Add or Edit Patient Information
1 Do one of the following:
• In the menu bar, click Setup > Patient Registration.
• In the menu bar, click Order Entry, and then select the Patient Registration check box.
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Notes: • The Setup and Order Entry menus appear only if you can place orders with your current lab. • For contracted phlebotomists, the Setup menu does not appear, but you can register patients via the Order Entry page. • If the Check-In Queue page appears when you click Order Entry, click Order Entry on that page and then select the Patient Registration check box. |
2 To manage patient information for a lab other than the one you are currently accessing, in the Lab list, click the name of the appropriate lab.
Only labs with which you can place orders are listed.
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Note: The Lab list appears only if you can access more than one lab. |
3 Specify the appropriate client (as described in step 4 in Initiate an Order).
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Note: If you are adding a new patient, you must specify the client before you can save the new patient information. |
You can specify only a client for which an administrator has enabled orders.
4 Add or retrieve the patient (as described in step 1 in Retrieve or Add a Patient).
If you have confirmed that the displayed information represents the current patient but is not correct, you can edit the existing patient; otherwise, click New to add a new patient. If you click New, any patient data that previously appeared in the Patient Information area is cleared, and the Edit Patient Information dialog box appears.
To edit the existing patient, do the following:
a Click Edit.
b Update any of the available fields as applicable.
c To save your changes, click OK.
d When prompted, review the changes and click Confirm to confirm the changes as shown. Otherwise, click Edit to return to the Edit Patient Information window to make any needed changes, or click Cancel to continue with no changes to the patient’s demographic information.
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Note: If the patient selects Spanish when they check in using the Check-In kiosk, the Preferred Language is automatically set to Spanish. Otherwise, it is set to English by default. |
You can also click 
to clear the displayed demographic information and start again. (This does not delete the patient from the system.)
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Notes: • The Order option does not appear in the Search By list during patient registration. • If you retrieve a patient via a bridge, that patient is saved in the eLabs patient database as soon as you click OK on the Bridge Information dialog box, even if you subsequently click Cancel on the patient registration page. • If you retrieve a patient with an insurance carrier that must change based on the location of the client or facility, a message advises you of the change. • If you change the patient’s name, the client receives notification of the change through comments on the test results report (if the lines available for comments are not used to provide other information). The comment is included in the first report that is sent for that patient after the change has occurred; subsequent reports do not contain the comment. |
5 In the Order Details area, in the Bill Type list, click the party responsible for paying for the test (Client, Patient, or Insurance).
The options that are available vary, depending on the selected client. The default bill type associated with the client appears automatically. If you retrieved an existing patient, the bill type associated with that patient appears automatically (if the selected client supports that bill type).
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Note: If the patient uses a special pricing program (such as the Uninsured Patient Program, a QuestCares® Offering), or if the lab uses a specially configured carrier for patient pricing, click Insurance. |
6 If Bill Type is set to Patient or Insurance, in the Relation list, click the relationship of the patient to the guarantor or insurance holder.
For example, if the patient is the child of the guarantor or insurance holder, you would click Dependent.
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Note: If Bill Type is set to Client, the Relation list does not appear. |
7 Add or edit the insurance and guarantor information, if applicable.
For more information, see steps 1–5 in Add or Edit Insurance Information and steps 1–3 in Add or Edit Guarantor Information.
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Note: During patient registration, the selected lab, client, and carrier will remain the same. However, when an order is placed for this patient, the lab, client, and carrier might change automatically based on the patient’s insurance carrier. |
8 Click Save.
9 If the information displayed on the Verify Patient Registration page is correct, click Save.
If any of the displayed information is incorrect, click Edit in the appropriate area. If you click Edit in the Order Information area, the patient registration page appears again, and you can make the necessary changes and then click Save again. If you click Edit in any of the other areas, the appropriate dialog box appears, and you can make the necessary changes. When you click OK or Cancel, the Verify Patient Information page appears again, and you can then click Save.
