Ability to Change Exam Status from the UI

The ability to manually change exam status through the UI is controlled by role-based permissions. As this functionality is intended for troubleshooting rather than routine use, it is recommended that access be limited to administrators.

Navigate to the Administrative menu > Roles, and select the role for which you want to enable permissions.​ 

In the upper-right corner, use the search field to locate the “Ability to update exam status” permission and ensure the Update option is selected.​ 

This will grant all users assigned to the selected role the ability to manually change exam status through the UI.​ 

The above diagram shows the allowed status transitions:​ 

• Unmatched ↔ Pending/Inflight/Completed​ 
• Inflight ↔ Pending​ 
• Pending/Inflight ↔ Completed​ 
• Pending/Inflight ↔ Unmatched​ 
• Completed ↔ Pending/Inflight/Unmatched​ 
  (only if the completed exam is NOT “Once signed” and has NO internal or external final report).​  

Completed exams may be manually moved to the Unmatched, Pending, or Inflight status only when the following conditions are met: 

• The exam does not have a “Once signed” exam event (this event is present on all exams signed in the platform). 
• The exam does not have a final report signed in the platform. 
• The exam does not have an external report. 

From the Exam List, click the Actions button and select Exam: Status.​ The dialog box shown below is displayed. ​ 

Choose the desired status and click Save to move the exam.​ 

The exam status can also be updated from the Reporting Screen.​ 

In the Exam Information tab, click the current status in the Status section and select the new status from the dropdown menu.​ 

When an Exam is Manually Moved FROM Unmatched 

→ To Pending or Inflight 

• The exam becomes fully editable, just like regular Pending/Inflight exams: 
  • Technologist notes.
  • Operational notes. 
  • Document uploads. 
• Other Pending/Inflight fields. 
• Missing information is allowed initially. 
• Validation is enforced later: 
  • Moving Pending → Inflight via Submit requires all missing information. 
  • Signing an exam already moved to Inflight requires all missing information. 

→ To Completed 

• The exam becomes non-editable, same as a normally completed exam: 
  • Forms, exam information, report editor, etc. become non-editable. 
• No Signed date-time is added. 
• No “Once signed” exam event is created. 
• No report is generated. 
• Behavior matches exams completed via OPR rules. 

When an Exam is Manually Moved FROM Pending or Inflight

→ To Completed 

• Missing information is allowed. 
• Exam becomes non-editable, same as a normally completed exam. 
• Partial reports started by the radiologist are removed (templates + manual text). 
• No Signed date-time or “Once signed” event is added. 
• No report is generated. 
• Behavior matches exams completed via OPR rules. 

→ To Unmatched 

• The exam becomes editable according to Unmatched rules, same as a standard Unmatched exam. 

When an Exam is Manually Moved FROM Completed 

→ Pending or Inflight 

• The exam becomes fully editable, same as regular Pending/Inflight exams: 
  • Forms 
  • Exam information 
  • Images 
  • Report editor 
• Default template applies if enabled at the radiologist level. 
• If the radiologist signs the exam later, the report is generated and sent normally. 

→ Unmatched 

• The exam becomes editable according to Unmatched rules, same as a standard Unmatched exam. 

When a Completed exam has a final report (either signed in the platform or received as an external report) and changes are required, the exam may be sent to Support Request or an Addendum may be requested.​ 

Support Requests and Addendum Requests are permitted on Completed exams, including those that:​ 
• Have a “Once signed” exam event​.
• Have a final report signed in the platform.
• Have an external report.​ 

There are two ways to send a Completed exam to Support Request:​ 

1. From the Exam List:​ 
• Click the Actions button and select Support: internal request.​ 

2. From the Reporting Screen:​ 
• Click the Actions button in the lower-right corner of the page and select Support: internal request.​ 

In both cases, the dialog box shown above is displayed.

Select the appropriate option and click Save to send the exam to the Support Request queue.​ 

There are two ways to send a Completed exam to Inflight via Addendum request:​ 

1. From the Exam List:​ 
• Click the Actions button and select Addendum: request.​ 

2. From the Reporting Screen:​ 
• Click the Actions button in the lower-right corner of the page and select Addendum: request.​ 

In both cases, the dialog box shown above is displayed.

Enter the reason for the addendum and click Request to send the exam back to the Inflight queue.​ 

When a Completed exam (with “once signed” event, a final report signed in the platform, or an external report) is: 

• Moved to Support Request status, or 
• Moved to Inflight via Addendum Request.

The following actions are allowed: 

• Add images. 
• Delete images.  
• Insert, remove, or edit forms. 
• Update DICOM metafiles. 
• Update exam information. 
• Add technologist notes. 
• Add operational notes. 
• Add documents. 

Addendum-Specific Behavior:

• Radiologists may add or cancel an addendum. 
• Any changes made to images or forms persist, even if the addendum is canceled.