Adding Labs/Radiology Clinics to EHR 24/7

If you send or receive laboratory/imaging, you can manage your list of laboratories through the Laboratories/Radiology section of the Manage Office tab of EHR 24/7. By storing the lab information here, you are able to create orders in patient charts – and depending on integration options, receive and/or send orders electronically. Follow the steps below to add a lab or radiology clinic to your account.

Before We Begin

While you can store a lab in your system without an EDI connection, if you want to transmit or receive orders/results electronically, note the following:

• Please review the Office Ally Lab Interfaces List to identify if the lab allows Results, Orders, or both through Office Ally electronically.  

• If the lab is on the list, you must contact the lab or radiology clinic directly to begin the process of enabling an EDI connection.

• Inform them that you want to set up an EDI connection with Office Ally.

• The lab must contact Office Ally to make this request on your behalf - if needed, provide the lab with the contact email: labsupport@officeally.com.

• Not all labs or clinics offer EDI connections, and some may support only sending orders or receiving results.

Steps to Add a Lab or Radiology Clinic

1. Navigate to Lab/Radiology Maintenance

• Go to the Manage Office tab.

• Under List Maintenance, click Lab/Radiology.

2. Add a New Lab or Clinic

• On the Lab/Radiology page, review the current list of connected labs or clinics.

• Click the Add New button in the upper-right corner.

3. Search for a Lab or Clinic

• Next to the Facility ID field, click the Browse button to open the system Lab Facility List.  If the lab/radiology is not in the list, you can leave the Facility ID field blank.

• In the pop-up window, search for a lab using one of the following criteria:

• Lab/Facility ID

• Lab Address

• City

• State

• Zip

• Phone

• EDI Mode

• Enter your search criteria and click Search.

• Alternatively, use the “– – all labs – –” drop-down to select a lab by name.

• From the filtered results, click the Select button next to the appropriate lab or clinic.

• The pop-up will close, and most required fields will automatically populate.

4. Complete Required Information

• Select the Facility Type near the top of the page:

• Lab or Radiology

• Manually enter your Account Number for the lab (this field does not auto-populate), along with all other required fields denoted with a red asterisk. Fields that are not required can also be completed but are not required to save changes.

5. Add Radiology Instructions (If Applicable)

• If Radiology is selected, a Patient Instructions / Exam Preparations section will appear at the bottom of the page.

• Enter any relevant patient preparation notes.

6. Save the Lab or Clinic

• Click Update to save the lab or radiology clinic to your account.

Once saved, the lab or radiology can be edited, providing access to notes and an editable Code Sheet which can be completed and updated.  When creating a Lab or Radiology order form, this code sheet is accessible after the lab is selected on the form.

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