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Labs Overview

How to order labs, view results, and share results with the patient.

Prospyr’s Labs feature lets you order tests, send them to the lab and review results without leaving the platform. Here’s how it works from start to finish.

Getting to Labs

Click the Labs icon (the beaker) in the left menu to open the Labs home screen. All of your lab work starts here.

The first time you open Labs, you’ll be asked to accept the terms and conditions. After that, you’ll go straight to the home screen.

Placing a new order

You can start an order from two places:

  • From the Labs home screen: Start typing the patient’s name in the patient selector at the top right, choose them from the list, then click Order Lab.

  • From the patient’s profile: Click the Actions button, then Order Labs.

Choosing a lab

  1. Ensure that the correct patient appears on the right.

  2. Select a lab from the left. If the desired lab does not appear, it can be searched for by name using the search bar above.

  3. Once a lab is selected, it will appear in the gray box on the right.

  4. Click continue.

Choosing tests

  1. Choose tests from Most Used or Quick Orders, or build a custom panel. Use the search bar to find a test by name.

  2. Click a test to add it. It’ll show up in the gray box on the right.

  3. If you need to, add a priority or test notes to each test. To switch between tests, click the test’s name.

  4. For a note on the whole order, use the Order Notes field under Order Options.

  5. Click Continue.

Order details

  1. Diagnosis: Add diagnosis codes if the lab or the patient’s insurance requires them.

  2. Ordering physician: The default physician fills in automatically. To change it, click the x next to their name and choose someone else from the dropdown.

  3. Specimen collected: Check this box if you’ve already collected the specimen.

  4. Future date: Check this box to schedule the order for a later date.

  5. Bill to: Choose whether the practice or the patient is billed.

  6. Save as Quick Order: If you order this panel often, check this box and give it a name. It’ll appear in the Quick Orders list next time.

  7. Attachments: Click Add Attachments to include documents, referrals or other files.

  8. Click Continue.

Reviewing and submitting

Look over the order summary and label to make sure everything is correct. Then e-sign and click Submit to send it to the lab.

Select yes to download a PDF of the order. Then you can print the order if you need a paper copy,

Viewing results

Click the Results tab on the Labs home screen. Results come in as a list, and you can use the filters to narrow it down. Click any result to see the details or open the PDF.

Results are also saved automatically in the patient’s Documents folder in Prospyr.

Share lab results with a patient

Open the patient’s chart and select Documents, then locate the lab report. You can share it by email, SMS, or through the patient portal.

Send by email or SMS:

  1. Click the report’s Send Document icon (paper airplane).

  2. Add a Note for patient, if desired.

  3. Select Send via email, Send via SMS, or both.

  4. Click Send.

Share through the patient portal:

Select the report’s Shared with Patient checkbox to make it available under My Documents in the patient portal.

Good to Know

• Complete the patient’s information first. A first name, last name, date of birth, and valid sex or gender entry are required before the lab order form can load.

• Create the patient record before ordering the lab. The Labs patient selector lets you search for existing patients not create new ones.

• Check the selected patient. Confirm you’ve selected the correct patient before starting an order.

• If the form won’t load, review any warning shown. Update missing patient information such as first name, last name, date of birth, and valid sex or gender and try again. Contact Support if the issue continues.

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