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Publishing Investigation Results to Engage

Overview

This user guide provides step-by-step instructions on how to publish and unpublish investigation results to Engage from both the Secure Messaging Inbox and the Results Grid in MediRecords Care. Additionally, it outlines the scenarios where the Publish to Engage option may be unavailable and offers guidance on resolving those issues. This guide ensures the correct handling of patient information when publishing results in Engage.

​Table of Contents

  1. 🎓 Publishing a Result to Engage from the Secure Messaging Inbox
    • Publish a result with the patient directly from the Provider inbox
  2. 🎓 Publishing a Result to Engage from the Results Grid
    • Publish a result to Engage via the Investigations Results Grid
  3. 🎓 Unpublishing a Result from Engage
    • Remove a previously shared result from Engage
🎓 Publishing a Result to Engage from the Secure Messaging Inbox

 

 

 

1. Click the Messages icon located in the top MediRecords header bar.

 

Click the Messages icon located in the top MediRecords header bar.
 

2. Select an unchecked result in the Provider Inbox, then click the Checked button.

 

Select an unchecked result in the Provider Inbox, then click the Checked button.
ℹī¸ Alternatively, to speed up the process, you can select Check & Mark Normal when marking a result as normal.

 

3. Where applicable, select the appropriate option from the available Result Outcome choices.

 

Where applicable, select the appropriate option from the available Result Outcome choices.
 

4. A pop-up will appear indicating that checking this result will publish it to Engage and make it visible to the patient. Review the available options and select the appropriate action.

 

A pop-up will appear indicating that checking this result will publish it to Engage and make it visible to the patient. Review the available options and select the appropriate action.
ℹī¸ Available Options:
Cancel – Returns you to the Inbox without checking the result.
Check and Mark as Confidential – Checks the result and marks it as confidential. It will be hidden from other users in MediRecords Care and the patient in Engage. This can be unmarked and published later from the results grid if needed.
Check but do not Publish – Checks the result without publishing it to the patient. Other users in Care can still see it. This is useful if the provider wishes to discuss the result with the patient before sharing. It can be published later from the results grid.
Check and Publish – Checks the result and publishes it immediately to Engage for the patient to view.
 
If a patient is not activated for Engage, on checking the result it will move into the patient grid immediately without the publication pop-up displayed.

 

5. Click on Check and Publish.

 

Click on Check and Publish.
 

6. A confirmation pop-up will appear, indicating the result has been checked and is now visible to the patient in Engage.

 

A confirmation pop-up will appear, indicating the result has been checked and is now visible to the patient in Engage.

 

🎓 Publishing a Result to Engage from the Results Grid

 

7. Tick the box next to the checked result you wish to publish to Engage.

 

Tick the box next to the checked result you wish to publish to Engage.
 

8. Click on More.

 

Click on More.
 

9. Click on Publish to Engage.

 

Click on Publish to Engage.
ℹī¸ Reasons Why the Publish to Engage Option May Be Greyed Out
Hovering over the option will display a description explaining why the result cannot be published:
Record must be checked before publication: Click Checked before publishing.
Record already published: The record cannot be published again.
Patient not connected to Engage: The patient must be invited and activate their account to use this option.
Confidential records cannot be published: Unmark the record as confidential to publish.

 

10. If a result has been published, hovering over the Information icon in the Results grid will display the publication details.

 

If a result has been published, hovering over the Information icon in the Results grid will display the publication details.

 

🎓 Unpublishing a Result from Engage

 

If a result is published to Engage in error, there are two options to un-publish it:
  1. Delete the result and restore via Audit.
  2. Mark the result as confidential.

 

11. Tick the box next to the result, then click Delete above the grid.

 

Tick the box next to the result, then click Delete above the grid.
 

12. Click on Yes to confirm.

 

Click on Yes to confirm.
ℹī¸ This action will un-publish the result from Engage, making it no longer visible to the patient.

 

13. To restore the result in the grid, click More from the Navigation Menu.

 

To restore the result in the grid, click More from the Navigation Menu.
 

14. Click on Audit.

 

Click on Audit.
 

15. Click on System Audit.

 

Click on System Audit.
 

16. Find the deleted result, then click 'here' to restore it.

 

Find the deleted result, then click 'here' to restore it.
 

17. Click on Yes to confirm.

 

Click on Yes to confirm.
 

18. You will receive a pop-up to indicate that the result has been restored.

 

You will receive a pop-up to indicate that the result has been restored.
ℹī¸ Restoring the result does not publish it to Engage; it only returns it to the results grid of the patient record.

 

19. Alternatively, tick the box next to the result you wish to mark as confidential.

 

Alternatively, tick the box next to the result you wish to mark as confidential.
 

20. Click on Edit.

 

Click on Edit.
 

21. Tick the box next to Confidential and click Save to confirm.

 

Tick the box next to Confidential and click Save to confirm.
ℹī¸ This action will un-publish the result from Engage, making it no longer visible to the patient.

 

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