Investigation Requests - Pathology & Radiology

Creating a Cervical Screening Request

To create a Cervical Screening request

1. Open the patient record and navigate to the Clinical Tab.
2. Within the Investigations section, ensure you are in the Requests tab.
3. Click New Pathology.
    
4. Click the Cervical Screening dropdown list to add Cervical Cytology details.

Creating a Radiology Request

You can create a Radiology Request from the Patient Dashboard, Clinical Tab, or Investigations Tab.

To create a Pathology Request from the Patient Dashboard:

1. Open the patient record and click Dashboard to view the Quick Action toolbar.
2. From there, select the Request Radiology Icon to open the Pathology request form.

Alternatively, you can create a Radiology Request from the Clinical Tab.

1. Open the patient record, click the Clinical Tab, and use the Quick Action toolbar
2. Select the Request Radiology Icon. This opens a new Pathology request form.

You can also create a Pathology Request from the Investigations Tab under the Clinical section.

1. Open the patient record, go to the Clinical Tab
2. Click Investigations on the left panel.
3. Select the Requests tab and click New Radiology to open the request form.

Creating a Favourite Set of Tests or Scans

You can create a Favourite set of tests or scans to quickly reuse in future requests. To do this:

1. Open either the New Pathology or New Radiology form. Add the required tests or scans to the request, but do not click Save yet.
2. Hold down the Shift key and click the first and last tests or scans to highlight them all.
3. Click the More menu.
    

4. Enter a recognisable name for your Favourite, and click OK to save it.

   ✅ Tip: Next time you need to use this Favourite:
   1. Change the Requests drop-down menu to Favourites
   2. Double-click the saved Favourite to automatically add all required tests to the next field.

Adding a Custom Test or Scan to a Request

If you cannot find a specific test or scan in the provided list, you can create a custom one.

1. Go to the patient record.
2. Open the Clinical Tab.
3. Click Investigations.
4. And choose the Requests section.
5. Click New Pathology or New Radiology to open the request form.
6. Click the Enter Custom Test field to type the name of the test and press Enter to add it to the list. You can continue adding more custom tests the same way.
7. Once complete, click Save to finalise the form.

Renewing a Request

If a patient requires the same tests or scans again, you can use the Renew function.

1. Open a patient record.
2. Go to the Clinical Tab.
3. Navigate to Investigations.
4. Click Requests.

5. Tick the request you want to renew, click More, and select Renew.

   ℹ️ Note: An identical request will be created and displayed for printing.

If you'd like to watch a video on renewing an Investigation Request, check Top Tip: Renewing an Investigation Request for Repeat Investigations.

Editing Details of an Existing Request

Once a request has been printed, its contents cannot be edited, and you cannot change the requested tests or selected service provider. You can, however, open existing requests to review their details.

If you need to make changes and the request has not yet been submitted to the provider, you can delete it and create a new one. If you need to add additional tests, either create a new request with the extra tests (results will be received separately) or cancel the existing request with the provider, delete it from the patient record, and then create a new one including all required tests.

Updating Request Status

To update a request’s status.

1. Open the patient record.
2. Go to the Clinical Tab.
3. Click Investigations
4. Choose the Requests section
5. Tick the box next to the request name.
6. Click Status to reveal a drop-down list,
7. You can select either Cancelled, Fully Received, On Hold, or Partially Received.
   The request status will update accordingly.

Deleting a Request

To delete a request.

1. Open the patient record.
2. Go to the Clinical Tab.
3. Click Investigations
4. Choose the Requests section
5. Tick the box next to the request name.
6. Click Delete, then confirm by clicking Yes.
   The request will be permanently removed from the patient’s record.