Description
Use the Release to Patient page to view the results that are available to release to patients for review and, when you confirm they are ready, to release the results. You must release the results here in order for patients to view the results. Once you release results to patients, they may sign in through the Patient Portal to view them.
Access
- Select the View Results menu button, and then select the Release to Patient submenu link.
Technical Manual
Accessing the Filter
When viewing the list of results to release, you may either view or hide the result filter. When the filter is visible, you may select date type, start/end dates, ordering location, or patient filters that the system should use when creating the list of reports available to release to patients. See "Setting the Results Filter" below.
| show filter | Select to make the filter visible. |
|---|---|
| hide filter | Select to hide the filter. |
Setting the Results Filter
| show filter | Select to make the filter visible. |
|---|---|
| Date Type | To limit the displayed results to a particular date type, select an option from the drop-down list. A patient can either select Result Received, Result Approved, or Ordered. |
| Start | Enter a date and time in the format MM/DD/YYYY, HH:MM AM/PM 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. |
| End | Enter a date and time in the format MM/DD/YYYY, HH:MM AM/PM or select a date from the calendar view by selecting the calendar icon located next to the fields. The end date defaults to the current time on the current date. |
| Now | Select to enter the current date and time. |
| Clear | Select to clear the date and time fields. |
| Ordering Location | To limit the displayed results to a particular ordering location, select an option from the drop-down list. Select Any to allow the system to display results from any ordering location. To narrow your search, select Search to select the desired location in the Location Search page. See the Location Search topic. |
| Patient | Enter three or more characters in the field or select the magnifying class button to open a selection of patient names sorted by Active, Name, Matching Aliases, Patient ID, SSN, DOB, Sex, PCP, and Practice. You may select the column headers to toggle sorting on sortable columns. To sort by more than one column, hold down the Shift key while selecting column headers. Once a patient's name is found, select the patient's name to select it for the Patient field. |
| Refresh | Select to update the list in the Results section of the page. See "Reviewing and Releasing Filtered Reports" below. |
| Save | Select to record all changes. Otherwise, complete the remaining sections, and then select Save. |
Reviewing and Releasing Filtered Results
| Refresh | Select to refresh the filter criteria. |
|---|---|
| Show __ entries | 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. |
| Release | Select to display the View Report page that contains a PDF with the details of the patient's order. |
| View Report | Select the order choice checkboxes in the top left of the page that you want to take action on. |
| Release Selected | Select one or more order choice checkboxes, and then select this button to release the results for the selected order choice to the patient. |
| Add Comment | Select one or more order choice checkboxes and then select this button to create a comment for the selected order choices using the Add Comment pop-up. This comment will be included when you release the 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. |
| Ordered | Displays the name of the order choices on the report. |
| Samples | Displays samples that were collected for the order. |
| 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. |
| 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. |
| Order ID | Select to open a pop-up list of page options. Select the page you wish to open for the selected order. Some options may not be available. |
| Review Order | Select this option to view the order in the Order Patient Samples page. See the Order Patient Samples topic. |
| Samples | Select this option to collect samples for the order in the Collect Samples page. See the Collect Samples topic. |
| Labels | Select this option to print master and tube labels in the Print Labels page. See the Print Labels topic. Note 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 in 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 Settings topic. Note 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 in the Lab Report page. See the Lab Report topic. |
| Linked Documents | Select this option to open the Linked Documents page for the selected order or patient. This option will appear green and italicized if these are linked documents. |
| Patient | Select to open a pop-up list of page options. Select the page you wish to open for the selected order. Some options may not be available. |
| Demographics | Select this option to view, create, or edit patient demographic information, as well as access patient insurance and order information. See the Demographics topic. |
| Insurance | Select this option to view, create, or edit patient insurance information, as well as access patient demographic and order information. See the Insurance topic. |
| Order History | Select this option to view patient order information, as well as access patient demographic and insurance information. See the Order History topic. |
| New Order | Select this option to create a new order for the patient. See the Order Patient Samples topic. |
| Collect Samples | Select this option to record collections and reject samples as well as access the ABN form, patient questions, label printing, requisition(s), collection lists, and order comments. See the Collect Samples topic. |
| Change Log | Select this option to view the change log for the selected patient. See the Change Log Settings topic. Note You must have the necessary security right to access the Change Log page. |
| Linked Documents | Select this option to open the Linked Documents page for the selected order or patient. This option will appear green and italicized if these are linked documents. |
| Refresh | Select to update the list of reports. |
