Managing lab cases

The lab cases list displays the outstanding and received lab cases that are attached to appointments for a specified day or week. You can use the list to contact labs and update the statuses of cases.

To manage lab cases

1. Do one of the following:

   • On the Schedule menu, click (or tap) Lab Cases.

   • On the location's Overview page (dashboard), click (or tap) the Outstanding Lab Cases box.

   The Lab Cases page opens.

2. Navigate to the day or week of the appointments for which you want to manage outstanding and received lab cases.

   

   Notes:

   • Appointments are grouped by date and then by lab, and then they are listed in chronological order.

   • You can view appointments for specific providers by selecting the desired providers from the View menu.

   • A patient's appointment appears on the Outstanding or Received tab according to the status of the attached lab case.

3. As you go down the list of appointments on each of the tabs, use the phone numbers displayed to contact each lab as needed.

   

   

   Note: For each appointment, the due date of the lab case and any notes that have been entered appear for your reference.

4. For each appointment, do one of the following as needed:

   • On the Outstanding tab, to specify that the corresponding lab case has been received, click (or tap) Received.

   • On the Received tab, to change the status of the corresponding lab case back to Outstanding, click (or tap) Outstanding.