The LIS includes a Document Management System that allows users to store files of many different types. This is especially useful when the laboratory needs to attach lab result reports from a reference lab.

When configured correctly, the LIS can transmit these attached documents along with lab results by:

• email

• fax

• Or display them on the client web portal for orders and results

Purpose

This feature allows laboratories to include supporting result documents together with the main lab report so recipients receive a more complete set of information.

A common example is attaching a reference laboratory report to the transmitted patient results.

Requirements

To transmit documents with lab results, the following requirements must be met:

• The document must be a PDF

• The document must be identified as a lab result document by selecting the Lab Results checkbox on the Documents form

If these conditions are not met, the document will not be included in the result transmission.

How the System Identifies Eligible Documents

Only documents that meet both of the following conditions are eligible for transmission with result reports:

1. The file format is PDF

2. The Lab Results checkbox is selected on the document record

This categorization tells the system that the file should be treated as a result report attachment.

Ways to Include Documents in Result Transmissions

There are three ways to configure result transmissions so that attached lab result documents are included.

1. Result Inquiry Form

From the Result Inquiry form:

1. Select the order/tests to be transmitted

2. Add the desired destinations:

   • email addresses

   • fax destinations

3. Select the Include Lab Result Documents checkbox

When this option is selected, all documents categorized as Lab Result in the Documents form will be included in the transmission.

2. Additional Copies

When configuring Additional Copies from the order form, you can enable document transmission by selecting the:

• Include Lab Result Documents checkbox

When checked, all associated documents categorized as Lab Result will be included with the transmitted results.

3. Report Rules

When configuring Report Rules, you can also select the:

• Include Lab Result Documents checkbox

This allows the system to automatically include all documents categorized as Lab Result in the Documents form whenever results are transmitted using that report rule.

Important Limitation

This feature works only with:

• email services provided by OCL LIS

• cloud storage provided by OCL LIS

If the client is using their own email service instead of the OCL LIS-provided email functionality, this feature will not be activated.

Common Use Case

A common use case is when a laboratory receives a PDF report from a reference lab and stores it in the LIS document management system. If the document is marked as a Lab Result document, it can then be included automatically when sending the patient’s result report by email or fax, or made available through the client web portal.

Best Practices

To ensure the feature works correctly:

• Upload the attached result document in PDF format

• Always mark the document with the Lab Results checkbox if it should be transmitted with results

• Verify that the transmission method is using OCL LIS email or cloud storage

• Confirm that the correct transmission option includes Include Lab Result Documents

Summary

The Sending Result Reports with Attached Documents feature allows the LIS to include PDF lab result documents, such as reference lab reports, in result transmissions and portal display.

To use this feature successfully:

• store the document in the LIS

• make sure it is a PDF

• mark it as Lab Results

• enable Include Lab Result Documents in one of the supported transmission methods:

  • Result Inquiry

  • Additional Copies

  • Report Rules

This helps ensure recipients receive complete reporting documentation along with the main lab results.