Creating tasks, filing documents, and workflow actions
Processing incoming documents and lab results
Understand the filing queue, how items arrive, and how to process incoming pathology results and documents.
Learn how the system matches incoming results and documents to patients using NHS number, name, and date of birth.
Review lab results in the filing viewer, check analytes and abnormal flags, view PDFs, and finalise results to the patient record.
Upload documents, use AI analysis, match to patients, and file to the clinical record.
Assign filing items to colleagues and create follow-up tasks during the filing workflow.
Compose and send messages to patients about their results or documents directly from the filing workflow.
View the complete history of actions taken on a filing item, from arrival through to filing.