arrow-left

All pages
gitbookPowered by GitBook
1 of 1

Loading...

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.

hashtag
How to finalize a case

  1. Open the Case Interpretation widget

    • On the Individual Case page, click on the Case Interpretation button in the top bar.

  2. Indicate the case result

    In the Case Interpretation widget, select the final result of the analysis:

    • Confidently Solved (Positive)

    • Likely Solved (Positive)

Confidently Solved, Likely Solved, and Further Investigation end-result categories correspond to the Resolved case status supercategory.

Unsolved falls into the Not resolved status supercategory together with all the non-finalized cases.

  1. 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.

circle-check

Tip: This makes it easier to manage multi-user and multi-tag workflows while ensuring no variant is missed when preparing the report.

circle-info

Note: each variant in the Case interpretation widget is denoted at the coding DNA and protein level where applicable, otherwise, it's described at the genomic DNA level.

hashtag
Changes from v38.0+:

hashtag
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.

hashtag
5. Save your progress

Click Save at any time to ensure all changes are recorded.

hashtag
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.

hashtag
7. Finalize the case

  • Change the Case Status to Finalized.

  • Once finalized:

    • The case is locked from further edits.

circle-info

Note: Finalizing a case will prevent users from making further changes to the case. To change information within the case (including and , Interpretation notes, Gene interpretation, and Recommendations, finalized variants, case analysis outcome, and , the case status must be changed from Finalized to another status.

triangle-exclamation

Warning: Finalizing prevents further edits to variant tags, interpretations, and outcomes. Only finalize once you are confident the case is complete.

hashtag
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.

hashtag
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.

circle-check

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.

triangle-exclamation

Warning: Multi-tag variants may appear in multiple filtered views — always double-check before finalizing to avoid accidental duplication or omission in reports.

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.

    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)).

    To make changes, you must change the status back to a non-finalized state.
    All generated reports are stored with the case and can be downloaded in .pdf or .odt format.
    variant tags
    Variant Interpretation
    notes
    Case Info
    view from 38.0+