Specify a Test
1 Do one or more of the following to specify the order codes (up to the maximum number supported by the lab):
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Notes: • The Profiles/Tests area indicates how many order codes are currently in the order. • If you selected the Companion check box (as described in Specify Standing Order Details), 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. |
• Select one or more favorite tests. Click the appropriate tab and select the check box next to each appropriate test, or click Select All to add all of the listed tests to the order.
The 15 most frequently used tests appear on the Client Favorites tab.
If you select a custom profile, all of the individual order codes associated with that profile appear in the Profiles/Tests area. (Custom profiles appear in blue.)
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Notes: • If the number of order codes associated with a selected profile combined with the number of order codes already specified exceeds the number of order codes allowed, a message appears when you select the profile, and none of the codes are added. You can select a profile only if that profile contains no more than the number of codes allowed. • If the tab contains more than the number of order codes allowed, if the number of order codes on the tab and the number of order codes associated with any profiles on the tab exceed the number allowed, or if the number of codes on the tab combined with the already specified codes exceed the number allowed, a message appears when you click Select All, and none of the codes are added. You can use this feature only if the order codes associated with the tab do not exceed the maximum allowed number of codes. • You can manage your favorite tests from this page. For more information, see Manage Favorites via Order Entry. |
a In the Order Codes box, type a complete or partial code or name for a test or predefined panel.
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.
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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. |
b 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 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 Order Codes area. If you did not include an asterisk, the specified search string is highlighted in yellow.
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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 • 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. |
c Select the check box next to each appropriate test.
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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. |
• 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.
appears next to the order code in the Profiles/Tests area. Position the pointer over this symbol to view the message.
to the right of the order code in order to split an order code or codes from the profile and place them on hold.2
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.
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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 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.
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Note: If a test is being routed to a generic lab, you cannot put the order on hold. To put the order on hold, you must specify a non-generic lab for the test, as described later. In addition, if you schedule specimen collection for the future, only those tests that are not being routed to a generic lab will be put on the scheduled orders list. Any tests that are being routed to a generic lab will be filed. |
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 4. 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:
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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:
a Click Override.
The title bar of the Override Test Code Routing dialog box displays the name of the currently selected lab.
b 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.
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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. |
c 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 4.
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:
a Click the Select One or client number link.
b 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 c.)
c 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:
a 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.)
b 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:
a Click the Select One or carrier link.
b In the Carrier list, click the appropriate carrier.
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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.
3 If multiple tests should be performed at a different lab, repeat step 2 for each test.
4 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.
5 If no colored boxes appear in the Profiles/Tests area, go to
If an empty colored box appears next to a test, click that box.
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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. |
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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
You must provide all of the required data to be able to file the order.
). If you click the box, the Verify Order Code Info dialog box displays a message advising you that the specimen is irreplaceable.6 Go to one of the following sections, depending on what is appropriate for this order:
