Labs Setup and Configuration

This guide covers enabling and configuring the Health Gorilla lab integration in Welkin's Admin and Designer portals.

Prerequisites

Before configuring Labs:

• Confirm that the Labs integration is included in your Welkin contract

• Your Welkin implementation team will coordinate with Health Gorilla to provision your organization's account

• Have your organization's NPI and billing information ready for Health Gorilla onboarding

Admin portal configuration

Enable the Labs integration

1. Log in to the Welkin Admin portal

2. Navigate to Integrations → Labs (Health Gorilla)

3. Enter your Health Gorilla credentials:

   • Client ID and Client Secret – provided by Health Gorilla during onboarding

   • Organization NPI – your organization's NPI number

   • Environment – select Sandbox for testing, Production for live use

4. Click Save and Test Connection

5. Confirm the connection status shows Active

Configure lab network preferences

In the Labs integration settings:

• Select your preferred lab network (e.g., Quest Diagnostics, LabCorp, or local labs)

• Set your default collection site – this is the location where patients will have specimens collected if not indicated otherwise

• Configure result delivery settings – choose whether results are automatically associated with the patient record, or require manual review first

Designer portal configuration

Add the lab ordering panel to patient templates

1. Open Designer and navigate to the relevant Template

2. Click Add Component

3. Select Labs / Health Gorilla from the integration components

4. Configure panel options:

   • Order panel – allows creating new lab orders

   • Results panel – displays returned results

   • Order history – shows past orders and status

5. Save and publish the template

Configure result CDTs (optional)

To store lab results as structured CDT data in Welkin:

1. In Designer, go to CDT Designer

2. Create a CDT for lab results with fields for test name, result value, reference range, units, and collection date

3. Map the CDT to the Labs integration under Integrations → Labs → Result Mapping

4. Set whether results are auto-saved to CDT or require manual confirmation

Set up result notifications

To alert care team members when results arrive:

1. In Designer, go to Automations

2. Create a new automation triggered by Lab Result Received

3. Configure the notification action (task assignment, message, or notification to a specific role)

4. Save and activate the automation

Testing the integration

1. Log in to the Care portal as an ordering provider

2. Open a test patient record

3. Click Order Labs and place a test order using a sandbox test code

4. Confirm the order appears with a status of Pending or Submitted

5. Use the Health Gorilla sandbox to simulate a result being returned

6. Verify the result appears in Welkin under the patient's labs section

If orders are not transmitting, check the API credentials in the Admin portal and confirm the patient's insurance or billing information is complete.