Provider Workflows

In-Office Labs – Same Day Labs

  1. Order the lab in a visit or phone note
  2. Assign the lab order to the Nurse / MA user
  3. Look for a Results Ready status on the schedule screen when labs are complete

    4. In-Office Labs – Overnight Labs

  4. Order the lab in a visit or phone note
  5. Click the Add Task button
  6. Choose the task type Prepare Specimen and assign the task to the Nurse / MA user
  7. Find the result in the Signing queue, create a followup task if needed, and click Sign

Ordering a Send Out Lab

  1. Order the lab in a visit or phone note
  2. Choose the task type Collect Specimen or Requisition Needed
  3. Assign the task to the Nurse / MA user
  4. Find the results in the Signing queue, create a followup task if needed, and click Sign

Referrals

  1. Order the referral in a visit or phone note
  2. Type information about the referral into the Result note box (eg: ICD10 code, reason for referral, timeframe for referral)
  3. Choose the task type Referral Needed
  4. Assign the task to the Referral Coordinator user
  5. Find the result in the Signing queue, create a followup task if needed, and click Sign

Radiology

  1. Order the radiology order in a visit or phone note
  2. Type information about the radiology order into the Result note box (eg: ICD10 code, reason for appointment, timeframe for appointment)
  3. Choose the task type Imaging Needed
  4. Assign the task to the Nurse / MA user
  5. Find the result in the Signing queue, create a followup task if needed, and click Sign

PPD

  1. Order a PPD in Lab Orders
  2. Assign the order to the Nurse / MA user
  3. If the results are negative: find the result in the Signing queue, create a followup task if needed, and click Sign
  4. If the results are positive: look for the patient to appear on your schedule screen as a sick visit
  • Last modified: October 14, 2020