Editing Orders with Lab On Hold Status

When you generate an order invoice, you can put the order on hold and transmit it to the lab at a later time. You can edit these on hold orders by selecting one of the following options from the Actions drop-down list in the Invoiced Orders grid.

  • Change Lab - When you change the lab on an order, the existing order is updated with the new lab information and the order is saved in Lab on Hold status until you are ready to submit it.
  • Edit - When you edit an order, the original order is voided and a new order with identical order details is created for you to modify. You cannot edit orders that are remakes.

Changing the Lab on an Order

  1. Locate the Lab On Hold order you want to edit in the Invoiced Orders list.

  2. Select Change Lab from the Actions drop-down list.

    The Order Summary opens.

  3. In the Lab area of the summary, click Change.

  4. Select a lab.

  5. The Order Summary opens with the new lab information.

  6. Click Save.

    The order is saved with the new lab and remains in Lab on Hold status. To transmit the order to the lab, select Release to Lab from the Actions drop-down list.

Changing Non-Lab Order Information

  1. Locate the Lab On Hold order you want to edit in the Invoiced Orders list.

  2. Select Edit from the Actions drop-down list.
  3. In the Confirm Edit Order window, click Yes, Edit Order.

    The Order Summary opens.

  4. Edit the order information and click Continue to Pricing.

  5. Add insurance and complete the order as you normally would.