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How to Order Tests

Overview

In this tutorial, we will review how to order tests via the Zoetis Lab Integration.

There are a few ways to submit a test to the lab. The option chosen should match the workflow ideal for your business.

Option 1:

Ideal for users that want to submit the tests directly to the inhouse machines or reference lab. This is the fastest option.

Option 2:

Ideal for users with a Lab Manager, who receives samples and processes them in an order determined by them.

Option 3:

Ideal for users with a Lab Manager, who receives samples and processes them in an order determined by them. Additionally, this option is best for users that do not want staff members adding charges.

Once the test is submitted to the lab, Wise Option will add the linked charge as a procedure.

Where you order the test from does matter. This is where the procedure will be added.

  • If you order the test from an open Outpatient, Ambulatory, or Show invoice, the procedure will be entered on the invoice.

  • If you order from the Patient File or Summary Card, the procedure will be added to that patient's unbilled miscellaneous procedures.

  • If you order from the Hospital Record, the procedure will be added to that hospital invoice.

Package(s) Required:

One packages below is required in addition to the Foundation package. If you have questions about this please contact your account manager.

  • IMPACT

  • Hospital

Estimated Time to Complete – 10 minutes

Instructions

Click the tabs below based on the version of the Wise Option software you need instructions on.

Video How-To

Video Coming Soon

Step-By-Step Guidance

Option 1

  1. Add the procedure that is linked to the lab test (or a package with task links which are linked).

  2. A pop up will appear, please click "ok"

  3. Review the test(s) which will be run, professional notifications, sample collection date, and run status.

  4. Click "Run Test"

  5. This will submit the test to the reference lab and/or inhouse machines.

Option 2

  1. Add the procedure that is linked to the lab test (or a package with task links which are linked).

  2. A pop up will appear, please click "ok"

  3. Review the test(s) which will be run, professional notifications, sample collection date, and run status.

  4. Click "Submit Test"

  5. This will submit the test to the lab. From this point, the lab manager can select the samples they would like to submit and when.

Option 3

  1. Click the lab button in the correct area for your entry

  2. Click Lab Request

    • If prompted, please confirm the information that comes up

  3. Select the tests you would like to order and move them over to the center area

    • Review the user's notification on the right

  4. Click Submit

  5. Go to the Lab Log > Right-click on the order status to mark it as received > right click again to mark it as Submitted to lab

  6. Run Blood work.

  7. Open blood work results on the lab log, and Wise Option will automatically save them on the patient image file.

Resources

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