Add New Requisition

Add New Requisition

The New Requisition form lets users schedule labs quickly on a single screen. It’s organized into tabs so most information can be captured without switching modules, reducing clicks, errors, and overall order-entry time.

New Requisition and Patient Selection
Test Selection
Requisition Comments and Alerts
Billing
Additional Options
Additional Copies
Patient History
Documents
Cases
New Requisition and Patient Selection

  1. Create a new order (accession)

    1. Go to Requisitions and select New.
    2. In the Requisition- New form, click the magnifying-glass icon to search for a patient.
    3. In the Patients - Search form, find and select an existing patient, then click Close.
      • If the patient is not found, click Cancel to enter Patients - New mode. LIS forms have three modes: New (add a record), Search (use fields as search criteria), and View (display details).
      • Complete the patient information. Fields marked with an asterisk (*) are required.
      • Click Add.
      • The Billing Info, Diagnosis, and Medications forms will open automatically. You may complete and Save them now or simply Close. You can disable these auto pop-ups in Settings > Patient Settings; users can then open the forms only when needed.
      • Select the newly added patient in the grid and click Close.
    4. Back on Requisition- New, the patient information will populate automatically. Enter Collection Date/Time and the Ordering Physician(s), as applicable.
Test Selection

Test selection — methods, filters, and client-specific menus

Select tests quickly using codes, search, filters, and client-tailored menus designed to mirror requisition forms.

Ways to add tests

  • Code entry: Type the internal test code (or instrument/catalog code, if enabled) and press Enter to add.
  • Dropdown search: Search by code, test name, synonyms/aliases,  type, or reference lab.
  • Multi-select: Check multiple items and add in one action; panel items can expand and collapse.

Additional Buttons

Use the buttons on the right side of the form to:
  1. Expand and collapse panels
  2. Select and unselect all tests
  3. Remove Tests
  4. Edit tests
  5. Assigned physicians at test level
  6. Attach documents
  7. Print barcode labels: you can print for all tests or specific tests
  8. Cancel tests
  9. Restore canceled tests
  10. Select collection sites
  11. Select specimen types
Requisition Comments and Alerts

Add comments to an order using the following categories:

  • Internal Comments: Visible to lab staff only. Each entry is audit‑stamped with user, date, and time to maintain history and traceability.
  • Report Comments: Included on patient result reports.
  • Requisition Comments: Printed on laboratory requisitions.
  • Alerts: Use Order Alerts to display a pop-up message every time an order is opened. Alerts can be added by lab staff or clients to call attention to important issues (e.g., missing information, tests not found, special handling).
    • When it appears: The alert pops up on each open of the order until cleared.
    • Typical uses: “Test not on menu—please advise,” “Hold for add-on,” “Call provider before release,” “Specimen issue—recollect.”
    • Tips: Keep alerts concise, include an owner/contact, and clear them when resolved to reduce noise.
Billing

Billing selection and diagnosis entry

  • Bill To: Choose Insurance, Client, or Patient. To streamline future orders, set a default Bill To in the Client Master.
  • Insurance order: If billing Insurance and multiple plans exist, reorder them to set primary/secondary/tertiary. Use the up/down arrows to change the sequence; the top plan is billed first.
  • Diagnosis codes: Select applicable ICD‑10‑CM codes.
  • Magnifying-glass icon: search the full diagnosis database.
  • Patient icon: filter to diagnoses already on the patient’s record for faster selection.
  • Prior authorization: Enter the authorization number when required by the payer.

    • Buttons

  • Patient Account: Opens the patient ledger showing all transactions (invoices, payments, adjustments, credits) and current balance for the selected patient.
  • Client Account: Opens the client ledger showing all transactions (invoices, payments, adjustments, credits) and current balance for the selected client.
  • Reference Lab Billing: Opens additional options for send‑out billing. Each reference‑lab test can have a default Bill To (Client (lab account), Patient, Insurance), but you can override it at order entry to handle exceptions. For example, in the same order you can bill Test A to the client and Test B to insurance. Available when a reference‑lab interface is configured.

    • Other Fees

    1. Additional Fees: Unlike systems that force you to create “billing-only” tests, OCL LIS includes an Additional Fees feature for non-test charges (e.g., venipuncture, billable supplies). You can define unlimited fee items to fit your lab’s needs. Bill-only test types are also supported if preferred or required.
    1. Travel Fees: Use this to bill when specimen collection requires traveling to the patient’s location. Apply charges as per‑mile, flat rate, or both, depending on each case. For more information see Medicare guidelines

    Medical Necessity

    This section is primarily intended for the AI Medical Coder. If your lab doesn’t use that service, you can repurpose it to store physician notes or other patient medical information for reference.

    Additional Options
    1. Life Stages: Select all applicable. You can also see more about Life Stages in its master file article
    2. Medications: Medications reported by the physician or clinic you can see more about Medications in its master file article.
    3. Employer, Attorney, Injury Date, Case#: Mainly used for claims related to workers compensation you can see more about Employer and Attorney,  in their master file articles.
    4. Collected by (Lab Employee): Select the collector from the laboratory employee list.
    5. Collected by (Non‑Lab Employee): Enter the collector’s name as free text (e.g., provider office staff, home health nurse). Include role/affiliation if known.
    Idea
    Tip: Use the Lab Employee option whenever the collector is in your employee directory to maintain a clean audit trail.
    Additional Copies

    By default, released results are distributed according to each client’s configured Report Rules. When a client asks you to send an extra copy to a different destination just this once, use an ad‑hoc “Additional Copy” instead of creating a new rule.

    When to use an Additional Copy (one-off)

    • A single order needs an extra recipient (e.g., covering provider, patient’s specialist, attorney, case manager).
    • A temporary destination (e.g., alternate fax while the main line is down).
    • A client-specific exception that won’t repeat regularly.

    Where to configure it

    • Order level: Use the Additional Copies tab within the order to add recipients for that order only.
    • Do not modify Client Report Rules if the request is one‑time or short‑lived.

    📘 Instructions

    1. Click on the + button
    2. Select the Destination Type and type the email or fax
    3. By default all selected are included on the transmission but you can uncheck the options Select Automatically All Tests and select only specific tests
    4. Click Add and repeat as many times as needed
    5. The More Options has Audit to view how many times the results were sent with date and time or to resend
    Notes
    Note that you can only add the additional copies after the test selection. There is no limit on how many additional copies can be added


    Patient History

    The Patient History tab gives one-stop access to a patient’s prior activity so you can find, review, and act without leaving the order screen.

    What you can see

    • Orders: All prior accessions with status (final, partial, canceled), department, and dates of service.
    • Results and reports: Final, Pending and preliminary reports.
    • Requisitions: Pending, done and canceled requisitions.
    • Standing orders: Active/inactive schedules.

    Quick actions

    • Open order: Drill into full order details for review or edits.
    • Print/Preview report: Generate PDFs or email, fax and export.
    • Reprint requisition/labels: For recollects or documentation.
    • Create related order: “Order again”.
    • Add notes: Internal comments or order alerts to aid follow-up.

    Documents

    Documents - view, add, open, and organize

    • View all files attached to the order.
    • Add new documents (upload or scan) and open/preview/download existing ones.
    • Organize order- and patient-related documents with tags for quick filtering and retrieval.
    Cases
    Use the cases tab to associate existing case or add new. For more information on the use of this feature see the article about Cases
     




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