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Record the day’s control values against each material and ClinikEHR evaluates every run for you. The page says so in its own subtitle: “Record daily controls per material; every run is evaluated against Westgard rules (1-3s, 2-2s, R-4s, 4-1s, 10x — 1-2s warns) the moment it’s saved.” You enter a number; you get back a verdict and a charted point.

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Set up a control material

Do this once per analyte and level. Until you do, the page shows No control materials yet. Add your first control (analyte, target mean and SD from the package insert or your lot validation) to start charting.
1

Open the dialog

Select Add control material. It opens explaining where the numbers come from: “Target mean and SD come from the package insert or your lot validation — Westgard rules evaluate every run against them.”
2

Identify the control

Enter an Analyte code (for example GLU), a Material name (for example Glucose Control), and pick the Level — Level 1 (normal), Level 2 (abnormal) or Level 3 (high). Add the Lot number so the picker can tell two lots of the same control apart.
3

Enter the targets

Fill Target mean, Target SD and Unit (for example mg/dL). The SD must be greater than zero — it is what every z-score is measured in.
4

Save

Select Add material. The toast reads Control material added and the control joins the picker as {code} — {name} (lot {lot}), with its target and SD shown beside it.

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Record a run

1

Choose the control

Pick it from Select control material. The Levey-Jennings chart redraws for that material, with reference bands at the mean and ±1, ±2 and ±3 SD, and the last 30 runs plotted in sequence.
2

Enter the measured value

Type the reading into Measured value. The field’s placeholder is the target mean, so a value far from it is visible before you save.
3

Name who ran it

Enter the person in Technician. It is the column a reviewer reads first when a run fails.
4

Record it

Select Record run. ClinikEHR evaluates the run against every Westgard rule as it saves and returns one of three verdicts — you do not apply the rules yourself.

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The three verdicts

The run then appears in the table below the chart under When, Value, z, Verdict, Rules and Technician, badged In control, Warning (1-2s) or Rejection.
A rejected run means stop. Do not report patient results on that analyte until you have found and fixed the cause and a fresh control passes. The verdict names the rules it broke so you know what you are looking for.

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What each rule is telling you

ClinikEHR decides which of these applies. This is what it has spotted.

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Check it worked

  • The toast names the verdict and the z-score.
  • A new point appears on the Levey-Jennings chart, coloured for its verdict, with its value and any violated rules on hover.
  • The run heads the table below the chart with its Verdict badge and the technician’s name.

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If something goes wrong

You are on Starter Lab. The card reads QC management is a Professional feature — Daily controls with Levey-Jennings charts and automatic Westgard flagging. Included from the Professional Lab plan. See Change your plan.
The toast reads Analyte, name, target mean and a positive SD are required. An SD of zero or blank is the usual cause — take it from the package insert or from your own lot validation, never leave it at nothing.
The targets belong to the old lot. Add the new lot as its own control material with its own mean and SD rather than charting it against the previous one. New reagent lots are also quarantined until validated — see Reagents and consumables.
It reads No runs recorded yet for this control — record the first run below. The material exists but has no history; record a run and the first point appears.
That is deliberate. The QC role is oversight — it reviews control runs, verified results and turnaround, and stays read-only on patient records. Entering and authorising results are separate grants — see Enter and verify results and Permissions.
Quality control management is still rolling out and reaches labs progressively on the Professional Lab plan. If your plan includes it and the entry is absent, contact support.