Creating Quick Lab Orders

Quick Lab Orders allow care teams to place frequently used lab orders with a single click, using pre-configured test panels. This reduces the time spent filling in order details for routine tests.

What are Quick Lab Orders?

Quick Lab Orders are pre-saved order templates that capture standard test selections, billing codes, and instructions. For example, a diabetes management program might have a Quick Order for "Quarterly Diabetes Panel" that includes HbA1c, fasting glucose, and a lipid panel – all pre-configured and ready to submit with one click.

Quick Orders are configured by administrators in the Designer portal and made available to care team members based on their role and program.

Setting up Quick Lab Orders (Administrator)

Create a Quick Order template

1. Log in to the Welkin Designer portal

2. Navigate to Integrations → Labs → Quick Orders

3. Click New Quick Order

4. Fill in the template details:

   • Name – a descriptive name visible to care team (e.g., "Quarterly Diabetes Labs")

   • Tests – search and add the lab tests to include

   • Default diagnosis codes – pre-populate common ICD-10 codes

   • Priority – set default to Routine or STAT

   • Special instructions – add any standard instructions (e.g., "Patient must fast for 8 hours")

5. Under Availability, select which roles or programs this Quick Order applies to

6. Save and publish the template

Edit or deactivate Quick Orders

Quick Order templates can be updated at any time in Designer. Changes take effect for new orders immediately. To remove a Quick Order from availability, set its status to Inactive rather than deleting it (inactive orders are retained for audit purposes).

Using Quick Lab Orders (Care Team)

Submit a Quick Order

1. Open the patient record in the Welkin Care portal

2. Navigate to the Labs panel

3. Click Quick Orders or look for the Quick Order shortcuts

4. Select the appropriate Quick Order from the list

5. Review the pre-filled details and update any patient-specific fields:

   • Confirm the ordering provider

   • Verify or update the patient's insurance/billing info

   • Add any additional diagnosis codes if needed

6. Click Submit Order

The order is transmitted to the lab just like a standard order. Order status and results are returned to the patient's record in the same way.

When to use Quick Orders vs. standard orders

Use Quick Orders for routine, repeating tests where the order details are consistent. Use standard orders (see Creating Lab Orders) when ordering custom test combinations, unusual tests, or when order parameters vary significantly by patient.

Tips for effective Quick Orders

• Name Quick Orders clearly so care team members can find the right one at a glance

• Review Quick Order templates quarterly to ensure test codes and instructions are still current

• Coordinate with your lab partner if specific tests change CPT codes, as these will need updating in the template