Creating a new order

In WizardLab, you have the option, depending on your lab, to create a new electronic or manual order.

For sanitary submissions, you will use tags or labels in WizardLab, which we'll explain through an example order.

First, we'll explain manual orders, and then how to activate electronic instructions in your lab.

If we want to create a new order, we can do so by clicking the plus "+" button on the right side of the screen.

Clicking this button shows us all the options for entering a new order:

- Electronic order

- Manual order

- Quality control order

You will see the electronic order option only if your lab is connected to some EHR systems.

After that, we select the "Manual order" option.

Bonus tip:

You can also directly create an order for that patient from the patient's record view by clicking the "Create New Order" button.

After that, a window will open to create a new manual order. Thus, from the patient's record, it is naturally only possible to order a manual order, not an electronic one.

Once we have selected the manual order entry, a new window will open where we can find the patient by name, surname, or identifier.

Here you can of course also search for non-human samples by name and identifier.

It is sufficient to enter 2 characters, whether it is the first two letters of the name or 2 characters of the identifier, and the system will offer you a list of subjects in the system.

If there are no results for your subject search, then you can add the subject to the system by clicking the "+ add new subject" button.

If you search and find the subject of the search, then simply select it from the list of offered results by clicking on it.

When you have done that, a new window opens where we see all the important data for our patient, and below are the details of the submission that we need to fill in.

Additional options include the ability to click on "More info" button to see additional patient data, or click on the the patient's name and surname to modify their data in WizardLab.

We then proceed as usual to fill in the sender's details, who requested the instruction, select the language of the report, indicate whether we want a QR code for verifying the validity of the report displayed on the report, then enter the diagnosis if available, and finally add a label or tag to the order.

Additionally, you have a field to enter more important clinical data where you can write a textual description of the clinical data for this order or the person for whom you are making the new order.

Adding a label (tag) to the order can primarily be used for entering sanitary instructions, so for a sanitary instruction, we would select the "sanitary" label here, and later we can clearly distinguish this instruction in the system by that tag.

Furthermore, we will be able to filter the worklist to see only those instructions that had this tag, i.e., that are sanitary.

For this example, we will show how we can now select the sanitary tag.

We click on the "Order tags" field and select "sanitary" from the offered labels.

If we want, we can select more than one tag if there is a need.

Simply select that tag from the list, and it will appear in the selected tags for the order.

And if you want to remove them, just click the "x" next to the tag name.

Additionally, if there is no tag you want in the system, and it is not offered, you can add it.

Learn how, along with other details about tags such as filtering the worklist by tags, in the guide by clicking the link below:

Now that we have entered all the instruction details and added tags, we proceed to the second step of the order, adding tests, which we will do by clicking the "Save data for new order" button.

In the second step of the submission, the instruction overview opens, where at the top we have patient data and the details of the instruction we added in the first step.

You can see additional order data, such as the tag, by expanding the order data by clicking the "arrow," while clicking again hides the additional data to focus on adding tests and samples to the order.

If we want to change any of these data from the first step, for example, to change the tags, we will click on the "Edit order" option.

If there is no need for that, then we move to the most important part of the second step of the order, which is adding tests and samples to the order.

Now here you have the option to immediately add analyses, or to add a sample.

It is possible to add only a sample without selected analyses for the sample by clicking the "+Add Sample" button, and when adding a sample you have the option to enter sample data:

- type of sample - this data is mandatory

- anatomical location

- sampling method

- sample collected by

- sampling time

After that, you can add analyses to the sample or save the new order without analyses on the sample. Then you can later add some analysis to the sample during processing.

If you click on the button to add analyses, on the "+Add Analyses" button you have the option:

- to add a test - where we choose from individual favorite (primary) tests and search all tests in the system by name, and finally select them

- to add a group of tests - where we choose from favorite (primary) test groups in the system, or search all test groups by name and select the desired groups.

We will show this in the continuation of this example of adding a new manual order.

Clicking on "+add analyses" allows you to find and select some of the analyses in the laboratory. Here you are immediately presented with all the primary analyses, i.e., the favorite group in your laboratory.

At the top of this window, you have a field for searching analyses by the name of the analysis or sample. It is sufficient to enter one character of the analysis name, and the system will offer results, but it is best to enter at least 3 letters of the analysis or sample name.

Below that are your favorite (primary) analyses that you had before, and you simply select them from the list.

When we select one or more analyses, we click anywhere outside this small window and can see that we have added analyses to the order.

We see the sample they come from, the name of the analysis, the method, and additional options.

Naturally, for faster addition of analyses, use panels or groups of analyses.

Just like favorite analyses, these groups of analyses can be found by clicking on the "Group" tab when adding analyses instead of on the left side of the screen.

Now here, just like for analyses, you can select a group of analyses by clicking on any of them or searching for the group via the search field by entering the group name.

Note:

Favorite (primary) analyses and analysis groups are set through administration in WizardLab, and this option can be used by laboratory administrators, or you can contact WizardHealth support.

After selecting a group, click outside the window to select groups, and we see that we have added a new group of analyses to the order.

If you make a mistake or simply want to remove some of the analysis groups from the order, you can remove the entire group of analyses by clicking the "x" next to the group name.

Of course, you can always individually remove any of the analyses from the group by clicking the "x" next to the analysis name.

We see that all the analyses from the group are added below, and above, we see the label that the group is added.

Each subsequent group of analyses we add, and we can add as many as we need by repeating this procedure, will also be displayed at the top so you have an overview of what you have added to the order.

When a sample and analyses are added, before saving the order, we have additional options for samples and analyses that we can change or eventually enter additional data about the samples.

Here are each of the options:

We change the priority of the sample by clicking on the "Routine" button as every sample is routine by default unless we set it otherwise.

So, we click and select "URGENT" if it is an urgent sample.

When you mark that the sample is urgent, it is clearly highlighted in red and will always be visible during processing.

Note: Priority is determined for each sample separately.

The number of labels can also be adjusted in this part of the order.

As default, each sample is set with one barcode label.

If you want to print, say, 2 or 3 labels for any of the samples, simply click on this "1 label" button on one of the samples and select as many labels as you want in the small window.

In this example, we selected 2 labels.

To edit the sample data or add details to the sample, click on the sample name and modify or enter additional data in the small window.

A small window will open where we can enter additional details about the sample, and when we do, we click "Save changes" to apply the changes or "Cancel" if we do not want to save any changes.

Through this option, you can add any additional analysis to the sample if you initially forgot to add them.

Finally, if necessary, you can change the method for any of the analyses by simply clicking on the method name for that analysis.

A small window will open where you click on the method name to get a list of all methods available for the selected analysis, and simply choose the desired method from the methods added for that analysis.

After reviewing the entire order and being satisfied with the selection, the final step is to complete the order and print the barcode labels.

Now you have the option to select another printer as needed to print labels by clicking on the "three dots" next to the order option.

From the list of printers, you can select which printer the labels will be printed on from that workstation/computer.

Note: Labels will now be printed on this selected printer in the future when submitting from that computer.

When we have selected everything and are satisfied with the selection, we click the "Finish order" button, and we have added a new order.

In this example, we immediately clicked on the order review and see it being processed in the laboratory.

Just like a manual order, we first go to add a new order via the plus "+" on the right side of the screen and select the electronic order option here.

Now for electronic order, we have the option to submit an instruction in one of three ways:

- activate the order by order number, or request number

- activate the order by searching by the subject's first and last name

- activate the order by identifier

Note:

We recommend activating by the order number, but if you want to see all electronic orders currently ordered for a person, then search by identifier or first and last name. All electronic order currently ordered for that person will be listed.

Enter the order number in the field and press enter. The instruction with all basic data will be displayed.

In this example we'll search by name and surname of the person, and we will see all pending orders for them

We select and open any of them by clicking on the order

Just like with a manual orderd, to add or remove some of the analyses, change the method, etc. All these details are explained in the manual order part at the beginning of the guide.

However, here you mostly do just a review, and then you save the new order.

This brings us to the end of this guide. For additional questions or clarifications, contact our customer support team.

Good luck with your work!