Creating Lab Test Panels

Lab test panels simplify ordering and managing frequently grouped lab tests and diagnoses.

Create panels to bundle tests for quick selection instead of adding them individually.

Open Lab Panels Settings

1. Go to the Diagnostic Providers section in Practice Settings.
2. Select the Lab Panels tab.
3. Click the Add Panel button to create a new panel.

In the Add Panel modal:

• Select a provider from active diagnostic providers.
• Name your panel clearly to indicate the tests it contains or its purpose.

Note: Panels can only contain tests from one diagnostic provider, and names must be unique per provider.

Add Tests to the Panel

To add tests:

1. Click Add Test to open the test selection modal.
2. Search for and add lab tests as you would for a patient lab order.
3. Add diagnoses to tests within the panel. This is particularly important for insurance orders.
4. Confirm and save the panel.

Once the panel is created, you’ll see:

• Total number of tests in the panel
• Total base price of all tests
• Total retail price of all tests inclusive of markups and taxes (if applicable)

Note: Prices apply to Pay in Clinic orders only.

Managing the Panel

From the Lab Panels tab:

• Hover over the panel name and click:
  • Delete panel to delete the panel
  • Edit panel to change the panel name
  • Open panel to add or remove tests, or to update the diagnosis codes associated with the tests

If you have any questions or need assistance, please contact our support team.