We recommend tagging (or categorizing) each report, diagnostic imaging, or other documents that you receive and save in a patient’s chart. This enables standardizing your domain and facilitates searching for content. Report categories or tags are specific to the TELUS Health Collaborative Health Record (CHR) and not the lab vendor. You can categorize lab reports from the Inbox when you receive them or from the patient chart (Patient Files section) once they are saved in a patient chart.
📌 Notes:
In Ontario, when receiving reports from Hospital Report Manager (HRM), you can configure automatic categorization. For more information, see Configuring auto-categorizing of HRM reports (Ontario).
In Alberta and British Columbia, lab results, diagnostic imaging, and other medical reports are automatically categorized with the default file tags: Lab, Diagnostic Imaging, and Reports. Documents that cannot be categorized as lab results or diagnostic imaging are filed under the Reports tab.
💡 Tip: You can use the CHR's Analytics feature to query or search for specific tags. For more information, see Analytics dashboards.
Steps
1. From the Inbox or the patient's chart > Patient Files section, open the report.
2. At the top of the report, click Doc info.
3. Under the Tags heading, click + Add a new tag and search for and select a tag from the list to apply to the document. For more information about adding or customizing tags, see Configuring file tags.
4. Click Save.
The report is now categorized with that tag. In the Patient Files section of the patient chart, the report is filed under the corresponding tab for that tag.
💡 Tip: Tabs appear only if the patient has a document or report that was categorized with the corresponding file tag.
Updated January 10, 2025