Tests worklist and reports
How tests are ordered, booked and worked in the Test worklist, how one lab submit verifies and delivers the report, and the test statuses.
Tests (also called investigations) are ordered by the doctor on the consultation form, booked as appointments, and worked by lab staff in the Test worklist. When lab staff submit the result form, LeapHealthOS creates the report, verifies it and delivers it with a PDF in a single step. This page is for lab technicians, radiologists, pathologists, front-desk staff who book tests, and administrators.
From order to report
- Ordered. Each row in the doctor's Tests advised section becomes a test request and is ordered when the form is submitted. The doctor who submits the form is shown as the ordering doctor.
- Booked and scheduled. Someone books the test as an appointment. When that appointment is confirmed, the test becomes Scheduled with the appointment's time.
- Started. Lab staff open the test and click Start Test, which records the sample as collected and starts the test.
- Completed. Lab staff submit the result form. The report is created, verified and delivered, and the test becomes Completed.
Booking an ordered test
Ordered tests are booked like any other appointment, from two places:
- Counselling. The counsellor's Counsellor Notes tab lists the patient's ordered tests under Next Task, each with a Book Appointment button. See Counselling.
- Tasks. The task details for the appointment show a Book test action for each ordered test. See Working a task.
Both open the booking wizard with the patient, the test's service and the test request filled in. From a task, if one of the patient's packages covers the test, that package is filled in too. See Booking an appointment.
Book tests from the test itself
A test only reaches the lab's Test worklist once it is Scheduled. Always book an ordered test with Book Appointment or Book test, so the booking is linked to that test. A test that is not booked this way stays Ordered and does not appear on the worklist.
Due dates and late reports
The doctor can give each test a due date when ordering it. The Test worklist then shows how much time is left, or Overdue in red once the due date has passed.
For a test without a due date, the Test worklist shows No due date — no report watch, with the hint Set a due date when ordering so a late report is flagged. Ask doctors to set a due date for every test where turnaround time matters.
The Test worklist
Test appears in the sidebar for staff whose staff type is Lab Technician, Radiologist or Pathologist, and for administrators.
Tab | Shows tests that are |
|---|---|
All | Scheduled, Sample Collected, In Progress or Completed |
Pending | Scheduled, Sample Collected or In Progress |
Completed | Completed |
The date range (today by default) filters by the date the test was ordered, not the appointment date. To find a test ordered earlier, widen the date range.
Column | What it shows |
|---|---|
Patient | Name, age and gender |
Doctor | The ordering doctor |
Type | The test (service) name |
Received | When the sample was collected |
Due Date | Time left (days, hours or minutes), Overdue in red, or the no-watch warning |
Priority | The priority given by the doctor |
Status | The test status |
Actions | Begin Test (Scheduled), Continue Test (Sample Collected or In Progress), View Test (Completed) |
Recording results
Open the test
Lab staffTest
On the Pending tab, click Begin Test.
Expected result: The test opens with the tabs Record Test Results, Case Record, Medical History and Patient Analytics. For a scheduled test, the form is greyed out behind a Start Test button.
Start the test
Click Start Test once the sample is in hand.
Expected result: You see Test started successfully. The sample is recorded as collected and the test is In Progress.
Choose the form, if needed
If your lab has more than one result form, pick the right one with the form picker next to the tabs.
Enter the results
For each parameter enter the value, unit and reference range, then add findings, impression and recommendations as your form asks. Check each value against its reference range as you go.
Submit
Click the form's submit button.
Expected result: You see Report submitted and return to the worklist. The report is delivered with its PDF and the test is Completed.
A completed test opens on its Case Record tab, and the Record Test Results tab is no longer shown.
There is no second check
Submitting the lab form verifies the report in your name and delivers it at once. LeapHealthOS has no separate reviewer step in the app, and no screen to correct, return or withdraw a delivered report. If your lab requires a second person to check results, do that before anyone clicks submit.
The report PDF
On delivery, the report PDF is produced from your hospital's report template, Report Standard (see PDF template editor). Exactly what is printed depends on your template. The details available to it are:
- The patient's name, age and gender
- The referral (the doctor's Why advised notes)
- The sample collection time and the reporting time
- A sample code with a barcode
- The results table: each parameter with its value, unit and reference range
- Findings and impression
- The centre's address and the reporter's name, qualification and registration number
Abnormal values are not flagged for you
LeapHealthOS does not compare result values with their reference ranges, so you cannot rely on the report to highlight abnormal results. Check every value against its range before you submit, and describe abnormal results in the findings or impression.
The PDF is saved to the patient's documents as a report and opens from View Reports on the Case Record. The report also appears in the patient's Medical History.
If the Auto-Complete on Report setting is on, delivering a report also completes the appointment the test was ordered from, if that appointment is still Checked in. It is off by default. See Appointment and slot settings.
Whether the patient receives a message with the report depends on your notification rules (report events are in the Medical group). See Notification rules.
Test statuses
Test request statuses
| From → To | Trigger | Actor | Condition | Side effects |
|---|---|---|---|---|
| OrderedScheduled | Test appointment confirmed | Front desk or counsellor | Booked with Book Appointment or Book test | Scheduled time shown |
| ScheduledSample Collected | Start Test | Lab staff | Received time shown on the worklist | |
| Sample CollectedIn Progress | Start Test | Lab staff | Happens in the same click | Button changes to Continue Test |
| In ProgressCompleted | Lab submits the result form | Lab staff | Report delivered and PDF saved to the patient's documents |
- Orderedinitial
- Ordered by the doctor and waiting to be booked. Not shown in the Test worklist.
- Scheduled
- Booked on a confirmed or checked-in appointment, with a scheduled time. Shown in the Test worklist.
- Sample Collected
- The sample has been taken.
- In Progress
- The lab is working on the test.
- Completedterminal
- The report has been delivered.
There is no screen to cancel an ordered test today.
Report verification and delivery
A report is verified and delivered in the same lab submit. The person who submits the lab form is recorded as the verifier, and the patient's Logs show Report Verified and Report Delivered. Delivered means the report was released, not that the patient opened it.
Troubleshooting
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Prescriptions
How prescriptions are issued from the doctor's form, the medicine and test fields, the PDF, statuses, and how dispensing works through the pharmacy bill.
Counselling
The counsellor's session list and session view - booking advised tests, managing upcoming appointments, billing overview, and the current Counsellor Notes limitation.