Filing Overview

Last updated: 28 May 2026

Filing Overview

The filing queue is where incoming pathology results and documents land before they are matched to a patient and added to their clinical record. It acts as a central inbox for all inbound clinical data.

How Items Arrive

Items appear in the filing queue from several sources:

Source Type Description
Laboratory Pathology results received from labs (e.g. TDL) via electronic integration
Document Inbound documents uploaded manually or received via integration
Radiology Radiology reports
Correspondence Letters and other correspondence

Filing States

Every filing item moves through a series of states:

State Meaning
Unmatched The item has arrived but is not yet linked to a patient
Matched A patient has been linked - the item is ready for review and filing
Filed The item has been reviewed, coded, and added to the patient record
Error Something went wrong during processing

The left sidebar organises items into workflow buckets:

  • Action Required - items that need your attention (unmatched and matched)
  • Match Review - items that still need patient matching
  • Assigned to Me - items assigned to you specifically
  • Filed - completed items

You can also filter by source type (Laboratory, Documents, or All) and toggle Abnormal Only to show only lab results with abnormal flags.

Filing Workflow

The typical workflow for each item is:

  1. Review - open the item and check the content
  2. Match - link the item to the correct patient (may be automatic)
  3. Code - add SNOMED codes for clinical categorisation
  4. Action - create tasks, send messages, or assign to a colleague if needed
  5. Finalise - file the item to the patient's record

Tip: Items with high-confidence patient matches are highlighted with a quick-match banner so you can file them faster.

Soft Delete with Reason

Deleting a filing item no longer removes it permanently. The bin icon on an unmatched item now opens a reason dialog and moves the item to the Deleted tab. Pick one of:

  • Duplicate
  • Spam / junk
  • Not a document
  • Wrong organisation
  • Test upload
  • Other

Deleted items are hidden from normal workflows (sidebar badges, patient filing counts) but remain visible on the Deleted tab of the new Filing Overview for audit and recovery.

Filing Overview Analytics

Reporting → Operational → Filing has three tabs:

  • Overview — throughput, backlog, deletions in the selected period, filings per day, and breakdown by source type and matching method
  • Filed Items — paginated list of items that reached the Filed state
  • Deleted Items — paginated list of soft-deleted items showing the reason, who deleted them, and the state at the point of deletion

All tabs respect the shared date-range filter.