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Send a screening referral to the lab

Summary steps to send a screening to the lab after administering the test:

  1. Search for and open the patient's record
  2. Find the Referrals panel and select the entry for today's screening
    • If you don't see the Referrals panel, switch to the HOME panel view by selecting My Patient View or Supporting Documents in the top right corner of the Dashboard.
    • If a screening referral doesn't exist, select the Referrals panel menu to create a new one.
  3. Confirm the referral includes all required forms and a photo of the test
    • Patient Information form linked and locked.
    • Screening form linked and locked.
    • Document ID from the Screening form written on the test kit and in the referral description.
    • Lab Results form linked and draft.
    • Test Photo image attached.
  4. Set the Receiving Clinic to your designated lab
  5. Select Send Referral

Now the lab can process the screening referral you sent and confirm the test results.

Next, after the lab finishes processing the screening referral, see Review a processed screening from the lab.

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Helpful links if you have questions or want to know more as you're exploring.