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How to Order a Lab

Optionally, lab orders can be completed through the Orders page. If you choose to order labs this way, reference the other order types for general guidelines.

More often, lab orders are completed through Quick Orders. Directions for completing labs through Quick Orders follow.

  1. With an active client selected, click the Search icon.
  2. Type “Quick” into the search bar.
  3. Click to select Quick Orders (Client). The Quick Orders page will open.
    1. Additionally, you can enter the name of the order itself. It will open the Quick Order and populate the order name.
      • Quick Orders will display with an ‘O’ preceding the order name. 
  1. Type the name of the test you wish to order in the Search field and select it from the dropdown.
  1. Complete the specifics of the lab order.
    1. Select a Clinic/Location from the dropdown.
    2. Select one or more diagnoses from the Diagnosis dropdown. If the intended diagnosis is not found, click the Add Diagnosis button to open a diagnosis search.
    3. Select a Frequency.
    4. Select the Lab you wish to send the order to.
    5. Select a start time and date, and if necessary, an end time and date.
      • If the Service Note for this client already exists, you can send the order immediately to the lab using the Send to Lab button. Otherwise, move on to the next step.
  2. Click Add Order to add the order to the Order List. Optionally, search for another order and repeat these steps to add multiple orders.
  1. Click Save.
  2. Click Sign and complete signature of the document.
  3. When documenting an order on behalf of a Prescriber, the Prescriber must be added as a co-signer and must complete their co-signature.