Order Tests Page Field Descriptions

Select a Client & Profile

Drop-down list	Additional Details
Client Name	Clients for whom you are ordering tests.
Profile Name	Profile against which you are ordering tests.
Kit ID drop-down list	This field contains kit IDs and is available if the profile is tied to an order template that has Kit ID turned on. It is made available when a profile with a kit is selected, and when available it is required. If the selected kit is configured for a single test, the selection in this field will populate the Line Item, Test, and Matrix values. Note: This list does not include expired kits.

Drop-down list

Additional Details

Client Name

Clients for whom you are ordering tests.

Profile Name

Profile against which you are ordering tests.

Kit ID drop-down list

This field contains kit IDs and is available if the profile is tied to an order template that has Kit ID turned on. It is made available when a profile with a kit is selected, and when available it is required. If the selected kit is configured for a single test, the selection in this field will populate the Line Item, Test, and Matrix values.

Note: This list does not include expired kits.

Enter Related Patient Information

Note: Based on the configuration of the profile you have selected, this section (or specific fields in this section) may not be available.

Field	Additional Details
Search for existing patient	Search field that allows partial searching based on a variety of search criteria to locate patient information. Text box contains instructional text for the acceptable search criteria as follows: My Sample ID/MRN - your patient identifier or Medical Records Number. Social Security # - patient's social security number. Patient Name - patient's first or last name.
Patient DOB	You can optionally add the patient's date of birth using the calendar icon or manually using the format in the text box.
Search button	Triggers the entered search criteria. The button is enabled after at least two characters are entered in the search field.

Field

Additional Details

Search for existing patient

Search field that allows partial searching based on a variety of search criteria to locate patient information. Text box contains instructional text for the acceptable search criteria as follows:

My Sample ID/MRN - your patient identifier or Medical Records Number.
Social Security # - patient's social security number.
Patient Name - patient's first or last name.

Patient DOB

You can optionally add the patient's date of birth using the calendar icon or manually using the format in the text box.

Search button

Triggers the entered search criteria. The button is enabled after at least two characters are entered in the search field.

Existing Entry

Fields	Additional Details
Sample ID/MRN	ID of the sample or the patient's medical record number.
Social Security #	Patient's social security number.
Last name / First name / Middle name	Last name, first name, middle name, and maiden name of the patient.
Date of birth	Patient's date of birth. See: Enter Dates and Times for details on how to enter dates and times in LabOnline.
Race drop-down list	Patient's race.
Ethnicity drop-down list	Patient's ethnicity.
Gender drop-down list	Patient's gender.
Parent/Guardian	Patient's parent or guardian.
Address / Address 2 / Zip code / City / State / Phone / Email	Contact information for the patient.

Enter Additional Patient Information

This section contains additional information for the patient. The collapsible panel indicates if additional information is available. If the patient has no assigned additional information, the panel is disabled and cannot expand.

Insurance Information

Field	Additional Details
Carrier drop-down list	Name of the insurance carrier.
Level drop-down list	Hierarchy across multiple insurance policies.
Group	Code used for group coverage.
ID	Individual's insurance ID.
Responsible party first name	Responsible party's first name.
Responsible party last name	Responsible party's last name.
Responsible party DOB/SSN	Responsible party's date of birth or social security number.
Relationship to patient drop-down list	Insured subscriber's relationship to the patient

Enter Additional Patient History Information

Note: Based on the configuration of the profile you have selected, this section may not be available.

Referral Information

Field	Additional Details
Referral drop-down list	Person who referred the patient. If the name of a referring party is not available in the drop-down list, type the name of that individual. This information will be saved to Special Instructions.
Referral type drop-down list	Type of professional referring the patient. Examples include a doctor referral or a caseworker referral.
Received	Date of the referral. See: Enter Dates and Times for details on how to enter dates and times in LabOnline.

Field

Additional Details

Referral drop-down list

Person who referred the patient. If the name of a referring party is not available in the drop-down list, type the name of that individual. This information will be saved to Special Instructions.

Referral type drop-down list

Type of professional referring the patient. Examples include a doctor referral or a caseworker referral.

Received

Date of the referral.

See: Enter Dates and Times for details on how to enter dates and times in LabOnline.

Medication Information

Field	Additional Details
Medication drop-down list	Name of the medication. If a medication is not available in the drop-down list, type the name of the medication. This information will be saved to Special Instructions..
Dosage	Patient's usual dosage of this medication.
Units drop-down list	Dosage unit of the medication.
Frequency drop-down list	Frequency that the patient takes the dosage.

Add Samples & Tests

Fields	Additional Details
Sample ID	ID of the sample. Based on the configuration of the profile you have selected, this field may not be available.
Line item drop-down list	Sample's profile line item, which defines the matrix, turn code, tests, and any special pricing.
Test Reason drop-down list	Reason for the test.
Collection Site drop-down list	Lists facilities that are set up as collection sites to which the logged samples are associated. Note: This field has to be configured on the order template for it to be visible and is required when configured.
Collector drop-down list	Name of the collector.
Collected date / Collected time	Date and time the sample was collected. See: Enter Dates and Times for details on how to enter dates and times in LabOnline.
Special instructions box	Any special instructions associated with a requisition.

Samples Grid

Fields	Additional Details
	The number under the blank column - indicates the position of the sample.
Matrix	Sample's matrix.

Samples Detail

Fields	Additional Details
Tests	Name of tests associated with the sample. See: Edit or Add Tests for additional information.
Special Instructions	Any special instructions or notes.

Fields

Additional Details

Tests

Name of tests associated with the sample.

See: Edit or Add Tests for additional information.

Special Instructions

Any special instructions or notes.

Enter Additional Information

The options in this section are determined by the line item and tests you have selected. This section may be unavailable if no auxiliary information is required.

Patient Approval

See: Capture Patient Signature for details on this section of the page.