Cerbo comes pre-loaded with a library of items for ordering labs, imaging, and referrals. The instructions below detail how you can add items to this list and edit existing entries.
- Creating Panel Orders for Labs with Ordering Interfaces
- Create and Add Lab Panels Using Chart Parts
- Generating Order Forms to Fax, Print, or Share via the Portal
- Send a Referral to an External Provider
- Add Order to Patient's Chart
Instances where you might want to add to or edit your orders/ labs database include adding
- specialty tests that you use
- panels of lab orders
- one or more referral orders
Note that we can import your specialty lab orders to your Orders/ Labs database from a spreadsheet if you can provide it. This may be a spreadsheet that you create, or a "utilization report" that you obtain from your lab rep(s) showing all the tests that you've ordered from that lab. The information that should be included in the spreadsheet is, at a minimum:
- The name of the lab or scan
- The specific lab name AND that lab's proprietary code for the order
You may include additional information, as desired, including:
- Generic order code
- Nicknames (alternate ways to search for the lab/scan when ordering)
- Description - information that you want the patient to see on their encounter summary when you order this lab/scan
- Notes to Laboratory - information that you want to appear on the requisition form that is generated electronically or for fax/print
Additionally, when setting up a lab integration, we often import your "utilization report", or the most frequently ordered tests from that lab.
Add New Order/ Lab Entry
In general, you should find most lab tests in the system. If you are not finding the test by your search terms, please use Google to determine the order code for it. You can then search for it again in Cerbo by that piece of information.
If you find a lab test that is missing in your system, you can add it by first going to Admin > Manage > Orders/ Labs Database, then clicking the +Add New Order button at the top. This should bring up the window on the right.
Proper Name (required) – Enter the name of the lab, scan, lab panel, etc. This will be the main title associated with this order.
Order Code (required) – Enter the generic (non-laboratory specific) code, or N/A if not applicable. If you're adding a lab panel, or an entry that is a set of 2 or more tests, enter associated order codes with each separated by a comma.
Performed by a specific lab? - Check this box if the entry is a lab test that is performed by a particular lab, or if the test has a lab-specific ordering code. Checking this box brings up a drop down menu with a list of labs (or the option to add a lab not in the list), as well as a free text field to enter the lab's test code for the entry. This makes it possible to send orders electronically to that specific lab for labs that we have a bi-directional interface with and, for orders sent by e-fax or given by printed requisition, includes the lab name and lab-specific code for convenience.
Lab-Specific Order Code (required if you will be ordering this test via an electronic ordering interface through a lab other than Quest, otherwise optional) - enter the lab specific ordering code. This is generally a unique identifier used by the lab to label specific labs tests.
Name of Performing Lab - if you had indicated that this test is "Performed by a specific lab", this field will be required.
***If the order is a custom panel created for your practice by an integrated lab, in addition to adding it to the orderable labs list, you may need to reach out to Cerbo Support to add this test to your ordering compendium on the back end for it to be transmittable electronically.
Alternate Title (optional) – if provided, the alternate title is listed alongside the Proper Name, and can be used to add specificity. For example, two orders having the title Blood Clot Inhibitor Test could have different Alternate Titles: 'Protein C activity' and 'Protein S Free'.
Headings (optional) – The category to which the code belongs. This is an advanced setting and is usually left blank.
Nicknames (optional) – For ease of searching, you may add one or more nicknames (separated by commas) to provide alternate search terms for the entry.
Description (optional) – You may add notes here that you want the patient to see in their encounter summary when this order is part of the plan of a signed encounter note. These notes will appear on the EMR for providers when hovering over the order in the patient's chart.
Notes to Laboratory (optional) – a space to include notes that will go to the lab/ appear on the printable/ faxable/ savable lab requisition form when the procedure is ordered.
Procedure Type (optional, advanced/rarely used) – the type of procedure ordered. This is generally "Pathology and Laboratory," but may be "Referral to Specialist" for your custom referral orders, for example.
Plan “Display Class” – this drop down menu can be used to set certain orders to appear with different background highlight colors in the treatment plan, Open Orders, and orders search bars. This is often used to visually differentiate between orders from different labs or to highlight orders that require special treatment/ handling.
Associated Charges – you can associate one or more charges from your charge list with a specific lab order so that you can add patient orders and then easily:
- Add associated charges to the patient's chart for practice pay labs, and/ or
- Add charges and dispense inventory for lab kits that you sell.
If the relevant charge is already in your charge list, then you can search for it in the "Assign Charge" search bar. Otherwise, you can "+ Click here to add a new charge" to add a new charge to your charge list. That will bring up the Add New Charge window in front of the existing edit window so that you can add the new charge details. Then return to the Add/ Edit window to associate the charge with the lab order.