View Lab Orders
- Go to Home page and click on 'Labs' icon
- Select 'Lab Orders' section to view the lab orders.
Ordering labs during Consultation
During a Patient visit, to place a laboratory diagnostic test, follow the steps given below:
- Go to the Home page and click on the 'Patient' icon.
- Select the Patient to refer for a lab test.
- Click on the '+ Encounter' button. You can create anyone of the four types of Encounters viz., Quick, Brief, Comprehensive, and SOAP.
- Scroll down to select the 'LABS' tab in the Chart Notes. You can add labs from the 'Search & Add', 'Templates', 'Past Orders', or 'Add Lab' option.
- Choose the Lab Name and select the tests you need to order.
- You will be prompted to enter the AOE Details if added for the test and click on the 'Add' button.
- The added tests will get listed in the Chart note view.
- The selected tests can be mapped to one or more diagnoses by clicking the 'Map Dx' button. Once the codes get mapped, you can see the mapped codes against each test order.
- To transmit the Lab order electronically, click on the 'Transmit' option. This option is available only for the established Lab Interfaces.
- To print the Lab requisition copy, click on the 'Print' option.
- To fax the lab order, click on the 'Fax' option and enter the required details.
Add Lab Order without Consultation
- Go to the Home page and click on the 'Labs' icon.
- Select the 'Lab Orders' section.
- Click on the '+ Lab Order' button.
- Enter the Patient's name. You can add a new lab order from the 'Search & Add', 'Templates', 'Past Lab Orders', or 'Add Lab' option.
- The tests will get added to the lab order.
Selected tests can be mapped to Diagnosis by clicking 'Map Dx' button. When clicked, the tests can be mapped to one or more diagnosis. Diagnoses which are associated for the particular patient are listed to map with the test. Select one or more diagnosis and click 'Map Dx' button
Once the codes are mapped, you can see the mapped codes against each of the tests ordered.
Actions Performed in Lab Order
The following actions can be performed in the Lab order section, as shown in the screenshot below. Click on the 'More Options' (...) icon against the Lab Order to perform these actions.
Add Specimen Details
- Select the 'Specimen Details' option to add the Specimen details.
- Enter the Specimen collection date and add comments, if any. Click on the 'OK' button.
Print Specimen Label
- To print the Specimen Label, select the 'Print Specimen Label' option.
- A popup menu will appear to enter the number of labels to be printed.
- Enter the number of labels to be printed and click on the 'Print' button.
- The Specimen labels will get generated as shown below.
Key-In Test Results
- Go to Home page and click on the 'Labs' icon
- Click on 'Lab orders'
- Click on the 'More Options' (...) icon against the Lab order and select the 'Import Results' option.
- Key in the lab results against each test performed.
- Add comments if any and click on 'Save'
- The updated results will be shown with a green tick mark.
Mark Order as Completed
When the complete results are entered in a lab order, the status of the lab order is automatically changed to 'Completed'. When a part of the lab order results has not been entered, the corresponding lab orders will be in a 'Partial/Pending' state. These lab orders can be manually marked as 'Completed' if you do not expect part of the results to come in the future. Follow the below steps to mark the order as Completed.
- Go to the 'Labs > Lab Orders' section.
- Click on the 'More Options' (...) icon against the lab order and select the 'Mark as Completed' option.
- Click on the 'OK' button.
Mark Order as Expired
If the results of a particular lab order have not been received for a long time, those lab orders can be manually marked as 'Expired'. So that these lab orders will not get listed in the pending lab orders section. Follow the below steps to mark the order as Expired.
- Go to the 'Labs > Lab Orders' section.
- Click on the 'More Options' (...) icon against the lab order and select the 'Mark as Expired' option.
- The marked results will get listed under the 'Expired' filter view. If in need, you can make the results active or delete the entry with the options, as shown in the screenshot.
Transmitting Lab Orders
Print Lab Order
- Click on the 'Export as PDF' option under the 'More Options' (...) icon to print the lab order.
- You can also include the Insurance information while exporting. Select the Primary and Secondary Insurance and click on the 'Export' button.
Fax Lab order
To Fax the Lab Order, follow the steps given below.
- Select the 'Fax' option under the 'More Options' (...) icon against the Lab Order.
- Include the Insurance information, if needed. Enter the Recipient Name, Lab Name, Fax No, and Remarks and click on the 'Send' button to send the fax.
Share Lab Orders to Patient Portal
- Click on the 'Share to PHR' option under the 'More Options' (...) icon against the Lab Order. Click on the 'OK' on the confirmation message to share the Lab Order to the Patient Portal.
Note: This option will be available only when the Patient has a Patient Portal account.
Sending Electronic Lab Orders to Lab
This option is available only for the customers subscribed to the supported Lab Interfaces. To send the lab orders electronically to the lab, follow the steps given below.
- Select the 'Send Order Electronically' option under the 'More Options' (...) icon against the Lab Order.
- The Order Summary page will be displayed. This view shows the selected tests along with the AOE details provided during the Encounter. Click on the 'Next' button to navigate to the Billing details screen.
- Labs can be billed in three ways:
- Client Billing - In which the Practice gets billed for the service.
- Patient Billing - In which the Patient gets billed for the service.
- Third-Party Billing - In which the Insurance company gets billed for the service.
- All three billing types require guarantor details to be available. In addition to the guarantor details, 'Third-Party Billing' requires Insurance details.
- Click on the 'Send Order' button to send the orders electronically to the Lab.
Note: If the integrated lab has Patient Service Centers ( PSC ) or Lab Information Systems ( LIS ), Lab orders can be electronically sent to Patient Service Center ( PSC ) or directly to Lab Information System ( LIS ) based on your requirement.
PSC - If the Practice does not collect specimen, they can place the order to Patient Service Center( PSC ). In this case, the Patient will go to the PSC for specimen collection.
LIS - If the Practice has in-house lab collection, they can collect the specimen in-house and place the order directly to laboratory.
- Placed lab orders get queued in Charm EHR and electronically pushed to Labs every two minutes. Once the lab order gets pushed to the Lab, the status of the lab order changes to 'Order has been electronically sent'.