📝 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.
🎥 Labs Page Tutorial
🔬 How to Use the Lab Queue
Learn how to filter, search and sort in the lab queue.
Click the arrow to learn more
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 within the lab queue.
💡 This section will cover how to assign an unassigned lab result.
Click the arrow to learn about lab statuses
Click the arrow to learn about lab statuses
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
Filter for the "Unassigned" Status, and either find the unassigned lab in the list or search for the lab within the search bar
Click the "Assign" option on the right of the lab
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
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.
🔔 Lab Notifications
When lab results are in, it is important for the provider to be notified so they can review the results. This section covers how notification and tasks are generated for labs.
Click the arrow to learn more about lab notifications
Click the arrow to learn more about lab notifications
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.
The lag page allows both providers and staff to access any patient's lab results—ideal when a provider is out or staff are managing results. Notifications can be enabled under Labs in notification settings.
💡Explore our Help Center articles below to learn more about managing notifications and tasks.
If you need image results to automatically generate tasks for staff subscribed to diagnostic image notifications, navigate to Settings > Configurations > View Configurations. Search for Global Notification Settings within the search bar on the top right of the list and turn on the Labs option.
❓Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
Click the arrow to view frequently asked questions
Click the arrow to view frequently asked questions
What is the Lab Queue and where do I find it?
Click the arrow to view the answer
Click the arrow to view the answer
The Lab Queue is located in the Patient Dashboard under the Labs tab. It displays all of the clinic's labs, including unassigned, pending, completed, not sent, and expired results. You can filter, search, and sort to quickly locate what you need.
What filters are available in the Lab Queue?
Click the arrow to view the answer
Click the arrow to view the answer
There are two filters: Vendor and Status. The Vendor filter displays any currently enabled lab integrations. The Status filter includes five options: Unassigned, Not Sent, Pending, Completed, and Expired.
Why would a lab result appear as "Unassigned"?
Click the arrow to view the answer
Click the arrow to view the answer
A lab result is marked Unassigned when it cannot be automatically linked to a patient record. This typically occurs when a step in the workflow was missed or when a record was deleted after the lab was submitted. You can manually assign it by selecting Assign, searching for the patient, and choosing an existing record or creating a new one.
Who receives a notification when lab results are available?
Click the arrow to view the answer
Click the arrow to view the answer
The provider listed on the lab's medical record receives a task and notification when results come in, provided lab notifications are enabled. Results can be reviewed directly from the task. Staff can also access lab results through the Labs tab, which is useful when a provider is unavailable.
How do I enable lab notifications?
Click the arrow to view the answer
Click the arrow to view the answer
To enable lab notifications, go to Settings > Configurations > View Configurations, search for Global Notification Settings, and turn on the Labs option. You can also manage individual notification preferences through the Labs option in Notification Settings.