Reconcile unmatched orders and results

If an order is placed outside of the Neo software, the results will be downloaded into Neo as unmatched to a patient on the Diagnostic Orders and Results page and can easily be identified by the Reconcile button in place of the patient name. You must match these results to a patient consultation to make sure the patient's results records are complete.

Note: Diagnostic results can be reconciled up to 45 days from the consultation date.

Examples:

• You place an IDEXX Reference Laboratories or in-house analyzer order through VetConnect PLUS.
• You place a manual order through IDEXX Reference Laboratories or from an IDEXX VetLab Station. Or you add on a test while you’re at the IVLS that you didn’t order through the consultation in Neo.
• You place a digital order from a capture station and the digital product is set up as “invoice only.”
• You place an integrating diagnostic partner's order through their online portal or manual form, as available.

IMPORTANT: A draft consultation must exist to match a result with a patient. If the unmatched result is for a new patient, add the patient and create a consultation. If the result is for an existing patient, make sure the patient has a draft consultation.

To learn how to correct diagnostics matched to the wrong patient or consultation, see Unreconcile matched orders and results.

1. Click your name on the menu bar. Then click Diagnostics.
2. Click the Filter button. Then select the Show only unmatched check box.
3. Locate the results you want to match and click Reconcile. The Reconcile Diagnostics Order window displays the results information.
   You can also click the menu button  and select Reconcile.
4. If you see the patient listed, click Select next to that patient.
   OR
   Enter a client or patient name in the search box and click Search. Then, click Select next to the correct patient.
5. Select the consultation to add the order to.
   If no consultation exists for the patient, click the Back button to go back and search for another patient, or click Cancel and create a new consultation, and then try again.
6. Add or remove activated diagnostics in the Diagnostic Service area.
   • Search for unmatched products in the Order column at the top of the window (hover over the blue "i" to see a list).
     Note: Suggested items appear in the Diagnostic Service area, as applicable.
   • Select the line item provider for each diagnostic product to ensure credit is correctly given on the invoice.
     Note: The line item provider is a required field.
   • Click the trash can button to remove an item.
7. Click Next.
8. Review the summary of changes. 
   IMPORTANT: If you are adding products to a paid consultation, a new consultation will be created for those products. It will contain a link to the paid consultation. 
9. Click Save & View Consultation to open the consultation.
   OR
   Click Save & Close to update the consultation and return to the Diagnostic Orders page.
   The result now appears on the task list and in the patient's record.