Versions Compared

Version Old Version 2 New Version 3
Changes made by

Heather Nguyen

Heather Nguyen

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Table of Contents
stylenone

Lab Panel

Creating a Lab Panel

  1. Navigate to the Left Panel → Master Data → Lab Services Panel

    image-20250203-175114.pngImage Added

  2. Click the image-20250203-175136.pngImage Added button and select your Lab that you’re configuring for (if there are multiple labs connected to the realm)

    image-20250203-175229.pngImage Added

  3. Give this panel a name (this name will be viewed by all users)

    image-20250203-175253.pngImage Added

  4. Select the codes that you’d want in this panel by typing the code, or description

    image-20250203-175410.pngImage Added

  5. Once the lab services are added, click “Save”

    image-20250203-175502.pngImage Added

Editing a Lab Panel

  1. Navigate to the Left Panel → Master Data → Lab Services Panel

    image-20250203-175114.pngImage Added

  2. Click the on the ID to edit the Lab Services Panel

    image-20250203-175703.pngImage Added

  3. Make your update in the panel, then click “Save”

    image-20250203-175502.pngImage Added

Ordering the Lab Panel

  1. In the patient chart, create your Bidirectional Lab Order form (form name may vary based on your changes)

    image-20241108-195302.pngImage Added

  2. Lab: Choose the lab you’re sending this requisition to (panels will depend on on which Lab is chosen)

    image-20250203-175935.pngImage Added

  3. Once the lab is chosen, you can select your panel in the Services table header

    image-20250203-180235.pngImage Added

  4. In the Services Panel pop-up, select the panel you’d like to order with the “+” icon

    image-20250203-180329.pngImage Added

Lab Requisitions

Send Lab Requisitions

  1. In the patient chart, create your Bidirectional Lab Order form (form name may vary based on your changes)

    image-20241108-195302.png

  2. Load your current medications with the “Load” button 

    image-20241108-195359.png

  3. Load your diagnoses with the “Copy from Header” link

    image-20241108-195522.png

  4. Complete the Point of Care section

...

  1. Complete the POC (optional)

    1. Use the radio button to select either yes or no if this applies to the client

      image-20241108-200748.png

  2. Have User and/or Patient sign form

    image-20241108-201318.png

  3. When you’re ready to send the requisition, scroll to the top of the page and click the “Send Requisition” button & confirm

    image-20241108-201010.pngimage-20241108-201129.png

  4. View history of reqs sent with the “View History” button

    image-20241108-201245.png

  5. If you need to print labels make sure you have set up the Dymo Label Printer setup prior to clicking on the “Print Label” button.

    1. DYMO Label Printers

View Lab Requisitions

Note

User needs “Lab Requisitions” permission in order to see this interface

  • Left Menu → Labs → Lab Requisitions

    image-20241108-201821.png

    • History of labs sent in a daily/weekly view

    • Report includes

      • Requisition Date

      • Requisition #

      • Patient Name

      • Requisition Status

...

Lab Results

Sign Lab Results

Note

User needs “Licensed to sign lab orders” permission in order to do this action

  • Left Menu → Labs → Pending Signatures

    image-20241108-201904.png

  • Choose the lab you’re wanting to see results for

  • This report will show you all unsigned labs in PDF/HL7 format

  • Report includes

    • Result #

    • Requisition #

    • Collected At

    • Reported At

    • Patient Name

    • Primary Counselor (assigned in the Patient’s chart)

  • To review the results, simply click the row of the pending lab result

    image-20241108-202212.png

  • Once the results are reviewed, the user will check the checkbox in the first column of the results table

    image-20241108-202420.png

  • The user will then click the “Sign Selected” button above the results preview box

    image-20241108-202448.png

Un-assign/Delete a Lab Result in the Patient Chart

Note

User needs “Allowed to Delete and Un-Assign Lab Results from patient chart” to do this action

  1. In the patient chart, locate your Lab Results form (form name may vary based on your changes)

    image-20241108-204815.pngImage Added

  2. Select the result you want to delete/unassign from patient

    1. Click the Unlink icon to unassign the results from the patient chart

      image-20241108-204950.pngImage Added

    2. Confirm

      image-20241108-210241.pngImage Added

      1. When you unassign a result from the patient chart, the result will reside in Orphan Labs

    3. Click the Trash icon to delete the results from the patient chart

      image-20241108-205039.pngImage Added

Orphan Labs

View Orphan Labs 

Note

User needs “Manage Orphan Labs” to see this interface

...

  1. Left Menu → Labs → Orphan Labs

    image-20241108-203405.png

  2. Click on the checkbox to see the lab results

    image-20241108-203609.png

Assign Orphan Lab Results

  1. To assign the orphan lab result, click the “Assign” button at the top of the lab result preview box

    image-20241108-204036.png

  2. Complete the header information for date duration, then click “Search”

  3. Click on the row of the patient you’re assigning the result to and click the “Assign” button

    image-20241108-204052.png

Delete an Orphan Lab Result

Note

User needs “Allowed to Delete Orphan Labs” to do this action

  1. To delete the orphan lab result, click the “Delete” button at the top of the lab result preview box

    image-20241108-204525.png

  2. Confirm

    image-20241108-204400.png

Unassign/Delete a Lab Result in the Patient Chart

Note

User needs “Allowed to Delete and Un-Assign Lab Results from patient chart” to do this action

  1. In the patient chart, locate your Lab Results form (form name may vary based on your changes)

    image-20241108-204815.pngImage Removed

  2. Select the result you want to delete/unassign from patient

  3. Click the Unlink icon to unassign the results from the patient chart

    image-20241108-204950.pngImage Removed

  4. Confirm

    image-20241108-210241.pngImage Removed

    1. When you unassign a result from the patient chart, the result will reside in Orphan Labs

    5. Click the Trash icon to delete the results from the patient chart

    image-20241108-205039.pngImage Removed