Document Diagnostic Tests - No Order

Version 14.8


In this section, you will view the steps needed to document screening tests or labs without a standing order.

  • Diagnostic Test Requisitions can be created, printed and managed from the Diag Tests tab in the note or from the patient's chart.
  • In-House requisition: any lab work and screenings done completely in the office
  • Send-Out requisition: any labs/screening tests that are partially or completely processed in another facility.

Diagnostic tests ordered and recorded from the Diag Tests tab and NOT from the Assess/Plan tab of the note will NOT appear as orders in the summary of the note.

Steps to Order Labs Done at Your Pediatric Practice

  1. Click on the Diag Tests tab.
  2. Click on the In-House button for screening tests completely done in your facility.

Encounter Note Editor: Diag Tests Tab 

Diagnostic Test Requisition Form

  1. Check the box to order the diagnostic test in the Task column - this will automatically check the box in the $ Billing column.
  • Make sure the box under the $ column is marked off to make sure that this test will be put on the Superbill.
  1. Confirm and/or enter information into the left panel.
  2. Confirm the Test being performed.
  3. Click Save to be brought to the window to record your results.
  • Note: Requisition Status is Pending.

Diagnostic Tests tab: Requisition window

  1. Use drop down to record your results.

Diagnostic Tests tab: Recording results

  • In this example the result was out of desired range which flags the result to be Abnormal (Flags are set up by practice during customization).
  1. Click the Green Check button   to save your recording and this will mark the Requisition as Received.

Steps to Order Labs that You Will be Sending Out to Another Facility

In step 2 above  Click on the Send-Out button instead of In-House see screenshot at the top of the page.

Diagnostic Test Requisition Form

  1. Select the Provider from the drop-down to complete the Ordered by: field.
  2. Select the Facility from the drop-down to complete the Facility field (Choose the facility to which you will be sending this requisition).
  3. Confirm or Search for desired Diagnosis.
  4. Search for test by test name in the search field.
  5. Check the box to select this test.
  6. Click the radio button for in house Specimen collection - if you are charging for specimen collection or specimen handling.
  • Select type of Blood draw if applicable.
  • Check the box to Include charge on superbill for Specimen handling.
  1. Check the box to Print if you would like to print the requisition to send with the parent/patient.
  2. Click the Save button.