a To place the order with a lab other than the one that you are currently accessing, in the Lab list, click the appropriate one.

Notes:   • If you can access only one lab, the Lab list does not appear. • Changing the lab here affects only this order. When you complete the order, your current lab is automatically selected in the list once again. • If you change the lab after you have begun placing an order, a message advises you that some data might be lost. Click OK. Patient demographic information is retained, but the client, insurance carrier, and tests are reset.

b Do one of the following to specify the client:

• Type the client name or number. In the Client box, type the first few characters of the client’s name or number. A list appears with up to the first 25 matching clients. As you continue typing, this list displays more similar matches. When you see the appropriate client in the list, click that client.

You can also type the complete client number and then press Tab. (When you press Tab, the client appears in the Client box.)

Note: If the lab requires verification, a Re-Enter Client box appears on the Order Entry page. If you type a complete client number in the Client box and press Tab, that client number is masked, and a red asterisk (*) appears next to the Re-Enter Client box, indicating that it is now required. Type the complete client number in that box and press Tab. If the two numbers match, the client appears in the Client box, the red asterisk no longer appears next to the Re-Enter Client box, and that box becomes inactive. If the two numbers do not match, an error message appears, the Client box is cleared, and you must repeat the process of typing and verifying the client number, or choose the client from the list or the Client Search or Physician Search dialog box (as described later in this procedure). If you realize that you typed the original client number incorrectly, click to the right of the Client box. The Client box is cleared, and you can try again to specify the client. If you searched by client number and the client has been converted to another lab, a message displays indicating the client’s new number and lab.

• Search for the client. Click next to the Client box.

In the Search By list, click the appropriate item (Name, Number, or Phone), type at least three characters in the adjacent box, and then click Search. The Client Search dialog box displays a list of up to 200 clients that match the specified criteria.

If more than 200 clients match the specified criteria, a message appears at the top of the dialog box. To limit the search, you can type more characters and click Search again.

When you click a client in this list, the Client Search dialog box closes, and the chosen client appears in the Client box on the Order Entry page.

• Search for the client by physician. If a physician was previously associated with one or more clients, you can retrieve a list of those clients by searching for the physician. To do this, delete any information that appears in the Client box, and click next to the Physician box.

At the top of the Physician Search dialog box, do one or more of the following, and then click Search:

• To search by physician name, NPI, or UPIN, click the appropriate item (Name, NPI, or UPIN), and type one or more characters in the adjacent box. If you are searching by name, you can optionally type the first three letters of the physician’s last name, followed by a comma and the first letter of the first name, omitting any spaces. For example, to search for Dr. Ann Jones, you would type jon,a.

• To search by state, click the appropriate item in the State list.

• To search across the entire eLabs system (as opposed to associated clients only), select the National Physicians check box. (If you select this check box, you must type at least three characters of the physician name, NPI, or UPIN to perform the search.)

The dialog box displays a list of up to 200 physicians that match the specified criteria. If more than 200 physicians match the specified criteria, a message appears at the top of the dialog box. To limit the search, you can type more characters and try again.

When you click a physician in this list, the dialog box closes, the selected physician appears in the Physician box on the Order Entry page, and the associated client appears in the Client box.

Notes:   • You can specify only a client for which an administrator has enabled orders. • If the client you searched for has been converted to another lab, a message will display indicating the client’s new account number and lab.

c If an order entry message appears, review the message and then click Close.

Tip: If you need to see this message again later, click in the bar with the buttons.

d If the test was ordered by a physician, and the appropriate name does not automatically appear in the Physician box, type the first few characters of the physician’s name, NPI, or UPIN, and click the physician in the displayed list.

If there are more than 25 matches, either continue typing the complete name or number, or scroll to the bottom of the list and click the link to search for more physicians.

• If you continue typing, this list displays more similar matches; when you see the appropriate physician in the list, click that physician.

• If you click the link, the Physician Search dialog box appears, prepopulated with your search criteria. Click Search to display the list of physicians based on the same criteria. You can also modify your search criteria, as needed, before clicking Search.

Notes:   • You can type information in the Physician box only if you specified a client. • You can always specify a physician by name. You can specify a physician by NPI or UPIN only if that information exists in eLabs, and only if the lab supports it. For example, if the lab does not support NPIs, typing an NPI will not display any matching results, even if the physician has an NPI. • PECOS appears after the NPI or UPIN if the physician is enrolled with PECOS or if their enrollment is pending. If you are an IOP user and select a physician who does not have a PECOS indicator, and the order is for a patient with Medicare, the system displays a message indicating that you must email or print a registration reminder for the physician, or select the check box to indicate that the physician’s registration is pending. Selecting the check box provides the physician with a 30-day grace period to complete the registration process and automatically sends a reminder email to the physician. Additional reminders may appear both during and after the initial grace period if the physician has not completed their registration. • A physician might be required, depending on the lab, client, or insurance carrier. • For information about adding or removing physicians for a client, see Manage Physicians.

Alternatively, do one or more of the following:

• View the physicians associated with the client:

i Click next to the Physician box.

The Physician Search dialog box displays an alphabetical list of the physicians, including the physician’s name, NPI and UPIN (if any), and the name of the associated client. To view additional client information, position the pointer over the Client number. (NPIs can appear on this dialog box even if the lab does not support them.) A PECOS indicator displays next to physicians who are enrolled or whose enrollment is pending.

ii To narrow the list, do one or more of the following, and then click Search:

•

To narrow the list by physician name, NPI, or UPIN, click the appropriate item (Name, NPI, or UPIN), and type at least one character in the adjacent box.

•

To narrow the list by state, click the appropriate item in the State list.

•

To expand the search to the entire eLabs system (as opposed to just the selected client), select the National Physicians check box.

The dialog box displays a list of up to 200 physicians that match the specified criteria. If more than 200 physicians match the specified criteria, a message appears at the top of the dialog box. To limit the search, you can type more characters and try again.

iii Click the appropriate physician in the list.

The selected physician appears in the Physician box on the Order Entry page.

• Search for the physician in eLabs:

i Select the Search National Physicians check box.

ii In the Physician box, type the first few characters of the physician’s name, NPI, or UPIN.

A list appears with the matching physicians. If there are more than 25 matches, either continue typing the complete name or number, or scroll to the bottom of the list and click the link to search for more physicians.

•

If you continue typing, this list displays more similar matches. (After you have typed all of the physician’s last name, you can type a comma and begin typing the physician’s first name.)

In the list, the physician’s name is followed by that physician’s NPI (if any), UPIN (if any), PECOS indicator (if they are enrolled or their enrollment is pending), state, and zip code. (NPIs can appear in this list even if the lab does not support them.)

•

If you click the link, the Physician Search dialog box appears, prepopulated with your search criteria. Click Search to display the list of results based on the same criteria. You can also modify your search criteria, as needed, before clicking Search.

iii Click the appropriate physician in the list.

If you are an IOP or a PSA facility and the physician is not already associated with the specified client, the physician is added to that client automatically after you file the order, unless the client is a house account. (If you are a PSC employee, this does not apply.)

• Type the physician’s name. If Bill Type is set to Client or Patient, you can type the physician’s name in the Physician box. If Bill Type is set to Insurance, you must choose a physician from the list or the Physician Search dialog box.

When you type the physician’s name, you can use any format, and it is not necessary to include the physician’s NPI or UPIN. However, it is recommended that you use the LastName,FirstName format; this ensures that data that can be sorted by the physician’s name (such as the hold list) is consistently sorted by the physician’s last name.

This information is used only for this order. To use this physician again in the future, add the physician as described previously.

e If the test was requested by someone other than a physician (such as a physician assistant), in the Non-Phys Prov list, click the provider’s name.

Notes:   • If the lab or client does not support orders from non-physician providers (NPPs), the Non-Phys Prov list does not appear. It also will not appear until you specify a client. • For information about adding or removing NPPs for a client, see Manage NPPs.

f In the QLIS # box, type the eight-digit Quest Diagnostics laboratory information system identifier code.

This number appears on the labels that you have been provided.

If you are creating a standing order, you do not have to type a QLIS number, and any number that you do type will not be retained. However, you must type the QLIS number when you file each order that is part of a standing order.

This box appears only if your lab requires it.

a In the Additional Copies area, click Add Recipients.

b On the Additional Copies dialog box, specify who should receive a copy of the test results:

Notes:   • For more information about this feature, see Additional Copies of Test Results. • For standing orders, you must provide a telephone and fax number for at least one of the additional recipients, no matter which delivery method you chose. You can type NG, which means not given. However, if you are sending the results by fax, you must provide a valid fax number. If only one additional recipient is allowed, it cannot be a Direct messaging recipient, since you cannot specify a phone or fax number for that type of recipient. • If you plan to add a wellness code to the order, do not use the maximum allowed number of recipients. This ensures that the Quest Diagnostics reporting group can be automatically added when the order is filed. For more information, see Wellness Codes.

• The ordering client:

i In the Recipients area, select the check box for each delivery method that you want to use (Mail, Fax, or both).

The check boxes that appear vary, depending on which delivery methods the lab supports.

Note: If you did not specify a client before clicking Add Recipient, you will not see the ordering client in the Recipients area. Click Cancel, specify a client, and try again.

ii If you selected the Fax check box, the ordering client’s information appears on the left side of the dialog box. If the displayed fax number is correct, click Save. If there is no fax number, or if the displayed fax number is incorrect, type the appropriate fax number and then click Save.

If the lab requires verification, as soon as you type the fax number and press Tab, it becomes masked. Type the fax number again in the Re-Enter Fax box and press Tab.

If the two numbers match, the original fax number is no longer masked; click Save. If the two numbers do not match, an error message appears at the top of the dialog box, and the original fax number is cleared. You must repeat the process of typing and verifying the fax number, and then click Save.

The fax number appears below the ordering client’s address in the Recipients area.

• A favorite recipient:

i On the left side of the Favorites tab, click the letter associated with the recipient’s name. (If the recipients’s name begins with a number or other non-alphabetic character, click #.)

The current favorites whose name begins with the selected character appear.

Notes:   • If you did not specify a client before clicking Add Recipients, you will not see any recipients on the Favorites tab. Click Cancel, specify a client, and try again. • Only the 100 most recently added favorites are retrieved.

ii Select the check box next to the appropriate recipient.

iii In the Recipients area, select the check box for each delivery method that you want to use.

The Method on File check box appears only if the favorite is an existing client, and it is selected by default. The other check boxes that appear vary, depending on which delivery methods the lab supports. If your selected favorite uses Direct messaging, only the Direct check box appears, and it is automatically selected and inactive.

If you already used the number allowed for a particular delivery method, a message appears when you choose that method. For example, if the lab allows two copies of the test results to be mailed, and you already selected the Mail check box for two recipients, a message appears if you select the Mail check box for another recipient.

iv If you selected the Fax check box, the recipient’s information appears on the left side of the dialog box. If there is no fax number, or if the displayed fax number is incorrect, type the appropriate fax number and click Save.

If the lab requires verification, as soon as you type the fax number and press Tab, it becomes masked. Type the fax number again in the Re-Enter Fax box and press Tab.

If the two numbers match, the original fax number is no longer masked; click Save. If the two numbers do not match, an error message appears at the top of the dialog box, and the original fax number is cleared. You must repeat the process of typing and verifying the fax number, and then click Save.

The fax number appears below the recipient’s address in the Recipients area, and is used only for this order; it is not saved permanently.

• An existing client of the current lab:

i Click the Search Lab’s Data tab.

ii In the Search By list, click the appropriate option (Client Name/Number, Client Phone, or Physician Name).

iii In the adjacent box, type at least one character of the name or number, as appropriate. (If you type fewer than three characters, only exact matches will be displayed.)

If you are searching for a physician’s name, you can optionally type a comma and the first letter of the physician’s name, omitting any space. For example, to find Dr. Ann Jones, you could type jon,a.

If you are searching for a partial telephone number, you must omit any spaces or punctuation (such as 813555). If you are searching for a complete telephone number, you can include or omit any punctuation or spaces, such as 8135551234, 813 555 1234, or (813)555-1234.

iv Click Search.

If you typed fewer than three characters, only exact matches appear in the Results list. If you typed three or more characters, up to 200 matching results appear in that list. (If there are more than 200 matching results, you might need to narrow your search by typing more characters and clicking Search again.) The ordering client is excluded from these results.

If you searched by client name, number, or telephone number, each matching client’s name appears in bold in the search results, followed by the client number in parentheses. If only one physician is associated with a displayed client, that physician’s name appears below the client name. If more than one physician is associated with the client, you can click next to Show Physicians to see a list of all of the physicians associated with that client. To hide this list, click next to Hide Physicians. (If the client is associated with more physicians than can be displayed, a message advises you to search by the physician name.)

If you searched by physician name, that name appears in bold, followed in parentheses by the physician’s NPI, UPIN, or both. If a particular physician is associated with more than one client, the search results display an instance for each client. For example, if Dr. Ann Jones is associated with both Medical Associates East and Medical Associates West, that doctor would appear twice in the search results, once with each client.

Tip: If appears next to a search result, you can click the star to add the client to your favorites. If appears, that client is already one of your favorites.

v Select the check box next to the appropriate recipient.

vi If the Attn list appears in the Recipients area, and the appropriate physician name does not automatically appear there, click the physician who should receive the test results.

If you do not choose a physician in the Attn list, or if that list does not appear, the test results are sent to the client, but not to any particular physician’s attention.

vii Select the check box for each delivery method that you want to use. (Method on File is selected by default.)

The check boxes that appear vary, depending on which delivery methods the lab supports. For example, if the lab does not support sending test results by fax, the Fax check box does not appear.

In addition, if you already used the number allowed for a particular delivery method, a message appears when you choose that method. For example, if the lab allows three copies of the test results to be mailed, and you already selected the Mail check box for three recipients, a message will appear if you select the Mail check box for another recipient.

viii If you selected the Fax check box, the client’s information appears on the left side of the dialog box. Type the appropriate fax number and click Save.

If the lab requires verification, as soon as you type the fax number and press Tab, it becomes masked. Type the fax number again in the Re-Enter Fax box and press Tab.

If the two numbers match, the original fax number is no longer masked; click Save. If the two numbers do not match, an error message appears at the top of the dialog box, and the original fax number is cleared. You must repeat the process of typing and verifying the fax number, and then click Save.

The fax number appears below the client’s address in the Recipients area, and it is used only for this order; it is not saved permanently.

• A new recipient:

i Click the Add New tab.

Note: The Add New tab appears only if the lab supports sending test results by mail, fax, or Direct messaging.

ii In the Delivery Method list, click the appropriate option—Fax, Mail, Both (Fax and Mail) or Direct Messaging.

The available options vary, depending on which delivery methods the lab supports.

iii To send the test results to the patient, select the Use Patient Info check box.

The available patient information appears in the subsequent fields.

Note: If you chose Direct Messaging in the Delivery Method list, the Use Patient Info check box is inactive and cannot be selected.

iv Complete the required fields, which vary depending on the chosen delivery method.

Notes:   • If you type the zip code in the City box and press Tab, the City, State, and Zip fields are populated automatically. • Any Direct messaging address must be a valid email address.

v Click Add To List.

The recipient appears in the Recipients area, and each specified delivery method is selected automatically.

Notes:   • If you subsequently decide not to use a particular delivery method, you can clear that check box. However, for Direct messaging recipients, you cannot clear the Direct check box; you can only remove the recipient (as described in step c). • If you subsequently select an additional delivery method (if available), and you have not already provided the required information, you are prompted to do so. For example, if you originally chose Mail in the Delivery Method list, and did not provide a fax number, and then subsequently select the Fax check box, the recipient’s information appears on the left side of the dialog box. Provide the required information and click Save. The Recipients area is updated accordingly. • To edit a new recipient, click next to that recipient. The left side of the dialog box displays all of the recipient’s information, which you can change as needed. When you have finished, click Save. Your changes appear in the Recipients area. • All results delivered to a Direct messaging recipient include a cover sheet that identifies the ordering client, performing lab, and requisition number.

c Do one or more of the following:

• To add more recipients, repeat step b for each recipient.

Note: You can specify up to 20 Direct messaging recipients; all of them count only once against the total number of recipients. For example, if the dialog box displays Total copies allowed: 4, and you specify five Direct messaging recipients, you can still choose three other recipients.

• To remove a recipient from the Recipients area, click opposite the recipient’s name.

When the confirmation message appears, click OK.

• To send copies of the test results as specified and return to the Order Entry page, click OK. The appropriate information appears in the Additional Copies area.

The phrase Copy to indicates that the results will be sent via the method on file for that client.

a In the Diagnosis area, do one or more of the following:

Notes:   • A diagnosis may or may not be required, depending on the client or insurance carrier. • The ordering provider is responsible for determining the appropriate diagnosis codes for each patient. Diagnosis codes must be applicable to the patient’s symptoms or conditions and must be consistent with documentation in the patient’s medical record. • If you specify a diagnosis that is considered inappropriate for the patient’s age or sex, a message might appear at the top of the page. You can still file the order, but it is recommended that you confirm the diagnosis and the patient’s age and sex. • If you select a diagnosis code that the insurance carrier considers to be either a non‑diagnostic code, or a code that is inappropriate as a primary diagnosis, a message appears alerting you to select at least one primary diagnosis code. For non-diagnostic codes, in-office phlebotomist (IOP) users will be unable to place the order until they do so. • 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.

• Specify one or more diagnoses:

i In the Diagnosis box, type a complete or partial diagnosis code or name. You must type at least two characters that are not asterisks (*).

To specify multiple codes or names at once, separate the entries with commas but omit any spaces (such as E232,R2241).

By default, the system will search for the specified text only until an exact match is found. (For example, if you type C85, the search stops as soon as code C85is 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 C85 (such as C851, C8510, C8511, etc), you could type C85*. To find all diagnosis codes that end with 85 (such as A185, A1885, A3685, etc), you could type *85.

If the lab supports the use of written diagnoses, you can type a written diagnosis, depending on your facility type.

ii Click Search.

If you did not include an asterisk, and an exact match was found, the search stops, and the code is automatically selected and appears in the ICD Diagnosis Codes area. Go to step .

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. If you did not include an asterisk, the specified search string is highlighted in yellow.

Up to 15 matching codes are displayed. If more than 15 matching codes were found, click More to see the additional codes.

iii Select the check box next to each appropriate diagnosis.

Notes:   • If you selected a written diagnosis (that is, a diagnosis that is not preceded by a diagnosis code), in the ICD Diagnosis Codes area, the word Written precedes the diagnosis. You can add up to ten written diagnoses in addition to the allowed number of diagnosis codes. • If an asterisk (*) appears next to a diagnosis name, you can add that diagnosis to the order, but if a physician or hospital staff member subsequently edits the order, that person will be prompted to provide a higher level of specificity.

• Remove one or more diagnoses:

• To remove all of the codes, click Remove All in the ICD Diagnosis Codes area.

• To remove an individual code, clear the check box in the Diagnosis area, or click in front of the code in the ICD Diagnosis Codes area.

a Do one or more of the following to specify the order codes (up to the maximum number supported by the lab):

Notes:   • The Profiles/Tests area indicates how many order codes are currently in the order. • If you selected the Companion check box, you can specify only tests that are part of the selected program (which appear in the Companion Program group). If you order non-Companion Diagnostics tests and then subsequently select the Companion check box, those tests are removed from the order, and a message advises you of this. • You can add only one wellness code to each order. For more information, see Wellness Codes.

• Specify one or more tests:

i In the Order Codes box, type a complete or partial code or name for a test or predefined panel. You can also type a complete custom profile code. (For information about predefined panels and custom profiles, see Managing Custom Profiles.)

To specify multiple codes or names at once, separate the entries with commas but omit any spaces (such as 22061,5617).

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 order codes that begin with 123 (such as 123, 1231, 1232, etc), you could type 123*. To find all order codes that end with 123 (such as 123, 1123, 2123, etc), you could type *123.

Notes:   • If you type a custom profile description, or a partial custom profile code, or use an asterisk with a custom profile description or code, the profile will not be found. You must type the complete custom profile code. • If you are searching for an alias (such as sugar water), do not include an asterisk. For aliases, the asterisk is treated like a character rather than a wildcard. For more information about aliases, see Aliases and Handwritten Order Translations. • If you are placing the order with a generic or non-electronic lab, you might have to add the test to the system manually. For more information, see Managing Generic or Client-Defined Tests.

ii 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 Profiles/Tests area. Go to stepd.

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 Order Codes area. If you did not include an asterisk, the specified search string is highlighted in yellow. (For information about aliases, handwritten order translations, and alternate order codes, see Tests.)

Notes:   • If an exact match was found for a custom profile, all of the individual order codes associated with that profile appear in the Profiles/Tests area. However, if the number of order codes associated with the profile combined with the number of order codes already specified exceeds the number of order codes allowed, a message appears, and none of the order codes associated with the profile are added. You can specify a profile code only if that profile contains no more than the number of order codes allowed. • If more than 15 matching codes were found, click More to see the additional codes. • If the lab does not support searching by aliases, only handwritten order translations are included in the search results. • If the order is for a Medicare patient, and the specified order code is non-conforming, the test is not added in the Profiles/Tests area. • If you typed an order code or custom panel code that the specified client is not allowed to use, that code will not appear in the search results or be added to the order. • If the entered order code has been mapped to an alternate order code for the client the order is being placed for, the mapped order code is added to the order and a notification displays indicating that the code has been changed.

iii Select the check box next to each appropriate test.

Notes:   • You can select only primary order codes; alternate codes (if any) appear in magenta below the primary code. For example, if a CBC is associated with the primary code 6399 and the alternate code 42A, and you search for CB*, the search results would include 6399 (and all other matching primary codes), and 42A would appear in magenta below 6399. • You can select codes associated with handwritten order translations. However, to select a code associated with an alias, it is necessary to confirm the order with the physician.

• Remove one or more tests:

• To remove all of the tests, click Remove All in the Profiles/Tests area.

• To remove an individual test, clear the check box in the Order Codes area, or click in front of the order code in the Profiles/Tests area.

Notes:   • To view the orderable components of a panel, position the pointer over the order code in either the Order Codes area or the Profiles/Tests area. (This feature is not available for generic tests or client-defined tests.) • To view details about a listed test,panel, or custom profile from the Directory of Services (DOS), click the order code. (This feature is not available for generic or client-defined tests.) For some labs, aProper Order of Draw link appears on this dialog box, providing access to important information about drawing and handling specimens. If you accessed this information from the Order Codes area, you can click Add to add the test,panel, or custom profile to the order. If you accessed this information from the Profiles/Tests area, you can click Remove to remove the item from the order. • If important information is available about a specific test, appears next to the order code in the Profiles/Tests area. Position the pointer over this symbol to view the message. • If a test is associated with multiple order codes, the primary code is used for the order, no matter which code you specify. For example, if a CBC is associated with the primary code 6399 and the alternate code 42A, and you select 42A from among your favorites, specify a custom profile that contains 42A, or type 42A and press Enter, 6399 is added to the order instead. (This feature does not apply to generic orders.) • If you specified a custom profile that contained an order code that is no longer valid (for example, if the lab no longer performs that test), the invalid order code is not added to the Profiles/Tests area. • If specimens could not be collected for one or more of the order codes, click Split Order, select a code or codes to be placed on hold, select a comment, and click OK. If the order code is a custom profile, click to the right of the order code in order to split an order code or codes from the profile and place them on hold.

b If all of the ordered tests should be performed at your current lab (that is, if no different lab name appears in the Profiles/Tests area), go to step d.

If a particular test should be performed at a different lab, the Profiles/Tests area displays the site ID of the lab where each test should be performed, and the order code used by the preferred lab appears in brackets after the original order code (even if they are the same). The test name reflects the name used at the original lab.

Notes:   • If you are creating a standing order, none of the tests will be routed to other labs, even if they would normally be routed for a non-standing order. • If you added an attachment (as described in Add Attachments), and one or more tests are routed to a lab that does not support adding attachments, the attached image(s) will not be sent to that lab, and you will not be able to see the image or add new ones after you complete the order. However, you will be able to print the image when you print the requisition and see the image from that lab’s requisition log. For more information, see Complete the Order(s) and Viewing, Printing, or Adding Attachments.

If there is a preferred client for the specified lab, or if you can access only one client at that lab, that client number appears automatically. Otherwise, a Select One link appears next to Client.

If the preferred lab is a generic lab, the name of the associated Quest Diagnostics lab is followed by the name of the generic lab in parentheses. If the preferred client has only one generic client ID (that is, the number or name used by the generic lab to identify the client), then the generic client ID appears in parentheses after the client number automatically. If the client has more than one generic client ID, a Select One link appears in parentheses after the client number.

In addition, if Bill Type is set to Insurance, an Ins area appears. If there is a preferred carrier, it appears automatically. (If the test is being routed to a generic lab, the name of the original carrier appears automatically and cannot be changed.) If there is no preferred carrier, a Select One link appears next to Ins.

If the displayed information is correct, go to step d. To change the lab, client, generic client ID, or carrier, or if a Select One link appears anywhere, do one or more of the following:

Tip: If you plan to override the lab, do that first. Otherwise, you might have to specify the client and carrier again after you change the lab.

• Change the lab. If the test should be performed by a different lab, follow these steps:

i Click Override.

The title bar of the Override Test Code Routing dialog box displays the name of the currently selected lab.

ii In the list, click the lab that should perform the test.

The labs that appear in this list vary, depending on which labs can perform this particular test and which labs you can access. The labs are listed in their preferred order of use.

If multiple tests are being sent to the same lab, each one is listed, and you can choose the lab for each test.

Note: If you choose the lab that you were previously accessing, you will not be able to override this choice without removing the test from the order and adding it again.

iii Click Done.

If you chose the original lab, and all of the tests in the order are being sent to that lab, the lab names and related information no longer appear in the Profiles/Tests area, and the tests will be sent to the original lab. Go to step d.

If you chose any other lab, that lab appears in the Profiles/Tests area. If a different test was also being routed to the chosen lab, this test is added to the list of tests for that lab. If there is a preferred client or if you can access only one client at that lab, then that client number appears automatically. (If two tests being sent to the same lab have different preferred clients, the client associated with the first test added to the order is used for both.) If there is no preferred client and you can access more than one client, a Select One link appears next to Client, and you must specify the client.

• Specify the client. If a Select One link appears next to Client, or if you want to change the displayed client, follow these steps:

i Click the Select One or client number link.

ii If the lab is a Quest Diagnostics lab and the Client Search dialog box appears, in the Search By list, click the appropriate option (Name, Number, or Phone), type at least three characters in the adjacent box, and then click Search.

A list of matching clients appears at the bottom of the dialog box. Click the appropriate one.

If the lab is a generic lab and the Select New Client for Tests dialog box appears, in the Client list, click appropriate client.

This list includes all of the clients of the associated Quest Diagnostics lab that support generic orders and have a generic client ID. (A second list for the generic client ID also appears, as described in step iii.)

iii If the lab is a generic lab, in the second Client list, click the appropriate generic client ID. (The word Client is preceded by the name of the generic lab.)

As soon as all of the required clients are chosen, the Select New Client for Tests dialog box closes, and the chosen client number appears in the Profiles/Tests area. If the lab is a generic lab, the client number is followed by the generic client ID in parentheses.

• Specify the generic client ID. If a Select One link appears in parentheses next to a client number, or if you want to change the displayed generic client ID, follow these steps:

i Click the Select One or generic client ID link.

If there is a preferred client, if you can access only one client at the associated lab, or if you previously chose a client, that client name and number appear in the Client list on the Select New Client dialog box. (Otherwise, choose the appropriate client as described previously.)

ii In the second Client list, click the appropriate generic client ID. (The word Client is preceded by the name of the generic lab, such as Lab Corp Client.)

This list includes all generic client IDs that are associated with the displayed client.

As soon as the generic client ID is chosen, the Select New Client for Tests dialog box closes, and the chosen generic client ID appears in parentheses after the client number in the Profiles/Tests area.

• Specify the carrier. If a Select One link appears next to Ins, or if you want to change the displayed carrier, follow these steps:

i Click the Select One or carrier link.

ii In the Carrier list, click the appropriate carrier.

Note: If an appropriate carrier is not listed, you might need to override the lab and choose one that supports the appropriate carrier.

The Select New Carrier for Tests dialog box closes, and the mnemonic for the selected carrier appears in the Profiles/Tests area.

c If multiple tests should be performed at a different lab, repeat step b for each test.

d If the specimen can be stored at different temperatures (such as room temperature, refrigerated, or frozen), in the Profiles/Tests area, click the storage temperature that you plan to use for the specimen for each test.

The default condition is displayed automatically. If only one condition is accepted, only one condition appears in the list.

e If no colored boxes appear in the Profiles/Tests area, go to Complete the Order(s).

If an empty colored box appears next to a test, click that box.

Notes:   • Some clients do not collect specimen type data. For those clients, the specimen type prompt never appears. • For tests associated with the AmeriPath Dermatopathology or AmeriPath Pathology template, you are not prompted to provide any information online during order entry, but a form is printed with the requisition, and you can complete it after you print the requisition.

Tip: You can position the pointer over any box to display a description of the requirements.

All of the tabs on the Verify Order Code Info dialog box (except for the ICR tab) display all of the prompts required for all of the tests in the order. For example, if the order includes two tests, and each test requires AOE data, the AOE tab displays the prompts for both tests. However, the ICR tab displays information about only one test—the one associated with the box that you clicked. If multiple tests have insurance coverage rules (ICR), you must complete the Verify Order Code Info dialog box for the first test, click Save, and then click the dark blue box associated with the other test separately. In addition, for panels, each component of the panel is evaluated individually for ICR compliance. You might have to complete the Verify Order Code Info dialog box multiple times until all of the issues with the panel are addressed.

You must provide all of the required data to be able to file the order.

Notes:   • For clients that collect specimen type data, if a particular test always requires an irreplaceable specimen, the dark orange box is automatically filled (). If you click the box, the Verify Order Code Info dialog box displays a message advising you that the specimen is irreplaceable. The phrase IRREPLACEABLE SPECIMEN will appear on the requisition, and an additional label will be printed for each applicable test and the specimen bag. These labels display the requisition number, client number, patient name, and the word IRREPLACEABLE. • If you select the Specimen Not Collected check box before you click one of the colored boxes, you do not have to provide all of the required AOE or template information. You can simply provide the information that you know and click Save, and you will be able to schedule the order for the future. The colored boxes will be filled, and any information that you provided will appear on the draft requisition. • Depending on the client, you might be able to put the order on hold without providing any AOE or template responses. • Completing the Pap tab and responding to AOE questions that are not flagged with a red asterisk (*) is recommended but not required.

In the Order Codes area, do one of the following:

Note: If you selected the Standing Order check box, or if you plan to put the order on hold, go to Complete the Order(s). You can put an order on hold whether or not you select the Specimen Not Collected check box or provide a date in the Collected: Date box. However, you cannot put the order on hold if you provide a date in the Scheduled: Date box.

• Provide information about the collected specimen:

a Leave the Specimen Not Collected check box cleared.

b If a draw fee should be collected for this order, clear the Draw Fee Not Required check box and make sure that a draw fee code has been added to this order prior to filing the order. If you do not add the draw fee code, a message appears on the Verify Order page indicating that it is required. If a draw fee should not be collected for this order, select the Draw Fee Not Required check box to allow you to place the order without a draw fee code.

Note: For QuestDirect™ consumer-initiated testing orders, the Draw Fee Not Required check box is automatically selected and disabled, as draw fees do not apply. If a draw fee code has been added to a pending order, it must be removed before the order can be filed.

c In the Fasting list, click Yes if the patient fasted prior to having the specimen collected, No if the patient did not fast, or Unknown if you do not know whether or not the patient fasted (for example, if the specimen was dropped off).

Note: If you schedule the order for the future, the fasting status is automatically cleared, and can be specified when the order is filed.

d In the Collected: Date box, type the date the specimen was collected, or click the date on the calendar.

Tip: You can use any of the following shortcuts to specify the date: • Type t for today’s date. • Type y for yesterday’s date. • Type t-# (where # is the number of days prior to today). For example, type t‑5 to specify the date five days prior to today. You can also configure your user profile to use today’s date automatically.

Note: The collection date cannot be more than 186 days old.

e To specify a collection time, in the Time box, type the time that the specimen was collected.

Tips:  • You can configure your user profile to use the current time automatically. • You can type n for the current time. • Twenty-four-hour time is automatically converted to twelve-hour time.

f If a urine specimen was collected, in the Total Volume (ml) box, type the number of milliliters of urine that was collected (if this information does not appear automatically based on your response to an AOE question).

This value must be either a two- to four-digit number, R (for random), or NOTV (for no total volume)

Notes:   • If you typed NG in response to an AOE question, NOTV might automatically appear in this box. When you complete the order, this is not considered a discrepancy. • For some tests, Total Volume (ml) is a required field.

g If multiple urine specimens were collected over a period of time, in the Duration (hrs) box, type the number of hours (if this information does not appear automatically based on your response to an AOE question).

You can type NG or NOTGIVEN if you do not know the duration.

Notes:   • If R or NOTV appears in the Total Volume (ml) box, NG automatically appears in the Duration (hrs) box. • For some tests, Duration (hrs) is a required field.

h If you are placing this order with a generic lab, in the Client list, click the number that the generic lab uses to identify the client. (The word Client is preceded by the name of the generic lab.)

• Schedule specimen collection for the future:

a Select the Specimen Not Collected check box.

b In the Scheduled: Date box, type the date when the specimen will be collected, or click the date on the calendar.

You can optionally use today’s date and simply specify a future time, or even leave the Time box blank.

Tip: You can use any of the following shortcuts to specify the date: • Type t for today’s date. • Type t+# (where # is the number of days after today). For example, type t+14 to specify the date two weeks from today.

c To specify a collection time, in the Time box, type the time that the specimen will be collected.

Tip: You can type n for the current time.

This time will appear automatically in the scheduled orders list, although you can change it as needed. For information about managing scheduled orders, see Managing Scheduled Orders.

d In the Tech Initials box, type the appropriate initials (such as the initials of the phlebotomist who should draw the specimen).

The appropriate response varies from one facility to another.

a Click Attachments at the top or bottom of the page.

Note: The Attachments button appears only if the lab supports this feature. This button becomes active only after you specify a client and retrieve or add a patient.

b In the Attachments dialog box, do one of the following:

• Upload an image or PDF file:

i Click Browse.

ii Locate and select the file.

iii Click Open.

• Scan a document:

i Click Scan Image, or if your scanner supports duplexing, click the appropriate button.

If the attached scanner supports duplexing, you can use the Driver's License, Insurance Card, or Document (2 Sides) buttons to scan a two-sided document, or use Document (1 Side) for a single-sided document. Otherwise, use the Scan Image button to scan one or two sides, as needed.

The Image Scanning Live Preview dialog box appears.

The preview image automatically inverts, and the Scan Image button appears.

A clear image of the card appears on the Image Scanning Live Preview dialog box.

ii Click Scan Image.

iii If the image is acceptable, click Accept.

The Image Scanning Live Preview dialog box closes.

The Attachments dialog box displays a thumbnail of the uploaded or scanned image along with a larger image. The date and time that the image was scanned and your user name appear next to the thumbnail.

If the image is not acceptable, click Reject, make any appropriate adjustments, and then repeat step b.

c Click Close.

Note: You can view the attached images at any time by clicking Attachments again. You can also add and delete images up until the time that you save the order. After you save the order, you cannot delete any image associated with it, but you can add new ones.

a Click Split Order.

If the lab supports this feature, you can complete part of the order now and put part of the order on hold (for example, if the order requires both blood and urine specimens, but the patient was unable to void).

Notes: • If this order contains donor or post-transplant tests in addition to other clinical tests, the Split Order window opens automatically, with the other clinical tests preselected to be split to a separate requisition and placed on hold. Orders containing donor or post-transplant tests should also include a shipping kit code so that expedited FedEx shipping can be used (during normal business hours) to send the specimens directly to the performing lab. • If this is a Blueprint for Wellness order, if it contains any tests that are being routed to a different lab, or if it is being placed with a generic lab, the Split Order button is inactive. Those types of orders cannot be manually split.

b Select the check box for each test that you want to put in a separate held order.

You must select at least one check box, but you cannot select all of them.

c In the list, click the appropriate comment.

This comment applies to all of the selected tests, and will appear on the requisition and in the requisition log for the original order.

Note: For orders containing donor or post-transplant tests, the appropriate comment is selected automatically.

d Click OK.

Notes:   • To prevent a test from being put in the separate held order, click for that test in the Profiles/Tests area. • If you subsequently add a test that is automatically routed to a different lab, none of the tests will be put on hold, and the Split Order button will become inactive. Orders with tests being sent to multiple labs cannot be manually split. However, if you override the primary lab and choose your current lab, the Split Order button once again becomes active, and you can repeat this procedure to split the order.

a Click the AOE tab if not already selected.

b Provide the appropriate information (if it does not appear automatically based on information already contained in the order).

In some cases, a list of previous responses appears as soon as you position the cursor in the box. In other cases, the list appears after you begin typing a certain number of characters. You can type a new response or click an appropriate one in the list. When you choose a response from the list, other dependent fields might be automatically populated with the data that was last used when the listed response was used for this test and client. You can use those responses, type new ones, or clear the data.

Tip: When the cursor is in a response field, any available help for that field appears at the bottom of the dialog box.

Notes:   • Any pre-population of AOE responses based on data from the order occurs only once. If you change or clear any information that appeared automatically, that information will not be pre-populated again. Likewise, if you subsequently change any information in the order, the corresponding changes are not made to the AOE responses. For example, if an AOE response was automatically populated with the patient’s address, and you then change the patient’s address in the order, that change is not made in the AOE response. However, you will be notified of the discrepancy when you complete the order. (This notification also occurs if you change the pre‑populated AOE response but not the corresponding data within the order.) • To delete one of the previous responses from a displayed list, click next to that response in the list. If any dependent responses already appear on the AOE tab, they are not deleted. • Your response might be automatically converted to all capital letters, depending on the lab. • For some AOE questions, only specific types of responses are allowed. For example, a particular question might require a date or a number. Some numeric responses might require a whole number (with no decimal point) or one or two decimal places. If you type an unacceptable response, a message appears; click OK, correct your response, and try again. • If you choose a response from a list, the abbreviated form of that response might appear on the requisition, followed by the response you chose in parentheses. For example, the response Abdomen might appear as ABD (Abdomen) on the requisition. • If two or more tests have the same AOE question, you might not have to provide the same answer twice. If an administrator grouped similar AOE questions, all of the affected tests appear in a single bar, and the common AOE question appears once below them. If a common AOE question is identical for all affiliated tests, then the question is always presented in exactly the same way, no matter which test you ordered first. However, if the question or potential responses are different, the question affiliated with the first ordered test is presented. For example, for order code 3526, a valid response to the AOE question might be any text. For order code 17176, the response to the same question might be restricted to a date. If you added order code 3526 to the order first, then your response to the common question could be any text. If you added the order code 17176 to the order first, then your response would be restricted to a date.

c If there are no other tabs, or if you have completed all of the other tabs (as indicated by a filled box next to each tab name), click Save and then complete the order as described in Complete the Order(s).

a Click the Template tab if not already selected.

b Provide the appropriate information.

The data that you are prompted for varies, depending on which template is associated with each test in the order.

Notes:   • For tests associated with the AmeriPath Oral Head and Neck Pathology template, the requisition will include a diagram where you can manually mark the specimen site. • For tests associated with the Cytogenetics/DNA Genetics Testing template, if you select a check box followed by a black asterisk (*), provide additional information in the Details box.

c If more than one test in the order is associated with a template, click Next Template and Previous Template to move from one template to another. (If only one template has to be completed, the Next Template and Previous Template buttons are inactive.)

If two tests use the same template, only one instance of that template appears. The same responses are used for both tests.

If there are multiple templates, you must complete all of the required fields on each to be able to file the order.

d If there are no other tabs, or if you have completed all of the other tabs (as indicated by a filled box next to each tab name), click Save and then complete the order as described in Complete the Order(s).

a Click the Pap tab if not already selected.

Depending on the lab, one of two Pap templates might appear.

b Provide the appropriate information.

Notes:   • For check boxes marked with a black asterisk (*), additional information is requested but not required. • To obtain the accession number from a previous Pap test, you can search the requisition log. For more information, see Viewing Filed Orders.

c If there are no other tabs, or if you have completed all of the other tabs (as indicated by a filled box next to each tab name), click Save and then complete the order as described in Complete the Order(s).

a Click the ABN tab if not already selected.

The top of the tab displays a list of the tests that triggered the ABN, including a symbol that indicates why each test might not be covered.

b Do one or more of the following:

• Add any additional diagnoses:

i Click Yes, Add Additional Diagnosis Codes for This Date of Service.

ii If there are no other tabs, or if you completed all of the other tabs (as indicated by a filled box next to each tab name), go to the next step.

If you made any other changes on the Verify Order Code Info dialog box (such as providing AOE, template, or Pap data), a message appears, asking if you want to save your changes. Do one of the following:

•

Click Yes to save your changes and go to the Diagnosis box. (Unless you have already scheduled the order for the future as described in Provide Specimen Collection Information, all of the required fields must be completed before you can close the Verify Order Code Info dialog box.)

•

Click No to discard your changes and go to the Diagnosis box.

•

Click Cancel to keep the Verify Order Code Info dialog box open.

iii Specify the diagnosis (as described in Specify a Diagnosis).

Note: If a particular test can be performed only a predefined number of times, the message and empty purple box continue to appear. You must click the box, click No, File Order. A Signed ABN is Required for This Requisition, and submit the signed ABN, even if you added a diagnosis that the payer considers to be medically necessary.

• Include a signed ABN with the requisition:

i Click No, File Order. A Signed ABN is Required for This Requisition.

ii (Optional) If the patient’s preferred language is Spanish, select the Spanish ABN check box. The ABN will appear in Spanish when the order is filed. (If the patient’s Preferred Language was previously set to Spanish, the check box is preselected by default.)

iii Complete the other tabs (if any).

iv Click Save.

Note: If the test is being performed by a third-party lab (such as ProHealth Labs), make sure that the order includes the appropriate order code to ensure that the contact information for the third-party lab appears on the ABN.

A signed ABN must accompany the requisition. The ABN can either be printed and submitted with the requisition, or completed and submitted electronically (if electronic ABN signing is enabled).

• Review the acceptable diagnoses for each test:

i Click Diagnosis Code Reference Guide.

Tip: To return to the previous ABN prompts at any time, click Back.

ii In the Select Test to Display Rules area, click the desired test.

The coverage policy associated with that test opens in a separate window.

iii Review the coverage policy, and then click I Acknowledge to acknowledge that you have reviewed and understand the policy.

The tab displays a list of the diagnoses for which the test is considered medically necessary (supported), or those that are not considered medically necessary (unsupported), if applicable.

Tip: If more than 10 diagnoses are available, click the navigation icons at the top of the list to move from one set of codes to another.

iv To add one of the listed diagnoses to the order, select the check box next to that code. (You can select more than one check box—up to the allowed number of diagnoses, including any that you previously specified—and you can clear any check box at any time.)

v Complete the other tabs (if any).

vi Click Save.

Notes:   • If a particular test can be performed only a predefined number of times, the message and empty purple box continue to appear. You must click the box, click No, File Order. A Signed ABN is Required for This Requisition, and submit the signed ABN, even if you added a diagnosis that the payer considers to be medically necessary. • If the test is being performed by a third-party lab (such as ProHealth Labs), make sure that the order includes the appropriate order code to ensure that the contact information for the third-party lab appears on the ABN.

• Review the general rules under which a test might not be covered:

i Click ABN Rules Documentation in the tab heading.

The tab displays the rules, including the symbol associated with each rule. (One of these symbols appears after each test name at the top of the ABN tab, and when you position the pointer over the purple box in the Profiles/Tests area.)

ii When you have finished reviewing this information, click Back.

c If there are no other tabs, or if you have completed all of the other tabs (as indicated by a filled box next to each tab name), click Save and then complete the order as described in Complete the Order(s).

a Click the ICR tab if not already selected.

b Take the appropriate action:

• The test is not covered. When a particular test is not a covered service for the insurance plan selected, the Tests Are Not Covered Services for the Insurance Selected message appears.

Do one of the following:

• Order a different test. If there are other medically appropriate tests for the patient’s condition, click Yes, Modify Order Codes for This Date of Service.

If there are no other tabs, or if you completed all of the other tabs (as indicated by a filled box next to each tab name), you can make the appropriate changes to the order (as described in Specify a Test and/or Specify a Diagnosis).

If you made any other changes on the Verify Order Code Info dialog box (such as providing AOE, template, or Pap data), a message appears, asking if you want to save your changes. Do one of the following:

•

Click Yes to save your changes and go to the Order Code box.

•

Click No to discard your changes and go to the Order Code box.

•

Click Cancel to keep the Verify Order Code Info dialog box open.

• Acknowledge that the test is not covered. If there are no other medically appropriate tests for the patient’s condition, click No, I acknowledge this service is not a benefit of the program.

You can complete the other tabs (if any). When you have finished, click Save. You can proceed with the order, but the guarantor might be responsible for paying for the test.

• Review the covered tests: To view a list of tests that are covered by the carrier, click View Covered Services Policies.

Tip: To return to the previous ICR prompts at any time, click Back.

If more than 10 covered tests are available, you can click the navigation icons at the top of the list to move from one page to another.

If you select one of the listed check boxes and then click Save, the selected test appears in the Profiles/Tests area. However, the original test is not removed unless you remove it from the order manually (as described in Specify a Test).

If the order already contains the maximum allowed number of order codes, the selected code is not added, and a message appears. One of the existing codes must be removed before another can be added.

• The test is covered only for specific diagnoses. When a particular test is covered only for specific diagnoses, the Limited Coverage Policies for Tests Not Currently Satisfied message appears.

Do one of the following:

• Provide a different diagnosis. If there are other medically appropriate diagnoses in the patient’s chart for the patient’s condition, click Yes, Add Additional Diagnosis Codes for This Date of Service.

If there are no other tabs, or if you completed all of the other tabs (as indicated by a filled box next to each tab name), you can add any appropriate diagnoses (as described in Specify a Diagnosis).

If you made any other changes on the Verify Order Code Info dialog box (such as providing AOE, template, or Pap data), you are prompted about saving your changes. Do one of the following:

•

Click Yes to save your changes and go to the Diagnosis box.

•

Click No to discard your changes and go to the Diagnosis box.

•

Click Cancel to keep the Verify Order Code Info dialog box open.

When an appropriate diagnosis is added to the order, the message prompting you to respond to the ICR and the empty dark blue box next to the test name no longer appear.

• Acknowledge that the diagnosis does not meet the requirements. If there are no other medically appropriate diagnoses for the patient’s condition, click No, I acknowledge this diagnosis does not meet the requirement.

Note: For some carriers, when you choose this option and complete the order, the patient must sign an Advance Written Notification (AWN). The AWN can either be signed and submitted electronically (if enabled), or printed, signed, and sent to the lab along with the specimen. If the patient’s preferred language is Spanish, select the Spanish AWN check box. The AWN will appear in Spanish when the order is filed. (If the patient’s Preferred Language was previously set to Spanish, the check box is preselected by default.)

You can complete the other tabs (if any). When you have finished, click Save. You can proceed with the order, but the guarantor might be responsible for paying for the test.

• Review the supported or unsupported diagnoses. To view a list of diagnoses for which the ordered test would be considered medically necessary (supported) by the insurer, or those that are not considered medically necessary (unsupported), click View Insurance Limited Coverage Policies, and then click the desired test.

Note: Supported diagnosis codes are only shown for commercial insurance carriers that have a limited coverage policy on file; otherwise, the View Insurance Limited Coverage Policies button does not appear.

The coverage policy associated with that test opens in a separate window. Review the coverage policy, and then click I Acknowledge to acknowledge that you have reviewed and understand the policy.

The tab displays a list of the supported or unsupported diagnoses.

Tip: To return to the previous ICR prompts at any time, click Back.

If more than 10 diagnoses are available, you can click the navigation icons at the top of the list to move from one page to another.

If you select one of the listed check boxes and then click Save, the selected diagnosis appears in the ICD Diagnosis Codes area, and the message prompting you to respond to the ICR and the empty dark blue box next to the test name no longer appear.

• The test is deemed non-medically necessary. When a particular test is deemed experimental, investigative, and unsupported (EIU), the Non-Medically Necessary Tests Ordered - No Covered Dx Codes message appears.

Do one of the following:

• Acknowledge that the test is not covered. If the patient agrees to take responsibility for payment for the EIU test, click I acknowledge that this test will not be covered by the Insurance Carrier.

You can complete the other tabs (if any). When you have finished, click Save. You can proceed with the order, but the guarantor might be responsible for paying for the test.

• Review the supported diagnoses. To view a list of diagnoses for which the ordered test would be considered medically necessary (supported) by the insurer, click View EIU Policies, and then click the desired test.

The coverage policy associated with that test opens in a separate window. Review the coverage policy, and then click I Acknowledge to acknowledge that you have reviewed and understand the policy.

The tab displays a list of the supported diagnoses.

Tip: To return to the previous ICR prompts at any time, click Back.

If more than 10 diagnoses are available, you can click the navigation icons at the top of the list to move from one page to another.

If you select one of the listed check boxes and then click Save, the selected diagnosis appears in the ICD Diagnosis Codes area, and the message prompting you to respond to the ICR and the empty dark blue box next to the test name no longer appear.

• The test requires a secondary diagnosis. For some limited coverage tests, a secondary diagnosis is required. When this occurs, the Secondary Diagnosis Policies for Tests Not Currently Satisfied message appears.

Do one of the following:

• Provide a secondary diagnosis. If there are additional medically appropriate diagnoses in the patient’s chart for the date of service, click Yes, Add Additional Diagnosis Codes for This Date of Service.

If there are no other tabs, or if you completed all of the other tabs (as indicated by a filled box next to each tab name), you can make the appropriate changes to the order (as described in Specify a Diagnosis).

If you made any other changes on the Verify Order Code Info dialog box (such as providing AOE, template, or Pap data), you are prompted about saving your changes. Do one of the following:

•

Click Yes to save your changes and go to the Diagnosis box.

•

Click No to discard your changes and go to the Diagnosis box.

•

Click Cancel to keep the Verify Order Code Info dialog box open.

When an appropriate secondary diagnosis is added to the order, the message prompting you to respond to the ICR and the empty dark blue box next to the test name no longer appear.

• Acknowledge that the diagnosis does not meet the requirements. If there are no other medically appropriate diagnoses for the patient’s condition, click No, I acknowledge this diagnosis does not meet the requirement.

You can complete the other tabs (if any). When you have finished, click Save. You can proceed with the order, but the guarantor might be responsible for paying for the test.

• Review the supported and unsupported secondary diagnoses. To view a list of supported secondary diagnoses, or the unsupported secondary diagnoses, click View Insurance Secondary Diagnosis Policies, and then click the desired test.

The coverage policy associated with that test opens in a separate window. Review the coverage policy, and then click I Acknowledge to acknowledge that you have reviewed and understand the policy.

The tab displays a list of the supported or unsupported secondary diagnoses.

Tip: To return to the previous ICR prompts at any time, click Back.

If more than 10 diagnoses are available, you can click the navigation icons at the top of the list to move from one page to another.

If you select one of the listed check boxes and then click Save, the selected diagnosis appears in the ICD Diagnosis Codes area, and the message prompting you to respond to the ICR and the empty dark blue box next to the test name no longer appear.

c If there are no other tabs, or if you have completed all of the other tabs (as indicated by a filled box next to each tab name), click Save and then complete the order as described in Complete the Order(s).

a Click the Specimen Type tab if not already selected.

b If a Yes/No prompt appears, click Yes if the specimen is blood, serum, plasma, urine, sputum, a throat or nasopharyngeal sample, or any type of swab. Click No if it is any other type of specimen.

If you click No for any of the tests, or if there is no Yes/No prompt (indicating that the specimen is always irreplaceable), the phrase IRREPLACEABLE SPECIMEN will appear on the requisition, and an additional label will be printed for each applicable test and the specimen bag. These labels display the requisition number, client number, patient name, and the word IRREPLACEABLE.

c If there are no other tabs, or if you have completed all of the other tabs (as indicated by a filled box next to each tab name), click Save and then complete the order as described in Complete the Order(s).