How to Create, Edit, or Delete a Lab Order Template

A Lab Order Template is a predefined set of lab tests that providers can quickly select when ordering labs for a client. It helps standardize care and saves time by allowing multiple related tests to be ordered at once.

Navigate to Lab Order Templates

From the left navigation menu, select Settings
Click Lab Order Templates

Create a New Template

Select + New Template (upper right)
The New Lab Order Template panel will open

Complete Fields

(Required) Template Name - This is a name that is clear and descriptive for your practice. It does not need to match any specific Laboratory test name or. For example, 20-week prenatal panel.
(Required) Performing Lab - this is the lab that will perform the test(s). This is based on the labs configured to your account.
(Required) Labs - you may search for and add one or more lab tests to this template. Once added, each time you select this template, the included tests will automatically be included in the order. (Note, you can add and remove tests, if needed, on a client-by-client basis).

Save the Template

Select Save to save the template for future use when ordering labs for an individual client.

Edit Lab Order Templates

Lab Order Templates can be updated at any time by navigating to the Lab Order Templates from the Settings menu.

Locate the template you want to update

Select Edit in the Actions column

Update any of the following as desired:

Template Name

Performing Lab

Included Labs (add or remove lab tests)

Select Save to apply changes

Delete a Lab Order Template

Lab Order Templates can be deleted at any time by navigating to the Lab Order Templates from the Settings menu.

Locate the template you want to remove
Select Delete in the Actions column
A confirmation modal will appear: “Performing this action will permanently delete the template.”
Select Yes, "Delete" to confirm or "Cancel" to exit without deleting