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Kareo Help Center

Navigate Labs and Studies

The Labs/Studies tab of a patient's chart displays all orders and results for laboratory, diagnostic studies, and imaging. Lab results can be interfaced electronically from the performing laboratory facility through a process known as eLab. Results that are not electronically interfaced can be incorporated into the Labs/Studies chart tab by entering discrete lab results, by scanning the paper result and uploading the image, or by entering results in the comments field. Discrete lab entry forms only exist for labs on Kareo's commonly performed lab list.* 

Access Labs/Studies for All Patients

  1. Hover over the Clinical icon in the top menu and click Labs/Studies. The Labs/Studies window opens for all patients.

 

PF labs and studies navigate.png

  1. Select an option from the Sort by: drop-down menu.
  • Last Update (default): Most recently updated labs and studies display first.
  • Status: High priority labs and studies (e.g., flagged results) display first.
  1. Select an option from the User: drop-down menu to show labs for All Providers or a specific user (with the clinical assistant or provider role) within the practice.
  2. Select an option from the Order Type drop-down menu to show labs for All Order Types, Paper, eLab, or Historical.
  3. Click +Create Order to create a new lab or study. Click Add Lab Report to enter a historical lab report. 
  4. Results Available
  • Results Ready (green) – eLab results have been received from the lab, or paper or historical lab results were manually entered. 
  • Needs Review (orange) – Lab results need review by the provider or clinical assistant. 
  • Reopened (blue) - Corrected lab results have been received for an order that was previously signed off.
  1. Pending
  • Needs Results (blue) - Paper lab order or historical lab awaiting manually added results.
  • Needs Results – Stat (orange) - Paper lab order marked Stat by the ordering provider and awaiting manually added results.
  • Needs Submission (orange) - eLab order that needs to be submitted to the lab.
  • Needs Follow-Up (blue) - Patient needs to be contacted regarding lab order results.
  • Pending (green) - eLab order awaiting electronic results from the lab.
  1. Recently Signed:  
  • Signed (green) - Lab results were signed off within the last 24 hours.
  • Patient Notified (green) - Lab results were signed off and the patient was notified within the last 24 hours.
  • Canceled (blue) - Lab order was canceled.
  • In Error (blue) - Lab was ordered by mistake.
  1. Unmatched (blue) - Lab cannot be matched to a patient or provider.
  2. Colored icon indicates the lab or study status.
  3. Patient name and lab or study name.
  4. Displays order type (eLab, Paper, or Historical), ordering provider, order date, and date of last update.

Access Labs/Studies for a Specific Patient

  1. Enter the first 2-3 letters of the patient's name in the top navigation bar search box.
  2. Click to select the patient from the auto-populated results. The patient's chart / Face Sheet opens.
  3. Click Labs/Studies on the left menu.  The Labs/Studies window opens.
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  1. Select an option from the Display: drop-down menu:
  • All Orders: View all orders for the patient.
  • Results Available: View labs that include results.
  • Pending: View labs that need to be created, follow up, or results.
  • Signed Off: View labs that with a status of Signed, Patient Notified, In Error, or Cancelled.
  1. Select an option from the Order Type drop-down menu to show labs for All Providers or a specific user (with the clinical assistant or provider role) within the practice.
  2. Click +Create Order to create a new lab or study. Click Add Lab Report to enter a historical lab report.
  3. Colored icon indicates the lab or study status.
  4. Name of lab or study and facility information.
  5. Displays order type (eLab, Paper, or Historical), ordering provider, order date, and date of last update.
  6. Click to Open, Review, or Create eLab as indicated in the list item.
  7. Click on a list item to view staff notes and other details about to the order.
  8. Click to navigate to additional pages of the patient's labs and studies.

*Kareo's Commonly Performed Lab List

  • Cholesterol Total*
  • Ejection Fraction Study*
  • Fecal Occult Blood
  • Glucose
  • Hemoglobin A1C*
  • Influenza A/B
  • Lipid Panel*
  • Mono
  • Pregnancy Test
  • Rapid Strep
  • RSV Rapid Test 
  • Urinalysis 
  • Urinalysis w/Microscopy

To recommend additional point-of-care tests for our consideration, or to provide general feature feedback, please fill out our one-minute survey.

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