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Document Send Out Diagnostic Tests

Version 14.19

Overview

In this section, you will learn the how to document and send out diagnostic test results for a patient.

Document Send Out Diagnostic Tests

  1. To open the Schedule and Practice Workflow window, in the Smart Toolbar, click the Sched button 
  2. Click the Tracking tab
  3. Locate the Patient whose diagnostic test task must be completed
  4. In the Tasks column for the patient, click the Checklist icon 
  5. Double-click on the Lab Facility Name.

The Diagnostic Test Requisition Form is displayed.

  1. Confirm and/or enter the following information into the left panel:
  • Flag date
  • Service
  • Fasting
  • Specimen collection: if collection was done in-house, you will have to option of selecting a blood draw and specimen handling CPT codes.
  1. Confirm the Diagnosis associated with the Test
  2. Confirm that you are performing all of the Tests that are displayed with checkmark in the checklist column. If multiple items are selected, but you are not completing all of them, deselect the Test(s) you are not completing.
  3. Click the Save button to save your Lab Requisition

The Requisition is now Pending.

Note: To save the requisition to the patient portal, or to print the requisition, check the applicable box at the bottom of the Diagnostic Test Requisition Form prior to clicking the Save button.

Link Send Out Diagnostic Results to Orders

Results for Send Out Lab Requisitions can be linked to orders by scanning in the lab report or by utilizing the Diagnostic Test Importer (DTI).

Click here to watch a video on how to attach a document to a diagnostic test.

Click here to watch a video on the use of the Diagnostic Test Importer (DTI).
Version 14.10

Overview

In this section, you will learn the how to document send out diagnostic test results for a patient.

Document Send Out Diagnostic Tests

  1. To open the Schedule and Practice Workflow window, in the Smart Toolbar, click the Sched button 
  2. Click the Tracking tab
  3. Locate the Patient whose diagnostic test task must be completed
  4. In the Tasks column for the patient, click the Checklist icon 
  5. Double-click the Lab Facility Name

The Diagnostic Test Requisition Form is displayed.

  1. Confirm and/or enter the following information into the left panel:
  • Flag date
  • Service
  • Fasting
  • Specimen collection: if collection was done in-house, you will have to option of selecting a blood draw and specimen handling CPT codes.
  1. Confirm the Diagnosis associated with the Test.
  2. Confirm that you are performing all of the Tests that are displayed with a checkmark in the Checklist column. If multiple items are selected, but you are not completing all of them, deselect the Test(s) you are not completing.
  3. Click the Save button to save your Lab Requisition

The Requisition is now Pending.

Note: To save the requisition to the patient portal, or to print the requisition, check the applicable box at the bottom of the Diagnostic Test Requisition Form prior to clicking Save.

Link Send Out Diagnostic Results to Orders

Results for Send Out Lab Requisitions may be linked to orders by scanning in the lab report or by utilizing the Diagnostic Test Importer (DTI).

Click here to watch a video on how to attach a document to a diagnostic test.

Click here to watch a video on the use of the Diagnostic Test Importer (DTI).