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PatientNow Essentials/EnvisionNow x LabCorp: Configuration

Configuring LabCorp Integration in PatientNow Essentials

Overview

This article provides a step-by-step guide on how to enable and configure the LabCorp integration within PatientNow Essentials. LabCorp integration is an add-on service that must be added to your subscription plan before being accessible in the system. Additionally, a receiving facility from LabCorp is required, which can be configured with the assistance of the implementation team.

Configure Employee Security Profiles

  1. Navigate to the Employee tab. Hoover over Employee Options, then select Security Profiles.

  2. Navigate to the Medical tab

  3. Enable the following security profiles:

    • Labs Access: Provides access to Lab Screen via the medical dropdown menu.

    • Labs Configuration Access: Provides access to configure LabCorp settings. This access requires Labs Access to be enabled.

[IMAGE — needs manual upload: security profiles.png] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd00000037pl&feoid=00N3s00000QF9k7&refid=0EMRd00000B9MuF">)

Configuring LabCorp Settings

With Labs Configuration Access, you will be able to configure your LabCorp settings. To access you will click on the Configuration button within the Labs screen.

[IMAGE — needs manual upload: Configuration Button.png] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd00000037pl&feoid=00N3s00000QF9k7&refid=0EMRd00000B9U5N">)

Client Site ID

  1. Click the Add button in the Configuration section.

[IMAGE — needs manual upload: Client Site ID.png] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd00000037pl&feoid=00N3s00000QF9k7&refid=0EMRd00000B9UBp">)

  1. Enter your Client Site ID provided by LabCorp (a two-letter prefix followed by six digits, e.g., AB123456).

  2. Only one Client Site ID can be added per system.

  3. To edit or remove the ID, use the respective options in the configuration menu.

LabCorp Account

  1. Click the Add button in the Configuration section.

[IMAGE — needs manual upload: LabCorp Account.png] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd00000037pl&feoid=00N3s00000QF9k7&refid=0EMRd00000B9La2">)

  1. Enter the eight-digit LabCorp account number provided by LabCorp.

    • Each account number must be unique.

  2. Select a location from the active locations list.

  3. Associate at least one provider with an NPI number to the LabCorp account.

    • If no NPI number is associated with a provider, they will not appear in the list.

[IMAGE — needs manual upload: Add LabCorp Account.png] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd00000037pl&feoid=00N3s00000QF9k7&refid=0EMRd00000B9MkZ">)

  1. Use the Show Providers option to view or manage associated providers.

A Client Site ID and at least 1 Labcorp Account must be configured before an order can be created.

Favorite Tests

Favorite tests allow you to streamline the process of ordering frequently used tests or panels. Favorite tests are optional.

  • Steps to Add Favorite Tests:

    • Click the Add button.

[IMAGE — needs manual upload: Favorite Tests.png] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd00000037pl&feoid=00N3s00000QF9k7&refid=0EMRd00000B9SGU">)

  • Select individual tests or panels (groups of tests) from the list.

[IMAGE — needs manual upload: Search Favorite Tests.png] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd00000037pl&feoid=00N3s00000QF9k7&refid=0EMRd00000B9Umv">)

  • Use the search function to find tests by test code or text, ensuring the correct toggle (tests or panels) is selected.

  • Assign a name to the favorite test group. Adding a description is optional.

[IMAGE — needs manual upload: Add Favorite Test.png] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd00000037pl&feoid=00N3s00000QF9k7&refid=0EMRd00000B9J0K">)

  • Managing Favorite Tests:

    • Edit your favorite by clicking on the ellipses button or deactivate favorite test groups as needed by clicking on the toggle.

[IMAGE — needs manual upload: favorites test toggle.png] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd00000037pl&feoid=00N3s00000QF9k7&refid=0EMRd00000B9KVr">)

  • Use the Reorder feature to prioritize frequently used test groups by dragging and dropping them to your preferred order.

[IMAGE — needs manual upload: Reorder Favorites.png] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd00000037pl&feoid=00N3s00000QF9k7&refid=0EMRd00000B9Uwb">)

Standard Comments

Standard comments save time by allowing you to reuse frequently added comments in orders. Standard comments are optional.

  • Steps to Add Standard Comments:

    1. Click the Add button.

[IMAGE — needs manual upload: Standard Comments.png] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd00000037pl&feoid=00N3s00000QF9k7&refid=0EMRd00000B9VFx">)

  1. Enter a comment name and the comment itself.

  2. Edit or mark comments as inactive when necessary.

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