Imaging reports are critical for diagnosing and monitoring medical conditions. Within Canvas, imaging documents are integrated through the Data Integration system, allowing for streamlined upload, review, and chart linking. Reports may be uploaded manually or received via fax, and once linked, they can be reviewed, edited, or associated with imaging orders. This article provides a complete guide for managing imaging reports to ensure accurate and organized documentation that supports clinical decision-making.

User’s Guide

This section outlines the essential steps for managing imaging reports, including linking, reviewing, editing, and removing reports.

Manage Imaging Reports

Imaging documents can be added and managed in two primary ways:

Direct Upload

1. Go to the triple-line menu > Data Integration > Upload Document.

2. Upload documents directly from your computer.

3. Link documents to the appropriate patient chart as Imaging Reports

Faxed Documents

• When imaging reports are received by fax, they appear in the Data Integration Inbox.

• These can be reviewed and linked directly from Data Integration.

Linking Imaging Report to Patient

1. In the Data Integration section, locate the Link to Patient field.

2. Search for the patient by name or date of birth.

3. Select the patient and choose Imaging Report from the Document Type dropdown menu.

   

4. Assign a Reviewer

   • If a care team lead is assigned, their name is prefilled in this field

   • If no care team lead is assigned or a different reviewer is needed, choose the name of the team or individual that needs to review the results.

     

5. Complete the remaining fields. Required fields are marked with a red asterisks

6. Click Ready for Clinical Review to complete the linking process.

   

7. Click the patient's name to go directly to the patient's chart

Reviewing Imaging Results

Once linked, imaging results can be reviewed using one of three methods:

Review from Patient Chart

• Use the search bar in the Schedule View to locate and open the patient’s chart.

• Click the Labs icon located in the top-right panel.

• Select the card of the lab report you wish to review to expand it. Reports pending review will display a red badge in the upper-right corner of the card. The sorting logic for the cards is as follows:

  • Documents requiring review by the logged in user will be listed first

  • Documents that need review and are assigned to a team the logged-in user is part of will show second

  • All other documents not assigned to the logged in user or their team(s) will be sorted by descending occurrence date

• Click Review to open the review modal. This modal displays the PDF document for the lab report along with review fields.

  • Heading: Displays the name of the document being reviewed

  • Patient message: Information to relay to the patient

  • Patient communication: Method to share message with the patient

    • Delegate call, can leave message: The caller can leave a message if the patient does not answe

      • A task will be created for the team with the responsibility Communicate Diagnostic Results to a Patient to call the patient and share the provider's message.

    • Delegate call, need patient to answer: The caller must speak to the patient directly and cannot leave a message.

      • A task will be created for the team with the responsibility Communicate Diagnostic Results to a Patient to call the patient and share the provider's message.

    • Already left message: A message has already been left for the patient based on what the provider reviewed.

    • Already reviewed with patient: The patient has already been made aware of what the provider reviewed.

  • Linked Items: The PDF of the reviewed item will automatically link here. You can attach related components of the patient's chart for reference.

  • Internal Comments: Content is only displayed internally for staff visibility. It will not display on any documents shared externally.

5. Click Sign to finalize the review process.

Reviewing from Imaging Review Command

1. Insert the Imaging Review Command in a new or existing note.

2. Select the appropriate report from the dropdown.

   

3. To view the imaging report, click the PDF button on the card to open it in a new tab.

   

4. Complete the necessary fields in the review modal and Sign.

Reviewing from User Panel

1. Navigate to the User Panel in the Schedule View.

2. The imaging icon will display a red badge indicating pending reviews.

   

3. Click the icon to view assigned imaging reports.

4. Select a report to review and complete the process in the Imaging Review Modal.

   

Editing Imaging Report

Reports can be edited from both the Patient Chart and the Schedule View.

Editing from Patient Chart

1. Open the patient chart and click the Imaging Icon in the patient panel.

   

2. Click the imaging card to expand it

   

3. Click Edit to update:

   • Report name

   • Collection date

   • Comments

   • Document type

     

4. Click Save to apply changes.

Editing from User Panel

1. In the Schedule View, click the Image icon in the user panel

2. Locate the imaging report card and select Edit.

   

3. Make the necessary updates and Save the changes.

   

Removing Imaging Report

1. Locate the imaging report card in either the Patient Chart or User Panel.

2. Expand the report card and click the dropdown arrow next to Edit.

3. Select Remove to open a confirmation prompt.

   

4. Confirm the action, and the imaging report will be permanently unlinked from the patient’s chart.

   

Linking Imaging Order to Results

1. If an imaging order was not linked in Data Integration, select Link Orders on the imaging report card.

   

2. A dropdown will show all open imaging orders for the patient (committed or uncommitted).

3. Select the appropriate order. The provider’s name will appear, confirming the link.

   

Removing Imaging Order from Results

1. Open the imaging report card in the Patient Chart or User Panel.

2. Click Edit and remove the linked order by selecting the X next to the order name.

3. If necessary, link a new order following the steps outlined above.

Reviewing Internal Comments for the Imaging Review

Internal review notes for the image results are only visible on the command itself. Follow these steps to be routed directly to the command.

1. Navigate to the patient chart

2. Click the Imaging icon in the patient panel

3. On the imaging report card, click Reviewed on [DATE] at [TIME]

4. A new tab will open that takes the user directly to the associated Imaging Review command.

   

Assigning Processed Imaging Results to

Results can be assigned to a team or individual after the results have been processed through Data Integration

Assigning Imaging Results to a Team

1. Click the Imaging icon in the patient or user panel to open the result cards

   

2. Click the team link on the card to open the dropdown. It will either say No Team Assigned or state the name of the team currently assigned

   

3. Select the team name from the dropdown

Assigning Imaging Results to an Individual User

1. Click the Imaging icon on either the user or patient panels to open the Imaging Results

   

2. Click the name of the assigned user to open the dropdown

   • A user will already be assigned since it is required to process in Data Integration

     

3. Select name of new assignee

FAQ & Troubleshooting

Q: Can imaging reports be uploaded manually?
A: Yes, reports can be uploaded directly through Data Integration and linked to a patient’s chart.

Q: What happens if no reviewer is assigned?
A: Users must manually select a reviewer from the dropdown list during the linking process.

Q: Can an imaging order be linked after upload?
A: Yes, users can link an order at any time by selecting Link Orders on the imaging report card.

Q: How do I remove an incorrect imaging order link?
A: Use the Edit button on the report and remove the order using the X next to its name.

Q: Is there a way to revisit a signed imaging review?
A: Yes, from the patient’s chart, click Reviewed on [DATE] to return directly to the Imaging Review Command.

Reviewing Internal Comments for the Uncategorized Document Review

Internal comments for the Uncategorized Document Review are only visible on the command itself. Follow these steps to be routed directly to the command.

Related Resources

• Processing Documents via Data Integration
Learn how to upload and assign clinical documents from the Canvas Data Integration system.

• Understanding Commands
Explanation of how commands influence workflows and documentation

Keywords & Metadata

• Keywords: Imaging reports, Data Integration, Canvas Medical, document upload, imaging order linking, patient chart, fax inbox, clinical review
• Categories: Imaging Management, Data Integration, Patient Records, Workflow Optimization