On occasion, lab results will not link to a patient chart. This may be due to a spelling discrepancy in the patient demographics or not finding a matching practitioner.

Automated lab process – Linking unlinked labs to a patient

When logging into Healthquest at the start of the day, the security/news feed will open. At the top of that window will be a warning of unlinked labs. Click lab results.

The lab results window will open with the warning of unlinked labs.

1. Click yes.
   
2. The lab results exception window will appear. 
   

1. Highlight the lab result, the patients with similar last names will be displayed at the bottom of the window.
   
2. Preview the lab result by clicking on the ‘view lab result’ button to view.
   
1. Select the correct patient’s name from the list of similar client names in the bottom.
   
2. Or click the search client button to open the client lookup. Type in the patient’s name and select from the list.
   
3. If the client is not in the system, but needs to be, click ‘Add new client.’ Enter applicable information into the client card and save.
   
3. Now that a lab result and a client are highlighted, click ‘Link to client.’
   
4. Repeat this for all the lab results.
   

Automated lab process – Linking unlinked labs to a practitioner

Click lab results from the warning found on the security/new feed window (example shown above).

1. Click lab results.
   
2. Click yes to confirm you want to link the lab result to a doctor.
   
3. The 'lab results exception' window will open. 
   

1. Highlight a lab result.
   
2. Preview the lab result by clicking on the ‘view lab result’ button to view, find the correct doctor, or look up patient if required.
   
3. Select the lab doctor.
   
4. Select the clinic doctor from the dropdown.
   
5. Click the link to clinic doctor.