Convert requisitions to orders

Turn scheduled or pre-collected work into active orders in just a few clicks, individually or in batch. This applies to requisitions created in the LIS, submitted via the client portal, or received through EMR/HL7 interfaces.

What carries over on conversion

• Patient demographics and ordering provider(s)
• Tests/panels and special instructions
• Bill-to, payer/insurance, and diagnoses (ICD‑10)
• Priority, collection notes, and tags
• Report distribution preferences/destinations

The system assigns an accession number, applies routing rules, and initializes distribution settings.

Convert a single requisition

1. Open Requisitions and run a search (filters: date, client/site, status).
2. Select the requisition.
3. Click Convert to Order.
4. Resolve any prompts (e.g., collection date/time, collector, missing required fields).
5. Confirm. Optionally print labels/requisitions.

Convert multiple requisitions (batch)

1. Open the Multiple Orders or Batch Convert tool (from Orders menu).
2. Search and select the requisitions to convert.
3. Click Convert to Orders.
4. Provide shared details if prompted (e.g., collection date/time), or apply per‑row values.
5. Optionally print labels.

Validation and safeguards

• Completeness checks: Prompts for missing required data (e.g., DOB, ICD‑10, bill‑to).
• Duplicate prevention: Detects likely duplicates by patient/test/date rules before creating an order.
• Rules enforcement: Applies client/test availability, prior auth/ABN policies, and place‑of‑service defaults.

After conversion

• Orders appear in the Orders module with accession numbers.
• Labels, requisitions, and collection worksheets can be printed as configured.
• Distribution and billing rules activate per your settings.
• The original requisition remains for audit/history and shows its converted status.

Best practices

• Filter first to target the correct set for batch conversion.
• Verify bill‑to, payer, and ICD‑10 to reduce downstream claim edits.
• Capture collection details at conversion to streamline receiving.
• Use tags (e.g., “Home Draw,” “Stat”) for routing and tracking.
• For standing orders, periodically review schedules to ensure clinical appropriateness.

Troubleshooting

• Convert button disabled: You may lack permissions, or the requisition isn’t in a convertible status.
• Some rows failed in batch: they have alerts, address the issues to proceed.
• EMR/portal items: Treated the same as LIS‑created requisitions; ensure required fields are complete.

Permissions and audit

• Actions are role‑based; batch conversion may require elevated permissions.
• All conversions are audit‑logged (who, when, source requisition, new order/accession).

Tip: Save your common filter sets (e.g., “Portal Requisitions Today”) as a custom view to streamline the process.