How to Set Up a Lab Medical Form

Step 1: Navigate to Setup

Start by logging into your Pabau account using your login credentials. Then, navigate to the Setup button at the bottom left corner of the screen. 

Step 2: Access Forms

On the Setup page, find the "Forms" tab located under the "Clinical" section.

Step 3: Create a Lab Form

Here you will find all your medical form templates listed. Navigate to the "Create Form" button at the top right corner of the screen to get started.

First, enter the form name under the "General" section on the left-hand side. Then, select "Lab Form" as a form type.

Ensure the following fields are included and properly configured:

1. ELECTRONIC ORDER NO:

   • A unique identifier for each lab request. Automatically links the form to the patient’s treatment record, making it easier to track samples and results.

   • Component Type: Short answer (can use merge tag [TREATMENTID] )

2. TO

   • Specify the laboratory or department that will receive the request. This ensures the lab staff know exactly where to process the sample.

   • Component Type: Short answer or dropdown with lab names.

3. Requesting Doctor*

   • The doctor or clinician requesting the lab tests. Required to ensure accountability and proper communication of results.

   • Setup Tip: Use a single-choice component and list all staff member names so the requester can select one.

4. Request Date

   • The date when the lab request is created. Important for tracking turnaround times and ensuring timely sample processing.

   • Setup Tip: Use a short answer component with merge tag [DATE] to automatically populate the current date.

5. Lab Tests

   • List all tests to be performed (e.g., blood panel, urine analysis). This ensures the lab knows exactly which tests to run.

   • Setup Tip: Drag and drop the “Labs” component to include all test options.

6. Fasting

   • Indicates whether the patient needs to fast before sample collection.

   •  

     Setup Tip: Use a single-choice component with options:

     • Yes – fasting required

     • No – no fasting required

   • Helps avoid inaccurate test results.

7. Clinical Notes

   • Any additional instructions or information about the patient’s condition, previous results, or special considerations.

   • Setup Tip: Use a long answer component.

8. Date Sample Taken

   • The actual date the sample was collected. Important for lab tracking and reporting.

   • Setup Tip: Use a short answer component with merge tag [DATE].

9. Time Sample Taken

   • The exact time of sample collection, which can be critical for certain time-sensitive tests.

   • Setup Tip: Use a short answer component with merge tag [TIME].

10. Fee to be Paid By

    • Specifies who is responsible for payment (e.g., patient, insurance, clinic). Ensures proper billing and avoids confusion.

    • Setup Tip: Use a single choice component with options: Clinic, Patient, Insurance.

To finalize, proceed to click the "Save Form" button at the top right corner of the screen. 

By following these steps, you can easily create a lab medical form template in your Pabau account.