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Locked Reports Functional - Explaination
Posted by Anna Teploukhova on 14 August 2012 05:21 PM

Locked Reports Functional

Final Report becomes a Locked Report right after the system picks it up for delivery (via fax or email) back to the referring doctor.

All consecutive changes to the report do not overwrite the information in the original file, but create new stand-alone Reports. These stand-alone reports will not become locked, until they are picked up for the delivery once again.

Type Visit Page – Restore Button:

Button Restore retrieves text from the original typed and locked report(s) for the selected investigation(s). If the investigation is not selected or there is no locked report generated for it previously, then the button will be disabled.

VisitDetails Page:

Button Report History opens all documents connected to the visit in question (Reports & Locked Reports for all investigations under that visit). Button is disabled in cases where there is not a single locked report for the visit,

Button View Report opens a version of the report that is compiled from all previous documents for the selected investigation(s). In case there is not investigation selected or report/locked report previously generated a user will see a warning. 

Button Edit Report opens a window for editing the report. Text displayed in the window is compiled from all previous documents (Reports & Locked Reports) for the investigation(s) in question (see below for further explanation).

Button Final Report on Status Page or Archive Page opens the version of the text that is compiled from all previous documents for all investigation under the selected visit.

Edit Final Report Page:

Upon opening Edit Report Window, system displays the last version of text compiled from all previous documents (report & locked report) for selected investigations. After editing the text, the system will save the text it in either one of the following ways:

a)      Create a new stand-alone document or Report, in case the original text was generated from a Locked Report. This will then become the last version of the document.

b)      Update text in the Report, in case the original text was pulled form a Report that has not been locked. This will then become the last version of the document.

Please note: Extra caution must be exercised when editing text for visits than contain multiple reports. If a user selects all investigations, edits, and saves the text, that report then becomes the latest version for all investigation.

 


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