How to Set Up The Doctors Laboratory (TDL)

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Integrate The Doctors Laboratory

Step 1: Navigate to Setup

Start by logging in to your Pabau account using your login credentials. Then, navigate to the Setup page in the left sidebar menu. Under the Clinical section, you will find the Labs tab.

Step 2: Create Lab

On the Labs page, click on the "Create Lab" button at the top right corner of the page to get started.

Proceed to fill out all the fields with The Doctor's Laboratory information, and then click on the Create button in the top right corner to finalize the process. 

Step 3: Navigate to the Labs & Pharmacies Tab

In the Setup page under the Developer & Other section, you can find the Labs & Pharmacies tab.

Step 4: Switch to the Labs Tab

In the Labs & Pharmacies page, switch to the Labs tab to view the option to integrate TDL. Click on the blue "Setup now" button under The Doctors Laboratory to start the integration process.

You will be prompted to initially enter the Account ID provided by TDL. Additionally, you have the option to add a markup fee for lab requests, allowing you to set a percentage you'd like to charge.

After you click Save, you will be notified that the connection has been established.

Step 4: Create Lab Form

Next, proceed to navigate to "Forms" in the Setup page and create a Lab form called "The Doctors Laboratory" that you can use when creating a lab request.

When creating a Lab form, 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.

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     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.

After the Lab Form is created, the form will be automatically linked in the TDL Integration steps. 

To use the integration, you need to include the tests TDL provides in your Pabau account. If you want to include only certain tests, you will need to create a Lab Tests category and create the tests as services.

Depending on whether you want to include all tests provided by TDL in your Pabau account or only select tests, the steps you need to follow will differ. Detailed instructions for each option are outlined below.

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Include All TDL Tests - Sync Products

If you wish to include all 1394 tests that The Doctors Laboratory provides, you can click the "Sync Products" button to sync all tests. 

You will receive a prompt if you want to confirm creating all 1394 tests. To finalize, click "Yes, I'm sure." 

This action will automatically create all tests as services in a new "TDL Tests" category. 

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Include Selective TDL Tests - Map Catalogue

If you want to include only specific tests in your account, you can select the "Map Catalogue" button to choose from the tests you wish to link to your Pabau account. 

Since steps one and two are completed as soon as you click "Setup now," you can continue to step three and map a service to a test.

You can search for the test from the search bar or scroll to find it.

Click "+choose service" to link the test. Once you click Choose Service, you can search for the service you want to link.

A green checkmark will appear on the status once the test has been successfully linked with the service.

“When requesting labs from the client card, only the lab tests that have been mapped will be displayed.”

By following these steps, you can integrate TDL into your Pabau account successfully. 

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