Lab Test Compliance Rules
Lab Test compliance rules allow you to require that a participant report a test result in TrackMy. This compliance type does not include Tuberculosis tests. See Tuberculosis Test compliance rules.
If you do not see the buttons described here, contact your TrackMy Client Success team to be granted the necessary admin permissions.
Create a Lab Test Rule
In your admin/clinical portal, go to Manage Compliance:
At the bottom of the Manage Compliance Rules page, click Add New Rule:
For the compliance rule type, select Lab Test.
Select the test type to which the rule will apply.
You can select multiple test types within the same Disease Type.
Enter the ruleset name.
Select configurations.
The following describes each configuration option in the Lab Test Compliance Rule Wizard.
Participant Groups
Does this rule apply to a specific group?
No: The compliance requirement is not limited to a user group and will apply to all users.
Yes: The compliance requirement will only apply to users in the select user group(s).
You must select at least one user group to which the rule applies.
Test Status
Is the user compliant upon submitting the test?
No: A test record must have the Validated status to be compliant.
Yes: Users can meet compliance requirements upon submitting the form, even if the self-reported test is pending.
Test Result
Is a specific result required to meet compliance?
No: The result of the test is not considered for compliance.
Yes: The test record must have the selected result to be compliant.
Multiple Tests
Are multiple tests required to meet compliance?
No: The user can be compliant after submitting one test record.
Yes: The user must complete the required tests within the specified period.
Example: 2 tests that meet the compliance requirements must be completed no more than 5 days apart.
Test Age Limit
Does the test need to be completed within a specified time period?
No: The test record can be compliant with any date.
Yes: Defines a time frame that the test must have been resulted in to be compliant. This is only evaluated at the time the test record is created. This is measured by either:
Maximum number of days old - Defines how old the test can be on the day of submission.
Example: The test(s) must have been completed within the last 365 days.A cutoff date - Defines a date after which the test must be completed.
Example: The test(s) must be completed after 2/01/2025.
Edit a Lab Test Rule
In your admin/clinical portal, go to Manage Compliance:
For the rule, click Edit.
On the rule summary page, click Previous to navigate through the wizard and update any settings.
Return to the rule summary page and Save.
Triggering events for Lab Test Compliance Rules
The only way for a participant to become compliant is to submit the required test type. There are no accommodations, declinations, or other alternatives for the user to submit.
The following events will trigger a Lab Test to be evaluated for compliance:
Lab Test is submitted by participant
Status change
Admin updates lab test status to Validated after review
Lab test is submitted by a clinician for the patient (via SFP test workflow)
Lab Test status and compliance
Due to the ability to set a default status for a test submission within Configure Test Types, and the ability to set the required status in the Rule Wizard, it is important to understand how the two settings work together.
When a user will immediately be compliant upon submitting the test
Test default status is set to Pending + Rule Wizard is set to accept Pending status
Test default status is set to Validated + Rule Wizard is set to require Validated status
Test default status is set to Validated + Rule Wizard is set to accept Pending status
When a user will remain not compliant until after form review
Test default status is set to Pending + Rule Wizard is set to require Validated status