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 with the Visit Coordinator as the Coordinator within the worklist.

Note: "Image" exams/reports, 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

Note: Select the KB Help button to go to directly to the Exam Draft/Review documentation in the KB.

By default, all reports in Draft or Review status for ALL services/departments will be displayed. You can check the Review Only checkbox or type review under status to narrow the results.

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 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 want to narrow down your search, for example, 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.

Supervising Faculty: This is the person assigned as the visit supervising faculty member. This is set at registration or can be changed by editing the Visit on the patient dashboard of an open visit.

• Example of the Visit Coordinator and Supervising Faculty assignments on the Dashboard Visit Information box. (Note: A visit can have the same clinician for both Coordinator and Supervising Faculty.)

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