Reporting Workflows

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 Running an AutoSummary Routine.

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

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.