Order Management

After you have placed a lab order, you might need to take additional action:

• Manage batches. For orders filed for clients that are configured to use batching (that is, to automatically send orders to a queue from which they can be sorted by transport temperature), you can edit and delete orders in the batch queue, as well as move orders from the batch queue to the hold list. You can also create batches and print batch manifests (that is, a list of the orders in a particular batch). For more information on managing batches, see Managing Batches.

• Manage held orders. For an order that has been placed on hold, you can complete it when you are ready to collect a specimen or otherwise file the order. For more information on managing an order on hold, see Managing Held Orders.

• Manage scheduled orders. If specimen collection was scheduled to occur in the future, you can file those scheduled orders. You can also modify or delete a scheduled order. For more information on managing scheduled orders, see Managing Scheduled Orders.

• Manage standing orders. For standing orders, you must file an order each time a specimen is collected. You can also modify or expire a standing order, as well as print renewal letters and renew the standing order. For more information on managing standing orders, see Managing Standing Orders.

• Manage long-term care (LTC) orders. You can view or print a list of LTC scheduled or standing orders, as well as file, edit, or delete orders on the draw list. For more information, see Managing LTC Orders.

Notes:

• If your lab supports this feature, almost any pending order can be completed by a Quest Diagnostics or contracted phlebotomist associated with a different lab. (These are referred to as redirected orders.) For example, a patient with a standing order at a Pennsylvania lab might be able to have the test performed in Florida. Likewise, for certain clients (such as transplant centers), pending orders can typically be performed at the lab near where the patient resides. (These are referred to as nationwide orders.)

When this occurs for a held or scheduled order, the order is removed from the hold list, scheduled orders list, and Patient Search - Advanced Results dialog box for the original lab. For standing orders, the draw date that appears on the Patient Search - Advanced Results dialog box is updated appropriately. In all cases, you will receive a copy of the test results from the performing lab, indicating where the test was performed.

• If you change the station or room for a patient of an LTC client, that information is automatically updated in all of the patient’s pending orders, including expired standing orders.

Working with the Patient Search - Advanced Results Dialog Box

When you select the Advanced Results check box on the legacy Order Entry page, and search for a patient, the Patient Search - Advanced Results dialog box dialog box appears, listing potential matches. For search results displaying a , you can either click the next to the patient, or anywhere within the row containing the patient, to view their pending orders. The following details are shown for each pending order:

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

• Lab reference ID, if any

• Physician’s name, NPI, and UPIN, if available

• Date when the order was placed (for held orders) or the date when the specimen should be collected (for standing and scheduled orders)

Notes:

• If the specimen should be collected in the future, the date appears in bold red text.

• If a third-party held order has a future specimen collection date or time, that information appears in the Draw On or After column rather than the date when the order was placed.

• For scheduled orders, the scheduled time can also appear in the Draw On or After column. This time is always displayed in 24-hour format (for example, 2:00 P.M. would appear as 14:00).

• For standing orders, the Draw On or After date is determined by the start date and the frequency of the standing order.

For example, if a weekly standing order is created on Monday, and the specimen should be collected every Wednesday, then the initial Draw On or After date would be the following Wednesday’s date. However, if the first specimen is collected on Tuesday, then the next Draw On or After date would be a week from Wednesday.

In addition, if an instance of a standing order was filed with another lab (for example, if the patient went to a Quest Diagnostics PSC while traveling), the Draw On or After date is updated accordingly.

• Originator of the order—Physician, Hospital, PSC/IOP, or PSA (followed by the person’s user name in parentheses) for orders placed using eLabs, or EMR for third-party orders

• Status of the order—On Hold for a held order, Scheduled for a scheduled order, SO - Active for an unexpired standing order, SO - Expired for an expired standing order, or SO - Inactive for a standing order for an inactive Companion Diagnostics program

• Actions that you can take for that order

Tips:

• To view a list of the tests in the order, position the pointer over or . The order code and up to 50 characters of the test name for each test appear in a pop-up window.

For standing orders, this window also displays the frequency of the standing order, the date when the last specimen was collected (or the phrase 1st Draw if a specimen has not yet been collected), the start and expiration dates, and how many days remain before the standing order expires (0 for an expired standing order).

If any of the order codes are invalid or require clarification, an appropriate message appears instead of the test name.

• If a pending order has any comments, you can position the pointer over to view them.

• If any information is too long to display in its entirety, an ellipsis (...) appears. You can position the pointer over the displayed information to see the complete information.

• For standing orders, if or appears in the Status column, you can position the pointer over that symbol to see the Companion Diagnostics program name and national client number.

Notes:

• If the patient’s last name or date of birth in a pending order does not match the current data for that patient, appears next to the order. You can position the pointer over this symbol to see the name and date of birth associated with that order. Be sure to verify the demographic information before taking any action with any such order.

• If you click and then click a column heading for the patient search results, the list of pending orders is collapsed before the search results are sorted.