Clinical Center
Clinical workflows, patient-safety standards, medication guidance, laboratory resources, procedures, and role-based tools for the TNC clinical team.
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Search the full SOP Library →New Clinical Hub
Laboratory & POCT
One home for provider-authorized pre-visit laboratory testing, specimen workflows, point-of-care testing, result follow-up, and laboratory quick references.
🧪 Provider-Authorized Pre-Visit Laboratory Workflow
Pre-visit testing is individualized. Clinical staff review the chart and request orders. An appropriately licensed ordering provider determines which tests are appropriate, whether they should occur before the visit, and the diagnosis or screening indication supporting each test.
Medicare / AWV
An Annual Wellness Visit does not automatically make routine laboratory panels medically necessary or covered. Laboratory testing needs its own appropriate indication and must meet applicable coverage requirements.
Which diagnosis / indication supports the test?
Use the reason the laboratory test is actually being performed.
Do not automatically add Z00.00 or Z00.01 simply because a physical is scheduled. The provider determines the appropriate wellness encounter diagnosis after completing the examination. Never add a diagnosis solely because it is expected to result in insurance coverage.
Consider appropriate preventive/wellness and other provider-determined visits. Pre-visit labs are not automatic for every wellness visit.
Review visit type, age, diagnoses, medications, history, previous labs, last testing date, screening needs, and known payer requirements.
The ordering provider determines tests, timing, diagnosis/indication, and additional documentation.
Use the documented condition, screening purpose, routine-testing indication, or symptom/problem that actually supports the test.
Do not automatically add a future wellness encounter diagnosis to the active problem list.
Include specific tests, ordering provider, indication, order date, performing laboratory when applicable, and fasting instructions when appropriate.
Document provider review/authorization and the appropriate indication attached to each order.
Provide lab location, fasting instructions if applicable, recommended completion date, and other instructions.
Use TNC's normal result workflow. Do not delay abnormal or critical findings because a future wellness visit exists.
Provider reviews results, addresses findings, updates diagnoses, determines next steps, and codes the actual services performed.
Suggested Pre-Visit Documentation
Pre-visit laboratory testing reviewed and authorized by provider in preparation for the patient's upcoming preventive/wellness appointment. Laboratory testing selected based on the patient's documented medical history, preventive screening needs, medications, risk factors, and/or established medical conditions. Appropriate diagnosis or screening indication attached to each order.
Organization-Wide Standards
Clinical Billing Workflows
Clinical responsibilities that directly support clean claims, compliant documentation, accurate coding, and timely patient follow-up.
These standards are surfaced here for the clinical team while the Billing Center remains the master home for organization-wide billing and workflow guidance.
Quest remains the primary laboratory at this time, with Labcorp used for insurance plans Quest does not accept. Providers review results and MAs assist with patient notification as appropriate. Patients should be notified of laboratory results within 24–48 hours.
Open Laboratory & POCT Hub →Do not automatically complete these screenings at every visit. Generally complete once annually when appropriate unless clinically indicated or directed by the provider. When used for a mental-health concern, documentation and diagnosis coding must support the screening.
Open Forms Library →Determine whether a new Medicare patient is newly enrolled and whether a Welcome to Medicare visit is appropriate. Complete required preventive components and screenings and use the appropriate Medicare note template when applicable.
Open Billing Center →Every POC test requires an appropriate supporting diagnosis. Documentation should identify the reason for testing, relevant symptoms, the test performed, results when applicable, and the clinical interpretation and plan.
Open POCT Center →When applicable, billing must include both the medication or product and the administration. Ensure the appropriate codes are entered for both components and that documentation supports the service performed.
Open Vaccine Workflow →Avoid generalized Review of Systems documentation such as “Review all” or simply “Negative.” Address relevant systems with sufficient detail based on the patient’s presentation and to support medical necessity.
Open Documentation Standards →By Role
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These shortcuts do not replace the full Clinical Search. They simply put the most common resources for each role together.
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The new Laboratory & POCT hub is now a primary Clinical Center category alongside TNC's existing clinical resources.

