Request an Order 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
|
Note: The Report Manager menu item does not appear for contracted phlebotomists. |
2 In the Report Type list, click Requisition List.
|
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.
|
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 Status list, click the type of orders that you want to include in the report (Filed, Held, Scheduled, Standing Orders, or Canceled).
|
Note: If you are accessing a PSC facility, Held is not an available option. |
8 To include generic orders in the report, select the Include Generic Requisitions check box.
9 If you chose anything other than Held in the Status list, 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. (If you chose Held, the From-To Date boxes do not appear; the report will include all orders in the hold list that match the rest of the specified criteria at the time that the report is generated.)
For filed orders, this is the date that the order was placed. For scheduled orders, this is the date that the specimen was scheduled to be collected. For standing orders, this is the starting date. For canceled orders, this is the date that the order was canceled.
|
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. |
10 In the Labs list, select the check box for each lab that you want to include in the report.
This list displays all of the labs that have been assigned to you, and your default lab is selected automatically. You can optionally select the All Labs check box at the top of the list to select all of the listed labs, or clear that check box to clear all of them. You must select at least one lab.
|
Note: If you can access only one lab, the Labs list does not appear. However, the site ID of your lab appears in the Verify area. |
11 Do one of the following:
• If you are accessing an IOP facility, in the Clients list, select the check box for each client that you want to include in the report.
This list displays all of the clients that are assigned to you for each selected lab, along with all of the national clients that you can access. (National clients have the same client number across all Quest Diagnostics labs, typically beginning with 9750 or 9751.) The client number appears in parentheses after the client name.
Each national client appears only once in the list, no matter how many labs you selected. If you select a national client, the report will include data for all of the selected labs that are associated with that client. For example, the client 97502840 might be associated with both the MIA and TMP labs. If you selected both of those labs in the Labs list, 97502840 would appear only once in the Clients list. (The displayed client name is the name used for that account by the first lab assigned to you, whether or not you selected that lab in the Labs list.) If you select that client, the report will contain information about client 97502840 for both MIA and TMP.
You can optionally select the All Clients check box at the top of the list to select all of the listed clients, or clear that check box to clear all of them. You must select at least one client.
|
Note: If you can access only one client, the Clients list does not appear. |
• If you are accessing a PSC facility, and you want the report to include information about a facility other than the one currently displayed, in the Facility box, type the facility code or any characters in 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).
|
Tip: After you complete the Filters area, you can collapse it by clicking You can also do this for the Columns and Verify areas. |
in the group box title. You can subsequently expand the area again by clicking 
.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.
For example, if you want the first column of the report to display the lab, the second column to display the client, and the third column to display the ordered tests, you would select the Lab check box first, the Client check box second, and the Tests check box third.
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.
|
Notes: • The Reason for Cancel check box is active only if you selected Canceled in the Status list. • The SO Frequency check box is active only if you selected Standing Orders in the Status list. • If you selected the Include Generic Requisitions check box, you might want to select the Lab (Generic) check box in the Columns area. This ensures that you can easily identify which orders were sent to generic labs. |
13 In the Verify area, review your choices.
If you need to make any adjustments, repeat steps 4–13 as needed.
|
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.
