This option can be used if it is rare to order labs in your office. This option is not available if you are using a certified version of MacPractice.
Start by setting up a Labs Order Type within the MacPractice References. Select Order Types within the sidebar and click the green plus to make a new Order Reference. You will also notice that MacPractice will come with may default Order Types. It is recommended to hide the Laboratory Order Type to minimize confusion in your office.
Click the Orders icon in the toolbar; if this icon is not available, right click to customize and drag the orders icon into the desired position. Select a patient with the Patient Selector. Clicking the green plus will activate the bottom portion of Orders within the Patient’s chart. An Order is broken into three parts, the Order Details, the Order Assignment and Status, and the Order Notes.
Start by entering in all of the Order Details by selecting the Labs Order Type from the first drop down box. Enter in the Provider and the Office for this Labs Order. These will pull the patient’s information by default. Select the correct Incident within MacPractice. The Incident menu can be used to help organize your labs. Ask your manager about the workflow in your office. Enter in a Short Description for the Lab Order within MacPractice. Be sure to give this Order a useful name as the Short Description will be available on the patient’s Clinical Summary. A Long Description can be added to help organize the Order within the patient’s chart.
Once all of the Order Details have been entered, move to the Order Assignment and Status. Assign the Order to a user in the office. This user should be the user that will be receiving the results from the Lab. The status will default to Open, this status should not be changed until the results have been entered into MacPractice. The Due Date can be used for one of two purposes; you can record the date that the patient should be seen in the lab, or you can record the date that the results should be made available. This date is only used for tracking purposes within MacPractice. Use the Edit menu or the keyboard shortcut, Command S to save this order.
Once this record has been saved, it is recommended to scan the paper order form, or save the electronic form as a PDF into MacPractice. This can be completed by navigating to the Attachment tab within the Order. Click the green plus to select an existing Attachment within MacPractice or to select a document from your computer.
When the result have been made available to the office, navigate to the patient’s Order. The test results can be entered within the Notes section. The attachment results can be saved within the Order under the Attachment tab.
Assign the Order to a clinician to be reviewed. The Assigned User will see a red notification on the Orders icon within the toolbar. This notification will change based on the patient that is selected. Deselect the patient from the Patient Selector to see all filtered Orders that are open for your practice.
Select the Order to see the patient’s results. Use the Notes field to add any notes for the lab. Change the Short Description to include Normal or Abnormal. Sign the Order to place your digital signature on the Order. Note that the user will be required to enter their password to sign the Order. This will lock the Order Details section from any additional changes.