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Lab Orders & Reports

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Lab Configuration

  1. Click on Settings > Billing & Services > Lab menu.
  2. Add and manage both integrated and manual lab configuration.
  3. To add new manual labs, click on the “Add New” button
  1. In the Add Lab pop-up, enter the required lab information and configuration details including:

Lab Information

  • Organization Name
  • Phone
  • Email
  • Address
  • UPIN
  • NPI
  • TIN
  • Taxonomy

Lab Configuration

  • Sender ID
  • Receiver ID
  • Protocol
  • Login User ID
  • Remote Host
  • Result Path
  • Order Path
  1. Click “Save” to save the configuration of the lab information.

Note: If you’re unsure about the technical information, contact your lab provider’s support for help.

  1. For third-party lab configuration, Vozo will assist in setting up lab integrations as per user request.

Lab Orders

  1. Once the lab configuration is done you can start setting up your lab orders for the patients.
  2. Go to Patient list > Select a Patient > Lab Order menu, to add a new lab order.

  1. In the “Procedure Order” page, enter the following details required for lab orders:
  • Ordering Provider
  • Order Date
  • Sending To
  • Internal Time Collected
  • Status
  • Appointment
  • Primary Order Diagnosis
  • Procedure Order Details (Procedure & Diagnosis)
  1. After entering all the details click on the “Save” button to just save the order or “Save & Transmit” button to  directly  send the order to lab.
  2. If you want to delete the order click on the “Delete” button to remove the lab order.
  3. To Preview the sent lab order, click the “Saved Procedure Order” dropdown it list the orders, select an order to view the details.

Lab Reports

  1. Go to Patient > Lab Reports menu to view the lab records.
  2. Track the lab orders sent either internally or through the third-party lab integration and their status.

  1. If an order has already been transmitted, it cannot be selected from the list. Instead, a disabled symbol will be displayed when attempting to click on it.
  2. Select the checkboxes of the lab orders that are selectable and click on the “Transmit” button to send the orders to the lab.

  1. Click on the order date of the internally sent lab order to view the preview of the results.
  2. Click on the “Sign” button to check and sign the lab result, which will then be saved in the “Lab Result” tab of the Patient Document menu.
  3. Go to Patient > Document – lab result tab.
  1. Click on the “Upload Document” button to upload the lab result received from either the configured lab or from a third-party Integrated lab.
  2. Filter lab reports by Order Date, Provider, or by Report status.

Lab Orders & Lab Results

Create Lab Orders, Manage Lab Setup, and Review Lab Results

The Lab Order feature helps users create and manage internal and external labs, place lab orders from the patient detail page, import results, and review completed reports.

Lab Setup

Lab configuration is available inside Settings.

Users can create and manage:

  • Internal Labs
  • External Labs

Access Lab Setup

  1. Open Settings.
  2. Click Lab Setup.
  3. The lab list page will open.

Add New Lab

  1. Click Add New.
  2. A popup window opens.
  3. Select lab type.

Available options:

  • Internal
  • External

Create Internal Lab

Choose Internal.

Enter the following:

Lab Name

Example:

  • Main Lab
  • In-House Diagnostic Lab

Date

Select the lab created date.

Save Internal Lab

Click Save.

After saving:

  • Lab appears in the Lab list

Available actions:

  • Lab Test
  • Edit
  • Delete

Manage Lab Tests

For internal labs:

  1. Click Lab Test.

A new page opens.

Add Lab Test

  1. Click Add Test.
  2. Popup opens.
  3. Add one or multiple tests.

Example:

  • CBC
  • Lipid Panel
  • Blood Sugar

Test Actions

Each test includes:

  • Edit
  • Parameters

Add Parameters

  1. Click Parameters.
  2. Add test-specific parameters.

Example:

CBC:

  • Hemoglobin
  • RBC
  • WBC

Each parameter is linked to the selected test.

Create External Lab

Choose External.

Enter required lab details.

After saving:

  • External lab appears in lab list
  • Lab type displays as External

Available actions:

  • Edit
  • Delete

Important Note

External labs will not show the Lab Test option.

Lab Orders – Patient Detail Page

Open patient details.

The Lab section contains:

  • Lab Orders
  • Lab Results

Create Lab Order

  1. Open Lab Orders.
  2. Click Add Lab Order.

A popup window opens.

Enter Lab Order Details

Users can:

  • Fill required details
  • Select one or more diagnosis codes
  • Select one or more lab tests

External Lab Selection

If an external lab is selected:

  • Same popup opens
  • One field may be hidden based on design

Save Lab Order

Click Save.

After saving:

Lab order appears in the list.

Display rules:

  • One test → show test name
  • Multiple tests → show Multiple Tests

Lab Order Status

Status updates automatically.

Pending

No result imported.

Partial

Multiple tests exist and only some results are uploaded.

Completed

All ordered test results are uploaded.

Import Lab Result

  1. Open Lab Orders.
  2. Click Actions.
  3. Select Import Result.

A new page opens.

Available Options

Users can:

Upload PDF

Upload lab report as PDF.

Enter Parameters

Enter values manually.

Upload + Enter Parameters

Both options can be used together.

Additional Options

Users can:

  • Add comments
  • Provider can sign the result

Result Movement Logic

Single Test

If one test exists and result is imported:

  • Order moves to Lab Results

Multiple Tests

If multiple tests exist and only some are uploaded:

  • Order remains in Lab Orders
  • Status becomes Partial

Individual Test Comments

Each lab test supports separate comments.

Example:

CBC → comment added
Lipid Panel → different comment added

External Lab Transmission

When ordering through an external lab:

The order is shown in:

  • Lab Orders on Patient Detail page
  • Labs & Reports section

External Lab Status

Available statuses:

  • Not Transmitted
  • In Progress
  • Received

Save Only

Click Save

Result:

  • Order saved
  • Not sent to external lab

Status: Not Transmitted

Save and Transmit

Click Save and Transmit

Result:

  • Order sent to external lab

Status:

In Progress

Meaning: Lab result is pending.

Received

When external lab sends the result:

Status changes to: Received

Users can review the result.

Lab Order Actions

Each lab order includes:

Import Result

Upload or enter results.

Edit Lab Order

Update order details.

Print Lab Order

Print order.

Export as PDF

Download order as PDF.

Print Specimen Label

Click Print Specimen Label

The label shows:

  • Patient details
  • Collection date & time
  • Number of prints

Delete Lab Order

Click Delete. Order is removed from the system.

Lab Results

Once results are imported:

  • Record moves to Lab Results tab

Users can:

  • Review result
  • View uploaded reports
  • Check entered parameters
  • View provider signature
  • Review comments

Workflow Overview

Typical workflow:

  1. Open Settings
  2. Add Internal or External Lab
  3. Add lab tests
  4. Add parameters
  5. Open patient details
  6. Create lab order
  7. Select diagnosis and tests
  8. Save or transmit order
  9. Import results
  10. Add comments
  11. Provider signs
  12. Status updates automatically
  13. Result moves to Lab Results
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