Investigations are any internal or external clinical test or procedure. The facilities to support these are as follows:

  • as many different types of investigations as you want each with its own request form and supplier (ie the lab or organisation that does the test or procedure)
  • the request forms are defined by document templates which enable the generation and printing of customisable forms including the automatically merged customer/patient/clinician details
  • investigations can be initiated either manually or automatically when a product is added to an invoice
  • investigations can be ordered via online laboratories
  • the investigations and any attached results are displayed in the Patient's Medical record as part of the visit details
  • the request forms can be reprinted
  • investigations are assigned a unique Request Id
  • the Document Loader Job can be used to automatically attach result files (ie reports and images) to the appropriate investigation - this is done via the request id. This can be used for laboratories that don't support online ordering
  • there can be multiple revisions of results files
  • the result files can be of any type (eg .jpg, .png, .doc, .odt, .csv, .xls, .txt, .pdf)
  • the ability to list all investigations by status and/or date range.  This displays date, patient, supplier, investigation type, request Id, status and any attached results.  This is ideal for monitoring both internal and external investigation requests.

The tools to set up and use investigations are:


Each investigation has a Status - one of:

  • In Progress - the initial status
  • Cancelled - the investigation has been cancelled. This is set automatically when the invoice item that created the investigation is deleted
  • Finalised - the investigation has been finalised and may no longer be edited. This is set automatically when Medical Record Locking is enabled.

Each investigation has an Order Status - one of:

  • Pending - the order is yet to be sent. This is the default.
  • Confirm Order - the order is awaiting confirmation. This is used by Laboratories that require additional information when submitting an order
  • Sent - the order has been set
  • Waiting for Sample - the laboratory is waiting for a sample
  • Error - there is an unrecoverable error with the order
  • Partial Results - partial results are available
  • Received - results have been received
  • Reviewed - results have been reviewed

For online orders, the Order Status is set by the laboratory.
For manual orders, they can be set by the user.

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