Start by clicking the “New accession” button on the sidebar to navigate to the new accession form. This can also be achieved via the command menu, or by pressing C,A
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If you do not see the form as shown below, you can enable it in your profile view. You can visit your profile by selecting the dropdown menu next to your name.
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To select a donor to create an order for, click the Select donor dropdown, which will display the last 10 recent donors. If the donor doesn’t appear in this list, you may search by any donor ID within the dropdown.
If the donor hasn’t already been created in the system, click on the + button to create a new donor.
Enter all information that is available to describe the donor. Case ID is the primary identifier for the donor, and can be used to view other accessions from the same donor. It is the only required field in this section. Any number of additional identifiers may be added by clicking the + Donor ID button.
The selected donor will appear like this in the form:
The Client field indicates the client which is ordering the test, and is required to determine the responsible billing party. In some cases this button is disabled, but it should be displaying the appropriate client for your account. To select the client, click on the Select client dropdown and select the appropriate client.
The Share with section provides the ability to select other clients or email addresses to share final reports with. To select another client, click the + Client dropdown, and select the client you want to share with.
You may also share directly to email addresses. To enter email addresses, click the + Email dropdown and select a recently used email, or type the email address in the input box and hit Enter, or click Add "<email address>" when prompted.
