Crelio Training

Log in to the Client Portal at us.crelio.solutions. Pending samples appear under Pending Collection and on the Dashboard — click any sample to see its current status.

1. 1

   View reports from the Dashboard

   • The date defaults to Today, so you'll only see reports resulted today.
   • Set the date filter back to the range you want to view older reports.
2. 2

   View reports from Report Prints

   • Choose Report Prints on the left menu.
   • Filter to the desired date range.

1. 1

   Open Registration / Billing

   Hover over the menu on the left side and choose Registration / Billing.

2. 2

   Find or add the patient

   Search for the patient, or enter their info if they aren't in Crelio yet.

   • As you start typing the patient's name, existing patients appear for quick selection.
   • The patient medical history does not need to be completed — hide it by clicking the arrow in the center.
3. 3

   Proceed to Order

   Once the patient info is entered, click Proceed to Order.

4. 4

   Choose the test service (e.g. Toxicology)

   • a. Collection date & time default to now — click the calendar to change them.
   • b. Make sure the correct provider is chosen.
   • c. Type urine or blood to show the Toxicology options (each sample type has the same options):
     • Screening only
     • Confirmation only
     • Screening & Confirmation — automatically reflexes meds and positive screens to confirmation
     • Screening & Confirmation w/ NO REFLEX — will not automatically add confirmation testing for meds and positive screens
   • d. Enter the ICD code.
   • e. Click the + sign.

   STAT / RushFor STAT or rush samples, choose Emergency Report.

   WaitDon't Confirm and Order yet — testing is selected in the next steps. Confirm & Order is the last step.
5. 5

   Add drugs to the service

   Add the medications and analytes to test for: click ADD DRUGS next to the service you ordered.

6. 6

   Enter the prescriptions

   • a. Type in the medication to add.
   • Drugs previously added for that patient are shown and can be added quickly — make sure the sample type is correct.
   • When a drug is selected, its metabolites are added and listed here as well.

   Reflex mattersIf the prescribed meds are not part of the confirmation panel selected, they will not be tested unless reflex is enabled or they are also added under Confirmation. Listing under Prescribed Meds only shows whether the positive/negative results are consistent in the report summary.
7. 7

   Choose the screen option

   For a full screen, type panel and choose the Blood Screen Panel or Urine Screen Panel needed (or a custom screen panel if applicable). Enable screening reflex if positives should be confirmed.

8. 8

   Add drugs to be confirmed

   Add the drugs to be confirmed — custom orders are available to choose here as well.

   • Again, choose the drugs with urine if testing a urine sample, or blood if testing a blood sample.
9. 9

   Add the tests

   Click Add once the tests are entered.

10. 10

    Order other tests (CMP, CBC, hormones…)

    For all other tests, follow the same steps — except only the service and ICD-10 need to be added (there is no "Add Drugs" step for these).

    • Multiple tests can be added to the same order — click Add Service to proceed.
11. 11

    Complete the AOE

    Click the blue Complete AOE button to Agree & Sign (this applies the electronic signature), then Save & Close.

12. 12

    Confirm and Order

    When finished, choose CONFIRM AND ORDER.

    RushIf the sample needs to be rushed, check the box next to Emergency Report.
13. 13

    Collect and Print

    Select Collect and Print to mark the sample as collected and to print the barcode labels.

14. 14

    Optional — Print TRF

    Print the TRF if a requisition form needs to be saved or printed.