Creating Lab Orders in Health Gorilla

This guide walks care team members through the process of placing a lab order for a patient using the Health Gorilla integration in Welkin.

Before you start

• Confirm you have the Order Labs permission in your user role
• The patient record must have a valid date of birth and insurance information (or be designated as self-pay)
• The ordering provider must be credentialed with the lab network

Step-by-step: placing a lab order

Step 1: Open the patient's lab ordering panel

1. Log in to the Welkin Care portal
2. Open the patient record
3. Navigate to the encounter or patient section where the Labs panel is configured
4. Click Order Labs or open the Labs component

Step 2: Search for tests

1. In the order panel, type the test name or CPT code in the search field
2. Select the correct test from the results – pay attention to the lab name and specimen type
3. To add multiple tests to one order (panel), click Add to Order for each test before submitting

Common examples:

• Basic Metabolic Panel (BMP) – CPT 80048
• Complete Blood Count (CBC) – CPT 85025
• HbA1c – CPT 83036
• Lipid Panel – CPT 80061

Step 3: Complete order details

Fill in the required fields:

• Ordering provider – select the supervising or ordering clinician
• Diagnosis / ICD-10 code – enter the relevant diagnosis code(s) to support medical necessity
• Priority – Routine (standard turnaround) or STAT (urgent, typically 2–4 hours)
• Collection site – where the specimen will be collected (in-office, patient service center, or home collection if available)
• Specimen type – blood draw, urine, swab, etc. (auto-filled based on the test selected)
• Special instructions – any fasting requirements or custom instructions for the patient

Step 4: Select billing information

• Insurance billing – verify the patient's active insurance and plan on file
• Self-pay – select if the patient will pay out of pocket
• ABN (Advance Beneficiary Notice) – if Medicare may not cover the test, an ABN may be required before ordering

Step 5: Submit the order

1. Review all order details
2. Click Submit Order
3. The order is transmitted electronically to the selected lab
4. An order confirmation number will appear – this can be used to track the order status

Step 6: Monitor order status

After submission, the order will appear in the patient's Labs section with a status of:

• Submitted – order received by the lab
• Specimen Received – lab has received the sample
• In Progress – testing underway
• Final – results available
• Canceled – order was canceled before processing

You will receive a notification in Welkin (if configured) when results are returned.

Canceling an order

To cancel a submitted order before the specimen is collected:

1. Open the order in the Labs panel
2. Click Cancel Order
3. Select a cancellation reason
4. Confirm – the lab will receive the cancellation electronically

Orders cannot be canceled once the specimen has been received at the lab. Contact the lab directly in that case.