Working with Order Reports

An order report is an Excel spreadsheet that contains information about orders placed for one or more clients of one or more labs for a specific date range and other criteria. (If you are accessing a PSC facility, you can request a report for one or more facilities rather than clients.) For example, you can limit the report to only filed, held, scheduled, standing, or canceled orders. You can also optionally include generic orders.

An order report can contain information about more requisitions than the requisition log supports. It can also include data that is not available in the Excel version of the requisition log (such as the patient’s sex or information about scheduled orders), exclude information that you do not need, and sort the data more precisely (for example, by the physician’s NPI).

When requesting this report, you can specify what data you want to include. For example, you might include billing, diagnosis, patient, physician, or test information. You can also request a new report based on previously defined criteria and make any changes that you want.

This report can be run one time, or it can be scheduled to run on daily, weekly or monthly intervals. You can create a maximum of three recurring reports. After six months, recurring reports expire and must be resubmitted to continue running. You will receive a reminder email 1 week before a report expires.

You can request that the report be emailed to you or to any Quest Diagnostics employee using a company email address (for example, @QuestDiagnostics.com or @AmeriPath.com). Multiple recipients must be separated by commas.

The first row of an order report displays the report name, the second row displays the date and time that the report was generated, and the third row displays the filter criteria specified for that report. The column headings that appear in the fourth row vary, depending on what data was requested when the request for the report was submitted. The remaining rows of the report display the data that matches the specified criteria.

Notes:  

The Date Requested column in the Generated Reports area displays the date and time that the request to generate the report was submitted; the second row of the report itself displays the date and time when the report generation was complete. Depending on the amount of data in the report, these dates or times could be significantly different.

If you requested more data than can be displayed in your version of Excel, a message appears. You must change the criteria and submit a new request.

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