In this guide, we’ll walk you through the process of creating lab requests and sending them to your lab providers.
Before proceeding, ensure that your custom labs, lab tests, and lab request forms have been properly set up. You can follow the steps in this guide to complete the setup. To submit lab requests, the following must be in place:
- Custom lab profiles for each lab you work with, including the "Provider Number" and "Email" fields.
- Lab services and lab codes created.
- A properly configured lab request form, including the required "Lab tests", "Fasting", and "Requesting Doctor" fields.
Step 1: Create a Lab Request
Log into your Pabau account and open the client card of the patient for whom you want to create a lab request.
In the client card, click on the Create button in the bottom right corner, then select "Request Labs".
Step 2: Fill Out the Lab Request Form
Click on "Lab Request Form" and select the appropriate form for this request.
Fill out all required fields, making sure that the "Lab tests", "Fasting", and "Requesting Doctor" fields are completed, along with any other fields that are required in your form.
Step 3: Select a Lab and Submit the Request
Once the form is completed, click Request Labs. In the lab order modal that appears, select the lab you want to send the request to.
If there are errors in the request, a "Warning" label will appear in the bottom left corner of the modal. Hover over it to see what needs to be corrected.
If everything is correct, the label will show "Good". Click "Submit" to send the request.
A confirmation message will appear, indicating that an email has been sent to the lab at the email address saved in its profile.
Step 4: How the Lab Receives the Request
The lab will receive a system-generated message with a link to the electronic lab request.
The email instructs them to reply directly to the same email, which is a hard-coded address containing your Pabau account ID.
This ensures that lab results are always sent to the correct location, preventing manual errors.
Step 5: Reviewing Lab Results in the Lab Inbox
When the lab sends back the results as an email attachment, they will be delivered to your Lab Inbox.
To access the Lab Inbox, navigate to Clients in the left sidebar menu, then select "Labs" from the options.
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 to view all received results. Here, you can see:
- When results were received
- The lab provider's name
- Email subjects and attachment names
- Whether the results have been matched to a request
Step 6: Matching Lab Results to Requests
To match lab results with a request, click "Choose Lab Request" and select the corresponding request.
Click the arrows in the Match Lab Request column to confirm the match.
Once matched, the status of the request updates to Matched, and the results attachment is automatically added to the Documents subtab in the EMR/Chart section of the patient’s client card.
To view the results from within the Lab Inbox, simply click on the attachment.
By following these steps, you can easily submit lab requests and match results to patient records.
For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.
Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.