IDEXX Reference Laboratories: Setup preferences and defaults

Estimated reading: 5 minutes

When your system is installed, default laboratory values are set according to IDEXX best practices. Change the preferences, as needed, to meet your needs.

Before you start

  • Set security
    • Lab List 
    • Lab Information 
  • Setup
    • IDEXX Reference Laboratory module installed 

Important!

  • Settings are disabled if they do not apply to the selected laboratory or if they cannot be changed.
  • Do not change default settings without consulting an IDEXX representative.

Setup Preferences

Navigate to Activities > Lab Work > Laboratories > IDEXX Reference Laboratory (IDEXX) > Update.

Set the preferences in each area, as needed.

  1. Preferences
    • Use as default lab: Makes the currently selected laboratory the default laboratory when you create an order. Select this option for the laboratory you use most often to run your diagnostic tests.
    • Review results before posting: Requires a staff member to review results in the Lab Requests and Results window and manually post each completed result to a patient’s medical record.
      Note: We recommended that you do not select this option, but instead allow results to be posted automatically to the patient’s medical record to reduce staff time. Use the Cornerstone laboratory daily checklist to review the Lab Requests and Results window and resolve orphan and not requested results.
    • Require requests: Connects lab ordering and charge capture to streamline two-way lab workflow and prevent missed charges.
    • Use special actions: Provides the ability to enter invoice items on the Patient Visit List or invoice and automatically generate laboratory requests.
    • Warn in invoicing if Not Req results exist: Displays an alert at the time of invoicing to warn you when results have been received that were not requested using Cornerstone. Selecting this option helps avoid missed charges.
  2. Print preferences
    • Copies for Print full page: Specifies the default number of copies to print of the laboratory order form, each time you make or update a request. You can change the number of copies before printing.
    • Print Label, # copies: Specifies the default number of copies to print of the label (prescription size) each time you make a request. You can change the number of copies before printing.
    • Print tube label, # copies: Specifies the default number of copies to print of the test tube label each time you make a request. You can change the number of copies before printing. Note: Requires a dedicated printer.
  3. IDEXX lab preferences
    • Automatically update prices: Automatically updates the prices of invoice items associated with IDEXX Reference Laboratories profiles when End of Day is run.
      • Updates are based upon the IDEXX list or invoice price (based on the pricing preference selected) and the preset markup percentage.
      • When not selected, notification of price changes will occur with any user’s first login each day and will persist until the user clicks Do not remind me again or runs Update IDEXX Lab Item Prices.
        Tip: Do not select this option if you use variable markups on your lab services.
    • Allow prices to go down: If you selected Automatically update prices, this option can be selected. It allows the price of an invoice item to go down if the IDEXX list price decreases in the latest Directory of Services.
    • Use lab invoice pricing: If you want IDEXX Reference Laboratories prices to be calculated based on laboratory list price, leave this box unchecked.
    • Do not create items automatically: If this boxed is checked, it requires your staff to manually create invoice items and link to new profiles before ordering IDEXX Reference Laboratories tests.
      Note: We recommend leaving the box unchecked so your staff can order any available IDEXX Reference Laboratories profile and have the invoice items created automatically. Here are the benefits of creating items automatically:
      • Doctors can quickly and easily order profiles.
      • Staff saves time, as there is no need to create new invoice items and associate them to profiles before ordering.
      • Applies the easy-to-understand IDEXX invoice item code structure: IL+ IDEXX code.
      • Applies the automatic price markup consistently.
        Note: This markup percentage is also used for automatic price updates and is used by default on the Update IDEXX Lab Item Prices window.
    • Class ID: The classification that your reference laboratory invoice items are associated with.
    • Sub Class ID: (Optional) The sub-classification that your reference laboratory invoice items are associated with.
    • Markup percentage: The markup percentage to apply if Automatically update prices is selected.
  4. Click Ok.

Setup lab defaults

Navigate to Controls > Defaults > Practice and Workstation > Labs.

  • Use billing staff on a new lab request: If using special actions with lab requests, check this box to indicate that the billing staff on the Patient Visit List or invoice should be used as the defaults staff ID on the request.
    • If this option is not selected, then the default staff ID for special action requests is the ID of the last staff member who performed a lab request on the workstation.
  • Staff to use on requests without Special Action: For lab requests not created through a special action, select from the following options:
    • No default staff: The person creating a request must select a staff ID for each request.
    • Last staff used on workstation: The default staff ID will be the ID of the last staff member who created a request on the workstation.
    • Specific staff: Type a default staff ID, or press F2 to search for and select the ID.
      • This staff ID will be used with all requests not created through a special action.
      • The staff ID can be changed at the time the request is made, if needed.

Click Apply to save your changes and continue setting defaults or click OK to save your changes and close the window.

Additional information

If opting to not create items automatically, only linked tests can be ordered. Unlinked tests are greyed out in the diagnostic confirmation window. 

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