Description
Use the Location Inbox page to view reports of patient results, to print selected reports, to acknowledge selected reports, to access detailed order information, and to use the report filter feature to control the results that are displayed in the list. The filters allow you to show or restrict displayed results according to the ordering provider, the order status, the severity of the order choices, the priority of the order choices, when the reports were received, or whether the reports have been acknowledged.
For reports delivered to the Location Inbox, if the system default administration setting to show history across linked patients on location result reports is enabled, then the system displays all of the historic data across the selected order's patient, as well as all patients who are linked to the selected order's patient, regardless of their practices.
If you have access to the Location Inbox, the system displays the reports for your signed-in location; however, if you have the necessary rights, you may select a different location to view the reports for one of the other locations in your practice. System clinical users (users with a system-level role) will be able to see locations of other practices in the drop-down list, but not view the locations' inboxes, unless they have the system-level role to view the inboxes of other practices' locations. You may choose to view all results for locations that you are affiliated with and have the right to see.
Note
If you have the right to view results for a location but do not have the right to acknowledge results for that location, then when you select to print the reports in batch, the system will not mark the reports for that location as acknowledged. The system sends reports to this page when the System Administrator enables the option to deliver result reports to this location when ordering providers use the result delivery setting to deliver their reports to the ordering location (using the location's delivery rules). See Result Delivery topic.
If you print the lab report from the Location Inbox, the system uses the report format settings for the current location that were set on the Locations administration page. See the Locations topic.
Patient reports you print from the Location Inbox and the User Inbox have a Copies sent to: field in the footer, where the system lists potential providers and host interfaces. Patient reports you reprint from the patient's Order History page do not display the Copies sent to: text and data.
Note
The CC list at the bottom of the report in the Copies sent to: field is a list of POSSIBLE recipients. Whether or not the recipients received the report depends on the recipients' result delivery settings at the time the system created the report. For example, if a CC recipient's result delivery setting is to receive reports only when all order choices are final in an order, and if the report only contains final results for one order choice out of several ordered, then the system would list the recipient as a possible CC recipient on reports printed from the Location Inbox or User Inbox, but it would not actually send the report to the recipient until all of the order choices in the order were final.
Note
The data displayed on this page depends on the column view settings for your facility. The system uses the column view settings to control what columns appear in the tables on this page and the order in which it sorts the displayed information. You may set column view rules at the location or the system default levels. The rules for the signed-in location, if available, supersede the system default column view rules. See the Column Views topic.
Access
- Select the View Results menu button, and then select the Location Inbox submenu link.
- Select the View Results > Location Inbox option as the Application Start Page on the Application page.
- Select Go on the Clients tab of the Client Services administration page.
Technical Manual
Selecting a Location
If you have access to the Location Inbox, the system displays the reports for your signed-in location; however, if you have the necessary rights, you may select a different location to view the reports for one of the other locations in your practice. System clinical users (users with a system-level role) will be able to see locations of other practices in the drop-down list, but not view the locations' inboxes, unless they have the system-level role to view the inboxes of other practices' locations.
| Location Recipient | Select an option from the drop-down list or begin typing in the field to have the system present possible locations that match what you have entered. This field is only enabled if you have the necessary rights. |
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| All | Select the option to view all results for active locations that you are affiliated with and have the right to see. |
| Search | Select to select the location on the Location Search page. See the Location Search topic. |
| Refresh | Select to update the list in the Reports section of the page. See "Reviewing Filtered Reports" below. |
Accessing the Inbox Filter
When viewing the inbox for your current or selected location, you may either view or hide the report filter. When the filter is visible, you may select recipient, location, severity, timing, or acknowledgement filters that the system should use when creating the list of reports for your Location Inbox. See "Setting the Inbox Filter" below.
| show filter | Select the link to make the report filter visible. |
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| hide filter | Select the link to hide the report filter. |
Setting the Inbox Filter
| show filter | Select the link to make the filter visible. |
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| Ordering Location | Select an ordering location from the drop-down list to limit the displayed results to a particular ordering location. Select Any to allow the system to display results from any ordering location. To narrow your search, select Search to select the desired provider on the Location Search page. See the Location Search topic. |
| Ordering Provider | Select an ordering provider from the drop-down list to limit the displayed results to a particular ordering provider. Select Any to allow the system to display results from any ordering provider. To narrow your search, select Search to select the desired provider on the Ordering Provider Search page. See the Ordering Provider Search topic. Note that the providers that the system returns in your search are designated as ordering providers, are active, are members of one of the your practices, or are staff members who have the always available as a provider feature enabled. Also note that if you are a member of a nursing home, you will see all providers. |
| Status | Select an option from the drop-down list to include only those results of the selected status (complete, partial, complete (cancelled), partial (cancelled), or cancelled). |
| Severity | Select an option from the drop-down list to include only those results of the selected severity (All, Critical, Abnormal, or Abnormal or Critical). |
| Priority | Select an option from the drop-down list to include only those results of the selected priority (STAT, ASAP, or Routine). Note that you may only display the system default priorities, but the system displays results of all priorities that are the same level of priority but that have a different name. The system lists all of the priorities that correspond with the system default priorities in parentheses after the system default name. |
| Order Choice | Enter one or more characters in the field to limit the displayed results to reports that contain a specific order choice and then select the Search button to select the desired order choice on the Order Choice Search page. See the Order Choice Search topic. |
| Clear | Select to remove the order choice filter from your search. |
| Reports received in the past __ days | Enter a number of days. The system will search for reports sent to the current location within the selected number of days. |
| Days include every day of the week | Select to have the system include reports no matter what day of the week they were received, including Saturdays and Sundays. |
| Days include only weekdays | Select to have the system include only reports that were received on weekdays (Monday through Friday). |
| Reports received between | Enter a date and time in the format MM/DD/YYYY, HH:MM AM/PM in the Start and End fields, or select a date from the calendar view by selecting the calendar icon located next to the fields. The start date defaults to 12:00 AM on the current date, and the end date defaults to 11:59 PM on the current date. |
| Collection date between | Enter a date and time in the format MM/DD/YYYY, HH:MM AM/PM in the Start and End fields, or select a date from the calendar view by selecting the calendar icon located next to the fields. The start date defaults to 12:00 AM on the current date, and the end date defaults to 11:59 PM on the current date. |
| All unacknowledged reports | Select this option to only include reports that have not yet been acknowledged. |
| Start | Enter a date and time in the format MM/DD/YYYY, HH:MM AM/PM. |
| End | Enter a date and time in the format MM/DD/YYYY, HH:MM AM/PM. |
| Now | Select to enter the current date and time. |
| Clear | Select to clear the date and time fields. |
| Hide Acknowledged Reports | Select the checkbox if you select the Reports received in the past __ days or Reports received between options to remove any acknowledged reports from the list. This option is not available if you have selected All unacknowledged reports. Remember that each filter option you use further limits the number of possible matching results. If you use multiple filtering options, then the system will only display those results that match all of the parameters you have specified. |
| Refresh | Select to refresh the filter. |
Reviewing Filtered Reports
| Displaying __ of __ Reports | To modify the number of reports on the page, adjust the value of the field. The system defaults to 10 per page, and displays the total number of items based on your search.
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| Severity | The severity level for results in the order. The system sorts the report to display critical and abnormal results before regular results. |
| Priority | The highest priority level for an order choice in the order. If there are two or more priorities for order choices, the system displays the highest priority (STAT, followed by ASAP, and then Routine). The system sorts the report to display STAT and ASAP results before regular results. |
| Order ID | The identifying number for the order that was assigned when the order was placed. If the order was saved as a standing order (multiple occurrences of the same order), then an "(S)" will appear next to the Order ID. |
| Patient | The name of the patient. |
| Order Choices | The order choices included in the order. |
| Results Received | The date and time the most recent report was created. Depending on your settings, the system may create reports as individual results are received, or it may wait until all results are received before creating a report. Select the column header to sort the list of reports by the date the results were received. |
| Order Date | The date the order was placed. Select the column header to sort the list of reports by the date the orders were placed. |
| Ordering Provider | The provider who placed that order for the patient. This may or may not be the patient's PCP. |
| Recipient | The provider or associate who received the report. |
| Status | The current status of the order (Partial, Complete, or Cancelled). Partial: Orders that contain one or more order choices awaiting results. Complete: Orders that have final results for all order choices. Cancelled: Orders that were cancelled. |
| Selected | A checkbox to indicate whether or not to acknowledge or to print the order. Select the column label to select or deselect all of the reports. If you've included the Search Historic Database checkbox in the custom filter for the Location Inbox > Result Reports tab, you cannot select historic database items via the Select checkbox column; you can however, use the Order pop-up menu. |
| Acknowledge Selected | Select to acknowledge the report. |
| Print Selected | Select to print the report. |
| Acknowledge & Print Selected | Select to acknowledge and print the report. |
| Delete Selected | Select to delete the report. |
| Reprint Past Print Jobs | Select to reprint reports that have already been printed. |
| Refresh | Select to refresh the results. |
| Ack'd | The indication of whether or not the order has been acknowledged (ack'd). |
| System | If the report was acknowledged by the system via fax, email, etc. |
| Not Ack'd | If the inbox report has not been acknowledged. |
| Acknowledger's Name | If the inbox report has been acknowledged. |
| Order ID | Select to open a pop-up list of page options. Select the page you wish to open for the selected order. Note that some options may not be available. |
| Review Order | Select this option to view the order on the Order Patient Samples page. See the Order Patient Samples topic. |
| Samples | Select this option to collect samples for the order on the Collect Samples page. See the Collect Samples topic. |
| Labels | Select this option to print master and tube labels on the Print Labels page. See the Print Labels topic. Note that this option may be disabled, depending on the administration settings for your signed-in location. |
| Requisition | Select this option to print requisition(s) for the order on the Requisition(s) page. See the Requisitions topic. |
| Change Log | Select this option to view the change log for the selected order. See the Change Log topic. Note that you must have the necessary security right to access the Change Log page. |
| Lab Report | Select this option to create a lab report of the order on the Lab Report page. See the Lab Report topic. |
| < Back to Inbox | Select to view the report for an order on the Location Inbox page. |
Acknowledging Selected Reports
| Selected | Select the checkbox to indicate which reports should be marked as acknowledged. Select the Selected column label to select or deselect all of the reports. See "Reviewing Filtered Reports" above. |
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| Acknowledge Selected | Select to acknowledge the report. |
| Acknowledge & Print Selected | Select to acknowledge and print the report. Note If you selected the All option to view all results for locations that you are affiliated with and have the right to see, but you do not have the right to acknowledge results for one or more locations, then the system will not mark the reports for those locations as acknowledged. |
Printing Selected Reports
| Selected | Select the checkbox to indicate which reports should be marked as acknowledged. Select the Selected column label to select or deselect all of the reports. See "Reviewing Filtered Reports" above. |
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| Print Selected | Select to print the report. |
| Acknowledge & Print Selected | Select to acknowledge and print the report. |
Select to print. The standard print pop-ups appear. 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.).
Note If you selected the All option to view all results for locations that you are affiliated with and have the right to see, but you do not have the right to acknowledge results for one or more locations, then when you select to print the reports in batch, the system will not mark the reports for those locations as acknowledged. |
Deleting Selected Reports
| Delete Selected | Select to delete reports from the Location Inbox page. When Delete Selected is selected, the user will be prompted with the warning "All of the selected reports will be permanently deleted. Are you sure you want to continue?" If the user chooses not to continue, then no changes will be made. If the user continues, then all of the selected reports will be permanently removed from the database. Only unacknowledged reports will be deleted. A log will be created in the HL7/Doc. Changes tab on the User Actions Log administration page when Delete Selected is selected. The log will have its data changes listed as Permanently Deleted Report. Upon selecting on the text, a pop-up will appear that includes what the name of the report was, the time it was received, the location it was sent to, and the type of report it was. The user can change the filter to only show deleted other reports by changing the data type filter to Other Report or changing the Action Page filter to View Results > Location Inbox > Other Reports tab. |
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Reprinting Past Print Jobs
Each time you print a report, the system creates a "print job," which records exactly which reports were printed. You may reprint these print jobs if, due to printer failure or other problem, you need to do so.
| show filter | Select the link to make the report filter visible, if it is not already visible. |
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| Reprint Past Print Jobs | Select to open the Print Job page where you may select and print past print jobs. See the Print Job topic. When you reprint and acknowledge a report on the Print Job page, it is also marked as acknowledged on the Location Inbox page. |
| Cancel | Select to return to the Location Inbox page. |
