Office Requirements Checklist

A summary of the requirements for an Office administering a test.

Before test appointment

Confirm 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.

☐ Referral: Test referral on patient's record.
☐ Test Form: Draft copy linked to referral.
☐ Lab Result Form: Draft copy linked to referral.
☐ Patient Insurance Form: Draft or existing copy linked to referral.
☐ 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.

PDF Version - Office Checklist Before Test

Before sending referral to lab

Confirm the test referral contains these details and documents before sending it to the lab.

☐ Patient Insurance Form: Locked and linked to referral.
☐ Test Form: Locked and linked to referral.
☐ Test ID from the Test Form: Typed into the referral description and written on the test kit.
☐ Lab Result Form: Draft copy linked to referral.
☐ Test Photo: Attached to referral.
☐ Your Lab: Selected as the Receiving Clinic.

To learn more, visit Send a test referral to the lab.

PDF Version - Office Checklist Before Sending Referral to Lab