Description
Use the Completion page to view or print a report of all order choices completed in the specified range of dates. Order choices associated with a single sample ID appear on a single line of the report. Note that storage order choices do not appear on completion reports.
The report criteria allow you to show or restrict displayed results according to when the order was completed, the lab that performed the testing, the ordering location, or the ordering provider, or the patient.
Depending on the level of rights assigned to your role, the system will limit the report to orders for your signed-in location, for the locations associated with your practice, or for all locations for all practices within the system.
Access
- TaskCenter > Reports > Completion
- AdminCenter > Reports > Completion
You must have the necessary rights at the practice level to access this report.
Technical Manual
Report Criteria
Enter the desired report criteria for the completion report.
| Completion Date/Delivery Date | Select an option from this drop-down list to search by completion date or delivery date. |
|---|---|
| Start | Enter a start date. You can also select the calendar icon to select a date from the calendar view. Select Now to enter the current date. Select Clear to clear the field. |
| End | Enter an end date. You can also select the calendar icon to select a date from the calendar view. Select Now to enter the current date. Select Clear to clear the field. |
Note
Your system will only search for order choices completed within this date range. By default, the date range is set to include only the current date.
| Lab | Select the lab that performed the testing from this drop-down list. Select All to include order choices from all lab testing locations. Your system will only search for order choices where the testing was performed at the selected lab. |
|---|---|
| Ordering Practice | Select the practice associated with the ordering location from the search-as-you-type field. Default is All and includes orders from all practices. Select X to clear the field and set it back to All. Select the search icon to select the ordering practice on the Practice Search page. Your system will only search for standing orders that were placed at ordering locations associated with the selected practice. |
| Ordering Location State | Enter the name of the state of the ordering location in this search-as-you-type field to filter by ordering location. |
| Ordering Location | Select the location where the order was placed from the search-as-you-type field. Default is All and includes order choices from all ordering locations. Select X to clear the field and set it back to All. Select the search icon to select the ordering location on the Location Search page. Your system will only search for order choices that were ordered from the selected location. |
| Ordering Provider | Select the ordering provider from the search-as-you-type field. Default is All. Select X to clear the field and set it back to All. Select the search icon to select the ordering provider on the User Search page. |
| Patient | Select the patient from the search-as-you-type field. Default is All. Select X to clear the field and set it back to All. Select the search icon to select the patient on the Patient Search page. |
| Search Historic Database | Your system supports two databases, the main, active database and a historic database where older order information is stored. Select the Search Historic Database checkbox to include older information from the historic database in the completion report. |
Note
It is important to select the appropriate criteria to retrieve your desired order choices. Use of multiple criteria could limit the number of possible matches, where use of a single criterion could result in multiple matches and draw an Out of Memory error.
If either of these events occurs, reset your filters and select Refresh.
| Order Choices | Enter text or select inside this search-as-you-type field to search for specific order choices. Select the order choice name to add the order choice to the table. The table displays the name of the order and the active status. |
|---|---|
| Max Results Limit | Enter a value in this field to set the maximum number of rows of information the system displays for the report. By default, the system displays up to 30,000 results. If it reaches the maximum, the system displays a message that it cannot display the report; you may still perform an export. |
| Report Type | Select an option from this drop-down list to specify the format of the completion report: HTML or PDF. |
Buttons
Select this button to open the standard print pop-ups. Change the print settings as desired, then select Print. Your system will print the report according to the settings you established in the print pop-ups (number of copies, printer destination, etc.). | |
| Refresh | Select this button once you have the desired settings for the report criteria. Your system updates the Report section of the page. You can review, print, and/or export the report. |
Report Section
| Report | Use the scroll bar on the right side of the page to view the details for all the order choices in the report. To modify the report, adjust the report criteria and select Refresh. |
|---|
