Initiate a Lab Order

The Lab Orders Tab > Order Entry > Placing an Order via Provider Orders > Initiate a Lab Order

Initiate a Lab Order

1 Access a patient chart (as described in Accessing a Patient Summary) and do one of the following on the patient’s summary page:

• Click Lab Tests > Place Order.

• In the Recent Requisitions section, click Write a Lab Order.

• In the Notes in Progress section, click Start New Note, and then click Lab Order.

Note: The Notes in Progress section appears only if your organization is using Care360 EHR.

2 If the Lab Recommendations panel appears, click it to view information about the tests that are recommended based on that patient’s age, previous test results, or other relevant information.

Notes:

• The Lab Recommendations panel can appear only if your organization has CDS Lab Alerts.

• The number of recommendations for the patient appears on the Lab Recommendations button.

3 If the displayed lab and client are not appropriate, in the Ordering Lab list, click the lab that you want to work with, and then click the appropriate client in the Client list.

These lists appear only if your organization is associated with more than one lab or client. If you can access more than one lab, you can change the lab only before you specify a diagnosis or test.

4 In the Diagnoses area, do one or more of the following to specify up to ten diagnoses:

• Select one or more favorite diagnoses. Click the appropriate group of favorites in the select from list and then click the relevant diagnoses, or click Select All to add all of the displayed diagnoses to the order.

Notes:

• For information about managing your favorite diagnoses, see Managing Favorites.

• The Patient Problems group appears only if problems exist in the patient’s chart, and if the problem has an associated ICD code.

• The Encounter Diagnoses group appears only if you initiated or accessed the order from an encounter note that already contains diagnoses and has an associated ICD code.

• Specify one or more diagnoses. Type the first few characters of the diagnosis code or description in the Diagnoses box.

A list of the first 20 matching diagnoses appears. As you continue typing, this list displays more similar matches. When you see the appropriate diagnosis in the list, click that item to add it to the order.

Alternatively, if more than 20 matches are found, click View more results at the bottom of the list to see all matching diagnoses, and then click the appropriate one in the list.

5 In the Tests area, do one or more of the following to specify up to 15 tests:

• Select one or more favorite tests. Click the appropriate group of favorites in the select from list and then click the relevant tests, or click Select All to add all of the displayed tests to the order.

Note: For information about managing your favorite tests, see Managing Favorites.

• Specify one or more tests. Type the first few characters of the order code or test name in the Tests box.

A list of the 20 matching tests appears. As you continue typing, this list displays more similar matches. When you see the appropriate test in the list, click that item to add it to the order.

Note: The first item in the list is the text that you typed. You can click that item and create an order task, but whoever completes the task must specify a valid order code before the order can be filed.

Alternatively, if more than 20 matches are found, click View more results at the bottom of the list to see all matching tests, and then click the appropriate one in the list.

Notes:

• To view the orderable components of a listed panel, in the Tests list, position the pointer over .

• To view details about a listed test, panel, or custom profile, click . You can also click the Collection Tubes and Proper Order of Draw links at the bottom of the Directory of Service Information dialog box to view information about drawing and handling specimens.

You can also click Add to add the test, panel, or custom profile to the order.

6 In the Draw On Date box, type the date when the specimen should be collected, or click and then click the appropriate date on the calendar.

7 If the patient fasted prior to the specimen being collected, select the Fasting check box.

Otherwise, leave that check box cleared.

8 Click the name of the provider who is ordering the test(s) in the Ordering Provider list.

9 Do one or more of the following:

• Add an order to the queue. Click Save to Orders to add the order to the Orders queue. You can add additional orders to the queue by repeating the previous steps.

• Save an order and go directly to review page. If available, click Save and Review to go directly to the review page and place the lab order.

• Update an order in the queue. In the Orders queue, click the Edit link next to the order that you want to update. Make any necessary changes, and then click Update to save your changes and return the order to the queue.

• Remove an item from the queue. Click next to the item that you want to remove from the queue.

• Assign an order task. Click Review and go to Assign Lab Order Tasks.

• Complete the order yourself at this time. Click Create Full Lab Order and provide all of the required information. For more information, see Placing an Order via Streamlined Order Entry. (If you decide not to complete the order at this time, click Complete Lab Orders Later.)

• Close the dialog box. Click in the upper-right corner to return to the patient’s summary page.