View, print, distribute, and export reports

The Result Inquiry form is your central hub for finding released results, previewing reports, printing in bulk, and distributing them to clients. It also supports selective reporting (specific tests only), grouping, and exporting to multiple formats with optional watermarks.

What you can do

• View and search
  • Filter by date range, client/site, patient, provider, order/accession, status, department, test/panel.
  • Group results by client, patient, or test to organize large batches.
• Print
  • Print single or multiple orders at once.
  • Generate reports for all tests in an order or only selected tests.
• Distribute
  • Email, fax, or resend to configured destinations or simply on the fly.
  • Add a one-time “Additional Copy” destination without changing Report Rules.
• Export
  • Export reports to Word (DOCX), PDF, TIFF, and Excel, among other supported formats.
  • Batch export for high-volume workflows.
• Apply watermarks
  • Add watermarks such as “Copy,” “Preliminary,” “Patient Copy,” or “Confidential” to printed/exported reports.

Common workflows

View and print a single order

1. Open Result Inquiry and set filters (e.g., Today, Client = City Clinic).
2. Select the order and click Preview to confirm content.
3. Choose All Tests or select specific tests.
4. Click Print.

Batch print for a client/date range

1. Filter by Date and Client.
2. Group by Client (optional), then select multiple orders.
3. Click Print or Export; choose format and watermark if needed.

Email or fax reports

1. Select one or more orders.
2. Click Email or Fax.
3. Confirm recipient(s), subject, message, and options.
4. Send and verify delivery status in logs.

Export to PDF/TIFF/Excel/Word

1. Select your orders.
2. Click Export and choose the desired format.
3. Select All Tests or Selected Tests; apply watermark.
4. Download the file(s) or send via secure channel.

Generate a report for specific tests only

1. Highlight the order.
2. In the test list, select only the tests you want to include.
3. Preview to confirm, then Print/Export/Distribute.

Filters, grouping, and layout

• Filters: Date, Client/Site, Patient, Provider, Status (Final/Corrected/Prelim), Department, Test/Panel, Destination.
• Grouping: Drag column headers (e.g., Client, Patient) to the group panel to create expandable sets.
• Column control: Show/hide columns.

Report options and formatting

• Content scope: All tests in order, selected tests only, include addenda/corrections, include images/attachments (as configured).
• Layout: Portrait/landscape, page size, header/footer elements (logo, facility IDs, page numbers).
• Watermarks: Choose a watermark for printed/exported copies; watermark text and style are configurable.
  

Distribution and delivery

• Triggers
  • Result Inquiry sends on-demand copies; standard automated distribution occurs at release via Report Rules.
• Destinations
  • Fax, secure email. You can add an Additional Copy for one-time sends.
• Verification
  • Use delivery logs to confirm fax success, email bounces, requeue failures.

Note: Results appear on the portal only after they are released (Final/Corrected). Preliminary results are typically not visible unless your policy allows.

Security, compliance, and audit

• PHI safeguards
  • Use secure fax and encrypted email; avoid PHI in email subject lines.
  • Apply “Confidential” watermarks where appropriate; use password-protected PDFs if required.
• Audit trail
  • All actions (print, email, fax, export) are logged with user, timestamp, and destination.
• Permissions
  • Access to export/distribution features is role-based.

Best practices

• Save Custom Views (filters, groupings, visible columns) for recurring tasks like “Final Today by Client.”
• Use Selected Tests to avoid sending unnecessary components.
• Apply “Copy” watermark to supplemental distributions to prevent confusion with originals.
• Verify delivery logs after bulk sends; requeue any failures promptly.
• For corrected results, use the Corrected report option to clearly communicate revisions.

For additional help please get in touch with us!