Complete the Order

1 To print the specimen requirements page when you print the requisition, select the Print Specimen Requirements check box.

If you do not want to print that page, clear that check box. Selecting or clearing this option applies only to this order, but you can change the default selection via your user profile.

The specimen requirements page contains a list of all of the specified order codes and test names, along with the preferred specimen and minimum volume for each.

Notes:   • The specimen requirements page is never printed for generic orders, and might not be printed for certain non-electronic labs, no matter how this option is set. • If you are creating a standing order, selecting or clearing this check box has no effect. No specimen requirements page is printed when you create a standing order.

2 In the Print x Labels box, type the number of labels that you want to print (if it differs from the displayed value).

Notes:   • If you are using Entree II labels, this box does not appear; you cannot override the default number of labels to print. • For information about setting the default number of labels to print for each test, see Specifying the Number of Labels to Print. • If you are creating a standing order, specifying the number of labels has no effect. No labels are printed when you create a standing order.

3 Do one of the following:

Note: If the Bill Type is Insurance (and eligibility verification did not occur previously), when you click any of the following, a message will appear and you will not be able to continue if the insurance carrier is known to not pay for Quest Diagnostics testing. To continue, click Previous and change the Bill Type to either Patient or Client (if available), or follow your usual procedure for turning away the patient if they do not agree to pay.

• File the order. If you collected a specimen and want to complete the order at this time, click File.

Note: If you entered an order code for a handling fee and the insurance carrier allows you to collect a payment for that fee, a message appears indicating that the order code and carrier you entered have been changed. You can collect the payment for that fee when you save the order. The order code for the handling fee must be submitted on a separate order from any other order codes; you will need to remove any additional order codes and submit them on a separate order.

• Schedule the order for the future. If you did not collect a specimen and specified a date in the Scheduled: Date box, click Schedule.

• Put the order on hold. To put the order on hold, click Hold.

• Put the order on PSC hold. To put the order on hold and print a lab order confirmation letter that the patient can take to a Quest Diagnostics PSC, ASP, or PSA facility to have the specimen collected there, click PSC Hold.

Notes: • This option is available only if your lab supports it, and you are not creating a standing order. • You cannot put a generic order on PSC hold. • If you click PSC Hold, any specified collection date or time is removed from the order.

• Save the standing order. If you selected the Standing Order check box, do one of the following:

• To save the standing order without immediately placing an order for the first specimen, click Save SO.

• To both save the standing order and immediately place an order for the first specimen, click Save SO+Order.

Note: If the client is an LTC client, or if the start date for the standing order is in the future, the Save SO+Order option does not appear.

For information on managing standing orders, see Managing Standing Orders.

4 If the Verify Order Code Info box appears, complete the missing data and then click Save.

For information about completing this dialog box, see one or more of the following sections:

• Provide AOE Data

• Provide Template Data

• Provide Pap Information

• Respond to the ABN Prompts

• Respond to the ICR Prompts

• Indicate the Specimen Type

Note: If you did not previously view or complete the Pap data, you are prompted to do so at this time. However, Pap data are not required to complete the order. If you do not have any additional information, simply click the Pap tab and then click Save to proceed.

5 If all of the information on the Verify Order page is correct and no additional information or action is needed, click Save. Otherwise, do one or more of the following, and then click Save:

Notes:   • If a message indicates that a test requires informed consent, take the appropriate action to acknowledge that you are in compliance with the informed consent laws after you complete the order. For more information, see Providing Informed Consent. • If a message indicates that there is a discrepancy between the AOE data and the information in the order, you can either change the AOE data to match the order, change the order to match the AOE data, or proceed with the order as is. • If a message indicates that 1 or more pair(s) of diagnosis codes on the order cannot be reported together according to ICD-10 Excludes 1 guidelines, click Previous to modify the order as instructed. Alternatively, you can select the ICD-10 Excludes 1 Exception check box and provide supportive documentation of an exception for the 2 conditions that are unrelated to each other. • If a message advises you to take a non-required action (such as adding a comment), you can click Previous to modify the order as instructed or proceed with it as is. • To cancel the order at this point, click Previous and then click Cancel.

• Modify the order. To change any of the displayed information, click Edit in the appropriate area. For example, to change the patient’s address, click Edit in the Patient Information area. To change the tests or AOE data, click Edit in the Profiles/Tests area.

If you click Edit in the Patient Information, Guarantor Information, or Insurance Information areas, the appropriate dialog box appears. Make any necessary changes and click OK.

If you click Edit in the Order Information, ICD Diagnosis Codes, or Profiles/Tests areas, the Order Entry page appears. After you make any necessary changes, you must click File, Hold, PSC Hold, Schedule, Save SO, or Save SO+Order again to return to the Verify Order page.

• Provide a preauthorization code. If a test requires patient counseling or preauthorization from the insurance carrier, type the appropriate code for each listed test. If you do not have a preauthorization code, leave this box blank. You can add the code later (as described in Add or Change a Preauthorization Code, Managing Held Orders, or Managing Scheduled Orders).

If eLabs determines that an approval is already on file, a message appears informing you to proceed with the draw. (In this case, you do not need to enter a preauthorization code.)

• Provide a shipment tracking number. If the order contains a donor or post-transplant test, which requires expedited shipping of the specimen to the lab, type the tracking number of the corresponding shipping kit (if available) in the FedEx Tracking # field.

• Indicate whether the physician’s signature will be electronically populated. If a message appears prompting you to select the I hereby e-Sign check box, review the message and select the check box to have the ordering physician’s signature, credentials, and original order date electronically populated on the requisition or lab order confirmation letter.

For Patient and Client bill orders, selecting the check box is optional. For Insurance bill orders, selecting the check box is optional or mandatory based on the patient’s insurance carrier.

• Share the pricing information with the patient. If prices appear in the Pricing Information area, share that information with the patient. Pricing information can include a separate price for each test or service, as well as a total estimated cost. The total estimated patient responsibility (based on their insurance coverage, including co-pay and deductible) also appears below the estimated total cost.

For some clients, you can print the pricing information for the patient by selecting the Print Estimate check box. When the order is filed, the Pricing Estimate page appears, allowing you to print the estimate. (If your client is configured to accept credit card payments, the Print Estimate check box does not appear; you will be prompted to submit payment information after you click Save on the Verify Order page, and a receipt containing the pricing information will be generated following payment.)

• Correct the guarantor’s address. If the Address Validation area indicates that the guarantor’s address is not correct, do one of the following:

• Click Edit, type the correct information on the Edit Guarantor Information dialog box, and click OK.

• In the list, click the reason why the guarantor address was left as is.

• Click the option button for the correct address.

Notes:   • In some cases, the guarantor’s address is automatically updated to conform to US Postal Service terminology standards (for example, Street might be changed to St). • If the Use Patient’s Address check box is selected on the Edit Guarantor Information dialog box, any changes made to the guarantor’s address are made to the patient’s address as well. • If you retrieved the patient via a bridge, no changes are made to the external system.

6 After you click Save on the Verify Order page, do one of the following:

• If you clicked File or Schedule on the Order Entry page, go to step .

• If you clicked Hold or Save SO on the Order Entry page, no further action is needed at this time.

When you are ready to complete the order, you must file it and print the requisition and labels. For more information, see Managing Held Orders or Managing Standing Orders.

Note: If the order includes any tests that were routed to a different lab, the order is split, and each order is put on hold for the appropriate lab. For example, If the order includes one test for the TMP lab and one test for the MIA lab, then an order for the first test is put on the TMP hold list, and an order for the second test is put on the MIA hold list. Any orders for a generic lab are put on the hold list for the associated lab.

• If you clicked PSC Hold on the Order Entry page, follow these steps:

a If the Print dialog box appears, make any appropriate changes, and then click Print.

If that dialog box does not appear, take the appropriate action on the Lab Order Confirmation Letter dialog box to display the Print dialog box and print the letter. The procedure for doing that varies, depending on your version of Adobe Reader.

Tip: Your user profile controls whether or not the Print dialog box appears automatically.

b If a Patient Family History button appears, click that button to open the Family Health History form for the patient, then complete the form and click Submit. The information provided by the patient can assist in patient counseling or in obtaining preauthorization from the patient’s insurance carrier.

To view and/or print the completed form, click Print Results. The form opens in a separate browse window.

To email the completed form to a designated recipient, click Email Results. When prompted, type the recipient’s email address and click Email Results.

Notes:   • Clicking Submit saves the responses and sends a notification to the MyQuest application to remove Patient Family History from the menu for that patient (if the patient has a MyQuest account). • Responses cannot be changed after clicking Submit.

c Click Close and give the letter to the patient.

Note: If a message on the Lab Order Confirmation Letter dialog box indicates that preauthorization is required for one or more ordered tests, additional information might be printed with the letter. Be sure to review this information.

• If you clicked Save SO+Order on the Order Entry page, the page automatically displays all of the information associated with the standing order so that you can provide information about each ordered test (as described in steps 4–5 in Specify a Test) and then complete the order (as described in steps 1–6).

7 If the Payment at Time of Service dialog box appears, submit payment information and then close that window. The Close button is not enabled until all required fields have been filled out, unless there is an error in communications with the billing system. (It might take a few moments to access this application.) Otherwise, go to the next step.

Closing the dialog box by clicking the Exit link that appears in the lower-right corner or clicking in the upper-right corner should only be done in scenarios such as the billing system being down. Use of either method is tracked.

Note: If you inadvertently close the Payment at Time of Service dialog box, you can return to this dialog box later by clicking Payment or Authorize when the Requisition page or dialog box appears. (Those buttons are inactive if it is not appropriate to collect that information at this time.)

8 On the Print dialog box, make any appropriate changes and then click Print to print the requisition and any supporting documents (such as the specimen requirements page or ABN). Alternatively, to review the requisition and/or supporting documents before printing, click Cancel and go to the next step.

Under certain circumstances, the order might be split into multiple requisitions.

For scheduled orders, the requisition displays the word DRAFT, and any template image appears on a separate page. You can print the draft requisition now, or you can print the final requisition when you file the scheduled order. For more information, see Managing Scheduled Orders.

Any labels print automatically.

Notes:   • If the phrase Batching-No Reqs appears at the top of the page, you are prompted to print the requisition only if the order includes a test associated with a template, or if the patient or an insurance carrier is being billed. If the client is being billed and no templates are included, you are not prompted to print the requisition. Instead, the Order Entry page appears again. The order is sent to the batch queue so that you can create batches and print the batch manifest (as described in Managing Batches). • If you scheduled specimen collection for the future, and a test in the order was routed to a generic lab, a separate generic requisition is generated for that test. That requisition does not include a collection date or the word DRAFT. In addition, that portion of the order is filed rather than added to the scheduled orders list.

9 When the Requisition or Supplemental Documentation page or dialog box appears, do one or more of the following:

• Browse through or print the requisition and/or supplemental documentation. Use the appropriate procedure for your version of Adobe Reader.

Note: If the quality check was signed electronically, the Supplemental Documentation initially appears. You can then toggle between the supplemental documentation and the requisition by clicking Show Requisition and Show Supplemental, respectively.

• Reprint the labels. To reprint the labels, do the following:

a Click Reprint Labels. (This button does not appear if Make/Model is set to None on the Label Printer tab in your user profile.)

b On the Reprint Labels dialog box, specify the number of reprints for each label type that appears, and then click Print. (The maximum number you can specify for each is 9.)

• Complete the Family Health History form. If a Patient Family History button appears, click that button to open the Family Health History form for the patient, then complete the form and click Submit. The information provided by the patient can assist in patient counseling or in obtaining preauthorization from the patient’s insurance carrier.

To view and/or print the completed form, click Print Results. The form opens in a separate browse window.

To email the completed form to a designated recipient, click Email Results. When prompted, type the recipient’s email address and click Email Results.

Notes:   • Clicking Submit saves the responses and sends a notification to the MyQuest application to remove Patient Family History from the menu for that patient (if the patient has a MyQuest account). • Responses cannot be changed after clicking Submit.

• Print a patient price estimate. For some clients, you can print the pricing information for the patient by clicking Print Estimate. The Print Estimate page appears, allowing you to print the estimate. After printing the estimate, click Close to close the Print Estimate page. (The Print Estimate button does not appear if your client is configured to accept credit card payments.)

• Return to order entry. Click Return on the Requisition page, or click Close on the Requisition dialog box.

Notes:   • If a message on the Requisition page or dialog box indicates that preauthorization is required for one or more ordered tests, additional information might be printed with the requisition. Be sure to review this information. • If an ABN or AWN is required, have the patient select the appropriate check box(es) and sign and date the form. (This can be done electronically, if enabled, or the form will be printed along with the requisition.) For a printed form, if all of the ordered services cannot fit on a single page, multiple pages are printed and the patient must complete each one. The information on the ABN or AWN might not match the information on the requisition. For example, the ABN or AWN might use a different name for the test, or the listed panel components might not be identical.

10 If the ABN Validation dialog box appears, click the Yes or No option button for each prompt, indicating whether or not the patient selected a check box on the ABN form, signed the form, and dated the form.

If you click No for any of these prompts, click the most appropriate reason why the ABN was not properly completed, then click Save.

11 If you collected a specimen, affix the label to the specimen container, and send both the requisition and specimen to the lab. Be sure to include any printed ABN or AWN as well, unless it was completed and submitted electronically.

If you printed the specimen requirements page, do not send that to the lab.

Note: If the client uses batching, you must create batches in order to send the order to the lab electronically. For more information, see Managing Batches.

12 Have the ordering provider sign and add their credentials to the requisition or lab order confirmation letter, as applicable.