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User Manual

Add-on

Lab Orders

Order lab tests, receive and enter results, flag abnormal values, share with patients through the portal.

Route
/dashboard/addons/lab-orders
Roles
Add-ons permission to configure. Any clinician with the Lab Orders permission can create orders and enter results.
01

Overview

Lab Orders covers the whole lab workflow: order a test, send it to the lab, receive the result back (CSV, PDF, or manually entered), flag abnormal values, and optionally publish to the patient's portal.

02

Activation

  1. 1Dashboard → Add-ons → Lab Orders → Activate.
  2. 2Open Settings to set lab report header text and default currency.
  3. 3Build the test catalog before creating any orders.
03

Test catalog

Lab Orders → Catalog. Organise tests into categories (Blood Work, Microbiology, Imaging) and define each test.

  • Test name, code, unit, normal range (min and max), price.
  • Categories can be reordered; tests can be moved between them.
  • Deactivate tests you no longer run but need for historical orders.
04

Creating an order

  1. 1Lab Orders → New Order.
  2. 2Pick the client and the ordering clinician.
  3. 3Add tests from the catalog — each shows its reference range so you know what's abnormal once the result comes.
  4. 4Save. The order shows up on the main list with status Ordered.
05

Recording results

  1. 1Open the order.
  2. 2For each test, enter the value; if it's outside the normal range, flag it High, Low, or Abnormal.
  3. 3Attach the lab's PDF or image as supporting evidence.
  4. 4Save. Status moves to Results Received; a clinician review step is optional.

Alerts on abnormal values

Flagged values get a visual alert on the order detail and — if the Notifications add-on is enabled — can trigger a message to the ordering clinician.

06

Status workflow

Ordered
Created but not yet sent to the lab.
Sent to Lab
Actively at the lab.
Results Received
Values entered; flags applied.
Reviewed
A clinician has reviewed the results.
Cancelled
Order withdrawn.
07

Tips

  • Accurate normal ranges are the whole point. A missing or wrong range means abnormal flags are meaningless.
  • Attach the original lab PDF every time. Entered values are for querying; PDFs are the legal record.
  • Publish results to the patient portal only after review. The Reviewed status is what unlocks visibility.