To setup most frequently used lab codes and panels, we recommend setting up a Lab Tests Templates
Configuring Templates
Please go to Settings > Clinical Integrations > Labs & Diagnostics Templates
Select create Lab Diagnostic template
Enter the Template Name and hit Save first. Many clinics will put the lab name as the template name, this is a general title.
Then hit the "Add Group" button. Your groups are your individual panels.
You can add one or more such groups
When you are adding your groups you will give it a title. Ex. Wellness Panel, then choose the lab, and search from the lab tests compendium to add the tests.
If the lab test you are looking for is not available in the search tests drop down you can also add the test code and Test name individually as a custom test.
Please ensure you enter the Test Code and Test Name and then click "Add Custom Test"; this adds the test to the Group.
Additionally, the custom test feature allows you to send your specific panel codes through the integration.*
If you have customer pricing with a Lab, we strongly recommend you order the labs directly in the Lab Portal for that vendor.
If you are using Access Labs please review this video for setup instructions for you custom lab panels. (not recommended)
*Please note: Lab pricing is determined through agreements between the clinic and the laboratory. OptiMantra’s role is limited to providing access to lab ordering within the platform and does not include managing or verifying lab pricing. Clinics are responsible for contacting their laboratory provider directly regarding any pricing questions, discrepancies, or billing concerns. You are liable for any discrepancies with that lab.
Utilizing Templates
When you are creating a lab order, you can click on the Import From Templates section
- It will give you the list of your templates, you can add either a single test by clicking on that tests name or you can click on "Urine Tests" and it will add all 4 of the tests underneath that group
A full overview of how to create lab requisitions and view lab results with directly integrated labs can be viewed here.