Manage a Held Order via Order Entry

1 In the menu bar, click Order Entry.

Note: The Order Entry menu appears only if you can place orders with your current lab.

If the Order Entry page appears, go to step 2. If the Check-In Queue page appears, click Call Next Patient and then go to step 3.

Notes:

• The Check-In Queue page appears only if your current facility supports this feature. For information about changing your facility, see Changing the Facility.

• If the information provided by the patient at the Check-In kiosk is incorrect (for example, if there was a typo in the patient’s name), click Cancel on the Patient Search - Advanced Results dialog box. On the Check-In Queue page, click Order Entry and then go step 2.

• For more information about using the Check-In Queue, see Initiate an Order.

2 Retrieve the patient (as described in Retrieve or Add a Patient).

Notes:

• If you have an active bridge, do not search by the patient ID. This bypasses the Patient Search - Advanced Results dialog box.

• If the patient is not found, click the link at the top of the Patient Search - Advanced Results dialog box. (This link does not appear for IOPs or contracted phlebotomists, or if you searched by Health ID or requisition number.) The Requisition Hold List page appears, and the first field is populated with the information you provided. You can then specify a client and search for the held orders. This can help you find third-party orders or other held orders that might not have a correct patient date of birth. For more information, see Manage a Held Order via the Hold List.

• You can access generic held orders only if the Include Generic (Held, Scheduled, Standing) check box is selected in your user profile.

3 In the list of patient search results, click next to the patient whose held order you want to manage.

For more information about the displayed pending orders, see Working with the Patient Search - Advanced Results or the Patient Search - Pending Orders for Client Dialog Box.

4 Do one of the following:

• File or edit a held order:

a In the Action column, click for the held order that you want to file or edit.

The Order Entry page displays all of the information contained in the order, and the bar at the top of the page displays the requisition number being accessed.

Notes:

• If the order is currently being accessed by someone else, appears next to the order status on the Patient Search - Advanced Results dialog box. If you position the pointer over this symbol, the person’s user name appears, along with the date and time that the person accessed the order. (This symbol can also appear if someone accessed the order and then closed the browser without logging out.)

If you click the edit icon for a locked order, a prompt appears, asking if you want to override the lock; click OK. You can file or edit the order, but only the last changes made to the order are implemented.

• If appears for a particular patient, clicking might automatically change the lab and client to the appropriate ones, and you will not be able to use accessioning.

b If the order is a third-party order with a future collection date, a prompt appears, asking if you want to continue. In the Comment box, type the reason why you are filing or editing the order at this time, and click OK.

After the order is filed, this comment appears in the requisition log in the audit history for this order.

c If you are prompted to choose a lab for the order, click the appropriate one and then click OK.

d If a message indicates that the order cannot be redirected, do one of the following:

• If you were previously prompted to choose a lab and you want to try to send the order to a different lab, click OK and then open the order again. You can also click OK if you simply want to proceed without printing information about the pending order.

• If you want to see information about the pending order, click Print Patient Pending Info. When the Print dialog box appears, click Print, or click Cancel to review the information before printing it. You might be able to use this information to create a new order for a lab that you can access.

e 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.

f Make any appropriate changes to the order.

You can typically change any aspect of the order except the lab, client, or patient’s SSN or patient ID. For some clients, you cannot change an existing lab reference ID. You also cannot remove the patient, although you can search for a different one.

For redirected orders, the original client appears in the Additional Copies area, and you cannot remove or edit it. You also cannot remove or edit any other recipients from the original order, change the carrier to a generic carrier, or schedule the order for the future.

For more information, see Placing an Order.

Notes:

• If the Redirect Order button appears, and you want to send the order to a different lab, click that button, click the appropriate lab in the list, and then click OK.

If you made any changes to the order before clicking Redirect Order, a message advises you that your changes will be lost. Click OK to proceed with redirecting the order, or click Cancel to retain your changes and complete the order with the original lab.

If the order cannot be processed at the chosen lab, a message advises you of this. Click OK to complete the order with the original lab.

• If any AOE, template, ABN, or ICR prompts were completed before the order was put on hold, those responses are retained, but empty boxes still appear in the Profiles/Tests area to encourage you to verify the previous responses. (You are also encouraged to review the Pap responses, although the Pap box is filled.)

• If this order was manually split from another order, the Report Comments box displays the date that the original order was split and the requisition number(s) associated with the original order.

• If this order was transferred from the requisition log, the Internal Comments box displays the requisition number associated with the original filed order. (If the filed order included its own internal comments, the requisition number is appended to the end of those comments.)

• If the order contains merged information from other duplicate pending orders that were eligible to be placed the same day, the merged requisition numbers will be listed, along with a count of the duplicate test codes that were deleted.

• If the order includes only ICD‑9 codes, and there is a one-to-one correspondence between an ICD-9 code and an ICD‑10 code, the corresponding ICD-10 code automatically replaces the ICD-9 code. Any ICD-9 codes that do not have a single corresponding ICD-10 code are retained in the order and identified as written diagnoses on the requisition when you file the order.

• If the lab supports adding attachments, you can add new images (up to a total of ten images or the equivalent of 4MBs), but you cannot delete any images that were added when the order was put on hold. For more information, see Add Attachments.

• For Blueprint for Wellness orders, you can use accessioning only if the lab originally specified in the third-party order and the lab that performs the tests are the same, and only if both the lab and your current facility support accessioning. If these criteria are not met, the Request Accession Number check box does not appear on the Order Entry page.

• You cannot manually split consumer orders (including Blueprint for Wellness orders).

• For redirected and nationwide orders, confirm the bill type with the patient. If the carrier mnemonic at the original lab does not match the mnemonic at the performing lab, choose the appropriate carrier. (The insurance ID and other related information is retained.)

• If an external system sent more than the maximum allowed number of order codes, a message indicates which codes were ignored. You can manually create a separate order for the ignored codes.

• For third-party orders that have a future specimen collection date, the projected date that appears on the Patient Search - Advanced Results dialog box does not appear on the Order Entry page. Unless you are putting the order back on hold, provide the appropriate collected or scheduled date.

• If the order includes an alternate order code, that code is automatically replaced with the primary order code. In addition, if you add an alternate order code, it is automatically replaced with the primary code.

g If one or more order codes are invalid, those codes appear in bold red text in the Profiles/Tests area, preceded by . In the adjacent list, click the option that indicates how you handled each code. If none of the options is appropriate, click Other, type your response on the Reconcile dialog box, and click OK.

When an invalid order code is reconciled, appears next to the code. You cannot file the order until you have reconciled all of the invalid codes.

h If a held order was placed without a draw fee and a draw fee is required at your facility, you are required to add one or to select the Draw Fee Not Required check box before you can file the order.

i Do one of the following:

• To print the requisition and labels, remove the order from the hold list, and send it to the lab electronically (if appropriate), click File.

• To save your changes and keep the order on the hold list, click Hold.

• To discard your changes and keep the order on the hold list, click Cancel.

Notes:

• If you split the order manually before clicking File, the specified tests are put in a separate held order, and a requisition is generated for the rest of the tests. (If you split the order and then click Hold, all of the tests are kept in the same held order; no splitting occurs.)

For redirected and nationwide orders, the specified tests are put on hold for your current lab, not the original lab.

• If you retrieved a Blueprint for Wellness order, the requisition includes the name of the lab that will perform the tests. If that lab differs from the lab originally specified in the order, a message appears about sending the order to the appropriate lab. You should send the specimen and requisition to the lab that you normally use, and that lab will send this material to the appropriate lab.

In addition, for certain Blueprint for Wellness orders, an additional information page might be printed with the requisition, which you must give to the participant. If a Terms of Service page is also printed, have the participant sign the page and return it to you to include with the requisition.

• If you did not reconcile all of the invalid order codes, a message appears on the Verify Order page when you click File or Hold. You must either reconcile all of the invalid order codes, or click Previous on the Verify Order page and then click Cancel on the Order Entry page to return to the hold list.

• For redirected and nationwide orders, the Hold button does not appear. You can only file the order or cancel your changes.

j If you collected a specimen for a patient from the Check-In Queue, click Done for the appropriate patient.

• Delete a held order:

a In the Action column, click for the held order that you want to delete.

Note: You can delete held orders only for your assigned labs. If the Search Nationally check box is selected, the delete icon does not appear next to any redirected or nationwide orders.

b When the confirmation message appears, click OK.

Note: If the held order is no longer available (for example, if it was filed by someone else after you opened the Patient Search - Advanced Results dialog box), a message advises you of this. Click OK. The order is removed from the list.