New test order

This section describes how to generate a new laboratory test order.

Note: You can generate a laboratory test from (1) the orders list page (which is the one explaining in this section), (2) the patient record or (3) from the quick access page.

1- In the practice orders list page click on the button.

2- The 'Patient Search' page appears.

Search the patient

3- Enter the patient's EHR record number to search for the patient or click on the 'Advanced search' to add additional filters for the search.

4- Click the 'Search' button to find the patient.

5- If the patient or patients were found based on the search filters, they will shown on screen.

6- If the patient is on the list click the button to select the patient.

7- If you DON'T FOUND the patient, click on the to add the patient. For more information on how to add a new patient go to Add new patient section.

Fill the order information

8- When you select the patient, the page to fill the order information appears.

Manage the patient's EHR record number

9- If you want to add the patient's EHR record number to the order, enter the number on the 'EHR Record #' field and click the 'Save' button.

Enter the test order diagnosis (dx)

10- In order to add the dx to the test order localized the Diagnosis section on the order.

11- You can add the diagnosis by searching the diagnosis or selecting the diagnosis from previous patient's orders.

12- To add by selecting the previous diagnosis localized the 'Previous diagnosis' section.

13- Click on the diagnosis code for the diagnosis to be added.

14- To add the diagnosis by searching it, localized the search field and enter the name or the code of the diagnosis.

15- If found, select the item to add the diagnosis.

16- To delete a selected diagnosis, click on the button on the selected diagnosis list.

Enter the tests

17- To enter the order tests localized the Lab Tests section. You can add the tests by searching the tests or from the Customized Testing Panels.

18- To add the tests from Customized Testing Panels, localized the customized testing panel section and click on the panel.

Note: For more information on how the create the custom testing panels go to Custom Testing Panels.

19- To search and select the test, go to search section.

Most Used - Most used test on Puerto Rico.
My Test List - Most used test on the practice.
Departments - Filters the tests by department.
Search - Enter the test CPT code or description.

20- If tests where found they will appear on the list.

21- To select the test click on the test description.

22- Then click on the to add the selected tests.

Note: After selecting the test, the application automatically detects if there's a medical necessity for that test.

Manages the medical necessity

23- When adding or editing a selected test the application detects if that test has restriction by diagnosis. If it has and there is not a selected diagnosis on the order that justify the procedure then a window to select a valid diagnosis appears.