To submit patient/sample tracking information through the customer portal
1. Log in to the customer portal.
 | By default, your Geneticist Assistant Administrator account (Geneticist Assistantis designated as a user of the customer portal. The username and password for logging in to the customer portal are identical to the username and password that were specified for the Administrator role. If you are not the Administrator, then you must be specified as a web user. (See Managing Web Users.) |
2. On the Patients and Samples page, click New Patient/Sample, or on the main menu, click Submit.
The Submit Sample page opens. The Patient and Specimen section is displayed. The Sections pane on the left side of the page lists the seven sections for the page by name in which you can enter the patient/sample tracking information.
| | Your organization’s Administrator is responsible for customizing the fields that are displayed in all the sections on the Submit Sample page, including whether a field is enabled or disabled, and whether a field is required or optional. |
3. In the Patient and Specimen section, on the Saved Patients dropdown list, do one of the following:
• Leave the list set to Add New, and then enter the new patient information.
• Select a patient from your organization’s Geneticist Assistant database.
| | The patient and sample information is directly linked between the Geneticist Assistant database and the customer portal. Any patient that is in the Geneticist Assistant database is automatically available for selection on the Saved Patients dropdown list. If you add a new patient, then this new patient is automatically added to your organization’s Geneticist Assistant database and going forward, is available for selection in the portal. |
4. Continue opening each section on the page, and then enter the appropriate information for the patient/sample combination.
5. Optionally, after you have entered all the patient/sample tracking information, in the Sections pane on the Submit Samples page, click Review to open the Review Submission page and review the information and make any necessary changes before submitting it.
6. On the Submit Samples page, in the Sections pane, click Submit.
The patient/sample information is submitted to the customer portal. The submission is automatically recorded on the Submissions tab in Geneticist Assistant. The Submit Sample page remains open. A Submission Successful message is displayed on the page along with two options: Download Packing Slip and Download Submission Details.
7. Optionally, click either one or both options to download the needed information for the submission:
| | The prompt that opens and the location in which the file is automatically saved is dependent on the browser that you are using to access the customer portal. |
• Download a packing slip: Generates a packing slip in PDF format that includes a barcode.
If your organization uses barcodes, then you can scan this barcode and validate that the correct patient and sample combination was submitted to the customer portal and to confirm sample identity when you are reviewing a sample in Geneticist Assistant.
 | You can always choose to generate a packing slip with a barcode for this or any other submission at a later date. To do so, on the customer portal main menu, click Review to open the Review Sample page, select the appropriate patient/sample combination, and then click Download Submission Packing Slip. |
• Download Submission Details: Generates a full record of the submission in PDF format. The information that is displayed on the Submissions Detail form is identical to the information that is displayed on the Packing Slip form, but without the barcode.
| | You can always view the full record of any submission on the Submissions tab in Geneticist Assistant. See The Submissions Tab. |