Kipu Lab Setup

The Lab Settings article provides instructions for configuring the lab options that control how lab orders, test profiles, and related workflows function in the system. These settings help you establish facility defaults, customize order behavior, and maintain consistent documentation.

1. To get to the Settings, start by clicking on your initials in the upper right-hand corner.
   
2. Then select Settings.
   

Instance

From Settings > Instance, scroll down to (or search for) Autocomplete Services and set the Facesheet Insurance Selection feature to Only allow Insurances from autocomplete or Only allow insurances from custom payors list. Make sure to scroll down and click Update to save.

Choosing these options allow for cleaner documentation without duplicate insurance entries and for information to prepopulate on the facesheet when the payer is selected from the drop-down.

For more information about these settings, check out this article.

Payers

1. From the Settings menu, select Payers to configure your payer information. 

   

2. Create a list of your most common payers and configure the Payer's Type, Phone, and Address fields. You can find detailed instructions here.

Orders

To set up orders, you must first configure your Statement of Medical Necessity, Lab Frequencies, and Durations. Facilities can customize the rationale for toxicology and/or clinical lab orders. Standard statements can be created in the Orders Settings tab and can be further customized at the time the order is created.

1. From Settings, select Orders > Lab orders.

   

Ordered Via Options

Add or customize the options that will appear in the Ordered Via field for lab orders. Check out this article for more information.

Orders and Medical Necessity Statements

Facilities can customize the rationale for toxicology and/or clinical lab orders. Standard statements can be created in the Orders Settings tab and can be further customized at the time the order is created. You can create as many statements as needed to reflect your policies and procedures. You can also designate a default statement. To add or update a Statement of Medical Necessity, check out this article.

Lab Order Frequencies

Facilities can customize the frequencies for ordering lab tests based on their policies and procedures. Click here for more information on frequencies.

Lab Order Durations

Super Admins can set customized lab order durations in Kipu Settings. Check out this article for more information.

Kipu Labs

Kipu Labs tab allows Super Admin to configure custom profiles and review and manage default lab accounts for all interfaces.

1. Select your initials in the upper right-hand corner.

   

2. Select Settings.

   

3. Once in Settings, select Kipu Labs.

Medical Test Profiles

A medical test profile is a group or a custom profile that includes multiple tests of your choice and allows you to place them altogether, in a fewer clicks. There is no limit to the number of custom test profiles you can create using your lab's test menu. 

Use the following instructions to create a new medical test profile. These profiles will be available for selection when creating an order from the patient chart along with standard profiles and individual tests.

To begin, select Medical Test Profiles in the Kipu Labs tab.

• The first option is to create content manually. 
  1. To begin, click Create.
      
  2. Name the profile and check the Active box to make this profile available for use upon saving.
  3. Use the Available Medical Tests field to search for lab tests to include. Simply start typing the name and select the test from the drop-down.
     • Important: Some labs offer several options for each test (e.g., Cocaine Qualification, Cocaine Screen, and Cocaine Confirm Negative). In this situation, please only select one test. Otherwise, the lab will view multiple requests for the same type as a contradictory order and won't be able to proceed with testing.
  4. Repeat this process to add additional tests as needed.
  5. When you've finished selecting the tests, click Add.
  6. Each test added will appear in the Included Medical Tests section.
  7. To delete a test from this profile, check the related box and click Delete selected.
  8. When the template is complete, click Create.
  9. The medical test profile is ready for use.
• If you'd like to create a similar test profile to one you've previously created, the easiest way to accomplish this is to download the existing profile and then upload it. Once uploaded, you can make any updates to the profile.
  1. Click Download on the profile.
     • You may modify the CSV file to remove or add tests as needed. Note: If adding more tests, make sure to include correct Codes from Lab Menu.
  2. Next, click on the drop-down next to the Create button and choose Create from File.
  3. Use the Choose File button to select the profile you downloaded in Step #1. Then, click Import.  
  4. The new profile opens, allowing you to update the name and included medical tests.
  5. Make your changes, ensure the Active checkbox is selected, and click Create.

Note: For information on the compendium of tests offered, please contact your local lab representative.

Default Lab Account

Kipu Lab supports workflows with multiple lab accounts for any lab.

1. From Settings > Kipu Labs, select Default Lab Account.

   

2. Here, you can review default lab accounts for all interfaces and locations.

   

3. For lab interfaces that have multiple associated accounts, you can select the default account by simply changing the Account drop-down selections.

   

Notifications

Super Admins can use notifications to configure automated in-app (toast) and email responses activated by specific events.

1. Once in settings, select Notifications.

2. Select New to create a new notification.

   

3. Select the event drop-down and choose the correct notification type. For Labs, there are two options: 

   • Lab Order Added: Sends notification to selected users, roles, care team members or ordering provider when new lab order(s) is created for the to the patient (multiple lab orders created together will consolidate in one notification).
   • Lab Result Received: Sends notification to selected users, roles, care team members or ordering provider when system received an abnormal lab result for the patient.

   

4. Enter the required information and text for your notification by following the steps in the Notifications configuration article.

Flags 

Kipu has special flags that can automatically trigger when a patient is due for lab testing.

Once in Settings, select the Flags tab to configure flags.

1. Create a new Flag following the instructions in Flags configuration article:
   1. Check off System Generated setting.
   2. Select Lab Requisition Due as a trigger.
   3. If you want the flag to trigger for a specific lab, choose the lab from the drop-down. The Resolve After field will default to Manual, but can be changed, if needed.
   4. If you want the flag to trigger for a specific specimen source (or sources), add it here.
   5. Configure Resolve After condition:
      1. Requisition Sent: This flag will get resolved automatically once the requisition is sent to the lab
      2. Manually: This flag won't get resolved automatically and requires the user to manually mark it as resolved once the requisition is sent.
      3. Select both options from the drop-down to allow manual or automatic resolution.
   6. Finish flag creation by assigning locations and user functions as needed.

Important: If the flag for due requisition is not resolved after collection has happened, it will prevent a new flag from being generated next time this patient is due!

Currently, Lab Requisition Due flags will not generate for orders with the As Needed frequency. Additionally, we do not recommend using Lab Requisition flags for facilities that are actively using orders with Once frequencies, which will instead trigger the Due Flag daily.

Note: Visit our User Permissions guide to learn the appropriate permissions to mange lab orders, lab requisitions, and the correct access required to setup the users with the correct access.