Precision Diagnostics Lab Orders

  • Updated

Facilities using Precision Diagnostics require more patient information fields than Kipu traditionally captures, so there are some additions to Insurance and Lab Testing areas. 

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

Preparing the Patient

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

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. 

Precision_InsuranceRequired.png

  • Insurance Details
    • Insurance: Select the insurance from the auto-complete if available
    • Policy No.
      • Note: this field is called Insurance ID in KipuRCM
    • Group ID
    • Effective Date
    • Plan Type
      • Note: this field is called Is this plan HMO? in KipuRCM
    • Plan Class (you can set the Plan Class for the payor in Payor settings)
    • Insurance Phone (you can set the Insurance Phone for the payor in Payor settings)
      • Note: this field is called Payer Phone in KipuRCM
  • Insurance Address (this section is called Practice Payer Address in KipuRCM)
    • Claim Street Address 1
    • Claim City
    • Claim State
    • Claim ZIP
  • Subscriber Information
    • Relationship
    • First Name
    • Last Name
    • Date of Birth
    • Gender
    • Address Line 1
    • City
    • State
    • ZIP

Lab Testing

Some fields in the Lab Testing section are required by Precision. 

Precision_RequiredLabTesting.png

  • 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.
  • 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:Precision_Contact.png
      • 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
      • 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.

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