PDS Client Website User's Guide - Prairie Diagnostic Services Inc.
Contents
1. Name Account Email dan andrews pds usask ca Account Verified True Change Password Optional You will receive two emails the first time this is done eae EE ee ee ee ee ee This indicates that a change has occurred to your account and to report if this is an error No Reply Email Verification for POS Tue 10 21 2014 10 1 6 KB This indicates that you must follow the link in the email to verify your email address You will not be asked again to verify unless there is a change Verifying an email address involves sending an email to your email inbox and having you click a confirmation link in the email b Report Settings l il This is the email address to which you want your result reports sent Please use a single email address here If you require further email distribution within your organization we recommend that you set up forwarding rules within your email software Submit Page 3 of 8 11 PDS Client Web Access Users Guide Version Date 28 October 2014 If the email has already been verified once the Reporting Email Verified will indicate True If it has not been verified a verification email will be sent to that email address and the link in the email must be clicked to confirm Report Settings Basic Settings amp Accounting Settings i Help Reporting Email danharrisandrews gmail com Reporting Email Verified ua c Accounting Settings 1 il Invoice Email Invoices are s2. From and To submitted date range include format mm dd yyyy eg 10 21 2014 4 Once the selection has been entered click on Search 5 A new screen opens that includes all the matches from your search Questions concerns or if you require assistance you can contact us at Email pds info usask ca Telephone 306 966 7316 Page 8 of 8
3. PDS Client Web Access Users Guide Version Date 28 October 2014 PDS Client Website User s Guide Introduction Prairie Diagnostic Services Inc PDS has made some significant improvements to the client web access which is available through your desktop laptop or mobile device Current changes include e Improvements to account settings such as ability to change user name password e View recently submitted cases e View New Reports these will be dated and time stamped to indicate when they were updated e Direct link to PDS website www pdsinc ca is available on this screen with reference documents and submission forms e Ability to maintain email addresses for results reporting and financial reporting Account Verification and Log in 1 To access client website go to URL http pdsserver usask ca 2 To log in to the client website click on the Log in button in the top right hand corner lt t ttp pdsserve usask ca 3838 p e PDS Web Client fer PDS Web Client Qas WF A Home Welcome to the PDS Web Client 3 A new screen opens where you enter the user name and password you were originally emailed in May 2014 The option to remember your password may be selected Submit Page 1of8 PDS Client Web Access Users Guide Version Date 28 October 2014 Client website opens to Recent Cases Screen Please verify all your email address requirements by going to the Basic Settin
4. ent out for each case with details of the testing Invoice Email represents the email address where you want these invoices sent to If this is a new email address it must be verified Statement Email The first week of the month a statement and statement summary for the previous month is sent to the email address indicated in this field The statement provides a high level view of cases and total amounts for the case Further details can be found on the case specific invoice The Statement Summary is an Excel spreadsheet which includes details of the submission numbers invoice numbers tests performed total dollars owner name and Incident if used Clients have found this file a useful tool for sorting within Excel and paying by Purchase order numbers if required If this Statement Email is a new email address it must be verified Page 4of 8 PDS Client Web Access Users Guide Version Date 28 October 2014 Accounting Settings Basic Settings amp Report Settings Invoice Email pds info usask ca Invoice Email eee TE Click To Send Verification Message To pds info usask ca Statement Email tar ee ERE Vead i an andrews usask ca Statement Email Verified True Fax Number Email Verification Your email pds info usask ca has been verified Thank you subscriptions for pds info usask ca You have on or more subscriptions for your email Click here to view or change your
5. gs Basic Settings X button the first time you log in Help buttons i He have been added to many of the screens to define what the fields are used for and assist you to determine what email addresses you may want to utilize Note All email fields may contain the same email address if this fits your business needs When you log in to your account for the first time the following steps must be followed to ensure valid emails have been provided a Basic Account Settings i Client Name This is the client name that has been entered into the PDS accounting system The PDS account number appears in brackets and represents the unique code assigned to your clinic generated at PDS 1i Address mailing address as appears in PDS accounting program as provided by client 1i User Name This can be the account email address or a name that you choose that is unique and easier to remember The first character must be a letter for either option required field iv Account Contact Name The individual within your organization that inquiries can be directed to required field v Account Email Email address where the Account Contact can be reached required field vi Submit Page 2 of 8 Vil PDS Client Web Access Users Guide Version Date 28 October 2014 Basic Account Settings amp Report Settings amp Accounting Settings i Help Client Name Address User Name dev pds usask ca Account Contact Dan Andrews
6. subscriptions Access to Reports and Status m 1 To access recent cases click on From this screen you have the option to view Recent or New Reports Recent reports are cases that have been received and accessioned there may or may not be any results available New Reports provides you with a real time look at what submissions have been reported including date and time the last change was made Recent Cases Recent New Reports Print Columns Case Number Area Species Owner Clinic Date Received Report Date Status Page 5 of 8 Area Code BACTI CBC CHP CPEND CHSCH CYT ee oe B HEM IMM M SERO NEC PARA PCR REFERRAL TOX UR a Plain text testing in the area has been ordered PDS Client Web Access Users Guide 2 The key to laboratory areas are as follows Area Name Bactenology CBC Chemistry Panels Endocrine CP Chemistry Cytology Endocrine Services Lab Hematology Immunology Serology Necropsy Biopsy Parasitology PCR Referral Toxicology Urinalysis Virology Version Date 28 October 2014 3 Results are colour coded as an indicator of status The colour coding is as follows b Blue testing is underway and results may or may not be available c Green Testing in the area is final and has been authorized and signed Result Color Codes Color Description Plain Text Area has been ordered Blue This area is underway and resul
7. ts may be present Green This area has been finished and signed Page 6 of 8 PDS Client Web Access Users Guide Version Date 28 October 2014 Columns 4 You may choose which columns to display by clicking on and checking or unchecking the columns you want in your view This capability is particularly helpful when viewing the results on a mobile device with limited screen space rr Case Number Area Species Owner Clinic Date Received Report Date Status rirranzecu a If you click on the case number the reports that are available to look at appear on the right hand side If no reports are available the banner indicates pending PDS1432354 Documents Final PDF Final XML Preliminary PDF Preliminary XML Search Functions Q 1 To search submitted cases for your clinic organization click on soa 2 The search screen opens and the following options appear for searching You may complete one or multiple fields to narrow the search Page 7 of 8 PDS Client Web Access Users Guide Version Date 28 October 2014 Search Case Case Owner Owner Clinic Clinic To To _dd mm yyyy 3 Field definitions a Case refers to PDS case number b Owner Owner s name first last or portion of the name minimum three letters c Clinic clinic number if provided on submission form d
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