Convert scheduled requisitions to orders

Turn scheduled requisitions into active orders with a single click—individually or in batches—regardless of how they were created (entered in the LIS by lab staff, submitted via the client web portal, or received through EMR/HL7 interfaces).

What happens on conversion

• Carry‑forward data: Patient demographics, ordering provider, tests/panels, bill‑to selection, diagnoses (ICD‑10), and notes.
• Order creation: Assigns accession numbers, applies default department/routing rules, and initializes distribution settings.
• Outputs (optional): Print labels and requisitions; generate collection worksheets or pickup lists.
• Audit trail: Logs who converted, when, and from which requisition; preserves the original requisition record.

Single or batch processing

• Convert one requisition at a time for review-heavy workflows.
• Select multiple requisitions to convert in bulk for high-volume intake.

Validation and safeguards

• Completeness checks: Prompts for missing required fields (e.g., DOB, insurance, diagnosis, collection date/time).
• Duplicate prevention: Detects potential duplicates by patient/test/date rules before creating orders.
• Rules enforcement: Applies standing policies (ABN, prior auth, client-specific test availability).
• EMR parity: Requisitions received via EMR interfaces are handled the same way as portal/LIS entries.

Best practices

• Filter first (by client, date, status) to target the right set for batch conversion.
• Do not ignore order entry alerts.
• Capture collection details at the time of conversion to streamline receiving.
• Use tags (e.g., “Stat,” “Home Draw”) during conversion for routing and tracking.

📘 Instructions