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Send a lab request for payment ​

When you need this ​

You are a nurse at a partner hospital, and a doctor wants lab tests for a patient. You fill in the lab request in the lab's system, in place of the paper form. You don't take the payment: you send the request for payment, and your reception or accounts takes the money and checks the patient in. Then you take the samples.

Steps ​

Send the request ​

  1. In the sidebar, click Lab requests, then New lab request.
  2. Under Patient, find the patient, or register them if they are new.
  3. Under Requesting doctor, choose the doctor who asked for the tests. If the doctor isn't on the list, click Add a doctor.
  4. Under Tests and charges, add the tests the doctor asked for.
  5. Under Clinical details, type what the doctor wrote: the patient's symptoms or the reason for the tests.
  6. Click Send for payment. The button shows Sending… while it saves. Send the patient to reception or accounts with their medical aid card, if they have one: they set who pays and take the money there.

📷 lab-request-send-for-payment – not taken yet – after deploy to staging

Take the samples, once the patient is checked in ​

  1. In the sidebar, click Laboratory, then the Lab orders tab, and open the patient's order.
  2. Under Specimens, click Add Specimen. Choose the Specimen Type and Container Type, then click Save.
  3. On the specimen's row, open the three-dot menu and click Collect. Check Collected At, then click Collect. The specimen gets its barcode.
  4. On the same menu, click Print Barcode, and stick the label on the sample.

📷 lab-order-collect-specimen – not taken yet – after deploy to staging

What you should see ​

  • After step 6, the message Sent for payment, and you are back on Lab requests. The request reads Waiting for payment until someone who takes payments checks the patient in.
  • After step 9, the specimen's status is Collected, and its barcode shows on the row.

If something goes wrong ​

  • There is no Who pays, no prices and no Summary, and the only button is Send for payment: this is how it should be. Your role sends requests; reception or accounts sets who pays, takes the payment and checks the patient in.
  • A medical aid patient: the request waits for the lab's claims team to get the medical aid's authorization and check the patient in. Take the samples after that.
  • The order isn't under Lab orders yet: the patient hasn't been checked in. Ask reception or accounts to check them in first.
  • There is no Print Barcode on the menu: the specimen isn't collected yet. Click Collect first.
  • There is no Add Specimen button, or no Collect on the menu: your role can't collect samples. Ask the lab to add it to your role.
  • "Add the tests the doctor asked for": a request can't be sent with nothing on it. Add the tests under Tests and charges.
  • "Enter the clinical details: why the tests are needed": they are always needed when tests are ordered, and you can't send the request without them. Ask the doctor.