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Order Labs Utilizing Patient Insurance

Learn about how to order a patient lab utilizing "Third-Party" billing so the patient's insurance pays for the lab invoice

Written by Ben Fetter

When ordering a lab through Health Gorilla, the patient's insurance information from Hint — including payer, claims address, member ID, group ID, and policyholder details — is sent to Health Gorilla automatically. If the patient's insurance changes in Hint, the next lab order updates it in Health Gorilla without creating a duplicate record.

If Health Gorilla's payer directory does not list the patient's carrier, the lab order still opens normally.

You can also add or edit the patient's insurance information manually on the lab order requisition. To do this:

  1. Go to the patient's chart > click + Interaction > select Lab

  2. In the Lab Interaction box, click on the patient's name

  3. Click on the Primary Insurance tab and add or edit the information as needed. When finished, click Save

  4. Select the Lab Vendor and click Continue

  5. Add the tests to the order by selecting labs or searching in the search bar. Once you've added the lab(s), click Continue

  6. Enter a patient diagnosis (required for billing insurance)

  7. Click eSign & Submit

If the patient's insurance information needs to be updated, follow the steps above and enter their new insurance information.

Below are screenshots for adding a patient's insurance information into the lab interaction (Steps 2 & 3)

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