If lab results were received electronically through an EDI connection but were not automatically linked to a patient chart in Office Ally’s EHR 24/7, you can manually link them by following the steps below.
Before We Begin
Before linking lab results manually, make sure you are logged into EHR 24/7 and that the lab result appears in the Results Inbox with a status of Unlinked.
Steps to Link Lab Results Manually
- Access the Results Inbox
- Navigate to the Document Center.
- From the top menu, click Results Inbox.
- Locate Unlinked Lab Results
- Review the list of lab results that are not linked to a patient chart.
- In the Signed Status column, click Unlinked for the result you want to file.
- File the Lab Result
- Scroll to the bottom of the lab result.
- Select one of the following options:
- File this lab result to Patient Chart
- File this lab result to Patient Chart and sign
(Selecting this option will also sign off on the result.)
- Optional: Send a Desktop Inbox Message
- If Send message to Provider/Staffs Desktop Inbox is selected, a message will be sent to the recipient’s Desktop inbox.
- Verify Patient and Provider Information
- Confirm that the patient and provider information is correct.
- If the patient does not appear or the information is incorrect:
- Click the three-dot box to view your patient list.
- Select the correct patient.
- Check Ignore Patient Name and Ignore Provider Name Validation as needed.
- Update the Result
- Choose one of the following:
- Update and view next result
- The lab result will now be filed into the patient’s chart.
Where to Find the Linked Lab Result
Once updated, the lab result will appear in two locations:
- Document Center > Results Inbox (now showing as linked)
- Patient Chart > Results > Laboratory Results
Managing Linked Lab Results
When viewing test results from the patient’s chart, you can: