Exporting the Requisition Log

To enable you to further manipulate the data in the requisition log, you can export the displayed data to a Microsoft Excel spreadsheet. The information included in this spreadsheet varies, depending on whether you are viewing filed orders or standing orders, as well as other options.

For example, if you select the Show CPT Codes check box before you search for and export the data, a CPT disclaimer appears in the first row of the spreadsheet, the column heading Profiles/Tests changes to Profiles/Tests (CPT), and the CPT codes appear in parentheses after the order codes. If you sort the data in the spreadsheet, be sure to omit both the row with the CPT disclaimer and the row with the column headings when you select the rows to sort. Otherwise, both of those rows are treated like data rows. If the Excel spreadsheet does not include CPT codes, then the row with the column headings is handled like a header row; it is not sorted with the rest of the data.

If you select the Show Template Info check box before you search for and export the data, the spreadsheet includes a column for each template associated with the tests included in the requisition log. If specimen type, source, procedure, or site information is associated with the template, the column heading indicates that as well. For each applicable requisition, the spreadsheet indicates the number of specimens collected and provides brief information about each specimen (which is identified by a letter such as A, B, and so forth). The number of specimens and the information about each specimen are separated by . For each specimen, each piece of data is delimited with a semicolon (;).

To ensure that you can sort and filter the data in this spreadsheet, if the order included multiple diagnosis or order codes, all of them appear within a single cell, separated by . For example, the order codes 483 (Glucose) and 519 (Glucagon) would appear in the same cell as . When you sort the data by diagnosis or order code, only the first number would be used in the sort. When you filter the data, the entire cell is used as the filter. (If you wrap the text in the cells, a carriage return is used instead of a separator symbol, but sorting and filtering operate in the same way.)

Note: This feature is not available on Citrix systems.

Spreadsheet Content for Filed Orders

If you are viewing filed orders, the spreadsheet includes columns for the following information, regardless of what information is displayed in the requisition log:

• Client number

• Date and time that the order was filed

• Requisition number

Note: If the order was edited or transferred to the hold list by a Quest Diagnostics or contracted phlebotomist, the word edited appears in parentheses after the requisition number for the updated order, and the word archived appears in parentheses for the original or previous order. If the order was canceled, the word canceled appears in parentheses after the requisition number.

• Patient’s name, SSN, and patient ID

Note: The patient’s SSN is masked except for the last four digits.

• User name of the person who filed the order

• Bill type (such as Client or Patient), the mnemonic of the insurance carrier (such as AUSHC), or the full name of the generic carrier (for generic orders)

• Name, NPI, and UPIN of the physician who ordered the test (depending on what information is available and how the lab is configured)

• List of all of the tests included in the order, including the order code number and test name

Note: If a test name is truncated in the spreadsheet, a plus sign appears at the end. For example, 2623 - Allergen (Ige), Immunocap Sardines might be truncated to just 2623 - Allergen+.

• List of all of the diagnosis codes specified in the order, including their descriptions

• Accession status (Accessioned if the order was given an accession number; Pending if the order has not yet been accessioned or if it is a generic or non-electronic order; Received if the order has been received by the lab but no tests have been performed yet; Partial if one or more tests have been completed, but one or more tests have not; Final if all of the tests have been completed; or Canceled if the lab canceled the order)

• Accession number

• Lab reference ID

• Report comments

• Internal comments

• Time that the patient arrived at the facility

• Visit type

• License number and name of the NPP

• Patient’s date of birth

• Date and time that the specimen was collected

• Generic lab name

• Generic client ID

• Site ID of the lab (or, for generic orders, the word GEN)

Export the Requisition Log