Meeting Test Requirements in a Draft Lab Order

Before a draft lab order can be sent, all included tests must meet specific requirements based on the selected payment method. Follow these steps to ensure compliance.

Step 1: Verify Test Requirements

• Cash Pay Orders: Each test must have a price.

• Insurance Orders: Each test must have a diagnosis.

Step 2: Adding a Price to a Test

• Click Edit Test next to the test.

• A new screen will appear where you can enter the Base Price.

• The Retail Price will be automatically calculated, factoring in markups and taxes based on your practice settings. Once satisfied, click Save.

Step 3: Adding a Diagnosis to a Test

There are two ways to add a diagnosis:

Editing a Test Directly:

• Open the test and locate the Diagnosis field.

• Use the search field to find a diagnosis. The best way to search is by diagnosis code.

• Toggle Patient Diagnosis Only to limit results to diagnoses already assigned to the patient. If disabled, the system will display all available diagnoses.

• The selected diagnosis will appear as a badge below the search field. Click Save to confirm.

• Each selected diagnosis will appear as a badge below the test in the lab order.

Adding a Diagnosis to Multiple Tests:

• Click the Add Diagnosis button on the Draft Order screen.

• Search and select applicable diagnoses, and they will be added to all tests in the order.

Step 4: Adding Notes to the Lab Order

• If needed, a written note can be included for the lab.
• The note will be attached to the lab order when created.

Ensuring all test requirements are met allows for seamless processing of lab orders. If you have any questions or need assistance, contact our support team.