Reporting Workflows

Introduction

A report workflow is a specific set of tiers or levels of review that a report advances through from creation to finalization. Reporting tiers define the actions that can be executed for the current tier. The Clinical Reporting Application (CRA) supports the following tiers:

• Unread
• Preliminary
• Final

Reporting workflows are site specific. See your System Administrator for more information.

Note:

A workflow can have required fields. Required Fields are site configurable. See your System Administrator for more information.

The following report options are available on the application toolbar:

If you want to do this...	Description
Add statements to summarize the data that you imported or manually entered. Note: You can find these statements in the findings sections of the current report definition.	Click Execute Auto Summary Rules to run a predefined, user-configured AutoSummary routine. Only one AutoSummary routine can be assigned to a workflow.   See Using AutoSummary.
Use macros to populate specific fields within a report.	Click Select Macro to choose a predefined, user-configured macro from the drop-down list. For example, the following options might be in this list, depending on your site's configuration: TAVR PFO Closure Heart Donor Cardiac Transplant Workup Heart Biopsy See Using Report Macros.
Populate any remaining blank fields with normal comments or findings, as configured within the routine.	Click One-Click Normal to run a predefined, user-configured One-Click Normal routine. You can only assign a single One-Click Normal routine to a workflow. See Applying One-Click Normal.
Promote a report to preliminary status	Click Promote to Preliminary. Synapse distributes the updated report if the preliminary tier is configured to distribute.
Amend an existing preliminary report after you have promoted the report.	Click Amend Preliminary. Synapse distributes the updated report if the preliminary tier is configured to distribute. Note: The CRA Preliminary Amendment privilege is required for another user to amend an existing preliminary report.
Revise a report or promote a report to the next reporting workflow after all of the current reporting tasks are complete.	Click Finalize/Revise and select an option from the drop-down list to either revise a report or promote a report to the next reporting workflow. Multiple reporting tiers can be associated with a workflow. See Managing Reports.
Promote or finalize a report after all reporting functions are complete.	Click Finalize and select a report option from the drop-down list. For example, the following options might be in this list, depending on your site's configuration: Interventional Workflow Diagnostic Workflow Finalize Both See Managing Reports.
Amend a finalized report.	Click Amend. Synapse removes the highlighting and distributes the amended report. See Amending Reports.