Manage a Held Order via Legacy Order Entry

1 In the menu bar, click Order Entry.

Note: The Order Entry menu appears only if you can place orders with your current 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 Manage a Held Order via Streamlined Order Entry.

2 If the Client box does not display the appropriate client, specify the desired one.

For more information, see Initiate an Order.

3 Select the Advanced Results check box.

4 Retrieve the patient (as described in Retrieve or Add a Patient).

Notes:

• If you have an active bridge, do not search by the patient ID. This bypasses the Patient Search - Advanced Results dialog box.

• You can access generic held orders only if the Include Generic (Held, Scheduled, Standing) check box is selected in your user profile.

5 In the list of patient search results, click next to the patient whose held order you want to manage.

For more information about the displayed pending orders, see Working with the Patient Search - Advanced Results Dialog Box.

6 Do one of the following:

• File or edit a held order:

a In the Action column, click for the held order that you want to file or edit.

The Order Entry page displays all of the information contained in the order, and the bar at the top of the page displays the requisition number being accessed.

Note: If the order is currently being accessed by someone else, appears next to the order status on the Patient Search - Advanced Results dialog box. If you position the pointer over this symbol, the person’s user name appears, along with the date and time that the person accessed the order. (This symbol can also appear if someone accessed the order and then closed the browser without logging out.)

If you click the edit icon for a locked order, a prompt appears, asking if you want to override the lock; click OK. You can file or edit the order, but only the last changes made to the order are implemented.

b If the order is a third-party order with a future collection date, a prompt appears, asking if you want to continue. In the Comment box, type the reason why you are filing or editing the order at this time, and click OK.

After the order is filed, this comment appears in the requisition log in the audit history for this order.

c Make any appropriate changes to the order.

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. You also cannot remove the patient, although you can search for a different one.

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

Notes:

• If any AOE, template, ABN, or ICR prompts were completed before the order was put on hold, those responses are retained, but empty boxes still appear in the Profiles/Tests area to encourage you to verify the previous responses. (You are also encouraged to review the Pap responses, although the Pap box is filled.)

• If this order was manually split from another order placed by a Quest Diagnostics or contracted phlebotomist, the Report Comments box displays the date that the original order was split and the requisition number(s) associated with the original order.

• If this order was transferred from the requisition log by a Quest Diagnostics or contracted phlebotomist, the Internal Comments box displays the requisition number associated with the original filed order. (If the filed order included its own internal comments, the requisition number is appended to the end of those comments.)

• 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.

• If the order includes any order codes that are invalid (for example, if the lab no longer performs a particular test, or if the client is no longer allowed to order it), a message advises you of this. Any invalid codes are automatically removed from the order, and you can add new order codes, as appropriate, before filing the order.

• If an external system sent more than the maximum allowed number of order codes, a message indicates which codes were ignored. You can manually create a separate order for the ignored codes.

• For third-party orders that have a future specimen collection date, the projected date that appears on the Patient Search - Advanced Results dialog box does not appear on the Order Entry page. Unless you are putting the order back on hold, provide the appropriate collected or scheduled date.

• If the order includes an alternate order code, that code is automatically replaced with the primary order code. In addition, if you add an alternate order code, it is automatically replaced with the primary code.

d If a third-party order includes an order code that might not be correct, a list of the possible valid choices appears. Click the option button for the correct test.

e Do one of the following:

• To print the requisition and labels, remove the order from the hold list, and send it to the lab electronically (if appropriate), click File.

• To save your changes and keep the order on the hold list, click Hold.

• To discard your changes and keep the order on the hold list, click Cancel.

• Delete a held order:

a In the Action column, click for the held order that you want to delete.

b When the confirmation message appears, click OK.

Note: If the held order is no longer available (for example, if it was filed by someone else after you opened the Patient Search - Advanced Results dialog box), a message advises you of this. Click OK. The order is removed from the list.