Labs: Labs with Special Requirements

Facilities using labs with special requirements (such as Labcorp, Quest, Precision Diagnostics, etc.) require more patient information fields than Kipu traditionally captures, so there are some additions to the Insurance and Lab Testing areas. 

Preparing Instance Settings

To begin, set up your instance settings.

1. Navigate to Settings > Company for your location if you have multiple instances. If your facility only has a single instance, navigate to Settings > Instance.
2. Then locate and check the Use Patient Contact Details checkbox. Doing so will cause facesheets to display additional information on the patient contact card, and will enable the Lab Testing section.

Preparing the Patient

All fields required by labs with special requirements (indicated with an asterisk (*) and listed below) must be filled out before authenticating the chart for placing and receiving orders.

Important: Make sure to validate the facesheet after entering all required fields. Click here to learn about facesheet validation.

Patient Demographics

• First Name: The patient's legal first name. 
  • Note: Adding other names, such as nicknames or preferred names, to this field can cause issues and errors. Please use the Preferred Name field for the patient's nickname or preferred name.
• Last Name: The patient's legal last name.
• MR Number
• Date of Birth
• Birth Sex
• Diagnosis Codes: Click here to learn how to add patient's diagnosis codes via evaluation form
• Address Line 1
• City
• State
• ZIP

Insurance

If insurance has been added, fill out the required Plan, Claims, and Subscriber information. Required fields are indicated with an asterisk (*) and are listed below.

Note: If you are utilizing the lab integration with the RCM integration, click here for more information on adding and editing insurance. 

• Insurance Information
  • Insurance Payer: Select the insurance from the auto-complete if available (check out this article for instructions for setting up auto-complete insurance lists).
  • Subscriber ID: This field is called Insurance ID in the Kipu RCM
  • Effective Date: The date the insurance became effective.
  • Insurance Priority: Select the relevant priority from the drop-down.
  • Plan Type: This field is called "Is this plan HMO?" in the Kipu RCM
  • Payer Type: Set the Plan Class for the payer in Payer settings.
  • Insurance Phone Number: Set the Insurance Phone for the payer in Payer settings. This field is called Payer Phone in the Kipu RCM.
• Claims (this section is called Practice Payer Address in the Kipu RCM). Set the Claim Address for the payer in Payer settings. 
  • Payer Address 1
  • Payer City
  • Payer State
  • Payer ZIP
• Subscriber
  • Patient Relationship to Subscriber
  • First Name
  • Last Name
  • Date of Birth
  • Gender
  • Subscriber Address Line 1
  • Subscriber City
  • Subscriber State
  • Subscriber ZIP

Lab Testing

Some fields in the Lab Testing section are required by labs with special requirements. 

• Lab Bill To: Select Patient, Facility, or Insurance from the drop-down list to indicate who is responsible for the lab bill.
  • If the Lab Bill To field is set to Insurance, select Primary Insurance from the Lab Primary Insurance drop-down. Insurance will only display in the drop-down if all fields have been completed in the insurance section of the patient's facesheet. Only active insurances will appear in this drop-down. 
• Lab Guarantor Type: Select Self, Spouse, or Other from the drop-down to indicate who is the lab guarantor.
  • If the Lab Guarantor Type is set to Spouse or Other, select Lab Guarantor from the available patient contacts. Contacts will only appear in the drop-down if the following fields are filled out:
  • First Name
  • Last Name
  • Contact Type
  • Relationship
  • Phone
  • Address Line 1
  • City
  • State
  • ZIP

Creating Requisitions

Once all the sections discussed above have been filled out and you have placed a lab order, you can create a requisition. Click here to learn how to create a lab order and click here to learn more about sending requisitions to a lab.