Holding File for All Patients

Review investigation results in the Holding File.

Before you begin

Procedure

To open the Holding File:
  1. Select Correspondence > Check Holding File.
  2. Select one or more recipients whose results you wish to examine.

    • To display the Holding File with only the results of a single recipient, select their name.
    • To display the Holding File with the results of multiple recipients, select each recipient. To deselect a recipient, click it again.
    • To display the Holding File with the results for all recipients, select All Recipients.
      Note:
      The results associated with the selected recipients are locked. If you select All Recipients, other practitioners will be prevented from accessing any results while you have the Holding File open.

    If a laboratory uses an alias for you, click Manage Recipient Aliases iconManage Recipient Aliases. For more information, see Managing User Aliases.

  3. Click OK.

Results

The first result in the the Holding File list is automatically selected and displayed. If Clinical cannot determine which patient the result relates to, you will be prompted to either add a new patient to the database (by clicking Add New), or select from a list of patients the result could possibly belong to, as seen in the following example.

You may also be presented with these prompts as you browse through the list of results.

What to do next

Next, check-off results. For information, see Checking Off New Results.