Watch the quick tutorial video to learn how to create new orders and collect on samples!
Step-by-Step Instructions
- To start, click on the Patients link in the left navigation. This will display a list of patients that are setup for your organization
- Second, ask the patient (whom you are creating the order or collecting the sample for) to identify them self with a valid ID (for example a Driver License or State ID)
- Search for the patient by typing their name in the search field
- Confirm the date of birth for the patient by clicking on the name of the patient in the patient list. This will display the patients' profile page. You can ask the patient for additional profile information such as email address. This is to make sure that you have selected the right patient in the system
- Click on New Order button. This will display the test ordering section of the platform
Open Orders
- The Open Orders section of this page displays the list of tests which the patient has completed the pre-screening health questionnaire for. This is important: this section will not be displayed if the patient has not completed the screening health questionnaire!
- In the Open Order section, click on the test which you are about to collect sample for
- The “Health History” section should already be answered and you should see a green check mark next to the “Health History”. If the green check mark is missing, please expand the “Health History” section by clicking on the arrow of that section and fill in all required health questions based on patients' answers.
New Orders
- The New Orders section of this page displays list of test that are available on the platform
- In the New Orders section, click on the test which you are about to collect sample for
- Expand the Health History section by clicking on the arrow of that section and fill in all required health questions based on patients' answers
Final Steps
- Collect the sample from the patient
- Expand the Kit Registration section and enter the sample collections device barcode number. You can also click on the Show Instructions button for additional instruction on the sample collection process
- Click the Submit button to complete the Kit registration process
- In the Order Authorization section, review the disclaimer in detail and click on the check box to agre
- Clicking on the Submit button will display two different options “Submit for Physician Review” or “Final Approve and Submit”
- “Submit for Physician Review” will create an order that needs a physician approval before the requisition form is generated
- “Final Approve and Submit” will create and order and generate a requisition from at the same time.
- Choose the options best fitted to your order
- Your order is now created and you can view the status of the order in patients “Order History”