Creating a Draft Lab Order

Creating a draft lab order allows you to prepare and review lab requests before finalizing them. Follow these steps to ensure all necessary details are included.

Step 1: Accessing the Patient Chart

Navigate to the patient chart and click the Order Labs button. Lab ordering is enabled when:

• A diagnostic provider is configured for the practice.
• At least one ordering clinician is registered.
• The patient has a registered address.
• If the patient is a care recipient, they must have a guarantor.

Step 2: Configuring the Lab Order

A new screen will appear where you can configure the lab order:

• Diagnostic Provider: Select from available laboratories.
• Ordering Provider: The provider ordering the tests (auto-filled if logged in as an ordering clinician).
• Billing Type: Choose the payment method.

Step 3: Creating the Draft Order

Once all fields are filled, click Next. The Draft Order screen will appear, and all changes are saved automatically.

Step 4: Finding and Managing Draft Orders

Draft orders can be accessed from the Draft Lab Orders section in the patient chart’s Overview tab or the Labs tab.

Creating a draft lab order helps ensure accurate and complete lab requests. If you need further assistance, please contact our support team.