Before you start, make sure your lab is set up in Pabau. You can follow the steps in this guide to complete the setup. To order labs, you need:
- A lab profile for each lab you work with. For a custom lab, only the Lab name and Contact email are required. The Provider number is optional.
- A Request method set for the lab: Email, Fax, or Manual.
- Lab tests and lab codes created for the tests you want to order.
You don’t need to create a lab request form or set up services beforehand. If a test doesn’t have a service yet, the ordering wizard lets you create one as you go.
Step 1: Start a Lab Request
Log into your Pabau account and open the client card of the patient you want to order labs for.
In the client card, click the Create button in the bottom right corner, then select ''Order labs''.
Step 2: Select a Lab and Choose Tests
Ordering is a step-by-step wizard: Select lab → Catalogue → Pricing → Print → Send.
Select lab: Choose the lab you want to send the request to. You can pick a lab card, Multi Lab, Fullscript Labs, or Custom request.
Catalogue: Select the tests you want to order for the patient.
Pricing: If any selected test doesn’t have a service yet, you’ll see this step. Click Create services & continue to add them. If all your tests already have services, this step is skipped.
Print: Review the request and print a copy if you need one.
Step 3: Send the Request
On the Send step, choose how the request reaches the lab:
- Delivery method: Email or Fax.
- Lab email: The lab’s email address is filled in from its profile. You can edit it for this request.
Under For the lab, complete the following:
- Fasting
- Bill to (Patient or Clinic)
- Lab notes
- Sample taken
At the bottom of the step, Pabau tells you whether the request can be sent:
- “This request is ready to send.” Everything is in place.
- “Before sending, resolve…” Some details are missing, such as the patient’s date of birth, gender, or address. The missing items are listed so you can fix them before sending.
When you’re ready, click Send request.
Step 4: How the Lab Receives the Request
The lab receives a system-generated email with the subject “Lab request”. The email asks them to reply directly with the results. Their reply goes to a system address that contains your Pabau account ID.
This ensures lab results always reach the correct place and prevents manual errors.
Step 5: Reviewing Lab Results in the Lab Inbox
When the lab sends back the results as an email attachment, they’re delivered to your Lab Inbox.
To open it, go to ''More'' in the left sidebar menu, then select Labs.
On the Labs page, you’ll see all lab requests issued by your practice, organized into four categories: Backlog, Requested, Received, and Reviewing.
Click Lab Inbox in the top right corner, then click View all results to open the full inbox. Here you can see:
- When results were received
- The lab provider’s name
- Who the email came from (Email From)
- Email subjects and attachment names
- The Status of each result, showing whether it has been mapped to a request
Step 6: Matching Lab Results to Requests
To match a result with a request, click + Choose Lab Request and select the corresponding request.
Then click the Match Result icon to confirm the match.
Once matched, the result’s status changes to Mapped, the request moves to Received, and the results attachment is added to the patient’s record. To view the results from the Lab Inbox, click the attachment.
By following these steps, you can submit lab requests and match results to patient records.
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For more guides, browse the related articles below or use the search bar at the top of the page. You can also watch our video learning series, the Pabau Academy, or visit the Support page for additional help.