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Problem

Solution

PLEASE NOTE YOU WILL NEED TO LOG IN AS A SUPER/ADMIN USER TO SET UP LAB WORK BUT ONCE SET UP ALL USERS WILL HAVE ACCESS TO RECORDING LAB WORK

SETTING UP A LAB CODE

Lab services can be used to show that lab work was created and track its progress of sending it off and coming back to the practice.

Setting up a Lab code

1. Go to Configure > Services

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11 If you already have a lab code set up, highlight this in the service list and click the e|d button located on the bottom right of the screen and follow steps 9 - 10
SETTING UP YOUR LAB COMPANIES

Setting up Lab companies

1. Go to File > Specialists

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Repeat this for each Lab you need to add
USING LAB ITEMS IN EXACT

Charting Lab Items

Any patient treatment that requires lab items now need to be charted on the patient's course of treatment

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1. Click in the box next to 'Laboratory Code' and clicked the lined icon to the right - this will bring up a list of all your labs

2. Highlight the labe label being used and click OK

3. Enter the date you expect the lab back in the box maked 'expected date'

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You will now see the lab item charted on the course of treatment

DO NOT TICK THE LAB ITEM AS COMPLETE UNTIL YOU HAVE RECEIVED THIS BACK FROM THE LAB, IF YOU TICK THE ITEM IT WILL AFFECTING THE REPORTING ON LAB ITEMS - PLEASE ENSURE YOU SAVE THE PATIENTS FILE BEFORE RUNNING THE LAB REPORT

REPORTING ON LAB ITEMS

There are two reports in Exact for lab items, the 'lab work due' and 'lab work done' reports

Lab Work Due Report

This is used to check which lab items are due within a certain date range - this report is unable to pick up details of expected work if the item has been ticked as completed

To run this report:

1. Go to Administration > Reports

2. Double click on 'Lab Work Due' report

3. Enter the date range required - remember this is for expected work so should be set for today or future dates

4. Click Print or Preview

The report shows the expected date of the lab item (as set when charting), the Lab code, name of the lab and their phone number, the patient name, the service item charted to set up the lab and the lab fee (if any)

Lab work Done Report

This report is used to find out how many lab items have been received - this is based on the item being ticked as completed on the course of treatment

To run this report:

1. Go to Administration > Reports

2. Double Click on 'Lab Work Done' report

3. Enter a provider (if you want to search the practice as a whole leave this field blank)

4. Enter a Payor (if you want to search the practice as a whole leave this field blank)

5. Tick Summary only - only tick this if you do not want to see the patient details for each lab - if left unticked the report will show a summary and details of the patients with lab work

6. Enter the date range - as this is lab work done the dates will be in the past

7. Click print or preview

At the top of the report it will list all patients who have had lab work charted and marked as completed, the bottom of the report summarises this information by Lab, Provider, Service code and Payor

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Do not tick the lab item as complete until you have receieved this back from the lab, if you tick the item it will affect the reporting on lab items, please ensure you save the patients file before running the lab report

You can report on Lab items using the Lab Work Done Report & Lab Work Done Report reports.