Distributing reportsTopic number: 1425412190224

You can distribute preliminary and validated reports using a printer, post, fax, or email.

Except when using XERO Viewer and mobile applications, you can check how your report will look when distributed by clicking Print preview on the report toolbar.

To distribute reports
  1. From a context menu, menubar buttons, or the More menu in the List, Search, or Text area, select Print > Print and export. Print and export

    Tip:

    You can also open the Print and export dialog by selecting Addressees > Distribute now in the Text area.

    The Print and export dialog opens with the Distribute report tab forward. If configured by your administrator, default addressees are listed and the CC recipient flag is enabled for physicians who receive a copy of a report.

  2. To print the report to a printer configured on your workstation (which can be a network printer), click Add local print. Optionally, select a different printer, or increase the number of copies to print.
  3. To send the report to particular addressees:
    1. Click Add addressee and select Default addressee > option, Physician, Department, Facility, or Ad hoc.

      If more than one study is selected for distribution, the Default addressee option is not available.

    2. Select the checkbox of the default and added addressee.
    3. If you selected Physician, Department, or Facility as the addressee, in the Name column, type to select the specific addressee from the list.
    4. From the Distribute via column list, select Fax, Printer, Post, or Email as the distribution method.

      This field is empty when no communication details are configured for that addressee. (So the report cannot be distributed to them.)

  4. In the Report sent to column, provide the appropriate contact information.
    Distribute viaReport sent to
    FaxThe fax number you type.
    PrinterThe selected printer, which must be a server-side printer (a printer installed on a server, not a workstation).
    PostThe postal address you provide is printed with the report on the selected printer, for easier distribution by post. If you manually add an address in the Print and export dialog, both local and server-side printers can be used.
    EmailThe email address you type. For multiple addresses, separate each with a comma. Under Details for the email, you can optionally update the email Subject line and type email Content.
  5. In the # copies column for the addressee, optionally increase the number of copies of the report to distribute.
  6. Enable the CC recipient flag for physicians who will receive a copy of a report.

    Physicians without the CC recipient flag are original recipients.

    If configured by your administrator, original and CC recipients are displayed in a distributed report. You can also see recipients when you view a report in the Text area by selecting View letter.

    Example:

    Original to: Physician A, Physician B

    Copy to: Physician C

  7. To distribute to other addressees, repeat from step 3.
  8. Click Distribute or Distribute & close.

    A checkmark appears on the Distribute tab. The checkmark does not mean that the distribution was successful; it means only that a report distribution was triggered in that tab.

  9. To print the report on signoff, click Signoff and print in the action toolbar. The report then prints on the default printer. The button is also available in the End of Letter dialog.

Note:

If report distribution rules are defined in Administrator Desktop, reports are automatically distributed to certain addressees on order creation, receipt, or update, whenever all rule conditions are met.
Required permissions: Can distribute reports. (For more on permissions, see Security roles: Concepts.)