Generating lab requisitions

A requisition is the paper route. Use it when the lab isn't reachable through Junction or Fullscript, or when the patient is taking the order to a lab of their choice. Ona builds the PDF, and you send it. Junction orders have tracked status and results; PDF requisitions do not, so upload the report when it arrives (see Reviewing lab reports).

Creating a requisition

Open Lab Orders in the patient chart: in the left sidebar, click Patients, then click the patient's name. In the patient menu, under Dispensary, click Lab Orders.

1. Select Order labs and then Lab Requisition. If Junction is available, the same menu can also include Order via Junction for tracked status and results. If your practice has no lab integration, the button reads New lab request.
2. Fill in the New lab requisition sheet:
   • Destination lab (required): the lab's name, for example Quest Diagnostics.
   • Tests & panels (required): type each test, and press Enter or comma to add it.
   • Diagnoses (ICD-10): add codes for medical necessity. The description is optional.
   • Collection date: the date is validated, so an invalid or incomplete date shows an inline error.
   • Instructions to the lab (for example, "Fasting required") and Comments.
3. Select Generate requisition. To generate the PDF and show it in the patient's portal at the same time, open More ways to generate and select Generate & share with patient.

The requisition appears in Lab Orders as Generating, then Share, Send and View appear once the PDF is ready.

Optional details

Two collapsed sections hold details you usually don't need to touch:

• Destination lab details: the lab's address, phone, fax and NPI, kept with the requisition for reference.
• Patient, provider & signature: override the patient's name, date of birth, sex (as printed) or MRN; the ordering provider's name and NPI (it defaults to you); and the signature name (it defaults to the ordering provider). The overridden Date of birth is validated, so an invalid or incomplete date shows an inline error.

What's on the PDF

• Header: your practice name, address and phone, with the ordering provider's name and NPI.
• Patient information: name, MRN, date of birth, sex, phone numbers and address.
• Insurance information: primary and secondary coverage (policy holder, group number, member ID), taken from the patient's insurance on file.
• Requisition: diagnosis codes, tests ordered, instructions and comments.
• Electronically signed by the ordering provider.

Sending it

Open the requisition from Lab Orders: in the left sidebar, click Patients, then click the patient's name. In the patient menu, under Dispensary, click Lab Orders.

• View opens the PDF, with Download to save it and Open to print it from a new tab.
• Share shows the order in the patient's portal lab records. No notification is sent. After sharing, the button changes to Shared; open it to see the shared date or select Stop sharing with patient.
• Send faxes it. Choose a saved fax contact, or type the lab's fax number (for example +12125551234), then select Send fax. Track delivery under Faxes → Sent: in the left sidebar, click Faxes, then open Sent.

If fax isn't enabled for your practice, Send takes you to Fax & Referrals in Settings to set it up. See Faxes and referrals.

Reading Junction orders in Lab Orders

Open Lab Orders from the patient chart: in the left sidebar, click Patients, then click the patient's name. In the patient menu, under Dispensary, click Lab Orders. Junction orders can appear in the same Lab Orders timeline as requisitions. They show a Junction source label and open with View order instead of opening a generated requisition PDF.

A Junction row can show Action required when someone needs to follow up. It can also show Results ready for final results or Partial results for partial results; use the results link to open the patient's lab results.

Junction statuses can include Completed, Received, Collecting sample, At lab, Cancelled and Failed.