Creating a Lab Order

When creating a note, depending on the type of service you select the "transcribed Note" tab will appear and you can click Open Smart Template  to open the med note.

Once in the med note, click on Add Order to the client chart.

Order Initial Setup

Order Category Setup

Navigation: Maintenance menu option > Orders (Lab-Test Groups) > Test Category

• Enter categories (Labs, Protocols, X-rays, etc)

  • Click the Add button

  • Enter Name and Effective Date

  • Save

Order Type Setup

Navigation: Maintenance menu option > Orders (Lab-Test Groups) > Test Group

• Main Tab

  • Click the Add button

  • Enter Nam and Effective Date

  • Select the applicable Show in Category from the drop-down menu

• Detail Description Tab

  1. Type in the Detail Description

• Task Tab

  • Set up the following options:

    • Create Task: Yes

    • Facility Contact: Choose Contact type from the dropdown

    • Priority: Select Priority from dropdown

    • Category: Select Category from dropdown

    • Comment: Type comment text that you want to show in the Task

Lab Test Setup

Navigation: Maintenance menu option > Orders (Lab-Test Groups) > Lab-Test Service

• Enter Order Labs

  • Click the Add button

  • Enter desired Code

  • Enter Name and Effective Date

  • Enter the Lab information on the Main Tab

  • One Lab option must be set as “Non-Lab Default” (usually “Unspecified Lab” is set as non-lab default)

Orders Auto-Task Setup

Facility Contact Type Setup

Navigation: Click F1 > search and select Facility Contact Type

• Add Contact Types to be notified of Order Tasks

  • Click the Add button

  • Enter Name and Effective Date

  • Agency Relationship Status: Task Assignment – Group

  • Save

Facility Maintenance

Navigation: Core menu option > Facility > Main Tab > Facility Contacts sub-tab.

• Click Add Contact and add the newly created type to the facility

Staff Master Group Membership

Navigation: Core menu option > Staff > Staff Master > Facility – Site tab > Group Membership sub tab

• Click Edit

• Click Edit List button

• Select the applicable Staff Group from the left and drag/drop it to the right

• Click OK

Adding an Order Note to the Chart via the Service Type Maintenance Window

Navigation: Maintenance menu option > Service Types

• Click Add

• Service Type Maintenance Window header:

  • Code: ORD

  • Description: ORDERS

• General Tab: No special settings

• Prog Note Tab > Option 1 sub-tab

  • Use Units instead of Time on Note: YES

  • Set all others to NO 

• Prog Note Tab > Option 2 sub-tab

  • Show status Note Page: General Note

• Check to make sure you have the Flag: UnboundOrder

• Contact Support to point the flag [unboundOrder] to the Service type ORD: ORDERS. Currently this flag has to be configured by Remarkable Health.

Adding the Note to the Client Chart

• Click on the order and then click the Add Note button to add note to chart.

• Sign Order using ID and PIN.

Unsigned Tab on the Staff Home

• Any orders that are not signed will be listed on the Unsigned Tab in Staff Home

• It can be signed as part of the bulk signature function from the Review All button

Manual Entry of Lab Results

Navigation: Client menu option > Client Orders

• Open Client Orders from Client Menu

• Then search for the client you want to add results for

• Left click to select the specific lab you want to enter results for

• Click the Add Results button

• Tab through the Results Date and Time fields and then type Results into the Comment field.

• Then click the Save button

• To upload an Image of the results, click the Add Image button. This will open the Image Scan screen

• Fill out the fields accordingly:

  1. Image Type: Order Results

  2. Other Description: Add description

  3. Choose the applicable Category

  4. Upload Options: From File

• Click the OK button

• Click the Close button

• Then “X” out of the Order Results screen

• Now you should be able to see the comments and PDF from the Result Date/Time field.

• If you click on ”Edit it will show you the Order Results

• If you click “View” or “Result DateTime” - you should be able to see the PDF in the PDF view screen