Order a test

Step 1: Enable test ordering for each client

Configure the test panels that a client is able to order.  Note that you only need to do this once for each client:

Configure which panels a client can order

Step 2: Select Company and Test Panel

  1. Click "Tests" on the main navigation.
  2. Click "Actions" and select "Order a Test".
  3. Select the company you would like to order the test for and the test panel.
  4. Hit "Yes." 

Step 3: Choose Collection Site 

  1. Select a collection site from the list. You can use the search bar to find collection sites in the area or filter by "Type" to view only primary, preferred, or third party sites. 
  2. Click the collection site name. 

Step 4: Choose the Donor

  1. Type the name or names of the donors, or click "create new" to add a new person. 
  2. Select the test type and schedule dates. 
  3. Hit "Save." 

Step 5: Following Status Updates

  1. After the order is submitted the system will take you to the pending test record. You can scroll down on the left hand side to access the "passport" which is a PDF with a barcode that the donor can bring to the collection site when going for the test.
  2. Halfway down the page on the left side you will see the "order status" which indicates the current status of the test (ordered, processing, collected, etc). This will stay updated as the test moves through it's stages. You can also click the "activity" tab to see when the test went through each stage.

Check out the video tutorial for ordering tests.