Add or Edit Patient Information via Streamlined Order Entry

1 In the menu bar, click Order Entry.

If the legacy Order Entry page appears, click the link in the banner at the top of the page to go to streamlined order entry. If no banner appears, see Add or Edit Patient Information via Setup or Legacy Order Entry.

Note: If you cannot place orders with your current lab, the Order Entry menu does not appear.

2 Do one of the following:

a Click Add New Patient.

b Select the Add Patient Only check box.

c Complete the patient demographic and billing information (as described in step 2 in Initiate a Lab Order and Provide Billing Information).

a Retrieve the patient (as described in step 2 in Initiate a Lab Order).

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.

b Select the Modify Patient Only check box.

c Make any appropriate changes to the patient demographic or billing information (as described in step 2 in Initiate a Lab Order and Provide Billing Information).

3 If you do not want to add or remove patient-specific diagnoses, go to step 4.

Otherwise, do one or more of the following in the Diagnoses section:

• To add a patient-specific diagnosis, select one or more favorite diagnoses from the list, or specify a diagnosis (as described in Specify a Diagnosis).

Note: The select from list does not include the Patient Specific group. However, any diagnoses that you add during patient registration will appear in that list during order entry.

• To remove a patient-specific diagnosis, click next to the code in the Patient Specific Diagnoses area. You can also remove all of the codes in this area by clicking Remove All.

Note: For hospital staff members, the Diagnoses section appears only if Bill Type is set to Patient or Insurance in the Billing Information section, or if Bill Type is set to Client and the client that appears in the Client box in the Order Information section requires a diagnosis.

4 In the Order Information section, if the appropriate client does not appear in the Client box, type the first few characters of the client’s name. A list of the first ten matching clients appears. As you continue typing, this list displays more similar matches. When you see the appropriate client in the list, click that client.

Alternatively, type the complete client number and then press Tab, or click next to the Client box. When you click the list icon, a pop-up window displays an alphabetical list of all of the clients assigned to you for your current lab, followed by the client number in parentheses. Click the appropriate client.

Notes:  

• The required patient information might change, depending on the chosen client.

• If the patient’s SSN or patient ID is associated with a different patient at the chosen client, that information is removed, and a unique patient ID is generated automatically.

5 In the Lab Ref ID box, type any identifier that you want to use for the patient.

Whether or not the lab reference ID persists (that is, appears automatically when you place an order for this patient) depends on the client and your role. For example, for hospital staff members, the lab reference ID never persists.

In addition, you can always add a lab reference ID for a new patient or an existing patient who does not have one, but for some clients, you cannot change an existing lab reference ID.

6 Click Save.

If any required information is missing, a message appears, and the missing information is highlighted. Take the appropriate action to correct the issue and repeat this step.

7 If the Guarantor Address Validation dialog box appears, do one of the following:

• Click Edit, type the correct information in the Guarantor Information section, and click Save again.

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

• Click the option button for the correct address, and then click Continue.

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 you retrieved the patient via a bridge, no changes are made to the external system.

• If you do not want to validate the guarantor’s address when you register a patient or place an order, you can disable that feature via your user profile.