Office Requirements Checklist

A summary of the requirements for an Office performing a screening.

Before screening appointment

Confirm the patient has a screening referral with linked forms.

Confirm the patient has access to their portal, for filling out draft screening and information forms online.

☐ Referral: Screening referral on patient's record.
☐ Screening Form: Draft copy linked to referral.
☐ Lab Results Form: Draft copy linked to referral.
☐ Patient Information 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 screening for a patient or Prepare an additional screening for a patient.

PDF Version - Office Checklist Before Screening

Before sending referral to lab

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

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

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

PDF Version - Office Checklist Before Sending Screening to Lab