How to Submit Report for Review

Reports can be marked for Review in the patient's Exams and Forms by selecting Submit for Review.  The report will then appear on the Exam Draft/Review Worklist.  

Note: "Image" exams/reprots, such as rDVM records, cannot be marked for review.

Accessing the Exam Draft/Review Worklist

The Exam Draft/Review Worklist can be found in multiple places

1. SANDI under Departmental Worklists.

2. Within individual departmental worklists there is a shortcut.

Overview of the Exam Draft/Review Worklist

By default, all reports in Draft or Review status for ALL services/departments will be displayed. 

Narrow results

• In the drop-down, select the Service for which you want to display reports. 
• Narrow results further by adding additional criteria to any "search..." box under any column heading. 

Important Column Information

Visit: This is the SANDI Visit Number

Visit Dept: This is the department that is currently assigned to the visit. (This can change if a patient is transferred.)

• Important: If a patient is transferred it is possible to have a department that differs from the report. For example, in the screenshot above, the first five (5) entries are for visit, 138682 and all with a Visit Dept of SA Emergency/Critical Care. 
  • However, looking at the combination of Exam Created and Description you can see that the reports belong to varying departments. 
    • If you wanted to narrow to only ER/ECC  visit reports you can type ECC in the Description search bar and only see ECC reports

Coordinator: This is the person assigned as the visit coordinator. This is set at registration or can be changed by editing the Visit on the patient dashboard of an open visit.

Admitted: This is the date the patient was admitted to the hospital.

Discharged: This is the date that the patient was discharged from the hospital.

Exam #: This is the exam number assigned.

Exam Created: This is the date the exam was created.

Last Edit: This is the last date the exam report was edited. TIP: Hover over the date to display the time of the last edit.

Lasted Edit By: This was the last person who edited the exam report.

Description: This is the name of the exam report.

Status: This is the report status. Only reports with a status of Draft or Reviewed will be displayed.

Patient: This is the patient name. (Client's last name will be displayed when listed.) 

• You can select a patient name and go to the dashboard.

Editing an Exam Report

Select the edit icon to review the report, make changes and verify/finalize as needed.

Once the report changes from a Draft or Review status it will drop off of the Exam Draft/Review Worklist