Custom Investigations

Extra investigation names, for tests your own lab and imaging do not perform, offered on the prescription screen.

Custom Investigations holds test names your own lab and imaging do not perform, such as outside tests or special panels. The prescription screen already offers every test in the lab catalogue and every imaging exam, so add names here only for the rest.

Before you begin

• Adding needs the masters create right; editing and deleting need the masters edit and delete rights.
• Departments exist if some items belong to one clinic only. See Departments.

Where to find it

Open Hospital → Master Data → Custom Investigations.

Add an item

1. Click + Add Item.
2. Type the Name, for example Genetic panel (outside lab).
3. In Scope, keep Global (all departments), or pick the one department that should see it.
4. Optionally type a Code and a Sort Order. Lower numbers show first.
5. Keep Active ticked and click Save.

Import a long list

1. Click Import.
2. Click Download Template (CSV) and fill in one item per row.
3. Choose the file and click Upload & Import.

Existing items are updated and new ones added. The result shows how many were added, updated and skipped.

Where it is used

On OPD Consultation, these names are offered alongside the lab's Test Catalog and the Imaging Catalogue when the doctor orders investigations.

Common questions

An item shows in the wrong clinic. Edit it and change the Scope.

Can I hide an item without deleting it? Untick Active. Records already made keep it.

Should I add CBC here? No. If your lab does it, add it to the Test Catalog instead, so it can be ordered, billed and reported.