Main tab

• Follow these steps to add a client:
  1. Click on Master Files.
  2. Click on Clients.
  3. When the Clients form opens, click on the Main tab and fill out the required fields marked with asterisks.
  4. Fill out the optional fields now or update them later.
  5. Use the Default Bill Type for new Orders radio buttons to select a bill type: Insurance, Client, or Patient.
  6. If you have Web Portal service and want the client to access their LIS data, check the Allow Web Access box. If unchecked, the client cannot access their data.
  7. If the client requires phlebotomy service, check the Requires Phlebotomy Service box. Leave it unchecked if they don't need this service.
  8. Click Add to save.
     

Additional Info tab

• Follow these steps to add additional information to the client:
  1. From the Clients form, select the client from the grid.
  2. Click on the Additional Info tab.
  3. Fill out the desired fields.
  4. If you check the Show Microbiology Results Flag box, users will be reminded to flag results during result entry, these flags are used for epidemiology reports. You can automate this by configuring reference ranges for microbiology tests that require flags. When configured, the flag will be added automatically without user intervention.
  5. The Per Diem Rate will be used for Per Diem invoices when applicable. For example, in facilities with patients on Medicare Part A, the facility receives payment from Medicare on a per diem basis and negotiates a per diem rate with the laboratory.
  6. Use the Bill to Client field to select another client that will pay the invoices. For example, if several nursing homes share the same ownership, the corporate office can request one invoice summarizing charges for all nursing homes under their management.
  7. Click Add or Update to save.
     

• The links below will explain and assist in using the advanced buttons in the Clients form if needed.

  • Destinations Button

    This button opens a form relation listing all available destinations in the LIS (emails and faxes). Select the destinations you want to associate with the client and move them to the right section using the arrow buttons.

  • Report Rules

    Open the topic below for a comprehensive guide on report rules.

    Clients - Report Rules

  • Physicians Button

    This button opens a form relation listing all available physicians in the LIS. Select the physicians you want to associate with the client and move them to the right section using the arrow buttons.

  • Call Rules Button

    Open the topic below for a comprehensive guide on Call Rules

    Master Files - Clients - Call Rules

  • Frequent Tests Button

    This button opens a form relation listing all available tests in the LIS. Select the tests you want to associate with the client as frequently used and move them to the right section using the arrow buttons. The web portal will show this list of tests to the client by default for easy selection. However, users can always display all available tests in the database by selecting the "All" checkbox.

  • Web Result Entry Button

    This button opens a form relation listing available tests in the LIS. Select the tests you want to associate with the client. The tests selected here will be available for result entry in the web portal. This is useful for entering screening tests performed at the clinic before the sample is received in the lab. Note that this feature only works when it has been activated in the LIS configurations. To activate it, contact technical support.

  • Sales Representatives Button

    Select the sales representative associated with the client. Note that a client can have multiple sales representatives, and each can be assigned a different commission percentage.

  • Units Button

    Use this feature to configure units or locations. This can be used in many different scenarios, such as nursing stations, building wings, multi-location clinics, and more. When applicable, you can also associate rooms with each unit. When this feature is in use, you can set up report rules that will deliver reports to each unit based on the patient's unit/bed location, creating an intelligent delivery system for laboratory reports.

  • Business Hours and Service Schedule Button

    Use this form to keep track of the service hours specified by the client so the lab can schedule service windows more effectively.

  • Confidential Tests Button

    Select tests that the client does not want displayed on the web portal or lab reports due to confidentiality. These tests will only be reported to key personnel at the clinic via report rules. For additional help working with confidential tests, contact LIS support for advanced training.

  • Integrations Button

    Use this form to select EMR integrations available to your lab. Note that some integrations have additional settings. After selecting an integration, click the pencil button to configure it as needed. We recommend contacting the technical support team for guidance.

  • Cancellation Rules Button

    The cancellation rules feature helps when orders are canceled. Whether due to client instructions or lab policies requiring rescheduling, users don't have to track each client's preferences or memorize lab procedures. By creating these rules, lab orders are automatically rescheduled when triggered. For example, a nursing home may request that patients scheduled for PT/INR when refusing the blood draw, the phlebotomist be retry the following day. Or if a specimen is canceled due to hemolysis, the order will be rescheduled for recollection.

  • Comments Button

    Enter predefined comments for different scenarios:

    • Internal Comments: Add notes about the client for internal use only. Each note is stamped with the user, date, and time.
    • Order Entry Alerts: This comment appears when creating new orders for this client—useful for reminders.
    • Requisition Comments: This comment prints on all requisitions generated for the client—useful for special instructions.
    • Invoice Comments: Prints on client invoices.
    • Statement Comments: Prints on client statement reports.
    • Other Comments: Available for any other purpose.