When ordering a lab in Clinical, you can add/edit the patient's insurance information manually to the lab order requisition. To do this, you will:
Go to the patient's chart > click + Interaction > select Lab
In the Lab Interaction box, you will click on the patient's name
Click on the Primary Insurance tab and add/edit it as needed. When finished, click Save
Next, you will select the Lab Vendor and click Continue
You will add the tests to the order by either selecting the labs or searching in the search bar. Once you've added the lab(s) to the order, click Continue
Insert a patient diagnosis (required for billing insurance)
Click eSign & Submit
You've successfully submitted the lab order with the patient's insurance information on the lab requisition! Below is a quick Loom recording of this process!
If the patient has insurance information that needs to be updated, you will follow the steps above but edit their current insurance information by entering their new insurance information!
