E-Labs Direct: Enrollment Form

E-Labs Direct by Healthie is a native lab ordering solution that allows clinicians to order, track, and receive lab results directly within Healthie's UI (and/or via Healthie's API). Customers on Healthie's Enterprise Plan can connect their lab accounts to Healthie's lab ordering solution, for a more streamlined lab ordering process.

To request to connect your lab account to E-Labs Direct, please email hello@gethealthie.com for an E-Labs Direct Enrollment Form.

This article provides step-by-step instruction on completing the E-Labs Direct enrollment forms. Reviewing these instructions and accurately completing the form will help ensure a seamless enrollment process.

Getting Started

1. Once you receive the E-Labs Direct Enrollment Form, please make a copy of the template.
2. Rename your copy with your organization name.
3. Complete the information requested in each tab of the enrollment form (there are multiple tabs).
   1. Part 1: Org Info Tab
   2. Part 2: Lab Account(s) Tab
   3. Part 3: Providers Tab
   4. Part 4: Users Tab
   5. Part 5: Email Notifications Tab
   6. Part 6: SMS Notifications Tab

Part 1: Org Info Tab

The Org Info tab corresponds to the dropdown list of sites that will be presented when ordering a lab in Healthie.

The following information is required for completion on this tab: 

• Channel Partner: This should be listed as "Healthie"
• Client Name: This refers to your business sites location.
  • If you will be ordering labs from multiple business locations, you will need to list each location as a single line in the Clients tab. (Example: You have multiple sites - New York, California, Florida, Virtual).
• Address: Fill out the associated columns with the street address, city, state, and zip code. 
• Phone: Provide a valid phone number for your business. 
• Contact Name & Email: Indicate your main point of contact (representative) for this business / location. 
• Tax ID: Provide your business Tax ID number for billing purposes.

Optional information to complete in this tab: 

• Fax 
• Contact Phone (for your point of contact) 

Part 2: Lab Account(s) Tab

In this tab, you'll be able to list the lab vendors that you would like to have ordering privileges with, within Healthie. This integration connects to Quest, Labcorp, and Bioreference labs. A lab vendor will need to be connected in order for your business to place lab orders in Healthie. 

List the Lab Vendor names (exactly as it appears on the Connect Labs List)

Important: You must already be set up with an account directly with the requested lab vendor(s).

• Lab Vendor name to Column A.
• Add your Lab Account number in column B. 

Note: If you are set up with master and/or sub-account numbers with a lab vendor for multiple sites, please list each lab with the associated account number separately. (Ex. Lab1, 5333700 [Site A]; Lab1, 5333702 [Site B])

For Parent orgs with multiple sub-orgs, you must use a unique lab account number for each lab and sub-org.

Through this integration, your existing lab account (ie. with LabCorp, Quest, or Bioreference lab vendors) will be connected to Change, and you will be able to order labs within Healthie for these vendors. Healthie does not currently provide support in registering for lab vendor accounts.

If you do not currently have accounts with any support lab vendors, you are welcome to explore Healthie’s other E-Lab offerings.

Part 3: Providers Tab 

Add the details for Providers that will be assigned to patients in Healthie when ordering labs.

Please provide the full name associated with your NPI (Ex. Sam Frances Smith). An NPI number is required for any provider that will be placing lab orders. NPI numbers are required for billing and ordering authorization.  

The Users Tab can be used to add Support staff and other team members without NPI numbers, who do not need direct lab ordering privileges. 

The following information is required for completion on this tab: 

• Provider Last Name 
• Provider First Name 
• Provider NPI number 
• Provider email address: the email associated with the provider's Healthie account

Part 4: Users Tab 

The Users tab corresponds to all Support staff that will be setting up lab orders on behalf of Providers. Each user will need credentials to sign-in, so this tab helps Change ensure that credentials are created for all.

The following information is required for completion on this tab if Users are requested: 

• User Last Name 
• User First Name 
• User email address: the email associated with the user's Healthie account

Part 5: E-Mail Notifications Tab

If you want to enable email comms to e-lab patients, submit the following information:

• Branding color hex code
• Support email
• Company name/address to be shown in email
• Company logo url (.png)
• What billing types your organization will use when ordering: Bill to Clinic, Bill to Insurance, and/or Bill to Patient (this will adjust the copy in the email as necessary)

Part 6: SMS Notifications Tab

SMS Texts are customizable, and can be enabled or disabled individually. Sample copy is provided for you, but you can add your own final SMS copy within column D.

The recommended number of characters for an automated SMS message to customers is 160 characters or fewer. This ensures the message is sent as a single SMS rather than being split into multiple segments, which can affect readability.