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PatientNow Essentials/EnvisionNow x LabCorp: Creating and Sending Orders

Creating and Sending Orders via LabCorp Integration

Table of Contents

Overview

This guide details the steps to create and send lab orders using the LabCorp integration in PatientNow Essentials.

Accessing the Lab Screen

  • Hover over the Medical dropdown menu.

  • Select Labs from the list.

  • Click the Create Order button on the right-hand side.

[IMAGE — needs manual upload: Create Order Button.png] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd0000002w4j&feoid=00N3s00000QF9k7&refid=0EMRd00000B8oZH">)

Selecting a Client

  • Search for the client by last name or select them from the list.

[IMAGE — needs manual upload: Search Client.png] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd0000002w4j&feoid=00N3s00000QF9k7&refid=0EMRd00000B8zJL">)

  • If required fields are missing from the client’s record, a yellow banner will display. Complete these fields before proceeding.

[IMAGE — needs manual upload: Complete Client's Record.png] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd0000002w4j&feoid=00N3s00000QF9k7&refid=0EMRd00000B99ow">)

  • Save the updated client record.

  • Use the Edit Client Record button if further changes are needed or select a different client (this will reset any entered details).

[IMAGE — needs manual upload: Edit Client Record.png] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd0000002w4j&feoid=00N3s00000QF9k7&refid=0EMRd00000B97ol">)

Entering Order Details

  • General Information:

    • The Order Date defaults to the current date but can be modified.

    • Set a Due Date (for internal tracking purposes).

    • Priority defaults to Routine.

    • Bill Type defaults to Client but can be changed to Clinic.

  • Location and Requesting Provider:

    • Select a location (locations are based on configured LabCorp accounts).

    • Choose a requesting provider (if only one is available, it will populate automatically).

[IMAGE — needs manual upload: General Info.png] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd0000002w4j&feoid=00N3s00000QF9k7&refid=0EMRd00000B9ATF">)

Adding Tests and Panels

  • Click the Add button to navigate to the Select Test screen.

[IMAGE — needs manual upload: Test Add Button.png] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd0000002w4j&feoid=00N3s00000QF9k7&refid=0EMRd00000B9AY5">)

  • Favorites Tab:

  • If favorites are configured, this tab will display.

  • Search by favorite test name or description.

  • Use the View button to see associated tests.

[IMAGE — needs manual upload: Favorites.png] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd0000002w4j&feoid=00N3s00000QF9k7&refid=0EMRd00000B9AY6">)

  • Test Tab:

    • Displays individual tests.

    • Search by individual test names.

[IMAGE — needs manual upload: Test Tab and Check Box.png] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd0000002w4j&feoid=00N3s00000QF9k7&refid=0EMRd00000B9EqE">)

  • Panels Tab:

    • Displays test groups (e.g., Complete Metabolic Panel with 18 tests).

    • Expand or collapse the panel container to view associated tests.

  • After selecting tests/panels, click Continue.

[IMAGE — needs manual upload: Panel Test selection.png] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd0000002w4j&feoid=00N3s00000QF9k7&refid=0EMRd00000B9FBB">)

Answering Order Questions

  • If required by LabCorp, answer questions on the Ask on Order Entry (AOE) screen.

  • Required questions are marked with a red asterisk (*).

  • Navigate between tests using Next and Previous.

  • Click Add to finalize answers.

[IMAGE — needs manual upload: AOE.png] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd0000002w4j&feoid=00N3s00000QF9k7&refid=0EMRd00000B92Qs">)

Reviewing and Editing Selected Tests and Panels

  • Tests Section:

    • Expand to view individual tests.

    • Remove specific tests using the trash icon or remove all tests.

    • Use Edit AOE to modify answers to order questions.

[IMAGE — needs manual upload: Single Test Removal.png] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd0000002w4j&feoid=00N3s00000QF9k7&refid=0EMRd00000B9CtG">)

  • Panels Section:

    • Expand to view associated tests.

    • Remove panels or edit AOE answers as needed.

[IMAGE — needs manual upload: Panels Test Buttons.png] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd0000002w4j&feoid=00N3s00000QF9k7&refid=0EMRd00000B9FxZ">)

Adding Diagnoses

  1. Click Add to enter diagnosis codes.

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  1. Use the search bar to find codes by description or number.

[IMAGE — needs manual upload: Add Diagnosis.png] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd0000002w4j&feoid=00N3s00000QF9k7&refid=0EMRd00000B9Cek">)

  1. Expand/collapse hierarchies to select codes.

  2. Remove diagnoses using the Remove button.

[IMAGE — needs manual upload: Diagnoses Remove Button.png] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd0000002w4j&feoid=00N3s00000QF9k7&refid=0EMRd00000B9GFJ">)

Adding Comments

  • Add standard comments from the list or create a new comment.

[IMAGE — needs manual upload: Comment Add Button.png] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd0000002w4j&feoid=00N3s00000QF9k7&refid=0EMRd00000B9GNN">)

  • Remove comments as needed.

[IMAGE — needs manual upload: Comment Remove Button.png] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd0000002w4j&feoid=00N3s00000QF9k7&refid=0EMRd00000B9GOz">)

Sending the Order

  • Ensure all required fields are completed.

[IMAGE — needs manual upload: Send Order Button.png] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd0000002w4j&feoid=00N3s00000QF9k7&refid=0EMRd00000B9Gbt">)

  • (Optional) Request a courtesy copy for another provider, patient, or responsible party:

    • Delivery types: Account, Fax, or Patient.

    • Note: LabCorp fulfills this request directly.

[IMAGE — needs manual upload: Send Order Button 2.png] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd0000002w4j&feoid=00N3s00000QF9k7&refid=0EMRd00000B98Xu">)

  • Click Send Order.

  • Wait for validation:

    • If successful, a green banner confirms the order was sent.

    • Errors will display in a red banner.

Additional Information

  • Errors must be resolved before the order can be sent.

  • Courtesy copies are not sent through PatientNow Essentials but directly from LabCorp.

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