Requisitions in the LIS are used to:

• Schedule lab work to be performed in the future.
• Track specimens already collected but not yet received by the lab.
• Generate scheduled work from the Standing Orders module.

Requisitions remain in the Requisitions queue until they are converted into active Orders.

Patient selection (important)

• Select the patient first before entering any other fields.
• After a requisition is created, the patient cannot be changed.
• If you chose the wrong patient:
  • Before saving: clear the form and select the correct patient.
  • After saving: cancel the requisition and create a new one for the correct patient.

Completing the requisition

Enter as much information as possible, even if not strictly required to ensure smooth downstream processing:

• Ordering provider
• Tests/panels
• Collection details (date/time, site, collector, priority)
• Bill-to and payer details (insurance/client/patient)
• Diagnoses (ICD-10) and medical necessity notes
• Special handling or transport instructions
• Report distribution preferences and destinations
• Internal notes/tags for routing

High-quality, complete data helps other departments, reduces delays, and minimizes callbacks to patients or providers.

Converting to an order

• When ready, convert the requisition to an order; the system assigns an accession and applies routing/distribution rules.
• Labels/requisitions can be printed at conversion (as configured).
• Requisitions created from the web portal or EMR/HL7 interfaces follow the same conversion process.

Best practices

• Verify patient demographics and payer data before saving.
• Include anticipated collection date/time for scheduling, phlebotomy and courier planning.
• Use clear notes for any special handling (e.g., fasting required, temperature control).
• Cancel unused or incorrect requisitions to keep the queue clean; all actions are audit-logged.