The Order section of the Lab module is the central command center for managing all patient test requests. From here, you can create new orders for walk-in patients, track samples that need to be collected, process payments, and monitor the status of every test.
Step-by-Step Guide
Step 1: Navigate to the Lab Order Dashboard
From the main sidebar on the left, click on Lab. The first option, Order, will take you to your main dashboard for all lab requests.
Step 2: Understand Your Order Dashboard
The dashboard gives you a complete overview of your lab’s operations at a glance:
- Main Status Tabs:
- New Samples: All newly created orders where the sample has not yet been collected. This is your primary action list.
- On Going: Orders where the sample has been collected and is currently being processed.
- Completed: All orders that have been fully processed and finished.
- Order Type Tabs:
- Lab Pickup: Orders for which a sample needs to be collected from an external location.
- Walk In: Orders for patients who are physically present at the lab.
- Order List: Each card represents a single order and shows key details like patient name, tests ordered, referring doctor, and payment status (Paid or Pending).
Step 3: Add a New Lab Order
- Click the Add New button in the top-right corner to open the new order form.
- Fill in the required details:
- Select Patient: Choose an existing patient from the dropdown or click the “+ Patient” icon to add a new one.
- Referral Doctor: Select the doctor who referred the patient, if applicable.
- On Site Collection: Use this toggle if the sample collection is happening at the patient’s location instead of the lab.
- Investigations: Click “+ Add Investigations” to select the specific lab tests the patient needs. The billing total will update automatically.
- Click Complete to create the order. It will now appear in your New Samples list.
Step 4: Manage an Existing Order
To process an order, click on its card in the list. A detailed pop-up window will appear with several actions:
- Collect Sample: This is the first step. Click this button to confirm that you have received the specimen from the patient. This will likely move the order to the “On Going” tab.
- Add Payment: If the payment status is “Pending,” click here to record the payment received.
- Explain Notes: Add any specific comments, instructions, or observations related to the order.
- Cancel Order: If the order needs to be voided for any reason.
- Complete: Once the test is fully processed and results are ready, click this to finalize the order and move it to the “Completed” tab.
👉 Continue learning with our next guide: How to Process Samples in the Work Order Section.
