Patient Identifiers
Full legal name, DOB, medical record number, and contact details for accurate matching and result delivery; include second identifier where possible.
A correctly completed Healthcare Labs Requested Form speeds processing, reduces specimen rejections, protects patient privacy, and ensures accurate billing. Accurate clinical information and billing codes also help insurers determine coverage and reduce denials.
Responsibilities vary: clinicians confirm medical necessity and sign orders, clinic staff ensure identifiers and insurance data are correct, and lab staff verify specimen integrity and code tests for reporting.
As the authorized ordering provider, the physician verifies clinical necessity, selects appropriate tests and CPT/LOINC codes, and signs or e-signs the form. The ordering provider is responsible for patient consent documentation and any prior-authorization steps required by payers.
The lab intake specialist confirms patient identifiers, specimen labeling, and collection time. They log accession numbers, note any discrepancies, and escalate incomplete or inconsistent requests back to the ordering clinic for correction.
Full legal name, DOB, medical record number, and contact details for accurate matching and result delivery; include second identifier where possible.
Provider name, NPI, contact info, and signature or e-signature to authorize testing and meet payer and lab policy requirements.
Diagnosis, symptoms, relevant history, and clinical justification to support test selection and medical necessity reviews by payers and labs.
Requested tests, CPT/LOINC codes, specimen requirements, priority (routine/STAT), and any special handling instructions for accurate processing.
Insurance payer, subscriber ID, relationship to patient, and billing party to reduce claim denials and route invoices correctly.
Patient consent for testing and data sharing, plus any HIPAA or research authorizations required for release or secondary use of results.
| Field | Configuration |
|---|---|
| Authentication | HIPAA BAA; MFA or secure token where required |
| File Format | PDF, PDF/A, or HL7/HL7 FHIR payloads for EHR integration |
| Notifications | Auto-email/SMS confirmations to ordering provider and patient |
| Integrations | EHR and LIS integrations (e.g., Epic, Cerner, NetSuite connectors) |
Verify the receiving lab’s accepted formats and authentication methods before implementing electronic submission to prevent rejections and delays.
| Criteria | Electronic | Paper |
|---|---|---|
| Turnaround | faster routing | manual handoff |
| Error Rate | lower with validation | higher with handwriting |
| Audit Trail | limited | |
| Storage | encrypted digital | physical file |
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |