Description
Use the Orders page to view or print a report of all regular orders placed in the specified range of dates. To view a list of standing orders, use the Standing Orders page. See the Standing Orders topic.
Note
Order choices with a type designated for storage appear as "Final" on this page. The report criteria allow you to show or restrict displayed results according to when the order was placed, the lab that performed the testing, the ordering location, 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
- Select the Reports button in the TaskCenter section, and then select the Orders submenu link.
- Select the Administration menu button, select the Reports button, and then select the Orders submenu link. You must have the necessary security permissions to access the Administration menu button. In addition, you must have the necessary rights at the practice level to access this report. When you select the Administration menu button, the system opens the main Administration menu, which contains administrative menu buttons, including the Reports menu. To return to the main menu for AdminCenter, select the TaskCenter menu button.
Technical Manual
Setting the Report Criteria
Enter the desired report criteria for the orders report.
| Order Date/Collection Date/Delivery Date | Enter a Start or End date. Select dates from the calendar view by selecting the calendar icons located next to the Start and End date fields. The system will only search for orders placed within this date range. By default, the date range is set to include only the current date. Select the Now button to enter the current date/time, or select the Clear button to clear the fields. |
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| Lab | Select the lab that performed the testing from the drop-down list. The system will only search for orders where the testing was performed at the selected lab. Select All to include orders from all lab testing locations. |
| Ordering Practice | Select the practice associated with the ordering location from the drop-down list. The system will only search for standing orders that were placed at ordering locations associated with the selected practice. Select All to include orders from all practices. Select Search to select the ordering practice in the Practice Search page. See the Practice Search topic. |
| Ordering Location State | Enter the name of the state of the ordering location to filter by ordering location. |
| Ordering Location | Select the location where the order was placed from the drop-down list. The system will only search for orders that were placed at the selected location. Select All to include orders from all ordering locations. Select Search to select the ordering location in the Location Search page. See the Location Search topic. |
| Collection Location | Select the collection location where the order will be collected from the drop-down list. The system will only search for orders that were collected at the selected location. Select All to include orders from all collection locations. Select Search to select the collection location on the Collection Location page. |
| Ordering Provider | Enter one or more letters and select Search to select the ordering provider in the User Search page. See the User Search topic. Select Clear to clear the field. |
| Patient | Enter one or more letters and select Search to select the patient in the Patient Search page. See the Patient Search topic. Select Clear to clear the field. |
| Only show pending order choices waiting for results | Select the checkbox to only show order choices that have been collected but they are not resulted, the order choices are not cancelled, the orders are not cancelled, and the samples are not rejected. Note You may only select this option if you do not select the Only show cancelled orders checkbox (see below). Include order choices with preliminary results: Select the checkbox to have the system pull orders that have pending results when they have preliminary results on the orders report. |
| Only show cancelled orders | Select the checkbox to only display cancelled orders. This, in effect, changes the report to a cancelled orders report, and the contents of the report change. See "Reviewing and Printing the Orders Report" below. Note You may only select this option if you do not select the Only show pending order choices waiting for results checkbox (see above). |
| Show all order choice details | Select the checkbox to view all the order choice details. Note It is important to select the appropriate criteria to retrieve your desired orders. 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 the Refresh button. |
| 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 Orders report. |
| Refresh | Select to refresh the filter criteria. |
| Order Choices | Select inside the search 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 the field to set the maximum number of rows of information the system displays for the report. If it reaches the maximum, then it displays a message that it cannot display the report; although, you may still perform an export. By default, the system displays up to 30,000 results. |
| Report Type | Select an option from the drop-down list to choose whether the report type is HTML or PDF. |
| Refresh | Select to refresh the filter criteria. The system updates the Report section of the page, and you may then review, print, and/or export the report. See "Reviewing and Printing the Orders Report" and "Exporting the Report" below. |
Reviewing and Printing the Orders Report
| Refresh | Once you have set the criteria and selected the button, the system updates the list in the Report section of the page. See "Setting the Report Criteria" above. To modify the report, adjust the report criteria and select Refresh. See "Setting the Report Criteria" above. If you have selected the option to show only cancelled orders, then the status and priority columns are replaced by cancellation details. The details include who cancelled the order and the reason it was cancelled. |
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| Cancelled | Use the scroll bar on the right side of the page to view the details for all of the orders in the report. Note The system displays Cancelled for cancelled order choices. |
| Cancelled Order | Use the scroll bar on the right side of the page to view the details for all of the orders in the report. Note The system displays Cancelled Order for cancelled orders. |
| Export | Once you have created a report, you may select to export the current report based on the delimiter chosen and save it to a file where you can open it with an external program (e.g., Notepad or Excel). See "Exporting the Report" below. |
| Select to open the standard print pop-ups. Change the print settings as desired, and then select Print. The system will print the report according to the settings you established in the print pop-ups (number of copies, printer destination, etc.). |
Exporting the Report
Note
In order to export data, you must select a delimiter (the default is blank), you must have already created a report (by selecting the Refresh button), and you must not have changed the filter since the last time the report was created. The system will prompt you to correct any of these problems, if necessary, when you export the report.
Once you have created a report (see "Reviewing and Printing the Orders Report" above), you may choose to export the data based on the selected delimiter and save it to a file where you can open it with an external program (e.g., Notepad or Excel).
| Export | Select an option from the drop-down list of delimiters, located next to the button. You may select Double quotes and comma, Comma, Tab, Vertical bar, or Semicolon. The system uses the selected characters or spacing to separate each field of data when exporting the report. |
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| One row per order | Select the checkbox to have each row in the export file be an order instead of each row being an order choice. This option only applies to exported reports. The system lists the order choices separated by commas, so it removes any commas in the order choices' names before adding them to the list. Also, if you select a comma-separated export (see above), then the system replaces the commas with semicolons. |
| Show Patient MRN numbers (Export Only) | Select the checkbox to have the system display the patient MRN column to the right of the Patient ID column on the exported report. |
| Export visible columns | Select the checkbox to export the report as represented in the HTML and PDF versions on the page, rather than using the standard canned report that normally exports. Columns of the delimited file export of the orders report will match the on-screen columns used in the orders report template. |
| Export | Select to export the current report. After you select Export, the system displays a pop-up that allows you to save the file or cancel the export. By default, the system names the files "Orders_Report_," 2 digit year, 2 digit month, 2 digit day, 2 digit hour, 2 digit minute, 2 digit second, followed by the extension ".csv" for Double quotes and comma and Comma delimiters and ".txt" for Tab, Vertical bar, or Semicolon delimiters. Note
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