Viewing patient information

Follow these steps to view patient information.

1. Click Patients in the side menu.

2. Click the Patient ID number for the patient. You may need to filter patients to find the correct patient.
   

3. The patient's results will be displayed by default.

   • New results have a status of New, while results that have been previously have a status of Viewed. Click the word New or Viewed to switch the status. Any results prior to Release 2.8 (before August 27, 2023) are automatically set as Viewed.

   • Tests with a green bar at the left side are complete. Tests with a gray bar are pending. Tests with a red bar have been canceled.

   • Click a test result to view result details.

4. Click to view the patient's consultations instead of results.
   

   • Completed consultations will have a green bar at their left side. Pending consultations will have an orange bar. Canceled consultations will have a red bar.

   • Click to view consultation information. If it's time for a scheduled consultation, you can click to join the consultation. Click Close to exit the consultation information.

   • For completed consultations, click to download the consultation report to your Downloads folder.

Here are some things you can do from a patient's information:

• Edit patient information

• Create a new Reference Lab order

• Print or download a patient's test results

• Email a patient's test results

• Schedule a consultation

• Merge patients