In-office phlebotomy

In-office phlebotomy lets practitioners collect lab samples in their clinic instead of sending patients to a third-party collection site. It's currently available for eligible lab plans from Quest and Access Medical Labs. This article explains how to enable the feature, order collection supplies, schedule specimen pickups, build lab plans, and access phlebotomy instructions.

Video: Using In-office phlebotomy

Enable in-office phlebotomy

After registering for labs, in-office phlebotomy must be enabled in your Labs settings.

To enable in-office phlebotomy:

1. Click Labs in the left-hand navigation.
2. Click Labs settings.
3. Select Phlebotomy.
4. Turn on the Enable in-office phlebotomy toggle.

5. Review and confirm your clinic information.
6. Click Enable in-office phlebotomy to save your changes.

Once enabled, you’ll be able to select in-office phlebotomy when building lab plans.

Schedule recurring specimen pickups

During setup, you'll schedule recurring courier pickups for Quest Diagnostics and Access Medical Labs specimens based on the labs you use.

To schedule pickups after enabling in-office phlebotomy:

1. In the Schedule recurring specimen pickups step, select the days, time slots, and pickup instructions for each lab, then click Continue.

2. In the Review step, confirm your clinic details and pickup schedule, then click Enable in-office phlebotomy.

Order in-office supplies

Before collecting samples in your clinic, order the supplies needed for your lab tests through Shop wholesale.

To place an order:

1. Click Shop wholesale.
2. Select Lab supplies.
3. Above the search bar, select the In-office supplies toggle.

4. Search for an item or use filters to narrow results.
5. Click Add to cart and complete checkout.

Shipping and order details

Keep the following shipping information in mind when ordering in-office supplies:

• In-office supplies, specialty kits, and supplements can be ordered together through Shop wholesale.
• Paid supplies count toward the $250 free shipping threshold for products. Ordering five or more specialty kits qualifies for free shipping.
• Supplies and kits may ship separately. If minimum thresholds aren't met for each category, separate shipping charges may apply.

To view the status of your supply orders, go to Shop wholesale > Orders.

Build a plan with in-office phlebotomy

Once in-office phlebotomy is enabled and you've ordered any required supplies, you can build a lab plan that uses in-office collection.

To build a lab plan:

1. Open or create a patient plan.
2. Add a lab from the Lab catalog.
3. On the Review plan page, select In-office phlebotomy under Sample collection.

4. Enter the Expected collection date.
5. Choose who is paying for the order.
6. Click Send to patient.

View phlebotomy instructions

You can view these instructions in two places, depending on where you are in your workflow:

• Before checkout: select View phlebotomy instructions on the Review plan page.
• After checkout: navigate to your lab orders, select the order, and click View phlebotomy instructions on the Test details page.

Opening View phlebotomy instructions within the Test details page.

When you open the phlebotomy instructions, you'll find:

• Patient preparation requirements
• Required supplies
• Tube labeling instructions
• Order of draw and inversion guidance
• Information on scheduling specimen pickups

What patients see

If the patient is paying for the lab order, they’ll complete checkout through their Fullscript account as usual. If you’re collecting payment in-office, checkout is completed during the visit.

Patients can view their lab order details and any available preparation instructions from their Fullscript account once the order has been placed.

For an overview of the patient lab-testing experience, refer to Lab testing with Fullscript explained.