Add or Edit Patient Information via Setup or Legacy Order Entry
1 Do one of the following:
• In the menu bar, click Setup > Patient Registration.
• In the menu bar, click Order Entry.
If the legacy Order Entry page appears, select the Patient Registration check box.
If the streamlined Order Entry page appears, click the Go to Legacy Order Entry link at the bottom of the page, and then select the Patient Registration check box. If the Go to Legacy Order Entry link does not appear, click Setup > Patient Registration or see Add or Edit Patient Information via Streamlined Order Entry.
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Note: The Setup and Order Entry menus appear only if you can place orders with your current lab. |
2 To manage patient information for a lab other than the one you are currently accessing, in the Lab list, click the name of the appropriate lab.
Only labs with which you can place orders are listed.
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Note: The Lab list appears only if you can access more than one lab. |
3 To work with the displayed client, go to step 4.
If you can access more than one client and you want to work with a different one, specify the appropriate client (as described in step 3 in Initiate an Order).
You can specify only a client for which an administrator has enabled orders.
4 Add or retrieve the patient (as described in step 1 in Retrieve or Add a Patient).
If you have confirmed that the displayed information represents the current patient but is not correct, click Edit, make any needed changes on the Edit Patient Information dialog box, and then click OK.
You can also click 
to clear the displayed demographic information and start again. (This does not delete the patient from the system.)
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Notes: • If you retrieve a patient via a bridge, that patient is saved in the Lab Orders patient database as soon as you click OK on the Bridge Information dialog box, even if you subsequently click Cancel on the patient registration page. • If you retrieve a patient with an insurance carrier that must change based on the location of the client or facility, a message advises you of the change. |
After you add or retrieve the patient, a Patient Specific Diagnoses area appears in the Patient Information area. If no diagnoses are currently associated with this patient, an Add Diagnosis link appears. If one or more diagnoses are currently associated with this patient, those diagnoses appear, along with an Edit button.
5 If you do not want to add or remove patient-specific diagnoses, go to step 6.
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Note: If any existing diagnoses are considered inappropriate for the patient’s age or sex, a message might appear at the top of the page. Likewise, if you add a diagnosis that is considered inappropriate, a message might appear on the Add/Edit Patient Diagnoses dialog box. You can still save the patient, but it is recommended that you confirm the diagnosis and the patient’s age and sex. |
To add or remove diagnoses for this patient, click Add Diagnosis or Edit and then do one or more of the following:
• Add a diagnosis:
a In the Diagnosis box, type a complete or partial diagnosis code or name.
By default, the system will search for the specified text only until an exact match is found. (For example, if you type 123, the search stops as soon as code 123 is found.) To see a list of all of the matching items even if an exact match is found, include an asterisk (*) in the code or name. For example, to find all diagnosis codes that begin with 123 (such as 123, 1231, 1232, etc), you could type 123*. To find all diagnosis codes that end with 123 (such as 123, 1123, 2123, etc), you could type *123.
To specify multiple codes or names at once, separate the entries with commas but omit any spaces (such as 2535,0340).
b Click Search.
If you did not include an asterisk in the code or name, and an exact match was found, the search stops, and the code is automatically selected and appears in the Current Selections area; go to step d.
If you included an asterisk in the code or name, or if an exact match was not found, all of the matching codes appear in the Diagnosis area. The specified search string is highlighted in yellow.
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Notes: • If more than 15 matching diagnoses were found, click More to see the additional diagnoses. • If a listed diagnosis requires a higher degree of specificity, an asterisk appears after the test name. You can add the diagnosis to the patient, but you will not be able to use it when you place an order. During order entry, you must provide a higher degree of specificity. In addition, when you view the group of favorites via streamlined order entry, all of the related codes appear in the list rather than the code that requires higher specificity. For example, if you add the diagnosis code 487 to a group, that code would not appear. Instead, the more specific codes 4870, 4871, and 4878 would appear, and the code that requires a higher degree of specificity (such as 487*) would appear in parentheses after the diagnosis description. |
c Select the check box next to each appropriate diagnosis.
d Repeat steps a–c until you have added all of the appropriate diagnoses (up to the allowed number).
• Remove a diagnosis. In the Current Selections area, click 
next to the diagnosis that you want to remove from this patient.
When you have completed all of your changes, click OK.
6 In the Order Details area, in the Bill Type list, click the party responsible for paying for the test (Client, Patient, or Insurance).
The options that are available vary, depending on the selected client. The default bill type associated with the client appears automatically. If you retrieved an existing patient, the bill type associated with that patient appears automatically (if the selected client supports that bill type).
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Note: For hospital staff members, if the selected client supports the client bill type, Bill Type is automatically set to Client, no matter what the default bill type is for the client or retrieved patient. (Any insurance or guarantor information associated with a retrieved patient is retained in the patient record.) If the selected client does not support the client bill type, you must click an appropriate option in the list. If you change Bill Type to Insurance, any insurance information associated with the retrieved patient does not appear automatically; you must specify it manually later. |
7 If Bill Type is set to Patient or Insurance, in the Relation list, click the relationship of the patient to the guarantor or insurance holder.
For example, if the patient is the child of the guarantor or insurance holder, you would click Dependent.
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Note: If Bill Type is set to Client, the Relation list does not appear. |
8 Add or edit the insurance and guarantor information, if applicable.
For more information, see steps 1–5 in Add or Edit Insurance Information and steps 1–3 in Add or Edit Guarantor Information.
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Note: During patient registration, the selected lab, client, and carrier will remain the same. However, when an order is placed for this patient, the lab, client, and carrier might change automatically based on the patient’s insurance carrier. |
9 Click Save.
10 If the information displayed on the Verify Patient Registration page is correct, click Save.
If any of the displayed information is incorrect, click Edit in the appropriate area. If you click Edit in the Order Information area, the patient registration page appears again, and you can make the necessary changes and then click Save again. If you click Edit in any of the other areas, the appropriate dialog box appears, and you can make the necessary changes. When you click OK or Cancel, the Verify Patient Information page appears again, and you can then click Save.
