Reviewing Diagnostic Tests

OP sets all defaults to share all information. Any individual decisions by Practice-users to restrict information sharing (access, use, or exchange) are the responsibility of the Practice in the implementation of its 21st Century Cures Act Information Blocking policies and procedures for its Practice and patients.

Version 20.15

About

In this article, you will learn how to review and complete open lab requisitions. In addition, you will be introduced to how to monitor the diagnostic tests and perform follow-up. The user will be shown optional settings to ensure all open diagnostic tests are addressed. 

Review and Finalize Lab Requisitions

  1. Click Received on the Main Navigation panel, the Results Received/Reviewed tab is selected on the Clinical Work window.

Note: The Dates section is unavailable, this allows a user to see all requisitions that are currently either Reviewed or Received.

  1. Confirm the Received radio button is selected and highlight a Patient in the Requisitions panel, the test results are displayed in the Orders/Results panel.

  1. Select the Expand All checkbox so all results, for the selected lab requisition, are displayed.
  2. Select the Rev'd checkbox on each order or if multiple results select the Review All button.
  3. Repeat the above steps to review all lab requisitions.
  4. Finalize the lab requisition(s).
  1. Select the Reviewed radio button in the Requisitions section
  2. Click the drop-down in the Status column and select Informed or Complete. 
  3. Repeat the above steps to finalize all requisitions

Review Pending Lab Requisitions

  1. Click Received or Reviewed on the Main Navigation panel, the Results Received/Reviewed tab is selected on the Clinical Work window.
  2. Click the Pending Requisitions tab.

  1. Below are actions that may be taken from this window.

Warning: Always follow the Practice policy if choosing to make changes from the Pending Requisitions window.

  • : Select the icon to view the details of the lab requisition.
  • Click the icon to go to the Patient chart.
  • Notes: Diagnostic test name. You may click into the field and add additional information.
  • Location Name: Name of the location the test was ordered, if incorrect, click the drop-down and select from the list.
  • Spec Coll: Location where the specimen was collected, if incorrect, click the drop-down and select from the list.
  • Lab: Lab location, if incorrect, click the drop-down and select from the list.
  • Status: The status of the lab test, to change, click the drop-down and select from the list.
  • Flag Date: Date the diagnostic test results should be available, to change, click the drop-down and select from the list.
  1. (Optional) Click the Print button to print the Pending Requisitions report.

Reviewing the Date Range

  1. Click Received or Reviewed on the Main Navigation panel, the Results Received/Reviewed tab is selected on the Clinical Work window
  2. Click the Review Date Range tab.
  3. The Start date and End date will default to 1 week. To change, click the drop-down and select from the calendar.
  4. Click the Refresh button.

  1. The following actions can be done from the grid.
  • Columns added are removed using the Column Selector button.
  • Information in the columns can be filtered using the filter button.
  • Report can be grouped by moving a column to the group bar.
  • View the lab in the chart by selecting the Patient button.
  1. (Optional) Click the Print button to print the Review Date Range report.
Version 20.14

Overview

In this article you will learn how to review and complete open lab requisitions. In addition, you will be introduced to how to monitor the diagnostic tests and perform follow up. The user will be shown optional settings to ensure all open diagnostic tests are addressed. 

Review and Complete Lab Requisitions

  1. Click the Received button in the Main Navigation panel. The Clinical Work window is displayed.

Note

  • To view Diagnostic tests for other users, select the User from the drop-down menu or click the Everyone radio button in the Scope field.
  • The dates field is unavailable to change and All is selected. This allows you to see all requisitions including those with a status of Partial.
  1. Highlight a Patient in the Requisitions panel, the test results are displayed in the Orders/Results panel.

  1. Select the Expand All checkbox so all results, for the selected lab requisition, are displayed.
  2. Select the Reviewed (Rev'd) checkbox on each order.
    or
    Click the Review All button to mark all results as reviewed.
  3. Repeat the above steps to review all lab requisitions.
  4. Complete the lab requisition.
  • Select the Reviewed radio button in the Requisitions panel.
  • Select an Option from the Status drop-down menu. To finalize the requisition select Informed or Complete.
  • Repeat the steps to finalize all requisitions.

Reviewing Open Lab Requisitions

  1. Click Reviewed or Received in the Main Navigation panel. The Clinical Work window is displayed.
  2. Click the Pending Requisitions tab.


ElementDescription
Review Requisition
Go to patient chart
Req DateDate Lab Requisition created
Pat IDPatient Account ID
PatientPatient name
NotesLab test Notes
Location NameLab Location
Spec CollWhere specimen was collected
Spec ID.Optional ID fields for Specimen
Req. IDOptional ID fields for Requisition
LabLab name
StatusStatus of lab requisition
Flag DateDate flagged for results to be returned
PrivatePrivacy Level indication


Note:  Click the Print button to print the full list of Pending Requisitions.

Reviewing the Date Range

  1. Click Reviewed or Received in the Main Navigation panel. The Clinical Work window is displayed.
  2. Click the Review Date Range tab.
  3. The Start date and End date will default to 1 week. To change, click the drop-down menu and select an option from the calendar.
  4. Click the Refresh button.

  1. The following actions can be done from the grid.
  • Columns added are removed using the Column Selector button.
  • Information in the columns can be filtered using the filter button.
  • Report can be grouped by moving a column to the group bar.
  • View the lab in the chart by selecting the Patient button.

Note: If a practice needs to print pending lab requisitions the Review Date Range report must be used. The Status column needs to be filtered to Pending. Once the filter is set, click the Print button.