Generate an Informatics Report

1 In the menu bar, click Results > Informatics Results.

Note: The Results menu appears only if you are allowed to view patient test results. The Informatics Results menu item appears only if you are also allowed to view statistics.

2 In the Client list, click the client for which you want to generate an informatics report.

Your default client is selected automatically. You can change your default client via your user profile.

Tip: To restore the default search criteria at any time, click Reset.

3 In the Start Date and End Date boxes, type the appropriate date in each box, or click the date on the calendar.

For example, to limit the report to data from the first three months of the year, you would type 01/01/2019 in the Start Date box and 03/31/2019 in the End Date box.

Tip: You can use any of the following shortcuts to specify the date:

Type t for today’s date.

Type y for yesterday’s date.

Type t-# (where # is the number of days prior to today). For example, type t-7 to specify one week prior to today.

Note: Data from reports that have been archived cannot be included in informatics reports. If the specified starting date is earlier than the oldest report in the system, a message advises you of the earliest possible starting date. Click OK and type that date or a later date in the Start Date box.

4 In the Analyte Name box, type at least the first two characters of the analyte name, and then click the appropriate analyte in the list.

5 To limit the report to specific age groups, do one or more of the following:

In the Age Greater than or Equal To box, type the minimum age.

In the Less than or Equal To box, type the maximum age.

For example, to search for data for children ages 6 to 16, you would type 6 in the Age Greater than or Equal To box and 16 in the Less than or Equal To box. To search for results for anyone older than 6, you would type 6 in the Age Greater than or Equal To box and leave the Less than or Equal To box blank. To search for results for anyone younger than 16, you would leave the Age Greater than or Equal To box blank and type 16 in the Less than or Equal To box.

The All check box is selected by default, meaning that all ages will be included in the report. If you type any data in either the Age Greater than or Equal To or Less than or Equal To box, the All check box is cleared automatically.

6 To limit the report to specific sexes, select or clear the appropriate check boxes—Male, Female, and Unknown (that is, the sex was not reported).

The All check box is selected by default, meaning that all sexes will be included in the report. If you select any sex-specific check box, the All check box is cleared automatically.

7 To limit the report to specific analyte values, do one or more of the following:

In the Value Greater than or Equal To box, type the minimum value.

In the Less than or Equal To box, type the maximum value.

Select or clear the Abnormals Only check box.

For example, to search for total cholesterol values from 150 to 250, you would type 150 in the Value Greater than or Equal To box and 250 in the Less than or Equal To box. To search for any results over 150, you would type 150 in the Value Greater than or Equal To box and leave the Less than or Equal To box blank. To search for any results under 250, you would leave the Value Greater than or Equal To box blank and type 250 in the Less than or Equal To box.

Selecting or clearing the Abnormals Only check box also affects the report. For example, for total cholesterol, any value over 200 is considered abnormal. If you type 150 in the Value Greater than or Equal To box and 250 in Less than or Equal To box, and select the Abnormals Only check box, only those results in the 200 to 250 range would be included in the report, since anything below 200 would not be considered abnormal.

The All check box is selected by default, meaning that all values will be included in the report. If you type any data in either the Value Greater than or Equal To or Less than or Equal To box, or if you select the Abnormals Only check box, the All check box is cleared automatically.

8 In the Sort Criteria, area click the option button that indicates how the retrieved results should be sorted:

Patient Name

Req (the requisition number)

Value (the analyte value)

9 Click either the Descending option button (to sort the data from Z to A or from highest to lowest number) or the Ascending option button (to sort the data from A to Z or from lowest to highest number).

10 Click Query.

The Query Results page displays all results that match the specified criteria, including the specimen ID; the date that the specimen was collected (if available); the patient’s name, age, and sex; and the analyte value. Abnormal values appear in red.

11 Do one or more of the following:

Browse through the report. The numbers at the top of the list indicate the total number of results retrieved and the number of results currently displayed (20 results are displayed at a time). Click the arrow buttons to go to the next or previous page, or to the beginning or end of the list.

Note: If you are already at the specified location, the arrow is inactive. For example, if you are at the beginning of the list, the left arrow is inactive.

View the associated test results. To view the report associated with a particular measurement, click the appropriate item in the Specimen Id column.

On the Print dialog box, make any appropriate changes and then click Print, or click Cancel if you simply want to view the report. The procedure for browsing or printing the report varies, depending on your version of Adobe Reader.

To return to the query results, click Back.