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newSchoolWorks.com › VoTechWorks › Health & Personal Services › Medical Assisting › Electronic Health Records for Medical Assisting › Lesson 6
HLT-MEDI38-06 · Lesson 6 · 12.5 clock hours · lab

Laboratory Orders, Results Management, and Critical Value Reporting

Objective. Students will enter electronic laboratory orders in the EHR, receive and file simulated results, identify a critical value, and document provider notification following office protocol.

⚠ Pending professional review

This lesson, its worked examples and its practice questions has not yet been verified by a licensed clinician in the field or by a certification or approval body. It is a study draft and may contain errors. Do not use it to make decisions about any patient or medication. Always follow your instructor, your supervising professional, and current official references and regulations.

VoTechWorks program approval and accreditation are still in progress. Credentials are issued only by the certifying bodies named in each program, after their own exams.

Why Laboratory Orders and Results Management Matter

The medical assistant plays a central role in the laboratory workflow. You are often the person who enters the provider's order into the electronic health record (EHR), receives results back from the laboratory, files those results in the correct patient chart, and—most critically—recognizes when a value is dangerously abnormal and must be reported to the provider immediately. Errors at any of these steps can delay treatment or harm a patient. Accuracy and speed both matter.

Entering a Laboratory Order in the EHR

When a provider writes an order for laboratory tests, your job is to translate that written order into an accurate electronic order without adding, dropping, or changing anything. A properly entered order includes:

Always compare your completed entry back to the provider's original written order before submitting. If anything is unclear, ask the provider before you proceed—never assume.

Receiving and Filing Laboratory Results

Results return to the practice electronically or on paper. Either way, your responsibilities are the same:

1. Match results to the correct patient and order – confirm patient name, date of birth, and the specific test ordered.

2. Enter or verify values in the EHR results module – when results arrive on paper and must be manually entered, key each value exactly as printed; do not round or interpret.

3. Apply reference range flags – EHR systems compare each result to built-in reference ranges and display flags such as "L" (low), "H" (high), or "CR" (critical). Confirm that the flags appear correctly. If a value falls outside the reference range and no flag appears, alert your supervisor; the reference ranges in the system may need review.

4. Route results to the provider – use the EHR's messaging or task function to notify the ordering provider that results are available for review.

5. Document that results were received and routed – the chart must show a clear audit trail.

Never file a result in the wrong chart. A misfiled result can lead to incorrect treatment of two different patients.

Understanding Critical Values

A critical value (also called a panic value) is a laboratory result so far outside the normal range that it may represent an immediate, life-threatening condition. Examples include a serum potassium that is dangerously high or low, a glucose level indicating severe hypoglycemia or hyperosmolar crisis, or a hemoglobin indicating acute severe anemia. Reference laboratories and hospital labs publish their own critical value lists; your office will have a written critical value protocol.

When you see a critical value, you must act immediately. Waiting to batch this notification with other tasks is never acceptable.

Critical Value Reporting Protocol

Most office protocols follow a sequence like this:

1. Recognize the critical flag in the EHR or on the printed report.

2. Contact the ordering provider immediately – by phone or in person, depending on office policy. Do not use low-priority messaging for a critical value.

3. Read back – state the patient name, the test name, and the critical value; the provider repeats it back to confirm accuracy. This read-back step is required by patient safety standards.

4. Document in the EHR communication log – record:

5. Follow up – confirm the provider has reviewed the full result and documented any orders or plan.

Time-stamping is not optional. If there is ever a question about when notification occurred, the timestamp in the EHR log is the legal record.

Scope of Practice Reminder

As a medical assistant, you identify and report critical values—you do not interpret them clinically or advise the patient on what the value means without provider direction. Your role is prompt, accurate communication. The provider decides what to do next. Never delay notification while waiting to understand the clinical significance yourself.

Safety Points

Key terms8

Critical value (panic value)A laboratory result so far outside the normal range that it indicates a potentially life-threatening condition requiring immediate provider notification.
Reference rangeThe range of values considered normal for a given laboratory test in a defined population; results outside this range are flagged as high or low by the EHR.
Order entryThe process of translating a provider's written or verbal laboratory order into an electronic order in the EHR, including all required fields such as test code, specimen source, and ordering provider.
LOINC codeLogical Observation Identifiers Names and Codes — a standardized coding system used to identify laboratory tests and clinical observations in electronic systems.
Read-back confirmationA patient safety practice in which the receiver of a critical communication repeats the information back to the sender to verify accuracy before acting on it.
Audit trailThe EHR's automatic or manual record of who accessed, entered, or modified information and when, providing accountability and legal documentation.
STATFrom the Latin statim, meaning immediately; a priority designation on a laboratory order indicating results are needed urgently.
Results routingThe EHR workflow step in which filed laboratory results are sent to the ordering provider's inbox or task queue for review and action.
In class: Order entry exercise: students receive a provider's written order for a CBC and basic metabolic panel and enter the electronic order in the EHR, selecting the correct test codes, ordering provider, and specimen source. · Results filing simulation: students receive a printed lab results report and manually enter values into the EHR results module, flagging abnormal values using the EHR's built-in reference range alerts. · Critical value drill: one result is flagged as a critical value (e.g., a potassium level outside the critical range); students follow the written office protocol to document immediate notification of the provider in the EHR communication log, using correct time-stamping and read-back confirmation notation.
Materials: EHR training environment, provider order forms, printed simulated lab results, critical value protocol handout, normal reference range chart
Check: Instructor evaluates completed order entry, filed results, and critical value communication log entry; pass = order contains all required fields, all reference range flags applied correctly, and critical value notification documented within the simulated time limit with provider name, time, and read-back notation.

Practice check8

Answer each question, then check it. Nothing is recorded; this is your own practice.

Clinical Procedures / Laboratory
1. A medical assistant receives a provider's written order for a 'CBC with differential.' When entering this into the EHR, the assistant notices the system offers both 'CBC with differential' and 'CBC without differential.' What is the correct action?
Clinical Procedures / Patient Safety
2. While filing a printed lab report into the EHR, a medical assistant notices a serum potassium value of 6.8 mEq/L flagged as a critical high. The ordering provider is seeing another patient. What should the medical assistant do first?
Administrative Procedures / Health Information Management
3. After notifying the provider of a critical potassium value, which element is MOST important to document in the EHR communication log?
Clinical Procedures / Laboratory
4. A medical assistant is manually entering laboratory values from a printed report. One value reads '135.' The assistant believes this looks like a typo and thinks it should be '13.5.' What is the correct action?
Clinical Procedures / Patient Safety
5. Which of the following is the primary purpose of the read-back step during a critical value notification?
Clinical Procedures / Laboratory
6. A medical assistant correctly enters a laboratory order but forgets to specify the specimen source. Why is this a problem?
Clinical Procedures / Laboratory
7. A laboratory result arrives in the EHR and a value is flagged 'H' by the system. The medical assistant is unsure whether this value is critical or only mildly elevated. What is the BEST next step?
Clinical Procedures / Laboratory
8. A medical assistant enters a completed laboratory order and is about to submit it. Which action reflects best practice before submitting?
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