---
title: How to Create a Lab Request
description: "Order lab tests from the client card: pick a lab or Multi Lab, choose tests, repeat a past request, add diagnosis codes, then print and send."
---

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# How to Create a Lab Request

## This article covers creating a lab request for a client.

A lab request is how you order blood tests or other diagnostics for a client and keep the order, the results and the paperwork together on their client card. The **Lab request** wizard takes you from choosing the lab to sending the order, and remembers what the client has had before so repeat tests take a couple of clicks.

#### **Step 1: Start a Lab Request**

1. Open the client’s card and click the **+** button in the bottom right corner.
2. Click **Order labs**.

![The client card Create menu with the + button and Order labs marked](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/445319690486-01-create-menu.png)

*The Create menu on the client card*

If the client has an appointment today, the request is linked to it automatically: you’ll see **Appointment · auto-linked** at the top of the wizard. Click it to pick a different appointment or remove the link.

#### **Step 2: Select a Lab**

The first step lists the labs Pabau works with. A tick on a lab’s tile means it matches a lab your clinic has connected.

1. Use the country chips (**All**, **UK**, **US** and so on) to show the labs for your region.
2. Click **Custom request** to build a request you can send to any laboratory, even one that isn’t listed.
3. Click **Multi Lab** to order from several labs in one go (see Ordering From Several Labs at Once, below).
4. Click **Manage lab integration** to open your lab settings in a new tab.

![The Select lab step with the country chips, Custom request, Multi Lab and Manage lab integration marked](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/445319690486-02-select-lab.png)

*Choose a lab, a custom request or Multi Lab*

Click a lab to continue. If the lab isn’t set up for your clinic yet, a short setup opens first (**Link your lab**, then **Map your tests**). US clinics also see **Fullscript Labs**, which hands the order over to Fullscript.

**NOTE:** When your clinic has connected Quest Diagnostics, Randox or VHL, the order is placed with the lab from the wizard’s **Send** step, and the lab’s own documents print after it is placed. See [How to Order a Quest Diagnostics Test From a Client Record](https://support.pabau.com/en/pabau2/how-to-order-a-quest-diagnostics-test-from-a-client-record?hsLang=en). A connected Labcorp account opens Labcorp’s own ordering portal instead. The Doctors Laboratory (TDL) is only available for clinics in the United Kingdom.

Once you’ve picked a lab, the steps appear across the top of the wizard: **Select lab**, **Catalogue**, **Pricing** (only when a test needs a price), **Diagnosis codes** (clinics in the United States), **Print** and **Send**.

#### **Step 3: Choose Tests From the Catalogue**

The **Catalogue** lists the selected lab’s tests and panels, grouped by category. Search for a test, or narrow the list with **Health category**, **Sample type** and **Category**. Tick **Only show favorites** to see only starred tests, and switch between the **List** and **Form** views.

- In the **Form** view, tick the tests and panels you want. In the **List** view, click **Add to plan**.
- Your clinic’s own items appear under **My tests**, **My panels** and **My templates**.
- Click **Build panel or template** to create a **Custom test**, a **Custom panel** or a **Template** you can reuse.

Hover over a test name to see what the lab publishes about it: the test code and CPT code, its clinical significance, the reference range, specimen requirements (preferred specimen, minimum volume, transport container and temperature, stability and reject criteria), LOINC codes and which lab performs it.

![The test detail card shown when hovering over Ferritin in the catalogue](https://support.pabau.com/hs-fs/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/445319690486-03-test-detail.png?width=494&height=565&name=445319690486-03-test-detail.png)

*Hover over a test name for the lab’s test details*

#### **Step 4: Repeat a Past Request**

The **Past requests** rail on the left lists the client’s earlier lab requests, newest first. Click the arrow at the top of the rail to hide or show it.

1. Click a past request to see the tests it asked for, who requested it and its status.
2. Click **Repeat** to tick the same tests in the catalogue. Pabau confirms how many it added, and tells you if any test isn’t in the lab’s current catalogue.

![The Past requests rail with a past request opened and its Repeat button marked](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/445319690486-04-past-requests.png)

*Repeat ticks a past request’s tests again*

**NOTE:** You can repeat a request only from the same lab: select that lab first. Requests sent to a custom lab can’t be repeated.

When you have all the tests you need, click **Continue**. This creates the lab request, which appears in the **Backlog** on the Labs page until it is sent. If a test isn’t linked to a priced service yet, the **Pricing** step opens next so you can set a price.

#### **Step 5: Add Diagnosis Codes (United States)**

Clinics in the United States add the ICD-10-CM codes that explain why the tests are being ordered. The codes print on the lab order.

1. Search by code or diagnosis in **Search diagnosis codes** (type at least 3 characters).
2. Click a result to add it.
3. Check **Diagnoses for this request**. If the client has active diagnoses on their record, the list starts **Pre-filled from the client’s active diagnoses**: remove any that don’t apply, and use **Move up** to put the main reason first.
4. Click **Save and continue**.

![The Diagnosis codes step with the search, a result, the selected codes and Save and continue marked](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/445319690486-05-diagnosis-codes.png)

*Search, add and order the diagnosis codes*

**IMPORTANT:** You need at least one diagnosis code before you can print or send a request in the United States.

#### **Step 6: Print (Optional)**

The **Print** step offers the documents for the request, such as the **Request Form**, the **Request (Barcode)** sheet and **Labels** for the sample tubes. Choose one and click **Print**, or click **Skip** to go straight to Send.

#### **Step 7: Send the Request**

The **Send** step shows the lab, the tests and how the request will reach the lab. For a custom request, choose the laboratory here. Anything you need to fix first, such as a test without a lab code, is shown in red.

Click **Send request**. For labs that take requests by email, the button reads **Send by email**.

#### **Ordering From Several Labs at Once**

Some tests are cheaper or quicker at one lab, and some are only offered by another. **Multi Lab** lets you browse several labs’ catalogues in one list and still sends each lab its own order.

1. On the Select lab step, click **Multi Lab**.
2. Under **Lab provider**, tick the labs you want to browse.
3. Tick tests as usual. A test stocked by more than one of the labs is listed once, with each lab’s logo and code. To order it from another lab, click that lab’s logo on the test.

![Multi Lab with two labs chosen under Lab provider and a test offered by both labs marked](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/445319690486-06-multi-lab.png)

*Multi Lab lists the tests from every lab you tick*

When you continue, Pabau splits the plan into one order per lab and shows each as **Order 1 of 2 · \<lab\>**, and so on. On the Send step, **Send all 2 orders** sends them one after another.

**NOTE:** Changing the labs you’ve ticked clears your plan. A lab you order from in its own portal (such as a connected Labcorp account) can’t be part of a Multi Lab order: order those tests from that lab on its own.

#### **After Sending: Linked Appointment and Other Actions**

The request appears on the client’s **Lab Tests** tab.

1. Click the three-dot menu on the request.
2. Check the appointment the request is linked to: it’s shown under the request’s name.
3. Click **Change appointment** (or **Link appointment**) to link it to a different visit.
4. Reassign the request to another staff member under **Assigned**.

![A lab request's menu on the Lab Tests tab with the linked appointment, Change appointment and Assigned marked](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/445319690486-07-row-menu.png)

*The request’s menu on the Lab Tests tab*

The same menu lets you view the lab order, add results, print, send the request as an email, share it securely, or cancel it. When you print the **Lab order**, it includes the requesting clinician’s registration number (NPI in the United States, GMC number in the United Kingdom) where one is on file.

#### **Who Is the Requesting Clinician, and Can I Change It?**

A new lab request is raised in the name of the person who is logged in. If reception raises orders on a doctor’s behalf, change it before you send: click **Requesting clinician** at the top right of the wizard, next to the linked appointment, search under **Search staff** and click the clinician’s name. Each staff member’s GMC or registration number is shown beside their name where one is on file.

You can change the clinician until the order has been placed with the lab. If the request already exists (for example, you reopen it from the **Backlog** to send it), the change is saved to the request straight away and Pabau confirms **Requesting clinician updated**.

**NOTE:** Where this comes from: the clinician you pick fills the requesting doctor on the request form, so it is the name (and registration number) printed on the Request Form, the barcode sheet and the lab order, and the name shown under **Requested by** on the Labs page. It is separate from **Assigned**, which only decides which staff member the request is assigned to.

**What's next?**

- [Labs (New Client Card)](https://support.pabau.com/en/pabau2/labs-2?hsLang=en)
- [How to Order a Quest Diagnostics Test From a Client Record](https://support.pabau.com/en/pabau2/how-to-order-a-quest-diagnostics-test-from-a-client-record?hsLang=en)
- [How to Review and Share Lab Results (New Client Card)](https://support.pabau.com/en/pabau2/how-to-review-share-lab-results-0?hsLang=en)
- [How to Set Up The Doctors Laboratory (TDL)](https://support.pabau.com/en/pabau2/how-to-set-up-the-tdl?hsLang=en)
- [How to Customise the Lab Order Printout](https://support.pabau.com/en/pabau2/how-to-customise-the-lab-order-printout?hsLang=en)

---

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