Cerbo comes pre-loaded with a commonly-used orders library for ordering labs, imaging, and referrals. The below instructions detail how you can add orders to this orderable items list and edit the entries that are in there already.

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Instances where you might want to add to or edit your orders/ labs database include to:

Note that we can import your specialty lab orders to your Orders/ Labs database from a spreadsheet that you provide. This may be a spreadsheet that you create, or a "utilization report" that you can 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:

  1. The name of the lab or scan
  2. 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 most commonly ordered list from that lab.

Add New Order/ Lab Entry

Add a new lab/ scan order entry under Admin > Manage > Orders/ Labs Database by clicking the +Add New Order button at the top.

Required Fields

Proper Name* – Enter the name of the lab or scan. This will be the main title associated with this order.

Order Code* – Enter the generic (non-laboratory specific) code, or N/A if not applicable.

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) – Checking the box brings up a drop down menu with a list of labs (or the option to add another lab), 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.

***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.

Other Fields

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 to bring up the order 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, as well as internally 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/ saveable 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.

Advanced Settings

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, for example, 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 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 and match it using the Associated Charges search bar. Otherwise, you can click where it says "+ 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 charge details, and then return to the Add/ Edit window to associate the charge with the lab order.