Lab orders
Order labs, record results, and keep complete lab history tied to each visit.
Lab orders are created from within a SOAP visit and stored against the patient's record. You can order in-house labs (run by your own staff) or external lab panels (sent to an outside lab), then enter results when they're ready — even days after the visit is finalized.
Ordering a lab test
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Open the SOAP and go to the Labs tab
In an active visit, click the Labs tab in the SOAP note. Any previously ordered labs for this patient appear at the top.
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Click + Order lab
Search by test name or panel name. The catalog is populated with your clinic's configured lab menu (see Settings → Lab catalog). Common panels like CBC, Chemistry, and urinalysis appear by default.
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Select the lab and set collection details
Choose the test, sample type (blood, urine, swab, tissue), and whether it's in-house or being sent to an external lab. For external labs, enter the reference lab name and any special handling notes.
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Save the order
Click Add to order. The test is queued as Ordered. You can add multiple tests to one visit before finalizing.
Entering results
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Find the pending order
Go to Labs → Pending results in the sidebar, or open the patient's profile and click the Labs tab. Pending orders show a Results due indicator.
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Click Enter results
Open the order and click Enter results. Fill in each analyte with its value and units. Reference ranges are pre-populated from your lab catalog and flagged values (high/low) are highlighted automatically.
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Mark as complete
Click Mark complete. The results are attached to the original visit SOAP note and appear in the patient's lab history. Results can also be added to the discharge summary at this point.
Lab history
A patient's full lab history is visible on their profile under the Labs tab. You can:
- Filter by test name or date range
- View results alongside the visit they came from
- Compare trends across time (values are plotted on a mini-chart for quantitative analytes)
- Export lab history as a PDF summary — useful for referrals
| Order status | Meaning |
|---|---|
| Ordered | Test logged but sample not yet collected or processed |
| Collected | Sample collected; waiting for in-house or external processing |
| Pending results | Sent to external lab; waiting for the report to come back |
| Complete | Results entered and attached to the visit record |
FAQ
Yes. Lab results can be entered and updated after the SOAP is signed and the visit is closed. Navigate to Labs → Pending results or the patient's Labs tab. The results are appended to the signed visit without reopening or modifying the SOAP note itself.
Go to Settings → Lab catalog → + Add test. Enter the test name, sample type, analytes, and reference ranges for each analyte. Custom tests appear immediately in the order form.
Not directly — the owner portal shows the discharge summary, which can include a lab results summary if you choose to add it when entering results. Raw numeric result tables are not currently displayed in the portal.
Yes. When entering results, use Attach file to upload the reference lab's PDF report. The attachment is stored with the order record and accessible from the patient's lab history.