Salesforce

Orders Guide - Creating tests for Order Forms

« Go Back
Information
Orders Guide - Creating tests for Order Forms

Contents

 



Overview

What are user-created tests?

For our 5 order forms (lab, imaging, cardiac, pulmonary, and sleep), all users can create additional tests with custom names. These user-created tests are saved in the respective compendium of each order type and can be ordered for any patient.

 

Please note, if you are eOrdering labs (i.e. you have a bidirectional interface with a lab vendor), you’ll be required to use their proprietary compendium and won’t be able to include user-create tests.




What is the purpose of user-created tests?

User-created tests give you more flexibility when placing an order - it means you’re not constrained to the tests that are in Elation’s generic compendium. After a test is created, anyone in your practice can select the test when creating a lab order for any patient. 




Workflow Instructions

The instructions for creating a lab test are different from the instructions for creating an imaging, cardiac, pulmonary or sleep. Follow the instructions below carefully when creating the test you need.

 

Creating a lab test

To create a lab test:

1Open a lab order draft.
2Type the full name of the new test in the Tests field.
3In the dropdown menu, click Create a new test with this name.
4Verify the name of the test in the pop-up box that appears.
5Click Create Test to save the test to your practice's lab test compendium.
6You can now use this user-created lab test for any patient.

 

ℹ️   CAUTION
Take caution when adding new lab tests to your test database. User-created lab tests cannot be edited or deleted.

 

 

Creating an imaging, cardiac, pulmonary or sleep test

To create an imaging, cardiac, pulmonary or sleep test:

1Open the Order Form that the test is associated with.
2Type the full name of the new test in the Test field.
3Complete the rest of the order as you normally would.
4Sign the order.
5The test is now stored in your database and you can use this test for any patient.

 

ℹ️   CAUTION
Take caution when adding new lab tests to your test database. User-created tests cannot be edited or deleted. 

 

 

Frequently Asked Questions

I noticed I misspelled a test after I added it to my test database. Is there a way for me to edit it? 

User-created tests cannot be edited or deleted. You will need to create the test again using the correct spelling.

 

How many lab tests can I add to a single lab order?

You can add up to 40 lab tests per lab order.

 

 

Related Articles

Properties
Creating-tests-for-Order-Forms

Powered by