Lab Panel

Requires “Admin Billing” permission in User Profile to access Master Data

Open

Creating a Lab Panel

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

   Open

   

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

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

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

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

Editing a Lab Panel

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

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

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

Ordering the Lab Panel

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

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

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

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

Lab Requisitions

Send Lab Requisitions

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

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

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

4. Complete the Point of Care section

• Requisition Id: A requisition number will be automatically generated

• Lab: Choose the lab you’re sending this requisition to

• Date Collected: Enter the date & time specimen was collected

• Who to Bill: Insurance/Client/Patient Billable?

• Ordered By & Ordered Via: Select the Provider that ordered the lab requisition and how it was ordered

• Temperature: Input the patient’s temperature

• Services: manually type in the service code/description

  • Click the “+” icon to add more services to the requisition

5. Complete the POC (optional)

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

6. Have User and/or Patient sign form

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

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

Print Labels with Dymo

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.

DYMO Label Printers

View Lab Requisitions

• Left Menu → Labs → Lab Requisitions

  • History of labs sent in a daily/weekly view

  • Report includes

    • Requisition Date

    • Requisition #

    • Patient Name

    • Requisition Status

Error Message for Missing Insurance Information Pop-Up

Did you get this error message when trying to send a requisition?

1. To transmit the insurance information from the Face Sheet, go to the Menu button in the patient chart an click "Primary Insurance"

2. Then, click the "+" icon above the Insurance table in the pop-up and enter the insurance information and start- and end-dates. Click "Send": 

3. Copy the Face Sheet Insurance Information over into this pop-up with the two-paper icon: 

4. Confirm the pop-up, then click "OK" to close out of the Insurance pop-up: 

5. You should now be able to send your requisition!

Lab Results

Sign Lab Results

• Left Menu → Labs → Pending Signatures

• 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

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

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

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

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

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

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

   2. Confirm

      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

Orphan Labs

View Orphan Labs 

Orphan labs occur when the Lab Interface cannot assign the lab results to a specific patient (ex. typos in patient name)

1. Left Menu → Labs → Orphan Labs

2. Click on the checkbox to see the lab results

Assign Orphan Lab Results

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

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

Delete an Orphan Lab Result

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

2. Confirm