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How Do I Attach a New Report to a Study?

To attach a Report, the Reporting Tool has to be setup to use Attach Reports. Click on the Open Report menu and click on the Attach Document option.

Clicking this option will launch the Document Viewer and prompt the user with the following dialogue.

The Document Title can be a maximum of Sixty four characters long. The Document Type is a drop-down menu which defines the type of document being attached. The types of documents which be attached with the report are:

Admin, Clinical, Consultation Report, Diagnostic Preliminary, Diagnostic Report, HIPAA Consent Form, Instruction, Insurance Card, labs, Mammo, Medical records Release Form, Patient Forms, Patient Insurance Cards, patient Registration Form, referral, RIS, Rx, Screening, and Study Form.

If the current study does not contain any reports, the Open Report button will launch the Attach Report window. Otherwise, an existing SR Report will be displayed in Read Only mode. Once the Document Title and Document Type has been chosen, the following window will be displayed.

DOC, PDF, RTF, TXT, JPEG, BMP and HTML are the file types that are supported. Any one of these file types can be attached and converted to an SR Report. Once a file has been attached, it is displayed in the report window.

If more than one Report is associated with the study, tabs appear across the top of the dialog. Each tab contains the name of the associated report.

  1. To attach a new file as a DICOM report select the Attach button. This button performs in the the same way as pressing the Attach Documents option described above. The user should follow the prompts described above.

  2. The Update button will open the current report in the Microsoft Word editing window where it can be modified as desired (please refer to the section Rules for updating preliminary documents below).

  3. The Sign Report Button will sign the report. Only Diagnostic reports can be signed by the user. The Sign report button will change the status of the report from Preliminary to Final. If the template is password protected, a message will appear asking the user to remove the password.

  4. After the report has been signed, the user can make changes in the report after pressing the Amend button. The Amend report option will attach an addendum to the Final report which has been attached.

  5. The Check Mark button advances the study to the next level. Only authorized study players will have the check mark visible. If the template is password protected, a message will appear asking the user to remove the password.

  6. Clicking the Red Exclamation Mark button changes the study's priority to either CRITFIND or CRITEST.

  7. To close the report click the Close button.

  8. The Next Study button will open the next study on the Worklist.

Rules for updating preliminary documents

The option Automatically Edit Existing Reports in Settings > User Options > Document Options allows the assigned Reading Physician to update a preliminary/ diagnostic preliminary report without pressing the 'Update' button in the document editor.

When the option is pressed, the assigned reading physician can edit an existing preliminary/ diagnostic preliminary report without pressing the Update button. In this case, the 'Update' button is disabled. The users will be able to update the document with this option if the following conditions are met:

Condition
1. The study status should be less than 'Read' (i.e less than 180).
2. The study should have only one Diagnostic Report/ Diagnostic preliminary report.
3. The status of the diagnostic report should be 'Preliminary'.
4. The user updating the study must be the assigned reading physician of that study.
Rules for the "Sign Report" button to appear

The following conditions must be met in order for the Sign Report button to appear:

Condition
1. The report is not verified.
2. The report is a diagnostic report or preliminary diagnostic report.
3. The report is not a prior report.
4. There should be an assigned reading physician.
5. The current user has sign any report privileges or the current user is assigned the reading physician role.