Forwarding Results

Use the following steps to forward results to another provider. This can either be done as a courtesy notification or to move results mistakenly placed on your queue.

1.   If you haven't already, go to the Result Manager module and click a letter or letters in the CDR Results column for the desired patient.

2.   If necessary, click the text link for the result you want to forward so that the result details are displayed on the right. To forward more than one result, click each check box preceding the result category on the left.

3.   Click Forward Result. Then do any of the following:

• Select a recipient from your practice or the patient’s provider list

  • Click the button next to one of the following options: My Current Location, Entire Practice, or Patient’s Provider List. The list populates the upper left display field.

  • Scroll to find the desired name, and click the name to select it. Click  to display additional information, if necessary.

  • Click   to include this name in the recipients field on in the center of the screen. If the selected recipient is not a Results Manager user, a warning message displays.

• Search for a recipient by name

  a.  Type the full or partial name of the person you wish to search for. Type the last name first. Enter a comma and then type the first name, if desired. You can enter only part of the name (even a single initial is allowed) to save time.

  b.   Click Search. Matching names populate the display field on the left.

  c.   Select a name, and click  to display additional information, if necessary.

  d.   Click   to include this name in the recipients field on in the center of the screen. If the selected recipient is not a Results Manager user, a warning message displays.

• Select recipients from a previously created custom distribution list

  Select the list from the display field on the lower left and click   to include this list in the recipients field in the center of the screen.

  A popup box may display prompting you to select a subset. If so, select one and click Ok.

• Select the patient’s PCP

  Click to select  the PCP check box to add the patient’s PCP to the recipients field on the right.

  Note: If the patient does not have a PCP identified in the LMR, the PCP the check box is inactive.

4.   Click to indicate if you want forwarded results to remain on your queue.

5.   Edit the Note to Recipient(s) field, if desired. If you do not edit this field, the standard note is automatically included.

6.   Click Send & Acknowledge or Send w/o Acknowledge, as appropriate.