Clinical Documentation Report (CDR) Tab

Super Admins and users with manage PDF packages can create PDF packages of clinical documentation that can be requested by the lab. This helps reduce the need for the lab partner to reach out to the facility and request printed documentation from the patient's chart. 

Because these packages are set up on a per-laboratory basis, each connected lab can have its own standard documentation package. Once these packages are created, the lab can pull them electronically from the lab platform.

Note: The lab can only request documentation for patients who have had testing completed by that specific lab. This documentation is typically used to assist the lab with billing the patient's insurance company.

Important: The feature only works for bidirectional interfaces.

Create a Lab PDF Package

Lab PDF Packages are the same as creating standard PDF Packages aside from selecting the Lab from the drop-down. 

1. Click on your initials and choose PDF Packages.
   

2. From the PDF Packages tab, click New.

   

3. Create your PDF package with all your desired forms and selections. Below is a list of form types commonly requested by labs.

   Note: You must save the package before the lab can be assigned.

   PDF Package Form Types

   Assignment of Benefits / Release of Medical Information

   Bio-psychosocial Assessment

   Case Management Assessment

   Case Management Note

   Case Management Treatment Plan

   Clinical Progress Note

   History and Physical

   Individualized Treatment Plan

   Initial Aftercare Plan

   Initial Psychiatric Evaluation

   Initial Treatment Plan

   Manage Clinical LOC

   Manage Recurring Assessments

   Medical Progress Note

   Nursing Discharge Note

   Nursing Re-Assessment

   Nursing Screen & Assessment

   Pre-Admission Assessment

   Pre-Admission Assessment

   Progress Note

   Psychiatric Discharge Order and Note

   Release of Confidential Information

   Self Preservation Statement

   Statement of Financial Responsibility

   Treatment Plan Review

4. Click Save PDF Package at the bottom of the screen.

   

5. Select the Lab from the drop-down and locations, if applicable.

   

   Note: Each lab may have only one package created for them.

6. When done, click Save PDF Package at the bottom of the screen one more time.

   

   Note: Once the PDF package is completed, the lab will have access to pull these documentation packages along with the MNDR in Kipu Labs.

Request PDF Packages from Lab Platform

Lab Partners have access to the platform, a portal where they can access all orders and results flowing through their lab interfaces.

1. Navgate to Reporting > MNDRs

   

2. Locate the Accession you need to get clinical documentation for.

   

3. Click on the line and select Generate Report with CDR.

   

4. The system will initiate the process of collecting the PDF with the required. Once completed, the file will be available under Reports > Files.

   

5. Click on Available to download the final PD.

   

   Note: The MNDR/CDR packages can be requested one at a time.

View Requested Packages on the CDR Tab

The CDR tab allows users to audit, view, and download the packages requested by the labs. 

1. Click on your initials and choose CDR.
   
2. You can review each pulled package by clicking CDR and selecting the file.