Viewing Filed Orders

By default, when you click Search, the requisition log displays an expanded view of all orders filed yesterday and today for the default client at your current lab. However, if you previously filtered the log using different criteria, those criteria are saved (unless the filter would retrieve more than 200 orders). For example, if you previously limited the log to only orders for a particular patient, then only that patient’s orders will appear the next time that you access the requisition log and click Search.

You can filter the log to display orders for one or more labs, clients, patients, physician names, or lab reference IDs, as well as specific requisition numbers or user names. If supported by the lab, you can also filter the log by accession status. In addition, you can limit the log to only electronic orders, only non-electronic orders, only generic orders, or only standing orders.

The amount of data visible in the requisition log varies, depending on whether the orders are collapsed or expanded, and whether or not you have defined a custom layout. By default, when an order is collapsed, the requisition log displays only the following information (if available):

• Client number (followed by the generic client ID in parentheses, if the order was placed with a generic lab)

Note: This column displays the client number used for the order, which might be different than the original client number for redirected, Companion Diagnostics, or nationwide orders.

• Date and time that the order was placed (or, for standing orders, the starting date of the standing order)

• Requisition number (or, for standing orders, the word Original)

Notes:   • If the order was edited online or transferred to the hold list by a Quest Diagnostics or contracted phlebotomist, appears next to the requisition number. You can position the pointer over this symbol to see how many archived requisitions are associated with the order. • If the order was filed as part of a standing order, the phrase (SO) appears next to the requisition number. • For an original standing order (that is, the order that contains all of the data related to the standing order, but not specific specimen collection information), if there are any comments or audit information (such as the date when the order was edited, renewed, or manually expired), appears next to the requisition number. You can position the pointer over this symbol to see the comments or audit information. • If the order was manually split by a Quest Diagnostics or contracted phlebotomist, appears next to the requisition number. You can view information about the split order in the Manually Split Requisition area when you expand the order.

• Patient’s name, patient ID, sex, and date of birth

• Status of the order (Filed for an order that has not been edited or canceled, Edited for an order that has been changed or transferred to the hold list, Canceled for an order that has been canceled, SO Active for an active standing order, or SO Expired for an expired standing order)

Notes:   • If the lab does not allow online edits, or if the order was filed as part of a batch, and you requested that the order be changed or canceled, the status of the order remains Filed. • For generic and non-electronic orders, the status reflects any actions taken, but no orders, changes, or cancellations are sent to the lab electronically.

• 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)

• Actions that can be performed on that order

When an order is expanded, the requisition log displays the following additional information, if available:

• Additional Info. This area displays the following information, if available:

• Patient’s SSN and Health ID

• Lab reference ID

• User name of the person who originally placed the order

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

• Name of the NPP

• Transport temperature of the specimen

• Name of the generic lab (only for generic orders)

• Time that the patient arrived at the facility

• Visit type (only for non-standing, non-generic orders placed at Quest Diagnostics PSC facilities for labs that support this feature)

• Client’s name (followed by the generic client ID in parentheses, if the order was placed with a generic lab)

Notes:   • Transport temperatures are not displayed for standing orders, generic orders, or client-defined tests. • The patient arrival time appears only for non-standing, non-generic orders placed by Quest Diagnostics PSC employees or in-office phlebotomists (IOPs) for labs that support this feature.

• Accession Info. This area displays the following information:

• Accession status (Accessioned if the order was given an accession number; Pending if the order has not yet been accessioned; 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 (if the order has been accessioned)

• Date and time that the order was accessioned (if it has been accessioned)

Notes:   • The Accession Info area appears only if the lab supports this feature, and only for orders that are not standing orders. (It can appear for filed instances of a standing order.) • For generic and non-electronic orders, the accession status is always Pending, since no accession information is ever assigned automatically or received from generic and non-electronic labs.

• Profiles/Tests. This area displays the following information:

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

• Current Procedural Terminology (CPT) code(s) for each test (only if the Show CPT Codes check box was selected in the filter options, and at least one CPT code is available for the test)

Notes:   • If the order was transferred to the hold list by a Quest Diagnostics or contracted phlebotomist, the Profiles/Tests area includes only the code that indicates this. For information about the tests that were in the original filed order, see the Archived Requisitions area. • If the order was redirected from another lab, and the order codes were changed, the original order codes appear in brackets after the order codes that were filed.

• ICD Diagnosis Codes. This area displays a list of all of the diagnoses specified in the order, including their descriptions.

If an ICD-9 code was included in an order, the word Written precedes the diagnosis code and the description is omitted.

• Template/Specimen Information. This area appears only if the Show Template Info check box is selected in the Filter area and an order included a test associated with a template that prompts for specimen information. This area displays the following information:

• Name of the template

• Letter associated with each specimen (such as Specimen A, Specimen B, and so forth)

• Brief information about each specimen, which might include the type, source, procedure, and site

• Modifications. This area appears only if the filed order was edited, canceled, or transferred to the hold list by a Quest Diagnostics or contracted phlebotomist. It displays the following information:

• Date and time that the order was edited, canceled, or transferred

• User name of the person who edited, canceled, or transferred the order

• Action taken

If online edits are allowed, this area displays either Req Edited or Req Canceled. If online edits are not allowed, this area displays information about the requested change (such as the order or diagnosis codes added, or the phrase CANCEL REQUISITION).

For transferred orders, this area displays Req Edited.

• Reason why the order was canceled (if applicable)

If a particular order was edited more than once, information about each instance appears.

• Audit History. This area appears only if the order was filed after being put on hold, or if it was filed from the Patient Search - Advanced Results dialog box before the scheduled collection date or time. The Audit History area displays the following information:

• Date and time that the order was put on hold, scheduled, or edited before being filed

• User name of the person who filed or edited the order via this application

• Source of the order (On Hold if the order was put on hold via this application or if the third-party order was modified in response to a request from the lab, TP Import if the held order was received from an external system, or Scheduled if the order was scheduled via this application)

• Order codes that were included in the held or scheduled order

• Diagnosis codes that were included in the held or scheduled order

Notes:   • No audit history appears for scheduled orders that were filed from the scheduled orders list. For more information about scheduled orders, see Managing Scheduled Orders. • If the order split when it was filed, only one of the listed requisitions displays an Audit History area. The others are typically listed adjacent to the requisition with the audit history. • If a third-party order or scheduled order was edited before its scheduled date or time from the Patient Search - Advanced Results dialog box, or if a third-party order included an order code that required clarification, appears next to the date and time. Position the pointer over this symbol to view the comments that were provided or the original order code and test name received from the external system. (No comment prompt appears when an order is edited from the hold list or scheduled orders list.) • If the order was received from an external system or modified by the lab, no user name appears. • The order and diagnosis codes displayed in the Audit History area might differ from the codes displayed in the Profiles/Tests and ICD Diagnosis Codes areas if the order was edited before it was filed. If the original order included an invalid order code, a single asterisk (*) appears next to that code in the Audit History area. If an order code required clarification, two asterisks (**) appear next to that code. • If an ICD-9 code was included in an order, the word Written precedes the diagnosis code. • If a held order was edited and put back on hold before being filed, the Audit History area displays information about both the original order and the edited order. This is also the case for scheduled orders that were edited from the Patient Search - Advanced Results dialog box before the specimen was scheduled to be collected, and put back on the scheduled orders list. (This does not occur for scheduled orders that were edited from the scheduled orders list.)

• Archived Requisitions. This area appears only if the filed order was edited online or transferred to the hold list by a Quest Diagnostics or contracted phlebotomist. It displays the following information:

• Date and time that the order was originally filed

• User name of the person who originally filed the order

• Order codes that were included in the order

• Diagnosis codes that were included in the order

If an order was edited more than once, or if it was edited and then transferred to the hold list, information about each archived requisition appears.

• Manually Split Requisition. This area appears only if the order was manually split by a Quest Diagnostics or contracted phlebotomist. It displays the following information:

• Requisition number of the order that was put on hold as a result of the split (Split To) or the requisition number of the original order (Split From)

• Reason that the order was split (original orders only)

• Transferred to Hold. This area appears only if the order was transferred to the hold list by a Quest Diagnostics or contracted phlebotomist. For the original filed order, this area displays the requisition number of the order that was put on hold (To Req#). For a transferred order that was filed, this area displays the requisition number of the original filed order (From Req#). If the order was transferred to the hold list, filed from there, and then transferred to the hold list again, this area displays both the original requisition number (From Req#) and the requisition of the order that was put on hold (To Req#),

• Standing Order Information. This area appears only if the log includes data about standing orders. It displays the following information:

• Dates that the standing order is scheduled to start and end, along with the number of days remaining before the standing order expires (or, if the standing order has already expired, the word EXPIRED)

• Frequency with which the specimen should be collected

• Client number of the original client (for orders placed by a physician or hospital staff member) or the facility code of the original facility (for orders placed by a Quest Diagnostics or contracted phlebotomist)

• Name of the Companion Diagnostics program, if applicable, along with the Risk Evaluation and Mitigation Strategies (REMS) ID, if any

Notes:   • You can position the pointer over to display the associated national client name and number. • If the REMS ID is changed in the original standing order, the requisition log displays the current REMS ID rather than the REMS ID that was originally used.

• Date and requisition number of each filed instance of this standing order

Notes:   • If an instance of the standing order was filed at another lab (for example, if the patient went to a Quest Diagnostics PSC while traveling), the Redirected To area displays the site ID of the performing lab and the client number used to process the order. • For Companion Diagnostics standing orders, no information about filed instances appears in the Order History area for an original standing order. Information about each filed instance appears as a separate item in the log.

• Any comments or audit information for each filed order, which appear when you position the pointer over

• Order Redirect. This area appears only for redirected orders, nationwide orders, and filed instances of a Companion Diagnostics standing order (even if the tests were performed at the same lab where the order originated). It displays the following information:

• Site ID of the original lab (Redirected From)

• Client number at the original lab (Redirected From)

• Requisition number at the original lab (Redirected From)

• Site ID of the performing lab (Redirected To)

• Client number at the performing lab (Redirected To)

• Requisition number at the performing lab (Redirected To)

• Name of the Companion Diagnostics program, if applicable, along with the REMS ID, if any

Notes:   • You can position the pointer over to display the associated national client name and number. • If the REMS ID is changed in the original standing order, the requisition log displays the current REMS ID rather than the REMS ID that was used when the order was filed. In addition, if you reprint the requisition, the current REMS ID appears on it, and the requisition is not marked as edited.

• Nationwide Account, if applicable, along with

• Remote File. This area appears only for remotely filed orders, which includes orders that were filed under their originating performing site by a user who does not normally have access to that site. For example, a PSC employee or IOP user who filed a donor or post‑transplant order that was placed on hold at one lab, and was automatically granted temporary access (based on the order code) to file the order despite not normally having access to that lab. It displays the following information:

• Reason for the remote filing (for example, the order contained a donor or post-transplant order code)

• Facility from which the order was filed

• Description of the order transaction that initiated the remote filing

• Tracking Details. This area appears only for orders containing home self-collection kits that are shipped directly to the patient. This section displays the shipment tracking information, which includes the following fields:

• Shipped. The date the kit was shipped to the patient.

This is not applicable for the shipment from the patient back to the lab, as we don’t know when the patient sent it; therefore, you are directed to click the tracking link for details.

• Ship To. The kit recipient (Patient or Quest).

• Carrier name + tracking link. The carrier name and tracking number for the shipment, which you can click to access the tracking status on the carrier’s website.

Note: All dates and times reflect the time zone of the person who placed, edited, or canceled the order.