Complete the Order
1 In the Labels to Print box, type the number of labels that you want to print (if it differs from the displayed value).
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Notes: • This option does not appear if you selected the Standing Order check box, if you are using Entree II labels, or if Make/Model is set to None on the Label Printer tab in your user profile. Labels are never printed when you create a standing order, and with Entree II labels, 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. |
2 If the specimen will be collected at a Quest Diagnostics PSC, ASP, or PSA facility, and you want to print a lab order confirmation letter, select the Include PSC Hold Letter check box.
• To complete the order now, click Finalize.
• To put the order on hold so that it can be completed later, click Hold or PSC Hold.
• To schedule the order for the future, click Schedule.
• To save the standing order, click Save SO.
• To save the standing order and collect the first specimen at this time, click Save+Order.
If any required information is missing, a message appears, and the missing information is highlighted. Take the appropriate action to correct the order and repeat this step.
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Notes: • The Finalize button appears only if the Specimen Not Collected check box is cleared in the Order Information section. The Schedule button appears only if that check box is selected and the Include PSC Hold Letter check box is cleared. The Hold button can appear if the Specimen Not Collected check box is selected or cleared, but not if a future date is specified in the Draw On or After box. In addition, the Hold button changes to PSC Hold if the Include PSC Hold Letter check box is selected. • If you click Hold, the order is put on hold, and no further action is needed at this time. For information about managing held orders, see Managing Held Orders. • If the order includes any tests that were routed to a different lab, and you click Hold, 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. • The Save SO and Save+Order buttons appear only if the Standing Order check box is selected in the Tests section. In addition, the Save+Order button does not appear if the client is an LTC client, or if the start date is in the future. If you click Save SO and the client is not an LTC client, no further action is needed at this time. For information about managing standing orders, see Managing Standing Orders. However, if the client is an LTC client, you might be prompted to verify the patient’s insurance eligibility (as described in the next step). • If a message indicates that there is a discrepancy between the AOE data and the information in the order, the page automatically scrolls to the top of the Ask at Order Entry Questions (AOEs) section. You can either change the AOE data to match the rest of the order, change the order to match the AOE data, or repeat this step to 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. |
4 If a message indicates that too many wellness codes or additional recipients (or both) have been added, click OK and remove all but one of the wellness codes (as described in Specify a Test) or one of the recipients (as described in Have Additional Copies of the Results Sent), as appropriate.
5 If the Guarantor Address Validation dialog box does not appear, go to step 6.
If it does appear, do one of the following:
• Click Edit, type the correct information in the Guarantor Information section, and click Finalize 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.
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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 Relationship is set to Self in the Guarantor Information section, 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. • 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. |
6 If the Eligibility Verification dialog box does not appear, go to step 7.
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Notes: • If your user account was configured by an administrator to perform eligibility verification, but the Eligibility Verification dialog box does not appear, the message Acceptable Match will appear on the requisition. For more information, see Eligibility Verification. • If the Bill Type is Insurance and eligibility verification occurs, 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 Edit 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. • If you select a diagnosis code that is specified as never being covered by the patient’s primary insurance carrier (unless an exception order code or diagnostic ICD code is also included on the order), a message appears reminding you to ensure that all relevant diagnosis codes are included with the order. |
If the Eligibility Verification dialog box appears, do one of the following:
• Proceed with the order as is. If no information about this patient is available from the carrier, or if the carrier indicates that the patient is not currently covered, but all of the information about the patient and carrier is correct, click Continue and proceed to the next step.
• Identify the correct information. If there are discrepancies between the guarantor information in the order and the information from the carrier, follow these steps:
a Click the option button next to each piece of information that you want to use.
For example, if there are discrepancies with the patient’s address and zip code, you might click the option button in the User Entered column for the address and the option button in the Eligibility Returned column for the zip code, depending on which information is currently accurate. (The data from the order appears in the User Entered column; the data from the carrier appears in the Eligibility Returned column.)
You can also click the Select All option button to select all of the option buttons in a particular column.
b Click Continue.
The Eligibility Verification dialog box closes, and the specified information is used in the order.
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Notes: • If the patient’s first name as specified in the order does not match the first name provided by the carrier, this is not flagged as a discrepancy. The first name from the order is always used. • If the patient is the guarantor (that is, if Relation is set to Self), any changes to the patient’s last name or address are made to both the patient and guarantor information. If the patient is the guarantor’s spouse or dependent, any changes to the last name affect only the patient information; any changes to the address affect only the guarantor information. |
• Modify the order. If the carrier is incorrect, or if you need to change any of the displayed information manually, follow these steps:
a Click Edit.
b Make any appropriate changes to the order.
c Click Finalize or Schedule, as appropriate, and repeat step 6 if necessary.
The last message that appears on the Eligibility Verification dialog box will be printed on the requisition, along with any IPA message.
7 If a message indicates that a test requires informed consent, click OK and take the appropriate action to acknowledge that you are in compliance with the informed consent laws.
For more information, see Providing Informed Consent.
8 If the Attention dialog box appears, advising you to take a non-required action (such as adding a comment), do one of the following:
• Click Edit, modify the order as instructed, and repeat steps 3–7.
• Click Continue to proceed with the order as is.
9 If a prompt appears reminding you to obtain the ordering provider’s signature on the requisition or lab order confirmation letter, click OK.
10 Do one of the following:
• Print the requisition and labels. If you clicked Finalize or Schedule, follow these steps:
a On the Print dialog box, make any appropriate changes and then click Print to print the displayed requisition and any associated documents (such as the specimen requirements page or ABN). Alternatively, if you want to review the requisition before you print it, click Cancel and go to the next step.
Under certain circumstances (for example, If the order includes a Pap test along with other types of tests, or if the tests require specimens with different transport temperatures), the order is split into multiple requisitions. In addition, If the order includes tests that will be performed by different labs, a separate requisition is created for each lab.
If you scheduled specimen collection for the future, you can print the draft requisition now, or you can just print the final requisition when you file the scheduled order. For more information, see Managing Scheduled Orders.
Any labels are printed automatically.
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Note: If the phrase Batching-No Reqs appeared at the top of the Order Information section, 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. In all cases, the order is sent to the batch queue so that you can create batches and print the batch manifest (as described in Managing Batches). |
b On the Requisition page, do one or more of the following:
• To browse through or print the requisition and any associated documents, use the appropriate procedure for your version of Adobe Reader.
• To reprint the labels, click Print Labels.
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Note: This button appears only if Make/Model is set to an option other than None on the Label Printer tab in your user profile. |
• 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.
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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. |
• To return to order entry, click Done.
c If you collected a specimen, affix the label to the specimen container, and send both the requisition and specimen to the lab. (If you printed the specimen requirements page, do not send that page to the lab.)
If an ABN is generated and the patient wants to proceed with the test, have the patient select the appropriate check box and sign the ABN, and send the ABN to the lab along with the requisition and specimen. (If all of the ordered services cannot fit on a single ABN, multiple ABNs are printed, and the patient must complete and sign each one.)
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Note: The information on the ABN might not match the information on the requisition. For example, the ABN might use a different name for the test, or the listed panel components might not be the same. |
If an AWN is generated and the patient wants to proceed with the test, have the patient sign the AWN, and send the AWN to the lab along with the requisition and specimen. (If all of the ordered services that require an AWN cannot fit on a single page, multiple AWNs are printed, and the patient must sign each one.)
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Note: If the client uses batching, you must create batches to complete the process. For more information, see Managing Batches. |
• Print the lab order confirmation letter. If you selected the Include PSC Hold Letter check box and clicked PSC Hold, 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 page to display the Print dialog box and print the letter. The procedure for doing that varies, depending on your version of Adobe Reader.
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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.
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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 Done and give the letter to the patient.
• File an instance of the standing order. If you clicked Save+Order, the Order Entry page displays all of the information related to the standing order, plus the specimen collection fields in the Order Information section. Complete the fields as described in Provide Order Information, and repeat steps 3–7.
11 Have the ordering provider sign and add their credentials to the requisition or lab order confirmation letter, as applicable.
