Finalizing a case
Finalizing a case locks it to preserve interpretation decisions and ensures reporting consistency. Once finalized, no changes can be made to variant tags, pathogenicity, interpretation notes, or case-level classifications unless the case status is reverted.
How to finalize a case
Open the Case Interpretation widget
On the Individual Case page, click on the Case Interpretation button in the top bar.
Indicate the case result
In the Case Interpretation widget, select the final result of the analysis:
Confidently Solved (Positive)
Likely Solved (Positive)
Further Investigation (Uncertain)
Unsolved (Negative)
The outcomes are grouped into two supercategories:
Resolved → Confidently Solved, Likely Solved, Further Investigation
Not Resolved → Unsolved
These outcomes contribute to your lab’s diagnostic yield calculations.
Confidently Solved, Likely Solved, and Further Investigation end-result categories correspond to the Resolved case status supercategory.
Select variants to include in the Clinical Report
Use the tag filter dropdown to choose which tagged variants to include.
You can reorder variants by drag-and-drop. The order is preserved in the Clinical Report within each tag group and variant type.
Multi-tag support
Variants now appear under all tags they have been assigned, not just the last one.
If a variant is already selected under Tag A, it will also appear as selected when filtering by Tag B.
The tag dropdown shows only tags used in the case, with the number of variants per tag displayed (e.g., Most Likely (10)).
Tip: This makes it easier to manage multi-user and multi-tag workflows while ensuring no variant is missed when preparing the report.
Changes from v38.0+:
4. Add notes and interpretations
Within the Case Interpretation widget, you may add:
Interpretation notes
Gene interpretation (import gene annotation from Curate)
Recommendations
These free-text fields are saved per case and will automatically populate in the Clinical Report if your lab uses Emedgene’s reporting solution.
5. Save your progress
Click Save at any time to ensure all changes are recorded.
6. Preview the report (optional)
Click the eye icon in the top bar of the Individual Case page.
Select a template and click Preview.
Reports can be downloaded in .pdf or .odt format.
7. Finalize the case
Change the Case Status to Finalized.
Once finalized:
The case is locked from further edits.
To make changes, you must change the status back to a non-finalized state.
Warning: Finalizing prevents further edits to variant tags, interpretations, and outcomes. Only finalize once you are confident the case is complete.
8. Generate the final report
Click the printer icon in the top bar of the Individual Case page.
Choose Create New or select a previously generated report.
Select a template and click Generate.
All generated reports are stored with the case and can be downloaded in .pdf or .odt format.
Viewing finalized cases
For finalized cases, you can review the Case Result, Interpretation Notes, and Finalized Variants in the Finalize tab (right-hand panel).
You can also see finalized variants by selecting Finalized in the dropdown menu on the Candidates tab.
Tip: Use the tag counts in the dropdown to quickly identify how many variants are associated with each tag. This is especially useful for distinguishing between primary findings and secondary/incidental findings before signing off.
Warning: Multi-tag variants may appear in multiple filtered views — always double-check before finalizing to avoid accidental duplication or omission in reports.
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