Catenix — Connected Diagnostics

❓ Help & quick guide

Catenix manages point-of-care testing from patient registration through to the verified report. Move between sections with the left sidebar; press Ctrl+K to search and jump anywhere. The actions available to you depend on your role.

1 · Register a patient

Open Patients and choose Register.
Enter the patient's details — required fields are marked; your clinic may have added its own questions.
Save. The patient is given a permanent patient ID and is matched on return visits.

2 · Check in & label the sample

Find the patient and choose Check in.
This creates the visit (encounter) and a unique accession number.
Record any check-in measurements (height, weight, BP…) the clinic asks for.
Print the tube label and apply it to the sample — the barcode is how results find the patient.

3 · Run the test & review results

Run the sample on the analyser; results arrive automatically in Results Explorer.
Each result is matched to the patient by the accession barcode.
Open a result to approve it, or reject it with a reason. Critical results are highlighted.
A result from a device whose QC has failed is quarantined — held until a clinician releases it.

4 · Quality control

In QC, record a QC run for a device, analyte and level.
The Levey-Jennings chart flags Westgard-rule breaches automatically.
Comment on or exclude a stray QC point so it doesn't skew the statistics.
Clear a QC lockout once the underlying issue is resolved.

5 · Reports

Open a completed encounter and choose Generate report.
Review the PDF, then deliver it to the patient through the secure link.

6 · Admin & configuration

The admin portal at /admin handles client onboarding, users, roles & permissions, intake forms, sites, reference ranges and modules. Multi-site clinics pick their active site from the header so every action is attributed to the right site.

Frequently asked questions

A result isn't showing against the patient.: Check the accession barcode on the tube matches the encounter's. Results match by accession — a mistyped or missing barcode leaves a result unlinked.
Why is a result “quarantined” or on hold?: It came from a device whose QC had failed. Resolve the QC issue, then a clinician can release the result.
I get a permission error doing something.: Your role doesn't include that action. An admin can adjust what each role may do under Roles & Permissions in the admin portal.
How do I add a user, site or device?: Users, sites and client onboarding are in the admin portal (/admin). Devices appear automatically when the gateway connects, or can be added in the Devices tab.
A device shows offline.: Check the gateway PC is on and connected and the analyser is powered and on the network. Recent device events are listed in the Devices tab.
How do I change reference ranges or report wording?: Reference ranges and interpretive text are clinic-configured in the analyte registry — ask your administrator.
I've forgotten my password.: An admin resets it from the Users screen in the admin portal.
Can I work across more than one site?: Yes — if you're authorised for several sites, pick your active site from the header; your work is attributed to that site.

Need more detail? See the Catenix commissioning guide, or contact your administrator.

📋 Recent Results

Group by sample

Quick filters

Time	Patient	Test	Value	Range	Status	Review	Device	Operator	Actions

🔍 Advanced Result Search

Patient ID

Analyte / Test

Min Value

Max Value

Status

Device

Operator

Review Status

Match Status

From Date

To Date

Results

Group by sample

	Time ↕	Patient	Analyte ↕	Value ↕	Unit	Range	Status	Review	Device	Operator	Actions

Operator Administration

Who Can Cover What Today

Select refresh to load the eligibility roster.

On several analysers the roster Catenix sends is the device-side access control, so only operators competent today are ever included.

Operator Performance Leaderboard

#	Operator	Name	Metric Value	Tests	QC Rate	Scorecard

Compliance Rate

Target: >90%

⚠ Expiring Soon

Operator	Name	Device	Days	Action

🔴 Expired

Operator	Name	Device	Overdue	Action

Auto-Recertification Rules

Device	Rule Name	Enabled	Period	Stage	Requirements	Actions

Runs

Run	Device	Assay / panel	Wells	Controls	Verdict	Decision	Results	Last seen

QC workflow

Overdue by analyser and ward, controls, failure reviews, monthly sign-off, lot change, IQCP

Levey-Jennings — Westgard Multi-Rule QC

CUSUM Overlay

QC Results

→ Auto-accept device QC

Per page

Time	Device	Analyte	Lvl	Value	Z	Status	Kind	Op	Actions

Westgard rules

Rules apply to QC recorded from now on. Changing them never re-judges a run that has already been reviewed and signed.

QC Lockouts

Device	Analyte	Reason	Since	Action

QC Materials

Material	Analyte	Lvl	Target	SD	Device	Status	Actions

Total Devices

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Live now

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Idle

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Errors today

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Quarantined

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Low stock

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🗄 Device Registry

Show retired

	Device	Vendor / Model	Serial	Firmware	Site	Status	Service due	Actions

Catenix Marketplace

Supercharge your clinic — add modules, mobile apps and integrations. One platform, grows with you.

Accreditation evidence pack

ISO 15189:2022 clause coverage, evidence links, unified registers, packs with a content hash

✅ CAPA — Corrective & Preventive Actions

Reference	Title	Priority	Status	Assigned	Due	Created	Actions

🧾 Report Templates

Define how patient/GP PDF reports are laid out — header text, footer, logo, section order and display options. Templates hold presentation only; result values, ranges and any flag come straight from the analyser/clinician record (no interpretation is added here).

Name	Description	Default	Updated	Actions

Online

Degraded

Offline

Total Devices

🛰 Gateway Fleet

Edge agents · spool backlog, delivery, last heartbeat

Status	Agent	Site	Devices	Msg/min	Spool backlog	Pushed	Failed	Last heartbeat

Device Connectivity Status

Real-time heartbeat monitoring · Auto-refresh 30s

Status	Device ID	Agent	Connection	Last Seen	Silent	Uptime 24h	Msg/min	Buffered	Pushed	Failed

Offline Alerts

Devices silent > 10 minutes

Device	Agent	Last Seen	Silent (min)

Heartbeat History

Select a device to view 24h timeline

Gateway Logs

Auto 15s

Logs shipped by edge gateways for remote diagnostics · newest first. Each gateway also keeps a local log file.

Time (UK)	Level	Agent	Message

🔬 Wire Traces — Transaction Inspector

Auto 15s

Every raw message body the gateway received from each analyser — verbatim, pre-parse. Click a row to view the full payload (decoded text + hex). Captures HL7 frames, POCT-1A2 XML, Wondfo proprietary bytes, Ozelle HTTP responses.

Time	Device	Protocol	Dir	Bytes	Summary	From

Audit Trail (21 CFR Part 11 / ISO 15189:2022)

Configuration

System Setup

🏥 Sites

Physical locations within this tenant. The audit log filters by site, and every login picks a site (auto-selected when there's only one).

Name	Code	Address	Primary	Status	Actions

🔄 Result Workflow Rules

Controls how results flow from device → review → EHR

🏥 EHR / LIS Push Settings

Configure where approved results are sent

📡 EHR Endpoints

Name	Protocol	Host	Auto Push	Status	Sent	Failed	Actions

🧪 QC Lockout Policy

📊 Reference Ranges

Test	Name	Device	Normal	Critical	Unit	Auto-Verify	Delta	Actions

🔔 Notifications

⚙ System

📧 Email / SMTP Settings

SMTP Host

SMTP Port

Username / Email

Password / App Password

From Address (optional)

Use TLS

🎨 Report Branding

Customize colors, fonts, and footer text for patient reports.

Primary Color

Secondary Color

Accent Color

Footer Left

Footer Right

Users & Roles

Add team members to your clinic, set each person's role, reset passwords and activate/deactivate access. You only see and manage users in your own tenant.

Two-factor policy

Roles that must use an authenticator app. Anyone in these roles without it is held at sign-in until they enrol.

Grace until

Name	Username	Role	Status	Actions

📁 Controlled Documents

Document	Type	Version	Status	Review due	Sign-offs	AI	Actions

Approved versions are immutable and carry tamper-evident signatures; corrections are made by uploading a new version. "AI" connects the approved document to the AI assistant's knowledge base so staff answers are grounded in your own procedures.

Performance Limits

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Violations (7d)

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Advisor Proposals

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PBRTQC Alerts

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⚠️ Performance-limit violations (last 7 days)

When	Analyte	Device	Lvl	Measured	Target	Dev%	Status	Breach

Evaluated against your configured limits (CLIA / EFLM / user), independently of Westgard. Read-only: nothing here blocks testing.

Deadlines, investigations and annual summary

Overdue Submissions

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Due Soon

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EQA Failures

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Schemes

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🏛️ Schemes

Code	Scheme	Body	Country	Calendar

WEQAS, UK NEQAS and RIQAS publish annual distribution and return-date calendars: import the published calendar CSV against a scheme, or generate a regular cadence. Dates always come from the scheme's own document.

📅 Submission deadlines

Cycle	Deadline	Status

✅ CLIA six-element completeness

Operator	Device	Elements met	Missing	Next due	Packet

Each operator-device pair scored against the six CLIA competency elements, with the CAP cadence (first assessment within 7 months of testing start, second by 12 months, annual after) driving the Next due column. The per-operator packet is the inspection-ready PDF for one person; the Inspection pack button bundles the whole service.

Compliance Score

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Open Incidents

GDPR Requests

Consent Rate

Accreditation readiness, scored live from your platform data. Click a framework to see its detailed checklist.

Compliance Checklist

Status	Requirement	Details

Total Sites

Total Results (30d)

Total Devices

Cross-Site Alerts

Site Overview

Aggregated KPIs per site / tenant

Site	Results (30d)	Devices	Operators	QC Pass Rate

Cross-Site Alerts

Metric Comparison

🔍 Check Operator Access

Operator ID

Device ID

Device Model

📋 Lockout Rules

Rule	Type	Device	Severity	Active	Config	Actions

📊 Recent Lockout Events (24h)

Time	Operator	Device	Rule	Severity	Reason	Override

Patient Results Distribution

QC Compliance

Operator Certifications

Device Workload (Tests by Device)

Results Trend Over Time

⏱ Turnaround Time — Check-in → Result Available

Elapsed time from patient check-in to the result first appearing on the platform.

Device Workload Detail

QC Performance by Device Model

📅 Scheduled Reports

Name	Report	Frequency	Time	Recipients	Next Run	Last Run	Status	Actions

📜 Report Generation Log

⏱ Turnaround Time (TAT) Analytics

TAT STAGES (avg minutes)

DAILY TAT TREND

TAT BY TEST TYPE

Test	Count	Avg TAT (min)

TAT BREACHES (>60 min)

Result	Patient	Test	TAT (min)	Time

📡 LIS/EHR Integration

📋 Inbound Orders (from LIS)

Order	Placer#	Patient	Test	Provider	Priority	Status	Result

👁 HL7/FHIR Message Preview

Result ID

Ask anything about your data

📊

AI-Powered Data Explorer

Ask questions in plain English about your results, devices, operators, QC data, and more. The AI translates your question into a database query, executes it, and generates interactive charts.

Suggested Queries

Query History

No queries yet

📚 Knowledge Base

💬 Conversations

🤖 Catenix AI

Catenix AI

Ask me about your POCT devices, QC results, troubleshooting, reference ranges, or anything in your uploaded documents.

🩺 Clinician Workspace

↗ Pop out

Recent patients

Today's encounters

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📋

Choose a patient from the left rail, or search above, to open their chart.

Catenix records every patient-profile open. Display only — no clinical decision support.

Total Encounters

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Registered

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In Progress

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Reports Generated

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🩺 Patient Encounters

Patient	Encounter	Accession	Programme	Date	Status	Actions

🏥 Clinic Identity

Appears on reports, labels, registration page, and patient emails.

Clinic Name

Phone

Website

Address

Base URL (for email links)

Default Clinician

Name

Registration

Clinic Logo

PNG/JPG, max 500KB. Report cover page + header.

📧 Email Settings (SMTP)

Configure SMTP to email results, registration links, and check-in links to patients.

SMTP Host

Port

Username

Password

From Address

📅 Appointment Scheduling

Configure daily session limits, operating hours, and appointment slot settings.

Sessions Per Day

Slot Duration (min)

Concurrent Rooms / Stations

How many patients can be seen simultaneously (e.g. 3 rooms = 3)

Start Time

End Time

Buffer Between Slots (min)

Advance Booking (days)

💳 Payment Settings (Stripe)

Configure Stripe for online payments during patient registration.

Publishable Key

Secret Key

Webhook Secret

Currency

Allow Pay Later

Deposit Mode

📋 Screening Programmes

Packages available during patient registration and check-in.

Click any package above to edit its analytes, pricing, and includes.

📜 Consent Text

Customise the consent text shown during check-in. Use {clinic_name} as a placeholder.

Test Consent Data Usage Consent

Consent Version

🏥 Clinical Scores

Enable/disable clinical risk scores calculated in reports.

Metabolic Syndrome FIB-4 (Liver Fibrosis) eGFR (Kidney Function) CVD Risk Score Diabetes Risk

🔍 Key Findings & Intelligence

Control how the AI-powered intelligence engine generates insights.

Max Key Findings

Severity Threshold

Show Recommendations Show Borderline Results Show Normal Panels

🧪 Result Handling

Control how duplicate and multi-device results appear in reports.

Deduplication Strategy

🎨 Report Branding

Colours and styling for PDF reports.

Primary Color

Secondary Color

Accent Color

Footer Left Text

Footer Right Text

Cover Subtitle

Logo Position

Show Portal QR Code on Cover

📝 Custom Text

Override default text in report sections. Leave blank for defaults.

Cover Tagline

Prepared By Text

Executive Summary Intro

Custom Disclaimer Text

Footer Disclaimer (small print)

🌍 Locale & Units

Date Format

Units System

Language

Timezone

👁️ Preview & Export

🧬 Test Library — Analyte Configuration

Configure what appears in reports for each test — reference ranges, patient-facing text, interpretations for high/low results. Click any row to edit.

Code	Test Name	Category	Unit	Reference Range	Report	Edit / Rules

📦 Health Screening Packages

Define bundled test packages with pricing for private clinic clients. Each package maps to specific analytes and includes configurable service add-ons.

💷 Invoices

Invoice #	Patient	Package	Total	Status	Payment	Date	Actions

Calendar

Mon

Tue

Wed

Thu

Fri

Sat

Sun

Slot Capacity —

Day Schedule

Time	Patient	Package	Status	Actions

All Appointments

Date	Time	Patient	Package	Status	Actions