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NeoEHR user guide
  • Pages
    • NeoEHR overview
    • Getting started
    • Onboarding
    • NeoEHR User Roles and Access Overview
    • Switch user role
    • Admin/Settings
    • Front Desk personnel
      • Role-specific features
      • Add a new patient
      • Create an appointment
      • Create and pay an invoice for an out-of-pocket patient
      • Create and pay an invoice for an insured patient
      • Edit an appointment
      • View upcoming and previous appointments for a single patient
      • View upcoming and previous appointments for all patients during a period
      • View the patient profile for an existing patient
      • Update demographic information for an existing patient
      • Update insurance information for an existing patient
      • Scan or upload paper records for a patient
      • Review paper records
      • Generate typical Front Desk/HMIS reports
    • Accountant/Cashier
      • Role-specific features
      • Search for a patient
      • Download transactions
      • Download insurance claims
      • Fund a patient's wallet
      • Create an invoice
      • Pay invoices from a patient's wallet
      • Pay invoices via bank transfer
      • Pay invoices via POS
      • View or download receipts
      • Identify insured patients on NeoEHR
      • Sort and filter payment data
      • View finance metrics on the dashboard
      • View invoice and wallet data
    • Nurses & Doctors: Clinical Inputs
    • Pharmacy module
      • Role-specific features
      • Record a sale to a walk-in customer
      • Create an invoice
      • View prescription information
      • Dispense prescribed medication
      • Print prescriptions in NeoEHR
      • Handle medications not yet supplied
      • View pharmacy product information
      • View brands of a particular generic in stock
      • Transfer products to another dispensary or outlet
      • Request supply from your central store
      • Review outlet requests for new supplies
      • Download list of outlet requests
      • Update product quantities and prices in inventory
    • Laboratory module
      • Log investigation requests for a walk-in client
      • Update pricing for laboratory tests
      • Search for a patient in the laboratory queue
      • Add a new walk-in customer as a patient
      • Sort or filter the laboratory queue
      • Record samples and view investigation results
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NeoEHR user guide
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Record samples and view investigation results

How to Create an Invoice

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After requesting an investigation for a patient and proceeding to Check Out, you will be prompted to create an invoice immediately.
Follow the on-screen prompts to finalize the invoice creation process.
If the investigation has already been requested but the invoice was not created at that time, you can generate the invoice from the Laboratory Queue
Go to the Laboratory Queue.
Use the search bar to find the patient's name or ID.
On the far right of the patient’s card, click the dropdown menu to view the list of investigations requested for that patient.
Locate the investigations to be invoiced, ensure their status is marked as “Requested.”
Click the Burger menu (⋮) on the far right of the investigation item.
Select Create Invoice from the options provided.
Once you create the invoice, the status of the investigation will update from "Requested" to "Invoiced," indicating that billing has been successfully initiated.

How to Record a Sample

Click on the test request.
Select “Record Sample”.
Input sample details: type, time collected, collector’s name.
Save to confirm collection.

How to View Test Results

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Open the Laboratory Queue Dashboard.
Search for the patient using the search bar at the top by entering their name or patient ID.
Alternatively, you can scroll through the list of patients displayed on the dashboard.
Identify the correct patient whose test results you need to access.
Expand the patient’s test list by clicking the dropdown arrow (▼) on the right side of their card.
Locate the specific test you want to review.
Ensure the test status is marked with a green "Result Ready" indicator.
Access the test actions by clicking the burger menu (⋮) on the far right of the test row.
Select "View Test Result" from the dropdown menu to open and review the result.
Additional Options
If you need to enter results for a test, click the "Enter test result" button
To view more information about the test, select "View test info"
For billing information, choose "View invoice" from the options
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How to Download PDF

Open the Laboratory Queue Dashboard.
Search for the patient using the search bar at the top by entering their name or patient ID.
Identify the correct patient whose test result you want to download.
Expand the patient’s test list by clicking the dropdown arrow (▼) on the right side of their card.
Locate the specific test for which you need the result. Ensure the test status is marked with a green "Result Ready" indicator.
Click the burger menu (⋮) on the far right of the test row to access additional actions.
Select "Download PDF" from the dropdown menu to download the test result in PDF format.

How to View Invoice

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Open the Laboratory Queue Dashboard.
Search for the patient by entering their name or patient ID in the search bar at the top.
Find and select the correct patient whose test result you need the invoice for.
Expand the patient’s test list by clicking the dropdown arrow (▼) on the right side of their card.
Locate the specific test for which you need the invoice, ensuring the test has already been paid for.
Click the burger menu (⋮) at the far right of the test row to reveal additional actions.
Select "View Invoice" from the dropdown menu.
You can then download the invoice if needed using the Download button.

How to Recognize a Patient with Insurance

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Open the Laboratory Queue Dashboard.
Search for the patient using the search bar at the top by entering their name or patient ID. Alternatively, you can scroll through the list of patients displayed on the dashboard.
Patients with active insurance have an orange tint at the left end of their name card.

How to Pay with Insurance

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Ensure the patient has an active and valid insurance plan.
Proceed to order the necessary laboratory investigations.
After requesting the investigation, generate the patient's invoice.
On the payment screen, choose "Pay via NHIS" as the payment method.
Click "Continue to Pay" to finalize the payment process.

How to Switch Roles

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Click on your profile icon on the top-right corner of the screen.
From the dropdown, select “Switch Role”.
Choose from available roles (e.g., Front Desk, Admin) based on access rights.
Your interface will reload to reflect the permissions and features of the selected role.

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Visit the NeoEHR webpage
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How to Create an Invoice
How to Record a Sample
How to View Test Results
How to Download PDF
How to View Invoice
How to Recognize a Patient with Insurance
How to Pay with Insurance
How to Switch Roles
Visit the NeoEHR webpage
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