Documentation
User Permissions Required (contact your BestNotes System Administrator for user permissions):
Review Results
To access lab results, you will click on the Lab Results button at the top-right corner of the screen. Clicking it opens a separate window showing all new and existing lab results available in BestNotes. New lab results will import every 3 hours.
There are 6 filters available while navigating available results:
From Date = Results prior to this date will be removed from view
To Date = Results following to this date will be removed from view
Order Status = Filters based on the status of the issued order
Lab = Filters for lab results based on integrated lab partner
Provider = Filters for lab results based on authorizing provider
Show Linked Results = Displays all results currently linked to a client's chart; Linked results are hidden by default
NOTE:
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Clicking the Downward Arrow icon will expand the result and display the electronic result information. Clicking the Downward Arrow icon while expanded will shrink the section:
Clicking the PDF icon will open the result in a new window, as a PDF document. While in this view, a user will be able to print or download any result available:
While the PDF result is visible, selecting the Reviewed By option will allow a user to be added into this result as a Reviewer:
Once a user has been added as a reviewer, upon viewing the result the user will be prompted to formally review the document:
Once the Review Entry button has been clicked, the reviewing user will be visible with an indication that the review has been completed:
Any user with access to lab results may hover over the Reviewed Icons to view a detailed list of pending and completed reviewers:
Link Results - Automatic
Lab results will automatically link to a client's chart if the following content is an identical match between the BestNotes chart and the imported lab result:
- First Name
- Last Name
- Birth Sex
- DOB
- Active Chart
Results will not automatically link to a client chart if:
- The imported result does not identically match a chart's First Name, Last Name, Birth Sex, DOB
- There are multiple identical matches (duplicate charts)
NOTE: If a lab result did not automatically link to the appropriate chart due to any discrepancy with First Name, Last Name, Birth Sex, or DOB, the result must be manually linked. |
Link Results - Manual
To manually link a lab result, click the Link Icon to the left of a client's name in the Lab Results window:
Then, select the desired patient’s name to link the lab result:
NOTE: BestNotes will present similar charts to assist in manually linking results. Clients with similar information (such as last name) may appear as potentially linkable charts. |
Unlink Results
Once a lab result has been linked, if it must be un-linked or re-linked to another chart, you can click the Unlink button near the linked result or click the correct client's name in the available list to automatically un-link and re-link the result: