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Set up and generate a Lab Test Order Form (LTOF)

Lab Test Order Forms (LTOF) let you send a patient to an external lab partner with a pre-filled order form, and automatically save the completed form to their record once printed.

Set up a lab partner location

Before you can generate an order form, your organization needs at least one location set up for a connected lab partner.

  1. In your TrackMy clinical/admin portal, go to the Manage Tests tile.

  2. Click Manage for Lab Partner Locations.

  3. Click Add Location.

  4. Select the lab partner this location is for. Only partners your organization is already connected to will appear here — contact your TrackMy Client Success team if you need a new partner connected.

  5. Complete the required location details (address, account ID, and contact information) and save.

Build an order form template

  1. From the Lab Partner Locations list, find the location and click Add LTOF.

  2. Enter a name for the template.

  3. Select which test type(s) this template applies to.

  4. Enter your ordering provider's name and signature.

  5. Optionally, add a version number, images (such as a logo), and instructions for the patient, clinician, or lab.

  6. Set the number of copies to print by default.

  7. Save the template.

You can preview, edit, disable, or delete a template at any time from the location's template list.

Generate an order form for a patient

  1. Search for the patient in Search for Patient.

  2. Click Tests → Start External Lab Test Order.

  3. Confirm the patient.

  4. If more than one lab partner or template is available, select which one to use.

  5. Select the test type(s) for this order.

  6. Review the form — most fields are filled in automatically from the patient's profile and your template.

  7. Click Print.

The completed form is automatically saved to the patient's Documents, so you don't need to upload it separately, and it can be referenced or re-printed at a later time.