Signing Off on a Report

The process below describes how to sign-off on individual patient reports. To sign reports in bulk, please view the Batch Report Release article.

Once a patient report is generated, a link to the report is emailed to the Role(s) responsible for approving the report. Clicking the link takes the user directly to the document in OvDx to apply an electronic signature.

Navigate to the sample by going to the Dashboard and looking under “Documents Requiring Signature,” or search using the Requisitions or Samples tab. Upon opening the requisition, click the Reports tab where you can click the green “Sign now” link. Review the report and apply your electronic signature.

Once in the report, the approval section is located on the right side of the screen. If needed, additional report approvers can be added by clicking the Select Role button. Once your review is performed, list any comments, and then apply an electronic signature by entering your password in the Provide Password field. An addendum page including review signatures and any comments will be applied to the patient report.

Tip: Report reviewer is a value set in the Project Settings. Multiple report reviewers can be set, and dependencies can be configured (ex: a lab manager must first sign, and then a Medical Director signs). See Project Settings for more details, or contact your Customer Success rep for assistance in setting up the approval roles and rules.
Tip: Signing a report is the trigger for generating a billing message (if applicable).
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