Managing investigation results efficiently is a critical part of patient care, and MediRecords offers a range of tools to help you capture, review, and action results directly within the patient record. Results can be added manually, uploaded via bulk scans, or received automatically through secure messaging. Once recorded, you can check results against existing requests, create recalls or tasks for follow-up, notify patients, or flag sensitive information as confidential.
This article will guide you through the different ways to add results, how to review and action them, and how to manage notifications, printing, emailing, and confidentiality settings. You will also learn how results interact with the MediRecords Mobile App, ensuring both providers and patients have access to accurate and timely information.
Contents:
- Reviewing Results against a Patient Record
- Adding a Result via Inbox
- Adding a Result via the Results Grid
- Adding a Result via Bulk Scan Upload
- Receiving Results via Secure Messaging
- Checking & Actioning Results & Recalls from the Inbox
- Checking & Actioning Results & Recalls from the Results Grid
- Emailing Results from MediRecords
- Editing Results
- Updating a Result Status
- Deleting Results
- Results & the MediRecords Mobile App
Reviewing Results against a Patient Record
- After Opening a Patient Record, click Clinical.
- Click Investigations.
- The Investigations section is split into two Parts: Requests and Results.
- By default, Investigations lands on the Requests section of patient's Investigations summary. The summary displays a list of all investigation requests recorded for that patient. From here, you can quickly review the Date, Test Name, Requester, Urgency and Status of existing requests.
- Click Requests to review created Pathology and Radiology Requests.
- The Results section displays a list of all results that have been received and recorded for that patient. From here, you can quickly review the Date, Test Name, Requester, Reviewing Provider, Checked Date and Status and any outstanding actions that are required.
- To open a preview of a single Result, click the arrow to the right of the checkbox.
- To review the patient's entire results history, click Preview.
- Filter by result type, status and workflow steps by selecting filter and checking which type, status or workflow steps you would like to filter for.
- To send an instant SMS, edit a result, delete a result, add a task, add a clinical action, book an appointment, record INR, record a cervical smear result or print a result select more followed by the action you wish to undertake.
- You may also flag the result by selecting more followed by selecting the patient notified, results checked flag as confidential.
- All actions and updates performed from this view are reflected in the standard results view.
- The Investigations page now displays the patient's lab results.
Adding a Result via Inbox
- Open the Inbox
- Click New & select New Result
- Click to select the Provider, Test Date, Ordered by and Type
- Enter the Name of the Tests
- Click to select Checked By, Checked On, and Result Status (optional)
- Click to select Patient Notified, Action, and Assign To
- Enter in the Details of the Results
- Enter any relevant Comments
- To attach or import a results file, click Select Files to open a file explorer window.
- Click to select the File you want to upload, then click Open to upload the file to MediRecords
- Once the file is uploaded, the File Name will appear on the results form.
- Click Save
Adding a Result via the Results Grid
- Open the Patient Record go to the Clinical tab.
- Go to Investigations section.
- Click Results
- Click New Result to open the results form.
- Click to select the Provider, Test Date, Ordered by and Type
- Enter the Name of the Tests
- Click to select Checked By, Checked On, and Result Status (optional)
- Click to select Patient Notified, Action, and Assign To
- Enter in the Details of the Results
- Enter any relevant Comments
- To attach or import a results file, click Select Files to open a file explorer window.
- Click to select the File you want to upload, then click Open to upload the file to MediRecords
- Once the file is uploaded, the File Name will appear on the results form.
- Click Save
Adding a Result via Bulk Scan Upload
Bulk Scan Upload allows you to easily upload your scans, faxes and other documents into MediRecords. Once documents have been uploaded, they can easily be allocated to both patients and providers, as either Correspondence, or sent to the provider's Inbox for further review.
Before a document such as correspondence or an investigation result can be sent to a doctor for review, it must be uploaded to the Bulk Scan Upload.
Follow these steps:
- Click More to reveal a drop-down list.
- Click Utilities
- Click Bulk Scan Upload
- Click Upload to open a file explorer window
- Select one or more documents for upload.
- Click Open or Select to begin the upload.
- Documents being uploaded will be displayed in a Light Blue Progress Bar
- Once a document is uploaded, it will be displayed in a darker shade of blue, with tick box next to it.
- Mark the checkbox next to the document you wish to assign for review.
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Input File Data
Date
Patient -The name of the patient the document is associated with; once the Doctor has reviewed the document it will be stored in this patient's clinical record.
Subject -Subject line for quick reference.
From (Service Provider - Lab usually) - The Contact or User the document originated from.
To (Requested by Provider) - The Addressee: this will be the Doctor who reviews the document.
File In > Inbox
Category > Result -this label will dictate where the document is stored after the Doctor reviews it.
Type - Should be set based on the Service Provider selected automatically, otherwise choose Radiology/Pathology
- Any additional notes on comments regarding the document (optional).
- Once the required fields are filled, click Assign. The document will leave the Bulk Scan Upload and be assigned to the User in the To field to review in Secure Messaging Inbox.
Provider reviews this in the Inbox. They may update the linked patient if this is not identified automatically/correctly.
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User can click the Link to Request button.
User receives list of Requests that are in Outstanding status of the same Type (Pathology vs Radiology)
User ticks the Request and clicks Partially Received or Fully Received
The Request is then linked to the Result, and the Request will be marked as either Partially or Fully Received
Once the provider has assessed the result and that it’s assigned to the correct patient, they will mark the result as Checked.
The result will then be available in the patient Result grid.
*NOTE: At the File In stage, the user may choose Inbox > Correspondence. If they do this the Result will not be stored in the Results grid, so this is not recommended. It will instead be stored in the Correspondence grid, which does not have the facility to add a Result Status (Normal, Abnormal etc).
*NOTE: At the File In stage, the user may also choose Correspondence and then set the Category to Result. If they do this the Result will not be stored in the Results grid, so this is not recommended. It will instead be stored in the Correspondence grid, which does not have the facility to add a Result Status (Normal, Abnormal etc).
Receiving Results via Secure Messaging
If you are properly configured for Secure Messaging, then Results will appear in the Holding Bay or Inbox awaiting actioning. For more information on this, please see How do I Setup Secure Messaging?
Checking & Actioning Results & Recalls from the Inbox
Linking a Result to the Request
You can link a Result to the original Request from within the Inbox, using the Link to Request button.
Note: This button may not appear or may be disabled if the patient does not currently have any Requests that are in Outstanding or Partially Received Status.
By clicking on "Link to Request", you can link a result message to an already existing request that is waiting for results in the patient's clinical record. After clicking, a list of all the pending requests for the patient will appear in an expanded message.
Click the Tick-box next to the name of the open request and click Partially Received or Fully Received.
If you access the patient record, you'll find that the result will be placed in the tab that you have chosen.\
Creating an INR Result
- Navigate to the Inbox
- Click the Mailbox icon
- Make sure you are in the 'Inbox' section
- Click the message that relates to the patient
- Click INR to open the INR form
- Update the INR form with all required details and click Save
- The INR has now been updated on the patient's record.
Creating a Clinical Action or Task for the Result
If you need to recall the patient or have another follow-up task to complete for them in relation to this result, you may want to raise a Clinical Action or Task from the Inbox.
- With the result selected, click either the Clinical Action or Task icon
- In the new window, complete all of the mandatory fields displayed with a red * and click Save
- When a Clinical Action or Task has been successfully created, the icon will turn blue to show a successful link.
Book an Appointment
If you'd like to book a new appointment for the patient immediately, you can do so by using the calendar icon, filling in the required fields, and clicking on Save.
SMS the Patient
If you'd like to send an SMS to the patient regarding their results, such as a request to book an appointment or give you a call, you can click the SMS on Demand button.
Patient Notified & Confidential Flags
After you've notified the patient about their results, you can flag the result as Patient Notified through More > Patient Notified. Similarly, you can also mark a result as confidential through the More menu, which will hide the result details from view from all users except yourself.
Checking the Result from the Inbox
This is the final step in the result acknowledgement and action process, and should be left for last as it is this action that formally moves the result into the patient's clinical record.
- Navigate to the Inbox
- Click the Mailbox icon - Located in top right corner of your screen.
- Make sure you are in the Inbox section.
- Click the message that relates to the patient.
- Click Checked to reveal a drop-down list.
- Click Comments and type in a new comment.
- Click Checked
The message will be saved in the Investigations (RESULTS) in the patient's record, and be removed from the Inbox.
Checking & Actioning Results & Recalls from the Results Grid
Creating a Clinical Action Recall
To Create a Clinical Action Regarding a Result, click the Tick-box next to name to reveal a list of options. Click More to reveal a drop-down list and click Create Clinical Action to open the clinical action form.
Marking the Result as Patient Notified
To Mark a Result as Patient Notified, click the Tick-box next to name to reveal a list of options. Click More to reveal a drop-down list, and click Patient Notified.
Printing the Result Attachment
To Print the Attachments of a Result, click the Tick-box next to name to reveal a list of options. Click More to reveal a drop-down list and click Print to open a print preview.
Check to make sure the page is going to the right printer Destination, select the Layout and Color if required, and then click Print.
To Print Multiple Results Attachments at Once, click the Tick-boxes next to the names to reveal a list of options. Click More to reveal a drop-down list and click Print to open a print preview.
Checking the Result
- Open the patient record and go to the Clinical tab.
- Click the Investigations area.
- Go to the Results section of Investigations.
- Click the Tick-box next to the name of the result.
- Click More to reveal a drop-down list.
- Click Checked
- The result has now been marked as checked.
Emailing Results from MediRecords
- Open the Patient Record
- Go to the Clinical Tab
- Click Investigation and Select Results to view all results
- Tick the Checkbox to select the results you want to send to the patient.
- Click the "More" menu and choose "Print".
- Under the "Destination" section, select "Save as PDF" to download the results and Click Save
- Once the result is Saved, you can import the results under Correspondence Out and then this will allow you to send those results via email to the patient.
Editing Results
- Open the patient record
- Make sure you are in the "Clinical" tab
- Make sure you are in the "Investigations" section
- Make sure you are in the "Results" section of Investigations
- Click the Test Name to open the results form
- Or, click the Tick-box next to the name and click Edit to open the results form
- Update the form with all required details
- Click Save to apply the changes
- The results have now been edited.
Updating a Result Status
- Inside the patient's record, go to the Clinical tab.
- Make sure you are in the Investigations section.
- Make sure you are in the Results section of Investigations.
- Click the Tick-box next to the name of the result.
- Click Status to reveal a drop-down list
- Click to select the status - Normal, Abnormal, Stable, Acceptable, Unacceptable or Being Treated
- The status of the result has now been updated!
Deleting Results
- pen the patient record
- Make sure you are in the "Clinical" tab
- Make sure you are in the "Investigations" section
- Make sure you are in the "Results" section of Investigations
- Click the Tick-box next to the name of the results
- Click Delete to permanently delete the result
- Click Yes to acknowledge the result will be deleted
- The results have been permanently deleted from the patient's record.
Results & the MediRecords Mobile App
The MediRecords App has been designed so that patients can review their results as they get added to their clinical record. However, there are times when doctors may want to discuss results of the test face-to-face, particularly in cases where the results contain sensitive information about the patient's condition. Marking a result as Confidential will stop it from being sent to the patient mobile app.
To Stop New Results being Sent to the MediRecords App, click the Confidential tick-box at the time the records are created.
To Stop Existing Results being Seen in the MediRecords App, open the record and click the Confidential tick-box.
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