Use the Additional Info tab to capture billing and reporting settings that are specific to the client.

Steps to add additional information

1. Open the client record.
2. Click the Additional Info tab.
3. Complete the desired fields, including the options below as applicable.
4. Click Add (for new entries) or Update (to save changes).

Field highlights

• Show Microbiology Results Flag

  • When checked, users will be reminded to flag results during result entry.
  • These flags are used for epidemiology reports.
  • Flagging can be automated by configuring reference ranges for microbiology tests that require flags. When configured, flags are added automatically without user intervention.

• Per Diem Rate

  • Used for Per Diem invoices when applicable.
  • Example: Facilities with patients on Medicare Part A may be paid by Medicare on a per diem basis, and the facility may negotiate a per diem rate with the laboratory.

• Bill to Client

  • Allows you to select a different client that will pay invoices.
  • Example: Multiple nursing homes under common ownership may have the corporate office receive a consolidated invoice that summarizes charges across facilities.
    

Overview

The Destinations button opens a related form that lists all available destinations configured in the LIS, such as email and fax recipients.

What Users Can Do

From the Destinations form, users can:

• View the full list of available destinations (emails/faxes).
• Select the destinations that should be associated with the client.
• Move selected destinations to the associated (right-side) section using the arrow buttons or double click.

Why This Matters (HIPAA/Safety)

Associating only the correct destinations to a client helps prevent users from accidentally choosing the wrong recipient when building report rules. This reduces the risk of sending results to an unintended destination, which could lead to HIPAA violations.

Overview

The Report Rules button allows users to create rules for smart, automated distribution of reports for a specific client. Report Rules are not limited to patient results, users can also distribute other operational and administrative outputs such as:

• Results
• Requisitions
• Orders Log
• Custom Reports

These rules help ensure the right reports are sent to the right destinations (email/fax), at the right time, and based on consistent criteria.

Creating a Report Rule

When you open Report Rules, configure the rule using the fields below.

General Information

• Name: Enter a friendly name so users can easily identify the rule (e.g., “Daily Results to Nursing Station A”).
• Code: Enter a unique identifier for the rule.
• Attention: Use when the report is intended for a specific person or department.
• Comment: Add special instructions, alerts, notifications, or notes to be sent on every transmission.

Report Definition

• Report Category: Select what type of report the rule applies to:
  • Results
  • Requisitions
  • Orders
  • Custom Report
• Report Type: Displays the available reports based on the selected Report Category.

Tests (Optional)

Use Tests only when the rule should trigger for specific tests.

You can also control which tests appear in the distributed report:

• Send All Ordered Tests: Includes all tests on the order.
• Send Only Selected Tests: Sends only the tests you selected that triggered the rule.

Destinations (Email/Fax)

Select the destinations that should receive the report. You can select multiple destinations (fax numbers and/or email addresses).

Unit (Optional)

If the client has unit configuration available, select all applicable units. This is especially useful for facilities like nursing homes with multiple nurse stations, so reports are delivered directly to the unit where the patient is located.

Physicians (Optional)

Use Physicians to generate transmissions based on selected providers.
Example: In a multi-physician practice, each physician wants to receive a copy of the labs they ordered.

Saving the Rule and Setting Frequency

After completing the rule fields, click Add. You will be prompted to select the frequency at which the reports will be generated and transmitted.

The Physicians button is used to associate existing physician records in the LIS with the selected client. This helps ensure the correct physicians are available for selection and workflows tied to that client.

How to Associate Physicians to a Client

1. Open the client record in the Client Master File.
2. Click the Physicians button.
3. In the related form, select physicians from the left list.
4. Move the selected physicians to the right list (associated physicians).
5. Click Save.

Call Rules are used to alert users when they must contact the attending physician or another designated healthcare professional by phone. This helps ensure critical results are received and supports delivery of important verbal messages when required by policy or client needs.

Call Rules are typically configured per client and can be tailored by priority, test groupings, result criteria, ordering provider, and call availability.

Create a Call Rule

Required / Core Fields

When adding a new call rule, complete the following:

• Code: Enter a unique identifier for the rule.
• Name: Enter a friendly name that clearly describes the purpose of the rule.
• Order Priority: Select the priority level(s) that apply (you can select multiple priorities).
• Test Type: Select a test type (useful to group/batch multiple tests under one rule).
• Result Type: Select the result type that will trigger the call.
  • The form will change dynamically based on the result format to show the appropriate fields:
  
  

Standard Tests (commonly clinical testing)

Choose the trigger criteria using:

• Expression (<, >, =)
• Flag
• Specific Value

Microbiology Tests

Choose the trigger criteria using:

• Organism Identified
• Flag
• Specific Value

Toxicology

Choose the trigger criteria using:

• Expression (<, >, =)
• Calculated Concentration
• Result
• RX Verification

Pathology

Triggers are based on the report content.

Save the Rule

Advanced Options (Buttons)

Use the advanced buttons to further refine when the rule triggers and who should be contacted:

• Tests: Select specific tests the rule applies to (instead of relying only on test type).
• Unit: Limit the rule to a specific unit (when call rules apply only to certain locations).
• Physicians: Trigger the rule only when specific physicians are the ordering providers.
• Call Hours: Define the hours when someone will be available to receive the call.
• Comments: Add internal notes and instructions for staff (call handling guidance, escalation notes, etc.).
• Contact Info: Select who to call from available contacts and physicians stored in the LIS database.

Call Rules Copier (Copy Rules Between Clients)

Use the Call Rules Copier to copy call rules from one client to one or more other clients to save time.

• You can choose which rules to copy.
• You can choose which clients to copy them to.
• Important: Contact information is not copied, since contact details are unique to each client.
  

Cancellation Rules allow the LIS to automatically reschedule canceled orders based on specific criteria. Rules can be configured according to:

• Cancellation reason

• Ordering physician

• Patient

• Specific tests

• Number of reschedule attempts

This feature is useful when a canceled order should be attempted again rather than permanently discontinued.

For example, if a patient refuses a blood draw, the physician or nurse may direct staff to make additional collection attempts. The user can enter the allowed number of attempts in Reschedule Times. The LIS will then generate a new requisition containing the canceled tests for the following day, allowing the collection attempt to be repeated.

Creating a Cancellation Rule

On the Cancellation Rules - New screen, complete the applicable fields:

Code

Enter a unique code for the cancellation rule.

Canc. Reasons

Select the cancellation reason that should trigger the rule.

For example, select a reason such as patient refusal when the laboratory should attempt collection again after a patient initially refuses a blood draw.

Physician

Select the ordering physician when the rule should apply only to orders from a specific physician.

The Filter by Client Physician option can be selected to limit the available physicians to those associated with the client.

Patient

Select a patient when the rule should apply only to that specific patient.

Reschedule Times

Enter the number of times the order should be rescheduled after cancellation.

For example, entering 2 allows the system to generate new requisitions for up to two additional collection attempts, based on the configured cancellation rule.

When the rule is triggered, the LIS generates a new requisition with the canceled tests for the following day.

Limiting a Rule to Specific Tests

Click Tests to configure the tests that should be included in the cancellation rule.

Use this option when the rule should apply only to specific tests rather than every canceled test on the order.

For example, a laboratory may want to reschedule a collection attempt for a particular blood test but not for all tests associated with the same order.

Adding Instructions and Comments

Click Comments to enter instructions or helpful information related to the rule.

Comments can print on the requisition and may be used by:

• Phlebotomists

• Laboratory technicians

• Healthcare personnel

Use comments to provide clear directions for the next collection attempt, such as special handling instructions or notes about why the order was rescheduled.

Rule Status

Set the rule status to:

• Active: The rule can be applied when its criteria are met.

• Inactive: The rule remains saved but will not be used.

Example Use Case

A patient refuses a blood draw. The ordering physician requests that staff try again over the next two days.

To configure this scenario:

1. Create a new cancellation rule.

2. Select the appropriate cancellation reason, such as patient refusal.

3. Select the ordering physician, if applicable.

4. Enter 2 in Reschedule Times.

5. Use Tests to select only the tests that should be rescheduled, if needed.

6. Add collection instructions through Comments.

7. Set the rule to Active.

8. Save the rule.

When an order matching the rule is canceled, the LIS will generate a new requisition with the canceled tests for the following day, up to the configured number of reschedule attempts.

The Frequent Tests button allows users to define a client-specific group of tests. This list is typically based on the client’s ordering preferences and is designed to make test selection faster, simpler, and more accurate.

This is especially helpful in environments where the lab offers thousands of tests, many of which may have similar names or overlapping terminology.

Why Frequent Tests Matter

Configuring Frequent Tests per client helps:

• Simplify Web Portal requisition creation
  Client users can choose from a curated list instead of searching the full catalog.

• Reduce selection errors
  Limiting choices helps prevent ordering the wrong test due to similar test names.

• Control ordering of restricted tests/panels
  Some panels include components that cannot be ordered independently. A Frequent Tests list can guide users to order the correct panel instead of individual components.

• Support client-specific panels/profiles
  Some clients may have custom panels tailored specifically to them. Frequent Tests helps ensure other clients do not accidentally order tests that are not intended for their use.

Operational Use (Accessioning / Order Entry)

The Frequent Tests list can also be used by LIS accessioners when creating new orders. By filtering test selection to a client’s frequently ordered tests, staff can:

• Speed up order entry
• Standardize ordering patterns
• Reduce mistakes and rework
• Keep the ordering workflow efficient and error-free
  

Client Units represent departments or locations within a client organization. Units help the LIS route workflows, especially report distribution and requisition generation to the correct destination based on where the patient is located.

Common examples of units include:

• Nursing home nursing stations
• Hospital departments (e.g., Surgery, Podiatry)
• ICU, ER, and other inpatient units
• Clinics with multiple locations (e.g., offices in different cities)

When units are configured correctly, the LIS can consistently associate patient location details with reporting and ordering workflows.

Adding a Unit

Unit fields

When creating a unit, complete the following:

• Code: Enter a unique unit code.
• Name: Enter a friendly unit name.
• Short Name: Enter a shortened name to appear on reports.
• Description (optional): For informational/reference purposes only.
• Bed Numbering: Choose how bed identifiers should be entered for rooms with multiple beds:
  • Letters only
  • Numbers only
  • Both (letters and/or numbers)

Save the unit

After entering the unit information, click Add.

Adding Rooms to a Unit

After the unit is created:

1. Select the new unit.
2. Click Rooms.
3. Add the rooms associated with that unit.

Why Rooms Matter

Room configuration improves accuracy and efficiency when adding or updating patients:

• When a user selects a room during patient entry, the Unit will auto-complete.
• This helps ensure:
  • Report Rules deliver reports to the correct unit.
  • Requisitions are generated for the correct unit.
  • Patient location is captured consistently (reducing routing errors and rework).
    

The Sales Reps feature allows you to assign one or more sales representatives to a client. A single client can have multiple sales reps, and each sales rep can be assigned a different commission percentage.

This configuration helps ensure commissions are tracked correctly based on your organization’s sales ownership and compensation rules.

How to Assign Sales Reps to a Client

1. Open the client record in the Client Master File.
2. Click Sales Reps.
3. In the Sales Reps form:
   • Select the sales rep(s) from the left panel.
   • Move them to the right panel (associated with the client).
4. In the Commission column, enter the commission percentage for each assigned sales rep.
5. Click Save to apply the changes.

The Epidemiology button opens a form that displays a list of available epidemiology-related reports. This feature allows each client to have their own epidemiology reporting preferences.

How It Works

When users go to the Report Center and print epidemiology reports, the LIS will:

1. Look at which epidemiology reports are selected for the client in the Epidemiology button setup.
2. Bundle the selected reports together.
3. Bind them into a single combined report output.

Why This Is Useful

• Ensures epidemiology reporting is consistent with each client’s requirements.
• Reduces manual steps by automatically combining multiple selected reports into one package when printing.

The Confidential Tests feature is used to identify tests that a specific client wants handled with a higher level of discretion and confidentiality.

When a test is marked as confidential for a client, it is excluded from standard visibility and reporting workflows. Confidential test information is not displayed on regular reports or in the Client Web Portal.

Purpose

Some clients may require certain tests to be handled separately from their normal reporting process. This may be necessary when results are sensitive and should only be sent directly to specific recipients.

The Confidential Tests feature allows you to define which tests require this special handling for each client.

How Confidential Tests Work

When tests are selected as confidential for a client:

• They are excluded from all standard reports.

• They are not shown in the Client Web Portal.

• Results are delivered directly to specified recipients.

• Delivery is handled by email or fax using configured report rules.

This ensures that confidential test results are only sent through the approved delivery method and only to the intended recipients.

Result Delivery

Confidential test results are delivered using Report Rules. Report Rules determine how and where the results are sent, such as by email or fax, and which recipients should receive them.

To use this feature correctly, make sure the appropriate Report Rules are configured for the client and confidential tests.

For more information about setting up delivery rules, see the knowledge base article about Report Rules.

Summary

Use Confidential Tests when a client requires specific tests to be handled discreetly and separately from standard reports and web portal access.

Confidential tests are:

• Hidden from regular reports.

• Hidden from the Client Web Portal.

• Delivered directly by email or fax.

• Sent only to recipients defined in Report Rules.