This page appears when you click the "Collection List Report" link from the main Available Reports page.

Note that you must have the necessary security settings in order to access the Collection List Report page. See Configuring Harvest Webstation: Establishing Security Settings for more information.

The Collection List Report allows you to view and/or print a list of draws that need to be performed. You may specify the start and end dates for the report and the type(s) of order(s) that should appear on the report.

Setting up the Collection List Report

1. Select one or more checkboxes for each type of order you wish to include in the report. By default, all of the checkboxes are selected; however, you may modify your advanced configuration options to set which checkboxes are selected by default.

There are checkboxes for all of the different types of orders: Hourly, Daily, Weekly, Monthly, or Yearly Recurring orders; Future/Deferred orders; Host orders; and Harvest Webstation orders.

2. Select a view from the Column View drop-down list. You may create a column view specifying which columns to display and how to sort the columns on the Collection List Report in the Column Views table in Harvest—see the Harvest online or printed help for more information. Note that optional columns (if defined in the column view) are ignored by Harvest Webstation.
3. Select one of the following options to limit the results based on provider or location:
• No Limit: Select this option if you do not want to limit the results.
• Order Provider: Select this option to enable the accompanying drop-down list. Choose a provider to only display results for the selected ordering provider.
• Draw Location: Select this option to enable the accompanying drop-down list. Choose a location to only display results for the selected drawing location.
• Order Location: Select this option to enable the accompanying drop-down list. Choose a location to only display results for the selected ordering location.
4. Enter the range of dates and/or times you want to browse in the Start/End Date and Start/End Time fields. By default, the start date is empty and the end date is the current date. Harvest Webstation displays the time range on the report footer, if specified. Harvest Webstation treats empty dates (00/00/0000) and empty times (00:00 or 12:00 AM) as not entered, and does not use them in the search.
• If you only specify an End Date, the Collection List will include all orders with draw dates up to and including the End Date.
• If you only specify a Start Date, the Collection List will include all orders with draw dates that match the Start Date.
• If you only specify an End Time, the Collection List will include all orders with draw times up to and including the End Time.
• If you only specify a Start Time, the Collection List will include all orders with draw times that match the Start Time.
5. Select the Apply time range inclusively option to have Harvest search for results that fall between the start time on the start date through the end time on the end date. If you do not select this option, Harvest Webstation will apply the time range on a daily basis. That is, it will only search for results that fall between the start and end time on each date from the start date to the end date.

   For example:

   Start Date: 10/01/04 End Date: 10/31/04

   Start Time: 01:00 PM End Time: 09:00 PM

   “Apply time range inclusively” selected: Harvest Webstation searches for results between 1:00 PM on 10/01/04 and 9:00 PM on 10/31/04.

   “Apply time range inclusively” not selected: Harvest Webstation searches for results between 1:00 PM and 9:00 PM on 10/01/04, between 1:00 PM and 9:00 PM on 10/02/04, … and between 1:00 PM and 9:00 PM on 10/31/04. Harvest excludes results between 9:01 PM and 12:59 PM.

6. Click the Labels button to print labels based on your search criteria. You must have already installed and configured the LabelPrinting application to use this feature. See Configuring Harvest Webstation: Enabling Label Printing for more information.
7. Click the Create button to create and print the report. See "Printing the Report" below.
8. Click the Cancel button to close the page without creating a report.

Configuring the Report

You may modify your advanced configuration options for one or more of the following functions:

1. Display the patient's date of birth in parentheses after the patient's name in the Name column, and change the Name column title to "Name/DOB."
2. Replace the Patient ID with the patient's social security number (SSN), and change the Patient ID column title to "SSN."
3. Include a "Clinical Questions" column on the report. Note that when using this option, "Landscape" orientation is recommended for printing the report.

Printing the Report

1. Click the Create button to create the report. Harvest Webstation displays the collection list report in a separate display page, and the print dialog box automatically appears.
2. Verify the settings for the printer in the print dialog box. Make any necessary modifications. See Printing.
3. Click Print to confirm the printing or Cancel to cancel printing the collection list report.
4. After you have printed or cancelled printing the collection list, close the display and return to the Available Reports page.