Create a Lab Order Workflow

This procedure provides the basic steps to create a lab order.

When you create an order, you must complete all required fields that have been set up as Mandatory Data Points in File Maintenance Practice Preferences. These required fields appear in red text. If you do not fill in a required field, when you try to save your information, a message appears, prompting you to complete the field. For more information on setting up Mandatory Data Point fields in File Maintenance Practice Preferences, go to NextGen Healthcare Success Community, and download the latest Orders Module Setup Guide for NextGen® Enterprise EHR .

Open the Orders module.
Select the Orders Summary tab.
On the Top toolbar, select New > Lab Order
- If an encounter with today's date exists, the Create New Lab Order window opens.
- If an encounter with today's date does not exist, a message appears, prompting you to create an encounter or use a selected encounter. After you associate an encounter with the order, the Create New Lab Order for Patient Name window opens.
The Select Tests tab is open by default.
Select the Performing Entity (for example, Labcorp) from the list or use the default.
By default, the Orders module displays test favorites set up for the performing entity or from the NextGen compendium, if it is being used.
In the Select Diagnosis pane, select the diagnosis associated with this test request.
In the Select Tests pane, select the check box(es) beside the test(s) you want to order.
In the Assign Diagnosis to Selected Tests section, you can perform the following:
- If you are prompted answer Ask-at-Order Entry (AOE) questions.
- Check Medical Necessity.
- Delete tests.
- Enter an Ordering Reason, if necessary.
To update the date when the test results should be available, select the Test Details tab.
Add comments for this order.
Select one of the following options
- Save & Task: Saves the order and adds the test to the task list for the appropriate User or Group.
  Note: If the System Administrator > Universal Preferences > Workflow > Task Recipients by Practice value is set to True, only users for the current practice appear for selection.
- Save & Fax: Saves the test order and faxes the order to a defined number. To use this option, you must first set up "Allow Fax" in File Maintenance.
- Save & Print: Saves the test order and prints it. To use this option, you must first set up the Practice Preference to enable printing and set up a printer in File Maintenance.
- Save & Send: Saves the test order and sends it to the testing entity.
  If the order is not complete, an error message appears. For example, the NextGen Clinical Message Manager interface may not exist, or you may not have selected the performing entity, added tests, or answered Ask-at-Order-Entry questions for one of the tests. Complete the test order by filling in the missing information and select Save & Send again.
- Save: Saves the order.
If the order is successfully created, it displays at the top of the Orders Summary tab.

This procedure provides the basic steps to create a lab order.

Open the Orders module.
Select the Orders Summary tab.
On the Top toolbar, select New > Lab Order
- If an encounter with today's date exists, the Create New Lab Order window opens.
- If an encounter with today's date does not exist, a message appears, prompting you to create an encounter or use a selected encounter. After you associate an encounter with the order, the Create New Lab Order for Patient Name window opens.
The Select Tests tab is open by default.
Select the Performing Entity (for example, Labcorp) from the list or use the default.
By default, the Orders module displays test favorites set up for the performing entity or from the NextGen compendium, if it is being used.
In the Select Diagnosis pane, select the diagnosis associated with this test request.
In the Select Tests pane, select the check box(es) beside the test(s) you want to order.
In the Assign Diagnosis to Selected Tests section, you can perform the following:
- If you are prompted answer Ask-at-Order Entry (AOE) questions.
- Check Medical Necessity.
- Delete tests.
- Enter an Ordering Reason, if necessary.
To update the date when the test results should be available, select the Test Details tab.
Add comments for this order.
Select one of the following options
- Save & Task: Saves the order and adds the test to the task list for the appropriate User or Group.
  Note: If the System Administrator > Universal Preferences > Workflow > Task Recipients by Practice value is set to True, only users for the current practice appear for selection.
- Save & Fax: Saves the test order and faxes the order to a defined number. To use this option, you must first set up "Allow Fax" in File Maintenance.
- Save & Print: Saves the test order and prints it. To use this option, you must first set up the Practice Preference to enable printing and set up a printer in File Maintenance.
- Save & Send: Saves the test order and sends it to the testing entity.
  If the order is not complete, an error message appears. For example, the NextGen Clinical Message Manager interface may not exist, or you may not have selected the performing entity, added tests, or answered Ask-at-Order-Entry questions for one of the tests. Complete the test order by filling in the missing information and select Save & Send again.
- Save: Saves the order.
If the order is successfully created, it displays at the top of the Orders Summary tab.

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