Order diagnostic products

This article teaches you how you can order diagnostic products right from the consultation, so when the results are available they will be imported to the patient Results tab.

Prerequisite: Before you can order any diagnostic products in Neo, your practice administrator must set up the diagnostic markup (one time) then complete the necessary connection and setup steps for the diagnostics integrations used at your practice. 

Diagnostics source Connection and setup resources

IDEXX Diagnostics

  • IDEXX Reference Laboratories
  • IDEXX In-house Diagnostics

Note: IDEXX VetConnect PLUS is required.

Antech Diagnostics

 

Note: Antech Diagnostics account is required.
Vetek Labs

Note: Vetek Labs account is required.

Zoetis

  • Zoetis Point-of-Care
  • Zoetis Reference Laboratories

 Note: Zoetis Diagnostics account is required.

Once a diagnostic order is placed, you can:

Click on a topic to jump to that section in this article:

Order IDEXX diagnostics through Neo

Note for the IDEXX Catalyst Cortisol test: To order a secondary cortisol test under the same requisition ID as the initial test, you must place the order on your IDEXX VetLab Station.

See Order diagnostics from IDEXX VetLab Station or IDEXX analyzers in this article for ordering directly from an IDEXX VetLab Station.

  1. Open a consultation (new or draft).
    Note: You can add diagnostics to an estimate, but you have to convert the estimate to a consultation to place the diagnostics order.
  2. From the Provider drop-down list, select or verify the provider.
  3. In the Product/Service area, start entering the name of the diagnostic product to order, and then select it from the results that appear. The provider for the consultation is used for ordering diagnostics; changing it on the product line will not update the order.
    Note: If a diagnostic product is included in a procedure template, the product automatically appears on the consultation when the procedure template is added.
  4. Optional. If you need to remove a product, click the menu button and select Remove before you place the order.
  5. Click Order Diagnostics.
  6. If you use multiple IDEXX Reference Laboratories accounts or multiple IDEXX VetLab Stations, select the correct source and then click the arrow to proceed to the order.
    Selected tests products appear in the IDEXX Diagnostics window.
  7. IDEXX Reference Laboratories only:
    • Search for and add any additional tests. If add-on products are available for a specific product, click Add-ons Available to view and order those products.
    • Click Notes/Instructions to enter additional information about the order.
      Tip: You can copy and paste notes from the main window.
  8. IDEXX Vet Lab Station only:
    • Neo sends the order to the Pending list of your IVLS. When you go to the IVLS, you can select the analyzer and run diagnostics.
    • Before you run the tests, you can add or remove a test from your order in Neo. If a test is running, you can append to the requisition. You can also start a new order, which will be under a new requisition.
    • To eliminate errors and save time, Neo will automatically update the consultation invoice section, based on your changes, as it sends the update to the IVLS.
    • If you reboot the IVLS it will retain the Pending list upon power up.
  9. Click Order. The consultation is saved and a confirmation appears in the message bar.
    Note: If you are ordering both IDEXX Reference Laboratories and IVLS products, you will place one order, return to consultation, and then click Order Diagnostics again.
  10. IDEXX Reference Laboratories only. Print the order form from the window that opens.
  11. All ordered diagnostic products are added to the Product/Service area, and the date the order was placed on appears below the product name. Click the information icon next to the product name to view its details.
  12. Click the menu button  to view or print the order form. You can also reconcile an unmatched order.

Additional information

  • If you close the order window before you place the order, it does not delete diagnostic products from the consultation. 
  • To remove the products from the consultation, click the menu button and select Remove.  
  • To defer the order so you can place it later, leave the diagnostic product on the consultation.

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Order Antech diagnostics through Neo

IMPORTANT: Antech requires pathology (for example, histopaths and cytologies) have their own requisition IDs and therefore each should be ordered separately. For a complete list of Antech’s pathology tests, go to https://www.antechdiagnostics.com/.

  1. Open a consultation (new or draft).
    Note: You can add diagnostics to an estimate but you have to convert the estimate to a consultation to place the diagnostics order.
  2. From the Provider drop-down list, select or verify the provider.
  3. In the Product/Service area, start entering the name of the diagnostic product to order, and then select it from the results that appear. The provider for the consultation is used for ordering diagnostics; changing it on the product line will not update the order.
    Note: If a diagnostic product is included in a procedure template, the product automatically appears on the consultation when the procedure template is added.
  4. Optional. If you need to remove a product, click the menu button before you place the order.
  5. Click Order Diagnostics. Then click Antech Diagnostics.
    Selected tests products appear in the order cart at the bottom of the Antech Diagnostics window.
  6. Search for and add any additional tests, as needed. Click Order on the row of the test you want to add to your order.
    Tip: Filter the list by searching for the test code, description, category, or component.
  7. Click Preview Order.
  8. Review your order and make any changes, as needed.
    • Click the X to remove any diagnostic tests from the order.
    • Enter any notes in the Other Requests box.
    • Click Edit to return to the previous screen and add additional tests to the order.
  9. Click Submit Order, then click View Form. Print the order form from the browser tab it opens in. Then close the window and return to the consultation.
     Note: If you are also ordering IDEXX Reference Laboratories or IVLS products, you will place the Antech order, return to consultation, and then click Order Diagnostics again.
  10. All ordered diagnostic products are added to the Product/Service area, and the date the order was placed on appears below the product name. Click the plus sign next to the product name to view its details.
  11. Click the menu button to view or print the order form again, as needed. You can also reconcile an unmatched order.

Additional information

  • If you close the order window before you place the order, it does not delete diagnostic products from the consultation. 
  • To remove the products from the consultation, click the menu button and select Remove.  
  • To defer the order so you can place it later, leave the diagnostic product on the consultation.

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Order Vetek Labs diagnostics through Neo

  1. Open a consultation (new or draft).
    Note: You can add diagnostics to an estimate but you have to convert the estimate to a consultation to place the diagnostics order.
  2. From the Provider drop-down list, select or verify the provider.
  3. In the Product/Service area, start entering the name of the diagnostic product to order, and then select it from the results that appear. 
    Note:
    • The provider for the consultation is used for ordering diagnostics; changing it on the product line will not update the order.
    • If a diagnostic product is included in a procedure template, the product automatically appears on the consultation when the procedure template is added.
  4. Optional. If you need to remove a product, click the menu button and select Remove before you place the order.
  5. Click Order Diagnostics.  If you added diagnostic products from more than one diagnostic provider in step 3, select a source to order.
  6. Review your order and make any changes, as needed.
    • To add a sample source, click +Add Sample Source.
    • Review or update the ordering veterinarian.
    • Enter any notes about the test(s) in the Notes box.
  7. Click Order.
    Or if you are not ready to place the order at this time, click Cancel.
  8. The Vetek Labs order form will open in a new browser tab. Print the order form then close the window and return to the consultation.
  9. If you added diagnostic products from an additional source in step 3, repeat steps 5-8, as applicable.

Additional information

  • If you close the browser tab and need to view or print the order form again, click the menu button on the diagnostic product consultation line and select Print Order From.
  • If you close the order window before you place the order, it will not delete diagnostic products from the consultation.
  • To defer the order so you can place it later, leave the diagnostic product on the consultation.

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Order Zoetis Point-of-Care diagnostics through Neo

  1. Open a consultation (new or draft).
    Note: You can add diagnostics to an estimate but you have to convert the estimate to a consultation to place the diagnostics order.
  2. From the Provider drop-down list, select or verify the provider.
  3. In the Product/Service area, start entering the name of the diagnostic product to order, and then select it from the results that appear. 
    Note:
    • The provider for the consultation is used for ordering diagnostics; changing it on the product line will not update the order.
    • If a diagnostic product is included in a procedure template, the product automatically appears on the consultation when the procedure template is added.
  4. Optional. If you need to remove a product, click the menu button and select Remove before you place the order.
  5. Click Order Diagnostics.  If you added diagnostic products from more than one diagnostic provider in step 3, select a source to order.
  6. Review or update the ordering veterinarian.
    Note: If the veterinarian is not in the list, make sure the provider has been synced in Administration > Integrations > Diagnostics > Zoetis Point-of-Care. See your practice administrator for assistance.
  7. Click Order.
    Or if you are not ready to place the order at this time, click Cancel.
  8. If you added diagnostic products from an additional source in step 3, repeat steps 5-7, as applicable.

Additional information

  • If you close the order window before you place the order, it does not delete diagnostic products from the consultation. 
  • To remove the products from the consultation, click the menu button and select Remove.  
  • To defer the order so you can place it later, leave the diagnostic product on the consultation.

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Order Zoetis Reference Laboratories diagnostics through Neo

  1. Open a consultation (new or draft).
    Note: You can add diagnostics to an estimate but you have to convert the estimate to a consultation to place the diagnostics order.
  2. From the Provider drop-down list, select or verify the provider.
  3. In the Product/Service area, start entering the name of the diagnostic product to order, and then select it from the results that appear. 
    Note:
    • The provider for the consultation is used for ordering diagnostics; changing it on the product line will not update the order.
    • If a diagnostic product is included in a procedure template, the product automatically appears on the consultation when the procedure template is added.
  4. Optional. If you need to remove a product, click the menu button and select Remove before you place the order.
  5. Click Order Diagnostics.  If you added diagnostic products from more than one diagnostic provider in step 3, select a source to order.
  6. Review your order and make any changes, as needed.
    • To add a sample source, click +Add Sample Source.
    • Review or update the ordering veterinarian.
      Note: If the veterinarian is not in the list, make sure the provider has been mapped in Administration > Integrations > Diagnostics > Zoetis Ref Lab. See your practice administrator for assistance.
    • Enter any notes about the test(s) in the Notes box.
  7. Click Order.
    Or if you are not ready to place the order at this time, click Cancel.
  8. The Zoetis Reference Laboratories order form will open in a new browser tab. Print the order form then close the window and return to the consultation.
  9. If you added diagnostic products from an additional source in step 3, repeat steps 5-8, as applicable.

Additional information

  • If you close the browser tab and need to view or print the order form again, click the menu button on the diagnostic product consultation line and select Print Order From.
  • If you close the order window before you place the order, it will not delete diagnostic products from the consultation.
  • To defer the order so you can place it later, leave the diagnostic product on the consultation.

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Order diagnostics from IDEXX VetLab Station or IDEXX analyzers

  • Orders can be placed from the IVLS only for diagnostic products that have been activated in Neo.
  • When you start a new diagnostic test at the IDEXX VetLab Station or at an IDEXX analyzer:
    • Neo will receive the result as long as the client is associated with the result in the IDEXX VetLab Station.
    • When the results become available in Neo, you will need to manually reconcile them from the Diagnostic Orders and Results page to a patient's consultation. To learn more, see Reconcile unmatched orders and results.
    • For the IDEXX Catalyst Cortisol test. After ordering an initial cortisol test, to order a secondary test under the same requisition ID, you must place the order on your IDEXX VetLab Station from Add Test > Append. For detailed information including the IDEXX Catalyst Cortisol workflow, which tests to order for what protocol, and more, you can view applicable resources in the Catalyst Cortisol Test section here.

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