Manage LTC Orders

1 In the menu bar, click Requisitions > Draw List.

Note: The Requisitions menu appears only if you can place orders with your current lab.

2 If you want to limit the draw list to a specific client, in the Client list, click the client whose orders you want to manage.

This list includes only LTC clients for which ordering is enabled. If you do not choose a client, the draw list will include patients of all of the clients in the list.

3 In the Date Range boxes, type the appropriate date in each box, or click the date on the calendar.

For example, to generate a draw list of patients who are scheduled to have a specimen collected today, you would type today’s date in both boxes. To generate a draw list for the entire week, you would type Monday’s date in the first box and Friday’s date in the second box.

Tip: You can use any of the following shortcuts to specify the date:

• Type t for today’s date.

• Type y for yesterday’s date.

• Type t-# (where # is the number of days prior to today). For example, type t-7 to specify one week prior to today.

• Type t+# (where # is the number of days after today). For example, type t+14 to specify the date 14 days from today.

4 Click Search.

All orders that match the specified criteria appear at the bottom of the page, sorted by the collection date and time.

5 Do one or more of the following:

Note: If you specify a different collection time for any of the displayed orders, that change is not reflected in the draw list printout. To change the printout, you must edit the order (as described later in this procedure).

a Position the pointer over , select the check box for each item that you want to print (Draw List, Pending Reqs, or Labels), and then click Print.

For example, to print only the draw list, you would select the Draw List check box and clear the Pending Reqs and Labels check boxes.

Notes:  

• If Make/Model is set to None on the Label Printer tab in your user profile, the Labels check box is cleared and inactive.

• If you select the Pending Reqs or Labels check box, those items are printed for all listed orders. The Omit check box has no effect on this feature.

b If the Print dialog box appears, make any appropriate changes and then click Print. (If you want to review the material before printing it, click Cancel. You can print this material later.)

If the Print dialog box does not appear, use the appropriate procedure for printing using your version of Adobe Reader.

Tips: 

• If the Auto-Launch Print Dialog Box for Requisition Log check box is selected in your user profile, the Print dialog box appears automatically. Otherwise, you might have to scroll to the bottom of the Draw List Print window and position your pointer over that window to display the pop-up toolbar that enables you to initiate printing.

• If you did not previously select the Labels check box, you can click Print Labels at the top of the Draw List Print window. (This button does not appear if Make/Model is set to None on the Label Printer tab in your user profile.)

c When you have finished, click Close at the top of the Draw List Print window.

Note: When you file orders using this procedure, today’s date is automatically used as the specimen collection date. To specify a different date or make other changes before filing the order, you must edit the order as described in the next section.

a For any order that you do not want to file at this time, select the Omit check box.

Note: The Omit check box is automatically selected and inactive under the following circumstances:

• The specimen is scheduled to be collected in the future.

• A physician and diagnosis are required and were not specified when the order was created.

• A fasting status is required.

• The required AOE or template information was not completed when the order was scheduled.

• The order includes a test that requires informed consent (as indicated by a message on the page).

To ensure that you can file multiple orders for germline genetic tests simultaneously in the future, you can attest that you will always obtain a signed consent form whenever you order such a test and make it available to the lab upon request. For more information, see Providing Informed Consent.

• The order included only ICD-9 diagnosis codes and a diagnosis is required.

• The order includes an alternate or invalid order code (as indicated by an Attention: Please Edit message).

To file the order, click the Edit link and take the appropriate action, such as changing the scheduled date, completing the required information, adding an ICD code, or adding a valid order code.

For more information about editing an order on the draw list, see the next section.

b To change any of the draw times for the orders that you are going to file, type the appropriate time in the box in the Schedule column.

Caution! Any changes that you make to the draw times apply only to the orders that you are releasing now. If you change the draw times for any omitted orders via the Draw List page, those changes are not saved. To save the changes, you must edit the orders (as described in the next section).

c Click Release Schedule.

d If the Print dialog box appears, make any appropriate changes and then click Print. (If you want to review the material before printing it, click Cancel. You can print this material later.)

If the Print dialog box does not appear, use the appropriate procedure for printing using your version of Adobe Reader.

Tip: If the Auto-Launch Print Dialog Box for Requisition Log check box is selected in your user profile, the Print dialog box appears automatically. Otherwise, you might have to scroll to the bottom of the window and position your pointer over the window to display the pop-up toolbar that enables you to initiate printing.

e Do one or more of the following:

• To browse through or print the requisitions and release list, use the appropriate procedure for your version of Adobe Reader.

• To return to the draw list, click Return.

• To place a new order, click Quit.

Whether or not you print the requisitions and release list, each released order is filed with the lab and no longer appears in the draw list.

a Click the Edit link for the order that you want to edit or file.

The Order Entry page displays all of the information contained in the order. (Generic orders are always opened using the legacy Order Entry page.)

Note: If the order is currently being accessed by someone else, a message appears with the person’s user name. (This message can also appear if someone accessed the order and then closed the browser without logging out.) To proceed with editing the order, click OK. You can file or edit the order, but only the last changes made to the order are implemented.

b Make any appropriate changes.

You can typically change any aspect of the order except the lab, client, or patient’s SSN or patient ID. For some clients, you cannot change an existing lab reference ID.

For more information, see Placing an Order via Legacy Order Entry or Placing an Order via Streamlined Order Entry.

Note: If the order includes only ICD‑9 codes, and there is a one-to-one correspondence between an ICD-9 code and an ICD‑10 code, the corresponding ICD-10 code automatically replaces the ICD-9 code. Any ICD-9 codes that do not have a single corresponding ICD-10 code are retained in the order and identified as written diagnoses on the requisition when you file the order. If the insurance carrier requires a diagnosis, written diagnoses do not satisfy that requirement, and you must add an ICD-10 code before you file the order.

c Do one of the following:

• To save your changes and keep the order on the draw list, make sure that the Specimen Not Collected check box is selected, and click Schedule. You can print the draft requisition now, or print the final requisition when you file the order. Any labels are printed automatically.

• To file the order and remove it from the draw list, clear the Specimen Not Collected check box, provide a specimen collection date, and click File (or Finalize, if you are using streamlined order entry). You can print the final requisition now; any labels are printed automatically.

• To discard your changes and keep the order on the draw list, click Cancel. This does not delete the order; for information about deleting an order from the draw list, see the next section

Click the Delete link for the order that you want to delete. When the confirmation and validation messages appear, click OK on each one.