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Module: Clinical & EHR (CL)
Version: 1.0.0
Last Updated: 2026-02-19

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Overview

The Lab & Diagnostic Orders feature allows clinicians to create, track, and review laboratory orders and results within the patient chart. Results can be entered manually or received automatically from reference labs via HL7v2 or FHIR interfaces.

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Creating a Lab Order

  1. Navigate to Clinical > Charts and open a patient chart.
  2. Click the Labs tab in the chart view.
  3. Click New Order.
  4. Fill in the order form:
    • LOINC Code: Start typing to search (e.g., “Potassium”, “CBC”). The typeahead searches by component name, short name, or LOINC code.
    • Reference Lab: Select the lab that will process the order.
    • Priority: Choose Routine, Urgent, or Stat.
    • Specimen Type: Specify the specimen (e.g., Serum, Urine).
    • Clinical Notes: Add relevant clinical context.
  5. Click Save as Draft or Submit Order.

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Using Order Templates

For common panels (e.g., CMP, CBC, Lithium monitoring):
  1. Click Use Template in the order form.
  2. Select a template from the dropdown.
  3. The form auto-populates with the template’s LOINC codes, specimen types, and priorities.
  4. Modify individual fields as needed before submitting.

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Order Status Workflow

StatusDescription
DraftOrder created but not yet submitted
OrderedSubmitted to the reference lab
CollectedSpecimen has been collected
In ProcessLab is processing the specimen
ResultedResults are available
CancelledOrder was cancelled (reason required)

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Reviewing Lab Results

When results arrive (via interface or manual entry), they appear in the Labs tab:
  1. Open the patient chart → Labs tab.
  2. Results with abnormal flags are highlighted:
    • 🔴 Critical High/Low — Red background, immediate attention required
    • 🟡 High/Low — Yellow/warning background
    • 🟠 Abnormal — Muted warning
    • ✅ Normal — Default display
  3. Click a result row to view details.
  4. Click Review & Sign to acknowledge the result:
    • Add review notes if needed.
    • Confirm to set your signature and timestamp.
To view trends for a specific lab value:
  1. In the Labs tab, click the trend icon (📈) next to a result.
  2. The trend chart shows all numeric values for that LOINC code over time.
  3. Reference range lines are displayed when available.
  4. Hover over data points to see exact values and dates.

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Clinical Decision Support (CDS) Alerts

The system automatically generates alerts for:
  • Overdue monitoring labs: When a medication’s monitoring protocol indicates labs are due (e.g., Lithium levels every 90 days).
  • Abnormal results: When results arrive with abnormal flags, a CDS alert is created for the treating clinician.
Alerts appear in the patient chart’s alert banner and can be acknowledged after review.

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Permissions

ActionPermission Required
View orders/resultscl.orders.view
Create orderscl.orders.create
Update order statuscl.orders.update
Cancel orderscl.orders.cancel
Review/sign resultscl.results.review
Contact your organization admin if you need additional permissions.