Lab/Images

Lab Orders

• View Lab Orders
• Ordering labs during Consultation
• Add Lab Order without Consultation
• Map Diagnoses
• Actions Performed in Lab Order
  1. Add Specimen Details
  2. Print Specimen Label
  3. Key-In Test Results
  4. Mark Order as Completed
  5. Mark Order as Expired
  6. Transmitting Lab Orders
     1. Print Lab Order
     2. Fax Lab Order
     3. Share Lab Orders to Patient Portal
     4. Sending Electronic Lab Orders to Lab

View Lab Orders

1. Go to Home page and click on 'Labs' icon
2. 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:

1. Go to the Home page and click on the 'Patient' icon.
2. Select the Patient to refer for a lab test.
3. Click on the '+ Encounter' button. You can create anyone of the four types of Encounters viz., Quick, Brief, Comprehensive, and SOAP.
   
4. 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.
   
5. Choose the Lab Name and select the tests you need to order.
6. You will be prompted to enter the AOE Details if added for the test and click on the 'Add' button.
   
7. The added tests will get listed in the Chart note view.
   
8. 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.
   
   
9. To transmit the Lab order electronically, click on the 'Transmit' option. This option is available only for the established Lab Interfaces.
10. To print the Lab requisition copy, click on the 'Print' option.
11. To fax the lab order, click on the 'Fax' option and enter the required details.

Add Lab Order without Consultation

1. Go to the Home page and click on the 'Labs' icon.
2. Select the 'Lab Orders' section.
3. Click on the '+ Lab Order' button.
   
4. Enter the Patient's name. You can add a new lab order from the 'Search & Add', 'Templates', 'Past Lab Orders', or 'Add Lab' option.
   
5. The tests will get added to the lab order.

Map Diagnoses

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

1. Select the 'Specimen Details' option to add the Specimen details.
2. Enter the Specimen collection date and add comments, if any. Click on the 'OK' button.
   

Print Specimen Label

1. To print the Specimen Label, select the 'Print Specimen Label' option.
2. A popup menu will appear to enter the number of labels to be printed.
   
3. Enter the number of labels to be printed and click on the 'Print' button.
4. The Specimen labels will get generated as shown below.
   

Key-In Test Results

1. Go to Home page and click on the 'Labs' icon
2. Click on 'Lab orders'
3. Click on the 'More Options' (...) icon against the Lab order and select the 'Import Results' option.
   
4. Key in the lab results against each test performed.
   
5. Add comments if any and click on 'Save'
6. 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.

1. Go to the 'Labs > Lab Orders' section.
2. Click on the 'More Options' (...) icon against the lab order and select the 'Mark as Completed' option.
   
3. 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.

1. Go to the 'Labs > Lab Orders' section.
2. Click on the 'More Options' (...) icon against the lab order and select the 'Mark as Expired' option.
3. 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

1. Click on the 'Export as PDF' option under the 'More Options' (...) icon to print the lab order.
2. 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.

1. Select the 'Fax' option under the 'More Options' (...) icon against the Lab Order.
2. 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

1. 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.

1. Go to the 'Lab Orders' tab in the Labs section or Patient Dashboard.
2. Select the 'Send Order Electronically' option under the 'More Options' (...) icon against the Lab Order.
   
   Note: You can also send Electronic Lab Orders from an encounter.
3. You can view the Order Summary page next. This view shows the Patient, Guarantor, and Provider details. You can 'Edit' the guarantor details if needed.
   
4. Choose the Lab Account Number and Specimen Collection Date to generate an order summary.
5. Choose one of the three billing methods in the 'Bill To' field.
   • 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.
6. Insurance details are mandatory when opting for 'Third-Party Billing'. CharmHealth EHR auto-fills insurance information from existing patient records.

Note: If it's unavailable, you can add the details in the Patient Demographics section to proceed. Once added, click on the 'Refresh' icon next to the insurance drop-down list to load the updated insurance details.

7. Review the order summary and click on the 'Send Order', 'Place Order to LIS', or 'Place Order to PSC' button to send electronic orders to your Lab based on your Practice requirement.

   Note: If the integrated lab has Patient Service Centers ( PSC ) or Lab Information Systems ( LIS ), Lab orders can be electronically sent to the Patient Service Center ( PSC ) or directly to the Lab Information System ( LIS ) based on your requirement.

   PSC - If the Practice does not collect specimens, they can place the order to the 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 the laboratory.

8. Placed lab orders get queued in CharmHealth EHR and electronically pushed to the respective Labs every two minutes. Once the lab order gets pushed to the Lab, the lab order status changes to 'Order has been electronically sent'.