Manage a Filed or Pending Order Using the Bar Code (2024)

Manage a Filed or Pending Order Using the Bar Code

1 In the menu bar, click Order Entry.

Note: The Order Entry menu appears only if you can place orders with your current lab. For information about changing your lab, see Changing the Lab.

If the Check-In Queue page appears, click Order Entry on that page.

2 If you are working with a held order, go to the next step.

If you are working with a filed or scheduled order, and the order is associated with a lab other than your current one, in the Lab list, click the appropriate lab. (If you cannot access the lab associated with the order, you cannot retrieve that order.)

Note: If you can access only one lab, the Lab list does not appear.

3 In the Search By list, click Order.

4 Scan the bar code on the requisition or PSC hold confirmation letter, or in the adjacent box type the number that appears below that bar code.

If you scan the bar code, the associated number appears automatically in the adjacent box.

Notes:

• If you have any problems scanning or typing the bar code number, see the appropriate section for alternative methods:

• Editing a Filed Order

• Managing Scheduled Orders

• Managing Held Orders

• If you scanned or typed a bar code number for an order on PSC hold, the lab changes automatically as needed. If you cannot access the lab associated with the held order, a message appears; you must be able to place orders for that lab in order to edit held orders for it.

5 Click Search.

The Order Entry page displays all of the information contained in the order, and the bar at the top of the page displays the requisition number being accessed.

Notes:

• If the order was filed more than seven days ago, or if the lab does not have an email address for Client Services, a message advises you that you cannot edit the order.

• If the lab does not support online order editing of filed orders, or if the order was filed as part of a batch, a message advises you that you cannot edit the order using this procedure. For information about editing these types of orders, see Edit a Filed Order (Online Edits Not Allowed).

• If updated patient demographic information is available from the MPD, the old data in the order is replaced, and a message in the Patient Information area advises you of this.

• If the held order was manually split from another order, the Report Comments box displays the date that the original order was split and the requisition number(s) associated with the original order.

6 If an order entry message appears, review the message and then click Close.

Tip: If you need to see this message again later, click in the bar with the buttons.

7 Make any appropriate changes to the order (as described in Placing an Order) and click the appropriate button.

You can typically change any aspect of the order except the lab, client, or patient’s SSN or patient ID. For some clients, you cannot change an existing lab reference ID. You also cannot remove the patient or search for a different one.

For filed orders, when you click File, any changes that you made to the order are immediately sent to the lab, and you can print the edited requisition and labels.

For scheduled orders, if the Specimen Not Collected check box is selected, then when you click Schedule, your changes are saved, and the order remains on the scheduled orders list. You can print the draft requisition at this time, or print the final requisition when you file the order. If you cleared the Specimen Not Collected check box and provided a specimen collection date in the Collected Date box, then when you click File, you can print the final requisition and labels.

For held orders, if you click File, the order is removed from the hold list and sent to the lab, and you can print the requisition and labels. If you click Hold, your changes are saved, and the order remains on the hold list.

If you click Return on the Requisition page or Close on the Requisition dialog box, a blank Order Entry page appears again.

Notes:

• If a held or scheduled order included only ICD‑9 codes, and there is a one-to-one correspondence between an ICD‑9 code and an ICD‑10 code, the corresponding ICD-10 code automatically replaces the ICD-9 code. Any ICD-9 codes that do not have a single corresponding ICD-10 code are retained in the order and identified as written diagnoses on the requisition when you file the order.

• If the lab supports adding attachments, you can add new images (up to a total of ten images or the equivalent of 4MBs), but you cannot delete any images that were added when the order was filed, scheduled, saved as a standing order, or put on hold. For more information, see Add Attachments.

• A filed order can be manually split only if it is not a generic order, if it was filed within the past 24 hours, and if it was not previously split. If you split a filed order, the specified tests are removed from the order sent to the lab and put in a separate held order.

• For a scheduled or held order, if you split the order manually before clicking File, the specified tests are put in a separate held order, and a requisition is generated for the rest of the tests. (You can split a scheduled order only if you first clear the Specimen Not Collected check box.)

• Clicking Cancel does not cancel a filed order or delete a held or scheduled order. It simply discards any changes that you made to the order. For information about canceling or deleting an order, see Canceling a Filed Order, Managing Held Orders, and Managing Scheduled Orders.

• If one or more order codes are invalid, they appear in bold red text in the Profiles/Tests area, preceded by . In the adjacent list, click the option that indicates how you handled each code. If none of the listed options is appropriate, click Other, type an appropriate response on the Reconcile dialog box, and click OK.

When an invalid order code is reconciled, appears next to the code.

Orders with unreconciled invalid order codes cannot be filed or put back on the scheduled orders list or hold list.