Skip to main content

Direct Lab Connection Requisitions and Results

Richard Abujasen
Updated

TABLE OF CONTENTS

 

When you have a direct connection established with select lab providers and OptiMantra, you can send electronic requisitions and receive results directly within the platform.   

 

Create a Lab Requisition for a Patient

  • In a patient's action menu, () click on Actions > Lab/Diagnostics
    or
    More Commands > Lab Orders & Results in a chart
    or
    the Create New Order button in the Lab Order History
  • Select the practitioner who the lab order is for and push Create Lab Order button
  • You'll be prompted to select the Lab you want to pull from > Select the lab you are directly connected
    • This will pull up your lab order form where you can select the 
      • Payer
      • Any courtesy copies you want to create
        • A courtesy copy is used to send or fax an additional copy of the requisition to a third party. 
      • Diagnosis codes (can be imported from charts or diagnoses on the patient's record) and orders (see template feature below for saving time for common tests you order)
      • Add relevant order details such as fasting, specimen source, race, etc. 
      • Checkboxes to easily sign, print, email (automatic), and share the requisition on the portal
        • Note that the patient is notified via email when the requisition is shared.
    • When completed, click the Save & Send Order button to send it to your integrated lab.

NOTE:  If you are choosing Insurance for the lab to bill (as opposed to Practice (Client), which is you, or the Patient (Out of Pocket)), you must insert the patient's insurance information in their Patient profile > Insurance tab and you also have to bring the patient address forward into the tab using the little box labeled to do that and you must have the insurance claims address listed in the patient profile too to give it to the lab, otherwise the order will be rejected.  You can Google the claims address and add it to your Contact list under the Insurance (Payer) category and all will populate into the patient chart if you type the first few letters of the insurance name in the Insurance box in the patient chart and then choose the one from the Contact list.

 

View Lab Requisitions/Results for a Patient

  • At any point, you can see historical lab orders for a patient by clicking on theLab Orders historical button on the right of the Labs/Diagnostics button) in the Actions menu.  You can also see all clinical labs for all patients by clicking on the Shortcuts menu on the top > Clinical > Lab Orders.  Here you can filter the list by date ranges and practitioners.
  1. You can filter the labs for specific text in the columns
  2. Quickly share the results on the patient's portal documents.  Click again to unshare. This does send an e-mail notification to the patient.
  3. Clinical notes in the lab results may show up here in this gray box if provided from the lab
  4. You can add internal notes regarding this lab as well as notes for the patient.  The Save Notes And Add Task button will incorporate your Internal Note and automatically add a Lab Order Followup Task
  5. You can view and see a pdf of the requisition
  6. Click this button to see the PDF of the results provided from the lab and sign off on the results
  7. Clicking on this actions menu brings up the ability to:
    • Print specimen labels
    • Fax the requisition to a contact (requires integrated fax with OptiMantra)
    • View the HTML results where you can flag tests on the patient's dashboard (Add to Dashboard)
    • Fax the results to a contact (requires integrated fax with OptiMantra)
    • Archive this test and result

 

Add a Template of your Tests

  • Navigate to Settings > Clinical Integrations > Labs & Diagnostics templates
  • Click on the Create Lab Diagnostic Template button and name your template (for example, "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

NOTE:  If you need to create custom test codes or panels to send to your directly connected labs, you can specify that code and name and click the Add Custom Test button

*Note: A common mistake here is not adding both a Group Name and the individual tests. The "Add Custom Test" button must be clicked to actually add the test to the test list.

For a full overview on setting up most frequently used lab codes and panels, review our knowledge base article here.

*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.

 


Related articles