> ## Documentation Index
> Fetch the complete documentation index at: https://docs.blis.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating Accessions

> Step-by-step guide for creating new accessions in bLIS.

## Overview

Creating an accession is the first step in the testing workflow. An accession groups together a subject, samples, and test orders for a specific testing event.

<Note>
  You must have **Lab Tech** or higher permissions to create accessions.
</Note>

## Before You Start

Gather the following information:

* **Subject Information** — Case ID and any additional identifiers
* **Sample Details** — Sample types, collection dates, and tube types
* **Test Orders** — Which tests need to be performed
* **Organization Details** — Client organization and receiving lab

## Creating a New Accession

<Steps>
  <Step title="Navigate to Create Accession">
    From the home page, click the **New Accession** button (usually in the top navigation or sidebar).
  </Step>

  <Step title="Enter Subject Information">
    **If the subject exists:**

    * Start typing the Case ID or name
    * Select the matching subject from the dropdown
    * Existing information will auto-populate

    **If this is a new subject:**

    * Enter the Case ID (required)
    * Add Date of Birth if available
    * Select Sex (for sex-specific reference ranges)
    * Add any additional identifiers (MRN, UNOS ID, etc.)
  </Step>

  <Step title="Add Organization Details">
    * **Creating Organization** — The client submitting the request
    * **Receiving Lab** — Your laboratory (usually pre-selected)
    * **Reference Lab** — If tests will be sent out (optional)
  </Step>

  <Step title="Set Priority and Details">
    * **Priority** — Routine, Urgent, or STAT
    * **Requisition ID** — External reference number (if applicable)
    * **Tracking ID** — Shipping tracking number (optional)
    * **Collection Timezone** — Timezone for sample collection timestamps
  </Step>

  <Step title="Add Samples">
    For each sample:

    * **Sample Type** — Blood, serum, urine, etc.
    * **Tube Type** — EDTA, SST, etc.
    * **Collection Date/Time** — When the sample was collected
    * **Additional Fields** — Depending on your lab's configuration (lot number, expiration, source, etc.)

    Click **Add Sample** to add multiple samples to the accession.
  </Step>

  <Step title="Add Test Orders">
    Select the tests to be performed:

    * **By Panel** — Choose a panel (e.g., CBC) to add all tests in that panel
    * **Individual Tests** — Add specific tests one at a time
    * **Link to Sample** — Specify which sample each test should use

    You can add multiple test orders, each linked to the appropriate sample.
  </Step>

  <Step title="Review and Submit">
    * Review all entered information
    * Check for any validation errors (shown in red)
    * Click **Submit** to create the accession

    The accession will be created with status **New**.
  </Step>
</Steps>

## Required Fields

Minimum required information to create an accession:

| Field                       | Description                                               |
| --------------------------- | --------------------------------------------------------- |
| **Case ID**                 | Subject identifier (creates new subject if doesn't exist) |
| **Creating Organization**   | Client submitting the request                             |
| **At least one Sample**     | Sample type and tube type                                 |
| **At least one Test Order** | Test to be performed                                      |

<Warning>
  bLIS will highlight missing required fields in red. You cannot submit an accession until all required fields are filled.
</Warning>

## Tips for Efficient Entry

<AccordionGroup>
  <Accordion title="Use Panels for Common Test Groups">
    Instead of adding tests one by one, use panels to add multiple related tests at once. For example, selecting the "CBC" panel automatically adds all complete blood count tests.
  </Accordion>

  <Accordion title="Search for Existing Subjects">
    Always search for existing subjects before creating a new one. Start typing the Case ID and bLIS will show matches. This prevents duplicate subject records.
  </Accordion>

  <Accordion title="Save Templates for Recurring Test Combinations">
    If your lab frequently orders the same combination of tests, ask your administrator to create panels or test order templates.
  </Accordion>

  <Accordion title="Use Keyboard Shortcuts">
    Press **Tab** to move between fields quickly. Press **Enter** in dropdowns to select the first match.
  </Accordion>
</AccordionGroup>

## After Creating the Accession

Once created, the accession will:

1. Appear in the accession list with status **New**
2. Be assigned a unique 8-digit accession ID
3. Be ready to receive specimens when they arrive at the lab

### Next Steps

<CardGroup cols={2}>
  <Card title="Receive Specimens" icon="box-open">
    When specimens arrive, mark the accession as received to begin testing.
  </Card>

  <Card title="Print Labels" icon="tag">
    Generate barcode labels for sample tracking (if label printing is configured).
  </Card>
</CardGroup>

## Common Issues and Solutions

<AccordionGroup>
  <Accordion title="Subject already exists">
    If you try to create a new subject with a Case ID that already exists, you'll see an error. Search for the existing subject instead.
  </Accordion>

  <Accordion title="Missing test specifications">
    If a test you need isn't available, contact your lab administrator. Test specifications must be configured before tests can be ordered.
  </Accordion>

  <Accordion title="Validation errors on submit">
    Check for red borders or red text indicating missing or invalid fields. Common issues:

    * Missing required fields
    * Invalid date formats
    * Sample without test orders, or vice versa
  </Accordion>
</AccordionGroup>

## Related

<CardGroup cols={2}>
  <Card title="Viewing Accessions" icon="eye" href="/guides/viewing-accessions">
    Learn how to find and view accessions.
  </Card>

  <Card title="Managing Accessions" icon="list-check" href="/guides/managing-accessions">
    Complete workflow for receiving and processing.
  </Card>

  <Card title="Subjects Concept" icon="user" href="/concepts/subjects">
    Understanding subject records.
  </Card>

  <Card title="Samples Concept" icon="vial" href="/concepts/samples">
    Learn about sample tracking.
  </Card>
</CardGroup>