> ## 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.

# Managing Accessions

> Step-by-step guide for creating, receiving, and tracking accessions in bLIS.

## Creating an Accession

<Steps>
  <Step title="Navigate to Accessions">
    Click **Accessions** in the main navigation, then click the **New Accession** button.
  </Step>

  <Step title="Select or create a subject">
    Search for an existing subject by name, date of birth, or medical record number. If no match is found, you can create a new subject record.
  </Step>

  <Step title="Add specimen information">
    Enter the specimen details including sample type, tube type, collection date, and collector information.
  </Step>

  <Step title="Order tests">
    Select the tests or panels to be performed. You can search by test name or browse available panels.
  </Step>

  <Step title="Set priority and organizations">
    Choose the priority level (routine, urgent, or STAT) and confirm the creating and billing organizations.
  </Step>

  <Step title="Submit">
    Review the accession details and click **Create** to submit it.
  </Step>
</Steps>

## Receiving Specimens

When specimens arrive at the lab, they need to be received into bLIS:

<Steps>
  <Step title="Find the accession">
    Search for the accession by ID or scan the specimen barcode.
  </Step>

  <Step title="Verify the specimen">
    Check that the specimen label matches the accession, the specimen is in acceptable condition, and sufficient volume is present.
  </Step>

  <Step title="Record any issues">
    If the specimen has quality issues (hemolyzed, lipemic, insufficient quantity, etc.), flag them during receiving.
  </Step>

  <Step title="Mark as received">
    Confirm receipt to update the accession status. The ordered tests are now ready for processing.
  </Step>
</Steps>

<Warning>
  Always verify specimen identity before receiving. Receiving the wrong specimen can lead to incorrect results being associated with a subject.
</Warning>

## Tracking Accession Status

The Accessions list shows all accessions with their current status. You can filter by:

* **Status** — Created, Received, In Progress, Completed
* **Priority** — Routine, Urgent, STAT
* **Date range** — Filter by creation or received date
* **Organization** — View accessions for a specific client organization

## Placing an Accession on Hold

If work on an accession needs to be paused (for example, waiting for a replacement specimen), you can place it on hold:

1. Open the accession
2. Select **Place on Hold**
3. Enter a reason for the hold
4. The accession will be flagged as on hold until it is released

<Tip>
  Accessions on hold are visually highlighted in the accession list so they're easy to identify and follow up on.
</Tip>