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.

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
Provider = Filters for lab results based on authorizing provider
Patient = Search by CID or patient name
Lab = Filters for lab results based on integrated lab partner
Order Status = Filters based on the status of the issued order
Result Status = Filters based on the status of the imported result

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 can choose to Complete Review:

Once the Complete Review 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 patient's name to the left of a client's name in the Lab Results window:
Then, select the radio button that represents the desired patient to link the lab result and click Match:

![]() | 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. |
