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Print lab requisition forms (non-integrated) or set up in-house labs/diagnostics

Richard Abujasen
Updated

In OptiMantra, you can easily print out lab requisition forms to give patients or set-up your own in-house labs and diagnostics

 

 

 

This video below walks you through the process of setting up in-house labs, although it's the same process for any  labs or imaging centers not electronically connected to OptiMantra! Read below for step-by-step instructions

 



 


Set up the Lab or your In-house Diagnostic Center as a Contact

  • Navigate to Settings > Insurance > Contact List
  • Add New Contact (set Contact Type as Lab)
  • Ensure the lab is set up as an entity with accurate contact information

  • This will customize printer headers for the lab entity

     

Add a Template of your Tests(Set up lab templates and favorite test codes)

  • Navigate to Settings > Clinical Integrations > Lab and Diagnostic templates
  • Create a New Template and title it
    • for e.g., "In-House Testing Template" or "LabCorp Urine and Blood Testing"
  • Save the Template
  • You can then organize one or more groups of tests into your Template
    • Add the relevant tests to each group, e.g., COVID testing, RTPCR, instant test
    • Enter the test names and corresponding codes if available
      • If you're pulling from an existing lab company (like Labcorp, Quest, Access) - select it from the dropdown to search specific codes associated with their labs
  • *A template, group, and lab test must all be listed.

 

Create a Lab Requisition for a Patient

  • Choose a patient under Patients or by searching in the Search Patients bar (e.g., demo patient) 
  • Click on Actions > Lab/Diagnostics  

  • Select who the lab order is for and the type of lab > Create Lab Order 

You'll be prompted to select the Lab you want to pull from > Select Custom for In-House Labs 

 

  • This will pull up your lab order form where you can select the  

    • Lab from Contacts 

    • Payer 

    • Any courtesy copies you want to create 

    • Import relevant information from chart notes, if needed. 

    • Include a diagnosis code (use code "ODD 69" for unknown cases).  

View Lab Requisitions for a Patient

 

  •  At any point, you can see historical lab orders for a patient by clicking on the historical drop-down 
  •  From this screen, you can print labels, edit or pdf the requisition, or fax it to your contact 



Record the Results

 

  •  At any point, you can see historical lab orders for a patient by clicking on the historical drop-down: Actions > Historical Labs/Diagnostics
    • Locate the desired lab order(s) from the list 
       
  • For custom labs, you will find the option to update results > Update Results 

 

  • Choose the data the results were received and record the value of the payment and you can also flag it  
     

  • Save the recorded results 

     


 

Sample PDFs for requisitions and labels


 

Requisition(1)


 


 


 

Labels(2)


 


 


 


 


 

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