How to Add a Cover Sheet to a Patient Report

This article describes how to add a cover sheet to a patient report in Ovation LIMS.

There are two types of cover sheets that can be configured for patient reports:

• Fax Cover Sheet: Contains Laboratory header and to/from information along with optional static text
• Generic Cover Sheet: Contains Laboratory header, and Patient, Specimen and Provider Account Information along with optional static text

Fax Cover Sheet

Note: Once a fax cover sheet is configured, it will be attached as the first page to all patient reports that use that report configuration, regardless of the fax/email delivery setting for the associated Provider Account.

1. Go to the Projects page, select the applicable project
2. Go to the Settings tab, select the applicable requisition template
3. Click Reports on the left side of the page
4. Click the 3 dots to the far right of the applicable Report Configuration and choose Edit
5. Add the fax cover sheet configuration In the Configuration section (replace ‘sandbox’ with ‘production’ when applicable):

{
  "remote_function_name": "generic_emptyReportTemplate:sandbox",
  "use_cover_sheet": true,
  "cover_sheet_type": "fax",
  "fax_cover_body": "This is the fax cover body static text",
  "fax_cover_disclaimer": "This is the fax cover disclaimer static text",
  "display_settings": {
    "display_lab_logo": "true",
    "display_lab_director": "true",
    "display_clinical_sup": "true",
    "display_clia_cap": "true",
    "body_margin": "50",
    "disclaimer_margin": "50"
  }
}
	

Configuration options:

• “fax_cover_body”: static text to be displayed near the center of the fax cover sheet
• “fax_cover_disclaimer”: static text to be displayed below the fax_cover_body text
• “display_settings”: set to “true”/”false” or set margins, as needed
  • “display_lab_logo”: show/hide logo at top left corner of cover sheet
  • “display_lab_director”: show/hide lab director in header section
  • “display_clinical_sup”: show/hide clinical supervisor in header section
  • “display_clia_cap”: show/hide CLIA ID and CAP ID (if applicable) in header section
  • “body_margin”: controls amount of space above the fax_cover_body text
  • “disclaimer_margin”: controls amount of space above the fax_cover_disclaimer text

Fax Cover Sheet Example:

Note: Checkboxes for Urgent and For Review will always be shown as selected.

Generic Cover Sheet

1. Go to the Projects page, select the applicable project
2. Go to the Settings tab, select the applicable requisition template
3. Click Reports on the left side of the page
4. Click the 3 dots to the far right of the applicable Report Configuration and choose Edit
5. Add the generic cover sheet configuration In the Configuration section (replace ‘sandbox’ with ‘production’ when applicable):

{
  "remote_function_name": "generic_emptyReportTemplate:sandbox",
  "use_cover_sheet": true,
  "cover_sheet_type": "generic",
  "display_settings": {
    "display_lab_logo": "true",
    "primary_color": "black",
    "header_phone": "1234567",
    "cola": "12345",
    "display_patient_name": "true",
    "display_middle_name": "true",
    "display_ethnicity": "true",
    "display_mrn": "true",
    "display_patient_address": "true",
    "display_patient_phone": "true",
    "display_patient_email": "true",
    "display_clinical_notes": "false",
    "display_time": "true",
    "methodology_text": "Methodology Text Here",
    "methodology_margin": 10,
    "disclaimer_text": "Disclaimer Text Here",
    "footer_texts": [
      "Footer Text Here"
    ],
    "footer_margin": 100
  }
}
	

Configuration options:

• “display_settings”: Set to “true”/”false” or set margins/text, as needed
  • “display_lab_logo”: show/hide logo at top left corner of cover sheet
  • “primary_color”: determines color of Lab name, Patient Information, Specimen Information and Facility Information titles
  • “header_phone”: determines phone number displayed in header section
  • “cola”: determines COLA number displayed in header section (remove if not applicable)
  • “display_patient_name”: show/hide patient name in Patient Information section
  • “display_middle_name”: show/hide patient middle name in Patient Information section
  • “display_ethnicity”: show/hide patient ethnicity in Patient Information section
  • “display_mrn”: show/hide patient medical record number in Patient Information section
  • “display_patient_address”: show/hide patient address in Patient Information section
  • “display_patient_phone”: show/hide patient phone number in Patient Information section
  • “display_patient_email”: show/hide patient email in Patient Information section
  • “display_clinical_notes”: show/hide Clinical Notes in Patient Information section
  • “display_time”: show/hide time in Specimen Information section
  • “methodology_text”: static text to be displayed under “Processing and Detection Methodology” title
  • “methodology_margin”: controls amount of space above the methodology_text
  • “disclaimer_text”: static text to be displayed after “Disclaimer” title
  • “footer_texts”: static text to be displayed at the bottom of the cover sheet (must be in array format)
  • “footer_margin”: controls amount of space above the footer_texts

Generic Cover Sheet Example: