How to Order a Quest Diagnostics Test From a Client Record

Ordering a Quest test starts where you already are — on the client's record. Pabau finds the patient in your Quest organisation, opens Quest on the right patient, and then pulls the finished order back onto the client's card as a lab request.

This guide walks the whole loop: requested in Pabau, ordered in Quest, and back in Pabau against one patient record.

Step 1: Start a Lab Request on the Client's Record

Open the client's record, go to the Lab requests section, and start a new request. Pick the panels and tests you need, then choose Quest Diagnostics as the lab.

Step 2: Let Pabau Find the Patient in Quest

Before anything else, Pabau checks whether this patient already exists in your Quest organisation. It signs in securely and searches your Quest patient list, matching on exact name and date of birth — so a near miss is never treated as the same person. This takes a few seconds.

Step 3: Create the Patient in Quest If They Are New

If there is no match, Pabau tells you the patient is not in Quest yet and offers two routes:

1. Create in Quest & continue — Pabau registers the patient in your Quest organisation using the name, date of birth and sex already on the client's record, then opens the order screen. Nobody retypes a date of birth, and nobody creates a duplicate by hand.
2. Open Quest patients — review the list in Quest yourself and place the order from there.

Step 4: Build and Release the Order in Quest

Quest opens in a new tab, already on its new lab order screen for the correct patient. From here you build the order exactly as you always have — choose the panels and tests, add the diagnosis codes, set the collection details, and submit it in Quest. None of that changes. Pabau's job was to get you here, on the correct patient, without a paper request form.

Step 5: Retrieve the Order Back Into Pabau

Once the order exists in Quest, come back to the Pabau tab and select Retrieve order. Choose how far back to look:

1. Last hour — for the order you have just placed.
2. Today.
3. Last 3 days.

Pabau reads the orders straight from Quest, most recent first, and highlights the ones belonging to the client whose record you are on with a This client badge — so you can see immediately which requisition is theirs. Each row shows the requisition number, the date of birth, and the tests ordered.

Step 6: Import the Order

Select the requisition and choose Import to Pabau. The order is attached to the client's record as a lab request, so it sits in Pabau alongside everything else for that patient. Imported rows are marked Added to Pabau.

Rows Pabau will not import are labelled with the reason:

1. Already in Pabau — a lab request already carries this requisition.
2. Doesn't match this client — the order belongs to a different patient.

Step 7: Print or Email the Request Form

With the order retrieved, you can also fetch the Quest request form itself — Print request form to print it for the collection, or Email to client to send it to the patient ahead of their appointment.

What Happens Next

When the lab issues the result, the Quest sync brings it back to the very same record — no one chases a fax. Pabau sweeps your connected Quest account automatically, roughly every half hour, and a result for an order Pabau already holds fills that order rather than creating a duplicate.

By following these steps, the whole loop stays on one patient record: requested in Pabau, ordered in Quest, and back in Pabau.