The Tools page

Both products. The **Tools** item in the top bar (switched on for every plan). Five tools on one page, each on its own tab: **Scratchpad**, **Call sheet**, **Clinic list**, **Lab order**, **Free testosterone**. Everyone at the clinic can use them; the lab order needs the **See patients** permission. Owners and admins set the lab order up under Admin → Settings → Tools.

Scratchpad

What it is

A note pad inside the portal. My notes are yours alone; Clinic notes are shared by everyone at the clinic (phone numbers, reminders, the things everyone needs). It saves by itself about a second after you stop typing, and the line next to the tabs says Saved with the time (and, on Clinic notes, who saved last). Notes are encrypted like everything else in the portal.

How to use it

1. Top bar → Tools → Scratchpad.
2. Click My notes or Clinic notes.
3. Type. Nothing to click, Saved … appears when it is stored. If it says Could not save, check your connection and

type one more character.

Keep patient details to a minimum: it is a note pad, not the chart.

Free testosterone

What it is

A calculator: type total testosterone (ng/dL or nmol/L), SHBG (nmol/L) and albumin (g/dL; 4.3 is used when it was not measured) and it shows the calculated free testosterone (ng/dL, nmol/L and % of total) and the bioavailable testosterone (free + albumin-bound). It uses the Vermeulen method, the same one most online calculators use. It is an estimate from the numbers you type: nothing is saved and nothing is written to a patient.

Questions people ask

Q: The number is different from the lab's "free testosterone".

A: Labs measure free T in several ways (direct, dialysis, calculated). Compare a calculated value against the lab's range for a calculated free testosterone, not the direct-measured one.

Lab order

What it is

The clinic's own lab order document, a PDF with your clinic's header (logo, name, address, phone, fax, e-mail, website), the ordering provider (name, credentials, NPI, license), the patient, the tests ordered (with the CPT code and, when you filled them in, your lab's own order codes), the diagnoses (ICD-10 code and condition), fasting, notes, and the provider's electronic signature. You Save and open it (kept under Tools and on the patient's page) or Open it only (print or save it from the browser; not kept).

Before the first order (owners / admins)

Admin → Settings → Tools:

• Ordering providers: name, credentials, NPI, state license, and a signature image (PNG under 60 KB). **Copy from a

pharmacy's prescriber** fills it in from Settings → Pharmacies in one click.

• Clinic header: your clinic's logo, name, address, phone, fax, e-mail, website, and a line of instructions printed at the

bottom (where to go, fasting rules). Leave a box blank to use your clinic's own details (since 11/07/2026): the name comes from Account → Branding; the address, phone, fax, e-mail and website from your Prescripta sign-up. Fill a box only to print something different. The address is used whole: once you fill any address line here, all of the address comes from here. Print the clinic logo at the top (ticked by default) puts the Account → Branding logo at the top left of the order; a PNG or JPG logo prints, an SVG logo is left off. Untick it for a text-only header.

• Lab list: starts with a built-in list of common tests with CPT codes. Your lab's order code is blank on purpose: fill

it from your own Quest / Quanum account for the tests you order and it prints next to the test. Add, rename or remove tests; tick Fasting on the ones that need it.

• Panels: sets of tests one click adds to an order ("TRT baseline", "Weight loss follow-up"…). Built-in ones to start; edit

or add your own.

• Diagnosis list: ICD-10 code and condition; built-in list to start; add your own.

Then Save tools.

Making an order (Tools → Lab order)

1. Ordering provider: pick one.
2. Patient: search and pick a portal patient (the order is then saved on their page), or type a name, date of birth and

phone (not saved to any patient record), or leave it blank for an order with a blank patient line.

1. Tests: Add a panel… adds a whole set; or type a test name or CPT and pick it. Each test shows with its codes;

remove takes one off. Picking a test marked fasting ticks Fasting (untick if not wanted).

1. Diagnoses: type a condition or code and pick it; several are fine.
2. Notes on the order: optional, printed on the document.
3. Tick Electronically signed by (provider): the PDF prints "Electronically signed by … on (date and time)" and the

signature image when one is on file. Unticked = a blank signature line to sign by hand.

1. Save and open PDF (kept) or Open PDF only (not kept). The PDF opens in a new tab, print it or save it from there.

Only tests and diagnoses from the clinic's lists go on an order, nothing is typed free-hand onto a signed document; add a test or a code under Settings → Tools first.

Saved lab orders

The list on the right of the Lab order tab: date, patient, provider (and "unsigned" when the box was not ticked), how many tests and diagnoses, Open PDF (the same document again). A patient's saved orders are also on their page under Lab orders (with Open PDF and a link to make a new one).

Questions people ask

Q: The lab order has no e-mail or logo on it.

A: Admin → Settings → Tools → Clinic header. Leave the E-mail and Website boxes blank to use the ones from your Prescripta sign-up, or type them in. Print the clinic logo at the top needs a logo on Account → Branding (PNG or JPG; an SVG logo does not print). Q: The test I need is not in the list. A: Admin → Settings → Tools → Lab list → type the name and CPT → Add test → Save tools. It is on the order form at once.

Q: Where do the Quest codes come from?

A: From you. The portal never guesses a lab's order codes. Open your Quanum account, find the test code, and type it in the Your lab's order code box for that test.

Q: Does the order go to the lab by itself?

A: No. It is a document the patient takes (or you fax or hand in). Sending orders electronically is a separate connection.

Q: Can I change a saved order?

A: No, a signed document stays as printed. Make a new one.

Call sheet

What it is

The paper Daily Call Sheet ("Return to Front Desk"), in the portal, with the same columns: a tick box, Date, Name, Invoice / Paid, Notes, Syringes. One sheet per day. The one change from paper (Todd, 11/05/2026): ticking a row off records who was signed in and when: initials, name and time, so a mistake can always be traced to the login that made it.

How to use it

• The sheet opens on today. Day picks another date; Earlier days… lists every day that has rows (with how many are

still open).

• Add a row: the last line of the table, type the Name (or search and pick a portal patient, which links the row to

their page), set Invoice / Paid (blank, Invoice or Paid), Notes, Syringes, then Add (or press Enter).

• Tick the box when the call is done: the row greys out and the last column shows your initials, your name and the time.

Un-ticking asks you to confirm and keeps the earlier check-off in the row's history.

• edit on an open row changes its notes, syringes, Invoice / Paid or the typed name (a linked patient's name comes from

their record).

• Rows from earlier days that were never ticked stay on today's sheet, marked carried, until someone ticks them.
• Print prints the sheet by itself (no portal around it) for the front desk.

Questions people ask

Q: Who checked this row off?

A: The last column: initials, the person's name and the time. It is the login that was signed in, nobody can tick a row without being signed in as themselves.

Q: A row was ticked by mistake.

A: Un-tick it (confirm). The earlier check-off stays in the row's history, so nothing is hidden.

Q: Can I delete a row?

A: No. Tick it off, or edit it. Nothing on the sheet is deleted.

Clinic list

What it is

The sheet on the counter, in the portal: supplies to order, medications to order, reminders, anything the clinic needs to do. Everyone at the clinic sees the same list. Checking an item off needs your initials; it then moves to Archived with your initials, your name and the time. Nothing is ever deleted, so a mix-up can always be traced.

How to use it

• Add: type the item, pick a category (Supplies, Medications, Reminder, Other, owners change these under Settings → Tools),

an optional Needed by date, Add.

• Check off: type your initials in the box on the item's row and click Done (or press Enter). The item moves to

the Archived tab.

• Archived: every checked-off item with when and by whom. Find searches text, category and initials. Put back

returns an item to the list if it was checked off by mistake (the earlier check-off stays in the item's history).

Questions people ask

Q: Can I delete an item?

A: No. Check it off (with initials), it is archived, not deleted. That is on purpose.

Q: Who can see the list?

A: Everyone signed in to the clinic.