Request a Check-In Log Report
1 In the menu bar, click References > Report Manager.
The Report Manager page displays a list of all of the reports (if any) that have been requested within the past 180 days.
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Note: The Report Manager menu item does not appear for contracted phlebotomists. |
2 In the Report Type list, click either Check-In Log [PDF] or Check-In Log [Excel].
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Note: The Report Type list defaults to the last report type you accessed. |
3 To request a brand new report, go to step 4.
To request a new report based on an existing one, in the Generated Reports area, click 
next to the report that you want to use as a basis for the new report. All of the criteria associated with that report appear on the left side of the page. To request a new version of this report exactly as is, go to step 14. Otherwise, to make any changes, go to step 4.
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Note: Before you request a new version of an existing report, review the Verify area to ensure that all of the criteria are correct. For example, if the original report was generated on March 25, 2019 and the From-To Date boxes both contained ‘t’, then the original report contained only data from March 25. If you subsequently request a new version of this report on April 4, it will contain only data from April 4. If you want the new report to contain the exact same data as the original report, you would have to change the From-To Date boxes to both display 03/25/2019. |
4 In the Report Name box, type an appropriate name for the report.
As you complete the information on this page, the Verify area displays your specified data.
5 In the Run list, click the frequency for which you want the report to run.
• Now runs a one-time report.
• Daily defaults the from and to dates to the current day.
• Weekly defaults the from and to dates to the past 7 days with the report scheduled to run on Sundays.
• Monthly defaults the from and to dates to the past 31 days with the report scheduled to run on the 1st day of the month.
All defaults can be altered prior to submitting the report. 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.
6 In the Send To box, type any email address(es) you want reports sent to.
Reports can be emailed to you (at your defined email address, if applicable) 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.
7 In the From-To Date boxes, type the date range for the data that you want to include in the report, or click the date on the calendar.
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Tip: You can use any of the following shortcuts to specify the date: • Type • Type • Type If you use one of these shortcuts, it is not converted to the actual date in the From-To Date boxes. However, it is converted in the Verify area. This ensures that you can request a new version of the same report again later, and the new report will reflect the appropriate relative dates. |
8 To specify the facility, in the Facility box, type the facility code or at least two characters of the facility name. A list appears with the first ten matching facilities for which orders have been placed. As you continue typing, this list displays more similar matches. When you see the appropriate facility in the list, click that facility. (You can also simply type the complete facility code and press Tab.)
To specify multiple facilities, type the facility code of each one, separated by a comma (such as TP,TPN).
9 Do one of the following, based on the option you selected in step 2:
• For a Check-In Log [PDF] report, skip to step 14.
• For a Check-In Log [Excel] report, continue with the next step.
10 To include only those patients who scheduled an appointment and completed the pre-registration process electronically prior to arriving for their appointment, select the Pre-Registration Only check box.
11 To include only those patients who were removed from the Check-In Queue for a specific reason (or to include all removals, no removals, or appointment no-shows only), click the appropriate option in the Removal Reason list.
12 In the Columns area, select the check box for each column that you want to include in the report, in the order that you want them to appear from left to right.
Alternatively, select the All Columns check box to have the report include all of the possible columns in alphabetical order. You can optionally clear the check box for any column that you do not want to include.
You must select at least one column. As you select columns, the Verify area displays how the columns will be arranged in the report.
13 In the Verify area, review your choices.
If you need to make any adjustments, repeat steps 4–12 as needed.
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Tip: To clear all of your entries (except the report type) and start again, click Reset. |
The Generated Reports area displays the date and time that you submitted the request, the report type, the report name, and its status.
Depending on the amount of data requested, it might take some time to generate the report. While the data are being prepared, the Status column displays 
and the word Pending.
If an error occurs when the report is generated, the Status column displays 
and the word Error. If you position the pointer anywhere in the row, a pop-up window displays the nature of the error. If the error occurred because of a problem with the background job, try requesting the report again.
As soon as the report is available for viewing, the Status column displays 
and the word Completed. If you position the pointer anywhere in the row, a pop-up window displays the number of records included in the report. You can view the report for the next 180 days.
