Labs & documents

The Labs & Documents tab on a client's profile collects the client's lab data in two sections:

• Lab results: structured results, one test per row, with a value, unit, reference range and flag.
• Lab documents: medical-history records of type Lab Result, for example a scanned lab report with its PDF attached.

Before you start

The Labs & Documents tab appears only when:

• Your clinic has the Lab Results module turned on.
• Your role has the View lab results permission.

To add, edit or delete entries you also need Add lab results. Clinic Owner and Admin roles have all lab permissions. Other staff can only view results unless the clinic admin gives their role more. See Staff & roles.

To open the tab:

1. In the sidebar, go to Clients → Client List.
2. Open the client's profile.
3. Click the Labs & Documents tab.

Add a lab result

1. In the Lab results section, click Add result.
2. Enter the Test name, for example Beta-hCG or TSH.
3. Enter the result. Give one or both of these:
   • Value (a number) and its Unit.
   • Text result, for example "Positive".
4. Optionally, enter the Reference range.
5. Optionally, choose a Flag: None, NORMAL, LOW, HIGH or ABNORMAL.
6. Set the Result date.
7. Optionally, add Notes.
8. Turn on Sensitive result if the result must be hidden from staff without access to sensitive records.
9. Click Save result.

Results are listed newest first. Each row shows the test name, the value, the flag and the date. A HIGH or ABNORMAL flag is shown in red, and a LOW flag in amber.

Edit or delete a lab result

1. Click the three-dot menu on the result's row.
2. Click Edit to change it, then click Save result.
3. Or click Delete, then confirm in the Delete this lab result? dialog.

Sensitive results

A result marked Sensitive result shows a sensitive badge. Staff without the View sensitive records permission don't see it at all. Owners and admins can always see sensitive results.

Hormone results and the Pregnancy tab

Results with the test name Beta-hCG, LH, FSH, Progesterone or Estradiol also appear on the Hormone trends chart in the Pregnancy tab. Hormone results recorded from that chart appear here as normal lab results. See Pregnancy.

Lab documents

The Lab documents section lists the client's medical-history records of type Lab Result. The same records also appear in the Medical History timeline on the Overview tab. They are not structured results: each one has a title, a date, a description and attached files.

Use them for reports you want to keep as a document. Use Lab results when you want a single value you can compare over time.

Add a lab document:

1. On the Overview tab, in Medical History, click Add Record. If the Lab documents section is empty, you can instead click Add lab result in that section.
2. Set Record Type to Lab Result.
3. Enter the Title, the Date and the Description.
4. Click Attach files to add the report. This needs the File Storage module.
5. Click Save Record.

Open a document: click an attached file to preview it in the file viewer.

Edit or delete a document: use the edit and delete buttons on the record in the timeline.

For more about medical-history records, see Medical history.

Common problems

The Labs & Documents tab isn't there. The Lab Results module is off, or your role lacks View lab results. Ask your clinic admin.

The Add result button isn't there. Your role lacks Add lab results.

"Enter a numeric value or a text result." Fill in Value or Text result. One of them is required.

A result I know exists is missing. It may be marked as sensitive. You need View sensitive records to see it.

Clicking an attached file does nothing. The File Storage module is off. Files can't be opened or attached while it is off.

A record of another type doesn't appear under Lab documents. Only records with Record Type set to Lab Result appear here. Edit the record on the Overview tab and change its type.