Quest Diagnostics Interface

Facilities using bidirectional interfaces with Quest Diagnostics require more patient information fields than Kipu traditionally captures, and there are some differences when ordering and sending the tests to the lab.

Important: Although some of the new facesheet fields will only be available once the Quest Diagnostics update is pushed to your facility, we recommend preparing your instance by following the recommended setup here and the instance preparation steps here.

Required Facesheet Information

Quest Diagnostics' required fields and the standard required fields must be filled out before authenticating the chart for placing and receiving orders.

Patient

1. Locate the record on the patient census or use the search field.

   

2. Select the patient record.

   

3. Select Edit Patient.

   

4. 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 order.

• 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

5. Validate the facesheet after entering all required fields. Click here to learn about facesheet validation.

Insurance

Once the insurance has been added, fill out the required plan, claims, and subscriber information. Required fields are indicated with an asterisk (*) and are listed below. You need to enter all these details only for the insurance(s) that cover lab testing for the patient.

• Insurance Details in KipuRCM

  Follow the steps below to update insurance information through KipuRCM from the patient's facesheet.

  1. Open the patient Facesheet.
     
  2. Select Manage Insurance.
     
  3. If prompted, log in to your Kipu RCM account.
     
  4. Create a new insurance set or modify an existing one. Click on Payor.
     
  5. Edit the Payor and ensure all required information is filled in:
     
     • Insurance Phone Number
     • Address (you can use Practice Payer Address if it’s filled in)
     • City
     • State
     • Zip Code
       
  6. Edit Policy Holder and make sure all required fields are filled in:
     
     
     • Is this plan HMO?
     • Plan
     • Subscriber ID
     • Group Number
     • Patient Relationship to Subscriber
  7. If the Relationship to Subscriber is not “Self,” complete the following fields:
     
     • First Name
     • Last Name
     • Date of Birth
     • Sex (do not use “Unknown”)
     • Address
     • City
     • State
     • Zip
  8. Once all required fields are complete and saved, click Close & Refresh.
     

1. Select Edit Patient from the patient facesheet.

   

2. Select Add Insurance.

   

3. Complete all of the required fields.

   

4. Complete the required fields in the claims section. Click here to learn how to set the claim address for the payer settings.

   

5. Complete the required Subscriber fields or select Self for the Relationship to Subscriber field.

   

Lab Testing

Some fields in the Lab Testing section are required by Quest. They will not accept any orders unless this information has been completed.

Note: This section will only appear if the location has an active lab interface.

1. 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.

2. Lab Guarantor Type: Select Self, Spouse, or Other from the drop-down to indicate who is the lab guarantor.
   • If the Lab Guarantor Type field is set to Self, the patient will automatically be added to the Lab Guarantor field.
   • If the Lab Guarantor Type field is set to Spouse or Other, select the correct patient contact or insurance subscriber from the Lab Guarantor drop-down. 
   • 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 Orders

Once all the sections discussed above have been filled out, you can create an order.

1. Navigate to the patient chart.

   

2. Select Lab Orders, then select Create.
   

3. In the Create Medical Test Orders window, select the ordering physician, order confirmation type, and test. Then select Add.

   

4. Complete the standard fields (Start date, Frequency, Duration).

   

5. If you have more than one account with Quest Diagnostics, you will be required to select it for each order.

   

6. Select Create.

   

   Note: Quest may require the provider to sign the order before a requisition can be sent. Click here learn about provider signatures. You can configure a notification to inform the provider of new orders that need their signature. Read about configuring the notification here.

Creating & Printing Requisitions

1. Select Labs in the header, then select Lab Test Requisition, and select Create.
   

2. Search for your patient directly, or use the available filters to sort by date and availability.

   

3. Select Create.
   

4. Click the label icon and print a label. The Specimen ID will be generated automatically.
   

   Note: Quest recommends using Dymo labels 2” x 3/4”.

5. Select Off-Site Collection for any orders that require collection at a Quest location.

   

6. Scroll down and fill in any additional information, including additional requisition questions (if present), clinical information for the lab, or reporting comments that will come back in the final report.
   

7. Select Save and Send or simply click Save to save your changes to be sent later.

   

8. Quest Diagnostics requires a printed requisition to be included with each specimen. Once you click Save and Send for the requisition, the system will offer you the option to print the requisition immediately.

   

9. If the patient is going to be tested at the Quest location, hand the printed requisition to the patient.

   Note: If your requisition contains more than 35 tests, the system will automatically split it into multiple requisitions. You will be able to print all of them together and include them with your collected sample.

Receiving Lab Results

When Quest completes the testing and sends the lab results back, users can review and (if necessary) sign the lab results. Depending on your preferences, you may check the patient’s chart or Labs tab for new results, or configure a notification. Read here about reviewing and signing lab results. Read here about configuring a notification.