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Labs Page in Patient Dashboard

Manage and assign unassigned labs easily using the Labs tab in the patient's profile—all in one centralized place.

Blake Nadilo avatar
Written by Blake Nadilo
Updated this week

Overview

Within the patients dashboard, there is a "Labs" tab, which houses all the clinic's unassigned, pending, completed, not sent and expired labs. You can filter, search and sort the labs to easily find what you are looking for.

The provider who is listed on the lab's medical record, will receive a task and notification (if the lab notification is turned on) when the lab results are in. The results can be clicked on and viewed directly from the task.

Click here to learn about tasks.

Click here to learn about notifications.

Labs Page Tutorial:


Using the Lab Queue

Learn how to filter, search and sort in the lab queue.

Click the arrow to learn more

To access the lab queue, navigate to the "Patient Dashboard", and select the "Labs" tab.

Filtering

There are 2 filters to choose from; Vendors and Status. To filter by the Vendor, click the dropdown and make your selection. This will filter by any lab integration that is currently enabled.

To filter by Status, select the status dropdown and make your selection. There are 5 statuses to choose from: Unassigned, Not Sent, Completed, Pending, and Expired.

Searching for Labs

Quickly search for the applicable lab by using the search bar. Search by patient name, species or the lab test name.

When using the search bar, it will search based off on the Vendor and Status filters that are applied.

Sorting

There is a sort function on the Patient, Species, Test, Test Date, and Results Date columns.

Click the sort button next to the desired column header. For example, if the "Test Date" column is currently showing the most recent dates first, clicking the sort button will switch it to show the oldest dates at the top.


Lab Statuses

Learn what all five statuses mean and how to assign an unassigned lab result to a patient.

Click the arrow to learn more

Unassigned Status

There could be a number of reasons a record will come back unassigned. The most common reasons being that if a step was missed during the workflow, or if a record was deleted after the lab was submitted. Manage who receives a notification from the Labs option in the Notification Settings.

How to Assign an Unassigned Lab:

  1. Filter for the "Unassigned" Status, and either find the unassigned lab in the list or search for the lab within the search bar

  2. Click the "Assign" option on the right of the lab

  3. The patient will autofill in the "Patient" field, or search for the applicable patient if needed. Next, select the "Record" type you need. If there is no record yet, select "Create new record". Otherwise, select the dropdown and choose where the record should be assigned. The system will look and see if the patient has any current lab records that the lab can be assigned to

  4. If "Create new record" is chosen, the "New Record" form will appear. Fill out the new record and select "Save"

Not Sent Status

This status will display any labs that have not been sent yet. If needed, you can use the red hyperlink to jump to the patient, and send the lab.

Completed Status

This status will display any labs that have successfully been completed and attached to the patient's record.

Pending Status

This status will display any labs that were submitted, and the results are currently pending.

Expired Status

This status will display any labs that have expired, and are no longer valid. You will have to create a new record for any of these labs if needed.

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