Configure which panels can be ordered for a client

Before you can order a test, you need to configure the Test Panel Code for the panel that you want to order and the client account ID for the lab that you want to order with.

Step 1: Create the Test Panel Code

  1. Go to "Preferences" in the main navigation.
  2. Click on the "Configuration" sub-tab inside "Preferences".
  3. Next to "Section", select "Test Panel Codes" and click "Go".
  4. Click "New Test Panel Code".
  5. Select the Panel (e.g., 10-Substances), the Target lab (e.g., Quest), and the lab code for the specified test panel (e.g., 35190N).
  6. Note that you only need to do this once and it will be available for all of your client companies.


Step 2: Configure the Company Test Panels.

  1. Find the client company that you want to configure the panel for. Go to "Groups" in the main navigation and go to the company.
  2. Click on the "Configuration" link, then the "Test Panels" tab, then click "Add Test Panel".
  3. Select the panel details, including the following:
    • Target: The lab, for example "Quest"
    • Account ID: The client's account ID with the lab
  4. Click Save. You are now ready to order a test.

Step 3. (Optional) Select Test Sites.

  1. To limit the test sites available for test ordering for this specific client, click on the "Test Sites" sub-tab in "Configuration".
  2. Click on "Add Test Site" and search for a specific test site and click on it's link.
  3. Click "Yes" to add this test site to the approved list for this client company. 

Check out the video tutorial for configuring which panels can be ordered for a client.