Introducing Improved Access to Your Patient Web Results
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1 To: Your Veterinary Hospital Your Client ID: 1234 Your Password: XZY000 Introducing Improved Access to Your Patient Web Results For samples sent on October 1, 2013 or later, access to your patient results is available through a second link on our website Results before that time are still available through the original link. Both choices found through the Log-In tab, are Windows based, and offer all the flexibility associated with most Microsoft products. What s New? More Options! Steps for viewing/printing/downloading your results are similar on both locations. Go to the website and follow the link Log-In. Your browser will immediately open the log-in page for patient results; one for samples before 10/01/13 and one for samples on 10/01/13 or after. 10/1/13 10/1/13 YOUR PERSONAL ACCESS CODE IS THE SAME. Your Client ID continues to be your account number, and your Password remains the same, (a combination of your name and account number), as shown above). QUICK AND EASY 1. Log-in 2. Enter Password 3. Find Patient 4. View, Print, or Download Choose the link associated with the reports you need. Each link (before or after 10/01/13) will take you to the log-in screen where you will enter your user name and password. Enter your client ID and your password exactly as shown above (caps when shown). If you enjoy investigating on your own, proceed to the newer reports. Just one reminder, the browser you use will affect the navigation and choice options you see on website pages. For those who wish introduction, we offer the following detailed information and introduction to the features of the new viewing areas. PLEASE NOTE: Your browser may influence the content and appearance of any web pages. In addition, your pdf viewer and version will affect how you manage your reports. In these instructions, we have used Internet Explorer for all page views. 1
2 Log-in to Your New Reports: Enter your user name and password (this field is not case sensitive). Note: Your browser may influence the content and appearance of any web pages. The first view you will encounter is Location Inbox where the Result Reports tab is open by default. From this page you will get a quick overview of the most recent patients reported, partial and complete results. Patients with abnormal results or special priority are highlighted in red. Each page shows 25 entries if you scroll down to the bottom. This can be modified by clicking in the box and replacing 25 with any number of your choosing. Patients are listed in chronological order (abnormal first) with the most recently reported item at the top. The lab order ID is noted blue, a left click on the order ID# provides a drop down box with a number of options. Lab Report is the one available for your use at this time. Other column headings on this page reveal information about each patient entry, as well as an option for downloading the report to ImproMed or VIA software (xml files). XML Downloads: Select download from the patient line. Download reveals the standard window (at the bottom) with options for Open, Save, or Cancel. XML users will choose the save, directing the xml file to a previously set target in their ImproMed or VIA software. If you are new to this or wish more information, please contact our Customer Service Department, or your ImproMed or VIA representative. We are expecting XML files to be available soon for other practice management software systems. Until then, we encourage you to contact your software vendor to request this feature. We will keep you posted as these connections become available. 2
3 Basic Printing of Reports from the Location Inbox : 1. Select Order ID 2. Lab Reports 3. Deliver 4. Print If you wish to print only, select the Order ID of the patient you want, follow Lab Report to Deliver, then click Print. In the future, you may also use the External Recipient option shown for sharing this report. Options for Handling Results in the View mode: 1. Select Order ID 2. Lab Reports 3. Deliver, then 4. Print 5. Save Fax From this point, you may return Back to Inbox or use the Previous Entry or Next Entry to continue viewing patients in your inbox. Or, you may click on View Results to return to the Location Inbox. Back to Inbox 3
4 Phoenix Lab Web Results Part 2 Housekeeping for your Location Inbox Filing, Filtering, and Finding Functions Filing Older Reports Reserving your Phoenix web Inbox for new reports will save you time in the long run. The process of filing reports that have been reviewed and which you no longer need on this page, is easy. Check (click) the box under the Selected column for the corresponding patient. You may check one or more patients (boxes) at the same time. Click the Acknowledge Selected button, and the patient(s) selected will be released to your Inbox Filter page. FILE RESULTS 1. Check the box(s) 2. Click the button You may check one or more at a time. USING YOUR INBOX SORT CHOICES 1. Choose column 2. Filter or 3. Sort data Selecting Show Filter will present the page you see below. From this point you may access the results you have filed. You may narrow your search range using filters; by name, date or date range, Dr. name, or test. Sort one column at a time. FILTERING TO FIND REPORTS 1. Choose a filter 2. Select a range 3. Customize page 4. Find items RETURN TO THE FRONTPAGE 1. Click Hide Filter 2. Use side menu, choose Location Inbox To return to the front page click Hide Filter or click the sidebar menu button Location Inbox. PLEASE NOTE: Your browser may influence the content and appearance of any web pages. In addition, your pdf viewer and version will affect how you manage your reports. In these instructions, we have used Internet Explorer for all page views. 4
5 Saving Patient Reports Part 3 Saving PDF files from the web or from s For a variety of reasons, many practices are choosing to become paper-light or paperless. If this is you, Phoenix offers several ways to accomplish this. If your software is not integrated with Phoenix Laboratory at this time, you may save patient reports by using PDF files from our website or s sent to you. Instructions follow: Patient Results on our Website: Saving the pdf from the Location Inbox View point FROM THE LOCATION INBOX Click patient ID # Click Lab Report Chose View To save this view: as a pdf: Control/Shift S The window above will pop up and allow you to save the file by the patient name or number, or both. The file name is your choice. SAVE THE FILES TO LOCATION OF YOUR CHOICE: Desktop file Server folder for Phoenix My Documents Phoenix folder Depending on your practice management software, there are a variety of ways to save lab reports. Choices and actions may depend on the version of your software program and your operating system. 5
6 Savings Patient Reports from an There are a variety of ways to save patient results from an . As always, depending on the browser you use and your internet service provider, you will find which one works best for your clinic. You may find that one workstation in your clinic may work better than another. FROM YOUR INBOX WHY OPEN BEFORE SAVING? Open the pdf file. Mouse right click Choose Save as Name your document Choose location Save in The window above will pop up and allow you to save the file by the patient name or number, or both. The file name is your choice. There are a variety of reasons to open patient lab reports before you save them to the patient file. The primary reason is to check for abnormal results in the report. Secondarily, this allows you to reference the report and rename the file as you wish. You may easily see all the patient information by moving the window down. PLEASE NOTE: Your browser may influence the content and appearance of any web pages. In addition, your pdf viewer and version will affect how you manage your reports. In these instructions, we have used Internet Explorer for all page views. 6
7 We will keep you advised of updates and other features as they become available. As always, we welcome your suggestions and any questions you may have. You may call the Laboratory directly at or to Thank you! We thank you for your continued support that has allowed us to become the premier locally owned Pacific Northwest veterinary diagnostic laboratory. We are proud to support our veterinary community through our laboratory services and community support efforts. With your input and commitment to quality medicine, we will together celebrate our 25th anniversary in Harbour Pointe Blvd SW, Mukilteo, WA Phone: (425) Toll Free: (800) Fax: (425) Website: 7
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