Work through the report inbox
Open Reports and choose To review. Open the file to examine it, then record the review outcome and notes.
Opening or downloading a file does not mark it reviewed. A clinician must explicitly save a review outcome.
Decide what the patient can see
Review status and release status are separate. A reviewed report is not necessarily visible to the patient.
Select Release to patient when the document is ready to share. The patient portal displays released documents for that patient only.
Patient uploads
Patients can upload a report through their portal. It goes to the clinic for review; the upload itself is not a clinical conclusion.
Use the patient record’s visibility preview to check which documents have been shared.