To order IDEXX tests on your records, make sure you have the integration active and set up correctly. Please follow the steps described in this article or contact us if you need help.

After opening a record, go to the Plan section → Services & Products and start adding the tests. You can add both reference and in-house tests on the same SOAP.

When you are ready to create the order, click on 'Manage lab order', followed by 'Create new order'. You will be prompted with a list of all the tests added to the record. From here, you can select and submit all or just some of them.

📌 In-house and reference tests can't be part of the same order, so if you have both types on your record, create the first order by submitting all of the in-house or reference/external ones first, then create a new order for the rest of them.

📌 If the same test is added twice on the record, you won't be able to order both in the same order. However, you can create as many orders as you need directly from the same record.

📌 For the in-house tests, you'll be required to select the station as well.

After clicking on 'Order Tests', you'll see the IDEXX interface from where you can review the order, add or remove tests, and change the veterinarian if needed. Clicking on 'Order' will submit the order to the station or to the reference lab.

📌 If you add or remove tests at this step, the SOAP won't be automatically updated, so don't forget to also add the extra tests on the SOAP for billing purposes (you don't need to submit another order with them) or remove the unwanted tests so the charges are accurate.

You can see all the orders directly on the SOAP, with their ID and submission date.

The purple icon will display the Requisition PDF.

The results will be listed below each order, once they are ready. Simply click on the blue link to view the PDF file. The results from an order can come on one single document or on different ones, depending on the type of tests submitted.

The results will also be automatically attached to the SOAP (Objective → Files).