Creating Lab/Radiology Orders in EHR 24/7

Office Ally’s EHR 24/7 allows you to create and manage lab and radiology orders directly within the system. If your practice is connected to a lab or radiology clinic via electronic interface, orders can be submitted electronically. However, a lab connection is not required to create, download or print an order.

Before We Begin

If you plan to submit lab or radiology orders electronically, you must first contact the lab or radiology clinic directly to request interface setup. Once the connection is established, orders can be submitted directly through EHR 24/7. Lab interface requests must come from the lab itself.  Please contact your lab or lab representative to request that they contact Office Ally to establish the interface.

Steps to Create a Lab or Radiology Order

1. Log into EHR 24/7

• Log into your EHR 24/7 account using your Office Ally login .

2. Open the Patient Chart

• Select Patient Charts and search for the patient.

• Click Open Chart to access the patient's record.

3. Start a New Order

• Hover over the Orders tab in the top menu.

• Select Add New Lab Order or Add New Radiology Order from the drop-down list.

Complete the Order Form

The order form will open in a new pop-up window. Here are the steps to complete the form:

1. Laboratory/Provider Section (Top Right):

• Enter Lab Name, Provider, Order Type, and Order Status.

• This section is called Radiology / Imaging Facility / Provider Information for radiology orders.

2. Billing Information (Top Left):

• Select Billing Method, Encounter ID, and Order Date.

3. Patient Information:

• This section will auto-fill from patient demographics. Confirm all required fields are completed.

4. Responsible Party:

• Optional. You can manually enter or copy from patient details.

5. Primary Insured & Guarantor Info:

• These fields will auto-fill and The Guarantor Info can be copied.  

6. Diagnosis Codes (Required):

• Use the search field to locate and add applicable diagnosis codes.

• For radiology orders there will be a field for Clinical History.

7. Test Order Information (Required):

• Add the test code(s) and diagnosis pointer.  

• A lab or Radiology code sheet can be added for each lab or radiology clinic from the Manage Office tab under Laboratories and Radiology.

• The Code Sheet will allow you to quickly add lab or imaging codes added to it to your order.  

8. Specimen Collection Information lab orders, enter sent details, if applicable

• For radiology orders the section is for Patient Instructions/Exam Preparations.  

9. Submit the Order:

• Print & Submit: Prints a copy and submits electronically.

• Update and Submit: Submits electronically and saves to the orders list.

• Add: Saves the order without submitting.

• Cancel: Will cancel the order and nothing will be saved.  

Other Ways to Start a Lab/Radiology Order

1. From the SOAP Note Layout:

• If the Labs checkbox is enabled in your SOAP Note layout, you can create a lab or radiology order directly from the progress note.

• Diagnosis codes from the note will automatically populate the order.

• Order Sets can be set up to work with certain diagnosis codes from the Manage Office tab.

2. From the View Lab/Radiology Orders Page:

• From the top menu in the patient chart, place mouse over the Orders option.

• Click View Lab/Radiology Orders from the drop-down.  

• Hover over Add New option to begin a new order from the drop-down.  

3. From the Document Center:

• Navigate to the Document Center tab.  

• Under the Orders menu in the Document Center, select Add New Lab Order or Add New Radiology Order/Other Order.

• Creating lab orders from here will require you to choose the patient the order is for.  

If you have any questions or run into issues while creating lab or radiology orders, please contact Office Ally Support directly.

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