Web Portal Settings - branding, supplies, and result entry

Use Web Portal Settings to brand the portal, surface quick-view test results on the Orders grid, manage online supply ordering, and control whether portal users can enter results for point‑of‑care workflows.

1) General settings

• Logo upload
  • Upload the logo displayed on the portal. Prefer a clear PNG/JPG sized for web for faster loading.
• Quick‑view tests (up to 5)
  • Select up to five tests to show result values directly in the Orders list grid. This helps portal users quickly review high‑frequency results (e.g., INR for nursing homes) before opening the full report.
• Show “Missing Info” link
  • When checked, the Orders grid will show a “missing info” link under the Order Number whenever required data is incomplete. Clicking it opens a form indicator so users can add the missing information.
  
  

How to configure

1. Go to Settings → Web Portal Settings → General.
2. Upload the logo.
3. Choose up to five tests for quick‑view display.
4. Check “Show Missing Info” if you want the link to appear.
5. Save.

Best practices

• Pick tests with short, easy‑to‑read values that add immediate triage value.
• Keep branding files small to optimize page load times.

2) Supply settings

Let clients order collection and office supplies online.

What you can set

• Supply catalog and categories (e.g., Tubes, Swabs, Forms, Shipping)
• Order unit per item (Count, Box, Case)
• Images for each item for easy identification

How to configure

1. Settings → Web Portal Settings → Supplies.
2. Create or edit categories.
3. Add items with description, order unit, and optional image.
4. Publish/Save.

Best practices

• Use clear names and photos; include unit/quantity details in the description.
• Hide obsolete items instead of deleting, to preserve order history.

3) Result settings

Enable result entry from the portal for point‑of‑care scenarios (e.g., toxicology cup screens performed at the client site).

What you can set

• Enable/disable web portal result entry (global setting)
• Allowed user roles (who may enter results in the portal)

Important

• These are global settings. You must also authorize, at the client level, which specific tests each client is allowed to result from the portal.

How to configure

1. Settings → Web Portal Settings → Results.
2. Toggle result entry Enabled/Disabled.
3. Select the user roles allowed to enter results.
4. Save.
5. Per client: authorize the specific tests permitted for portal result entry.

Best practices

• Limit result entry to CLIA‑waived or approved POC tests and trained roles.
• Provide client training and quick reference guides.

Troubleshooting

• Quick‑view results not showing: confirm the tests are selected in General settings and results exist for those orders.
• “Missing info” link doesn’t appear: verify the checkbox is enabled and that the order actually has required fields missing.
• Supplies can’t be ordered: check item/category visibility and that the client has ordering permissions.
• Portal result entry disabled: ensure the global toggle is On and that tests are authorized at the client level for the user’s role.