Choose each test you wish to be preformed from pick lists
3
Click on each additional test you want to order.
4
Click in the Notes field
5
Type in when you would like these due or drawn. EX: Actual dates 5/15/24, May of 24, 3 months etc. Can use " for addtional tests if they are to all be drawn at the same time. Can also Copy first note and paste into other tests note fields.
6
On the Plan Tab enter when this patient is to return for the follow up visit (this example 3 months)
7
Use the magnifying glass to open the pick list, or in the field you can type "Lab" then the magnifying glass to search the list.
8
If you did not type in "Lab" then search, when the search box comes up, type in "Lab" in the name then search.
9
you should see "Labs 1 week before follow up" on pick list. Click to choose
10
Enter any other items needed in the plan and click OK to close your note.
11
OPTION #2 to add DUE date to the Ordered tests.
Option # will become useful at future point to be able to send reminders to the Portal.
12
Once you have ordered your Laboratory tests, click on the Test/CPT blue hyperlink.
13
Click on the Order Tab
14
On the Due Date, choose the date you would like the labs drawn or collected. You can use the magnifying glass to open the calendar and progress to the date, or type in the date using the correct format.
15
Use the arrows to advance calendar to appropriate date
16
Once to the appropriate date, click the day and ok to choose it.
17
Click "OK" to close this order date
18
Do the same for each order you want to be drawn on the future date by clicking on the "Test/CPT" code
19
Click "Wednesday, May 15, 2024 selected." Select same date for all orders you wish to have drawn together.