Patient Information
Full legal name, DOB, sex, contact information, and medical record number ensure the lab links results to the correct record and avoids misidentification.
Ensure the correct role signs and retains copies according to institutional policies and applicable retention rules.
Full legal name, DOB, sex, contact information, and medical record number ensure the lab links results to the correct record and avoids misidentification.
Primary and secondary payer details, policy numbers, and billing party designation determine claim routing and whether prior authorization is required.
Clear test names or CPT codes plus panels and reflex instructions prevent incorrect assays and reduce the need for repeat collections.
Specify type, container, preservatives, fasting status, and collection time to meet assay stability and processing requirements.
Provide diagnosis codes, clinical history, and relevant medications so the laboratory can interpret results and apply appropriate testing algorithms.
Include ordering provider name, NPI, signature, and date to validate medical necessity and meet payer and regulatory requirements.
| Field | Configuration |
|---|---|
| Patient Demographics Field | Auto-populate from EHR via integration to reduce entry errors |
| Test Selection Field | Dropdown with CPT codes and panels to standardize orders |
| Specimen Detail Field | Conditional fields for collection time and fasting status |
| Routing Rule | Send orders to collection center and lab inbox automatically |
Align platform settings with institutional privacy rules and ensure staff training before go-live.
Follow assay-specific stability windows to ensure valid results
Same-day courier delivery often required for time-sensitive tests
Most routine chemistries return within 24–48 hours
STAT orders commonly reported within hours
Claims submitted per payer timelines to avoid denials
Provider completes and signs the order; verifies insurance
Sample is drawn, labeled, and logged into the chain of custody
Testing and QC performed; results validated by lab personnel
Final report delivered to ordering clinician and recorded in chart
| 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 | Yes, 7-day trial | Varies | Varies | Yes, limited trial | Yes, limited trial |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |