Welcome to the Help Page
1.
Inbox
The inbox tab is the current list of reports. All reports that have been finalized, whether amended or not, and have not been archived are listed under this tab.
2.
Archived
The archived tab acts similarly to inbox but is used to keep the reports out of the current list so that old reports aren’t clogging up the inbox view but still are available for viewing.
3.
Search filter
The Search Filter is a cumulative filter. The list will be held true by each filter used.
Example:
If the last name entered is “Smith” and the date of birth is “04/30/1970”, then the list will only show all the cases in which the last name is “Smith” and the birth date is “04/30/1975” and not all the cases which have a last name of “Smith” or a birth date of “04/30/1970”
3.1 Last Name:
Filters the Report list by the Last Name given in the text box
3.2 Date of Birth:
Filters the Report List by the Date of Birth given in the text box
3.3 Date of Service:
Filters the Report list by the Date of Service given in the text box
3.4 Dos start Date:
Filters the Report list by the Dos start Date given in the text box
3.5 Dos end Date:
Filters the Report list by the Dos end Date given in the text box
3.6 Report Date:
Filters the Report list by the Report Date given in the text box
3.7 Patient Id #:
Filters the Report list by the Patient Id # given in the text box
4.
Select read/select new
If the report has been reviewed previously it will not be in bold in the Report list and those that have not been reviewed in the past will be in bold. So when “Select Read” button is clicked it will highlight and check all those that have been previously viewed. And, if the “Select New” button is clicked then only the reports that have not been viewed will be highlighted and checked.
5.
Action bar (send to archive, view selected, download selected, color tab)
This area allows for grouping, and modification of the reports in the list of the checked and highlighted reports
5.1 Send to archive/send to inbox:
If the report is in the inbox tab then the selected will be “Send to Archive” and if the report list is in the Archives then it will be the inverse. Sending reports to the archives, keeps the inbox clean of old reports, but does not delete them.
5.2 View selected:
All the reports that are checked when the “View Selected” is pressed will be opened in Adobe PDF for review.
5.3 Download selected:
This acts similarly to the view selected but will bring a popup and list all the selected pdfs, the download path and a download all button on the bottom left. By selecting download all, all the files will be downloaded and saved to the listed path in the popup.
5.4 Color button:
The color button allows you to tag selected reports with specific color which can be used for quick categorization by color scheme.
5.5 Grouping:
By grabbing individual columns and dragging them to this section will create a tree-view grouping the list by the first column in the bar starting from left to right.
Example:
If you drag status and facility to the grouping bar then the list will be grouped first by the status and then the facility
6.
Report list
This is the body of the reports available. Depending on whether you are in the inbox or archive the list, it will show either the current list or past reports. Reports can be selected by multiple ways.
i. Click on the individual check box in the row of the report desired.
ii. Click on the checkbox in the far upper right (the one next to the words "Date of Service") to select all reports shown.
iii. Holding down the left mouse button and creating a drag-box highlighting all cases within and they will all be checked.
6.1 Filter text boxes:
The filter areas have a maximum of three fields in which they can modify the report list. From the order left to right as seen on the report they are:
a. Text box
b. Calendar icon
c. Funnel icon
By entering information into the text boxes the information displayed will be limited by the entered parameters.
a. If you enter the date “02/24/2010” into the “Date of Service” text box and then clicked on the funnel icon to the right of the Calendar icon you will be shown a list of choices if you select “EqualTo” then the report will be filtered by the date entered.
b. No action on the report is taken until the funnel icon and choice is made. To remove the filter, go back into the Funnel Icon and select “NoFilter”
7.
Access
If the user does not remember their password, click on the "Forgot Password/UserName?" link. The user will be prompted to enter their username and the system will use the email on file to send them a new password. If the email on file is incorrect, user must contact laboratory manager.
If there is no activity by the user for a period of 20 minutes, the system will log the user off.
If the user does not access the report viewer for a period of 30 days, the system will automatically request a new password. The user will have to enter the old password, and the new password to gain access to the report viewer.