All lab orders submitted through our partner LabSoft use the LabSoft interface within Remedly.
You can customize the LabSoft interface to make your lab ordering more efficient by refining your configurations.
In this article you'll learn about:
- how to place a lab order using the LabSoft interface
- how to view patient information
- how to filter by reference lab
- how to access configurations
- how to configure your Preferred Settings for multiple default options
- how to configure your Preferred Test List for selecting from a favorite lab orders list
- how to configure your Orders of Convenience for submitting batch lab orders
- how to cc another provider on lab result
- how to configure standing orders
Placing a Lab Order Workflow in LabSoft Interface
To create an order, start the process flow from left to right. Select the test by searching using the name of the test or place a check in the “Search by order codes” and enter the test code of the reference laboratory.
You can search by name of desired test:
Or search by reference laboratory order code.
Select the diagnosis code from the drop down selector. The diagnosis can be selected by searching for the ICD9 code or by the diagnosis description.
Select the patient draw date and time. If the patient is going to be drawn at the reference lab service center, put a check in the “Draw at Service Center” check box.
Select the Ordering Physician and Location (if necessary).
If the selected test(s) have Answer at Order Entry (AOE) questions, enter the appropriate information.
If an order level comment is required, press the Comment button and add the comment.
If the billing needs to be changed, press the BillTo button and select the appropriate billing type.
Once all the tests have been ordered and the required information entered, press the Place Order button.
How to View Patient Information
The patient information can be displayed by pressing the Patient Info button.
How to Filter by Reference Lab
The test list can be filtered by Reference Lab by selecting the desired Reference Lab from the Lab Filter drop-down.
How to Access Configurations
The configuration pop-up box is activated when pressing the Configure button.
How to Configure Your Preferred Settings
There are multiple Preferred Settings options:
- Test Lists Font Size: the text size in the Preferred Test List and the main ordering screen can be changed. If the size is changed, it can be previewed by pressing the “Preview” button. Changes are not saved until the “Save Changes” button is selected.
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Alert when Draw Date not entered: a pop-up alert appears if the Draw Date is not entered.
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Confirm when deleting a test: a pop-up appears during the deletion of a test to confirm the deletion.
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Confirm when clearing and order: a pop-up appears during the clearing of an order to confirm that the order is to be cleared.
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Confirm Order Placement: a pop-up appears to confirm order placement.
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Confirm Order Cancel: a pop-up appears to confirm the order cancellation.
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Always show order details: displays the details of the order such as draw requirements, transport method, and container type.
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Enable printing by default: enables printing so that the print checkmark is selected by default.
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Set Diag search default to Code: a default diagnosis code(s) can be set. The selected diagnosis code(s) will be entered upon each order. Additional codes can still be entered in the order and the default diagnosis code(s) can be removed from the order.
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Select "Draw at Service Center" by default: sets the check for the Draw at Service Center as the default setting. The order will be 'flagged' indicating to the laboratory that the patient will go to the laboratory Patient Service Center for sample acquisition. The check can be deselected if the sample is acquired at the clinic/Dr. office.
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Enable Carbon Copies: enables the "CC" button on the ordering screen.
Once the desired selections are made, press the Save Changes button.
How to Configure Your Preferred Test List
The Preferred Test List can be created by selecting the Preferred Test List tab on the configuration screen.
Once the Preferred Test List pop-up screen is displayed, search and select the tests to display on the Preferred Test List. Once the list is created, press the Save Changes button.
The selected tests now display in the Preferred Test List. Tests can be added or removed at any time. To remove a test, open the Preferred Test List tab and select the test on the list and the test will be removed. Press the Save Changes button to save any change.
How to Configure Orders of Convenience
An Order of Convenience allows the ability to order several tests or profiles using one click. The Order of Convenience can be named by the user. For example, “First Doctor Visit” or “Pregnancy Panel” are samples of custom names.
The Orders of Convenience can be created by selecting the Orders of Convenience tab on the configuration screen.
To create an Order of Convenience, select the 'Add New' button and enter the name of the order of convenience and press the 'OK' button.
Once the new Order of convenience is named, search and select the tests/panels that will make up the Order of Convenience.
After entering the tests/panels, press the 'Save these Orders of Convenience. Close the configuration pop-up.
The Orders of Convenience created will be added to the Preferred Test List.
How to Carbon Copy (cc) another Provider on Lab Result
A "carbon copy" result can be sent to another provider, if the laboratory supports sending copies of results to additional physicians. The additional physicians are sent to the lab, but the lab sends the results to the additional providers.
Select the CC button. This opens the physician selection window.
Use the search field to identify the receiving provider or facility. Enter known parameters in the search fields and press the search button.
At any time the Help button at the top of the CC window can be selected to display the instructions.
How to Configure Standing Orders
The first step to creating a standing order is to create an order for a specific patient. Once the order is created, do not press the place Order button. Instead, press the "S/O" button. The following pop-up will appear.
Click on the date that the first order is to go to the laboratory.
Select the frequency (interval) of the standing orders.
Select the day(s) that the order is to be placed.
Press the 'Save' button to save the standing order.
In order to view existing standing orders for the specific patient, select the View Existing SOs. The pop-up will display any existing Standing Orders for the specific patient.