Complete the Order(s)

1 On the Order Summary page, review the patient information displayed at the top. The Order Summary page displays all orders that are completed and ready to be filed for the selected patient.

2 If you attached any images and you want to print the attached images when you print the requisition, select the Print Attachments check box.

If you do not want to print those images, clear that check box.

Any changes apply only to the current orders. You can set the default value for this option via your user profile.

3 For each order that appears, do the following:

a In the Accession Questions area, select the Request Accession Number check box to request an accession number when you click Save.

If you clear this check box, an accession number will not be requested, and the order will be processed like a standard order—that is, a standard requisition, labels, ABN (if any), and specimen requirements page (if appropriate) will be printed—and it is not necessary to complete any of the fields in the Accession Questions area.

Notes:   • If the order includes any test(s) that cannot use accessioning (such as a Pap test), the order will be split to enable any clinical tests to use accessioning. Any non-clinical tests that are split to a separate requisition can be handled as a standard order. • Accessioned orders are not split based on specimen condition. • If the request for an accession number is not successful, a standard requisition, labels, ABN (if any), and specimen requirements page (if appropriate) will be printed.

b In the Label Printing area, do the following: 

i In the Number of Attachment Labels box, type the number of accession labels to print (if it differs from the displayed value).

ii In the Number of Specimen Labels box, type the number of specimen labels to print (if it differs from the displayed value).

Note: For information about setting the default number of labels to print for each test, see Specifying the Number of Labels to Print.

c If pricing information appears in the Total Estimated Patient Responsibility field at the top-right of the page, share that information (based on their insurance coverage, including co-pay and deductible) with the patient.

To view a detailed breakdown of the pricing for each order, click the View price breakdown link.

If pricing information is retrieved, you will be prompted to provide payment or credit card authorization information when filing the order(s).

4 If you collected a specimen for one or more order(s), do one of the following to complete the order(s):

• If all selected orders have a Bill Type of Client, click File.

• If there are 1 or more selected orders with a Bill Type of Insurance or Patient, click File and pay.

5 If the Payment information window appears, use your normal procedure to submit payment information and then close that window. The Submit payment button is not enabled until all required fields have been filled out, unless there is an error in communications with the billing system. (It might take a few moments to access this application.) Otherwise, go to the next step.

Closing the dialog box by clicking the Emergency Close Only link that appears in the lower-right corner should only be done in scenarios such as the billing system being down. Use of this link is tracked.

6 After all orders have been filed and/or paid for (as indicated by an Order Processed message on each), click Collect/Print in the lower-right corner.

7 If the Quality Check - Samples Collected page appears, proceed with the draw(s) and then do the following:

Note: The specimen collection information appears for all selected orders, with specific instructions separated by requisition/accession numbers. To view or print the Specimen Collection Page, click Print Specimen Requirements at the bottom of the page. (After printing, click Close to return to the collection information.)

a In the Specimen Collection Summary box, review the samples collected and update as needed, and then click Continue.

b On the Quality Check - Patient Verification page, do one of the following:

• Allow the patient or authorized designee to review the patient information and sign electronically. If the patient or authorized designee is present and willing to sign electronically:

i Allow the patient to click in the Patient Signature or Authorized Designee field and then sign their name on the electronic signature pad.

An authorized designee must click the appropriate Authorized Designee/Relation to Patient option, print their name (appears in the Printed Name field), and then click in the signature field to sign their name.

The current date is selected automatically.

ii Click Done.

• Indicate that the patient is present, but declines or is unable to sign electronically. If the patient is present but does not want to sign electronically, click No Electronic Signature, click either Patient Unable to Sign Electronically or Patient Unwilling to Sign Electronically, and then click Accept.

Note: The No Electronic Signature button does not appear if the order included an ABN or AWN.

The Patient Verification form will print (for the patient to sign) and the Attachments dialog box will appear, allowing you to scan the completed form.

• Indicate that the patient is not present. If the patient is not present (for example, the specimen was dropped off by the provider), click No Electronic Signature, click the appropriate Patient Not Present reason, and then click Accept.

The Signature field is populated with the selected reason and the order is filed.

8 When the Requisition or Supplemental Documentation window appears, do the following as needed:

a View or print the requisition and/or supplemental documentation.

Note: If the quality check was signed electronically, the Supplemental Documentation initially appears. You can then toggle between the supplemental documentation and the requisition by clicking Show Requisition and Show Supplemental, respectively.

b Reprint the labels:

i Click Reprint Labels. (This button does not appear if Make/Model is set to None on the Label Printer tab in your user profile.)

ii On the Reprint Labels dialog box, specify the number of reprints for each label type that appears, and then click Print. (The maximum number you can specify for each is 9.)

c When you are finished, click Close to return to order entry or the Check-In Queue.

Notes:   • If a message on the Requisition page or dialog box indicates that preauthorization is required for one or more ordered tests, additional information might be printed with the requisition. Be sure to review this information. • If an ABN or AWN is required, have the patient select the appropriate check box(es) and sign and date the form. (This can be done electronically, if enabled, or the form will be printed along with the requisition.) For a printed form, if all of the ordered services cannot fit on a single page, multiple pages are printed and the patient must complete each one. The information on the ABN or AWN might not match the information on the requisition. For example, the ABN or AWN might use a different name for the test, or the listed panel components might not be identical. • For insurance draw orders, one or more forms may print along with the requisition, which the applicant must sign. Have the applicant review, sign, and date the forms, and then submit the signed forms along with the requisition.

9 If the ABN Validation or AWN Validation dialog box appears, click the Yes or No option button for each prompt, indicating whether or not the patient signed and dated the form.

Note: If the patient completed and signed the ABN or AWN electronically, this dialog box does not appear.

If you click No for any of these prompts, click the most appropriate reason why the ABN or AWN was not properly completed, then click Save.

10 If you collected a specimen, affix the label to the specimen container, and send both the requisition and specimen to the lab. (If the quality check was signed electronically, the requisition is submitted automatically.) Be sure to include any printed ABN or AWN as well, unless it was completed and submitted electronically.

If you printed the specimen requirements page, do not send that to the lab.

Note: If the client uses batching, you must create batches in order to send the order to the lab electronically. For more information, see Managing Batches.

11 If you initiated the order from the Check-In Queue, click Done for the appropriate patient.