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.

Step 1: Open Lab Panels Settings

Go to the Diagnostic Providers section in Practice Settings and select the Lab Panels tab.

Click the "+ Panel" button to create a new panel.

Step 2: Select Provider and Name the Panel

In the "Add Panel" modal:

• Select a provider from your connected diagnostic providers.
• Name your panel clearly to indicate its purpose.

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

Step 3: Add Tests to the Panel

After Step 2, your panel is created, and you'll see:

• Total number of tests in the panel.
• Combined base price of all tests.
• Total retail price (base prices + markups + taxes).

Note: Prices apply to cash pay orders only. Manage lab test prices in your practice's Charge Items screen.

To add tests:

1. Click "+ Test" to open the test selection modal.
2. Search for and add lab tests as you would for a patient order.
3. Add diagnoses to tests within the panel.
4. Click "Add tests" to save your selections—your panel is ready!

Step 4: Modify the Panel

You can modify your panel during ordering:

• Use the buttons on the right side of the tests table to add new tests and diagnoses.
• Hover over a test name to remove or edit associated diagnoses.
• The "Last edited on" timestamp logs modifications, showing who made the change and when.