Creating Pathology Requests

Brief Overview

Pathology requests can be created during a Standard Consult or a Quick Consult, and are printed onto pre-printed pathology request paper. Before beginning the instructions in this guide, you should load your printer with the template you wish to use, and set your favourite and default lab request forms. 

Note: If you wish to print a pathology form to plain paper, you can request a custom form to be created for your practice at an additional cost. Email support@clinictocloud.com.au for more information.

 

Short Version

  • Open a consult for a patient. 
  • Click the Plus + icon on the Pathology tab.
  • Select the laboratory from the Request To drop-down menu.
  • Tick the Urgent or Bulk Bill boxes if relevant. 
  • Select the tests from the Tests menu or create a new test. 
  • Record any Clinical Notes
  • CC any required contacts and companies using the CC field. 
  • Make any relevant selections from the Fasting and Critical radio buttons. 
  • Provide a reason in the Reasons field if required.
  • Click Create and Print.

 

Instructions

Pathology requests can be created during a Standard Consult or a Quick Consult.

  1. If writing a request for a Standard Consult, double click on the patient appointment.
    Appointment.png

  2. If writing a request for a Quick Consult, click the Quick Consult button and then search for and select the patient.
    Quick_Consult.png
    Search_for_Patient.png

  3. Click the Plus + icon beside the Pathology tab on the left.
    Pathology_tab.png


  4. Select the lab you'd like to use from the Request To field. If you have set a default lab form in your settings, then this will be pre-selected for you.
    Request_To.png

    Note: If you do not see the laboratory you would like to request from, please follow the instructions within this guide to enable the form.

  5. Tick the Urgent tick-box if required.
    Urgent.png

  6. Tick the Bulk Bill tick-box if required.
    Bulk_Bill.png

  7. Select the tests you require from the Tests drop-down menu, or click the Plus + icon beside the Tests field to add a new test. 
    Tests.png

    A) If you clicked the Plus + icon above, click on Add Item.
    Add_test.png

    B) Record a name for your test and then click the Tick √ icon. 
    Add_Test_Name.png

    C) Click the Close or X buttons.
    Close_path_test.png
    D) Search for and select your test/s from the Tests drop-down menu.
    Search_Test.png


  8. Record your notes into the Clinical Notes field. 
    Clinical_Notes.png


  9. If the patient has a referring doctor or any interested parties recorded, click the relevant buttons. Otherwise, you may type into the CC field to search for any contacts you would like to receive a copy of the results. 
    CC.png

    A) If the Contact or Company do not already exist, you can click on the Contact or Company buttons to add a new record.
    Contact_Company.png

    B) Follow the relevant link for more instructions on how to create a new Contact or new Company record.

  10. Select from the FastingNon-fasting, and None radio buttons. 
    Fasting.png


  11. Select from the CriticalNon-Critical, and None radio buttons. 
    Critical.png


  12. Tick the Homone RT, Pregnant, TSI, or Aboriginal tick-boxes where required.
    Hormone_TSI.png


  13. If your test is in relation to a pap smear, expand the Pap Smear drop-down using the > icon , and make the relevant selections from the options provided.
    PAP.png
    Pap_smear_options.png



  14. Select a reason from the Reasons drop-down menu, or click the Plus + icon to add a new reason. 
    Reasons.png

    A) If you clicked the Plus + icon above, click on Add Item
    Pathology_Request.png

    B) Type your reason into the field provided, and then click the Tick √ icon.
    Add_reason_name.png

    C) Click the Close or X buttons.
    Close_REasons.png

    D) Search for and select your reason from the Reasons drop-down menu.
    Select_Path_Reason.png

  15. If you are likely to require this test/s again, you can click the Save as Favourite button to easily recall this information in future. 
    Save_as_Favourite.png

    A) If you clicked on Save as Favourite, you will need to provide a name for your favourite by typing into the Name field. We would recommend providing a descriptive name so you know what is included in this template.
    Name_Favourite.png

    B) Click Save.
    Save_Favourite.png

    C) The next time you would like to use this favourite template in future, you can select this from the Favourites drop-down menu at the top of the window. 
    Favourites_menu.png

    D) To permanently delete a favourite, select your favourite in the Favourites menu, and then click on the Trash Can icon. 
    Delete_Favourite.png

  16. Click on Save or Save & Print.
    A) Create will add the record to the patient, but will not print a request form.
    B) Create & Print will save the request to the patient, and print the request form using the template you have selected from the Request To field. 
    Create___Create___Print.png

  17. The request will then be saved in the patient's record, in the Pathology tab, under Requests
    Pathology_requests_tab.png

  18. You can click on the Repeat button to quickly repeat a request if the patient requires the same tests another time .
    Repeat___Ptiny.png

  19. You can click on the Print button to reprint a request form for a patient. 
    Reprint.png

 

Further Reading

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