Use this guide when you just need the shortest working sequence and do not need the full feature walkthrough.
In the app navigation, this area is usually called Diagnostic Results. The underlying record is still a lab order, so both names appear in the product and docs.
The shortest path
- Create the diagnostic result from the patient, booking, plan, purchase, or the Diagnostic Results page.
- Confirm the patient and location if they were not already filled in from context.
- Pick a diagnostics package if you want a predefined panel. Otherwise leave it on Custom Diagnostic Result.
- Mark the sample as collected once the sample is taken. This adds the sample-collected step, but it does not become its own main status.
- Mark the order as Submitted when the sample has gone to the external lab.
- When results arrive, upload or link at least one results document, usually a document of type Test results.
- If helpful, also add a written Results summary or a Lab certificate. These are separate from the main results-documents list.
- Mark the order as Results Received when someone on the team can review it. If the order has an assignee, this step can trigger the internal notification.
- Mark the order as Results Sent to finish the workflow. This always advances the lab-order status. If lab-result auto-send is enabled for your workspace, linked results documents can also be published to the patient at this step, and you can choose whether to silence the patient notification.
The one rule that blocks sending
You cannot mark a lab order as Results Sent until at least one linked results document exists. A Results summary or Lab certificate does not satisfy that rule by itself.
If the final step fails, go back and check that a results document is linked to the order, not just a summary or certificate.
When to read the full guide
Open the full Lab Orders guide if you need:
- status details and notifications
- diagnostics package setup
- auto-created lab orders from bookings or purchases
- where lab orders appear across the app