent the name …
Part of the result didn’t arrive intactCheck the result on the machine before filing it.
Not every run is a patient result. Quality control runs, cancelled tests and results that aren’t final yet are kept under Recent with a status such as Not a patient result and are never filed. A file Hero can’t read shows Couldn’t be read.
9.12Need a chart

Work the results that need a chart

Open Lab machines in the toolbar. Its badge counts the results waiting, and the page opens on Need a chart: “Hero couldn’t put these on a chart by itself. File each one to the right chart, or dismiss it.” Physicians, administrators and staff with Record point-of-care tests can work it from any computer, not just the Hero Connect computer.

  1. Read what the machine sent. Each result shows the machine, the time, the Chart number entered, the Name sent (or No name sent), the tests and their values, and the reason it is waiting. A test Hero doesn’t recognize says Hero doesn’t know this test yet. When Hero has a likely chart, it is suggested, never filed for you.
  2. Click File to chart and choose the chart. Search for the patient as you would anywhere in Hero. Check the chart against what the machine sent before you file.
  3. Enter the collection time if Hero asks. If the machine’s clock was wrong, Hero can’t tell when the test was run and asks When was the specimen collected? Enter the date and time from your clinic’s clock. Then set the machine’s clock so the next results file on their own.
  4. Choose the visit if Hero asks. With one visit that day, Hero puts the result on it. With more than one, choose the visit the result belongs to. With none, the result goes on the chart without a visit (and no charge is added).
  5. Click File to chart. The result moves to the patient’s Labs tab and the badge count drops.

Dismiss is for test runs and anything that isn’t a patient result. Add a reason if it helps (for example “test run”) and click Dismiss result. If two people work the queue at once, the second sees Someone already handled this result.

Recent shows what came in lately, with each result’s status (Filed, Needs a chart, Not a patient result, Couldn’t be read, Dismissed), and Machines heard from lists each machine with the computer it came through (On Hero Connect: …) and the time it last sent something, in your practice’s time zone. If a machine you use every day is missing from it, open Admin → Office devices: check that its computer shows Online and the machine Ready, and click Test on the machine’s row (see Troubleshooting).

9.13Point-of-care tests

Record a urine drug screen, rapid strep, flu, urine dipstick, glucose or other point-of-care test, with or without a visit

To document in-office testing, you don’t need a lab order or an open encounter: record the result straight from the patient’s chart with Record point-of-care test, and it lands in the Labs tab like any other lab result. Use it for a urine drug screen (UDS) cup, rapid tests read by eye (strep, influenza A/B, COVID-19, RSV, urine pregnancy), a urinalysis dipstick, and meters that can’t send a result to Hero: a glucose meter, an A1c analyzer, the HemoCue Hb 801, the Magellan LeadCare II, the Welch Allyn Spot Vision Screener and hearing screeners.

  1. Open the window. Click the test tube in the patient header, or Record point-of-care test in the side panel of the chart or the open visit.
  2. Pick the test. The window lists the tests your office runs (an administrator picks them; see Choose tests), each with the machine or kit it usually comes from.
  3. Enter the result. See the table below. The lot (and expiration, where asked) is optional.
  4. Check the collection time. It starts at now, in your practice’s time zone. Change it when you are recording a test from earlier, up to 30 days back; it can’t be in the future.
  5. Leave or untick the visit charge, and click Save result. See Visit charges & notes. Hero confirms what was recorded, for example “Hemoglobin 10.9 g/dL (low)”.
TestUsually fromWhat you enter
Urine drug screenYour practice’s cupEach drug on the cup Negative, Positive or Invalid (Mark the rest negative fills in what is left), the specimen temperature, and the cup’s lot. There is no charge checkbox: 80305 goes on the visit only if your practice turned that on (see Charges & notes).
HemoglobinHemoCue Hb 801The number the meter shows, in g/dL (it reads 1.0 to 25.6). If it shows LLL or HHH, press that button instead; Hero records it as below 1.0 or above 25.6 g/dL. Cuvette lot optional.
Blood leadLeadCare II, fingerstick with the kit’s own capillary tubesThe number, in µg/dL (it reads 3.3 to 65), or press Showed LOW / Showed HIGH (recorded as below 3.3 or above 65). Test kit lot optional. Venous blood lead tests go to a lab, not the LeadCare.
Vision screeningSpot Vision Screener or another instrument-based screenerPass, Refer: complete eye exam recommended, or Unable to screen, with optional details. Upload the screener’s printout to the chart’s documents if you want it on file.
Hearing screeningThe office’s hearing screenerHow it was screened (Pure-tone screen or OAE screen), then Right ear and Left ear each Pass, Refer or Not tested.
Rapid strep, Flu A/B antigen, COVID-19 antigen, RSV antigen, COVID-19 + flu A/B antigen, Urine hCGThe office’s rapid test kit (throat swab for strep, nasal or nasopharyngeal swab for flu, COVID-19 and RSV, urine for hCG)Each result Negative, Positive or Invalid. Flu A and flu B are read separately; the combined test (one device) reads COVID-19, flu A and flu B. Invalid means the control line didn’t appear: that result wasn’t tested, so repeat the test. Test kit lot optional.
Urinalysis dipstickA 10-pad strip (Multistix 10 SG, Chemstrip 10 or similar), read by eye against the bottle’s chart or on a strip analyzerRead by: By eye (81002) or On an analyzer (81003-QW), preset to your office’s usual way. Then each of the ten pads from the strip’s chart, in reading order: leukocytes, nitrite, urobilinogen, protein, pH, blood, specific gravity, ketones, bilirubin, glucose. Mark the rest negative fills the pads not yet set whose normal is Negative; pH, specific gravity and urobilinogen are always read off the chart. A value outside the pad’s normal shows in amber. Strip lot optional.
Glucose (fingerstick)The office’s glucose meterThe number in mg/dL as a whole number (it reads 20 to 600), or press Showed LO / Showed HI (recorded as below 20 or above 600). Fasting or Not fasting is optional; a glucose not marked fasting is judged as a random glucose. Test strip lot optional.
Hemoglobin A1cThe office’s A1c analyzer (for example DCA Vantage or Afinion)The percent with one decimal (it reads 4.0 to 14.0%), or press Showed below range / Showed above range (recorded as below 4.0 or above 14.0%). Test cartridge lot optional.

The result is saved on the patient’s visit that day if they have one. The visit’s provider (or the patient’s primary provider) gets it in their Results inbox, unless they recorded it themselves. An Invalid result wasn’t tested: it never bills, and a test with an Invalid result and no Positive reaches the Results inbox naming what was invalid, so it can be repeated. A urine drug screen also counts for controlled refill checks and the Refill Center.

Who can record. Point-of-care tests is turned on under Admin → Additional Features (off by default). Physicians and administrators can record; staff need Record point-of-care tests, which front desk, medical assistant, nurse and office manager profiles have.
9.14Flags & follow-up

How Hero flags point-of-care results

Flagged results show the usual low/high/abnormal markers in the Labs tab and the Results inbox. Screening results (Refer) are shown as recorded.

Rapid tests and the urinalysis dipstick

  • Rapid tests (strep, flu, COVID-19, RSV, the combined test, urine hCG): a Positive is flagged abnormal. Negative is normal, and Invalid carries no flag.
  • Dipstick pads: a value outside the pad’s normal is flagged abnormal. Normal is Negative for leukocytes, nitrite, protein, blood, ketones, bilirubin and glucose; pH 5.0 to 8.0; specific gravity 1.005 to 1.030; urobilinogen 0.2 or 1 mg/dL.

Glucose and A1c, by ADA thresholds

ResultFlagged
Glucose below 70 mg/dL (below 54 is ADA level 2 hypoglycemia), or LOLow
Glucose marked Fasting, 100 mg/dL or more (100 to 125 prediabetes range, 126 or more diabetes range)High
Glucose not marked fasting, 200 mg/dL or more, or HIHigh
A1c 5.7% or more (5.7 to 6.4% prediabetes range, 6.5% or more diabetes range), or above rangeHigh
A1c below range (below 4.0%)Low

A meter or analyzer result isn’t a diagnosis: confirm a high glucose or A1c with a laboratory test.

Low hemoglobin, by age and sex

Hero flags a hemoglobin below the WHO 2024 anemia cutoff for the patient’s age and sex on the collection date. It doesn’t flag a baby under 6 months, a patient whose date of birth is missing, or (from age 15) a patient whose sex isn’t recorded as female or male. Pregnancy isn’t asked, so a pregnant patient is judged by the non-pregnant cutoff.

AgeFlagged low below
6 to 23 months10.5 g/dL
2 to 4 years11.0 g/dL
5 to 11 years11.5 g/dL
12 to 14 years12.0 g/dL
15 and older, female12.0 g/dL
15 and older, male13.0 g/dL

Blood lead at or above 3.5 µg/dL

A capillary lead at or above the CDC blood lead reference value (3.5 µg/dL) is flagged, and the result carries a comment saying how soon to confirm it with a venous blood lead test at a laboratory:

Capillary resultConfirm with a venous test
3.5 to 9.9 µg/dLWithin 3 months
10 to 19.9 µg/dLWithin 1 month
20 to 44.9 µg/dLWithin 2 weeks
45 µg/dL or higherWithin 48 hours
Order the venous confirmation separately. The comment is a reminder, not an order: place the venous blood lead test with your reference lab (see Lab orders). Never run venous blood on the LeadCare II.
9.15Charges & notes

Visit charges and the .poc dot phrase

The visit’s charge

When the test is linked to a visit that can take the charge, the window shows a ticked checkbox such as Add 85018-QW to today’s visit charges (Add 87804-QW x2 … for flu A and B). Untick it to skip the charge. The charge goes on the open visit’s Charges right away, and a code already on the visit is not added twice.

TestCode added
Hemoglobin85018-QW
Blood lead, capillary83655-QW
Vision screening (Pass or Refer)99177; nothing when Unable to screen
Hearing screening, pure-tone92551
Hearing screening, OAE92558
Rapid strep87880-QW
Flu A/B antigen87804-QW, one unit per type read (x2 for flu A and B)
COVID-19 antigen87811-QW
RSV antigen87807-QW
COVID-19 + flu A/B antigen87428-QW, only when all three results were read
Urine hCG81025
Urinalysis dipstick81002 read by eye; 81003-QW on an analyzer
Glucose (fingerstick)82962
Hemoglobin A1c83036-QW
Urine drug screen80305, only when your practice turned on Add 80305 to the visit when a cup is logged; otherwise none

An Invalid result never bills: a rapid test with every result Invalid adds nothing, and flu A/B with one Invalid adds one unit. The combined COVID-19 + flu A/B test with any Invalid adds nothing; the window says to code 87428-QW by hand or repeat the test.

The cup has no checkbox. With Add 80305 to the visit when a cup is logged on (see Choose tests), saving the cup puts 80305 on the patient’s visit that day, and the saved message says what happened to it. A cup logged before the day’s visit note exists gets its 80305 when that note is started. It never goes on a future appointment.

A hearing screen with only one ear tested adds the code with modifier 52. If the visit is signed, already has a claim, or you can’t edit its charges, the window says why and who can add the charge (for a signed visit, in an addendum). A result not linked to a visit says so, and the provider can add the charge to a visit later.

In the note

Type .poc in the note to insert the day’s point-of-care results, or .uds for the newest urine drug screen (see the note writer). .poc writes one line per test at its collection time, with its values and flags. A rapid test reads as recorded, for example Flu A/B antigen: flu A negative, flu B positive. A dipstick lists the abnormal pads first, each marked (abnormal), then the normal ones: Urinalysis dipstick: leukocytes small (1+) (abnormal), nitrite positive (abnormal), urobilinogen 0.2 mg/dL, protein negative, …

9.16Choose tests

Choose the tests your office runs and the drugs on the cup (administrator)

Administrators set up point-of-care testing in the same Record point-of-care test window, from any patient’s chart.

  1. Choose the tests. Click Choose tests. Under Tests this office runs, tick the tests your office does (each says what it records and its code) and click Save tests. Everyone recording a test then sees only those. A test stays off until it is ticked here: a practice that never saved this list sees the original five (urine drug screen, hemoglobin, blood lead, vision screening and hearing screening), and rapid strep, flu, COVID-19, RSV, the combined COVID-19 + flu A/B test, urine hCG, the urinalysis dipstick, glucose and A1c appear only once ticked.
  2. Set the cup’s charge and the dipstick’s reading. In the same panel, Add 80305 to the visit when a cup is logged (off until ticked) puts the cup’s code on the visit of the day it was collected, never a future appointment. Once the urinalysis dipstick is ticked, The urinalysis dipstick is usually read sets the Read by preset: Ask each time (until you choose), By eye (81002) or On an analyzer (81003-QW). Whoever records can still change it for one strip. Both save with Save tests.
  3. Change the cup. Pick the urine drug screen, click Change the cup, and set the drugs your cup tests so the form matches the cup in your hands.
Machines that can send results (GeneXpert Xpress, LIAISON NES and other ASTM or HL7 lab machines) don’t need to be recorded by hand: connect them through Hero Connect instead.

Need help? Email support@heroemr.com.