Office Requirements Checklist
A summary of the requirements for an Office administering a test.
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Before test appointmentConfirm the patient has a test referral with linked forms.
Confirm the patient has access to their portal, for filling out draft test and insurance forms online.
โ Referral: Test referral on patient's record.
โ Test Form: Draft copy linked to referral.
โ Lab Result Form: Draft copy linked to referral.
โ Patient Insurance Form: Draft or existing copy linked to referral.
โ Portal Access: Patient portal invite sent or patient has logged in.
To learn more, visit Prepare the first process for a patient or Prepare an additional process for a patient.
![](https://d33wubrfki0l68.cloudfront.net/cc99939b88d9ed0ff824db77bc3e7a4c63b3b030/59a8b/mat/checklist-office-before-test.png)
PDF Version - Office Checklist Before Test
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Before sending referral to labConfirm the test referral contains these details and documents before sending it to the lab.
โ Patient Insurance Form: Locked and linked to referral.
โ Test Form: Locked and linked to referral.
โ Test ID from the Test Form: Typed into the referral description and written on the test kit.
โ Lab Result Form: Draft copy linked to referral.
โ Test Photo: Attached to referral.
โ Your Lab: Selected as the Receiving Clinic.
To learn more, visit Send a test referral to the lab.
![](https://d33wubrfki0l68.cloudfront.net/48fb187c16f2585e37c838326e55aa5a1c02414a/8fd41/mat/checklist-office-before-sending.png)
PDF Version - Office Checklist Before Sending Referral to Lab