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Aperio eSlide Manager

Aperio eSlide Manager

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Overview: The Aperio eSlide Manager User’s Guide is a comprehensive manual for using the Aperio eSlide Manager software, applicable to Release 12.5 and later. It is intended for pathologists, histotechnicians, and laboratory managers to manage digital pathology images.

Specifications and Performance: Users should consult the Aperio eSlide Manager System Requirements document for client workstation and monitor specifications. Installation must be conducted by a trained Leica Biosystems Technical Services representative.

Intended Use: Aperio eSlide Manager is a digital pathology image management application that enables lab personnel to retrieve, assemble, store, and manage digital whole slide images with associated metadata.

Installation and Maintenance: The software requires installation by a trained representative. Regular maintenance and monitor calibration are necessary for optimal performance. Users should adhere to cybersecurity protocols to protect against malware and data breaches.

Data Management: The guide details organizing and managing data within the software, including data entry, barcode usage, and managing data relationships. It also covers user roles and data groups.

Viewing and Managing Digital Slides: Instructions are provided for viewing digital slide images, adding data, and managing cases, specimens, and digital slides. Tips for using digital slide viewers and managing third-party images are included.

Customer Support: Contact information for technical assistance is provided for various countries, ensuring users can access support as needed.

Symbols and Notices: The document includes explanations of symbols used in device labeling and important notices regarding the use and maintenance of the software.

Opening Digital Slide Images: Instructions are provided for opening digital slide images using Aperio WebViewer and Aperio ImageScope. Automatic image viewing can be enabled or disabled as needed.

Conferencing: Guidelines for starting and participating in conferences are outlined, including setting up the conference window and hosting or joining a conference.

Data Management: Details on moving, copying, and cloning data within the Aperio eSlide Manager are provided. This includes synchronizing changes, preserving data structures, and using specific commands for data management.

Searching Data: The document explains how to perform free-text searches, use advanced search criteria, and manage saved searches within the Aperio eSlide Manager.

Image Analysis: Information on analyzing digital slides using Aperio algorithms is included, along with batch analysis processes and managing algorithm macros.

Network Case Workflows: An overview of network case workflows is provided, detailing user roles, navigation, case assembly, and collaboration processes.

Reporting: The document outlines the prerequisites for reporting, how to create and manage reports, and the process for signing and revising reports.

Aperio eSlide Manager Overview: This document introduces the Aperio eSlide Manager, a digital pathology information management system that integrates high-resolution digital slides into the pathology workflow. It allows for the viewing, management, and analysis of digital slides alongside other related documents and images. The system supports remote and collaborative work, enabling automated image analyses and case management.

Creating and Managing Workspaces: The guide provides instructions on creating and opening workspaces (dashboards) and highlights other dashboard features. This section is crucial for users to customize their workspace for efficient data management.

Managing Aperio Services: Instructions are provided for accessing the Service Manager, which is essential for managing the services related to the Aperio eSlide Manager.

Getting Started: Users must log in to use the Aperio eSlide Manager. The document outlines the login process, including selecting user roles and setting personal preferences. It also provides tips for handling session timeouts, account locks, and password changes.

Main Page Tour: The main page of the Aperio eSlide Manager is described, including its configurable features like data icons, menu bar, and search functionalities. The menu provides access to data, analysis, administrative settings, and network case workflows.

Data Organization: The document explains how data is organized in Aperio eSlide Manager, tailored to clinical, research, and educational users. It describes the hierarchy of data organization, which includes cases, specimens, and digital slides for clinical users, and projects and courses for research and educational users, respectively.

General Tips: General operational tips are provided, such as the automatic association of images with digital slides and the addition of documents to data tables. Status and error messages are also discussed to help users troubleshoot issues.

Overview of Aperio eSlide Manager: Aperio eSlide Manager is a tool used to organize and manage digital slides, specimens, and associated data within a structured hierarchy. The hierarchy includes clinical cases, research projects, and educational courses, each with associated specimens and digital slides. The system allows for the addition of child data to parent data, provided the user has the necessary permissions.

Data Hierarchy and Permissions: The data hierarchy is organized into tables, with cases/projects/courses at the top level. Users must have Full Control permissions to add or edit data within these tables. Permissions are managed by user roles, which define the level of access and capabilities a user has within the system.

User Roles: User roles are predefined to suit different needs, such as Lab Supervisor, Pathologist, Researcher, and Technician. Each role has specific access rights and capabilities, such as scanning slides, analyzing data, or managing administrative tasks.

Data Groups: Data groups categorize data into specific categories, allowing users to access data relevant to their role. Access to data groups is controlled by permissions, and users may not see all data if they lack access to certain groups.

Data Pages: There are two types of data pages: List Pages and Details Pages. List Pages provide a summary of related data, while Details Pages offer in-depth information about a specific item. Users can navigate and manage data using these pages.

Data Entry and Management: Data fields accept alphanumeric input, with date fields requiring a specific format. Changes to data fields are highlighted until saved. Barcodes can automate data entry, and integration with Laboratory Information Systems (LIS) is supported for data interchange.

Compliance and Auditing: The optional Compliance module allows for auditing data changes, requiring reasons for changes and electronic signatures for certain actions. This ensures data integrity and accountability.

Commands and Navigation: Users can perform various commands on data items, such as sorting, opening, deleting, and exporting data. The system supports both list and folder views for organizing data, and commands are dependent on user permissions.

Conclusion: Aperio eSlide Manager is a comprehensive tool for managing digital slide data, with robust features for data organization, user role management, and compliance. It supports efficient data handling through automated processes and integration with external systems.

Overview: The document is a user guide for the Aperio eSlide Manager, a software tool by Leica Biosystems for managing digital slides and associated data. It provides detailed instructions on various functionalities such as viewing, analyzing, sorting, exporting data, and managing cases and specimens.

Key Sections:

Data Management: Users can view images, analyze slides, and manage data through commands like Move, Copy, Clone, and Assign. Full control permissions are required for associating child and parent data groups.
Unassigning Data: Instructions are provided for unassigning digital slides and specimens from parent data to prevent deletion when a case, project, or course is deleted.
Sorting Data: Multi-level sorting allows users to organize data by multiple columns. The guide explains how to select columns, set sort order, and save settings.
Exporting Data: Data can be exported in CSV or tab-delimited formats. Options include exporting image analysis results and choosing data layout and delimiters.
Detail Pages: Detail pages provide hierarchical information on cases, specimens, and slides. Users can add attachments and view reports from these pages.
Adding Data: The guide covers adding cases, specimens, and digital slides, emphasizing the importance of correct permissions and data group assignments.

Critical Information:

Permissions: Proper permissions are crucial for data management tasks, including associating data groups and adding new data.
Data Export: Users must choose appropriate export options to ensure data integrity and compatibility with applications like Microsoft Excel.
Data Organization: Flexibility in data arrangement allows customization to suit organizational needs, whether through cases, projects, or direct slide management.

Composite Digital Slides: Composite digital slides, such as ACI or Mirax, cannot be directly added to Aperio eSlide Manager. Instead, use the Universal Image Importer. Ensure permissions are correctly set.

Adding Digital Slides: To add digital slides, navigate to the eSlides menu, enter the number of slides, fill in the necessary information, assign a Data Group, and click Add.

Adding Images to Digital Slides: Images can be added by referencing or uploading. Referencing is recommended for large files. Third-party images have specific dimension requirements.

Creating Digital Slides from Server Folders: Select a folder containing image files to create digital slides. Reassign images if necessary.

Viewing Digital Slides: Use Aperio WebViewer or ImageScope to view slides. The default viewer is set by the system administrator. Instructions are provided for opening slides in both viewers.

Conferencing: Use Aperio WebViewer to host or participate in conferences. Hosts can invite participants, share control, and end conferences. Participants can request control and chat.

Moving, Copying, and Cloning Data: Instructions are provided for moving or copying image files within Aperio eSlide Manager. Ensure synchronization with the database when moving files outside the system.

Data Structure and Cloning in Aperio eSlide Manager:

Data Hierarchy: The top-level entity is a case, which contains specimens, and each specimen contains digital slides. This parent/child relationship is crucial for data organization.
Cloning Data: The 'Clone To' command allows copying child data (e.g., digital slides) to new or existing parent data, enabling data sharing across different hierarchies. Cloned data is treated as separate entities, maintaining annotations distinct between different uses.

Using the Clone To Command:

Select items from the list page.
Click 'Clone To' and choose the target parent data from the drop-down list.
If cloning to an existing parent, use filter options to narrow choices.
Apply filters and select the target parent to complete cloning.

Preserving Data Structure: Cloning attempts to maintain the parent/child structure. If a digital slide is cloned to a higher parent, the associated specimen is also cloned, or a blank specimen is created if none exists.

Searching in Aperio eSlide Manager:

Search Functionality: Users can search across most data fields using free-text or advanced search options. Saved searches help refine and repeat searches efficiently.
Free-Text Search: Allows searching without specifying data areas, using wildcard symbols for partial matches.
Advanced Search: Enables searching on specific fields with various operators (e.g., equal to, less than, contains) and saving search criteria for future use.

Analyzing Images:

Image Analysis: Aperio eSlide Manager supports batch analysis of digital slides using algorithms. Administrators must create macros for each algorithm to facilitate analysis.
Batch Jobs: Users can select digital slides for batch analysis, which occurs concurrently with other tasks. Consistent workflows are recommended for accurate analysis results.

Overview of Aperio eSlide Manager: The Aperio eSlide Manager is designed to integrate seamlessly into the daily workflow of histotechnicians, pathology assistants, and pathologists. It provides tools for managing patient cases through various workflows, including All Cases, Case Assembly, Case Review, and Collaborations. Each workflow is tailored to specific user roles, such as histotechnicians, pathologists, pathology assistants, lab directors, and lab assistants.

Image Analysis: The Analysis page allows users to select annotation layers based on the digital slides chosen. Users can analyze specific portions of an image by selecting an annotation layer or analyze the entire slide. The results can be visualized by creating markup images. The analysis jobs are managed through a queue, and users can cancel jobs if needed.

Batch Analysis with Third-party Tools: If third-party tools are installed, users can choose between Aperio eSlide Manager Macros and third-party tools for analysis. Macros can be organized, searched, sorted, and managed through the Analysis Macros page.

Case Workflows: The case workflows include:

All Cases Workflow: Displays a summary of all cases in a read-only format.
Case Assembly Workflow: Used for assembling cases with patient data and assigning them to pathologists.
Case Review Workflow: Allows pathologists to review and complete cases.
Collaborations Workflow: Facilitates internal reviews among pathologists.

User Roles: User roles determine access to different workflows. Histotechnicians prepare cases, pathologists review them, and lab directors manage administrative tasks. Each role has specific permissions and responsibilities.

Navigation and Tools: Users can navigate through case lists, show or hide case data, and customize column views. The system allows for sorting and organizing data to suit user preferences.

Network Case Workflows Overview: This document provides a comprehensive guide on managing network case workflows using the Aperio eSlide Manager. It includes detailed instructions on configuring user profiles, assembling cases, reviewing cases, and creating reports.

Profile Settings: Users can modify their network profile settings by accessing the 'Configure My Settings' page. Changes include updating contact information, changing passwords, selecting a start page, specifying data groups for scanned slides, and managing email notifications.

Case Assembly: The Case Assembly workflow is designed for histotechnicians and pathology assistants to compile cases with patient and case data, assign them to pathologists, and manage digital slides and specimens. Key steps include entering patient and case data, setting case priority, and associating digital slides with specimens.

Creating and Managing Cases: To create a new case, users must enter all relevant patient and case data. Cases can be updated with additional information or attachments as needed. The document outlines steps for adding patient data, setting case priority, and managing specimens and digital slides.

Specimen Management: Users can create new specimens or add existing ones to a case. The process involves entering specimen details and attaching digital slides. The document provides guidance on searching for and assigning unassigned specimens and digital slides.

Case Review: Pathologists use the Case Review workflow to examine cases, review patient and specimen data, annotate digital slides, and complete case reviews. The workflow includes options for requesting additional information or actions from histotechnicians.

Attachments and Reports: Users can add attachments such as Word, Acrobat, or image files to cases. The document details the process for creating and updating reports, including selecting report templates and finalizing reports with a digital signature.

Additional Features: The guide also covers tips for managing attachments and reports, tracking case status, and viewing cases outside of a user's worklist. It emphasizes the importance of administrative settings in determining case assignments and workflow configurations.

Network Case Workflows:

Online Conferencing: Users can start an online conference to share digital slides with colleagues using the Aperio eSlide Manager. For detailed instructions, refer to the Aperio WebViewer User’s Guide.
Attachments: Users can view and add attachments such as reports or images to cases.
Prior Cases: Pathologists can view prior cases for additional patient information, which is crucial for current case reviews. Prior cases are linked by the same MRN number.
Case Actions: Users can assign cases to specific users or request additional work. Completing a case involves entering results and saving them, after which the case is removed from the worklist.

Collaborations:

Collaboration Workflow: Pathologists can request and perform collaborative reviews. Cases can be prepared for collaboration by de-identifying patient data and adding cover letters.
Outgoing Collaboration: Users can send cases for collaboration by copying them to the Outgoing Collaboration workflow and assigning collaborators.
Incoming Collaboration: Collaborating pathologists review cases and enter results, which are then sent back to the requester.

Administrative Settings:

User Management: Administrators can define user groups and set start pages for users. User groups determine access rights and workflows.
Search Settings: Administrators can define search and display fields for the entire Aperio eSlide Manager location.
Email Settings: Users can receive email notifications for case assignments. Administrators must configure SMTP settings for email alerts.
Case Review Settings: Administrators can set email notifications and determine how case assignments are handled for user groups.

Reporting:

Aperio eSlide Manager Reporting: This feature allows technicians to produce detailed reports about glass slides processed, using predefined comments and customized headings.

Overview of Aperio eSlide Manager Reporting: The Aperio eSlide Manager Reporting system allows administrators to create customized reports for different clients by selecting specific customer information such as address and logo. Reports are generated as Adobe Acrobat files, ensuring compatibility with widely available software.

Report Templates and Customization: Basic report templates are provided, and additional or customized templates can be obtained through Leica Biosystems. Templates can include any data from the Aperio eSlide Manager database, provided they are designed for that purpose.

Creating and Managing Reports: Reports are created by selecting a template and generating the report from the case or project details page. Organizational information, such as contact details and logos, must be updated in the report files to reflect the user's organization. Comments can be pre-defined and saved for reuse in reports.

Adding Customers and Assigning Templates: Administrators can add customer information to reports and assign specific templates to customers. This step is necessary before generating reports for a customer.

Report Contents and Digital Slide Selection: Reports display information from the Aperio eSlide Manager database, including scores and interpretations from digital slides. The selection of slides for inclusion in reports can be managed through the eSlide Details section.

Security and Revision Control: Reports are secured with electronic signatures and an audit trail. Once signed, reports cannot be altered, ensuring the integrity of the document. Amendments or corrections require generating a new report version.

Generating and Signing Reports: To generate a report, users select a template and click 'Generate Report'. Reports can be signed electronically, and each version is saved to maintain an audit trail.

Dashboard and Workspace Management: The Aperio Dashboard allows users to create and manage workspaces, organizing applications and windows for efficient workflow. Users can save and open specific workspace configurations.

Dashboard Management: The document outlines the management of workspaces within the Dashboard program. Users can edit, delete, and set preferences for their workspaces. The Dashboard version can be viewed, and the program can be closed, which does not automatically close open workspaces unless specified in preferences.

Aperio Service Manager: The Aperio Service Manager allows users to manage Aperio services, including starting, stopping, and restarting services. It is crucial for troubleshooting issues related to image or data access.

Case and Specimen Management: The document provides detailed instructions on managing cases and specimens, including adding digital slides, assigning cases for review, and tracking case status. It also covers administrative settings like defining case priorities and enabling email notifications.

Data and Reporting: Users can manage data through various functions such as cloning, deleting, and exporting data. The document also covers creating, amending, and viewing reports, including adding logos and predefined comments.

Collaboration and Conferencing: Features for collaboration include hosting and participating in conferences, adding comments, and working with digital slides. The document also discusses de-identifying patient information and entering results.

User Management: User roles and groups are defined, with specific roles for histotechnicians, lab assistants, pathologists, and pathology assistants. The document also covers logging in, changing passwords, and session management.

Technical Specifications: The document includes technical details such as managing electronic signatures, setting preferences, and using macros. It also provides guidance on navigating the eSlide Manager and using the WebViewer for image viewing.

Catalog excerpts

Aperio eSlide Manager User’s Guide

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Aperio eSlide Manager User’s Guide This document applies to Aperio eSlide Manager Release 12.5 and later. Copyright Notice Ì Copyright © 2022 Leica Biosystems Imaging, Inc. All Rights Reserved. LEICA and the Leica logo are registered trademarks of Leica Microsystems IR GmbH. Aperio is a trademark of Leica Biosystems Imaging, Inc. Other logos, product and/or company names might be trademarks of their respective owners. Ì product is protected by registered patents. For a list of patents, contact Leica Biosystems. This Customer Resources Ì the latest information on Leica Biosystems Aperio products...

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Notices Revision History Rev. A Detail New manual for Aperio eSlide Manager 12.5. Based on existing Aperio eSlide Manager User’s Guide, MAN‑0469, Revision A. Cautions and Notes ` Specifications and Performance - For information on the requirements for client workstations and monitors, and Aperio eSlide Manager performance characteristics, refer to the document Aperio eSlide Manager System Requirements. ` Installation - Aperio eSlide Manager must be installed by a trained Leica Biosystems Technical Services representative. ` Accessories - For information on using Aperio eSlide Manager with third-party...

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Intended Use Aperio eSlide Manager is a digital pathology image management software application that allows lab personnel to retrieve digital whole slide images derived from a compatible device, and with them assemble, store, and manage cases, projects, and/or courses, complete with rich slide metadata. Aperio eSlide Manager is intended to be used by Pathologists, Histotechnicians, and Laboratory Managers. Symbols The following symbols appear in device labeling: Manufacturer Catalog number Unique Device Identifier The exclamation point within an equilateral triangle is intended to alert you to...

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Customer Service Contacts Please contact the office for your country for technical assistance. 96 Ricketts Road Mount Waverly, VIC 3149 AUSTRALIA Tel: 1800 625 286 (toll free) Between 8:30 AM-5 PM, Monday-Friday, AEST Email: [email protected] Leica Biosystems Nussloch GmbH Technical Assistance Center Heidelberger Strasse 17 Nussloch 69226 GERMANY Tel: 0080052700527 (toll free) In-country Tel: +43 1 486 80 50 50 Email: [email protected] Tel: 0080052700527 (toll free) In-country Tel: +32 2 790 98 50 Email: [email protected] Tel: +1 844 534 2262 (toll...

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96 Ricketts Road Mount Waverly, VIC 3149 AUSTRALIA Tel: 0800 400 589 (toll free) Between 8:30 AM-5 PM, Monday-Friday, AEST Email: [email protected] Tel: 0080052700527 (toll free) In-country Tel: +35 1 21 388 9112 Email: [email protected] BioLine LLC Pinsky lane 3 letter A Saint Petersburg 197101 THE RUSSIAN FEDERATION Tel: 8-800-555-49-40 (toll free) In-country Tel: +7 812 320 49 49 Email: [email protected] Tel: 0080052700527 (toll free) In-country Tel: +46 8 625 45 45 Email: [email protected] Tel: 0080052700527 (toll free) In-country Tel: +41 71 726...

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Aperio eSlide Manager Overview This chapter introduces Aperio eSlide Manager. The heart of Aperio eSlide Manager is the digital image created by scanning a glass microscope slide. Aperio eSlide Manager delivers an effective digital pathology information management system that treats high resolution digital slides—that can be viewed, managed, and analyzed—as an integrated element in the pathology workflow. Aperio eSlide Manager displays information in context, with gross (macro) images, digital slide images, reports, case histories, and other associated documents and images cross-linked and concurrently...

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Chapter 1: Aperio eSlide Manager Overview Session Options and Setup Task Logging into Aperio eSlide Manager “Start Aperio eSlide Manager and Log In” on page 15 Changing your password “Login and Preferences Tips” on page 16 Resetting your account “Login and Preferences Tips” on page 16 Choosing which Aperio eSlide Manager page you see when you log in “Login and Preferences Tips” on page 16 If you scan slides, choosing what data group the digital slides go into “Login and Preferences Tips” on page 16 Using Aperio eSlide Manager Data Task Viewing data in Aperio eSlide Manager “Chapter 4: Working...

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Chapter 1: Aperio eSlide Manager Overview Advanced Task Analyzing digital slides “Chapter 10: Analyzing Images” on page 52 Setting up and saving a desktop view of Aperio eSlide Manager and other applications “Appendix A: Creating a Workspace (Dashboard)” on page 92 Starting and stopping Aperio services “Appendix B: Managing Aperio Services” on page 94 Aperio eSlide Manager User’s Guide, Revision A © Leica Bios

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Getting Started Before you can use Aperio eSlide Manager, you must log in. You can then choose personal options to tailor the use of Aperio eSlide Manager to your preferences. Start Aperio eSlide Manager and Log In To log in to Aperio eSlide Manager, you need the URL of the Aperio eSlide Manager website and your user name and password. Your Aperio eSlide Manager administrator should provide this information. 1. From your Internet browser, go to the URL of the Aperio eSlide Manager website. 2. When the Log In page appears, enter your user name and password. Remember that passwords are case sensitive....

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Login and Preferences Tips The following table gives tips on login options and setting personal options. Your session times out If you receive a message that Aperio eSlide Manager logged you off, your session has timed out and you need to log in again. If this happens frequently, ask your Aperio eSlide Manager administrator to increase the session timeout period. Your account is locked When you log in, if you see a message that your account is locked, request that your Aperio eSlide Manager administrator unlock your account. You receive a license warning If a warning message appears when you...

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*Prices are pre-tax. They exclude delivery charges and customs duties and do not include additional charges for installation or activation options. Prices are indicative only and may vary by country, with changes to the cost of raw materials and exchange rates.

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