Patient Report Generation, Regeneration and Corrections

This article reviews how patient reports are generated in Ovation LIMS, how to regenerate a report, and how to sign regenerated and corrected reports.

Report Generation

Patient reports are initially generated upon completion of the QC Activity Step of an Ovation workflow, and generally fall into three broad categories:

Ovation-generated reports

For some result types (usually infectious disease), Ovation can create a populated PDF report with laboratory branding. These types of reports will use laboratory-defined threshold values for determining patient results.

Integrated third-party reports

Uploaded data can be sent to a third-party for interpretation, and then returned to Ovation as a patient report. Depending on the integration and third-party, the data may first be reviewed in a QC step within Ovation LIMS or it may be reviewed within the third-party software.

Manual PDF upload

Patient reports in PDF format can be manually uploaded in an Ovation workflow.

Once a Report is generated, it may require a signature to be released to providers. See the Signing/Deleting Individual Reports Article or our Batch Report Release Article for more information.

Regenerating a Report

A user may wish to regenerate a report if:

An error is discovered in the patient, sample or provider account information
An error is discovered in the test results

Note: The processes described below may differ for reports generated by third-parties. Please check with your Ovation Customer Success team if you are not sure how to regenerate third-party reports.

To correct an error in patient, sample or provider account information

Note: For manual PDF upload patient reports, follow the “To correct an error in test results” method.

Navigate to the Req Form tab of the requisition of interest
Correct the information and Save/Verify the requisition
Navigate to the Reports tab of the requisition
Click the green Regenerate button

Note: A screen refresh may be needed to see the updated patient report record.

To correct an error in test results

Navigate to the Samples tab of the requisition of interest
Select the applicable sample
Click the Add To Queue dropdown menu
Select the workflow type in which the results are uploaded
Run the new workflow with the correct results
A new patient report will be generated upon completion of the QC step of the workflow

Signing a Regenerated Report

A regenerated report will have a status of either:

Unsigned: the previous (erroneous) patient report was not signed
Unsigned (Correction): the previous (erroneous) patient report was signed

Regenerated reports with Unsigned status

These patient reports can be signed in the same manner as the originally generated patient report and will be the report that is released to providers. The previous (erroneous) report will not be released and can be deleted by clicking on the 3 dots to the far right of the report record.

See the Signing/Deleting Individual Reports Article or our Batch Report Release Article for more information on signing patient reports.

Regenerated reports with Unsigned (Correction) status

These reports (corrected reports), must have a comment added to document the Correction Reason before they can be signed. Correction reasons can be added either in the individual report screen, or in the batch report release screen.

The correction reason will then be displayed as part of the newly created report:

Ovation-generated reports: Correction reason will be displayed at the top of the first page of the report
Manual PDF upload reports: Correction reason will be displayed on the Addendum page of the report
Third-party reports: Correction reason will be displayed on the Addendum page of the report and possibly also on the first page of the report, depending on the third-party