Initiate an Order

1 In the menu bar, click Order Entry.

Note: The Order Entry menu appears only if you can place orders with your current lab. For information about changing your lab, see Changing the Lab.

If the streamlined Order Entry page appears, click the Go to Legacy Order Entry link at the bottom of the page. If that link does not appear, see Placing an Order via Streamlined Order Entry.

Notes: • If a notice appears requesting billing information, you can click the link to launch the application and resolve billing trailers. For more information, see View Billing Information Requests. • If you are currently accessing Athena Diagnostics (ZBD), or if you choose that lab in the Lab list, you might be prompted to acknowledge that the financial terms are different than they are for other Quest Diagnostics orders. Click Accept if you agree to these terms; you will not be prompted again. Otherwise, click Decline, and then click Continue on the next message. If you decline the terms, you will not be able to place orders with Athena Diagnostics (the Home page appears). If you accept the terms, and subsequently decide not to accept them, contact the Help Desk to have ordering for Athena Diagnostics disabled for you.

2 To place the order with a lab other than the one that you are currently accessing, in the Lab list, click the appropriate one.

Notes:   • If you can access only one lab, the Lab list does not appear. • Changing the lab here affects only this order. When you complete the order, your current lab is automatically selected in the list once again. • If you change the lab after you have begun placing an order, a message advises you that some data might be lost. Click OK. Patient demographic information is retained, but the client, insurance carrier, and tests are reset.

3 To place the order for the displayed client, go to step 5.

If you can place orders for more than one client and you want to place this order for a different one, do one of the following:

• Type the client name or number. In the Client box, type the first few characters of the client’s name or number. A list appears with up to the first 25 matching clients. As you continue typing, this list displays more similar matches. When you see the appropriate client in the list, click that client.

You can also type the complete client number and then press Tab. (When you press Tab, the client appears in the Client box.)

• View the client list. Click next to the Client box.

The Client Search dialog box displays an alphabetical list of up to 200 clients assigned to you.

If more than 200 clients match the specified criteria, a message appears at the top of the dialog box. To narrow the list, click the appropriate item (Name, Number, or Phone) in the Search By list, type at least one character in the adjacent box, and then click Search. The Client Search dialog box displays all of the clients assigned to you that match the specified criteria.

When you click a client in this list, the Client Search dialog box closes, and the chosen client appears in the Client box on the Order Entry page.

• Search for the client by physician. If a physician was previously associated with one or more clients, you can retrieve a list of those clients by searching for the physician. To do this, delete any information that appears in the Client box, and click next to the Physician box.

At the top of the Physician Search dialog box, do one or more of the following, and then click Search:

• To search by physician name, NPI, or UPIN, click the appropriate item (Name, NPI, or UPIN), and type one or more characters in the adjacent box. If you are searching by name, you can optionally type the first three letters of the physician’s last name, followed by a comma and the first letter of the first name, omitting any spaces. For example, to search for Dr. Ann Jones, you would type jon,a.

• To search by state, click the appropriate item in the State list.

• To search across the entire eLabs system (as opposed to associated clients only), select the National Physicians check box. (If you select this check box, you must type at least three characters of the physician name, NPI, or UPIN to perform the search.)

The dialog box displays a list of up to 200 physicians that match the specified criteria. If more than 200 physicians match the specified criteria, a message appears at the top of the dialog box. To limit the search, you can type more characters and try again.

When you click a physician in this list, the dialog box closes, the selected physician appears in the Physician box on the Order Entry page, and the associated client appears in the Client box.

Notes:   • If the client uses batching, the phrase Batching or Batching-No Reqs appears in the bar at the top of the page, depending on how the client is configured. For more information about batching, see Order Completion. • You can specify only a client for which an administrator has enabled orders.

4 If the specimen will be collected where the patient resides, select the Home Draw check box.

If the specimen is being collected at the PSC or physician office, leave this check box cleared.

Notes:   • This check box appears only if you are allowed to order home draws for this lab, and only if the specified client is not an LTC client. • You cannot place a home draw order for a patient who uses a generic carrier. • If you select the Home Draw check box, the optional Requested Draw Time list displays and the option to Save SO+Order is removed.

5 To use the currently displayed client by default each time that you place an order with this lab, select the Remember Client ID check box.

If you clear this check box, your default client always appears in the Client box.

Notes:   • You can change your default client via your user profile. • If you specified a different lab in the Lab list (as described in step 2), this check box is cleared and inactive. You can select this check box only when the lab that appears in the Lab list matches the lab that appears at the top of the page.

6 If the test was ordered by a physician, and the appropriate name does not automatically appear in the Physician box, type the first few characters of the physician’s name, NPI, or UPIN, and click the physician in the displayed list.

If there are more than 25 matches, either continue typing the complete name or number, or scroll to the bottom of the list and click the link to search for more physicians.

• If you continue typing, this list displays more similar matches; when you see the appropriate physician in the list, click that physician.

• If you click the link, the Physician Search dialog box appears, prepopulated with your search criteria. Click Search to display the list of physicians based on the same criteria. You can also modify your search criteria, as needed, before clicking Search.

Notes:   • You can always specify a physician by name. You can specify a physician by NPI or UPIN only if that information exists in eLabs, and only if the lab supports it. For example, if the lab does not support NPIs, typing an NPI will not display any matching results, even if the physician has an NPI. • PECOS appears after the NPI or UPIN if the physician is enrolled with PECOS or if their enrollment is pending. If you select a physician who does not have a PECOS indicator, and the order is for a patient with Medicare, the system displays a message indicating that the order must be placed on hold or canceled. • A physician might be required, depending on the lab, client, or insurance carrier. • For information about adding or removing physicians for a client, see Manage Physicians.

Alternatively, do one or more of the following:

• View the physicians associated with the client:

a Click next to the Physician box.

The Physician Search dialog box displays an alphabetical list of the physicians, including the physician’s name, NPI and UPIN (if any), and the name of the associated client. To view additional client information, position the pointer over the Client number. (NPIs can appear on this dialog box even if the lab does not support them.) A PECOS indicator displays next to physicians who are enrolled or whose enrollment is pending.

b To narrow the list, do one or more of the following, and then click Search:

• To narrow the list by physician name, NPI, or UPIN, click the appropriate item (Name, NPI, or UPIN), and type at least one character in the adjacent box.

• To narrow the list by state, click the appropriate item in the State list.

• To expand the search to the entire eLabs system (as opposed to just the selected client), select the National Physicians check box.

The dialog box displays a list of up to 200 physicians that match the specified criteria. If more than 200 physicians match the specified criteria, a message appears at the top of the dialog box. To limit the search, you can type more characters and try again.

c Click the appropriate physician in the list.

The selected physician appears in the Physician box on the Order Entry page.

• Search for the physician in eLabs:

a Select the Search National Physicians check box.

b In the Physician box, type the first few characters of the physician’s name, NPI, or UPIN.

A list appears with the matching physicians. If there are more than 25 matches, either continue typing the complete name or number, or scroll to the bottom of the list and click the link to search for more physicians.

• If you continue typing, this list displays more similar matches. (After you have typed all of the physician’s last name, you can type a comma and begin typing the physician’s first name.)

In the list, the physician’s name is followed by that physician’s NPI (if any), UPIN (if any), PECOS indicator (if they are enrolled or their enrollment is pending), state, and zip code. (NPIs can appear in this list even if the lab does not support them.)

• If you click the link, the Physician Search dialog box appears, prepopulated with your search criteria. Click Search to display the list of results based on the same criteria. You can also modify your search criteria, as needed, before clicking Search.

c Click the appropriate physician in the list.

If the physician is not already associated with the specified client, the physician is added to that client automatically after you file the order (unless the client is a house account).

• Type the physician’s name. If Bill Type is set to Client or Patient, you can type the physician’s name in the Physician box. If Bill Type is set to Insurance, you must choose a physician from the list or the Physician Search dialog box.

When you type the physician’s name, you can use any format, and it is not necessary to include the physician’s NPI or UPIN. However, it is recommended that you use the LastName,FirstName format; this ensures that data that can be sorted by the physician’s name (such as the hold list) is consistently sorted by the physician’s last name.

This information is used only for this order. To use this physician again in the future, add the physician as described previously.

7 To use the currently displayed physician by default each time that you place an order for this client, select the Remember Physician check box.

If you clear this check box and only one physician is associated with the client, that physician is always used automatically. Otherwise, you must choose the appropriate physician each time that you place an order.

Notes:   • If you specified a different lab in the Lab list (as described in step 2), this check box is cleared and inactive. You can select this check box only when the lab that appears in the Lab list matches the lab that appears at the top of the page. • If the Allow Physician Auto-Populate For All Bill Types check box is cleared in your user profile, and the client’s default bill type is Patient or Client, then the physician is remembered only as long as you do not change the client or leave the Order Entry page. If you take either of those actions, the displayed physician is not used automatically (unless the displayed physician is the only physician associated with the client). If the Allow Physician Auto-Populate For All Bill Types check box is selected in your user profile, then the physician is remembered, no matter what the client’s default bill type is. • If Bill Type is set to Patient or Client for a particular patient, and you type the physician’s name rather than choosing the physician from the list or the Physician Search dialog box, the physician is remembered only as long as you do not change the client or leave the Order Entry page.

8 If the test was requested by someone other than a physician (such as a physician assistant), in the Non-Phys Prov list, click the provider’s name.

Notes:   • If the lab or client does not support orders from non-physician providers (NPPs), the Non-Phys Prov list does not appear. • For information about adding or removing NPPs for a client, see Manage NPPs.

9 Retrieve or add a patient (as described in Retrieve or Add a Patient).