Have Additional Copies of the Results Sent
1 In the Additional Copies area, click Add Recipients.
2 On the Additional Copies dialog box, specify who should receive a copy of the test results:
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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 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. |
a 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.
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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. |
b 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 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.
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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. |
b Select the check box next to the appropriate recipient.
c 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.
d 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:
a Click the Search Lab’s Data tab.
b In the Search By list, click the appropriate option (Client Name/Number, Client Phone, or Physician Name).
c 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.
d 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.
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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.e Select the check box next to the appropriate recipient.
f 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.
g 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.
h 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 Click the Add New tab.
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Note: The Add New tab appears only if the lab supports sending test results by mail, fax, or Direct messaging. |
b 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.
c To send the test results to the patient, select the Use Patient Info check box.
The available patient information appears in the subsequent fields.
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Note: If you chose Direct Messaging in the Delivery Method list, the Use Patient Info check box is inactive and cannot be selected. |
d Complete the required fields, which vary depending on the chosen delivery method.
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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. |
e Click Add To List.
The recipient appears in the Recipients area, and each specified delivery method is selected automatically.
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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 3). • 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 • All results delivered to a Direct messaging recipient include a cover sheet that identifies the ordering client, performing lab, and requisition number. |
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.3 Do one or more of the following:
• To add more recipients, repeat step 2 for each recipient.
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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.
4 Depending on what is appropriate for this order, go to one or more of the following sections:
• Add or Edit Insurance Information
• Add or Edit Guarantor Information
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Notes: • If Bill Type is set to Insurance, insurance and guarantor information are required. • If Bill Type is set to Patient, guarantor information is required. (If Relation is set to Self, the patient demographic information is automatically used as the guarantor information.) |
If you do not have to complete any of those tasks, click Next and go to one of the following sections, depending on what is appropriate for this order:
• Verify Insurance Eligibility
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Notes: • Eligibility verification occurs only if your user account was configured by an administrator to perform this action, and Bill Type is set to Insurance, and the patient’s primary or secondary carrier has provided eligibility data. • A diagnosis might be required, depending on the client or insurance carrier. |
