Lab Draws- Phlebotomist process Laboratory orders and billing for the Venipuncture

This guide provides step-by-step instructions for the process of lab draws and phlebotomist activities, including laboratory orders and billing. It offers a detailed walkthrough of the necessary clicks and actions to be taken, making it a valuable resource for anyone involved in this process.

Catherine Caz Zuniga
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29 steps
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3 minutes

Option #1. Searching for a lab draw by going to XX Lab Group 3 days Message box: Phlebotomist can open the XX Lab Group due in 3 days. If the list is extensive, use the Advanced button and enter the Patients Last name, first name and click Magnifying glass to search database for the patient.

Once you have added the patient name Click "Search" to filter the list above to just the Patient you are searching for.

Click on the Date Created to open up the order screen.

Enter your name as the lab technician to process. Choose the check box to mark all orders, or you can check the individual check box if just partial labs on this order is to be drawn.

Option #2: Drawing patient blood that has orders pending is to go to Patient look up and search for the patient. Once the below screen opens, Click on the Review Past notes.

Click on Patient Lab Orders

this will open up to a list of all orders that have been placed for this patient waiting to be drawn... these same orders are the same orders in the XX Lab group due in 3 days box.

regardless of doing option #1- through the "XX Lab group due in: .. or option #2-going directly to the Patient and opening the "Patient Lab orders" the process is the same.

Choose the orders from the List you are drawing and then click Send.

Click on Print to print out the requisition(s) to go with the samples that have been drawn. If the blood samples are going to multiple laboratories, multiple requisitions may print out for each laboratory samples should be going to.

Example of requisition.

With the requisition screen still open, Click New to open options to create a Venipuncture note to bill for your draw.

Choose the New Liberty Venipuncture Note from the list.

Insure the the Billing provider, Rendering Provider and Service site is correct for your Site. Correct if any of these fields are incorrectly reflecting Provider or Service Site.

Click "OK" if all fields are correct to open note.

Enter DX from the Patient DX list... these should be ones that have been used to create orders for the patient in the past.

Click here:

once applicable DX have been choosen (can also look at the printed requisition done in previous steps if you are unsure which DX's you need) Choose the SP tab.

Go to the Adult or Peds Lab Services POC category.

Choose the Applicable Venipunture, or Specimen collection code (all collection codes are listed in Red)

Click on the DPN to open

Document the Location of the draw and # of tubes drawn..other fields on DPN as needed.

Click "OK" to close the DPN.

Your venipuncture note is now complete. Click "OK"

Click "Complete Note"

Click "OK"

Click "No"

Click "OK" on the RX summary screen.

You will be returned to the Requisition screen. If all orders on the requisition were drawn and all orders are checked with Grey box as below, Click "Complete" to close out this order and remove it from the XX Lab Group due in. and from the Patient Lab orders. Otherwise if orders to be drawn are still pending for some reason, do not complete the message so those orders will still show as needing to be done for this paitent.