Lab Orders & Results - Managing lab order sets

Overview

What are Lab Order Sets?

Lab Order Sets are templates of tests that are frequently ordered together and optionally their corresponding diagnoses. Lab Order Sets are saved at the practice level so they can be used by any user for any patient.

What are the benefits of Lab Order Sets?

Lab Order Sets speed up the lab ordering process by reducing the number clicks needed to input tests and diagnoses into an order form. Lab Order Sets can also help standardize ordering protocols across your practice.

Viewing Lab Order Sets on the Settings page

The Lab Orders Settings page organizes your order sets by vendor and compendium. Each vendor’s compendium has its own paginated, searchable list, so rather than loading all order sets at once, you can browse and search within each vendor’s section independently. Order sets within each vendor/compendium grouping are displayed in alphabetical order.

Workflow Instructions

Searching for a Lab Order Set

To search for an existing Lab Order Set:

1	Go to Settings -> Lab Orders .
2	Locate the section for the relevant vendor and compendium.
3	Use the search bar within that vendor’s compendium section to filter order sets by name.
4	If the vendor has many order sets, use the pagination controls within that section to browse through additional pages.

Creating Lab Order Sets

The type of interface that you have with a lab vendor will determine how you must approach managing its order sets.

	Vendors with whom you have no interface or a unidirectional interface	Vendors with whom you have a bidirectional interface
Set-up	A generic set of lab order sets can be used across all of these vendors.	Separate order sets must be created for each vendor.
Test Selection	You can add tests from Elation’s generic compendium and your practice’s user-created tests.	You can only add tests from each vendor’s own compendium. User-created tests are not allowed.

Each time you go-live with a new bidirectional interface, make sure you review and recreate any order sets that you need to use for that vendor. Lab order sets can be created from a patient’s chart or from the Lab Orders Settings page.

Creating Lab Order Sets from the Lab Order Form

To create Lab Order Sets from the Lab Order Form:

1	Go to a patient’s chart.
2	At the top of the patient’s chart, click Orders -> Lab Order .
3	Select the Lab you wish to create an order set for.
4	Search for and select the appropriate lab Tests.
5	Optionally add any test-level diagnoses or Dx for All (order-level diagnoses).
6	Click Save as Order Set .
7	Enter the Order set name . The order set name must be unique.
8	Click Save .

Creating Lab Order Sets from the Lab Orders Settings page

To create Lab Order Sets from the Lab Orders Settings page:

1	Click your email address in the upper righthand corner of Elation.
2	Go to Settings -> Lab Orders .
3	Locate the section for the relevant vendor and compendium. Use the search bar within each vendor’s compendium section to find existing order sets or confirm the name you want to use is unique, then click the +Add Order Set button within that section. • If you’re creating an order set for a vendor with a bidirectional interface, locate the vendor name and compendium, then click +Add Order Set. • If you’re creating an order set for a vendor with no interface or a unidirectional interface, scroll to the Other Lab Order Sets section and click +Add Order Set.
4	Enter a Name for the order set. The order set name must be unique.
5	Search for and select the appropriate lab Tests .
6	Optionally add any test-level diagnoses or Dx for All (order-level diagnoses).
7	Click Save .

Special instructions for Scarlet Health Lab Order Sets

Electronic lab orders for Scarlet Health are routed through the Bioreference lab interface which means there are some special requirements when you create order sets for Scarlet Health:

Create the order set under the Bioreference lab
Add a prefix such as ‘SH’ to the Lab Order Set name so you can tell these apart from your Bioreference order sets
When adding tests, select ones that are marked as Scarlet Health.
Add “TH31-8” as one of the tests in the order set. This test is used by the interface to identify Scarlet Health orders so it must be included.

Editing Lab Order Sets

To edit a Lab Order Set:

1	Click your email address in the upper righthand corner of Elation.
2	Go to Settings -> Lab Orders .
3	Find the Lab Order Set you want to edit.
4	Click the pencil button (edit button) next to the Lab Order Set to enter edit mode.
5	Make edits as needed.
6	Click Save to save your changes.

Deleting Lab Order Sets

To delete a Lab Order Set:

1	Click your email address in the upper righthand corner of Elation.
2	Go to Settings -> Lab Orders .
3	Find the Lab Order Set you want to delete.
4	Click the trash can button (delete button) next to the Lab Order Set.
5	Choose Yes in the delete confirmation box to proceed with deleting the Lab Order Set.

Take caution when deleting Lab Order Sets as deleted Lab Order Sets cannot be restored. Deleting a Lab Order Set deletes it for all users in your practice.

Applying Lab Order Sets to lab orders

To apply a Lab Order Set to a lab order:

1	Open a lab order draft
2	Apply a Lab Order Set using one of these methods: Click View Order Sets at the top of the Lab Order Form to browse all available Lab Order Sets and then click on the Lab Order Set to add it to the lab order. • Click into the Tests field and search for any Lab Order Set by its name and then click on the name of the Lab Order Set to add it to the lab order.

Show Lab Order Sets first in test search results

To show Lab Order Sets first in test search results:

1	Go to Settings -> Lab Orders .
2	Go to the Lab Order Settings section.
3	Change the Sort Lab Test Suggestions By dropdown to Order sets first. This change will be automatically saved.

Frequently Asked Questions

Why can’t I find a lab test that I have ordered before?

The directory of tests available (compendium), may be different depending on which Lab Vendor is selected for the Lab Order. Lab Vendors with a bidirectional lab interface utilize their own compendiums which means you must search for the test the exact way it is spelled out in their compendium. Try searching for the test using different terms (e.g. the Complete Metabolic Panel is known as CMP for LabCorp) to improve your search results. If you have a question about a specific test or test code, please contact your lab representative for assistance.

I cannot see some of the Lab Order Sets I created in the Lab Order Form. Why is this happening?

Some of your Lab Order Sets may not be visible because they are linked to a different Lab Vendor than the one selected for the Lab Order. To resolve this, check the Lab Orders Settings page to ensure your order set was created under the correct vendor. If needed, create a new Lab Order Set.

When I tried to save a new Lab Order Set I saw an error message that says the name is non-unique and the Lab Order Set won’t save. Why is this happening?

You are seeing this error message because each Lab Order Set must have a unique name regardless of the lab vendor. Choose a different unique name for the Lab Order Set you are trying to create and then click Save.

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Lab Orders & Results - Managing lab order sets

Overview

What are Lab Order Sets?

What are the benefits of Lab Order Sets?

Viewing Lab Order Sets on the Settings page

Workflow Instructions

Searching for a Lab Order Set

Creating Lab Order Sets

Creating Lab Order Sets from the Lab Order Form

Creating Lab Order Sets from the Lab Orders Settings page

Special instructions for Scarlet Health Lab Order Sets

Editing Lab Order Sets

Deleting Lab Order Sets

Applying Lab Order Sets to lab orders

Show Lab Order Sets first in test search results

Frequently Asked Questions

Why can’t I find a lab test that I have ordered before?

I cannot see some of the Lab Order Sets I created in the Lab Order Form. Why is this happening?

When I tried to save a new Lab Order Set I saw an error message that says the name is non-unique and the Lab Order Set won’t save. Why is this happening?

​Overview

​What are Lab Order Sets?

​What are the benefits of Lab Order Sets?

​Viewing Lab Order Sets on the Settings page

​Workflow Instructions

​Searching for a Lab Order Set

​Creating Lab Order Sets

​Creating Lab Order Sets from the Lab Order Form

​Creating Lab Order Sets from the Lab Orders Settings page

​Special instructions for Scarlet Health Lab Order Sets

​Editing Lab Order Sets

​Deleting Lab Order Sets

​Applying Lab Order Sets to lab orders

​Show Lab Order Sets first in test search results

​Frequently Asked Questions

​Why can’t I find a lab test that I have ordered before?

​I cannot see some of the Lab Order Sets I created in the Lab Order Form. Why is this happening?

​When I tried to save a new Lab Order Set I saw an error message that says the name is non-unique and the Lab Order Set won’t save. Why is this happening?

​Related Articles

Overview

What are Lab Order Sets?

What are the benefits of Lab Order Sets?

Viewing Lab Order Sets on the Settings page

Workflow Instructions

Searching for a Lab Order Set

Creating Lab Order Sets

Creating Lab Order Sets from the Lab Order Form

Creating Lab Order Sets from the Lab Orders Settings page

Special instructions for Scarlet Health Lab Order Sets

Editing Lab Order Sets

Deleting Lab Order Sets

Applying Lab Order Sets to lab orders

Show Lab Order Sets first in test search results

Frequently Asked Questions

Why can’t I find a lab test that I have ordered before?

I cannot see some of the Lab Order Sets I created in the Lab Order Form. Why is this happening?

When I tried to save a new Lab Order Set I saw an error message that says the name is non-unique and the Lab Order Set won’t save. Why is this happening?

Related Articles