How do I create a Quest lab order?

If you're connected to a lab other than Quest, please see How do I add or create a lab order?


With Quest electronic ordering in your EHR, you can:


Make ordering simple and efficient.

  • Place an order right from the patient chart with a workflow that’s simpler than paper.

  • Any test or set of tests can be saved as a template for future use, allowing you to quickly reorder a frequently used panel.


Deliver better patient care.

  • Instead of manually tracking patient orders and results, you can now see them in one accessible location in the patient chart.

  • View which orders haven’t been completed to help track patient adherence.

  • Display a list of all past orders or results received to inform your order and support patient care decisions.


Click the link below to view each section:

Get Started

Enable specimen collection settings

Set up your order

Lab ordering shortcuts

Complete your order

Review your order summary

Reconcile insurance and missing patient information

Advanced Beneficiary Notice of Noncoverage (ABN)

Printing

View submitted orders

Frequently Asked Questions

Get Started

Connect your EHR with your Quest account: If you're already receiving lab results in your EHR from Quest, you can skip this step. Your account will be automatically enabled with electronic ordering.


If you have not yet set up your Quest account with your EHR (or need to request a new one), please follow the steps in the article "How do I sign up for a lab integration?" and search for Quest. Practice Fusion will notify you once your connection has been approved.


Enable specimen collection settings

If your practice collects lab specimens in-house, Practice Fusion makes it easy to print Quest-approved labels.

Note: This step can be completed only after  your practice has been connected to Quest.


1. Navigate to Settings --> Lab ordering specimen collection settings

2. Enable specimen collection by selecting "My practice collects specimens on site"

3. If your EHR is also connected to regional labs, select your preferred specimen label type under General settings


For more information about general specimen label printing (including installing label printer drivers), see "How do I create a specimen label for my lab order?"




4. For Quest labels, select either Dymo 450, Basic Avery or Quest Standard.

  • Quest Standard is a specimen label type that you may request from your Quest representative.

  • Dymo 450 and Basic Avery are secondary, Quest-approved options to print specimen labels (Note: In order to utilize Dymo specimen label printing, you must update your Dymo software to version 8.5.3 or higher.)

5. Select Save to save your specimen label options.


Set up your order

Once your practice is connected to Quest and specimen options are set up, you're ready to begin ordering.


1. Navigate to a patient chart.

2. From the Actions menu, select Add lab order. If you are charting an encounter, you can also scroll down to the Orders section and click Add



Time-saving tip: If you have previously ordered labs for this patient, your order will automatically pre-populate your last selected lab.


3. If the preferred lab for your order is not already selected, select one from the drop down list.



4. To add new tests, you may search for items using either the name or your lab’s test code. Once you've added your tests, you can indicate if certain tests will be collected at the lab, or select Collect at Lab (All) . If you have indicated in your Specimen settings that your practice doesn't collect specimens on site, Collect at Lab (All) will automatically be selected.



5. You can search for a new diagnosis or select one from the patient's diagnosis history in the details pane on the left for easy selection. You'll also notice that pending orders and templates are listed to the left of the order in the details pane.




Search by description, ICD-9 code, or ICD-10 code within the Add diagnosis field to select from a list of related diagnoses. If you select an ICD-10 code or an ICD-9 code that matches to one ICD-10 code, the ICD-10 code will automatically be added to the order. If the diagnosis maps to multiple ICD-10 codes, use the refine search filters to narrow the number of results and select the correct ICD-10 codes. Select Show code to display both diagnosis codes and descriptions. For  detailed instructions on adding ICD-10 diagnoses, please see: How do I add ICD-10 codes to lab and image orders?


Time-saving tip: Use your details pane to quickly populate orders. You'll notice that the ordering details pane automatically extends from the ordering screen. This panel gives you access to several time-saving features to build your order.

Note: You’ll notice as you build your order that details populate on the left side of your screen. Use this as a navigation tool to edit specific portions of your order by clicking on the relevant section.


Lab ordering shortcuts


Templates: At any point during your ordering process, you may save your order as a Template. Templates allow you to easily save frequently ordered tests such as A1C, CBC, etc. You may associate diagnoses with Templates for billing purposes as well. Selecting a Template during the ordering process automatically populates your order with associated diagnoses and tests for the Lab that you've selected. Templates may be kept personal or shared with your practice. Please note that if you have previously created a template containing ICD-9 codes, you will be prompted to update the diagnoses within the template to ICD-10. For more information, please see: How do I create and edit a lab order template?


Recent: The recent section in your details pane lists all recent tests ordered for this patient. Tests ordered from the lab you have selected for the current order can be clicked to add to your order in progress.


Diagnoses: The diagnosis tab of the details pane allows you to quickly select patient diagnoses  that have been recorded within the patient's chart. If you select an ICD-10 code, the diagnosis will automatically be added to the order. If you select an ICD-9 code, you will first need to upgrade the code to ICD-10. Once you have selected the specific ICD-10 code, the diagnosis will be added to the order. For detailed instructions on adding ICD-10 codes, please see: How do I add ICD-10 codes to lab and image orders?


To create a new Template for your currently selected lab, fill in tests and diagnosis and select Save as Template, available from the down arrow to the right of the Save button. Select Allow practice to use template to share with your practice.


Complete your order


1. Select Next to proceed to enter test specific details such as specimen collection information. At this point you may also add any relevant comments or questions by filling out the Specimen note section.


2. In the Specimen section, you may select Collect at lab to indicate to Quest that you will be sending your patient to a Patient Service Center for specimen collection. Tests flagged with this indication will be processed by Quest separately.


3. The test details screen will repeat per test that you are ordering


Time-saving tip: Use the quick preview feature to review recent results to determine whether your order should contain a follow-up test. Select Open this lab result to open a new tab with the result you're interested in.




Review your order summary

The final step is to review your order summary which allows you to:

  • Remove any tests that you decide you don't need - select the x next to the test in the summary

  • Supply payment information - this is required for Quest ordering

  • Reconcile any missing patient information

  • Advanced Beneficiary Notice of Noncoverage (ABN)

  • Assign primary and ordering providers

  • Add a note to the order

  • Associate your order with a chart note. If you created the order within an encounter, the associated chart note will be automatically selected. Orders will display in the Orders section of their associated encounters. If necessary, the selected encounter date can be edited prior to or after sending the order.

Reconcile insurance and missing patient information

Quest requires that certain fields be sent along with your order to ensure efficient processing. On the summary page, you may notice validation messages prompting you to provide more information. These fields will only need to be filled in once (per patient), and Practice Fusion makes this as easy as possible for you.  


Time-saving tip: If you typically have someone else in your practice handle patient insurance and demographics, or if you simply don't want to waste face-time with your patient to handle these details, save your order at this point. Any incomplete saved orders will automatically create a Task which can be reassigned to front-office staff, or anyone else in your practice who can work with the patient to reconcile missing information and submit the order.


1. Select the provided link to be taken to the portion of the patient chart that requires your attention.



2. Missing fields within the patient chart will be flagged. Fill in the information, click Save to save the patient profile, and you will be automatically taken back to the appropriate step of your lab order.



3. Once back in the order, your validation messages will automatically clear, and you can submit your electronic order.


Advanced Beneficiary Notice of Noncoverage (ABN)

If your order is placed on behalf of a Medicare patient, you may need to complete an ABN form. The ABN lists the items or services that Medicare isn't expected to pay for, an estimate of the costs for the items and services, and the reasons why Medicare may not pay. The patient, or the patient's representative, may need to sign this form in order to proceed with your lab order.


Practice Fusion provides a real-time service for Quest orders to generate an ABN form for you. If an ABN is required, the document will be presented in the ordering screen so that you may print it and check off that the patient or their representative has signed it.


1. Click the link for the ABN PDF, present it to your patient, and then indicate that they have signed it in the ordering screen.




2. If your patient is not comfortable with the cost of a certain test, you may remove it from the order on this screen by selecting the x next to the test at the top of the screen. This action will prompt you to request the ABN again to ensure accuracy.


You may receive feedback from the ABN service such as the diagnosis message shown here. This is a purely informational message that you may want to adjust your diagnosis code to ensure an accurate ABN form, and proper billing for your order.


If you receive a message that the ABN service is down, please save your order and process at a later time.




Printing

Once you submit your order, you may print requisitions and specimen labels as needed, keeping in mind that the order has been electronically submitted to Quest at this point.

Note: If you are sending specimens that have been collected in-house to Quest, please provide the printed requisition rather than the specimen notes.


1. Select the print icons next to the document you'd like to print in the left-side navigation, or proceed through the order summary by clicking Next.

More information on printing specimen labels can be found here.




View submitted orders

Submitted orders may be found in your patient's Timeline or Quick Preview, along with a submission status.

  


If you associated the order with a chart note, the order will display in the Orders section of the encounter with the current status.

  


Frequently Asked Questions

Q: Once I’ve clicked Send on my lab order, will it go directly to my lab or will I still need to print out a form for my patient or provide them with the order number?

A: Once you've clicked Send on your lab order, the order is sent directly to the lab. You should also print the requisition. If you collect specimens in-house, the printed requisition can be sent with the specimen. If the patient will be going to a patient service center, the requisition should be given to the patient to take to their appointment. 


Q: Once an order is placed from Practice Fusion, how do I make an appointment for the patient to go to a patient service center?

A: Go to https://secure.questdiagnostics.com/hcp/psc/jsp/SearchLocation.do


Q: Does the patient need to know the order number when scheduling an appointment?

A: No, the order number is not necessary when scheduling an appointment. The order can be found using patient’s first name, last name and their state. It always a good idea to provide the patient with a print out of their order for their reference.


Q: Can patients go to any Quest location once the order is placed?

A: Yes, if it is routine lab testing. The order will be accessible by any Quest location once transmitted and patient can visit whichever patient service center that is most convenient.


Q: What is the best way to confirm a lab order has been processed?

A: Submitted orders may be found in your patient's Timeline or Quick Preview, along with a submission status. If you associated the order with a chart note, it will display in the Orders section of the encounter with the current status.


Q: How do I cancel or edit an order after hitting Send?

A: For orders that have been Sent, Quest uses a form to communicate adds/ cancels. Please call your Quest representative or Customer Service to have these forms sent to your practice.


Q: How do we indicate that the test is fasting?

A: For specific tests, you will be required to indicate if the the test is fasting. (Ex. Glucose blood)


Q: How do you indicate a stat order?

A: Simple check the Stat box once you’ve entered your test.


Q: Do we need to send the signed ABN to the lab?

A: If the Quest patient service center is going to draw the specimen, the ABN will print and be completed when the patient is at the Quest site.


Q: What’s the difference between a specimen note and a test note?

A: Specimen notes refer to any commentary you’d like the lab to receive regarding the test specimen. Test notes can be used for any additional non-specimen related information for the test.


Q: Do we need a special label printer for specimen labels?

A: If you are using the Dymo label type, you will need to use a Dymo label printer. Ensure that you are using Dymo software version 8.5.3 or higher. Otherwise,  you do not need a specific label printer.


Q: What are the benefits of ordering labs in your EHR versus providing patients with paper printouts?

A: Instead of manually tracking patient orders and results, you can now see them in one accessible location in the patient chart. Easier access to all relevant patient information helps inform your care decisions to support better outcomes. With the new easy-to-use ordering interface, we’ve created an efficient way for you to place orders and receive results all within your EHR. Taking advantage of:

Order templates – Any test or set of tests can be saved as a template for future use.

ABN notification (LabCorp/Quest Diagnostics only) - Check Advance Beneficiary Notice of Noncoverage (ABN) details for Medicare patients before placing your order.

Track results over time with flowsheets - View all historical results and orders over time to make more efficient treatment plan decisions.

Patient adherence. By placing and receiving lab and imaging orders and results in your EHR, you can keep an eye on your patient’s progress. Learn more



Labs & Imaging

  1. How do I sign up for a lab integration?
  2. How do I add or create a lab order?
  3. How do I add ICD-10 diagnoses to lab and image orders?
  4. How do I create and edit lab or image order templates?
  5. How do I create a specimen label for my lab order?
  6. How do I view my lab results?
  7. Why can’t I sign my lab/imaging result?
  8. How do I sign a result and remove it from my Tasks List?
  9. How do I manually enter lab or imaging results?
  10. How can I connect to imaging centers?
  11. How do I create or add an imaging order?
  12. How can I share lab results with my patients?
  13. How do I suggest a lab or imaging center?
  14. Printing lab orders when insurance information unavailable
  15. How do I reassign/change a patient on a lab result?
  16. Why are lab results coming in "Unassigned?"
  17. What are the next steps once I am integrated with a lab or imaging center?
  18. How do I change the provider when recording a lab/imaging order?
  19. How do I assign a lab result to a patient?
  20. What is the status of my lab or imaging integration request?
  21. What is structured data or a structured result?
  22. How do I send a message from a lab result?
  23. How do I delete a lab order?
  24. How do I comment on a lab/imaging result?
  25. How do I correct the patient's name that lab misspelled?
  26. How do I order a medication from a lab result?
  27. How do I create custom lab test?
  28. How does a lab vendor sign up for the Labs API?
  29. We have only 1 provider in our office but lab results are coming in under different staff members names
  30. How can I print lab results?
  31. How do I delete a signed lab or encounter?
  32. How do I delete a lab result?
  33. Why are inactive providers in the Labs drop-down filter?
  34. How do I send several lab results simultaneously to a Patient Fusion (PHR) account?
  35. Has anyone successfully integrated a hospital lab with Practice Fusion?
  36. What do I do if my lab integration request was denied?
  37. How do I create a LabCorp order?
  38. How do I add labs to my EHR that are not bound for electronic orders (Universal Lab Ordering)?
  39. How do I create a Quest lab order?
  40. How do I choose the right lab observation for my flowsheet?

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