Vermont Manual Order Entering

Created by Joel Bissonnette, Modified on Wed, 8 Oct at 1:26 PM by Joel Bissonnette

Vermont Manual Forms

Create Patient Profile (IF NOT Created)

  1. Name
  2. DOB
  3. Gender
  4. Ethnicity
  5. Frequency (Manual)

Insurance (If NOT already entered)

If they did not include this, we will need to reach out to the account after all other steps are completed

  1. Under Insurance, click elipisis (…) and Add Insurance
  2. Next to Insurer, search for the name of the Insurer (Try to make sure it matches the state, if not find closest)
  3. Member ID
  4. Address, City, State, Zip (If not available, put in the account information)
  5. Effective Date (put in date before date of collection)
  6. SSNumber (put in 000000000 if required or put in the SSN if listed on order)

Create Requisition 

  1. Under Requisition click ellipsis (…) and Add Requisition
  2. Clinical Professional
  3. Primary DX Code
  4. Frequency (Manual)
  5. Panel Group (Create Custom Panel if not Standard Panel)
  6. Effective Date (From Date of Signature)
  7. End Date (If Listed)
    1. If none is listed, the end date is the date of collection

Create Accession

  1. Care Center -> Patient Check In
  2. Select the collection location for the account
  3. Enter name or PIN and select
  4. Go to Bottom and Change Collection to Other and write in the name of collector from sheet
  5. Change date to whatever date sample was collected
  6. Click Process Order
  7. Go to Care Center -> Collections
  8. Locate the Accession Group # under In-Process
  9. Provide the Accession Group # back to Lab Requester

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